HK, US stocks top stories

PinnedMarketWatch·Sep 23, 2026 at 09:29 AM

Why analysts say a diesel export ban could backfire

Anthropic Eyes 1 GW Data Center Lease to House Broadcom, Google, and Nvidia Chips

PinnedTip Ranks·Sep 23, 2026 at 09:54 AM

- Anthropic is in early talks with Stream Data Centers to lease up to 1 gigawatt of compute capacity to house chips from Broadcom, Google, and Nvidia. - The potential deal aims to provide Anthropic with direct control over infrastructure, reduce reliance on cloud providers, and support AI model training. - Additionally, Anthropic is targeting a historic Nasdaq IPO with a potential valuation of 1.5 trillion to 2 trillion dollars, though the debut may be delayed until November.

Alphabet-1.07%NVIDIA+0.66%

STI Slips 0.24% to Close at 5,709.91 as OCBC Drag Offsets Broad Gains, City Developments Jumps on Review News

PinnedSGX Close Recap·Sep 23, 2026 at 09:45 AM

CityDev+3.69%OCBC Bank-1.52%

Microsoft Chases Mass Copilot Adoption With Deep Discounts for Large Companies

benzinga_article·Sep 23, 2026 at 10:15 AM

- Microsoft plans to offer 30% to 50% discounts on Copilot subscriptions for large corporate customers committing to substantial seat purchases. - The company is also preparing to launch a revamped Copilot super app that combines AI coding tools and agent features. - These strategic pricing adjustments and product updates aim to accelerate mass corporate adoption and expand its AI capabilities.

Microsoft-0.72%MSFT 2X Long ETF-1.47%

US President Trump rejects ‘globalist’ AI control, clashes with OpenAI, Anthropic

TechNode·Sep 23, 2026 at 09:17 AM

Anthropic0.00%OpenAI0.00%

Nvidia's Demand Is Outpacing Its 70% Growth Forecast, and That Is Just the Beginning

Motley Fool·Sep 23, 2026 at 08:25 AM

- Nvidia reported that customer demand for its AI graphics processing units is significantly outpacing its forecasted 70% sales growth for fiscal 2028. - The surge in demand is largely driven by the rise of agentic AI, which requires 15 to 100 times more computing power than human-prompted tasks. - Management stated that sales could potentially double in fiscal 2028 if supply-chain constraints for hardware commodities are successfully overcome.

NVIDIA+0.66%T-Rex 2X Inverse NVIDIA Daily Target ETF-1.33%

Why Did SanDisk Stock Surge 6%? Rosenblatt Initiates With Buy as AI Storage Demand Keeps Heating Up

TradingKey·Sep 23, 2026 at 06:25 AM

Sandisk+6.82%Leverage Shares 2X Long SNDK Daily ETF+13.56%

Is Coinbase Global (COIN) Above Fair Value On Its Sales Base?

Simplywall·Sep 23, 2026 at 05:58 AM

- Coinbase Global trades at a price-to-sales multiple of 8.8x, which exceeds the Capital Markets industry average of 3.6x. - The company's valuation framework flags the stock as overvalued relative to its revenue base despite recent crypto enthusiasm. - Market narratives remain sharply divided, with bull cases citing institutional partnerships and bear cases highlighting regulatory scrutiny.

Coinbase+0.01%COIN 2X Long ETF0.00%

AMD Chips Away at NVIDIA's AI Throne

Market Beat·Sep 23, 2026 at 05:50 AM

- Advanced Micro Devices recently surpassed a $1 trillion valuation as shares traded above $620, driven by surging enterprise demand and major commercial contracts like a multi-gigawatt agreement with OpenAI and an order of 50,000 Instinct MI450 accelerators from Oracle. - The company reported second-quarter revenue of $11.54 billion, representing a 50.1% year-over-year increase, while data center revenue more than doubled due to robust adoption of its EPYC server chips and Instinct accelerators. - Despite strong financial health marked by a conservative debt-to-equity ratio of 0.03 and plans for a 10% price increase on select chips, analysts remain divided with an average price target near $565 amid elevated valuation multiples.

AMD+1.34%Oracle+0.43%

U.S. regulators rush to write crypto rulebook after Clarity Act stalls in Senate

CNBC·Sep 23, 2026 at 05:30 AM

- Following the Senate stalemate over the Clarity Act, U.S. regulators including the SEC and CFTC are advancing independent crypto rules. - The SEC issued an order for temporary tokenized stock trading, while the CFTC submitted a crypto rulemaking proposal for White House review. - Meanwhile, state attorneys general are pushing to retain local oversight to combat fraud amid ongoing federal regulatory uncertainty.

Coinbase+0.01%

SpaceX's First 100 Days Are in the Books. Here's the Report Card.

Motley Fool·Sep 23, 2026 at 05:15 AM

SpaceX+1.89%Alphabet-1.07%

Qualcomm Stock Price Prediction: Next-Gen Snapdragon Chips Boost On-Device AI, Can QCOM Stock Continue to Rise?

