U.S. stocks
-
Goldman Sachs: Five Largest US Hyperscalers' AI Infrastructure Spending to Surge 54% to $1.2 Trillion by 2027, Exceeding Wall Street Estimates
Goldman Sachs expects Amazon, Alphabet, Microsoft, Oracle, and Meta to boost their AI infrastructure spending by 54% to $1.2 trillion in 2027, surpassing current Wall Street estimates. These companies
-
MicroStrategy (MSTR) proposes daily dividends for four preferred stock series
MicroStrategy (MSTR) is seeking shareholder approval to shift four preferred stock series — STRF, STRC, STRK, and STRD — to daily dividend payments. The change would not alter dividend rates or total
-
Meta's AI agent, Muse, has reached 700,000 daily active users, but the service has experienced issues such as degradation and agent task failures.
Meta's personal AI agent, Muse, has seen rapid user growth, with daily active users increasing tenfold to 700,000 in the past 11 days, but server-side pressure has emerged earlier than expected. Alexa
-
Citi maintains overweight rating on U.S. equities, advises buying the next market pullback
Citi maintains overweight rating on U.S. equities, advises buying the next market pullback. The bank notes that stocks have remained resilient despite higher oil prices, interest rates, and Federal Re
-
Bond Volatility Surges to March Highs, While Bitcoin and Wall Street Remain Calm Amidst Rising US 10-Year Treasury Yields
The MOVE index, which measures expected volatility in the U.S. Treasury market, jumped from around 80 on Tuesday to 104 on Thursday, reaching its highest level since March. In contrast, Volmex's 30-da
-
StoneX reiterates Buy rating and $475 price target on Tesla, forecasts Q3 deliveries to fall 10% YoY
The firm expects 446,500 deliveries for Q3, slightly below consensus. However, energy storage deployments are projected to jump 20% sequentially to 16.2 GWh, which is expected to help offset weaker ve
-
Goldman Sachs Report: Six major US cloud service providers need to generate $1.42 trillion in revenue between 2028 and 2030 to provide a reasonable return on $1.73 trillion in AI capital expenditures.
Goldman Sachs' latest research report indicates that, under a baseline assumption of a 15% annualized return on invested capital (ROIC), six major US hyperscale cloud service providers—Alphabet, Micro
-
IBIT options trading more calmly after Bitcoin rebound
IBIT's expected volatility is near the bottom of its 12-month range, according to Saxo Bank's analysis of options data from September 23.
-
Lombard Odier Investment Managers Bullish on U.S. Treasuries for First Time in Five Years
Lombard Odier Investment Management has increased its holdings in U.S. Treasuries for the first time in at least five years, deeming their higher yields increasingly attractive relative to equities.
-
U.S. Treasury sell-off subsides, oil prices retreat, and equity futures rise.
U.S. Treasuries have experienced their largest sell-off in days since last year's "Liberation Day Panic," with yields hitting levels not seen in decades. However, this morning's price stabilization wa
-
Reuters: The Federal Reserve plans to ease regulations on large banks, potentially raising the maximum asset threshold from $700 billion to $960 billion.
The Federal Reserve is preparing to raise the asset thresholds that trigger stricter bank regulations, Reuters reported. The highest threshold could increase from $700 billion to approximately $960 bi
-
Oracle's "Project Jupiter" AI data center project for OpenAI in New Mexico is reportedly stalled due to power supply and permitting issues.
Oracle launched "Project Jupiter," a large AI data center campus project in Doña Ana County, New Mexico, last year, aiming to provide hashrate for OpenAI. The project has been plagued by power supply
-
UBS: Market pricing for a Federal Reserve rate hike in October is too aggressive; core PCE inflation is expected to be revised down by 0.2 percentage points, and the Federal Reserve is unlikely to hike rates consecutively.
UBS Chief Investment Officer Mark Haefele and his team noted in their latest report that the actual extent of Federal Reserve policy tightening is likely to be less than what current market pricing su
-
UBS Analysis: US Corporate Capital Expenditure Intentions Rebound from Bottom, Further Rate Hikes May Have Limited Economic Impact
UBS noted in a recent report that U.S. corporate investment has experienced a prolonged period of weakness, with current capital expenditure starting from a significantly lower base compared to past c
-
U.S. Spot Bitcoin ETFs Record $191M in Net Inflows on Sept 24, Extending Inflow Streak to Six Days; Ethereum ETFs See $66.01M Inflows for Five Consecutive Days
U.S. Spot Bitcoin ETFs Record $191M in Net Inflows on Sept 24, Extending Inflow Streak to Six Days; Ethereum ETFs See $66.01M Inflows for Five Consecutive Days
-
Meta CTO Cautiously Dismisses AI Extinction Theories, Emphasizes Open-Source AI Strategy Aims to "Empower People"
Meta CTO Andrew Bosworth stated that he personally does not believe AI will lead to human extinction and holds a conservative view on the timeline for achieving Artificial General Intelligence (AGI).
-
Meta CTO: AI will drive human-computer interaction from "direct manipulation" to "intent understanding," with English becoming the new programming language.
