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Yahoo Finance Analysis: TSMC's Q2 revenue increased by 36% year-over-year, with a gross margin of 68%. August revenue grew by 53.3%, and the full-year guidance was raised to over 40% growth.
Yahoo Finance analysis indicates that TSMC (TSM) reported a 36% year-over-year increase in Q2 revenue, reaching $40.2 billion, with a gross margin of 67.7%. The company's August monthly revenue surged
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Goldman Sachs Partner Bobby Molavi: AI regulatory disputes, oil prices breaking $100, US Treasury yields surpassing 5%, and Federal Reserve rate hike expectations are disrupting markets.
Goldman Sachs partner Bobby Molavi noted in his latest market commentary that while the S&P 500 index shows limited surface volatility, the market is undergoing a dramatic revaluation internally. He b
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Optical stocks rebound, with Coherent up 6%, Lumentum up 5%, and Applied Optoelectronics up 3%.
On Wednesday morning, Coherent Corp. (COHR) rose 6% to $287.21, Lumentum Holdings (LITE) gained 5% to $878, and Applied Optoelectronics (AAOI) increased 3% to $97.9. This surge was primarily driven by
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SpaceX rose 6.17% today, now trading at $152.345.
SpaceX rose 6.17% today, now trading at $152.345.
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KICK Korea Semiconductor Index ETF (KCHP) Launches on NYSE Arca, Offering Focused Exposure to South Korean Chipmakers
The new fund, launched on September 15, is the first product in a new KICK ETFs series from Exchange Traded Concepts and Kiwoom Securities (USA) Inc. It provides U.S. investors with a single-ticker op
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Dalio's Bridgewater and Wood's ARK Invest both held Eli Lilly and Nvidia in Q2
According to an analysis of their Q2 13F filings, Ray Dalio's Bridgewater Associates and Cathie Wood's ARK Invest both held shares in Eli Lilly (LLY) and Nvidia (NVDA). Bridgewater held 87,023 Eli Lil
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Parnassus Growth Equity Fund's Q2 letter states that Lumentum Holdings (LITE) plays a critical role in AI infrastructure optical networking.
Parnassus Growth Equity Fund stated in its Q2 2026 investor letter that Lumentum Holdings Inc. (Nasdaq: LITE) holds a critical position in the optical networks of AI infrastructure. As data demand gro
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Altimeter Capital founder Brad Gerstner called the "negative sentiment" surrounding AI a "political agenda," and disclosed new purchases of Qualcomm and Micron Technology in the second quarter.
Brad Gerstner, founder and CEO of Altimeter Capital, stated on CNBC that he supports AI safety measures but believes some concerns are exaggerated and aim to advance political agendas. He questioned w
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Dell Rises 5% to $568.52, Super Micro Climbs 3% to $36.87, and Hewlett Packard Enterprise Ticks Up, Despite Silver Lake's Fresh Share Sale Filings
Dell Technologies (NYSE:DELL) shares are up 5% to $568.52, extending a 356% year-to-date advance, while Super Micro Computer (NASDAQ:SMCI) stock gains 3% to $36.87, and Hewlett Packard Enterprise (NYS
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GE Vernova (GEV) shares have given back gains since July, but Guggenheim analyst Joseph Osha maintains a Street-high $1,450 price target, implying 64% upside.
GE Vernova (NYSE:GEV) shares have fallen 17.03% in the past month and 10.38% since its strong Q2 earnings report on July 22, currently trading at $882.17. Despite the pullback, Guggenheim analyst Jose
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Zillow Loses Antitrust Battle Over Chicago Area Listings Feed
Zillow Group Inc. lost its bid to force Illinois’ largest provider of real estate listings to provide access to its data about homes for sale.
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Bank of America CFO says credit quality "unchanged in any meaningful way," but company shares still fell 7.28% this month.
Bank of America (NYSE:BAC) CFO stated in an interview today that credit quality trends show "no real change" and business activity remains strong. However, the company's stock price has fallen 7.28% i
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American Battery Technology (ABAT) Posts First-Ever Adjusted Gross Profit of $1.7M, Faces Potential US Export Ban on Key Product Black Mass
The company's fiscal year 2026 revenue jumped over 400% to $21.7 million, marking its first adjusted gross profit. However, the US Department of Commerce issued a directive that could choke off export
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Coda Octopus (CODA) Reports First-Ever Positive Retained Earnings in Q3 2026 Results
Coda Octopus Group (NASDAQ:CODA) reported its fiscal third-quarter 2026 results on September 14, achieving positive retained earnings for the first time in its public history. Revenue increased 9.2% y
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Bridgewater Associates, founded by Ray Dalio, established new positions in two non-AI stocks in Q2: Vulcan Materials and Hasbro.
