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Musk, NVIDIA's Jensen Huang, and Apple's Tim Cook will meet with Chinese leaders this week to discuss their companies' demands in China.
According to MarketWatch, executives from Tesla, NVIDIA, and Apple will meet with Chinese leaders to discuss their respective companies' business interests in China, including Tesla's Shanghai factory
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Moderna's shares surged on Monday ahead of the release of Phase III data for its mRNA cancer vaccine next month.
Moderna's stock surged on Monday after the biotechnology company confirmed it would release highly anticipated Phase III data for its experimental mRNA cancer vaccine next month. The vaccine is being
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MarketWatch: Credit Markets Warn of Rising AI Boom Funding Risks, Higher Debt Costs
Despite equity investors' optimism about strong demand for chips and servers, credit markets are signaling increasing financing risks and rising debt costs for the artificial intelligence (AI) boom. T
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TD Cowen expects limited demand for tokenized stocks despite SEC's new trading rules
Investment bank TD Cowen anticipates minimal near-term adoption of tokenized stocks by both domestic retail and institutional investors, despite the US Securities and Exchange Commission (SEC) last we
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Musk retweeted a Tesla post, which quoted a user's comment on FSD as "feels like magic."
Elon Musk retweeted a post from the official Tesla account, which quoted a user's review of Tesla's Full Self-Driving (FSD) system. The user stated that they had used FSD for over 90% of their mileage
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Eli Lilly CEO Dave Ricks says 700,000 new seniors have started GLP-1s since Medicare coverage launched in July, with 70% on Lilly drugs
Ricks told CNBC on Monday that the rollout of Medicare coverage for obesity drugs has been "very encouraging," expanding the broader GLP-1 market as hoped. The coverage is provided through a temporary
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Intel surges 12% as CPU stocks rally
Intel surges 12% as CPU stocks rally
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Meta's Muse personal AI agent records 730,000 downloads in 5 days, topping ChatGPT, Grok and Claude
Meta's Muse personal AI agent recorded 730,000 downloads over roughly five days after its September 8 launch, surpassing OpenAI's ChatGPT, SpaceXAI's Grok AI, and Anthropic's Claude in cumulative down
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The S&P 500 index rose 1.53% today, now at 7,767.42.
The S&P 500 index rose 1.53% today, now at 7,767.42.
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Billionaire Tim Draper Criticizes Apple and Meta for Not Holding Bitcoin, Calls It "Irresponsible"
Billionaire venture capitalist Tim Draper stated that it is "irresponsible" for companies the size of Apple and Meta not to hold Bitcoin as part of their corporate reserves. He believes that current f
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Meta rose 11.76% intraday, now trading at $743.455.
Meta rose 11.76% intraday, now trading at $743.455.
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OpenAI is developing new features to counter rivals such as Grok Bot and Meta Muse.
OpenAI is developing specialized features to counter SpaceX's Grok Bot and Meta's newly launched Muse product, The Information reported. OpenAI plans to reorganize and rebrand the agent capabilities w
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Economists say the US stock market rally is fueling a "retirement wave," with the labor force participation rate for older workers declining since August 2024.
Bank of America economists note that the stock market boom, fueled by the AI craze, has led to a "wealth effect," prompting workers aged 55 and above to exit the labor force at a faster rate. Data fro
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Meta rose 10.23% intraday, now trading at $733.265.
Meta rose 10.23% intraday, now trading at $733.265.
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Donald Trump stated that the U.S. Department of Justice would control the risks of artificial intelligence if necessary.
Donald Trump posted on Truth Social on Monday that the Department of Justice and other U.S. law enforcement agencies would control the risks posed by artificial intelligence (AI) "when necessary." He
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Strategy and Strive bought $183 million in Bitcoin last week as BTC rally above $85,000 revived treasury trade
Bitcoin treasury companies Strategy and Strive acquired approximately $183 million worth of BTC last week, with Strategy Inc. purchasing 950 BTC for $75.7 million between Sept. 14 and Sept. 20, and St
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The Federal Reserve's preliminary SVB report has not been publicly released, requiring journalists to register for access; the current head of the Fed's supervision department previously served as an executive at the law firm reviewing the report, raising conflict of interest concerns.
Journalist Nick Timiraos tweeted that the Federal Reserve's preliminary report on Silicon Valley Bank (SVB) has not yet been made public through official Fed channels, and he had to register for a non
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The Nasdaq Composite Index rose 1.88% intraday, now at 27,019.97.
