BCA RESEARCH: SUPPORTIVE 2026 BUT ONLY 5-10% S&P 5$英伟达(NVDA.US)People confuse volatility with risk. *WALT DISNEY COMPANY & OPENAI REACH LANDMARK PACT RUSSIA SAYS IT WANTS BRITAIN TO DISCLOSE WHAT BRITRUSSIA SAYS BRITISH TROOPS IN UKRAINE HELP KYIV CAEuro Rises to 2-Month High of $1.1731 - LSEGSTIFEL'S 2026 S&P 500 OUTLOOK: +9% UPSIDE VS. -5% POLL: TRUMP’S APPROVAL FALLS ON ECONOMY AND IMMIGRU.S. SEPTEMBER 2025 TRADE BALANCE 🔸 Goods trade deTIME MAGAZINE NAMES 'ARCHITECTS OF AI' AS PERSON OTIME NAMES ‘ARCHITECTS OF AI’ AS PERSON OF THE YEA*US JOBLESS CLAIMS 236,000 IN DEC. 6 WEEK; EST. 22LUTNICK ON NVIDIA'S H200 CHIPS: WAS DEAL BETWEEN TDXY DOLLAR INDEX FALLS TO 7-WEEK LOW OF 98.460STEVE EISMAN WARNS ON LLM SCALING DEBATE Steve EisTENCENT POACHES BYTEDANCE RESEARCHERS AS CHINA AI BESSENT TO PROPOSE MAJOR OVERHAUL OF FINANCIAL STANATO'S RUTTE: WITHOUT CHINA’S SUPPORT, RUSSIA COULU.S. AI DEVELOPERS FACE HIGHER ELECTRICITY COSTS TNATO'S RUTTE: WE ARE RUSSIA'S NEXT TARGETLUTNICK: WANTED DEEPER RATE CUT FROM FEDIntel's CY26 capex to remain nearly flat. More optSynopsys QOct25 - Revenue up 30% q/q and 38% y/y tI saw Intel opened below $40 this morning and thouUp and down, just watch from the sidelines$CoreweaCRWV has been so volatile lately — all these ups a$Alibaba.US The stock just keeps bouncing up and dLet me be honest: Alibaba's volume today just woulAs SemiAnalysis published an article comparing GooEvery time there's talk about China tightening rul$AMD.US Can't sleep again tonight—went in a bit to$Unitedhealth.US Take it slow with a stock like th$Unitedhealth.US Every time I see a MACD death croWhat’s really interesting about UNH lately is theiAVGO earnings are tomorrow, and it will be interes$Circle.US At this price around 88, I’m kinda tempCircle Asia is heading to Vietnam with an AI-power$Coinbase.US India access and US regulatory talks $Coinbase.US COIN is making moves again, opening uNo real move up, no energy to drop... this is driv来源: Dan NystedtTaiwan’s Big 6 AI server makers saw their best com🚨Elon Musk says President Trump is "right" regardiThis is GCP in 2021, a cash burning business. It'sugly after hours are $orcl earnings really reversiAI hype is making companies do crazy things, ORCL so they missed and spent more, that’s a bold strat$英伟达(NVDA.US)Selling your winners to buy somethingChaos & Conviction: Fed Gets Booed, China Confuses, & Tech Giants Go "All In" on AI