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Has the Nasdaq sell-off gone too far? Technical and seasonal factors suggest a rebound window is opening.

Has the Nasdaq sell-off gone too far? Technical and seasonal factors suggest a rebound window is opening.

``` The recent continued decline in the Nasdaq 100 Index (NDX) has generally turned investors toward defensive strategies, but multiple technical indicators, position data, and seasonal trends are simultaneously signaling a potential reversal. Oversold technical patterns, elevated demand for downside hedging, position clearing by hedge funds, and extreme relative weakness among

After SK Hynix and Samsung’s $700 billion investment, Bernstein declares: A storage pullback is a buying opportunity.

After SK Hynix and Samsung’s $700 billion investment, Bernstein declares: A storage pullback is a buying opportunity.

``` At the AI summit in San Francisco hosted by the Korean government, global storage giants and chip designers collectively signed long-term cooperation agreements totaling hundreds of billions of dollars. The AI computing power supply chain is shifting from "on-demand procurement" to "ultra-long-term capacity locking." SK Hynix

Apart from elections, what is the real core variable currently suppressing the U.S. stock market?

Apart from elections, what is the real core variable currently suppressing the U.S. stock market?

``` There are still three months until the 2026 US midterm elections, and the market is increasingly pricing in political risk. However, according to Goldman Sachs’ latest research, the probability of the election itself triggering significant stock market volatility is limited. The real pressure on US stocks comes from the structural

AI transformation of Xinyang stores: First, turn the real world into data

AI transformation of Xinyang stores: First, turn the real world into data

Just concluded, the 2026 World Artificial Intelligence Conference saw enterprise AI become one of the most closely watched tracks. Compared to previous years, which focused on displaying model parameters and generation capabilities, this year’s booths featured many more agents, industry solutions, and enterprise deployment tools. AI companies’ products are

AI infrastructure arms race accelerates: NVIDIA launches Spectrum-6, ushering in a new era of billion-watt computing power competition

AI infrastructure arms race accelerates: NVIDIA launches Spectrum-6, ushering in a new era of billion-watt computing power competition

``` The competition in AI infrastructure is crossing a new threshold of magnitude. NVIDIA recently officially launched the new generation Ethernet switch Spectrum-6 for gigawatt-level AI factories, doubling network bandwidth compared to the previous generation. It has already been adopted by leading AI infrastructure builders such as CoreWeave, Microsoft, Nebius, SpaceX

As it races toward its IPO, Banu enters the Hong Kong market.

As it races toward its IPO, Banu enters the Hong Kong market.

``` Wallstreetcn has learned that recently, Banu Mala Tofu Hotpot has confirmed that its first Hong Kong store will be located in Hysan Place, the core commercial area of Causeway Bay, and is expected to open in mid-November 2026. This marks the company's first self-operated store outside Mainland China

TrendForce: Nvidia and Broadcom begin small-scale shipments of CPO switches; optical engine yield and advanced packaging capacity become key factors

TrendForce: Nvidia and Broadcom begin small-scale shipments of CPO switches; optical engine yield and advanced packaging capacity become key factors

``` Co-Packaged Optics (CPO) technology is approaching a commercialization inflection point, but the supply capacity of core components will determine the direction of the market landscape. According to TrendForce, NVIDIA's next-generation Spectrum-X CPO switches have begun shipping to some partners, and Broadcom's 51.2T Bailly CPO switches