U.S. stocks
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Analysts say Chinese EVs will enter the U.S. market despite no summit deal
Analysts believe that Chinese electric vehicles, including those from BYD, are all but inevitable to enter the U.S. market, even though recent U.S.-China talks on Thursday and Friday did not result in
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Apple ordered to pay Taction Technology超$5.7 billion in patent infringement verdict over iPhone and Apple Watch haptics, plans to appeal
A federal jury awarded Taction Technology more than $5.7 billion after finding Apple infringed claims from two haptics patents. Apple plans to appeal.
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Berkshire Hathaway increased its stake in U.S. homebuilder Lennar to 10.9%, valued at $2.1 billion, betting on a recovery in the U.S. housing market.
Berkshire Hathaway has nearly doubled its stake in Lennar, the second-largest homebuilder in the U.S., since early July. It now holds a total of 25.9 million shares, valued at $2.1 billion, representi
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McDonald's Shares Down Nearly 31% from February High Amid "Big Mac Inflation"
The fast-food giant is on track for its worst annual return since 2002, with last quarter's sales growth slowing to 0.8%, the slowest in over a year. The company also guided for "slightly negative" US
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Chinese manufacturers eye U.S. AI data center boom, but geopolitical roadblocks remain
Chinese data center manufacturers, including PrefabDC, are seeing significant potential in the U.S. AI infrastructure market, citing strong demand and China's integrated supply chain. However, geopoli
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Tech investor Adam Khoo stated that Meta's acquisition of Scale AI and appointment of Alexandr Wang as Chief AI Officer has added approximately $200 billion to the company's market capitalization.
Tech investor Adam Khoo stated on X that Meta founder Mark Zuckerberg's 2025 acquisition of Scale AI for $14.3 billion and the appointment of its founder Alexandr Wang as Chief AI Officer, which some
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Meta Chief AI Officer Alexandr Wang published an open letter outlining the Muse concept. The application achieved 2.8 million downloads in 12 days, and Meta's market capitalization increased by $234 billion in five days.
Meta's Chief AI Officer, Alexandr Wang, recently published an open letter outlining the core philosophy behind Muse AI Assistant, which he spearheaded to help ordinary people achieve their dreams. Mus
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Foreign Capital Inflows into US Stocks Hit Record $940 Billion in Year to July, as Appetite for Debt Fades and S&P 500 Sees Strong Gains
Foreign Capital Inflows into US Stocks Hit Record $940 Billion in Year to July, as Appetite for Debt Fades and S&P 500 Sees Strong Gains
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OpenAI and Ginkgo Bioworks have significantly revamped their protein design competition format, shifting from a "human-AI showdown" to a "collaborative competition" to ease tensions within the scientific community regarding AI.
Ginkgo Bioworks originally planned for Stanford University Professor Michael Jewett to single-handedly take on OpenAI's AI agent team in a protein design competition. However, on the eve of the first
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British Columbia sues OpenAI and CEO Sam Altman over mass shooting, alleging failure to alert authorities to threats on ChatGPT
The Canadian province of British Columbia filed a lawsuit in a US federal court on September 21 against OpenAI and its CEO Sam Altman. The lawsuit alleges OpenAI failed to notify authorities about con
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Goldman Sachs: U.S. stock market concentration has climbed to historical extremes, with 10 TMT companies in the S&P 500 reaching trillion-dollar valuations.
Goldman Sachs Chief Technology Analyst Pete Callahan noted that there are now 10 U.S. TMT companies in the S&P 500 with market capitalizations exceeding $1 trillion, whereas just three years ago, at t
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Goldman Sachs Analysis: The AI Agent wave and rising US Treasury yields are tearing apart US equities; long-equity holders are advised to simultaneously short US Treasuries to hedge risk.
Tony Pasquariello, head of global hedge fund sales at Goldman Sachs, characterized the current situation as a "frustrating game of cat and mouse" between equity and interest rate markets. He noted tha
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Meta released its AI Agent model, Muse, with its market cap surging by $220 billion in a single week, returning to the $2 trillion mark.
Meta's release of its AI Agent model, Muse, became the biggest market catalyst this week, driving the Nasdaq 100 to be the strongest-performing major stock index and leading a broad rally across the e
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"AI Ring" maker Oura's IPO is oversubscribed by approximately 4x, aiming to raise up to $2.2 billion with a valuation of $14.1 billion.
Smart ring maker Oura's initial public offering (IPO) has been oversubscribed by approximately four times, amidst a volatile U.S. IPO market. The company and some shareholders plan to issue a total of
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Saylor reposted apyx_fi's weekly report: MicroStrategy (MSTR) shares rose 3.0% last week, closing at $158.61. Its net market cap/net asset ratio increased from 1.16x to 1.20x, and the company announced an additional purchase of 950 Bitcoins, bringing its unrealized gains on Bitcoin holdings to $7 billion.
Saylor reposted apyx_fi's weekly report: MicroStrategy (MSTR) shares rose 3.0% last week, closing at $158.61. Its net market cap/net asset ratio increased from 1.16x to 1.20x, and the company announce
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Tesla Semi electric trucks have officially entered mass production, with initial deliveries commencing. The annual production target is 50,000 units.
Tesla has officially commenced mass production of its heavy-duty electric truck, the Semi, with the first customer deliveries taking place this Thursday evening ET at its dedicated factory in Nevada.
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Larry Ellison Pledges $9.2 Billion More in Oracle Shares as Collateral
Larry Ellison has pledged 67 million more shares of Oracle Corp. as collateral for personal loans than he had at the same time last year.
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Meta lost a trial in New Mexico and faces a potential fine of up to $219 billion. Its stock closed down 3.33% on Friday.
Meta Platforms lost a trial in New Mexico on Thursday, with a jury ruling that the company deceived the public regarding its speech and data privacy policies, violating state law. This marks the most
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Walmart chief rules out personalised pricing, stating the largest US retailer will not use electronic shelf labels to change costs based on shopper identity.
Walmart chief rules out personalised pricing, stating the largest US retailer will not use electronic shelf labels to change costs based on shopper identity.
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Dow Jones Industrial Average snaps three-day losing streak, rising 0.9% (479 points) on Friday; Nasdaq and S&P 500 climb 0.5%
Dow Jones Industrial Average snaps three-day losing streak, rising 0.9% (479 points) on Friday; Nasdaq and S&P 500 climb 0.5%
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Wall Street stocks rallied, with risk assets showing resilience despite record-high US Treasury yields and oil prices breaking above $100.
Over the past week, U.S. government bond yields hit multi-decade highs, oil prices remained above $100 per barrel, and the Federal Reserve had stronger reasons to tighten policy, yet risk assets refus
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OG.com Seeks CFTC Approval to Launch Single-Stock Perpetual Futures
OG.com, a recently spun-off entity from Crypto.com, is seeking approval from the U.S. Commodity Futures Trading Commission (CFTC) to offer single-stock perpetual futures products to retail investors.
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Federal Reserve Board announces approval of application by Peoples Bancorp Inc.
Federal Reserve Board announces approval of application by Peoples Bancorp Inc.
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Morgan Stanley: Oracle's force majeure notice to data center developer will weigh on debt financing for AI buildout
Morgan Stanley stated that Oracle Corp.'s force majeure notice to the developer of a massive New Mexico data center is putting loan and lease documents under fresh scrutiny, adding to the challenges f
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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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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
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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
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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
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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.
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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
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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
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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.
U.S. stocks
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