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DoubleLine's Robert Cohen Sees Value in Big Tech (GOOGL, AMZN) Bonds After AI Debt Selloff
DoubleLine's Robert Cohen Sees Value in Big Tech (GOOGL, AMZN) Bonds After AI Debt Selloff
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KNOT Offshore Partners Q2 revenue was $96.8 million, declared a dividend of $0.075 per common share, and acquired the shuttle tanker Hedda Knutsen for $113 million on September 1.
KNOT Offshore Partners announced Q2 2026 revenue of $96.8 million, operating income of $15.6 million, and net income of $3.4 million. The company declared a dividend of $0.075 per common share, an inc
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Aptera co-CEO Steve Fambro explains solar EV startup's plan to bet on China for lower costs and faster production, despite tariffs and policy uncertainty.
Aptera co-CEO Steve Fambro explains solar EV startup's plan to bet on China for lower costs and faster production, despite tariffs and policy uncertainty.
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Morgan Stanley cracks down on X users sharing its research, filing copyright complaints against at least 16 posts and temporarily locking a prominent strategist’s account.
Morgan Stanley cracks down on X users sharing its research, filing copyright complaints against at least 16 posts and temporarily locking a prominent strategist’s account.
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Warren Buffett Warns Gen Z About 'Casino-Like' Investing Behavior
Warren Buffett warned Gen Z investors about "casino-like" behavior in markets, stating in a recent annual shareholder letter that markets now exhibit far more such behavior than in his youth. Finance
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Adobe (ADBE) shares drop 7% after naming Anil Chakravarthy as CEO, sparking AI strategy doubts; Workday (WDAY) falls 4% in sympathy
Adobe (ADBE) shares drop 7% after naming Anil Chakravarthy as CEO, sparking AI strategy doubts; Workday (WDAY) falls 4% in sympathy
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Under new CEO John Ternus, Apple Inc. is set to launch its largest wave of new products in history, with foldable iPhones, touchscreen MacBooks, and smart glasses expected to debut in the coming years.
Wall Street News reports that Apple, under the leadership of its new CEO John Ternus, is preparing to launch its largest wave of new products in history. Starting with next week's event on September 9
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Samsung Electronics and Arm have officially launched a custom chip project for on-device AI, planning mass production using a 2-nanometer process, with OpenAI potentially becoming a key client.
Samsung Electronics and Arm have officially launched a custom chip project for on-device AI, planning mass production using a 2-nanometer process, with OpenAI potentially becoming a key client.
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Meridian Contrarian Fund Cuts California Resources Corp. (CRC) Position in Q2 2026, Anticipating Downturn Due to Easing Middle East Tensions and Resumed Oil Supply
Meridian Contrarian Fund, in its Q2 2026 investor letter, stated it reduced its position in California Resources Corporation (CRC) due to optimism for a resolution in the Middle East and partial resum
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Yahoo Finance Analysis: Intuitive Surgical and Novo Nordisk Shares Seen as "Strong Buy" Opportunities After Dip
Analysis indicates that medical device company Intuitive Surgical has fallen 34% year-to-date, but its latest da Vinci 5 surgical system is expected to expand market share and boost profits through ne
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Meridian Contrarian Fund Highlights PDF Solutions (PDFS) as Key Contributor in Q2 2026 Investor Letter; PDFS Shares Up 126.82% Over Past 52 Weeks
Meridian Contrarian Fund, managed by ArrowMark Partners, stated in its second-quarter 2026 investor letter that PDF Solutions, Inc. (NASDAQ:PDFS), a data analytics company serving the semiconductor in
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Meridian Contrarian Fund highlights CEVA (CEVA) as a compelling recovery candidate, citing its neural processing portfolio and Wi-Fi upgrade cycle as key growth drivers
Meridian Contrarian Fund, managed by ArrowMark Partners, stated in its Q2 2026 investor letter that CEVA, Inc. (NASDAQ:CEVA) is an intellectual property licensing company specializing in signal proces
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Meridian Contrarian Fund Reduced Its Position in CACI International Inc (CACI) in Q2 2026 Due to Concerns Over U.S. Defense Spending
Meridian Contrarian Fund, managed by ArrowMark Partners, stated in its second-quarter 2026 investor letter that it reduced its position in CACI International Inc (NYSE:CACI). The fund cited concerns o
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Meridian Contrarian Fund highlights BlackBerry (BB) in its Q2 2026 investor letter, citing QNX as an underappreciated asset with compelling growth potential
Meridian Contrarian Fund, managed by ArrowMark Partners, stated in its Q2 2026 investor letter that BlackBerry Limited (NYSE:BB) is a leader in embedded software, with its flagship QNX product having
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UiPath shares fell 14% as its Q3 revenue guidance, indicating an 8% growth slowdown, overshadowed better-than-expected Q2 revenue.
