Key PointsApple has a great compounding business, and the new iPhone Duo should be a growth driver.Amazon has a wide moat in e-commerce and is seeing its cloud business start to ta
Key PointsMonster Beverage's energy drinks have been driving strong sales growth.Coca-Cola has been producing steady sales and earnings gains.10 stocks we like better than Monster
Key PointsBitcoin ETFs have been seeing large net inflows recently.Investors are looking for reprieve from inflation.Cyclical indicators are pointing to a bull run ahead.10 stocks
TradingKey - On September 21, Novo Nordisk (NVO) fell over 7% in US pre-market trading at one point. The company's latest earnings update showed that full-year sales and profit expectations improved f
Key PointsSoftware stocks have lagged badly as AI development threatened to make them irrelevant.Over the past three months, software and cybersecurity stocks have significantly ou
Key PointsBerkshire Hathaway’s Warren Buffett was a net seller of stocks for 13 consecutive quarters leading up to his Dec. 31 retirement as CEO.Buffett has always been a stickler
Key PointsImmediate financial needs may necessitate an early claim.Longer life expectancy favors delaying benefits.Delayed benefits grow annually, providing a layer of protection a
Key PointsCrypto has been through many down markets, only to come out stronger on the other side.It's hard to tell if crypto has fully emerged from the crypto winter yet.Bitcoin an
Key PointsLegendary investor Warren Buffett stepped down as Chairman of Berkshire Hathaway on Friday.In his farewell letter, he included a devastating four-word musing on the power
Key PointsThe FOMC just voted 12-0 to increase the federal funds rate.This is the first time the Fed has raised rates in over three years.Several artificial intelligence (AI) hyper
TradingKey - Costco (COST) will report its fourth-quarter fiscal 2026 financial results after the U.S. market close on September 24. FactSet expects the company's revenue for the quarter to be $94.86
Key PointsOf these three, Caterpillar's traditional business is the most exposed to higher interest rates. GE Vernova's strong backlog offers multiyear protection from any temporar
TradingKey - As of September 17 Eastern Time, the average U.S. 30-year fixed mortgage rate rose to 6.95%, up 19 basis points from the prior week and just 5 basis points shy of 7%, compared with 6.26%
Key PointsBuying an S&P 500 index fund is one of the surest ways to build wealth in the stock market. But young investors have time on their side, so enduring a little more volatil
Key PointsThere are several indicators that a bear market could be near.However, no indicator is perfect, and staying invested is the smart move. 10 stocks we like better than S&P
Key PointsPalantir has become the standard in enterprise AI because its ontology-based software lets customers derive true operational value from AI models.Palantir’s revenue growt
Recently, Nebius announced a blanket price increase for its GPU cloud services effective October 1, with an average hike of roughly 20% covering multiple chip models including H100 and H200. This marks the second round of price rises from Nebius since May this year. It is understood that some clients have reserved computing capacity as far ahead as 2028, with demand visibility stretching beyond 24 months. Amid a widening supply-demand gap, data centre operators are gaining stronger pricing power, and the industry landscape is undergoing shifts.Domestically, Xunce Technology (03317.HK, the “Company”) launched TokenCloud, an all-in-one computing platform for AI model training and inference, in early September. The platform aims to deliver end-to-end workflows spanning data ingestion, computing resource orchestration, model inference optimisation, and refinement and deployment of enterprise small models. The Company recently issued a circular, outlining plans to invest up to RMB 12 billion in phased development of AI inference and computing centres, subject to approval by the extraordinary general meeting.Why is Xunce Technology proactively building computing infrastructure? First and foremost, the move is driven by client demand. Xunce has built up a large roster of high-quality clients and robust cloud orders. TokenCloud’s development is built around its highest-quality order pipeline, delivering near 100% cloud utilisation with no idle capacity awaiting tenants. TokenCloud represents a natural extension of Xunce’s upstream and downstream capabilities, similar to the “Taobao & Tmall + Ali Cloud” model. Beyond demand secured under customer orders, this platform is also backed by solid technical architecture. Computing‑acceleration features are embedded end-to-end – from request ingestion, computing execution through result delivery – to sustain high utilisation of every accelerator card.Second, high‑quality orders further reinforce TokenCloud’s operational resilience. Unlike standard pricing for generic cloud leasing, Xunce holds contracts with favourable commercial terms featuring higher contract values and longer tenors. The high quality of these orders