Bridgewater Associates initiated new positions in building materials company Vulcan Materials Company (NYSE:VMC) and toy company Hasbro (NASDAQ:HAS) during the second quarter, according to its Q2 disc
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U.S. September homebuilder confidence index fell to 32 points, a 12-month low.
The NAHB/Wells Fargo Housing Market Index fell 3 points to 32 in September, the lowest level since September 2025. Economists polled by Reuters had expected the index to drop to 34. Rising mortgage ra
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Ray Dalio's Bridgewater Associates bought ServiceNow (NOW) and Nutanix (NTNX) AI stocks in Q2, with positions worth $63 million and $51 million respectively.
Bridgewater Associates' Q2 13F filings revealed new positions in ServiceNow, Inc. (NYSE:NOW), valued at approximately $63 million (635,000 shares), and Nutanix, Inc. (NASDAQ:NTNX), valued at roughly $
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Parnassus Growth Equity Fund disclosed Twist Bioscience (NASDAQ:TWST) as a new holding in its Q2 2026 investor letter.
Parnassus Growth Equity Fund stated that Twist Bioscience is a biotechnology company with a proprietary silicon-based DNA synthesis platform that enables AI-powered drug discovery and next-generation
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Weitz Multi Cap Equity Fund noted in its Q2 2026 investor letter that investor concerns about AI disrupting business models have weighed on Accenture (ACN) shares.
The fund stated that Accenture's results, released in mid-June, failed to alleviate investor concerns that AI could disrupt its business model. Despite Accenture's long-standing experience in technolo
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LuxExperience (MYTE) Q4 net sales rose 7.6%, adjusted EBITDA margin reached 2.1%
MYT Netherlands Parent B.V., operating as LuxExperience (NYSE:MYTE), reported a 7.6% increase in net sales at constant currency for the fourth quarter ended June 30, 2026, with adjusted EBITDA margin
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Yahoo Finance Analysis: Google parent company Alphabet's stock price may break through $400, with a potential to reach $500 by 2027.
Yahoo Finance analysis indicates that Alphabet (NASDAQ:GOOG) stock has risen 9.36% year-to-date and 42.62% over the past year, primarily driven by the strong performance of its AI business. Specifical
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Cipher Digital's stock surged 9% after ERCOT, the Texas power grid operator, granted the company 3.2 GW of conditional capacity status.
ERCOT, the Texas grid operator, has granted Cipher Digital conditional grid capacity classification for 3.2 gigawatts (GW) of Texas projects through its "Batch Zero" process, driving Cipher Digital (N
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More US home builders cut prices on new homes as buyer confidence falls to one-year low amid high mortgage rates
A rising share of builders are slashing prices on newly built homes despite increasing construction costs, as buyers are deterred by high mortgage rates. According to the National Association of Home
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Intel is most actively traded in premarket on report of SK Hynix talks for US memory chip manufacturing; SK Hynix denies decision
Intel (INTC) is the most actively traded stock in the premarket after Reuters reported that SK Hynix is in talks with the chipmaker about a deal that would see it manufacture memory chips in the US fo
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Vanda Research: U.S. Retail Investors Log Highest Single-Day Selling Volume Since March 2020 Covid Rout
According to Vanda Research data, amidst Thursday's massive sell-off in US mega-cap tech stocks, retail investors net sold $338 million in individual equities, marking the largest single-day capital o
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US Stocks Suffer Steep Plunge: Dow Drops 3.44%, Nasdaq Plummets 5.52% to Record Biggest Single-Day Drop in Over a Year
U.S. stocks suffered a severe rout: the Dow Jones Industrial Average dropped 3.44%, and the Nasdaq plummeted 5.52%, marking its largest single-day decline in over a year. Hit by disappointing earnings
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Leaders of three US House committees have demanded that NVIDIA CEO Jensen Huang receive a closed-door briefing regarding ties to Chinese espionage.
The heads of three U.S. House committees have requested NVIDIA CEO Jensen Huang to provide a closed-door briefing regarding his ties to a tech executive accused of being a Chinese intelligence operati
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Wall Street loses $3.2 trillion in market cap as Democrats' landslide midterms trigger brutal AI sell-off, Nasdaq 100 plunges 6.4%
Wall Street loses $3.2 trillion in market cap as Democrats' landslide midterms trigger brutal AI sell-off, Nasdaq 100 plunges 6.4%
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Waller Street Journal: Nasdaq Composite Closes in Correction Territory as Tech Stocks Sell Off
According to The Wall Street Journal, tech stocks faced a sell-off, with the Nasdaq Composite closing in correction territory, as U.S. stocks recorded their worst single-day performance since the Apri
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The VIX volatility index rose 65.26% from its previous close, currently trading at 27.450
The VIX volatility index rose 65.26% from its previous close, currently trading at 27.450
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Wall Street banks to lead $3.1 billion debt financing for Clayton, Dubilier & Rice and McKesson's acquisition of Option Care Health
Waller to lead debt financing of $3.1 billion for Clayton, Dubilier & Rice and McKesson's acquisition of Option Care Health
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The CBOE Volatility Index (VIX) rose 63.34% from its previous close, currently standing at 27.130.
