The New Chip Rally Comes with a Warning Attached

PRESS Digest -Wall Street Journal - September 11

Morgan Stanley Breaks Down NVIDIA's 'Balance Sheet-as-a-Service' Model: Equity Price Target Set at $300 While Credit Desk Stays Cautious

“大空头”伯里转向防守：清仓科技股看跌期权，增持现金应对市场动荡

AI Agent Purchases Surge Sevenfold in Five Months, Alipay Prepares AI Wallet Agent Launch

ASR Microelectronics Shareholder Alibaba Network Trims Stake to 10.58%

Asian Markets Slide as US Inflation Jitters Resurface; A-Share and Hong Kong Stocks Both Decline Over 1%

Tech Stock Sell-off: Big Fund, Alibaba, and State Shareholders Unload Nearly 5 Billion Yuan

Kalshi Planning to Seek Regulatory Nod to Offer Regulated Perpetual Futures Tied to Single Stocks Including Tesla, Apple and Nvidia - WSJ

Microsoft Plans 38 Gigawatts of Data Center Capacity by 2032, Bloomberg News Reports

Option Focus | Alibaba Sees $9.93 Million Long Put Package on 2026 $140/$150 Strikes as Institutions Lean Bearish Despite Cheap IV

Option Focus | Microsoft’s $5.94 Million Four-Leg Call and Put Spread Targets a Big Move, While $5.74 Million Short Put Sale Signals Bullish Conviction

Meta Declares Quarterly Cash Dividend of $0.525 Per Share

Meta - Declares Qtrly Cash Dividend of $0.53 Per Share Payable Sept 28, 2026

Meta Announces Quarterly Cash Dividend

Meta COO Javier Olivan Disposes of Meta Common Shares Worth $2.31 Million

Overnight Market Snapshot: Crude Surges to Two-Month High, U.S. Equities Slide, Apple Gains 3.5%

Anthropic Disrupts Russian, Chinese AI Campaigns Targeting Its Claude Models