CreditSights analyst Mary Pollock warns that SoftBank bonds may be affected by AI market sentiment, despite strong second-quarter performance driven by OpenAI valuation increases. She emphasizes that AI valuations carry bubble risks and advises investors to be patient for a better entry point.

Golden Finance reports that the stock price of Bitcoin miner Bitdeer Technologies Group (stock code BTDR) has fallen over 30% this week, dropping from slightly above $23 on Monday morning to about $16 on Tuesday. The company's third-quarter earnings failed to meet investors' expectations for significant artificial intelligence infrastructure upgrades, leading to a continued downward trend in the stock price for nearly a month. Despite this, Benchmark analyst Mark Palmer reaffirmed a buy rating and a target price of $38. In a stock report released on Tuesday, he noted that the sell-off "seems to reflect overly high investor expectations rather than any deterioration in the company's fundamentals." Palmer stated that Bitdeer's fundamentals remain solid in self-mining, hosting, and cloud services, with revenue increasing by 174% year-over-year.

Jefferies raised the price target for NVIDIA to $240, maintaining a "Buy" rating due to the surge in AI Computing Power demand. Despite being removed from the core select list, analysts remain optimistic about its leadership position in the AI sector, predicting a significant rise in order size and revenue.

Morgan Stanley predicts that Standard Chartered Group's stock price will outperform its peers in the next 30 days, with a success probability of about 70 to 80 percent, based on its strong quarterly performance and upgraded earnings forecast. The target price is set at HKD 176.7, with a rating of "Buy".

The decentralized stablecoin USDD has achieved a security score of 87.5 on the CertiK Skynet platform, rated AA, indicating its leading position in smart contracts security and protocol health.

Jin10 data reported on October 31 that Lyon published a report stating that ASMPT (00522.HK) adjusted net profit in the third quarter fell 24% from the previous quarter to HKD 100.6 million, lower than the market expectation of HKD 200.08 million, mainly due to a decline in gross profit margin. The report noted that the company's TCB business is progressing steadily, successfully obtaining the industry's first HBM4 12H order from two global high-end memory manufacturers. Mainstream business growth is benefiting from the demand for artificial intelligence. Based on a higher price-to-book ratio, the target price was raised from HKD 76.6 to HKD 95, and the rating was maintained at "outperform the market."

Jin10 data reported on October 30th that CMB International has raised its target price for Fuyao Glass (06865.HK) by 3%, from HKD 11.7 to HKD 12.05. However, it is expected that the company's performance will significantly weaken in the next two quarters. After the recent rebound in stock price, the valuation attractiveness is limited, therefore the rating has been downgraded from "Buy" to "Neutral". The bank has raised its profit forecast for the company in 2025, but slightly lowered the forecasts for 2026-2027.

Wall Street brokerage Benchmark has raised the target stock price of Bitcoin mining company Hut 8 from $36 to $78, maintaining a "buy" rating. Hut 8 has transformed into an energy infrastructure company, focusing on the AI and high-performance computing markets, holding Bitcoin and shares in the US Bitcoin company. Analysts believe its Intrinsic Value is still higher than its market capitalization.

S&P Global Ratings has assigned a credit rating of "B-" to Bitcoin Treasury Company Strategy, which is a speculative non-investment grade with a stable outlook. The report points out credit risks such as its high concentration of Bitcoin, a single business structure, and weak capital strength, and emphasizes the risks of currency mismatch.

Berkshire Hathaway (BRK) was rare rated "sell" by KBW investment bank, mainly due to analysts' cautious attitude towards its earnings outlook, worrying about Buffett's retirement and macro risks. Class B shares have only risen 7.8% this year, underperforming the S&P 500 index.

Lyon released a report indicating that Li Ning's retail revenue in the third quarter declined year-on-year, with online sales growth outpacing offline, inventory days increasing, and discount intensity rising. Although the performance guidance for the fiscal year 2025 is maintained, it believes Li Ning faces challenges in sales and gross margin, maintaining a "Hold" rating with a target price of 16 HKD.

The Lyon Research Report points out that WuXi AppTec's Q3 performance exceeded expectations, with significant rises in both revenue and net profit. The company has raised its full-year revenue growth guidance, anticipating further improvement in net profit margins. Revenue and net profit forecasts for 2025 to 2027 have been raised, while maintaining an "outperform" rating and increasing its target price.

According to Jinse Finance and CoinDesk, Citigroup has lowered the neutral rating target price for Gemini while raising the buy rating target price for Bullish. Citigroup's analyst team stated that the rise in Gemini's transactions will take longer, and although the credit card sign-ups and app downloads were strong in October, the volume still fell short of expectations. The approval of Bullish's New York BitLicense and the expansion of institutional access are strong signs of its growth momentum.

Jin10 data, October 22 - Randall Bartlett, an analyst at Canadian financial company Desjardins, stated that the upcoming Canadian budget plan is likely to show that the federal government's debt-to-GDP ratio will be on a rising trajectory over the next decade. In the budget outlook, Bartlett expects the annual budget deficit for the 2025-26 fiscal year to reach approximately 74 billion Canadian dollars, which is more than 2% of GDP, reflecting increased defense spending to fulfill NATO obligations. The agency predicts that the federal debt-to-GDP ratio in Canada will approach 43% in the 2025-26 fiscal year and gradually rise to 46% within a decade. Looking back at the 2010s, this ratio in Canada remained at a low level of around 30% until the COVID-19 pandemic led to a surge in spending. Bartlett stated that he currently does not believe that the credit rating will be downgraded immediately.

