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FED'S WALLER SAYS MORTGAGE RATES, AUTO LOAN RATES ARE NOT LOW AND 'LOOSE FINANCIAL CONDITIONS' IS REALLY A REFLECTION OF STOCK PRICES
FED'S WALLER SAYS MORTGAGE RATES, AUTO LOAN RATES ARE NOT LOW AND 'LOOSE FINANCIAL CONDITIONS' IS REALLY A REFLECTION OF STOCK PRICES
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US stock futures post modest gains as traders digest Fed Governor Waller's comments and earnings, while chip stocks fall after Broadcom's results
US stock futures post modest gains as traders digest Fed Governor Waller's comments and earnings, while chip stocks fall after Broadcom's results
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Yahoo Finance Analysis: Oracle's FY2026 Revenue Growth at 17%, Cloud Business Up 39%, Analysts Project Stock to Outperform Over Next Five Years
Yahoo Finance analysis indicates that Oracle's revenue grew by 17% year-over-year in fiscal year 2026 (ending May 31), with cloud business revenue increasing by 39%, surpassing software business to be
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Fed's Waller says we should start seeing some lower numbers on inflation and expects a reasonable CPI.
Fed's Waller says we should start seeing some lower numbers on inflation and expects a reasonable CPI.
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Brown-Forman CEO says US business is improving "slowly"
Outgoing CEO Lawson Whiting stated that the company's US business is seeing a "slow" improvement. Following the publication of its first-quarter results yesterday (September 3), the Jack Daniel's make
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Campbell's (CPB) stock plunges 6% on Thursday after cutting quarterly dividend by 36% to $0.25/share, citing 8% sales decline and 37% EPS drop
Campbell's (CPB) stock plunges 6% on Thursday after cutting quarterly dividend by 36% to $0.25/share, citing 8% sales decline and 37% EPS drop
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NVIDIA Confirms $12.9 Billion Acquisition of AI Model Platform Hugging Face
NVIDIA has confirmed its acquisition of AI model platform Hugging Face for $12.9 billion. Hugging Face boasts over 3 million models and 18 million developers. NVIDIA CEO Jensen Huang stated that Huggi
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Super Micro Computer (SMCI) shares surged 31.3% in August, driven by strong earnings, improved gross margins, and the resolution of internal investigation concerns.
AI server leader Super Micro Computer saw its stock price surge by 31.3% in August, primarily driven by strong fourth-quarter fiscal results, significantly improved gross margins, and an internal inve
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Blackstone's BCRED Fund Again Limits Redemptions After Investors Seek to Withdraw 10% of Shares
Blackstone's BCRED fund has again restricted redemptions after investors sought to withdraw 10% of their shares. This move provides an early indication of ongoing quarterly redemption pressure in the
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Barclays Strategist Reports Only 12% of Companies Quantify AI-Related Gains Despite Nearly Half Discussing AI
Barclays strategist Venu Krishna noted on Thursday that while nearly half of all companies discussed AI on recent earnings calls, only 12% were willing to quantify AI-related value capture. Among thos
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Helios Technologies (HLIO) expands its No Roads platform with Apple CarPlay and Android Auto integration, announced on September 1st.
The company's Electronics segment, which saw sales climb 19% to $85.5 million and gross margin expand 530 basis points to 34.6% in Q2 2026, also raised its full-year 2026 sales outlook to $880 million
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Dow futures rise 0.2% as Treasury yields cool; Broadcom (AVGO) falls on earnings, Snowflake (SNOW) rockets higher
Dow futures rise 0.2% as Treasury yields cool; Broadcom (AVGO) falls on earnings, Snowflake (SNOW) rockets higher
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Yahoo Finance Analysis: iShares' IEI Bond ETF Outperforms Fidelity's FIGB Due to Lower Costs and Less Volatility
Yahoo Finance analysis indicates that the iShares 3-7 Year Treasury Bond ETF (IEI) performs better in terms of cost and volatility, despite its yield (3.7%) being slightly lower than the Fidelity Inve
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Wall Street analysts upgraded Broadcom, Deere, and Dell, while downgrading Moderna.
Macquarie upgraded Broadcom to Outperform with a $490 price target; Evercore ISI upgraded Deere & Company to Outperform with an $813 price target; Fox Advisors upgraded Dell Technologies to Outperform
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Investors warn AppLovin's algorithmic moat is vulnerable, advising against buying despite strong Q2 revenue
In a September 3 podcast, investors Kyle Grieve and Shawn O'Malley analyzed mobile ad platform AppLovin (NASDAQ:APP), concluding that its core algorithmic advantage is vulnerable to competitors. Despi
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Federal Reserve Governor Christopher Waller: If August inflation data continues to move towards 2%, I would favor holding interest rates steady; if the data is too hot, I would consider a rate hike at the September FOMC meeting.