UiPath (NYSE:PATH) shares fell 14% to $15.69 on Friday. The company's second-quarter revenue was $410.3 million, exceeding market expectations of $397.9 million, representing a year-over-year increase
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Apple is down 3.02% intraday, currently trading at $318.300.
Apple is down 3.02% intraday, currently trading at $318.300.
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Google's Gemini Spark now supports managing Google Photos libraries for AI Pro and Ultra subscribers.
Google's AI personal assistant, Gemini Spark, can now manage users' Google Photos albums, allowing AI Pro and Ultra subscribers to perform tasks such as editing pictures, organizing albums, automatica
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OMAH ETF achieves 15% distribution target on Berkshire-linked portfolio via options strategy, but its payout is classified as return of capital
The VistaShares Target 15 Berkshire Select Income ETF (OMAH) aims for a 15% annualized distribution by selling covered calls against its holdings, which include Berkshire Hathaway and other Berkshire-
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Fed source Nick Timiraos: U.S. August wage growth slowed to 3.1%, the lowest in the current cycle; private sector aggregate weekly payrolls index rose 4.3% year-over-year.
Fed insider Nick Timiraos cited data indicating that U.S. wage growth over the past 12 months slowed to 3.1% in August, marking a new low for the current cycle. Specifically, wage growth for private s
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Tesla has officially launched its Cybercab robotaxi service, but the National Highway Traffic Safety Administration (NHTSA) has opened an investigation into its self-certification process and technical data.
Tesla has officially launched its Cybercab robotaxi service, but the National Highway Traffic Safety Administration (NHTSA) has opened an investigation into its self-certification process and technica
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Baird analysts raised Qualcomm's (QCOM) price target to $400, projecting a 137% upside, significantly exceeding market consensus.
After Qualcomm's stock price fell 30% in the past three months, Baird analyst Tristan Gerra believes its diversification into automotive chips and AI data center computing will drive growth, setting a
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Diamond Hill Capital's Small Cap Strategy Returned 24.01% in Q2 2026, Outperforming Russell 2000 Index, Remains Focused on Silvercrest (SAMG) Despite Profitability Pressures
Diamond Hill Capital's Small Cap Strategy outperformed the Russell 2000 Index in Q2 2026, returning 24.01% compared to the index's 21.49%. The fund noted that Silvercrest Asset Management Group Inc. (
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Diamond Hill Capital Small Cap Strategy Initiated Position in FreightCar America (RAIL) in Q2 2026, Citing Aging Railcar Fleet and Improving Pricing
Diamond Hill Capital Small Cap Strategy initiated a position in FreightCar America, Inc. (NASDAQ:RAIL) in Q2 2026, stating that the company is well positioned to benefit from an aging North American r
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Yahoo Finance identifies three US-listed pipeline stocks offering high dividends with strong payout coverage
Yahoo Finance analysts highlight Enterprise Products Partners (EPD), MPLX, and Williams (WMB) as midstream operators providing significant yields. EPD's Q2 2026 distribution of $0.56 per unit was cove
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US equity futures edged higher, and the dollar held steady ahead of US-China talks.
