U.S. stocks
-
Airbnb CEO Brian Chesky stated that AI is the best thing to happen to the company, having already reduced customer support costs by 16%.
Chesky stated at the Goldman Sachs Technology Conference that AI has helped Airbnb reduce customer support costs by approximately 16% and resolve nearly 45% of customer service issues without human in
-
JPMorgan lowers Adobe stock price target to $315 from $340, maintains Overweight rating
JPMorgan lowered its price target on Adobe stock to $315 from $340, while keeping an Overweight rating on the shares. The firm noted that Adobe's fiscal third quarter results were "robust and beat exp
-
T-Mobile US CEO stated at a Goldman Sachs conference that the company has raised its fixed wireless customer target to 15 million by 2030, and expects its broadband business to double in the next four years.
T-Mobile US CEO Srini Gopalan outlined the company's growth strategy at the Goldman Sachs Communacopia + Technology conference, including sustained wireless growth through its standalone 5G network, f
-
Yahoo Finance analysis: Applied Materials (AMAT) is predicted to achieve its first $10 billion quarter this fall, with management forecasting Q4 revenue midpoint at $10.25 billion
Yahoo Finance analysis predicts that chip-equipment maker Applied Materials (AMAT) is on track to book its first $10 billion revenue quarter this fall. The company's management expects its fiscal four
-
Yahoo Finance Analysis: Despite 10-year Treasury yields nearing 5%, analysts still favor PepsiCo as a source of passive income.
Analysis indicates that the current 10-year US Treasury yield has reached 4.8%, nearing its multi-year high of 5% in 2023. In comparison, PepsiCo's (NASDAQ: PEP) forward dividend yield is 4.3%. Despit
-
Google Cloud and Accenture have formed a joint venture to embed engineers with clients to expand Gemini Enterprise's reach among Microsoft's core customers.
The move aims to directly challenge Microsoft in key areas of enterprise software sales: integration, procurement, and consulting. Google Cloud recently achieved an 82% growth rate, nearly double Azur
-
Yahoo Finance Analysis: McDonald's Dividend Yield Reaches 3%, a Six-Year High, as Stock Falls 26% From February Peak
Yahoo Finance analysis indicates that McDonald's (NYSE: MCD) stock has fallen 26% from its February high, pushing its dividend yield to 3%, the highest in over six years. The article explores whether
-
Barclays raises Oracle price target to $252 from $250, maintains 'Overweight' rating
Barclays raised its price target for Oracle to $252 from $250, maintaining an 'Overweight' rating on the tech stock, which is currently trading around $154. The adjustment follows Oracle's fiscal firs
-
OpenAI and Morgan Stanley Launch AI Tool to Automate Junior Analyst Work
OpenAI, in collaboration with Morgan Stanley (MS) and Evercore (EVR), has rolled out a version of ChatGPT designed for financial services. The tool aims to automate research and pitch book tasks typic
-
Yahoo Finance Analysis: NVIDIA's AI Investment Portfolio Reaches $99 Billion as of July 26, with OpenAI, Anthropic, and Safe Superintelligence as Key Private Investments
Yahoo Finance analysis indicates that as of the end of Nvidia's second fiscal quarter (July 26), its artificial intelligence (AI) investment portfolio totaled approximately $99 billion. This portfolio
-
Warren Buffett made Apple Berkshire Hathaway's largest stock position
Warren Buffett made Apple (AAPL) Berkshire Hathaway's (BRKA, BRKB) largest equity position. The article notes that a hypothetical $10,000 investment in Apple 10 years ago, with dividends reinvested, w
-
Navan (NAVN) acquires AI-powered events platform BoomPop to expand into meetings and events segment
Navan Inc. (NASDAQ:NAVN) announced its acquisition of BoomPop, an AI-powered meetings and events platform. This deal builds on an existing alliance between the two entities and marks Navan's strategic
-
Cognizant CFO: AI Puts Pressure on IT Spending, But BFSI Business Shows Strong Growth
Cognizant (Nasdaq: CTSH) CFO Jatin Dalal stated that the IT services industry's long-term slow growth reflects persistent pressure from AI and a general lack of discretionary spending across multiple
-
Billionaire Bill Ackman trimmed his Amazon stake last quarter to bet big on Microsoft and Meta Platforms, citing their AI potential.
In the last quarter, Pershing Square Capital Management founder Bill Ackman significantly reduced his position in Amazon (AMZN) while increasing his holdings in Microsoft (MSFT) and Meta Platforms (ME
-
Yahoo Finance Analysis: Micron Technology (MU) will release its earnings report on September 30. If the results exceed expectations, the stock price could surge to $1,500.
