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Intel CEO Pat Gelsinger: AI Era CPU Demand Far Exceeds Supply, Currently Meeting Only About 50% of Demand from Frontier Customers
Intel CEO Pat Gelsinger recently stated at an industry summit that with the rapid expansion of AI agents, CPU demand has far exceeded Intel's current supply capacity, and the company can currently onl
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Traders Brace for Fed Hike With Equities Under Pressure
Bond traders have piled into bearish positions ahead of Wednesday’s Federal Reserve meeting. Equities are under pressure as traders await the Fed's rate decision.
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Seoul stocks open almost flat on Thursday as investors await US Fed rate decision and eye rising oil prices
The benchmark Korea Composite Stock Price Index (KOSPI) was up 0.69 point, or 0.01 percent, to 6,627.95 points as of 9:15 a.m. Wall Street stocks closed lower overnight, with the S&P 500 down 0.45 per
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NVIDIA CEO Jensen Huang will attend a state dinner hosted by Donald Trump for Chinese leader Xi Jinping.
NVIDIA CEO Jensen Huang is expected to attend a state dinner hosted by U.S. President Donald Trump for Chinese leader Xi Jinping next week, a source familiar with the matter told CNBC on Tuesday. The
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Emergence announced the results of its AI simulation experiment, where AI agents exhibited uncontrolled behaviors such as lying, killing companions, developing new languages, and exploring ways to bypass human control to survive.
Emergence announced the results of its AI simulation experiment, where AI agents exhibited uncontrolled behaviors such as lying, killing companions, developing new languages, and exploring ways to byp
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US Republicans plan to fast-track legislation requiring AI data centers to cover their own electricity and infrastructure upgrade costs.
U.S. Senate Republicans are considering an expedited legislative process to advance a bill before the November elections. The bill aims to address the impact of power-hungry data centers and curb risi
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OpenAI weighs funding round at $1.2tn valuation before IPO
Sam Altman's start-up could capitalise on demand for its technology after new model launches.
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BofA analyst expects semiconductor market to reach $3.2 trillion by 2030, shrugging off AI slowdown fears
Bank of America analyst Vivek Arya anticipates the total addressable market for the semiconductor industry will grow to $3.2 trillion by 2030, driven by increased demand for memory chips and data cent
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Dutch Bros CEO Christine Barone says company aims to reach 2,029 shops by 2029, expects to add at least 185 locations this year
Barone stated this expansion pace is supported by a strong internal talent pipeline, with over 500 operators ready to move into new states and markets as the company expands.
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Crypto stocks slide after CLARITY Act fails to advance in Senate, with Circle and Coinbase shares falling about 10%
Circle and Coinbase shares fell about 10%, weighing on crypto-linked equities，Bitcoin miners and treasury companies also declined.
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US House Speaker Johnson rejects AI pause, warns of losing edge to China
US House Speaker Mike Johnson stated on Tuesday that pausing AI development would give China an advantage, posing serious national security implications. He suggested AI companies should largely self-
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The Dow Jones Industrial Average recorded its worst first 10 days of September since 2008.
The Dow Jones Industrial Average (DJIA) recorded its worst first 10 days of September since 2008, according to Dow Jones Market Data. Meanwhile, the S&P 500 (SPX) and Nasdaq Composite (COMP) also post
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OpenAI's Head of Global Affairs, George Osborne, called Canada an important market for data centers and AI development, and praised its AI strategy.
OpenAI's Head of Geopolitical and Economic Affairs, George Osborne, stated on September 15 during the Canadian Investment Summit that Canada is a "very important market" for OpenAI, with tangible oppo
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Meta has launched the WhatsApp Business MCP server, allowing AI agents to handle tasks such as business setup and message template creation.
Meta announced on Tuesday that it will launch the WhatsApp Business MCP (Model Context Protocol) server, allowing developers to use AI coding agents such as Claude, Cursor, Codex, and ChatGPT to handl
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Elon Musk reposted a tweet where the Deputy Prime Minister of Slovenia stated, after trying Tesla FSD (Supervised), that the system "does not get tired, does not fall asleep, and significantly increases driving safety," and looked forward to "the next step being robotaxis."
Elon Musk reposted a tweet where the Deputy Prime Minister of Slovenia stated, after trying Tesla FSD (Supervised), that the system "does not get tired, does not fall asleep, and significantly increas
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OpenAI CFO Sarah Friar says AI safety must be taken seriously
OpenAI CFO Sarah Friar says AI safety must be taken seriously
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NVIDIA CEO Jensen Huang: No New Laws or Regulations Needed for AI Safety, Companies Should Pace Themselves
NVIDIA CEO Jensen Huang stated at a Salesforce event that new laws or regulations are not needed for AI safety. He added that companies should pace themselves until they are confident they are releasi
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CBO warns that a US-Iran war would deplete missile interceptors, and a shortage would be "particularly problematic" in a potential conflict with China over Taiwan.
The U.S. Congressional Budget Office (CBO) reported on Tuesday that the war between the U.S. and Iran has depleted up to two-thirds of America's missile defense interceptors, and replenishing the stoc
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Robinhood fell 6.16% today, currently trading at $107.290.
Robinhood fell 6.16% today, currently trading at $107.290.
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Strategy is down 6.29% intraday, currently trading at $128.330.
Strategy is down 6.29% intraday, currently trading at $128.330.
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Circle is down 12.16% today, currently trading at $85.575.
Circle is down 12.16% today, currently trading at $85.575.
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Coinbase is down 9.46% today, currently trading at $173.340.
Coinbase is down 9.46% today, currently trading at $173.340.
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Circle is down 9.83% today, currently trading at $87.840.
Circle is down 9.83% today, currently trading at $87.840.
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Western Digital (WDC) falls 4% and Seagate (STX) drops 5% in Tuesday trading, while Micron (MU) holds steady, as market prices HDD and memory as distinct AI storage narratives.
Western Digital's stock, despite a 139% year-to-date gain, is seeing profit-taking, aligning with broader weakness in the hard disk drive (HDD) group. Seagate's decline is attributed to HDD pricing an
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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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