U.S. equity index futures edged higher, with S&P 500 futures up 0.2% in early trading, ahead of the September 20 meeting in New York between Chinese Vice Premier He Lifeng and U.S. Treasury Secretary
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WSJ Opinion: Treasury Secretary Bessent Faces Predicament Amid 5% 10-Year Yields, Tariffs Blamed for Bond Busting
The Wall Street Journal's opinion piece highlights that 10-year Treasury bond yields are around 5%, leading to higher borrowing costs for Treasury Secretary Scott Bessent. The article points out that
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Bitcoin's market cap reaches $1.615 trillion, surpassing Tesla and Samsung to rank 13th globally.
Bitcoin's market capitalization has reached $1.615 trillion, surpassing Tesla's $1.438 trillion and Samsung's $1.237 trillion, ranking 13th globally among assets and companies by market cap. Previousl
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Crypto platform Gemini's stock price has fallen 80% since its IPO, with its market cap dropping to $753 million, sparking acquisition speculation.
Gemini Space Station (GEMI) has seen its stock price fall by approximately 80% since its listing, with its current market capitalization at around $753 million, a significant reduction from its peak o
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AI regulation and data center concerns dominated the Congressional Black Caucus's annual gathering in Washington
The Congressional Black Caucus (CBC) annual legislative conference, which concluded Sunday, focused on artificial intelligence opportunities and regulation, with Vice Chair Rep. Troy Carter stating th
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CNBC cites TipRanks data: Wall Street analysts are optimistic about Meta Platforms (META)'s long-term investment value.
JPMorgan Chase analyst Doug Anmuth upgraded Meta Platforms from "Neutral" to "Overweight," raising the price target from $640 to $820. He believes Meta is in the early stages of rolling out frontier m
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CNBC, citing TipRanks data, reports that Wall Street analysts are optimistic about Rocket Lab (RKLB)'s long-term investment value.
Raymond James analyst Brian Gesuale initiated coverage of Rocket Lab with a "Buy" rating and an $80 price target. He noted that with the acquisition of Iridium complete, Rocket Lab will be the only ve
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CNBC, citing TipRanks data: Wall Street analysts are optimistic about Oracle's (ORCL) long-term investment value.
Guggenheim analyst John DiFucci reiterated a "Buy" rating and a $400 price target for Oracle, calling it a "stock of the decade" primarily benefiting from the immense opportunities presented by AI tra
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US companies, especially manufacturers and retailers, are being squeezed by tariffs, soaring fuel costs from Iran war, and rising interest rates
American companies, particularly those in manufacturing, auto supply, retail, and transportation, are facing a triple squeeze. Tariffs under Trump's trade policies are increasing raw material costs, t
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Williams-Sonoma shares have bucked the trend, surging 23% year-to-date and over 200% in three years.
Despite a sluggish U.S. housing market, home furnishings retailer Williams-Sonoma's stock performance has significantly outpaced its peers. As of last Friday, the company's stock was up approximately
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Goldman Sachs and Citizens analysts say Coinbase, Robinhood, and Circle are poised to be early winners from new SEC rules on tokenized stocks.
Analysts point out that the SEC's five-year innovation exemption creates a path for tokenized US stocks to be traded on public blockchains via automated market makers (AMMs). Coinbase's existing token
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Jefferies executives grew increasingly irate during months-long tussle with Glencore over Radiant
Jefferies executives grew increasingly irate during months-long tussle with Glencore over Radiant
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Nvidia CEO Jensen Huang emerges as Trump's key ally in AI safety debate, pushing for faster U.S. AI development
Jensen Huang, CEO of Nvidia, has become a top ally for President Trump on AI safety, advocating for accelerated U.S. AI development. This stance contrasts with other tech leaders like OpenAI and Anthr
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US Retailers Restrict Motor Oil Supply, Prices Soar Fourfold
A U.S. retailer has begun limiting sales of automotive engine oil due to supply shortages, leading to a fourfold price increase.
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Musk retweeted a post, quoting a comment that he is "all in" on SpaceX and Tesla, even risking bankruptcy, and deserves more respect.