Federal Reserve Governor Christopher Waller stated that while there has been no fundamental change in his monetary policy stance since July, his inclination has shifted from concern and a bias towards
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Tesla will hold its Cybercab robotaxi unveiling after the market closes on Thursday.
Tesla will hold its Cybercab robotaxi unveiling event after the market closes on Thursday. Additionally, Dow Jones futures edged higher in early Thursday trading, and oil prices continued to climb; Sn
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Momentum Stock Trade Strategy, Highly Profitable for Years, Has Suddenly Stopped Working
Momentum Stock Trade Strategy, Highly Profitable for Years, Has Suddenly Stopped Working
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Meta agrees to up to $17 billion child safety settlement, to impose 2-hour daily app limit and stricter age verification for teens
Meta reached a landmark settlement with over 40 U.S. states and territories in a child safety lawsuit, agreeing to pay up to $17 billion over 10 years. As part of the agreement, Meta will implement si
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SoFi Technologies (SOFI) reported a 40% year-over-year increase in adjusted net revenue to $1.2 billion in Q2, with net profit up 65% to $160 million, and a customer base reaching 15.8 million. However, its stock price has fallen 30% over the past 12 months.
SoFi Technologies (SOFI) reported a 40% year-over-year increase in adjusted net revenue to $1.2 billion in Q2, with net profit up 65% to $160 million, and customer count reaching 15.8 million, yet its
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Ciena (CIEN) stock rose on Thursday after Q3 earnings surged 215% to $2.11 per share, beating estimates amid AI data center boom.
Ciena (CIEN) stock rose on Thursday after the optical gear maker's fiscal third-quarter earnings topped estimates while revenue edged by views amid big share gains in 2026. The company's October-quart
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Analysts maintain a "Buy" rating on Coherent with a price target of $397, projecting a 48% upside.
A Yahoo Finance analysis highlights that photonics manufacturer Coherent's (NYSE:COHR) data center segment sales grew 59% year-over-year, accounting for 79% of total sales. Company management aims to
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Rising Yields May Prompt US Blue-Chip Companies to Sell Bonds Sooner, Potentially Setting a September Record
Wall Street dealers are already anticipating a potential record in September for high-grade US corporate bond sales. The recent surge in yields is seen as giving blue-chip companies more reason to bor
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Nodal Exchange plans to launch futures contracts on AI computing power, aiming to rival CME and ICE
Nodal Exchange Holdings, LLC is seeking to launch futures contracts on computing power for artificial intelligence chips, joining a host of firms rushing to do the same.
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Morgan Stanley: AI Architecture Upgrades Lead to a 50% Expansion in US Data Center Power Shortfall to 33GW, Rapid Power-On Solutions Become Core Value
Morgan Stanley's latest research report indicates that as rack-scale AI architectures rapidly proliferate, the power deficit facing U.S. data centers is far more severe than market expectations. The b
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Meta AI's smart agent Muse surpassed ChatGPT in downloads within 12 days of its launch. The Nasdaq 100 closed up 2.83%, reaching a new high for June, with CPU chip stocks surging.
Meta's AI agent, Muse, reached a peak of 448,000 daily active users and a record 264,000 single-day downloads just 12 days after its launch, significantly outperforming ChatGPT's initial period. This
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Tesla sets up Vietnam subsidiary to enter Southeast Asia's largest EV market, dominated by local rival VinFast with 92% share
Tesla registered a local entity, Tesla Motors Vietnam, this month, aiming to tap into Vietnam's fast-growing electric vehicle market. Vietnam became Southeast Asia's largest EV market in 2025, with sa
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JPMorgan Chase CEO Jamie Dimon: Hyperscale cloud companies' AI spending may reach $1 trillion next year, expected to boost GDP by 1% annually and push up inflation.
JPMorgan Chase CEO Jamie Dimon: Hyperscale cloud companies' AI spending may reach $1 trillion next year, expected to boost GDP by 1% annually and push up inflation.
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Binance will support cash dividend distribution for Direxion Daily Semiconductor Bull 3X Shares (SOXL) via bStocks.
Binance will support cash dividend distribution for Direxion Daily Semiconductor Bull 3X Shares (SOXL) via bStocks.
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South Korean stocks open 2.02% higher on Tuesday, led by chip gains amid revived AI hopes
The benchmark Korea Composite Stock Price Index (KOSPI) rose 141.58 points to 7,149.3 as of 9:15 a.m. local time. This follows a record close for the tech-heavy Nasdaq Composite, driven by renewed opt
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Boeing CEO lowers expectations for 200 aircraft orders from China, anticipating delivery in the form of incremental orders.
