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US Stock News and Commentaries
2026-03-27
11:21
Anthropic, Developer Behind Claude, Considering USD60B+ US Listing as Early as Oct: Report

Anthropic, the developer behind Claude, is considering going public in the US as early as October, according to foreign media reports.

The company is currently in discussions with Goldman Sachs, JPMorgan, and Morgan Stanley. The fundraising amount could exceed USD60 billion.
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05:28
SpaceX Said to Hold Investor Briefing in Apr

SpaceX is reportedly arranging an investor briefing to be held after Easter, accelerating preparations for what could be the largest IPO in US history.

SpaceX will conduct a "temperature check" meeting in April to provide investors with more detailed information to achieve its valuation target, sources divulged.

The company may submit a confidential listing application as early as this month, with a fundraising amount potentially reaching USD75 billion.
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05:12
Apple Offers Up to USD400,000 Bonus to iPhone Designers to Prevent Poaching

Apple (AAPL.US) reportedly issued a rare special bonus to its iPhone product design team this week, with amounts ranging from USD200,000 to USD400,000, to retain talent.

Management is increasingly concerned about engineers being poached, particularly by OpenAI, which has invited former Apple design chief Jony Ive to participate in developing the next generation of AI devices.
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05:06
Google Launches New Gemini Feature to Import Conversations from Other AI Platforms to Lure Users

Alphabet (GOOG.US)'s Gemini introduced a new tool that allows users to import conversation records and personalized information from other AI applications, aiming to lure users from competitors to its platform.

Google stated that both free and paid users can upload compressed files to import chat content from other AI services into Gemini.

The company also provides standard prompts to help users organize personal background, interests, relationships, and plans, thereby accelerating the system's understanding of user needs.
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04:06
DJIA Ends Down 469 Pts; Nasdaq Sags 2.4% into Correction Territory; Meta Dives 8% Leading Decline

Iran turned down the US ceasefire proposal and presented five demands, while US President Donald Trump threatened to escalate the conflict, prompting higher oil prices and deepening downswing in US bourse on Thursday.

The DJIA settled down 469 points or 1% at 45,960. The Nasdaq plummeted 521 points or 2.4% to 21,408, down 10% from its earlier peak into correction territory. The S&P 500 ended down 114 points or 1.7% at 6,477.

The Los Angeles court ruled that Meta (META.US) and YouTube were negligent in a social media addiction case and must pay damages. Hence, Meta dived 8% and Alphabet (GOOG.US) slumped 3.1%.

Chip stocks tumbled, with Micron (MU.US) and AMD (AMD.US) both down 7%, Intel (INTC.US) down 6.5%, and NVIDIA (NVDA.US) down 4.2%. Amazon (AMZN.US) and Microsoft (MSFT.US) both fell over 1%, while Apple (AAPL.US) remained stable.
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04:06
Meta Ramps up Texas AI Data Center Investment by Fivefold to USD10B

Meta (META.US) announced on Thursday that its investment in the AI data center located in El Paso, Texas, US, will be expanded from the original USD1.5 billion to USD10 billion, with a target to achieve 1 gigawatt of computing power by 2028.
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02:18
Apple Reportedly Plans to Open Siri to External AI Tools in iOS 27 Update

Apple Inc. (AAPL.US) plans to open Siri to external AI assistants, aiming to enhance the iPhone's capabilities as an AI platform, foreign media reported.

Apple will reportedly conduct a comprehensive upgrade of Siri in the upcoming iOS 27 operating system update, which is part of the improvements to Siri's functionality.
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2026-03-26
16:13
Nvidia-backed AI Startup Reflection AI Seeks Funding Valued at USD25B: Report

Reflection AI, an AI startup backed by Nvidia (NVDA.US), is in talks to raise USD2.5 billion at a valuation of USD25 billion, The Wall Street Journal reported, citing sources.

JPMorgan (JPM.US) is said to be considering participating in this funding round through its Security and Resiliency Initiative.
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10:05
Google Research Releases Compression Algorithm TurboQuant to Reduce AI Model Memory Usage

Google Research released TurboQuant, a training-free compression algorithm that can compress the KV cache of large language models (LLM) to 3 bits without affecting model accuracy, on Tuesday (24th), according to foreign media.

In benchmark tests on Nvidia (NVDA.US)'s H100 GPUs, compared to unquantized 32-bit keys, the 4-bit TurboQuant can increase the efficiency of computing attention logits by up to 8x, while reducing the KV cache memory by at least 6x.

Memory stocks Sandisk (SDNK.US) and Micron Technology (MU.US) cascaded 3.5% and 3.4% each overnight (25th).
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07:26
CPCA: CN PV-NEV Retail Sales Shed 17% YoY, Grow 66% MoM in First 3 Weeks of Mar

From March 1 to 22, the retail sales of passenger vehicle market in China numbered 920,000 units, representing a YoY decrease of 16% and a MoM increase of 19%, the China Passenger Car Association (CPCA)'s data showed.

During the period, the retail sales of the passenger vehicle new energy vehicle (PV-NEV) market in China were 495,000 units, a YoY decrease of 17% and a MoM increase of 66%, with a retail penetration rate of 53.9%.
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