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Citi Report: NVIDIA expects AI infrastructure revenue per GW to rise from $18 billion in the Hopper era to $40 billion in the Rubin era.
Citigroup recently released a report stating that NVIDIA expects its revenue opportunity per GW of AI infrastructure to increase from $18 billion in the Hopper era to $25 billion in the Blackwell era,
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Bybit to list CVNAUSDT TradFi Perpetual Contract on Sep 29, 2026, at 9:40 AM UTC, with up to 25x leverage
Bybit to list CVNAUSDT TradFi Perpetual Contract on Sep 29, 2026, at 9:40 AM UTC, with up to 25x leverage
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Bybit to list TWSTUSDT TradFi Perpetual Contract on Sep 29, 2026, at 9:40 AM UTC, with up to 25x leverage
Bybit to list TWSTUSDT TradFi Perpetual Contract on Sep 29, 2026, at 9:40 AM UTC, with up to 25x leverage
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Brent Crude Rises Over 1% Amid Easing Hormuz Grip, While Treasury Yields Ease and US Stocks Open Muted
Brent crude futures are up more than 1% as Iran's grip on the Strait of Hormuz loosens, leading to rebounding oil exports from the region, which should help ease a supply crunch. However, this also ra
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Pimco president says global investors are turning to China for diversification, seeing Chinese bonds as a safe alternative to crowded US asset markets
Christian Stracke, president of the US-based asset manager Pimco, which oversaw over US$2 trillion in assets by the end of June, stated that sentiment towards China has “flipped 180 degrees.” He noted
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US Bitcoin spot ETFs see $31.07M net inflow, marking 8th consecutive day; Ethereum spot ETFs record $17.10M net inflow, 7th consecutive day (Sept 28 ET)
According to SoSoValue, US Bitcoin spot ETFs saw a total net inflow of $31.07 million yesterday (September 28, Eastern Time), marking 8 consecutive trading days of net inflows. Meanwhile, Ethereum spo
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UBS: The market is overestimating the likelihood of the Federal Reserve raising interest rates in October before the election; historical data shows no October rate hikes in 35 years.
UBS analyst Simon Penn noted in a Monday morning report that while the market is currently pricing in about a 69% probability of a rate hike at the October 28 meeting, this expectation significantly o
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NVIDIA Seeks Insurers to Share AI Infrastructure Risks
NVIDIA, the world's most valuable listed company by market capitalization, is seeking new ways to attract deeper Wall Street participation in financing the AI boom by partnering with insurance compani
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U.S. chipmaker Broadcom and Japan's Toppan Holdings opened Singapore's first advanced chip substrate plant on Tuesday, months ahead of schedule, to ease AI supply bottlenecks.
U.S. chipmaker Broadcom and Japan's Toppan Holdings opened Singapore's first advanced chip substrate plant on Tuesday, months ahead of schedule, to ease AI supply bottlenecks.
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Jefferies: Quantum Computing Industry Reaches Historic Inflection Point, Competition Shifts to Supply Chain and Manufacturing
Jefferies analysts released a report after attending the Quantum World Congress (QWC), stating that the quantum computing industry is undergoing a profound paradigm shift. The core challenge has moved
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Samsung Electro-Mechanics to invest $5 billion (W6.78tr) in chip package substrate capacity, with customer backing for AI-server substrates
The Samsung Electronics affiliate will expand its chip package substrate capacity in South Korea and Vietnam. Global customers are helping fund part of its new AI-server substrate capacity in Sejong a
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Anthropic Files for IPO: Targets $4.6 Billion Revenue, $8.06 Billion Operating Loss in 2025, Aiming for Over $2 Trillion Valuation
AI company Anthropic's revenue is projected to grow twelvefold to nearly $4.6 billion in 2025, with operating losses expanding from $2.98 billion in 2024 to $8.06 billion in the same period, according
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Seoul stocks open lower Tuesday, with KOSPI falling 0.19% to 6,876.43, tracking Wall Street losses amid rising oil prices, inflation concerns, and Middle East tensions.