The CBOE Volatility Index (VIX) rose 63.34% from its previous close, currently standing at 27.130.
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SpaceX is down 9.35% from its previous close, currently trading at $123.215
SpaceX is down 9.35% from its previous close, currently trading at $123.215
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SanDisk fell 21.96% from its previous close, currently trading at $809.570
SanDisk fell 21.96% from its previous close, currently trading at $809.570
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AMD closed down 17.52% from its previous close, currently trading at $403.165
AMD closed down 17.52% from its previous close, currently trading at $403.165
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The VIX fear index rose 61.83% from its previous close, currently trading at 26.880.
The VIX fear index rose 61.83% from its previous close, currently trading at 26.880.
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Chip stocks tumbled as Democrats called for a pause on data center expansion following a landslide victory in the midterm elections
Following the Democratic Party's victory in the midterm elections and securing control of Congress, several Democratic lawmakers and newly elected officials have called for stricter restrictions or a
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California tribe wins court order blocking Kalshi from offering sports contracts on its land
California tribe wins court order blocking Kalshi from offering sports contracts on its land; Kalshi must report compliance steps within 21 days after the tribe challenged the effectiveness of its vol
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Financial Times: Wall Street’s massive political donations fail to alter Democrats’ midterm landslide victory
Financial Times: Wall Street's massive political donations failed to alter the outcome of the Democrats' midterm landslide, as top hedge fund managers and private equity executives poured over $300 mi
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Solana Labs ecosystem launches Leap mobile app iPhone beta, supporting trading of tokenized stocks and cryptocurrencies
Solana Labs ecosystem has launched the iPhone internal beta version of the Leap mobile app, supporting the trading of tokenized stocks and cryptocurrencies on Solana. Transactions in the app are route
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Musk retweets SpaceX data center proposal, involving a $50 billion investment plan
Musk reposted a post by @xdNiBoR, which outlined a presentation by SpaceX energy and data center developer Riley Trettel at a Cochise County meeting. According to the repost, the project involves a $5
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Microsoft closed 3.08% lower, currently trading at $538.690
Microsoft closed 3.08% lower, currently trading at $538.690
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Kalshi and Coinbase Stock Perpetual Contracts Face CFTC Deadline Test After Lawsuit by CBOE-Affiliated Industry Group
Kalshi and Coinbase, among other platforms, are facing a deadline test from the U.S. Commodity Futures Trading Commission (CFTC) regarding stock perpetual contracts. Previously, the Capital Markets Al
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Meta Launches Muse Voice Feature, Allowing U.S. Users to Video Call AI Avatars
Meta Launches Muse Voice Feature, Allowing U.S. Users to Video Call AI Avatars
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Burry: Sold 25% of his semiconductor ETF put option holdings
Burry: Sold 25% of his semiconductor ETF put option holdings
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The US IRS has announced the federal income tax brackets and standard deduction for fiscal year 2027, with the top tax rate remaining unchanged at 37%.
The U.S. Internal Revenue Service (IRS) has released the federal income tax brackets and standard deductions applicable for the 2027 tax year (to be filed in 2028). The top tax rate of 37% will apply
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Google Invests $17 Billion to Build First Data Center in Wyoming
Google Invests $17 Billion to Build First Data Center in Wyoming
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Meta Warns Political Pushback Against Data Centers After US Midterms Will Make AI Expansion More Difficult
Meta has warned that political pushback against data centers following the US midterm elections will make AI expansion more difficult. Meta executives stated that a Democratic victory in the US midter
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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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SK Hynix fell 6.02% from its previous close, currently trading at ₩1,312,000.
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SK Hynix fell 9.31% from its previous close, currently trading at ₩1,266,000.
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Samsung Electronics fell 5.85% from its previous close, currently trading at ₩205,250.
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SK Hynix fell 7.81% from its previous close, currently trading at ₩1,287,000.
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South Korea's KOSPI index fell 4% from the previous close, currently trading at 5,456.25
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Phoenix (PHB) Project Analysis: Technical Vision, Ecosystem Matrix, and Current Development Status
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What Are Cryptocurrency Exchanges: How to Choose Between CEX and DEX
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Bank of Japan September Meeting Minutes: Voted 7-2 to Raise Rates to Around 1.25% at the Time
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What is WCFX (Wrapped Conflux)? 2026 Ecological Progress and Outlook Analysis
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Current Status Analysis of SHIBEMP: Extreme Risks and Market Exhaustion in Meme Coins
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