U.S. stocks
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Jensen Huang: China is the only country in the world capable of large-scale output across three dimensions: chip manufacturing, open-source models, and AI researcher cultivation.
NVIDIA CEO Jensen Huang stated on Wednesday that China is the only country globally capable of achieving large-scale output simultaneously across three dimensions: chip manufacturing, open-source mode
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Jensen Huang: DeepSeek's GPU inference monetization price of $38 per hour confirms strong AI demand, and demand is the fundamental solution to all problems.
NVIDIA CEO Jensen Huang on Wednesday responded to the astonishing inference gross profit data disclosed by DeepSeek, stating that the open-source model's GPU inference monetization price reached $38 p
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Jensen Huang: NVIDIA GPUs can last 7-8 years, far exceeding market expectations, and NVIDIA provides residual value guarantees for chip resales to help CoreWeave and others lower financing costs.
NVIDIA CEO Jensen Huang stated on Wednesday that the actual lifespan of the company's GPUs can reach seven to eight years, significantly exceeding the market's previous common assumption of four years
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NVIDIA invests over $4 billion to deepen cooperation with OSAT vendors, accelerating AI chip backend capacity and CPO deployment.
Bank of America Securities reported that NVIDIA confirmed the full-scale mass production of its Vera Rubin GPUs and CPUs at the GTC conference in Berlin on October 21. NVIDIA also announced deepened c
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Goldman Sachs research estimates: Hashrate giant CoreWeave faces $60 billion in capital expenditures to fulfill its $129 billion order backlog, but customer prepayments could reduce new debt requirements to $23 billion.
Goldman Sachs noted in its October 21 research report that CoreWeave, a major hashrate infrastructure provider, faces approximately $60 billion in capital expenditures to fulfill its order backlog of
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Bitcoin gave back earlier gains, falling to $82,500, as Tesla and Meta earnings failed to ease AI sector concerns.
Bitcoin briefly surpassed $84,000 and touched nearly $85,000 on Wednesday evening before retreating below $82,800 in early Asian trading on Thursday, giving back earlier gains. Mixed earnings reports
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Long-End US Yield Hits One-Month Low as AI Fears Fuel Haven Bid
Long-End US Yield Hits One-Month Low as AI Fears Fuel Haven Bid
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NVIDIA plans to invest hundreds of millions of dollars in Australian AI cloud service provider Firmus Grid.
NVIDIA is in talks with Australian AI cloud service provider Firmus Grid to inject hundreds of millions of dollars. This follows Firmus's failed IPO plan, which valued the company at $30 billion, and
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Goldman Sachs maintains a "Buy" rating on NVIDIA with a $300 price target, expecting AI deployment to remain on track.
Goldman Sachs Research published a report after NVIDIA's GTC Berlin conference, maintaining a "Buy" rating on NVIDIA with a 12-month price target of $300, representing approximately 38.6% upside from
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NVIDIA GTC Berlin Conference Announces Multiple AI Advancements: Supply Chain Capacity Significantly Expanded, Physical AI Revenue Exceeds $11 Billion
NVIDIA announced several AI advancements at its GTC Berlin conference on October 21, including the launch of the DSX POD modular data center solution, which can reduce deployment cycles from months to
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IBM's Q3 Revenue and Profit Beat Expectations, Full-Year Free Cash Flow and Software Revenue Guidance Raised
IBM announced its third-quarter earnings, with both revenue and adjusted EPS exceeding Wall Street expectations. The company's revenue reached $17.103 billion, a 5% year-over-year increase; adjusted E
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Texas Senate Race: Talarico Fires Back at Elon Musk Over Campaign Donation
Democratic nominee James Talarico on Wednesday criticized Elon Musk for donating $158 million in September to a Republican Super PAC that supports Talarico's opponent, Ken Paxton. Talarico accused Mus
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Meta unveils Muse monetization roadmap after strong earnings and optimistic guidance
Meta unveils Muse monetization roadmap after strong earnings and optimistic guidance
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Nikkei Edges 0.3% Higher as Wall Street’s Gains Offset Mideast Worries
Nikkei Edges 0.3% Higher as Wall Street’s Gains Offset Mideast Worries
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Wall Street Banks Under Pressure from Leverage: Goldman Sachs Data Shows Hedge Fund Gross Leverage Rose to 214% Instead of Falling
According to Bloomberg, amid the AI stock trading frenzy in Asia, Barclays has reached its financing limit for hedge fund clients and is borrowing capital quotas through an internal auction mechanism
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Meta Q3 revenue beats expectations, but profit hit by $18B legal settlement and $25B New Mexico ruling; shares jump 7%
Meta's third-quarter revenue surpassed investor expectations, driven by its aggressive investment in AI. However, the social media giant's profits were significantly impacted by an $18 billion legal s
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Sources indicate that the deal between SpaceX and Tesla is planned to be completed before the end of Donald Trump's term.
