Tonight's non-farm payrolls report was a complete surprise. August non-farm payrolls: +162,000 Market expectation: +56,000 Nearly three times the expected figure. More importantly: The unemployment rate remained at 4.1%, unchanged; Average hourly earnings increased by 0.3% month-over-month and 3.1% year-over-year; July's non-farm payrolls were also significantly revised upwards from -23,000 to +21,000. In other words, tonight's data wasn't simply a case of exceeding expectations. It's a temporary slap in the face to the market's earlier fears of a "sudden slowdown in US employment." This is certainly good news for the economy, but not necessarily for the US stock market. Because the Federal Reserve's biggest concern right now is inflation. Oil prices have already approached high levels aga

From selling shovels to building the highway, Jensen Huang is rewriting the rules of the AI game. Meanwhile, the market from September to November will face a pricing storm driven by three forces: macroeconomics, IPOs, and politics. I. $12.9 Billion: Buying Not Revenue, But the "Toll Booth of the AI World" On August 26, news shook the entire open-source AI community: $NVIDIA(NVDA)$ has agreed to acquire Hugging Face, the world's largest open-source AI collaboration platform, for $12.9 billion. This acquisition accelerates Nvidia's push toward full-stack AI ecosystem dominance. The drama of this deal lies in the fact that just at the end of 2025, Hugging Face had rejected a $500 million investment offer from Nvidia (at a roughly $7 billion valuatio

[Allin]Hi Tigers~ is your holding stocks being upgraded？ Over the past week (August 17–24), Wall Street analysts appeared to reach a quiet consensus: amid lingering macroeconomic uncertainty, capital is actively hunting for conviction. From tech titans to the AI semiconductor supply chain, from cloud software to telecom infrastructure, a wave of prominent firms issued dense clusters of rating upgrades and price-target hikes, injecting a fresh dose of optimism into the market. 1. $Apple(AAPL)$ : The Most Aggressive Bullish Signal If one stock captured the most explosive bullish signal of the week, the answer is undoubtedly Apple (AAPL). On August 17, Rothschild & Co Redburn upgraded Apple from "Neutral" to "Buy," simultaneously lifting its pric

Amid the relentless AI infrastructure investment boom, one stock has remained conspicuously undervalued — $Broadcom(AVGO)$ . With shares up only about 13% year-to-date, the stock has significantly lagged its AI peers. Yet, as demand for custom AI accelerators (XPUs) explodes and partnerships with Google, Meta, OpenAI, and Anthropic deepen, Broadcom stands at a critical inflection point to redefine the AI supply chain. We are initiating coverage with a Strong Buy rating and a $588 price target, representing roughly 50% upside from current levels. XPU: The Hidden Champion of the AI Accelerator Battlefield Unlike $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$ , whi

The current US stock market resembles a multi-faceted seesaw of optical, cloud, software, and hardware. Money hasn't truly left AI, but it's been constantly shifting between these sectors. The most typical example is the past two days. On the 12th, after Lumentum's earnings report, optical communications once again became the market focus. $Lumentum(LITE)$ 's latest quarterly revenue was $1.01 billion, a year-over-year increase of 109%. The midpoint of its next quarterly revenue guidance is around $1.25 billion, and management continues to emphasize the demand for high-speed optical connections in AI data centers. On the same day, CRWV and NBIS also performed strongly. $CoreWeave, Inc.(CRWV)$ 's second-qu

Regarding $SanDisk Corp.(SNDK)$ 's recent surge, I'm leaning towards a more optimistic outlook. However, this optimism led to a sharp rise, making it a bit high in the short term. Therefore, I opened a short position in $SNDK. For highly volatile stocks like SanDisk, I now prioritize two things when choosing trading tools: whether I can act immediately upon news releases, and whether I can open a position when I actually need to. I've found MEXC quite convenient. SNDKUSDT allows 24/7 trading, and the position sizes at medium to high leverage levels are quite generous. For US stocks, which often experience sudden news releases and volatility before and after the market opens, I think this is more practical than simply increasing leverage. First, le

For investors, Eli Lilly remains one of the core investable assets of the GLP‑1 golden era — but only if you are prepared to pay a substantial premium for this rosy growth outlook. (Data as of U.S. market close August 11, 2026. This material does not constitute investment advice.) Following the release of its better‑than‑expected earnings on August 5, $Eli Lilly(LLY)$ climbed 8.9% across five trading days, with its latest market capitalization standing at approximately $1.08 trillion. I. Q2 Earnings Sharply Beat Expectations; Tirzepatide Acts as the Core Growth Driver Ahead of market open on August 5, Eli Lilly released its Q2 2026 earnings report, with multiple core metrics handily beating market consensus. The company posted quarterly revenue o