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MarketWatch Analysis: US Stocks Have So Far Survived Rising Treasury Yields, But That May Be About to Change
The media noted that strong earnings growth has provided a buffer for the stock market, but persistently rising bond yields could eventually take a toll.
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Yahoo Finance analysis: Nvidia is expected to maintain its lead over AMD through 2028, with analysts projecting Nvidia's revenue and EPS to grow at a 60% CAGR from FY2026 to FY2029, compared to AMD's revenue CAGR of 52% and EPS CAGR of 95%.
The analysis highlights Nvidia's dominance in the discrete GPU market, holding a 90% share in Q2 2026, while AMD held 8%. Nvidia's stock trades at 21 times this year's earnings, whereas AMD's is at 86
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Yahoo Finance analysts recommend three undervalued growth stocks: Novo Nordisk, Intuit, and Reddit.
Yahoo Finance analysts recommend three undervalued growth stocks—Novo Nordisk (NVO), Intuit (INTU), and Reddit (RDDT)—believing they have significant growth potential at their current valuations. Novo
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US DOJ charges two Robinhood engineers with front-running crypto listings on Hyperliquid, allegedly profiting over $50,000 each
The U.S. Department of Justice has charged Hefu Chai and Huaisong Xiang with commodities fraud and wire fraud. Prosecutors allege the two misappropriated confidential information about upcoming crypto
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Cloudflare (NET) stock hits all-time high, driven by Agentic AI boom and cybersecurity buying spree
Cloudflare (NET) stock hit an all-time high this week, as the Agentic AI boom and fears of artificial intelligence agents going rogue led investors to buy into cybersecurity stocks. Anthropic CEO Dari
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24/7 Wall St. analysts believe Alphabet (GOOG) could outperform other Magnificent Seven stocks in 2026, citing 82% Google Cloud growth and a P/E of 14.
24/7 Wall St. analysts believe Alphabet (GOOG) could outperform other Magnificent Seven stocks in 2026, citing 82% Google Cloud growth and a P/E of 14. Analysts set a price target of $504, implying 50
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Buffett warns of 'gambling mood' in market, says asset prices could be 'very silly'; Berkshire holds record $397.4B cash
Warren Buffett at Berkshire Hathaway's 2026 annual meeting described market speculation as "gambling" and warned that an unprecedented "gambling mood" could lead to many asset prices looking "very sil
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Investment Commentator Joseph Carlson: AI Selloff is 'Panic,' Meta (META) May Be Best Stock to Buy
Carlson stated that Anthropic CEO Dario Amodei's call to slow frontier AI development has fueled "even bigger panic" among investors, leading to a 3.4% drop in Nvidia (NVDA) and a 5.9% tumble in the P
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Bitcoin and crypto stocks fall ahead of CLARITY Act Senate vote and Fed rate decision
Bitcoin is trading around $76,431, down 2.19% over 24 hours, while Ether fell 1.8% and Solana dropped 1.02%. Crypto-linked stocks also saw declines, with Coinbase down 6.11%, Robinhood 3.83%, Circle 8
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IBD has named Scorpio Tankers as a top stock pick for the day, stating it is approaching a buy point.
IBD notes that Scorpio Tankers (STNG) stock is approaching a buy point of $87.39 from a four-month consolidation pattern, driven by strong global demand for oil shipping services. The company has achi
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Jim Cramer suggests SpaceX should acquire Tesla, citing Tesla's 19.97% year-to-date decline and high P/E ratio
Cramer made the suggestion on Monday night, noting Tesla's stock was trading near $360, down 19.97% year-to-date, with a P/E ratio around 374. He stated, "SpaceX has to buy it. Period. End of story."
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Home Depot's Q2 earnings exceeded expectations, with professional customer sales, delivery, and AI investments driving market share growth.
Home Depot executives stated that the company's second-quarter results exceeded expectations, driven by strong performance in core home improvement categories, continued growth in delivery investments
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Forgent Power Solutions (NYSE:FPS) Q4 revenue surged 94% to $462M, with record $3B backlog; forecasts FY27 revenue of $2.4B-$2.6B
The company reported full-year fiscal 2026 revenue increased 89% to $1.42 billion and adjusted EBITDA rose 91% to $323 million. Forgent is expanding its modular Powertrain Solutions capacity in Tijuan
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AI stocks rebounded on Tuesday, with one analyst reporting no signs of a spending slowdown.
AI stocks previously sold off on Monday due to market concerns that major model creators would adopt a more cautious approach to AI development and spending. The analyst noted that clients are signing
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RBC Capital Markets Initiates Coverage on Dell Technologies (DELL) with Outperform Rating and $640 Price Target
RBC Capital Markets initiated coverage on Dell Technologies (DELL) with an Outperform rating and a $640 price target, citing the company's strong position to benefit from a multi-year AI infrastructur
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Vera Bradley Q2 2027 revenue up 1.1%, direct sales surged 8%, inventory cut 28% YoY; reaffirms FY2027 sales guidance of $255M-$270M and 50% operating profit improvement.
