U.S. stocks
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Meta acknowledges its AI assistant Muse was "heavily inspired" by open-source project OpenClaw, including file names and content
Nat Friedman, head of product at Meta’s Superintelligence Labs, stated on X that while Muse was built from scratch, it was "definitely heavily inspired as a product by OpenClaw." This admission follow
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Royal Caribbean nears $3 billion deal for 50% equity stake in Sandals, shares fall 6%
Royal Caribbean is reportedly close to a $3 billion deal to acquire a 50% equity stake in Sandals, a move that values the Caribbean resort chain at $6 billion. The news, first reported by the Financia
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Piper Sandler cut Cisco's (CSCO) price target to $125 due to growth concerns, sending Cisco shares down about 5% on Tuesday.
Piper Sandler analysts lowered their price target for network equipment provider Cisco from $132 to $125, citing concerns that the industry's growth may have peaked, leading to lower P/E ratio expecta
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Berkshire Hathaway increased its stake in U.S. homebuilder Lennar by nearly 10%, sending Lennar's stock soaring 6.6% during intraday trading.
Berkshire Hathaway, founded by Warren Buffett and now led by Greg Abel, purchased nearly 2.7 million shares of Lennar's Class A stock over the three trading days ending Monday, bringing its total hold
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William Blair: Coinbase and Circle Stocks Poised to Benefit from Crypto Market Recovery, Expects USDC Growth to Drive Circle's Next Phase of Development
William Blair analysts stated that Coinbase still offers an attractive entry opportunity after a 31% stock price increase, while lowering their EBITDA expectations. Meanwhile, the firm anticipates tha
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MicroStrategy repurchases Bitcoin it previously sold, paying over $100 million more.
MicroStrategy has repurchased 5,553 Bitcoins in recent weeks, which it had sold earlier this summer. The company sold at a low price in the summer and repurchased at a high price in the autumn, incurr
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Meta's personal AI agent, Muse, drags down stocks reliant on "consumer inertia."
Shares of major banks, insurers, and online travel agencies fell on Tuesday as investors worried that Meta Platforms' personal AI agents and other tools could disrupt businesses that benefit from "con
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Citigroup Survey: Inflation Overtakes Tariffs as Family Offices' Top Concern, Wealthy Flock to Gold and US Equities
Inflation has supplanted trade wars and tariffs as the top risk concern for ultra-high-net-worth individuals this year, with interest rate changes and global financial system stability closely followi
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Options traders bet on new highs for Meta, Intel, Micron; Nasdaq 100 has over 67% chance of new high by week's end
According to options pricing, Meta Platforms has a 52% chance of touching its last year's closing high of $790 by Oct. 2. Intel has roughly a 50% chance of surpassing its closing high of $140 by Oct.
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Donald Trump disclosed July trades, selling up to $25 million each of Microsoft and Amazon stock.
According to the latest financial disclosures, Donald Trump executed over 1,100 securities trades in July, totaling between $79 million and $270 million. The largest transactions were the sales of Mic
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CNBC Analysis: NVIDIA Options Prices Are Unusually Cheap, With Traders Betting on Significant Stock Price Volatility
CNBC analysis indicates that NVIDIA's option prices are unusually cheap, with implied volatility near a one-year low, ahead of two potential catalysts this month. This suggests the market does not ant
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Musk reposted a tweet stating that Grok Bot has officially launched in Tesla vehicles, supporting voice control for tasks such as emails, calendars, and finances.
Musk retweeted a post by Sawyer Merritt, which stated that Grok Bot has officially launched in Tesla vehicles. Users can manage emails, calendars, finances, or other tasks, and even order goods online
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Near Protocol has launched Ondo Finance's tokenized US stocks and ETFs on its near.com platform, supporting purchases with over 30 cryptocurrencies across various networks.
Near Protocol has launched Ondo Finance's tokenized U.S. stocks and ETFs on its near.com platform, supporting purchases with over 30 network cryptocurrencies. The two companies stated that these trans
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Binance Research: RWA-Pegged Perpetual Contracts Capture Significant Trading Demand Outside US Regular Trading Hours
Binance Research reports that perpetual contracts linked to real-world assets (RWA) are capturing trading demand around macro events and individual stocks outside of regular U.S. trading hours. Data s
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Saylor retweeted MicroStrategy's post, stating that market interest and activity for MSTR are on the rise.
Saylor retweeted MicroStrategy's post, stating that market interest and activity for MSTR are on the rise.
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Edison CEO Warns Wildfire Impasse Risks Hundreds of Millions in Higher Customer Bills if Credit Rating Downgraded
Southern California Edison customers face hundreds of millions of dollars in additional costs if the utility’s credit rating is downgraded to junk after California failed to pass wildfire legislation,
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Goldman Sachs reiterated its "Buy" rating on Chevron (CVX) and raised its price target to $240.
Goldman Sachs analysts reiterated a "Buy" rating on Chevron (CVX) and raised its 12-month price target by $15 to $240. The Goldman Sachs team expects Venezuelan crude oil production to double to appro
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CNBC: We are protecting big profits in tech and buying more non-tech in this oversold market
CNBC stated that it is protecting big profits in tech stocks and buying more non-tech stocks in the current oversold market, with three trades planned for Tuesday.
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Rosenblatt analysts upgraded Sandisk to "Buy," stating that AI will help transform NAND flash memory from a commodity to a critical component.
Rosenblatt analyst Kevin Cassidy initiated coverage of Sandisk stock with a "buy" rating in a Monday report. He noted that as larger AI models and inference demand grow, NAND flash is transitioning fr
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Viking Therapeutics' GLP-1 drug VK2735 showed positive results in clinical trials, with subjects maintaining weight loss on a once-monthly dosing regimen. The stock price surged approximately 24% during intraday trading.
Viking Therapeutics' GLP-1 drug VK2735 showed positive results in clinical trials, with subjects maintaining weight loss on a once-monthly dosing regimen. The stock price surged approximately 24% duri
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Binance acquires Circle stake for $100 million, renews USDC partnership.
A U.S. Securities and Exchange Commission (SEC) filing shows that Circle sold 1,237,011 shares to Binance at a price of $80.84 per share, a 5% discount to the closing price on September 17. Additional
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Netflix (NFLX) Hit With Second Downgrade in a Week Over Content, YouTube Threat
Netflix (NFLX) Hit With Second Downgrade in a Week Over Content, YouTube Threat
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LG Electronics' AI liquid cooling equipment receives NVIDIA certification, South Korean stocks rise nearly 7%.
LG Electronics' 2.5-megawatt Coolant Distribution Unit (CDU) has received NVIDIA DSX Ready certification, granting it technical access to NVIDIA AI factory-related projects and positioning it to secur
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Jobs experts weigh in on fall hiring trends: September surge expected to be a 'bump' rather than a 'surge', with Fed rate hike potentially slowing market
Career coaches anticipate a "bump" in fall hiring, but not a full "surge" as seen in previous years. The Federal Reserve's interest rate hike on September 16 to 3.75%-4%, its first increase since July
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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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BlackRock's IBIT accounted for 94% of US spot Bitcoin ETF net outflows last week
BlackRock's IBIT accounted for 94% of US spot Bitcoin ETF net outflows last week
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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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