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HOOD: The Growth Story Continues, But Valuation Has Shifted to a Risk-Pricing Phase

HOOD: The Growth Story Continues, But Valuation Has Shifted to a Risk-Pricing Phase

Robinhood Markets, Inc. is one of the most recognizable companies in the U.S. retail brokerage industry. In its early days, the company reshaped the industry's pricing structure with commission-free trading, attracting a large number of young, high-frequency, and higher risk-preference investors.

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Rocket Lab: Inflection Point in Defense Space Confirmed, Space Systems Enters Realization Cycle

Rocket Lab: Inflection Point in Defense Space Confirmed, Space Systems Enters Realization Cycle

Rocket Lab is at a critical stage in its company development path. In early 2026, the company secured an $816 million prime contract from the U.S. Space Development Agency (SDA) for the Tranche 3 Tracking Layer program, the largest, most technically demanding, and strategically most significant order in the company's history.

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Alibaba: The Core Chinese Asset in the AI Infrastructure Revaluation

Alibaba: The Core Chinese Asset in the AI Infrastructure Revaluation

Alibaba is at a critical juncture, transitioning from an "e-commerce platform company" to a "full-stack AI and cloud infrastructure provider." Although slowing growth in Chinese consumption and e-commerce poses short-term constraints on the fundamentals, a new growth engine centered on the Cloud Intelligence Group (CIG) is significantly accelerating. Its quality of growth and strategic position are reshaping the market's perception of Alibaba's long-term value.

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AEP: Core Infrastructure Beneficiary in the AI Data Center Power Wave

AEP: Core Infrastructure Beneficiary in the AI Data Center Power Wave

American Electric Power (AEP) is one of the largest regulated electric utilities in the United States, serving approximately 5.6 million customers across 11 states. The company owns and operates one of the largest transmission networks in the US, totaling approximately 40,000 miles of transmission lines, with the highest number of 765kV ultra-high voltage lines nationwide, constituting its most core and difficult-to-replicate infrastructure barrier.

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From "Digital Bank" to "Platform Financial Infrastructure": SoFi's Second Growth Curve Enters the Realization Phase

From "Digital Bank" to "Platform Financial Infrastructure": SoFi's Second Growth Curve Enters the Realization Phase

Founded in 2011, SoFi Technologies initially entered the financial market through student loans and has since expanded into personal loans, mortgages, credit cards, investments, payments, and technology platforms. Since obtaining its banking license in 2022, SoFi has evolved from a typical fintech app into a one-stop digital financial ecosystem centered on its own banking system, technology platform, and multi-product synergy.

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Meta is Building the Next Computing Platform: From AI Advertising Engines to the Smart Glasses Revolution

Meta is Building the Next Computing Platform: From AI Advertising Engines to the Smart Glasses Revolution

Meta Platforms (META) shares have recently pulled back approximately 11% from their October highs, a move the market largely interprets as a signal of pressure from expanding AI CapEx.

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Amazon (AMZN) Stock Outlook 2026: AI Acceleration, Multi-Cloud Expansion, and AWS Rebound Position Shares for a Re-Rating

Amazon (AMZN) Stock Outlook 2026: AI Acceleration, Multi-Cloud Expansion, and AWS Rebound Position Shares for a Re-Rating

Rating: Buy 12-Month Target Price: $270 Current Price: ~$233 Report Date: December 1, 2025 Investment Horizon: 12–18 months

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Coinbase (COIN) fell 20% in March. How will it perform in the future?

Coinbase (COIN) fell 20% in March. How will it perform in the future?

Coinbase ( COIN ) shares fell for a fourth straight session on Monday, capping a turbulent month that saw the stock lose a fifth of its value.

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Here are the top 10 performing stocks in the first quarter

Here are the top 10 performing stocks in the first quarter

The first quarter of 2025 saw some strong moves in the market, with some stocks posting big gains in the first three months of the year.

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XAUUSD continue to hit new highs as trade conflicts intensify safe-haven demand!

XAUUSD continue to hit new highs as trade conflicts intensify safe-haven demand!

In March 2025, the international gold price (XAUUSD) continued to set new records, with the highest gold price breaking through $3,100/ounce.

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Pop Mart (9992.HK) surged 10% after the results, setting a new historical high!

Pop Mart (9992.HK) surged 10% after the results, setting a new historical high!

On March 26, 2025, after Pop Mart (09992.HK) released its 2024 financial report, its share price surged 10.87% in a single day, reaching a high of HK$150.8 during the session, setting a new high since its listing, and its market value exceeded HK$200 billion. This performance continues the company's strong momentum of a cumulative increase of more than 60% in its share price this year, reflecting the market's high recognition of its performance exceeding expectations and future growth potential.

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Nvidia (NVDA) stock price plummets due to stricter regulation in China?

Nvidia (NVDA) stock price plummets due to stricter regulation in China?

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What does GameStop (GME) plan to buy BTC mean?

What does GameStop (GME) plan to buy BTC mean?