TradingKey·Sep 23, 2026 at 05:01 AM

- Qualcomm unveiled its Snapdragon 8 Elite Gen 6 mobile platform built on TSMC's 2-nanometer process at the 2026 Snapdragon Summit to enhance on-device AI capabilities. - The new chips enable large-parameter models to run locally with reduced memory requirements and high speeds, positioning on-device AI as a major growth engine. - Qualcomm stock closed at $198.27 with technical indicators showing strong bullish momentum while approaching the key short-term resistance level of $201.40.

Qualcomm+2.08%Direxion Daily QCOM Bull 2X Shares+3.90%

Nvidia Gains as Apple Pulls AI Off the Meter

GuruFocus·Sep 23, 2026 at 04:49 AM

- Nvidia shares rose approximately 0.7% to $229.08 following Apple's demonstration of Macs running a trillion-parameter AI model locally using shared memory. - Despite Apple's edge-computing advancement, Nvidia's data-center revenue reached $89 billion out of $96.2 billion overall, accounting for roughly 92.5% of total sales. - Investors view local AI as an additional computing layer rather than an immediate threat, provided it does not become a structural substitute for cloud inference.

NVIDIA+0.66%Direxion Daily NVDA Bear 1X ETF-0.60%

Nvidia Stock Could Surge by 2028: Here's How Beginners Can Get In Now According to Motley Fool's Price Estimates

Motley Fool·Sep 23, 2026 at 04:40 AM

- Nvidia is positioned as the world's most valuable company, with a market capitalization exceeding $5 trillion and a central role in the artificial intelligence revolution. - The company trades at a forward price-to-earnings ratio of 14.6 based on projected fiscal 2028 earnings per share of $15.68, driven by expected revenue growth of 91% this year and 66% next year. - Beginners can purchase Nvidia stock through brokerage accounts by utilizing fractional shares or standard orders, while maintaining a long-term view despite inherent market risks.

NVIDIA+0.66%T-Rex 2X Inverse NVIDIA Daily Target ETF-1.33%

Apple Takes Aim at Nvidia’s AI Economics: New Macs Have ‘No Cost per Token,’ Hardware Chief Says

benzinga_article·Sep 23, 2026 at 04:32 AM

- Apple is positioning its newest Macs as a local hardware solution to eliminate per-token cloud charges for running powerful enterprise AI models. - The company demonstrated a cluster of Mac Studios operating a trillion-parameter model, contrasting with Nvidia’s data-center revenue model where compute generates ongoing revenue. - Despite Apple's pitch for local inference workloads, Nvidia maintains a dominant position in the enterprise market and computing infrastructure.

NVIDIA+0.66%Direxion Daily NVDA Bull 2X Shares+1.17%

Could Meta's viral Muse app be the company's ChatGPT moment?

MarketWatch·Sep 23, 2026 at 03:25 AM

- Meta's new AI assistant Muse has surged to the top of the U.S. App Store, reaching 1.43 million downloads in its first 12 days to outperform early figures for ChatGPT and Gemini. - The application's success in executing multistep tasks has driven a nearly 30% rise in Meta's stock since September and boosted investor confidence in the company's AI strategy. - Wall Street analysts anticipate further momentum from the expected late October release of Meta's next-generation AI model, "Watermelon."

Meta Platforms-0.63%META 1X Short ETF+0.80%

Trump signs Greenland deal, plans two military bases

Businesstimes News·Sep 23, 2026 at 02:36 AM

Anthropic and OpenAI Launch Low-cost AI Models for First Time Amid Competition from Open-weight Models

AASTOCKS News·Sep 23, 2026 at 02:22 AM

Anthropic0.00%OpenAI0.00%

Oil set for longest losing run in a year on pipeline hopes, talks

Businesstimes News·Sep 23, 2026 at 01:51 AM

Pro Ultrshrt Crude Oil+2.15%Pro Ultr Bloomberg Crude Oil-2.13%

Oil falls on increased Gulf supply and hopes for US-Iran talks

Yahoo Finance·Sep 23, 2026 at 01:47 AM

Pro Ultr Bloomberg Crude Oil-2.13%United States Oil Fund LP-2.75%

Michael Burry Bets Against the Memory Boom: These ETFs Could Be Exposed if He’s Right

benzinga_article·Sep 23, 2026 at 01:40 AM

- Investor Michael Burry has doubled down on his bearish semiconductor thesis by shorting companies like Micron Technology and the iShares Semiconductor ETF. - Burry cites rising memory inventories, increased Chinese production capacity, and a shift in manufacturing back toward conventional DRAM as drivers for a potential supply-demand imbalance. - This potential market shift poses significant exposure risks for broad semiconductor ETFs such as SOXX and SMH if memory supply outpaces AI-driven demand.

Micron Tech+5.00%Palantir Tech+1.04%

Sandisk Stock Draws Fresh Buy Rating: 'Not Your Father's Sandisk'

benzinga_article·Sep 23, 2026 at 01:29 AM

Sandisk+6.82%Leverage Shares 2X Long SNDK Daily ETF+13.56%

Trump Says 3-Hr US-Iran Talks Very Productive

AASTOCKS News·Sep 23, 2026 at 01:25 AM

Direxion Daily S&P Oil & Gas Bear 2X+3.49%Direxion Daily S&P Oil & Gas Bull 2X-3.35%