The Nasdaq Composite Index rose 1.88% intraday, now at 27,019.97.
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Amazon has blocked Meta's AI shopping agent, Muse, stating it violated terms of service by unauthorized access to the platform.
On September 21, Amazon cut off Meta's personal AI agent, Muse, from making purchases on Amazon on behalf of users. Users attempting to shop via Muse received a prompt stating that unauthorized AI age
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Crypto industry PAC Fairshake has invested $30 million to oppose Senator Sherrod Brown's re-election bid.
Fairshake, the crypto industry's primary political action committee, has pledged $30 million to prevent Sherrod Brown from being re-elected as senator in Ohio. Fairshake spokesperson Geoff Vetter conf
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Chicago Fed President Austan Goolsbee: Higher interest rates will have to slow the economy to combat supply shocks, which will be "painful."
Austan Goolsbee stated that central banks have reached their limit in waiting for supply shocks, meaning higher interest rates will have to slow down sectors of the economy that may not be pushing up
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Meta rose 8.62% intraday, now trading at $722.600.
Meta rose 8.62% intraday, now trading at $722.600.
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Jefferies analyst says Microsoft’s software business is its ‘most underappreciated’ driver
Analyst Brent Thill highlighted the potential of Microsoft 365 Cloud, which includes products like Word and Excel, noting that investors may be underestimating its revenue potential compared to the co
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Unsealed statements in NYT lawsuit reveal OpenAI execs called AI an 'existential threat' to journalism, sparking options activity in NYT stock
Newly unsealed statements in The New York Times' copyright lawsuit against OpenAI and Microsoft show an OpenAI executive allegedly acknowledged their chatbots were an "existential threat" to journalis
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Yale University Professor Jeffrey Sonnenfeld puts the probability of NVIDIA CEO Jensen Huang's departure at "around fifty-fifty."
In an interview, Jeffrey Sonnenfeld, Senior Associate Dean at the Yale School of Management, stated that given the NVIDIA board's investigation into CEO Jensen Huang regarding alleged espionage ties,
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NVIDIA Partners with Samsung, Kakao Mobility, and LG Electronics to Advance South Korea's Physical AI Ecosystem
NVIDIA is partnering with South Korean industry leaders to advance the physical AI ecosystem. Specifically, Samsung Electronics is expanding its collaboration with NVIDIA to drive semiconductor innova
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Hyundai Motor and AIM Intelligence are exploring and integrating NVIDIA OpenShell to power secure AI agents
Hyundai Motor and AIM Intelligence are exploring and integrating NVIDIA OpenShell to support secure AI agents. Hyundai Motor is exploring the NVIDIA NemoClaw blueprint and the OpenShell runtime, while
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NVIDIA Expands Sovereign AI Cooperation with South Korea's Ministry of Science and ICT, Covering Infrastructure and Models
NVIDIA and South Korea's Ministry of Science and ICT Expand Sovereign AI Cooperation, Covering Infrastructure and Models. NVIDIA and South Korea's Ministry of Science and ICT (MSIT) have announced an
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NVIDIA Releases Dynamo Deployment Solution to Support Deployment of South Korean Open-Source AI Model Services
NVIDIA has released the Dynamo optimized deployment framework, supporting leading open-source models from South Korea, including SK Telecom's A.X K2, LG AI Research's K-EXAONE 2.0, Upstage's Solar Ope
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NVIDIA Signs MoU with Kakao Mobility to Develop Level 4 Autonomous Driving Systems
According to The Korea Herald, Kakao Mobility announced on Monday that it has signed a memorandum of understanding (MOU) with NVIDIA in Seoul to collaborate on the development of global-standard Level
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Asian stock markets rebounded, with the Nikkei 225 index up 3.45% as of 12:00 Beijing time.
According to Al Jazeera, Asian stock markets rebounded on Monday following last week's sell-off in technology stocks. As of 12:00 Beijing time, the Nikkei 225 Index was up 3.45%.
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Samsung and Hyundai Motor executives held an unprecedented "Appreciation Day" gathering on Monday to deepen cooperation in chips and batteries.
Samsung and Hyundai Motor executives held an unprecedented "Appreciation Day" gathering on Monday to deepen cooperation in chips and batteries.