stems from its FDE model, which is deeply embedded in clients’ operational scenarios. Its services are tightly integrated with clients’ day‑to‑day operations, creating substantial switching costs. Deep integration between the product suite and client businesses fosters long‑term trusted relationships validated by real‑world deployment. As of end‑June 2026, customer retention exceeded 90%. ARPU rose from RMB 1.64 million in the same period last year to RMB 5.56 million, representing a year‑on‑year increase of approximately 240%.Third, stable order books also translate into meaningful benefits in capital costs. Xunce recently issued a circular proposing to seek a syndicated loan facility of tens of billions of renminbi. This low‑cost financing is underpinned by the Company’s shareholder profile and lenders’ recognition of the quality of its order book.In addition, Xunce has formed deep strategic partnerships with domestic GPU vendors including MetaX, Biren and Iluvatar CoreX to jointly develop training‑and‑inference chips and platform ecosystems for vertical sectors and enterprise AI use cases. As full‑stack domestic AI development moves into systematic engineering optimisation, platforms that package heterogeneous computing resources and models into services are emerging as a critical enabler for enterprises deploying domestic AI solutions.Reliable upstream supply and solid downstream orders provide dual safeguards for TokenCloud. Meanwhile, the positive feedback loop between TokenCloud and TokenOS gives the model its self‑reinforcing properties.TokenOS focuses on refining data capabilities to unlock usable data; TokenCloud focuses on model training and inference plus data‑model integration to address hardware orchestration challenges. The two platforms deliver deep synergy for AI To B scenarios. Higher adoption of TokenCloud drives growth in TokenOS revenue and gross margins. In turn, ongoing improvements to TokenOS bring higher quality clients and orders to TokenCloud. Together, the two platforms reinforce one another, creating a flywheel effect.Fuelled by the non‑linear surge in inference‑computing demand driven by AI Agents, infrastructure providers with end‑to‑end delivery capabilities will be among the first to enter a period of accelerating earnings growth. By deepening its footprint in downstream business scenarios and engaging upstream with algorithm and computing ecosystems, Xunce Technology stands poised for strategic re‑rating as it evolves from a “digital infrastructure foundation” to an “AI productivity platform”.21/09/2026 Dissemination of a Financial Press Release, transmitted by EQS News.The issuer is solely responsible for the content of this announcement.Media archive at www.todayir.com
Key PointsThe Federal Reserve just kicked off its fourth rate-hiking cycle since the start of the century.Trumpflation (inflation specifically caused by Trump’s policies) is evolvi
Key PointsAmazon operates the world’s leading cloud service, Amazon Web Services (AWS), and revenue is soaring.The company is investing to keep up with demand from AI and non-AI cu
Key PointsBuffett announced last week that he's stepping down as Berkshire Chairman.The "Oracle of Omaha" celebrated his 96th birthday on Aug. 30, 2026.His message to shareholders
Key PointsFirst Majestic turned around its operations by acquiring and integrating Gatos Silver.Record silver production of 15 million ounces in 2025 propelled the company to profi
Key PointsMany seniors are anxious to know what their upcoming COLA will be.There's a reason that raise can't be announced until next month.There are estimates available for the 20
Key PointsThe IPO lockup frees shares in stages -- about 171 million across 10 early release dates, by the company's own estimate.Three more waves land between Sept. 30 and Oct. 28
Key PointsThird-quarter guidance calls for revenue of at least $650 million, down about 12% from a year earlier.The Trade Desk said in early September it will cut about 15% of its
TradingKey - On the day after the Federal Reserve's rate hike, U.S. tech and semiconductor sectors rebounded significantly. Oil prices and U.S. Treasury yields pulled back, easing the pressure of ener
TradingKey - Japanese market closed for holiday, South Korea's KOSPI index reclaims 7,000 mark, Samsung Electronics surges nearly 5%.During the Asian session on September 21, Japanese markets were clo
Key PointsThe transactions involved 1,500 shares executed at a weighted average price of $903.43, totaling ~$1.4 million in gross proceeds.The insider traded shares equal to 1% of
Key PointsRobinhood's new blockchain is disrupting the competitive landscape in crypto.BNB looks especially vulnerable at this point. Robinhood's biggest advantage is its existing
Key PointsSilicon VC Tim Draper predicts that Bitcoin will hit $250,000 by the end of 2028.Draper has made similar predictions in the past, each one based on much higher rates of a
Key PointsThe Vanguard S&P 500 ETF (VOO) has averaged nearly 13% annual returns since its September 2010 inception.VOO offers investors diversification, blue-chip exposure, and a l