Yahoo Finance analysis indicates that Micron Technology will release its Q4 FY2026 earnings report after the market closes on September 30. Management guidance projects the company's Q4 revenue to inc
-
Yahoo Finance analysis: AI fintech platform Upstart (UPST) could be the most misunderstood stock, with potential for a 10x gain
Upstart CEO Paul Gu stated that the company has experienced multiple cycles of investor misunderstanding due to macro issues, characterizing the current perception gap as "quite severe." The company r
-
Bank of America Analysis: CME Sues CFTC Over Perpetual Futures Products, Crypto Perpetual Contract Trading Volume Expected to Reach $93 Trillion by 2025
Bank of America noted that CME Group is suing its regulator, the Commodity Futures Trading Commission (CFTC), over perpetual futures products, but this dispute could bring unexpected benefits to the d
-
Constellation Brands reaffirms full-year outlook, refines beer strategy with focus on mature brands and Modelo expansion
Constellation Brands is refining its beer strategy by tailoring brand-specific marketing to consumer occasions, with a greater focus on sustaining mature brands like Corona while continuing to expand
-
Anthropic has chosen the Nasdaq for its IPO listing
Anthropic has chosen the Nasdaq for its IPO listing
-
Cummins (CMI) stock returned 512% over the past decade, with its quarterly dividend growing for 17 consecutive years from $0.175 to $2.20.
The company's Power Systems segment recorded a record $2.3 billion in Q2 2026 revenue, up 19% year-over-year, driven by demand for AI data center backup power. However, the Accelera segment reported a
-
Yahoo Finance analysis: Vita Coco (COCO) positions for growth with July 22 acquisition of coconut water producer Copra, despite stock being down 40% from June peaks.
The analysis highlights Vita Coco's shift from an asset-light model to vertical integration by acquiring Copra, which includes a factory in Thailand. Copra's net sales grew at a 48% compound annual ra
-
JPMorgan Chase Analysts' Report: Tesla (TSLA) is projected to generate $320 billion in robotaxi revenue by 2035, with $314 billion attributed to Tesla's owned fleet.
JPMorgan Chase analyst Rajat Gupta released a report last week, projecting that Tesla's robotaxi business will generate approximately $320 billion in revenue by 2035. The vast majority of this revenue
-
Anthropic reportedly secured $517 billion in computing resources, primarily from NVIDIA, ahead of its IPO.
According to The Information on September 6, AI company Anthropic has committed to procuring up to $517 billion in computing resources ahead of its initial public offering (IPO). This massive expendit
-
UnitedHealth Group Raises Quarterly Dividend from $2.21 to $2.32
UnitedHealth Group, the largest managed care and health services company in the US, raised its quarterly dividend from $2.21 to $2.32. Quarterly revenue hit $111.72B (+1.96%) with adjusted EPS of $7.2
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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.
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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%.
-
Anthropic's potential $2 trillion IPO fuels nearly $80 million in crypto derivatives bets
Open interest in futures linked to the AI developer has climbed to about $79.27 million, close to a record $80 million, as traders position around what could become one of the largest initial public o
-
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.
-
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.
-
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.
-
"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.
-
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
-
1
The Senate failed to pass a cryptocurrency ethics rule because it did not cover the interests of officials' adult children.
-
2
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.
-
3
Hong Kong to expand renminbi-denominated bond, gold and commodity markets, says Financial Secretary Paul Chan
-
4
Goldman Sachs: Market "pricing in 4 rate hikes" is overly pessimistic, expects only two rate hikes in this cycle.
-
5
Decentralized Applications (DApps) Explained: Reshaping the Foundation of the Web3 Ecosystem
-
6
Big Tech uses guarantees to keep $300bn of AI exposure off balance sheets, with Wall Street facilitating cheaper funding
-
7
Wu Blockchain: Interpol expands "Silver Notice" system, identifying at least €36 million in criminal assets
-
8
Google executive says Asia's AI adoption is outpacing perception, with demand rising for cost-effectiveness
-
9
Houthis attack Saudi capital and Aramco facilities, US warns of "rapid escalation" of conflict, Saudi Arabia urgently seeks aid from multiple countries.
-
10
Musk reposted a SpaceX tweet, confirming the deployment of 27 Starlink satellites.
Markets Today
Recommended Reading