Boeing CEO Kelly Ortberg stated last week that he has lowered his expectations for China to fulfill its commitment for 200 passenger aircraft through a single bulk order, now anticipating that purchas
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Rothschild-affiliated institutions issue "sell" ratings on AI new cloud duo CoreWeave and Nebius; "Big Short" Burry warns tech giants may have over $3 trillion in off-balance-sheet commitments
Rothschild & Co. Redburn, an independent research firm under Rothschild, initiated coverage on CoreWeave and Nebius on Monday, assigning "Sell" ratings to both. The firm believes that new cloud enterp
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Paramount wins Warner Bros takeover approval with settlement, to increase US film production by $300M annually
Paramount Skydance emerged victorious on Monday from a legal battle over its US$110 billion acquisition of Warner Bros Discovery after settling with a California-led group of US states and a Hollywood
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Ron Johnson, former head of Apple Retail, questions Silicon Valley's bet on AI shopping, believing brick-and-mortar stores will continue to thrive.
Ron Johnson, who was responsible for building Apple's retail business, stated that despite Silicon Valley pouring billions into AI agent shopping, he believes the industry overestimates the extent to
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Saylor reposted a Strategy tweet stating that MicroStrategy (MSTR) has seen its market capitalization increase by $32 billion (+80%) over the past three months.
Saylor retweeted a post from MicroStrategy's official Strategy account, which noted that the company's stock (MSTR) had increased its market capitalization by $32 billion, or 80%, over the past three
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Analysis indicates that Ethereum's staking volume has reached $120 billion and its Layer 2 total value locked (TVL) stands at $40.4 billion, but these figures may obscure its true supply status.
CryptoSlate analysis indicates that despite approximately $120 billion in staked Ethereum network assets and a daily average total value locked (TVL) of $40.4 billion for Layer-2 (L2) networks (as of
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Bitcoin surged over 6% to a seven-month high, while Meta shares rose 11.4%.
Bitcoin surged over 6% on Monday, reaching its highest level in over seven months, boosting related stocks such as Coinbase and MicroStrategy. Meanwhile, Meta's stock soared 11.4% after Wells Fargo ra
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Texas Gov. Abbott orders halt to data center environmental permits, expanding August moratorium
Texas Governor Greg Abbott on Monday directed the state's environmental regulator to pause all data center-related permits. This expands an August moratorium on new data center grid approvals, which w
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Robinhood CEO Vlad Tenev believes crypto event contracts will surpass sports betting to become the dominant category in its prediction markets within a few years
Tenev noted that crypto-linked contracts are already taking a disproportionate share of Robinhood's prediction markets business. The company's event-contract revenue surged over tenfold year-over-year
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GameStop CEO Ryan Cohen purchased $26.4 million worth of company stock, sending the share price up 3% after hours.
GameStop shares rose 3% in after-hours trading after CEO Ryan Cohen reported an insider stock transaction to the U.S. Securities and Exchange Commission.
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Nasdaq Composite surged 2% and S&P 500 jumped 1.5% on Monday, but 30 S&P 500 stocks hit new 52-week lows while only 7 reached new highs, a divergence not seen since 1999
The S&P 500's internal divergence, where new lows outnumbered new highs, was last observed on Dec. 21, 1999, just months before the Dotcom Bubble top. Analysts note that the S&P 500's gains were led b
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The Office of the Comptroller of the Currency (OCC) has granted Catena Company preliminary conditional approval to establish a national trust bank.
The proposed bank will be able to custody and manage fiat, securities, and digital assets, but Catena must meet capital, liquidity, and pre-opening requirements before operations.
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MarketWatch: Stocks depressed by Q4 tax-loss selling historically rebound in January
MarketWatch analysis suggests that stocks artificially depressed by tax-loss selling in the fourth quarter often rebound in January once the selling pressure subsides. This strategy is referred to as
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AI and chip stocks race ahead
AI and chip stocks race ahead
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Bitcoin ETF Holders Back in Profit as Price Surges Towards $87,000, Reaching $86,837 Earlier Monday
Bloomberg ETF analyst James Seyffart noted that Bitcoin exchange-traded fund holders are now in profit for the first time since January, as the cryptocurrency's rally on Monday morning pushed the aver
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Amazon has blocked Meta's AI shopping agent, Muse, while Shopify has chosen to collaborate with Muse to develop payment technology.
Amazon cut off Meta's personal AI agent, Muse, from making purchases on Amazon on behalf of users on September 21. Users attempting to shop via Muse received a notification stating that unauthorized A
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MarketWatch: S&P 500 approaches all-time high, but roughly 60% of its constituent stocks are down more than 20% from their historical peaks.
