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Prosper Stars & Stripes Fund closes long position in Ambiq Micro (AMBQ) as stock reaches bullish target.
Prosper Stars & Stripes Fund disclosed in its Q2 2026 investor letter that it has closed its long position in Ambiq Micro (AMBQ), a provider of ultra-low power semiconductor solutions. The fund stated
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Wells Fargo Analyst Steven Cahall: SpaceX Wireless to Disrupt Carriers, Tower REITs Like Crown Castle to "Quietly" Profit
Wells Fargo analyst Steven Cahall stated on September 8 that SpaceX's (NASDAQ:SPCX) wireless push, leveraging its satellite-plus-spectrum architecture, will require less ground infrastructure than tra
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U.S. August PPI rose 0.4% month-over-month, meeting market expectations.
U.S. August Producer Price Index (PPI) rose 0.4% month-over-month, in line with Dow Jones consensus estimates. Investors are closely watching a series of key inflation reports to assess the Federal Re
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Bloom Energy Stock Falls 28% From Peak, Analysts Project 15.6% Return by September 2027
Bloom Energy (NYSE: BE) shares have fallen 28% from their 52-week high, closing at $252.87 on September 4. Analysts' median price target for the next 12 months is $292.50, suggesting a 15.6% gain. Des
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US Stocks Kick Off 4th Straight Session of Losses, Nasdaq Falls 1% as Rising Oil, Yields and ECB Rate Hike Fuel Fed Tightening Expectations
US Stocks Kick Off 4th Straight Session of Losses, Nasdaq Falls 1% as Rising Oil, Yields and ECB Rate Hike Fuel Fed Tightening Expectations. The S&P 500 dropped 0.6% and the Dow Jones Industrial Avera
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Analysis: The Federal Reserve faces a dilemma in its September decision, torn between raising rates and holding steady. Kevin Warsh's hawkish remarks and strong employment data support a rate hike, but cooling inflation and doubts about the reliability of employment data argue against it.
Wallstreetcn.com analysis indicates that as the Federal Reserve's September 16 FOMC meeting approaches, the debate over interest rate hikes is intensifying. The federal funds futures market shows an a
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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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Citigroup (C) shares have risen 39.45% over the past year as its transformation continues to gain momentum.
Citigroup (C) shares have risen 39.45% over the past year, closing at $137.80 on September 9. Barometer Capital Management noted in its Q2 2026 investor letter that Citigroup's multi-year transformati
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AI Data Centers Turn to Industrial Boilers and Steam Turbines for Power Amid Electricity Shortages and Extended Gas Turbine Delivery Times
Applied Digital, an AI data center developer, has ordered 1.2 GW of gas-fired industrial boiler-powered steam turbines for a data center under construction in North Dakota, with plans for two more sim
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Barometer Capital Management: Howmet Aerospace (HWM) benefits from strong aftermarket, stock up 26.28% year-to-date.
In its Q2 2026 investor letter, Barometer Capital Management highlighted Howmet Aerospace (HWM) as a key contributor to the industrial sector, benefiting from a robust commercial aerospace cycle and s
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Barometer Capital Management: NVIDIA Remains the Dominant AI Computing Platform, Benefiting from Hyperscale Enterprises and Massive Investments
Barometer Capital Management, in its Q2 2026 investor letter, noted that NVIDIA remains the dominant computing platform in AI and benefits from continued massive investments by hyperscalers and enterp
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Nvidia partners with 8 Australian firms to build out 2GW AI computing capacity by 2027
Nvidia announced on Thursday that it is partnering with eight Australian data center and cloud companies to expand AI computing capacity in the country, targeting a buildout of up to 2 gigawatts by 20
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Charles Schwab's Q2 revenue was nearly half from client cash interest spread; analysts warn of impact if rates fall
Brokerage firm Charles Schwab's second-quarter net interest revenue, primarily from the spread on idle client cash and fixed income assets, reached nearly $3.4 billion, accounting for almost half of i
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Building U.S. data centers is getting so expensive that AI companies are moving overseas
AI companies are increasingly looking abroad for opportunities to build data centers, driven by mounting costs, public backlash over energy and water consumption, and the search for cooler climates in
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d-Matrix leverages NVIDIA NVLink-Fusion technology to connect its next-generation Raptor XPU to the NVIDIA AI infrastructure platform.
d-Matrix, a maker of AI inference chips, announced today that it will use NVIDIA NVLink Fusion technology to connect its next-generation Raptor XPU to NVIDIA's AI infrastructure platform. This move wi
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Microsoft's stock price has remained flat over the past 12 months, with one Wall Street analyst predicting a potential 77% surge to $870.
Microsoft's stock price has remained largely flat over the past 12 months, declining by 0.54%, while the S&P 500 index rose by 17.23% during the same period. Despite Azure's annual revenue surpassing
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Bank of America analysts say a "credibility shock" hit Wall Street after Federal Reserve Chairman Warsh's latest interest rate decision.
Bank of America's economics team noted that the market's muted reaction to Federal Reserve Chairman Kevin Warsh's July 29 press conference led to a "central bank inflation credibility shock." Warsh re
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Amazon is partnering with OpenAI to allow its advertisers to place ads within ChatGPT.
Amazon announced on Thursday, September 10, a partnership with OpenAI, allowing its advertisers to place ads within ChatGPT, initially available to select brands in the U.S. market. This move signals
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Intel stock surged 17.98% last week on reports of a potential 10% chip price hike, but most analysts maintain a Hold rating citing foundry turnaround not expected until 2028.
Intel (NASDAQ:INTC) stock rose 17.98% last week, adding to its 187.91% year-to-date gain, after Investopedia reported the company might raise selected PC processor prices by approximately 10%. However
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Yahoo Finance analysis projects Nebius Group (NBIS) stock to trade between $125 and $835 per share in three years, with a mid-range in the $300s.
The analysis highlights Nebius Group's recent 15% one-week gain, driven by its partnership with Palantir Technologies as a preferred sovereign AI partner. The company has over $40 billion in customer
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Saylor retweeted a post stating that MicroStrategy's net debt has significantly decreased, reaching $174 million as of September 7.
Saylor retweeted CJ_Bitcoin's post, stating that MicroStrategy's (Strategy) net debt has significantly decreased. Convertible debt fell from $8.21 billion to $6.71 billion since Q3 2025, and net debt
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Saylor retweeted that MicroStrategy's USD liquidity has increased to $6.54 billion, which can support approximately 4 years of interest and dividend payments.
Saylor retweeted CJ_Bitcoin's post, which showed MicroStrategy's (Strategy) USD liquidity significantly increased from $54 million on September 30, 2025, to $6.54 billion on September 7, 2026. This gr
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Saylor retweeted that MicroStrategy (Strategy) raised $21 billion through equity financing from January to August 2026.
Saylor retweeted CJ_Bitcoin's post, highlighting that MicroStrategy (Strategy) raised a cumulative $21 billion between January and August 2026 through the issuance of common and preferred stock, with
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Caterpillar (CAT) Shares Rise as Barometer Capital Management Highlights Broad-Based Demand in Q2 2026 Investor Letter
Barometer Capital Management, in its Q2 2026 investor letter, noted that Caterpillar Inc. (NYSE:CAT) was a key contributor to its Industrials portfolio. The firm attributed Caterpillar's performance t
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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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1
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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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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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: Agentic AI to Boost Computing Power Demand 100-fold, Altering Traditional Scheduling Models
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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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Google executive says Asia's AI adoption is outpacing perception, with demand rising for cost-effectiveness
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