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Analysis suggests Broadcom is NVIDIA's biggest competitor, with its AI semiconductor revenue projected to reach $230 billion by 2028.
Yahoo Finance published an article stating that NVIDIA's true competitor is not AMD, but Broadcom, due to its rapid growth in custom AI chips. The article notes that while NVIDIA's data center divisio
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Dell shares jump 11% to all-time high of over $562 on RBC Outperform initiation with $640 target, citing strong enterprise AI demand
Dell Technologies Inc (NASDAQ:DELL) shares surged 11% to an all-time high above $562 on Friday after RBC Capital Markets initiated coverage with an Outperform rating and a $640 price target. RBC highl
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National Beverage (FIZZ) Q1 revenue was $330.7 million, largely flat, and EPS was $0.50, missing expectations. The stock price rebounded after falling more than 6% intraday.
National Beverage (Nasdaq: FIZZ) announced its first-quarter fiscal year 2027 results, with revenue of $330.7 million, largely flat year-over-year. Earnings per share (EPS) came in at $0.50, missing a
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Google is up 3.02% intraday, currently trading at $342.661.
Google is up 3.02% intraday, currently trading at $342.661.
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Copart (CPRT) Q4 Earnings Call: Global unit sales down 2.9%, but international business grew 10%; total loss frequency hit a record high of 23.3%, and average collision severity increased by 8.8% year-over-year.
Copart management stated on the Q4 FY2026 earnings call that the company's global unit sales decreased by 2.9%, with a 5.7% decline domestically in the US and a 10% increase internationally. Global in
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Odds of Fed Rate Hike for Sept. 16 FOMC Meeting Surge to Over 85%
CME FedWatch data shows the probability of a quarter-point rate hike at the Federal Open Market Committee's Sept. 16 meeting has risen to 85.6%. This marks a significant shift from Aug. 11, when the o
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Meta's new app, Muse, climbed to third place on the U.S. App Store charts within two days of its launch, prompting JPMorgan Chase to upgrade its rating to "Overweight."
Meta (NASDAQ:META)'s new app, Muse, ranked third on the US App Store within two days of its launch, leading JPMorgan Chase to upgrade Meta's rating to "Overweight." Muse requires users to provide sens
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U.S. and UK financial regulators conducted a central counterparty (CCP) resolution tabletop exercise on September 3.
Senior officials from the U.S. Securities and Exchange Commission (SEC), the Federal Deposit Insurance Corporation (FDIC), the Commodity Futures Trading Commission (CFTC), the Board of Governors of th
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Bill Ackman's Pershing Square Fund Increases Stake in NYSE Parent ICE, Betting AI Will Enhance Value of Its Exclusive Financial Data Business
Billionaire investor Bill Ackman's Pershing Square has expanded its portfolio to include Intercontinental Exchange (ICE), the parent company of the New York Stock Exchange. Ackman believes that while
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Goldman Sachs Appoints Farshid Asl and Matt Weir as Co-Heads of Investment Strategy Group
Goldman Sachs has appointed Farshid Asl and Matt Weir as co-heads of the Investment Strategy Group (ISG), succeeding Sharmin Mossavar-Rahmani, who is retiring. The ISG serves as the chief investment o
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Wheaton Precious Metals (WPM) Stock Trades Around Buy Point, Attracting Funds
Gold miner Wheaton Precious Metals (WPM) is seeing its stock trade around a buy point, attracting funds ahead of the Federal Reserve's September rate-setting meeting. The company is listed among Inves
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The VIX "fear index" is down 12.05% today, now at 15.690.
The VIX "fear index" is down 12.05% today, now at 15.690.
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Exelixis (EXEL) stock dropped after FDA delayed potential approval of its new colon cancer treatment by three months
Exelixis (EXEL) stock dropped out of a buy zone Friday after the Food and Drug Administration delayed the potential approval of its new colon cancer treatment by three months. The combination includes
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NVIDIA CEO Jensen Huang Responds to "Circular Funding" Concerns: If True, Then Do More
NVIDIA CEO Jensen Huang on Thursday addressed concerns at the Goldman Sachs Communacopia + Technology Conference that the company is boosting its own demand by funding companies and infrastructure pro
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Adobe's Q3 revenue hit a new high, but Q4 guidance was weak. The stock price fell intraday before recovering, and a new CEO was announced.