Sources indicate that the deal between SpaceX and Tesla is planned to be completed before the end of Donald Trump's term.
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Musk: Tesla Megapack energy storage systems are almost sold out through 2027.
Tesla CEO Elon Musk stated during the earnings call that the company's energy storage business is experiencing extremely strong demand, with nearly all Megapack capacity for 2027 already sold out. The
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Tesla has lowered its annual capital expenditure target to $20 billion, with Musk stating a 2030 goal of approximately 5 million vehicles produced annually.
Tesla announced during its Q3 earnings call that it is lowering its annual capital expenditure target from over $25 billion to $20 billion, a reduction of approximately 20%. CEO Elon Musk stated that
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Tesla's Q3 FSD subscriptions reached 1.74 million, exceeding expectations, and Robotaxi has launched in Austin.
Tesla's active FSD subscriptions reached 1.74 million in Q3 2026, exceeding analysts' expectations of 1.57 million, a year-over-year increase of 67%. The FSD (Supervised) take rate in new vehicle deli
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Tesla's Q3 energy storage revenue fell 16% year-over-year, significantly missing expectations.
Tesla's Energy Generation and Storage revenue for Q3 2026 was $2.88 billion, down 16% year-over-year, significantly missing analysts' expectations of $3.91 billion, and was the primary drag on the qua
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Trump administration suspends PERM green card applications, affecting 8 tech companies including Microsoft and Infosys, dashing the American dream for Indian tech workers.
The Trump administration has announced a suspension of new and pending applications under the Permanent Labor Certification Program (PERM), a move that impacts eight technology companies including Mic
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Tesla's Q3 profit fell 42.7% year-over-year to $787 million, but exceeded analyst expectations; revenue was largely flat at $28 billion.
Tesla reported its third-quarter earnings on Wednesday, with profit falling 42.7% year-over-year to $787 million, still exceeding analyst expectations. Revenue remained largely flat at $28 billion. Th
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Meta expects Reality Labs' operating losses to decrease to approximately $15 billion next year, and to trend towards profitability thereafter.
Meta stated on its Q3 2026 earnings call that it expects its Reality Labs division's operating loss to decrease to approximately $15 billion next year, trending towards profitability thereafter. CFO S
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Palantir fell 5.2% from its previous close, currently trading at $162.770
Palantir fell 5.2% from its previous close, currently trading at $162.770
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SanDisk is down 8.69% from its previous close, currently trading at $947.205
SanDisk is down 8.69% from its previous close, currently trading at $947.205
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Alibaba rose 4.71% from its previous close, currently trading at $110.250
Alibaba rose 4.71% from its previous close, currently trading at $110.250
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Broadcom closed down 3.99% from its previous close, currently trading at $312.500.
Broadcom closed down 3.99% from its previous close, currently trading at $312.500.
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AMD closed down 8.03% from its previous session, currently trading at $449.530.
AMD closed down 8.03% from its previous session, currently trading at $449.530.
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TSMC traded down 4.32% from its previous close, currently quoted at $378.670
TSMC traded down 4.32% from its previous close, currently quoted at $378.670
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Five Credit Portfolio Managers Leave Hedge Fund Brevan Howard
Five Credit Portfolio Managers Leave Hedge Fund Brevan Howard
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Samsung Wallet launches support for Solana-based USDC accounts in the U.S.
Samsung Wallet has launched support for USDC accounts on the Solana blockchain in the United States, allowing eligible U.S. Galaxy users to directly buy, hold, and transfer USDC. The service is powere
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U.S. Q3 nonfarm productivity increased at an annualized rate of 3.6%, marking the largest gain in four quarters.