MarketWatch reported on Monday that the S&P 500 Index is approaching an all-time high, but there are "cracks" within it. Approximately 60% of the index's constituent stocks have fallen more than 20% f
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US stocks rose, with the Nasdaq Composite hitting a record high, as oil prices fell and market bets on AI surged.
Oil futures fell on hopes of renewed US-Iran talks, sparking a rally in riskier tech stocks and pushing the Nasdaq to a new all-time high.
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How US Stocks Influence the Crypto Market: Correlation, Macro Factors, and Regulatory Dynamics Analysis
In recent years, the correlation between the U.S. stock market and the cryptocurrency market has significantly strengthened, with their trends increasingly converging. Macroeconomic policies, the participation of institutional investors, and regulatory dynamics are key factors influencing this linkage. Cryptocurrencies are regarded as high-risk assets, with volatility similar to that of tech stocks, and are jointly affected by the Federal Reserve's monetary policy and global risk appetite. The latest data indicates that regulatory signals and market sentiment can still be rapidly transmitted to both major markets.
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NVIDIA (NVDA) Encyclopedia: Deconstructing the AI Computing Leader's Moat and Valuation Logic, from GPU Hardware to the CUDA Software Ecosystem
As of September 2026, NVIDIA has become the world's most valuable company by market capitalization, with its AI hardware and CUDA software ecosystem forming a formidable competitive barrier. The company continues to launch new-generation GPU architectures such as Blackwell and Vera Rubin, and is expanding the CUDA platform to support Rust language and quantum computing. NVIDIA's valuation is closely tied to the global AI capital expenditure cycle. Despite competition from AMD, Intel, and cloud service providers' self-developed chips, its data center revenue and profitability remain strong. However, the market still has concerns regarding its high valuation, geopolitical risks, and founder succession risk.
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Key Differences Between US and A-Share Markets: A Five-Core Mechanism Analysis
The U.S. stock market holds a significant position in global financial markets due to its unique trading mechanisms. This article will delve into five core characteristics of U.S. stocks: no daily price limits, T+0 trading, T+1 settlement, circuit breakers, and short selling. Concurrently, the article will provide a detailed comparison of the significant differences between U.S. stocks and China's A-shares in terms of trading systems, investor structure, market regulation, and listed company composition, helping readers to fully understand the operational logic of both markets.
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"CIPHER Coin" Value Analysis: Distinguishing Crypto Tokens from Public Companies, Discussing Investment Potential
The term "ciph coin" may refer to two different assets: one is Cipher (CIPHR/CYPH), a cryptocurrency token based on the BNB Chain, with limited public information and trading activity; the other is Cipher Digital (CIFR.US), a US-listed company that is transitioning from Bitcoin mining to an AI high-performance computing service provider. This article will analyze the current status and potential value of these two assets separately, and discuss their long-term investment prospects.
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Bitcoin Analysis of Correlation with U.S. Stocks: Will Markets Move in Tandem During a Market Crash?
Bitcoin The correlation with the U.S. stock market has long been a focus of attention. Historically, Bitcoin has shown a high degree of convergence with the S&P 500 Index, particularly after institutional investors entered the market.However, as of July 2026, the latest data shows that the short-term correlation between Bitcoin and the U.S. stock market has declined significantly, even turning negative, sparking debate over whether it can serve as an independent safe-haven asset. Macroeconomic factors, Federal Reserve policy, and institutional adoption continue to influence the performance of Bitcoin, causing its role to oscillate between that of “digital gold” and a high-risk asset.
U.S. stocks
24H Trending
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BofA Estimates: AI Infrastructure May Require $1.2 Trillion in External Financing Over Next 5 Years, With Over $300 Billion in Annual Incremental Debt Supply
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Novo Nordisk, the Danish pharmaceutical giant, saw its shares fall by 7% despite setting a $23 billion sales target for its weight-loss drug.
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XRP is testing the $1.50 resistance level, a key threshold that has capped its advances for roughly 230 days, with a break potentially leading to $1.80+
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Binance Stock Trading Platform Adds 25 New Stocks
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Commodities trader Trafigura plans to float its supertanker arm Volare Shipping in Oslo, marking the business's first IPO
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JPMorgan CEO Dimon to Visit India This Week, Ramping Up Push for Deal Boom
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Seoul stocks rise 1.65% on chip gains despite Middle East tensions
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A Hong Kong hotel has been put up for sale by Nanyang Commercial Bank for HK$1.87 billion after being taken over, reflecting a trend of converting hotels into student dormitories.
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Morgan Stanley’s Wilson Says US Stocks Risk 7% Drop in Near Term
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US equity futures rise, led by AI stocks; oil prices fall over 2% to around $101; US Treasury yields decline; US and Chinese officials discuss AI national security "notification mechanism."
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