Adobe reported record third-quarter fiscal year 2026 revenue of $6.76 billion, with AI annual recurring revenue (ARR) growing over 150%, and raised its full-year revenue and adjusted earnings guidance
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US September consumer confidence index fell to 47.8, the second-lowest level in history, and inflation expectations rose to 4.6%.
U.S. consumer sentiment fell to 47.8 in September, down 7.5% from August and 13.2% from a year ago, marking the second-lowest level since records began in 1952, according to the University of Michigan
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Yahoo Finance Analysis: Despite Massive Capital Expenditures, Google and Amazon Remain "Must-Buy" Stocks
Yahoo Finance analysis indicates that despite significant capital expenditures by Google (Alphabet) and Amazon on AI infrastructure, their cloud businesses (AWS and Google Cloud) are experiencing stro
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US stocks rose on Friday, ending a four-day losing streak, led by tech shares. Oil prices fell, offsetting the impact of persistent inflation, as expectations for a Federal Reserve rate hike next week increased.
U.S. stocks rebounded on Friday, snapping a four-day losing streak. Technology stocks rose over 1%, with Oracle jumping 2% on strong AI cloud infrastructure revenue. NVIDIA and the "Magnificent Seven"
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U.S. stocks rose on Friday, with the Dow rebounding, NVIDIA and Oracle surging, as the market digested higher-than-expected inflation data.
Wall Street reacted to a slightly above-expectations Consumer Price Index (CPI) inflation report on Friday, with the Dow Jones Industrial Average and other major stock indices rising. Software company
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SpaceX CFO Reveals $13 Billion AI Computing Contract, Starship to Undertake First Revenue-Generating Mission This Month
SpaceX CFO Bret Johnsen revealed at a Goldman Sachs conference that the company has secured a new AI computing client contract worth approximately $13 billion annually. Additionally, SpaceX's Starship
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NIO's Q2 China Business Shows Profitability Progress, But European Sales Stall and J.P. Morgan Downgrades Stock on Revenue Miss
NIO reported its Q2 2026 results on September 1, with vehicle deliveries up 49.4% year-over-year to 107,658 units and revenue up 69.1% to $4.74 billion, missing Wall Street's $4.95 billion consensus.
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Oraclum Hedge Fund Founder Is Charged With Lying About Returns
Oraclum Hedge Fund Founder Is Charged With Lying About Returns
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UMich Preliminary September Consumer Sentiment Falls to 47.8; Est. 51
UMich Preliminary September Consumer Sentiment Falls to 47.8; Est. 51
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University of Michigan 1-year inflation expectations rose from 4.0% to 4.6%.
University of Michigan 1-year inflation expectations rose from 4.0% to 4.6%.
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Citing Bloomberg, Deltaone reported that NVIDIA fell over 6% in pre-market trading, wiping out more than $225 billion in market value.
According to Deltaone, citing Bloomberg, NVIDIA's pre-market stock price fell by more than 6%, wiping out over $225 billion in market capitalization.
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Solana plans to launch the first tokenized stock trading venue under the U.S. Securities and Exchange Commission (SEC) framework, with plans to initially list shares including Galaxy.
Solana plans to launch the first tokenized stock trading venue under the U.S. Securities and Exchange Commission (SEC) framework, with plans to initially list shares including Galaxy.
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Formation plans to file a notice with the U.S. SEC to launch the first tokenized securities trading venue on Solana
Formation plans to file a notice with the U.S. SEC to launch the first tokenized securities trading venue on Solana, slated for a rollout in early 2027. The initial batch of listed products will inclu
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Google Unveils TPU 8tx and 8i Max Dedicated AI Chips to Challenge NVIDIA and Expand Major Enterprise Client Base
Google has launched two specialized AI chips, the TPU 8tx and TPU 8i Max, aiming to challenge NVIDIA and expand its major customer base. Alphabet, Google's parent company, is rolling out the TPU 8tx a
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Analysts and lawyers say that the investigation involving NVIDIA's CEO exposes the company to widespread governance and US-China trade risks.