Vera Bradley reported a 1.1% increase in total revenue for Q2 2027, marking the second consecutive quarter of expansion. The direct segment saw an 8% revenue growth with comparable sales up 9.2%. Gros
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Analysts continue to increase their holdings in Qualcomm (QCOM), optimistic about the strong growth of its non-handset businesses, such as automotive and data centers, and its substantial capital returns.
Qualcomm's automotive business revenue increased by 61% year-over-year. Management raised the annualized run rate target for the automotive business to approximately $7 billion by fiscal year 2026. CE
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New study warns NuScale Power's SMR operating costs could exceed $93/MWh, far above market electricity prices
A new study by University of Colorado Boulder researchers estimates NuScale Power's small modular reactors (SMRs) could incur operating costs of over $93 per megawatt-hour (MWh), significantly higher
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NVIDIA Showcases Vera Rubin and DSX Platform Advancements, Boosting AI Factory GPU Capacity by Up to 40% and Performance-Per-Watt by 23%
At the AI Infra Summit, NVIDIA highlighted new collaborations, including Amazon's Annapurna Labs working on NVHBM custom high-bandwidth memory technology and d-Matrix integrating NVLink Fusion with Ra
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Alluvium Asset Management: H&R Block (HRB) Q2 Returns 21.3%, Management States They Are Using AI to Build Better Products Rather Than Be Replaced
Alluvium Asset Management noted in its Q2 2026 investor letter that H&R Block management stated during their earnings call in early May that the company is using AI to build better products, rather th
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Forward Industries raises acquisition offer for Solana treasury company SkyAI by 50% to approximately $2.13 per share.
Forward Industries (Nasdaq: FWDI) has made a new non-binding acquisition offer for SkyAI (Nasdaq: SKYA), valuing the Solana (CRYPTO: SOL) treasury company at a 50% premium to its latest closing price.
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The eVTOL sector continues to pull back, with Joby Aviation down 53% year-to-date, and Archer Aviation and EHang Holdings also down 28% and 66% respectively.
Joby Aviation (NYSE:JOBY) fell 2% to $6.18 during Tuesday's trading, bringing its year-to-date decline to 53%. Archer Aviation (NYSE:ACHR) dropped 2% to $5.38, down 28% year-to-date. EHang Holdings (N
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Alluvium Asset Management: Alibaba's (BABA) Short-Term Capex Drag Creates a 30% Valuation Discount
Alluvium Asset Management stated in its Q2 2026 investor letter that Alibaba's free cash flow turned negative due to capital expenditures, but its maintainable earnings yield has increased to 7.7%, tr
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Wells Fargo cut Carnival Cruise Line's price target to $36, citing pricing pressure in the Caribbean; Norwegian Cruise Line stock fell 3%, while Carnival Cruise Line and Royal Caribbean Cruises also declined.
Wells Fargo cut its price target for Carnival Cruise Line (CCL) to $36, citing pricing pressure in the Caribbean. Following this, Norwegian Cruise Line (NCLH) shares fell 3% to $14.28, a larger drop t
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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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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
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Nippon Life plans to invest $12.7 billion (2 trillion yen) in infrastructure financing, primarily for data center construction in the US
Nippon Life plans to invest $12.7 billion (2 trillion yen) in infrastructure financing, primarily for data center construction in the US
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Zcash (ZEC) price surged 100% to break $1,500, pushing the Grayscale Zcash ETF (ZCSH) AUM to $914.53 million, just $85 million shy of its $1 billion target.
ZEC's price has doubled since the Grayscale Zcash ETF (ZCSH) listed on NYSE Arca on August 25, trading at approximately $1,540 on September 19. ZCSH's assets under management have increased from $500
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SpaceX's weight in the Nasdaq 100 Index has been confirmed at 2.82% after rebalancing, effective Monday.
SpaceX's weight in the Nasdaq 100 Index has been confirmed at 2.82% after the quarterly rebalancing, a significant increase from its current weight of approximately 1.28%, according to data obtained b
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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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Anthropic's potential $2 trillion IPO fuels nearly $80 million in crypto derivatives bets
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Nippon Life plans to invest $12.7 billion (2 trillion yen) in infrastructure financing, primarily for data center construction in the US
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NVIDIA CEO Jensen Huang rejected calls to slow down AI development, stating that AI should advance "as fast as possible" but emphasized that safety should not be sacrificed.
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VICA Token: Ethereum-Based "Noflation" Concept Token and Its Market Status
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Axelar (AXL) In-depth Analysis: The Cross-Chain Interoperability Protocol Connecting the Multi-Chain World
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What is Shiba Inu (SHIB)? An Analysis of Shiba Inu's Current Status and Trading Channels
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The US, Denmark, and Greenland have reached a security agreement to expand the US military presence in Greenland, expected to be signed next week.
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The Senate failed to pass a cryptocurrency ethics rule because it did not cover the interests of officials' adult children.
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ODMCoin (ODMC) Project Review: A Blockchain Attempt at Oil and Gas Waste Treatment
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ATMOS Coin Analysis: Market Status and Historical Performance of Novusphere's Native Token
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