Royal Bank of Canada strategist Lori Calvasina said the U.S. stock market may be nearing a short-term bottom, but declines could continue if earnings and economic growth face more severe shocks. According to Sina Finance, sentiment measures, including the bullish share in the American Association of Individual Investors survey, have fallen to levels associated with a moderate selloff, with investors more stunned than panicked. The relative valuation appeal of U.S. stocks has improved, and the gap between their forward price-to-earnings ratio and that of other developed markets has returned to around its post-pandemic low, potentially allowing U.S. stocks to regain market leadership. The S&P 500’s valuation contraction has exceeded typical levels in most major selloffs, and its decline has exceeded many investors’ perceptions; however, the Russell 2000 has not reached the deeply oversold territory associated with past market bottoms.

JPMorgan strategists said investors could add to equities before year-end following the recent decline. According to Sina Finance, a team led by Mislav Matejka said economic growth remained resilient and falling bond yields were more likely to support risk assets than signal a recession. The team said the recent rush of funds into defensive sectors had gone too far; higher-risk cyclical sectors could rebound if economic activity remains resilient, oil prices retreat and Treasury yields stabilize. It said bond yields had peaked and advised investors to broaden their equity holdings rather than concentrate them in leading technology companies. JPMorgan maintained overweight positions in emerging markets and the eurozone, and neutral positions in the United States, Japan and the United Kingdom. The team viewed the sharp technology-sector pullback as a buying opportunity, not a reason to turn broadly bearish, and named semiconductors as its preferred AI-related investment. In Europe, it favored mining, capital goods, semiconductors, building materials and luxury goods, while underweighting energy, consumer staples, insurance, media and software.

After Donald Trump returned to the White House, the political environment for U.S. mergers and acquisitions changed, and companies renewed their enthusiasm for pursuing transformative deals that had once seemed out of reach. But the time available to U.S. companies may be running short. According to Sina Finance, Democrats’ landslide victory in the midterm elections has suddenly created urgency on corporate boards. Executives are considering whether they have one last opportunity to complete a transformative deal while merger-friendly officials remain in the Trump administration. Conversations with top advisers indicate that the election result has prompted companies to consider accelerating their plans and bringing major strategic deals forward. Companies recognize that a resurgent Democratic Party could impede the major M&A wave that has been building during Trump’s second term and helping drive Wall Street revenue to record levels. Kevin Foley, JPMorgan’s co-head of investment banking, said companies should be prepared to pursue deals in another complex business environment. Foley, who is based in New York, said, “The biggest risk may be thinking that everything will eventually return to normal. Doing nothing is always an option, but in an era when industries are changing so quickly, it is the wrong choice.” Wells Fargo senior banker Fernando Rivas said at an industry conference in Boston last Thursday that a “now or never” mindset will return and drive M&A activity in the near term.

Citi strategists shifted to a more defensive stance, downgrading U.S. stocks and global technology shares while upgrading European equities. According to Sina Finance, a team led by Beata Manthey cut U.S. stocks, global technology shares and European technology shares from overweight to neutral, citing crowded positioning, high valuations and slowing earnings-per-share growth. The team raised European equities excluding the U.K. from neutral to overweight, citing their lower reliance on technology and higher weightings in cyclical and defensive sectors. Citi also upgraded materials and health care, while maintaining its preference for defensive, high-quality stocks. The report said cyclical sectors had underperformed defensive sectors during the latest market rotation. Citi described the changes as tactical adjustments, not a bearish view on equities, and said resilient economic data and earnings could support markets. However, crowded positioning has only partly unwound, and markets could remain volatile in the short term until a more attractive buying opportunity emerges. The strategists also cited uncertainty about the outlook for AI investment as a source of potential near-term volatility.

China’s state-led funds poured a record amount into the stock market last week as authorities stepped up efforts to stem a bruising selloff, according to Bloomberg. The buying by China’s National Team lifted ETF purchases to a record high.

According to ChainCatcher, Nvidia announced an investment in South Korean startup Point2Tech at the AI Startup Partnership Forum in Seoul and plans to invest in Motif, Realworld, and Upstage. The planned investment would make Nvidia one of Upstage’s investors, alongside Amazon and AMD.

Binance announced on X that TradFi perpetual contracts will support trading around the clock, allowing users to respond to breaking news, adjust positions or hedge during weekends and when the underlying markets are closed.

타이베이에서 열린 두 번의 저녁 식사 모임은 황런쉰, 황러, 그리고 메가스피드를 연결시켜 주었다. 엔비디아는 모든 것이 정상이었다고 주장했지만, 열흘 후 황런쉰은 회사 전체에 아내에게 불륜을 저질렀다고 시인했다.

젠슨 황 CEO가 혼외정사를 인정한 후, 엔비디아의 시가총액은 하룻밤 사이에 1800억 달러나 급락했습니다. 캘리포니아의 공동 재산 제도에 따라 이혼할 경우, 그의 아내는 이론적으로 최대 626억 달러 상당의 주식을 받을 수 있습니다.

종이로 만든 기억 보조 문구부터 소셜 로그인 지갑에 이르기까지, 보안 조치가 허술해질수록 사용자가 실제로 인지할 수 있는 위험은 줄어듭니다. 신뢰와 의존이 확산되는 것이 바로 절도의 근본 원인입니다.

중간선거 이후 트럼프 대통령은 예정보다 일찍 레임덕기에 접어들었고, 암호화폐 정책의 혜택은 일시적으로 중단되었으며, 업계 내 동질적인 경쟁은 더욱 심화되었습니다. 하지만 2026년 말에는 여전히 돌파구가 될 수 있는 잠재적인 기회가 숨어 있을지도 모릅니다.

엔비디아와 메가스피드가 반도체 업계에서 차지하는 특별한 역할을 고려할 때, 세계적인 AI 칩 기업 CEO가 연루된 이번 사생활 스캔들은 단순한 개인적인 스캔들 이상의 의미를 지닙니다.

월가의 화해 제스처는 과열된 투자 심리를 진정시키지 못했습니다. 이미 가격에 반영된 이익, 토큰 배분, 정책 불확실성이 복합적으로 작용하여 가격이 급등했다가 하락했습니다.

황런쉰 스캔들로 싱가포르 컴퓨팅 파워 제공업체 메가스피드가 주목받고 있다. 칩은 수출되지 않고, 동남아시아 데이터센터를 통해 중국에 컴퓨팅 파워가 다시 임대되는 방식인데, 수출 통제의 허점을 얼마나 오랫동안 악용할 수 있을까?

MEXC 금지 조치와 바이낸스와 OKX 간의 합의, 그리고 ICE(이민세관집행국) 도입에 이르기까지, 미국은 법 집행, 투자, 그리고 달러 표시 스테이블코인이라는 세 가지 전략을 통해 글로벌 거래소들을 자국의 금융 네트워크에 편입시키고 있습니다.

DeepSeek, AI Agent, Harness는 DeepSeek의 슈퍼 에이전트 개념을 구현하기 위한 "껍데기 제품"에 불과했습니다. Golden Finance는 "단 하나의 기능은 10일 만에 복제할 수 있지만, 수천 건의 불만 사항은 복제할 수 없다"고 말합니다.

IT 업계 임원이 사적인 스캔들에 휘말릴 때, 시장은 이미 정해진 반응 방식을 가지고 있습니다.