In the third quarter of 2026, U.S. nonfarm productivity grew at an annualized rate of 3.6%, significantly beating market expectations of a 0.7% decline and marking the largest increase in four quarter
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Box Integrates NVIDIA Nemotron into Its Content Retrieval System, Boosting Query Speed by 4x
Box Integrates NVIDIA Nemotron into Its Content Retrieval System, Boosting Query Speed by 4x
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US Q3 labor productivity growth hits one-year high
U.S. Q3 labor productivity growth hit a one-year high as employers worked to ease the burden of high costs.
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Election Raises Hurdle for Data Center IPOs After Peers Tumble
Election Raises Hurdle for Data Center IPOs After Peers Tumble
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Moonshot AI explores renting Nvidia Blackwell chips through European data centers to bypass US export controls
Moonshot AI explores renting Nvidia Blackwell chips through European data centers to bypass US export controls
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Chinese AI lab Moonshot turns to Europe for Nvidia Blackwell access amid US-China curbs, CNBC reports
Chinese AI lab Moonshot turns to Europe for Nvidia Blackwell access amid US-China curbs, CNBC reports
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Initial jobless claims in the U.S. for the week ending October 31 fell to 189,000, coming in below market expectations.
Initial jobless claims in the U.S. for the week ending October 31 fell to 189,000, coming in below market expectations.
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Google could take a stake in bitcoin miner TeraWulf's AI project if Anthropic defaults
Google could acquire equity in bitcoin miner TeraWulf's AI project if Anthropic defaults and certain contractual conditions are met. According to a filing submitted by TeraWulf on Wednesday, under a 2
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CNBC: Closed-Loop Liquid Cooling Does Not Equate to Net-Zero Water Consumption for Data Centers; External Heat Rejection Methods Shape Water and Power Demand
According to CNBC, actual water consumption by AI data centers is difficult to compare because operators typically disclose company-wide data rather than figures for individual sites. The report notes
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Munich prosecutors raid pension fund group BVK over US commercial real estate investments
Munich prosecutors have raided pension fund group BVK over US commercial real estate investments, just two days after investigators searched asset manager Deutsche Finance in connection with the same
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Riot's $28 billion AI lease agreement with Anthropic grants the tenant veto power over voluntary power load curtailments
The $28 billion AI lease agreement between Riot and Anthropic grants the tenant veto power over voluntary power load curtailments. The agreement officially took effect on November 4, covering the plan
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Activist investor Arkhouse urges People Inc. to execute a share buyback and sell its headquarters building
Activist investor Arkhouse Management Co. is urging Barry Diller's media company, IAC Inc., to conduct a share buyback and sell its New York City office building to boost its stock price. In a letter
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Apple Launches Seven-Part High-Grade USD Bond Offering
Apple Launches Seven-Part High-Grade USD Bond Offering
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Goldman Sachs recommends shorting USD/JPY to hedge against AI sell-off risks
Goldman Sachs recommends shorting USD/JPY to hedge against a potential AI-driven stock market downturn. Analyzing the 20 largest events since 2000 where both equities and bond yields declined simultan
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IG Group analysts: The market is pricing in expectations of an end to the US-Iran war, driving oil prices down; however, the US remains highly likely to carry out a new round of military strikes in the future.
IG Group Chief Market Analyst Chris Beauchamp noted that financial markets appear to be pricing in expectations of an end to the US-Iran war, which is driving oil prices lower. However, he warned that
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Protos: Estimates suggest about 98% of Musk's midterm election donations went to supporting losing candidates
According to Protos, post-election estimates show that approximately 98% of Musk's political contributions for this U.S. midterm election went to support candidates who ultimately lost. Citing the Blo
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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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ETH (Ethereum) surged 5.31% in 1 hour, currently trading at $2,439.61
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Current Status and Future Outlook of IMX in Blockchain Gaming
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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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International Policy Analyst: US Midterm Election Results Indicate War with Iran Has Become a Political Liability
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Why 1WO Price Predictions Are Unreliable: Current Status and Liquidity Analysis of 1World Online
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SK Hynix fell 9.31% from its previous close, currently trading at ₩1,266,000.
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What is Bee Network? The Relationship and Current Status of Bee Network and Pi Network
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SK Hynix fell 6.02% from its previous close, currently trading at ₩1,312,000.
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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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