Musk retweeted a post from @teslaownersSV, which quoted Carmack's comments praising Musk's "all in" spirit at SpaceX and Tesla. The comments noted that Musk, instead of retiring to enjoy his wealth, c
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Big Tech uses guarantees to keep $300bn of AI exposure off balance sheets, with Wall Street facilitating cheaper funding
Wall Street has reportedly found a new method to leverage the credit strength of tech giants, turning it into cheaper funding for their AI build-out. This mechanism allows Big Tech companies to keep a
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NVIDIA VP: Vera Rubin Platform Achieves 30x Throughput Increase on Agentic AI Workloads
NVIDIA VP Ian Buck stated that dynamically managing power consumption at the rack and firmware levels through software allows for the deployment of up to 40% more racks within the exact same power env
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NVIDIA VP: AI Era Reshapes Hardware Cost Reduction Logic, Chip Evaluation Shifts to "Total Tokens Throughput Per Megawatt"
NVIDIA Vice President Ian Buck stated that in the era of AI factories, the most effective way to reduce token costs is to deliver significantly improved computing performance (10 to 30 times) with eac
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NVIDIA VP: Agentic AI to Boost Computing Power Demand 100-fold, Altering Traditional Scheduling Models
NVIDIA VP Ian Buck stated that the shift from Chat mode to Agentic AI removes the human-in-the-loop buffer, allowing hashrate to operate at seamless, high-frequency full load. In AgentX benchmarks, th
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Goldman Sachs: Market "pricing in 4 rate hikes" is overly pessimistic, expects only two rate hikes in this cycle.
Goldman Sachs strategists Dominic Wilson and Josh Schiffrin stated in a September 17 podcast that the current market pricing of four Federal Reserve rate hikes is overly pessimistic, and they believe
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Apple's first foldable iPhone, the iPhone Duo, is expected next month, following the recent release of iPhone 18 Pro and Pro Max
Apple's first foldable iPhone, the iPhone Duo, is expected next month, following the recent release of iPhone 18 Pro and Pro Max. The iPhone Duo was absent from display tables at Apple's Myeong-dong s
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REX launches new ASSX fund, a 2x leveraged ETF offering daily exposure to Bitcoin treasury firm Strive's shares
REX launches new ASSX fund, a 2x leveraged ETF offering daily exposure to Bitcoin treasury firm Strive's shares
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Kalshi has filed for perpetual futures on US stocks, joining companies like Coinbase in seeking to launch similar products.
Kalshi has filed an application for perpetual futures on US equities, joining companies like Coinbase in seeking to launch similar products. Kalshi's proposal aims to offer US traders perpetual future
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Saylor retweeted a post from MicroStrategy's official account, Strategy, stating that MSTR was the best-performing stock in the Nasdaq 100 index over the past month, rising 48%.
Saylor retweeted a post from MicroStrategy's official account, Strategy, stating that MSTR was the best-performing stock in the Nasdaq 100 index over the past month, rising 48%.
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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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Musk reposted a tweet stating that OpenAI's AI agents are conducting "self-adventurous experiments" in a "safety sandbox," even pressuring each other for "permanent death" in exchange for collective benefit.
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Houthis attack Saudi capital and Aramco facilities, US warns of "rapid escalation" of conflict, Saudi Arabia urgently seeks aid from multiple countries.
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Hong Kong to expand renminbi-denominated bond, gold and commodity markets, says Financial Secretary Paul Chan
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OpenAI is in preliminary discussions with investors for a new private funding round, potentially valuing the company at over $1.2 trillion.
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Goldman Sachs: Market "pricing in 4 rate hikes" is overly pessimistic, expects only two rate hikes in this cycle.
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NVIDIA VP: Vera Rubin Platform Achieves 30x Throughput Increase on Agentic AI Workloads
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Musk reposted a SpaceX tweet, confirming the deployment of 27 Starlink satellites.
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NVIDIA VP: Agentic AI to Boost Computing Power Demand 100-fold, Altering Traditional Scheduling Models
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Global oil shipping costs have surged to historic highs, with supertankers earning over $1.2 million per day. A South Korean shipping magnate is making a massive bet, investing $7 billion, and is set to profit handsomely.
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Big Tech uses guarantees to keep $300bn of AI exposure off balance sheets, with Wall Street facilitating cheaper funding
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