Analysts and lawyers say that as NVIDIA launches an investigation into CEO Jensen Huang's extramarital affair, the potential fallout not only threatens his three-decade leadership but also poses broad
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Mavria Raises $130M Total Funding at $1B Valuation to Build Modular Data Centers
According to The Wall Street Journal, three former officials from the Trump administration's Department of Energy founded Mavria this summer, with plans to mass-produce truck-transportable modular dat
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Coinbase's U.S. National Trust Bank charter has officially taken effect, with plans to expand institutional custody and digital asset payments.
Coinbase's U.S. National Trust Bank charter has officially taken effect, with plans to expand institutional custody and digital asset payments.
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CoinDesk: Only 5 Crypto Assets in Top 100 Gained at Least 1% in 24 Hours
According to CoinDesk, the tech stock sell-off led by NVIDIA has weighed on major cryptocurrencies. At the time of reporting, only 5 out of the top 100 cryptocurrencies by market capitalization had ga
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Raymond James: China-Related Espionage Charges May Accelerate U.S. Legislation on Chip Export Restrictions to China
Raymond James warned that espionage allegations involving NVIDIA related to China could accelerate congressional support for the MATCH Act, thereby tightening export restrictions on semiconductors and
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Samsung Fire & Marine Insurance plans to acquire a controlling stake in UK specialty insurer Canopius for $2.2 billion.
Samsung Fire & Marine Insurance plans to acquire a controlling stake in UK specialty insurer Canopius for $2.2 billion. According to local industry reports, Samsung Fire is in talks with US investment
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Citi Downgrades US and Global Tech Sectors to Neutral
Citi Downgrades US and Global Tech Sectors to Neutral
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Turkish President Recep Tayyip Erdogan urged diplomatic efforts to avoid a new wave of strikes against Iran.
Turkish President Recep Tayyip Erdogan urged diplomatic efforts to avert a new round of strikes against Iran. Erdogan stated that he does not wish to see a new wave of attacks on Iran, noting that he
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NVIDIA Board of Directors Launches Independent Review into CEO Jensen Huang Regarding China-Related Intelligence Investigation, Shares Drop Over 4% After Hours
NVIDIA Board of Directors Launches Independent Review into CEO Jensen Huang Regarding China-Related Intelligence Investigation, Shares Drop Over 4% After Hours
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NVIDIA fell over 4% pre-market amid a probe involving its CEO, while Bitcoin traded near the 200-day moving average at $74,000.
NVIDIA fell over 4% pre-market amid a probe involving its CEO, while Bitcoin traded near the 200-day moving average at $74,000.
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Robinhood Launches Commission-Free US IPO Access in the UK, Allowing Retail Investors to Participate in US Share Offerings
Robinhood Launches Commission-Free US IPO Access in the UK, Allowing Retail Investors to Participate in US Share Offerings
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Tesla is issuing refunds to certain Cybertruck customers and plans to halt production within 8 months to clear capacity at its Texas factory for the Cybercab.
Tesla is issuing refunds to certain Cybertruck customers and plans to halt production within 8 months to clear capacity at its Texas factory for the Cybercab.