Meta CTO Andrew Bosworth described the next generation of human-computer interaction paradigms, stating that the core value of AI lies in breaking the one-way relationship of "humans adapting to machi
-
China and the US have agreed to extend their trade truce until January next year, falling short of China's expectation for a one-year extension.
The extension is only for a few months, whereas Beijing had hoped for at least a year, meaning key disputes such as tariffs, rare earth supplies, and access to advanced chips will move into the next r
-
Dell Executive: Agent AI May Lead to Critical Component Shortages, Including Memory and HDDs, Persisting for Over 5 Years
Dell Technologies Chief Operating Officer Jeff Clarke said in a recent conversation with Morgan Stanley that agentic AI is markedly different from past hardware cycles. He expects that if related AI w
-
Elon Musk congratulates Tesla Semi team on launching high volume production
Elon Musk retweeted the Tesla Semi team's post, congratulating them on engineering and, even harder, bringing to production an amazing machine. The original post announced that the Semi is here and la
-
Oracle Japan's stock surged over 7% after reporting record fiscal first-quarter earnings, contrasting with a decline in its U.S. parent company's shares.
Oracle Japan reported a 13% year-over-year increase in net sales to 74.86 billion yen (approximately $472 million) for the quarter ending in August. Operating profit rose 22.7% to 25.92 billion yen, a
-
Anthropic signs $11.6 billion computing power agreement with Akamai, marking the latter's largest contract in history.
AI developer Anthropic has signed a seven-year, $11.6 billion hashrate contract with Akamai, marking the largest order in Akamai's history. Under the agreement, Akamai will provide Anthropic with cent
-
Adarx Pharmaceuticals Raises $446.3 Million in Upsized US IPO
Adarx Pharmaceuticals Inc., a San Diego-based late-stage developer of gene therapies, raised $446.3 million in an upsized initial public offering on Thursday. The company priced its shares at the top
-
Oracle must pay New Mexico data centre investors despite force majeure and power issues
The tech group remains responsible for 'Project Jupiter' payments on its New Mexico project, despite issuing a force majeure notice.
-
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.
-
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
-
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
-
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
-
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
-
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.
-
Winbond CEO Warns: AI-Driven Memory Price Surge Is Unsustainable
Winbond CEO Warns: AI-Driven Memory Price Surge Is Unsustainable
-
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
-
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
-
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
-
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
-
Nikkei Rises 1.7%, Led by Machinery, Financial Stocks
Nikkei Rises 1.7%, Led by Machinery, Financial Stocks
-
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
-
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.
-
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
-
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
-
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
-
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
-
Reform UK leader Farage predicts a surge in military action against Iran after the US midterms
In an interview with the BBC, Reform UK leader Nigel Farage predicted that following the US midterm election results, he "expects to see a very sharp increase in military action against Iran." Farage
-
Three U.S. congressional committee chairs have requested NVIDIA CEO to attend a closed-door briefing on espionage defense and other issues.
Three congressional committee chairs have requested NVIDIA CEO Jensen Huang to attend a closed-door briefing on issues including espionage defense, and asked him to respond by November 11th on whether
-
WSJ: Stock funds retain 9.9% gain in 2026 despite tech sell-off
According to The Wall Street Journal, equity funds have maintained a 9.9% gain in 2026 despite the tech stock sell-off. The report noted that declines in AI-related stocks such as Intel dragged the Na
-
Donald Trump stated that the stock market lost $3 trillion in a single day following the election results and vowed to make a comeback.
Donald Trump stated that the stock market lost $3 trillion in a single day following the election results and vowed to make a comeback.
-
US Democrats plan to pass legislation in Congress to repeal Donald Trump's tariff policies.
House Democrats are planning to pass legislation in Congress to repeal Donald Trump's tariff policy. Following the Democratic victory in the U.S. midterm elections and their assumption of control over
-
Amazon is forming a new home robotics team, following its previous acquisition of humanoid robotics startup Fauna Robotics.
Amazon has formed a new home robotics team and is recruiting for positions related to the development of new robots, following its acquisition of New York-based humanoid robotics startup Fauna Robotic
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
"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.
-
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
-
1
What is Computing Power? A Comprehensive Analysis from Concept to Market
-
2
Reviewing Bitcoin's Historical Performance Amid Geopolitical Conflicts: From Flash Crash to V-Shaped Recovery—True Safe-Haven Asset or High Volatility?
-
3
Verification of DOGEBLUE Coin Purchase Channels and Long-Term Holding Risk Analysis
-
4
DNT Issue Price at 0.1 Yuan? Current Status and Risks of district0x
-
5
Current Status and Long-Term Investment Value Analysis of TajCoin (TAJ)
-
6
What is Cryptocurrency? A Review of the Top 5 Cryptocurrencies by Market Cap in 2026
-
7
What is TBX? Current Status of Tokenbox Tokens and Trading Channels
-
8
How to Trade KRX Tokens? Current Listed Exchanges and Risk Warnings
-
9
What is the value of the JavaScript token? Is it worth a long-term investment?
-
10
1MIL Token Analysis: Project Positioning and High-Risk Attributes
Markets Today
Recommended Reading

















