US Stock Analysis
Nvidia's Stock Price Hits Another Record High as It Cements Dominance in AI Chip Market
On October 9, 2025 (ET), NVIDIA's stock achieved another breakthrough, surging more than 3% during the session to hit an intraday high of $195.30 per share, pushing its market capitalization past $4.73 trillion. The stock closed at $192.57, up 1.83%, with a final market cap of $4.68 trillion. Tradin
Where Are the Investment Opportunities in Spotify?
In recent years, Spotify (NYSE: SPOT), as a key player in the global music streaming industry, has experienced a significant upward trajectory in its stock price. As of September 2025, the stock has gained over 60% year-to-date, effectively doubling from its 52-week low of approximately $362, signif
NVIDIA and Intel Strike a Deal—Is AMD Facing a Real Threat?
Advanced Micro Devices (AMD) experienced significant stock volatility on September 18, 2025, with shares plunging as much as 5.8% intraday before closing at $157.92, down 0.78% for the day.
Tesla Breaches $400 Level With Potential for Further Gains
Tesla's stock closed at $410.04 in U.S. stock market trading on September 15, 2025, rising 3.6% on the day and peaking at an intraday high of $425. This marks the first time the stock has climbed back above the key psychological level of $400 since late January 2025.
This Stock Is Poised to Become Wall Street's Next Hot Pick
On September 10, 2025, Swedish fintech company Klarna officially listed on the New York Stock Exchange under the ticker symbol "KLAR." The IPO was priced at $40 per share, above the previously announced range of $35-37.
Performance far exceeded expectations, Broadcom Takes Aim at Nvidia
September 4, 2025 — Broadcom Inc. (NASDAQ: AVGO) reported financial results for the third quarter of fiscal year 2025, ended August 3, 2025. Revenue for the quarter reached $15.95 billion, a 22% increase year-over-year, surpassing analyst expectations of $15.83 billion.
Key Reasons to Buy and Hold NVIDIA Ahead of Its August 27 Report
Nvidia is set to release its FY2026 Q2 earnings on August 27, with analysts projecting revenue of $45.5 billion and EPS of $1.00.2.In FY2026 Q1, despite H20 export restrictions, the China market still contributed $4.6 billion in sales, and with the market reopening, further revenue growth is expecte
Who is eating up the US growth rate?
In recent months, rising US debt and widening fiscal deficits have frequently dominated financial headlines. For example, CNBC recently reported that the US federal deficit is rapidly expanding due to a combination of tax cuts, expansionary fiscal stimulus, and entitlement spending. Institutions
Two Stocks Investors Need to Pay Attention to This Week
Over the past week, major U.S. stock indices closed higher overall, with the technology sector continuing to lead gains. The Nasdaq rose 3.9%, marking its 18th record closing high this year, with a year-to-date gain of approximately 11%. The S&P 500 increased 2.4% last week, closing near all-time hi
Will Apple Successfully Avoid Trump’s Tariff Impact?
On August 6, 2025, Apple disclosed plans to invest an additional $100 billion in the U.S. over the next four years, bringing its total domestic investment to $600 billion to bolster local supply chains and manufacturing capacity.
High Beta Mania: Is This Market's 1999 Moment?
At the current stage, the market is being driven by extreme speculative sentiment, and investors' desire for exponential returns is growing, leading them to prefer high-beta and volatile stocks. It's important to emphasize that we can't yet confirm whether we're currently in a typical melt-up
Is Wall Street's optimism a real trend or a false prosperity?
Last week, the market saw significant volatility, driven by a combination of macroeconomic headwinds and earnings reports from high-risk companies. The S&P 500 fell 2.36% and the Nasdaq dropped 2.17%. While technology stocks performed strongly this week, overall volatility was significant.
Microsoft Soars to New Highs: Is It Currently Overvalued?
Microsoft delivered a strong fiscal year, particularly driven by the strong performance of its core growth engine, Azure. By the end of the fiscal year, Azure revenue had surged 39% year-over-year, far exceeding consensus expectations for a 34% to 35% increase and maintaining growth exceeding 30%
Other Than Figma, This IPO Stock Also Warrants Attention
On July 30, 2025, low-power semiconductor design firm Ambiq Micro ("Ambiq") successfully went public on the New York Stock Exchange, priced at $24 per share. The stock opened at $38 and closed at $38.53 on the first day, marking a gain of over 60%. As of August 5, the stock was trading at $38.16,
The value of AI for investors and markets
On May 6, 2010, the US stock market plummeted nearly 10% in just a few minutes, triggering the historic event known as the "Flash Crash." This crash wasn't caused by breaking news, macroeconomic data, or a change in Federal Reserve policy. According to an investigation by the US Commodity Futures
From a cyclical perspective, the current market is in the overlapping stage of three key cycles. First, the stock market cycle is in the middle of an uptrend, and the overall trend is stable; second, the technology hype cycle is rapidly heating up, driven by fields such as artificial intelligenc
Stock Market, Dollar and Bubbles
US stocks closed weaker overall for the week, with the market lacking clear direction. The equal-weighted Invesco S&P 500 Equal Weight ETF (RSP) fell approximately 0.6%, while the market capitalization-weighted broad market index was virtually flat, suggesting a temporary downturn.
The Nasdaq has recently traded above its 20-day moving average for an extended period. This doesn't directly signal a crash, but it does suggest the current rebound is unusually persistent. More alarmingly, amidst rapidly growing market complacency, speculative "meme stock" trading is making
Eli Lilly vs. Novo Nordisk: Who’s the Better Pick for Investors?
As competition in the weight-loss drug market intensifies, Eli Lilly is gradually establishing a clear lead. Its main rival, Novo Nordisk, recently issued a profit warning after Wegovy sales fell short of expectations, sending its stock sharply lower—down more than 36% year-to-date. In contrast, Lil
Mag 7 Q2 Earnings in Focus — Can Big Tech Keep Driving the Bull Market
As the Q2 2025 earnings season reaches its peak, investor attention is squarely focused on four tech giants—Microsoft (MSFT), Meta (META), Apple (AAPL), and Amazon (AMZN)—all set to report this week.