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NVIDIA perpetual contracts drop 3.8% on Hyperliquid as market digests news of CEO Jensen Huang's alleged involvement in espionage probe
NVIDIA perpetual contracts drop 3.8% on Hyperliquid as market digests news of CEO Jensen Huang's alleged involvement in espionage probe
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NVIDIA Scandal and Breakdown of Iran Nuclear Talks Trigger Volatility, Bitcoin Experiences "Drop Then Rally" Price Action
NVIDIA Scandal and Breakdown of Iran Nuclear Talks Trigger Volatility, Bitcoin Experiences "Drop Then Rally" Price Action
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Musk retweeted Qualcomm CEO Cristiano Amon's post regarding the SpaceX collaboration, stating that they are working on 5G and future breakthrough technologies.
Musk retweeted a post by Qualcomm CEO Cristiano Amon regarding the collaboration with SpaceX, saying he is excited to partner with Qualcomm to develop 5G and future breakthrough technologies. Amon sta
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French investment giant Ardian plans to enter the Chinese market, bullish on more attractive corporate valuations.
French investment giant Ardian is planning to enter the Chinese market, drawn by more attractive corporate valuations. According to company executives, the private equity firm, which manages over $200
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Lookonchain: A whale has opened a short position on 30,000 NVDA with 10x leverage on Hyperliquid, with a size of approximately $5.44 million.
Lookonchain: A whale has opened a short position on 30,000 NVDA with 10x leverage on Hyperliquid, with a size of approximately $5.44 million.
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Winbond CEO Warns: AI-Driven Memory Price Surge Is Unsustainable
Winbond CEO Warns: AI-Driven Memory Price Surge Is Unsustainable
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Mizuho is reshaping the landscape of Japan's equity capital markets through massive global IPOs
Mizuho is reshaping the landscape of Japan's equity capital markets through major global IPOs, carving out a lucrative niche in equity capital markets by bridging US demand for artificial intelligence
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Apple and Samsung Pivot to Chinese AI Rivals to Maintain Market Competitiveness
Apple and Samsung are turning to Chinese AI competitors to maintain market competitiveness, with Apple partnering with Alibaba Group and Samsung teaming up with Baidu. This highlights the dilemma fore
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Berkshire Hathaway has mandated banks to arrange its first yen-denominated bond issuance since April.
Berkshire Hathaway has mandated banks to prepare for its first yen-denominated bond issuance since April. According to people familiar with the matter, Berkshire Hathaway has appointed Mizuho Securiti
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South Korea's KOSPI opened 0.63% lower, bucking the upward trend of U.S. stocks.
The South Korea Composite Stock Price Index opened down 0.63%, reversing Wall Street gains as investors dumped tech-heavy stocks. As of 9:15 a.m., the Korea Composite Stock Price Index was down 31.68
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Nikkei Rises 1.7%, Led by Machinery, Financial Stocks
Nikkei Rises 1.7%, Led by Machinery, Financial Stocks
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NVIDIA Board Launches Independent Investigation into CEO Jensen Huang Over Alleged Espionage Ties
NVIDIA’s Board of Directors has announced the initiation of an independent investigation following reports that CEO Jensen Huang had been targeted by a Chinese espionage operation. Jensen Huang sent a
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NVIDIA stated that CEO Jensen Huang will continue to lead the company during the investigation, and Jensen Huang admitted to infidelity toward his wife and apologized.
NVIDIA stated that CEO Jensen Huang will continue to lead the company during the investigation, and Jensen Huang admitted to infidelity toward his wife and apologized.
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US CFTC requires derivatives exchanges to eliminate or explain domestic geographic restrictions within 30 days, confronting Kalshi litigation divergence
On November 5, the U.S. Commodity Futures Trading Commission (CFTC) issued a 30-day mandate to derivatives exchanges, requiring them to remove domestic geographic restrictions that violate fair access
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Democrats' Midterm Election Victory Hits AI Stocks Hard, U.S. Treasuries Rally in New Wave of Gains
Democrats' Midterm Election Victory Hits AI Stocks Hard, U.S. Treasuries Rally in New Wave of Gains
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Citadel Securities and Cboe-backed group sues Kalshi over its approved launch of single-stock perpetual contracts
Citadel Securities and Cboe-backed group sues Kalshi over its approved launch of single-stock perpetual contracts
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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.
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