U.S. stocks
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Morgan Stanley strategists led by Mike Wilson say current stock market performance coincides with a new economic cycle that began in April 2025, with sales growth reacceleration leading to a V-shaped rebound in EPS growth for the median company.
Morgan Stanley strategists led by Mike Wilson say current stock market performance coincides with a new economic cycle that began in April 2025, with sales growth reacceleration leading to a V-shaped
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Analyst Rick Munarriz: Target's stock price has risen 68% this year, while Walmart's has fallen 4%. However, given Target's growth momentum and valuation advantage, it is the better "dividend king" to buy in September.
Analyst Rick Munarriz points out that Target (TGT) shares have surged 68% year-to-date, while Walmart (WMT) has fallen 4%. Despite this, Target's price-to-earnings (P/E) ratio (17x) is significantly l
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The Motley Fool analysis favors Alphabet over Meta Platforms as a better September investment, citing Alphabet's sound AI strategy and Meta's questionable monetization path.
The analysis highlights that while both tech giants are investing heavily in AI, Alphabet's strategy with its growing and profitable Google Cloud business provides a clearer return on investment. In c
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Zim Integrated Shipping (ZIM) rose as much as 5.5% in premarket trading after Hapag-Lloyd and FIMI reportedly planned to revise their $4.2 billion acquisition offer.
Zim Integrated Shipping (ZIM) shares rose as much as 5.5% in premarket trading on Tuesday after German shipping giant Hapag-Lloyd and FIMI stated they plan to revise their $4.2 billion acquisition pro
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UBS upgraded Eaton to "Buy" with a price target of $515, sending Eaton's pre-market shares up 3.1%.
UBS upgraded power management company Eaton (NYSE:ETN) from "Neutral" to "Buy" and raised its price target from $450 to $515. Following this news, Eaton's pre-market share price rose by 3.1%. UBS's up
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Principal Asset Management's Seema Shah says stock resiliency depends on Fed moves, expects rocky months ahead with modest gains
Principal Asset Management's Seema Shah says stock resiliency depends on Fed moves, expects rocky months ahead with modest gains
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Bloom Energy Stock Soars 26% In A Week After S&P Dow Jones Announces Its Inclusion In S&P 500, Weeks After Nancy Pelosi Disclosed A $3 Million Bet
Bloom Energy (BE) shares surged 26% in a week and 207% year-to-date after S&P Dow Jones announced its addition to the S&P 500 index as part of its September quarterly rebalance. This announcement foll
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Novartis' Late-Stage Trial for Rare Muscle Wasting Drug Fails, Marking Third Setback in a Week
Novartis' drug for a rare muscle-wasting disease failed in late-stage studies, marking the company's third clinical trial setback in a week. The drug, a core asset from Novartis' $12 billion acquisiti
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MicroStrategy Launches $250 Bitcoin-Themed Sneakers, But Checkout Doesn't Support Bitcoin Payments
MicroStrategy has launched a Bitcoin-themed sneaker on its online store for $250. The design is inspired by the Nike Air Jordan 1 and features custom branding to reinforce the company's association wi
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The Motley Fool analysis suggests Abbott Laboratories (ABT) is a top dividend stock to own if a market crash is coming, citing its 54-year dividend growth streak and strong Q2 results.
The analysis highlights Abbott's status as a Dividend King, having increased its dividend for 54 consecutive years. The company reported Q2 sales of $12.6 billion, up 13% year-over-year, with adjusted
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Bernstein analysts predict Robinhood chain to generate $160M in annual fees by 2028, driven by growing demand for tokenized stock trading
Bernstein analysts predict Robinhood chain to generate $160M in annual fees by 2028, driven by growing demand for tokenized stock trading
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Yahoo Finance Analysis: PepsiCo (PEP), TJX (TJX), and Nike (NKE) — Three Dividend Stocks Nearing 52-Week Lows
Yahoo Finance analysis indicates that shares of PepsiCo, TJX Companies, and Nike are currently approaching their 52-week lows. PepsiCo's stock has fallen over 6% in the past 12 months, with a dividend
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Goldman Sachs strategist Lee Coppersmith's research report indicates that the core variable for the U.S. stock market's direction in the coming week will be AI catalysts, not inflation data, potentially driving a "right-tail" event.