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Goldman Sachs maintains Buy rating on NVIDIA with a $300 price target, citing attractive risk-reward profile after recent pullback
Goldman Sachs maintains Buy rating on NVIDIA with a $300 price target, citing attractive risk-reward profile after recent pullback
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Coinbase Secures Final Approval for U.S. OCC National Trust Bank Charter
Coinbase Secures Final Approval for U.S. OCC National Trust Bank Charter
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SoftBank Founder Masayoshi Son Faces Tech Sell-Off Pressure Ahead of Earnings Release
SoftBank Founder Masayoshi Son Faces Tech Sell-Off Pressure Ahead of Earnings Release
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Bitcoin prices drop to their lowest level since mid-August, as NVIDIA's momentum intensifies sell-off pressure on U.S. stock futures
Bitcoin prices drop to their lowest level since mid-August, as NVIDIA's momentum intensifies sell-off pressure on U.S. stock futures
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Citi Strategists Downgrade US Stocks and Global Tech Sector, Upgrade European Equities Amid AI Volatility
Citi Strategists Downgrade US Stocks and Global Tech Sector, Upgrade European Equities Amid AI Volatility
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OCC Grants Coinbase Full-License Federal Trust Bank Charter
OCC Grants Coinbase Full-License Federal Trust Bank Charter
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Stifel maintains its "Buy" rating on SpaceX with a $190 price target, bullish on its AI and mobile network positioning
Stifel maintains its "Buy" rating on SpaceX with a price target of $190, citing optimism over its AI and mobile network positioning. The firm believes that tightening approvals for U.S. data centers c
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Iran has submitted a two-day ceasefire proposal to the US via Qatar and is awaiting Washington's assessment.
Iran has submitted a two-day ceasefire proposal to the U.S. through Qatar and is currently awaiting Washington's evaluation. Iranian Foreign Minister Abbas Araghchi previously stated that the plan is
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2026 US Stock Market Safe-Haven Assets Encyclopedia: How Walmart and Caterpillar Lead the Industrial Sector Amid AI Bubble Doubts
In November 2026, pressured by concerns over the AI hashrate bubble and tightening regulatory expectations, the U.S. stock market experienced severe volatility in tech stocks. Capital accelerated its rotation into traditional blue-chip and industrial sectors—exemplified by Walmart and Caterpillar—seeking safe-haven assets with stable cash flows and defensive attributes.
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SPY ETF: Investment Value and Long-Term Potential Analysis of the S&P 500 Index Tracker
SPY primarily refers to the SPDR S&P 500 ETF Trust, one of the world's largest and most liquid exchange-traded funds, designed to track the performance of the S&P 500 index. This article provides an in-depth analysis of SPY's value as a long-term investment, including its advantages such as diversification, high liquidity, and stable dividends, while also exploring potential considerations like its slightly higher expense ratio and structural flexibility. For investors looking to participate in the overall growth of the U.S. stock market, SPY is considered a core allocation tool.
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Bitcoin and US Stocks Correlation: A Discussion on History, Current Status, and Future Trends
The correlation between Bitcoin and U.S. equities has always been a focal point for the market. Historically, Bitcoin has often shown a strong correlation with the S&P 500 index, especially during periods of macroeconomic uncertainty. However, entering September 2026, this traditional correlation underwent a significant change, with correlation metrics briefly falling into negative territory, sparking discussions in the market about whether the two are decoupling. This article will deeply analyze the macroeconomic factors, institutional adoption, and ETF effects influencing the correlation between Bitcoin and U.S. equities, and explore Bitcoin's dual nature as both a risk asset and a safe-haven asset, aiming to provide readers with a comprehensive market perspective.
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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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ETH (Ethereum) trading volume reached $173 million over the past hour (11.3 times the 7-day average for the same time slot), currently trading at $2,127.38
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ETH (Ethereum) experienced a short-term sharp decline of 4.49% within 5 minutes, currently trading at $2,112.20.
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ETH cross-exchange spread hits 1.1%
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SOL (Solana) trading volume reached $33.93 million over the past hour (8.2 times the average for the same period over the past 7 days), currently priced at $85.970.
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ETH Cross-Exchange Spread Reaches 1.47%
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Reviewing Bitcoin's Historical Performance Amid Geopolitical Conflicts: From Flash Crash to V-Shaped Recovery—True Safe-Haven Asset or High Volatility?
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DNT Issue Price at 0.1 Yuan? Current Status and Risks of district0x
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Current Status and Long-Term Investment Value Analysis of TajCoin (TAJ)
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How to Trade KRX Tokens? Current Listed Exchanges and Risk Warnings
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What is TBX? Current Status of Tokenbox Tokens and Trading Channels
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