Seoul stocks open lower Tuesday, with KOSPI falling 0.19% to 6,876.43, tracking Wall Street losses amid rising oil prices, inflation concerns, and Middle East tensions.
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Samsung Commits $1 Billion to AI Infrastructure Firm Backed by KKR, Nvidia
The investment in Helix Digital Infrastructure brings the platform’s total secured capital to more than $11 billion, which will support its strategy of delivering the next generation of data centers,
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US stocks fall sharply on Monday, S&P 500 sees largest daily drop since Aug 20; oil prices and Treasury yields rise amid Iran war uncertainty
The Dow Jones Industrial Average fell 347 points (0.7%) to 51,481, the S&P 500 lost 59 points (0.8%) to 7,683, and the Nasdaq Composite lost 248 points (0.9%) to 26,820. The S&P 500's decline was its
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Jim Cramer: AMD's Strong Rally Not Over Yet, Expects Agency AI to Drive CPU Demand
CNBC host Jim Cramer stated on Monday that under CEO Lisa Su's leadership, Advanced Micro Devices' (AMD) strong rally is far from over, and the rise of agentic AI will bring new significant growth opp
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U.S. Representative Ro Khanna to Introduce AI Safety Bill: Prohibits Recursive Self-Improvement in AI, Establishes New Regulatory Body, Imposes Criminal Penalties for AI Models Committing "Crimes Against Humanity"
The bill, titled the "Human-Controlled AI Act," would prohibit models from recursively self-improving or autonomously modifying core objectives, containment, or shutdown controls until federal safegua
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Wallstreetcn Analysis: 10-year U.S. Treasury yield breaks above 5% and surpasses S&P 500 earnings yield, making bonds the most attractive in 25 years.
Wallstreetcn analysis indicates that the 10-year U.S. government bond yield has surpassed 5%, exceeding the S&P 500's earnings yield, making bonds the most attractive relative to stocks in approximate
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Goldman Sachs' board has discussed plans to appoint John Waldron as the next CEO.
Goldman Sachs' board has discussed a plan to replace CEO David Solomon, who has led the firm since 2018, as early as next year, with Chief Operating Officer John Waldron taking over, according to a Wa
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OpenAI abandons plan to release upcoming model GPT-6.1 Astra due to safety concerns
OpenAI confirmed on Monday that it decided not to release its upcoming artificial intelligence model, GPT-6.1 Astra, after determining it did not adequately meet its safety standards. The decision com
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US Treasury threatens crackdown on Wall Street tax-avoidance strategies
The Department limits use of ETFs to avoid taxable gains and says it could target other ‘potentially abusive’ tactics.
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Summit Therapeutics shares rose after AstraZeneca Plc announced a $2 billion strategic equity investment in the cancer drugmaker to jointly develop drugs.
Summit Therapeutics shares rose after AstraZeneca Plc announced a $2 billion strategic equity investment in the cancer drugmaker to jointly develop drugs.
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AMD announced its acquisition of World Labs, an AI startup founded by Fei-Fei Li, for $8 billion.
AMD will acquire World Labs for $8 billion. The company was founded by Stanford University researcher Fei-Fei Li and specializes in developing AI models that understand 3D environments.
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Apollo-Backed Michaels Receives S&P Credit Upgrade to B From B- on Sales Growth and Debt Paydowns
Apollo-Backed Michaels Receives S&P Credit Upgrade to B From B- on Sales Growth and Debt Paydowns
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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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Bitcoin Dips Below $76,000 Amid Tech Stock Sell-Off and AI Bubble Concerns
Weighed down by a sharp sell-off in U.S. tech stocks and growing concerns over an AI bubble, Bitcoin broke below $76,000 during intraday trading. A sweeping victory by the U.S. Democratic Party in the
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Mysterious Seller Lists ~$500M Stargate and CyrusOne Data Center Loan Portfolio
According to Bloomberg, a data center loan portfolio valued at approximately $500 million is being offered for sale as a whole through a rare auction, following the Democratic landslide in the US midt
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Oracle fell 7.46% from its previous close, currently trading at $114.500
Oracle fell 7.46% from its previous close, currently trading at $114.500
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SpaceX is down 7.71% from its previous close, currently trading at $125.435.