Coppersmith believes that the launch of OpenAI's flagship new model, Astra, the Goldman Sachs Communacopia+ Technology Conference (where OpenAI will take the stage at 9:30 AM PT on Tuesday), and the c
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A report shows that as of September 4, executives and directors at NVIDIA, Palantir, and Meta Platforms have net sold approximately $18.6 billion worth of company stock over the past five years, while insider buying has almost come to a halt during the same period.
A report shows that as of September 4, executives and directors at NVIDIA, Palantir, and Meta Platforms have net sold approximately $18.6 billion worth of company stock over the past five years, while
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TSMC to mass produce with ASML's latest High NA EUV tool by 2030, while Samsung targets 2028 adoption and Intel is already mass producing
TSMC to mass produce with ASML's latest High NA EUV tool by 2030, while Samsung targets 2028 adoption and Intel is already mass producing
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AI Is Disrupting Software Companies—but Not as Fast as Many Feared
Even as their shares got pummeled, companies like Salesforce have been showing financial strength, indicating that AI's disruption to the software sector is not as rapid as many investors had feared.
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U.S. stocks usually stumble after Fed hikes, but Japanese and European markets tend to climb, says Citi
Citigroup strategists, led by Beata Manthey, wrote in a note published Sunday that U.S. stocks usually underperform after the Federal Reserve's first interest-rate hike in a cycle, before advancing ov
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Blue Owl plans publicly traded data center REIT, to be seeded with $6.5 billion of its own assets
Blue Owl Capital is considering launching a publicly traded data center Real Estate Investment Trust (REIT), which would initially be seeded with approximately $6.5 billion of the firm's own assets. T
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Bernstein Sees 31% Upside for Robinhood, Maintains $160 Price Target as Robinhood Chain's Fees Top Solana and BNB Chain
Bernstein analysts maintained an Outperform rating and $160 price target on Robinhood Markets, citing its new Layer-2 network, Robinhood Chain, as a significant earnings source. The network generated
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South Korea's Hyosung Heavy Industries Expands U.S. Power Infrastructure Business to Meet Electricity Demand Growth from AI and Data Centers
South Korea's Hyosung Heavy Industries is expanding its power infrastructure business in the United States to meet the growing electricity demands of artificial intelligence (AI) and data centers. The
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US equity futures and Treasuries weaken, Brent crude approaches $100.
U.S. equity futures and Treasuries weakened in early European trading, weighed down by rising oil prices impacting market sentiment. Brent crude prices approached the $100 mark, following the Japanese
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Marathon Executive Richards: Stock Market Can Absorb 25 Basis Point Fed Rate Hike
Marathon Executive Richards: Stock Market Can Absorb 25 Basis Point Fed Rate Hike
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S&P Global Market Intelligence expects SK hynix to announce another share buyback of up to 40 trillion won ($28 billion) in Q4
S&P Global Market Intelligence expects South Korean chipmaker SK hynix to announce another share buyback of up to 40 trillion won ($28 billion) in the fourth quarter, driven by the AI memory boom. The
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Samsung Electronics and ASML Deepen Collaboration to Advance High-NA EUV Technology for Advanced AI Chip Production
South Korean chip giant Samsung Electronics and Dutch chip equipment manufacturer ASML announced on Tuesday that they will expand their long-term collaboration on next-generation lithography technolog
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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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1
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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Morgan Stanley’s Wilson Says US Stocks Risk 7% Drop in Near Term
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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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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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Commodities trader Trafigura plans to float its supertanker arm Volare Shipping in Oslo, marking the business's first IPO
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Seoul stocks rise 1.65% on chip gains despite Middle East tensions
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JPMorgan CEO Dimon to Visit India This Week, Ramping Up Push for Deal Boom
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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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