GameStop (GME), once a company known for its offline game retail business, has attracted much attention in recent years due to its operating difficulties and sharp fluctuations in stock prices. The announcement of investing the company's cash in Bitcoin (BTC) and stablecoins marks a major shift in its strategic focus from traditional retail to digital assets.

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Analysis of downside trading opportunities in Japanese Yen (JPY) crosses

Analysis of downside trading opportunities in Japanese Yen (JPY) crosses

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Nike (NKE) reports a decline, or is it due to tariffs?

Nike (NKE) reports a decline, or is it due to tariffs?

On March 21, 2025, Nike released its third quarter financial report for fiscal year 2025, with revenue of $11.3 billion, exceeding analysts' expectations of $11.01 billion, of which self-operated business contributed $4.7 billion, dealer business revenue was $6.2 billion, and Greater China revenue was $1.7 billion. Despite the impressive revenue performance, net profit fell sharply by 32% year-on-year to $794 million ...

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ANTA (2020.HK) Financial Report hits new high, but its stock price Plunges ?

ANTA (2020.HK) Financial Report hits new high, but its stock price Plunges ?

On March 19, 2025, Anta Sports (2020.HK) released its 2024 financial report, with full-year revenue increasing by 13.6% year-on-year to 70.826 billion yuan, and net profit surging by 52.4% to 15.596 billion yuan. If the revenue of 37.26 billion yuan from its subsidiary Amer Sports is included, the total revenue of the "Anta Group" will exceed the 100 billion mark (108.086 billion yuan) for the first time ...

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Mixue (2097.HK) hits a new high again,  Lemon slices can’t stop it!

Mixue (2097.HK) hits a new high again, Lemon slices can’t stop it!

On March 19, 2025, the stock price of Mixue Ice City (2097.HK) climbed to HK$469.8/share again in the morning trading, and the total market value exceeded HK$177.1 billion, setting a new high since its listing.This performance not only attracted the attention of the market, but also caused people to think: Why did Mixue Ice City's stock price still rise against the trend after being exposed on March 15 for food safety issues such as "using overnight lemon slices"?

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BYD (BYD) hits new high, while Tesla (TSLA) plummets

BYD (BYD) hits new high, while Tesla (TSLA) plummets

In 2025, the global new energy vehicle industry will accelerate its restructuring, and the stock price trends of BYD and Tesla will show a polarized trend. BYD has driven its market value to exceed RMB 1 trillion with its technology accessibility and globalization strategy, while Tesla has fallen into a quagmire of plummeting ...

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Gold (XAUUSD) hits record high of $3,000, is it still worth buying?

Gold (XAUUSD) hits record high of $3,000, is it still worth buying?

On March 14, 2025, the price of the main contract of COMEX gold futures broke through $3,000/ounce for the first time, setting a record high. Although it fell slightly to around $2,993, this milestone event triggered heated discussions in the market about the future trend of gold. In the complex economic and geopolitical context, the safe-haven property of gold has been continuously magnified, but can its price continue to rise?

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Intel (INTC) taking off again? Lip-Bu Tan brings hope

Intel (INTC) taking off again? Lip-Bu Tan brings hope

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Oracle (ORCL) Waiting for Stargate Liftoff?

Oracle (ORCL) Waiting for Stargate Liftoff?

On March 10, 2025, Oracle released its third quarter financial report for fiscal year 2025. Despite impressive growth in its cloud business, revenue and earnings guidance were lower than market expectations, causing the stock price to experience sharp fluctuations after the market. However, the focus of the market has shifted from short-term performance to a more ambitious narrative - can the "Stargate" project in cooperation with OpenAI become the key engine to drive Oracle's stock price to lift off?

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The US February CPI is coming!

The US February CPI is coming!

In February 2025, the year-on-year growth rate of the US Consumer Price Index (CPI) slowed to 2.8%, lower than the previous value of 3% and the market expectation of 2.9%; the month-on-month growth rate was 0.2%, the lowest since October 2024. The year-on-year growth rate of the core CPI (excluding food and energy) fell to 3.1%, up 0.2% month-on-month, indicating that inflationary pressure has eased, but stickiness remains.

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After Black Monday, did the Nasdaq (NAS100) enter a bear market?

After Black Monday, did the Nasdaq (NAS100) enter a bear market?

On March 10, local time, the U.S. stock market ushered in "Black Monday", and the three major stock indexes plummeted. The Nasdaq Composite Index (NAS100) plummeted 4%, the largest single-day drop since September 2022, closing at 17,468.32 points, a cumulative decline of 13.4% from its historical high in December 2024. The Dow Jones Industrial Average and the S&P 500 fell 2.08% and 2.7% respectively, and market panic spread to almost all sectors, especially technology stocks.

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XPENG (XPEV) continues to rise with technological breakthroughs and overseas expansion

XPENG (XPEV) continues to rise with technological breakthroughs and overseas expansion

Recently, the stock price of Xpeng Motors (XPEV.US) has continued to rise, with a cumulative increase of more than 80% since March 2025, and has repeatedly set new highs in the US and Hong Kong stock markets. Behind this rise, there is not only the boost in market confidence brought about by technological breakthroughs ...

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