SpaceX is down 7.71% from its previous close, currently trading at $125.435.
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Meta closed down 4.22% at $603.430.
Meta closed down 4.22% at $603.430.
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Palantir closed 9.96% lower, currently trading at $154.600
Palantir closed 9.96% lower, currently trading at $154.600
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The VIX volatility index rose 59.78% from its previous close, currently standing at 26.540.
The VIX volatility index rose 59.78% from its previous close, currently standing at 26.540.
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White House Reviewing SEC’s Proposed Crypto Broker Rule Changes
White House Reviewing SEC’s Proposed Crypto Broker Rule Changes
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Goldman Sachs traders say phones are exploding as AI selloff worsens
Goldman Sachs traders say phones are exploding as AI selloff worsens
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Strategy's STRC preferred stock briefly rebounded to $100, raising hopes for the restoration of its Bitcoin financing channels
Strategy's STRC preferred stock briefly rebounded to $100 on November 4, with Executive Chairman Michael Saylor posting "We're back." Previously, the preferred stock had lingered below its $100 par va
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Amundi, Europe's largest asset manager, launches tokenized equity index fund on Ethereum
Amundi, Europe's largest asset manager, has launched a tokenized stock index fund on Ethereum, with a new share class offering blockchain-based exposure to the Stoxx Europe 600 index.
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OpenAI President Greg Brockman stated that the company may be ready for an IPO by 2027.
OpenAI President Greg Brockman stated that the company may be ready for an IPO by 2027, noting that accelerating enterprise revenue growth and improving business performance are the main drivers suppo
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U.S. stocks extended their losses, with the S&P 500 falling 4.1%, the Nasdaq dropping 5.4%, and the Dow declining 3.2%.
U.S. stocks extended their losses, with the S&P 500 falling 4.1%, the Nasdaq dropping 5.4%, and the Dow declining 3.2%.
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U.S. stocks extended their declines, with the S&P 500 falling 4.00%.
U.S. stocks extended their declines, with the S&P 500 falling 4.00%.
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Circle traded down 12.65% from its previous close, currently quoted at $66.488
Circle traded down 12.65% from its previous close, currently quoted at $66.488
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Strategy is down 10.71% from its previous close, currently trading at $127.280
Strategy is down 10.71% from its previous close, currently trading at $127.280
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Coinbase closed down 11.16% from its previous close, currently trading at $134.600
Coinbase closed down 11.16% from its previous close, currently trading at $134.600
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SanDisk is down 19.94% from its previous close, currently trading at $830.540.
SanDisk is down 19.94% from its previous close, currently trading at $830.540.
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Tesla closed down 11.81% from the previous session, currently trading at $339.715
Tesla closed down 11.81% from the previous session, currently trading at $339.715
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The VIX volatility index rose 55.75% from its previous close, currently standing at 25.870.
The VIX volatility index rose 55.75% from its previous close, currently standing at 25.870.
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Wall Street's VIX fear index recorded its biggest single-day intraday volatility swing since April, with traders arguing that volatility should be even higher.
Wall Street's VIX fear gauge recorded its largest single-day intraday swing since April, with traders arguing that volatility should be even higher. CNBC reported that on Thursday, November 5, the VIX
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Markit Data: SpaceX 5-year credit default swap (CDS) widens to 286.56 bps, hitting a record high
Markit Data: SpaceX 5-year credit default swap (CDS) widens to 286.56 bps, hitting a record high
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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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1
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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WTI crude oil fell 8.47% from its previous close, currently trading at $88.474.
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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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Silver is up 5.73% from its previous close, currently trading at $52.244.
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NVIDIA fell 3.32% from its previous close, currently trading at $199.820
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What Are Cryptocurrency Exchanges: How to Choose Between CEX and DEX
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Phoenix (PHB) Project Analysis: Technical Vision, Ecosystem Matrix, and Current Development Status
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