BlackRock has become one of the largest investors in Meta's $27 billion "Hyperion" data center project in Louisiana, purchasing over $3 billion in bonds. This financing scale sets a historical record, with S&P giving it an A+ rating, despite a yield of up to 6.58%.

Against the backdrop of strong corporate profits in France, the CAC40 index has broken its historical high, reaching a maximum of 8240.92 points, offsetting concerns over political turmoil and credit rating downgrades. Investors are following the excellent earnings reports, believing that the market has absorbed the downgrade impact.

The latest poll shows that the American public is more inclined to blame the Republican Party for the partial government shutdown, with Trump's approval rating slightly rising to 42%. The shutdown has lasted for 21 days, making it the third longest in history.

Some large global asset management companies' bond funds are avoiding forced sales of French bonds by adjusting investment rules. For example, funds from State Street and BlackRock no longer use strict AA credit rating standards as a Benchmark to maintain exposure to French debt. These changes have already shown results, especially after S&P downgraded France's rating.

Jin10 data reported on October 20, on Friday, S&P downgraded France's credit rating from AA- to A+, while investors seemed indifferent, and the euro rose. ING analyst Francesco Pesole stated in a report that the euro rebounded after French Prime Minister Le Cornu passed the no-confidence vote last week, but "it is hard to feel too satisfied with France." Le Cornu's decision to freeze pension reforms complicates budget decisions, and given the government's fragility, it is still too early to completely rule out France's impact on the euro.

Golden Finance reported that Treasury Edge published on the X platform stating that broker B Riley has just initiated coverage on Bitmine ($BMNR), giving it a "buy" rating with a target price of 90 dollars.

Odaily News Investment bank Citizens has begun rating the Ethereum treasury company SharpLink Gaming (SBET), giving it a "outperform" rating with a target price of $50, and stating that its stock price has potential upside of over 200%. It is reported that Citizens' bullish stance on SBET is based on a long-term optimistic view of the ETH price movement, predicting that ETH will exceed $7,000 by 2026 and may exceed $20,000 by 2030.

France faces uncertainty brought by credit rating decisions, with political and financial crises highlighting its vulnerabilities, and Moody's and S&P becoming key assessment agencies. If the rating is downgraded, it may force bond funds to passively sell French sovereign bonds, leading to an increase in investor yield demands.

Morgan Stanley reports that Broadcom has partnered with OpenAI to deploy 10 gigawatts of AI accelerators between 2026 and 2029, with OpenAI expected to become its fifth-largest customer. Despite a positive market outlook, the investment execution and financing plans remain unclear, leading to an increase in Broadcom's 2027 revenue forecast to $73.2 billion and reaffirming the "Overweight" rating.

Odaily News Wall Street brokerage Bernstein stated that if U.S. interest rates drop significantly, Circle (CRCL)'s revenue could be impacted, but strong demand for stablecoins and operating leverage may help mitigate the blow. Currently, the rating for Circle's stock is outperform, with a target price of $230. The stock dropped 2.3% in early trading, falling to around $134.40. (CoinDesk)

Jin10 data reported on October 13th that Morgan Stanley released a report initiating coverage of Innovasea (02577.HK), rating it "in line with the market" with a target price of HKD 95, equivalent to a projected price-to-sales ratio of 34 times for next year. The bank pointed out that Innovasea is a leading manufacturer of GaN power integrated circuits and believes that the company is well-prepared to benefit from secular growth drivers such as artificial intelligence data centers, humanoid Bots, and electric vehicles. However, market competition remains fierce, and the bank believes that the current valuation largely reflects the market's high expectations.

Odaily News In response to the community user's question regarding "the market data of meme rush being lower than BNB Holder in the Meme Ranking but still ranking first," He Yi responded: "Official: The token ranking only reflects the relative performance of Binance exclusive tokens and does not represent any listing advantages of the token. The token score is calculated based on multidimensional data such as market capitalization, price, holding amount, and trading activity. Customer service Xiao He: Don't focus on the ranking, it is only for reference."

Jin10 Data, October 8 - According to the Financial Times, France's outgoing Prime Minister Élisabeth Borne proposed pausing President Macron's flagship pension reform during negotiations with left-wing opposition parties. The soon-to-be former Prime Minister is currently seeking ways to resolve France's ongoing political crisis. The core of Macron's reform is to raise the legal retirement age from 62 to 64, and pausing this reform would be a significant concession to the left-wing camp—potentially avoiding early parliamentary elections, but at the cost of sacrificing the core pillar of Macron's economic reforms. The left-wing camp welcomed this proposal. Important center-left political figure and Member of the European Parliament Raphael Glucksmann stated that there is a path to achieving a suspension of the reform, and our demands are not unattainable. Last month, the rating agency Fitch became the first to downgrade France's sovereign credit rating, warning that "if fiscal consolidation measures are not implemented," France could face.

Jin10 data reported on October 6, Tianfeng Securities released a research report on October 1, stating that it has adjusted the profit forecast for Industrial Technology (002674.HK) and maintained an "overweight" rating. Considering the weak domestic sales, the profit forecast has been slightly adjusted, expecting the net profit attributable to the parent company for 2025-2027 to be 140 million, 180 million, and 200 million yuan (original values were 150 million, 180 million, and 230 million yuan); the PE ratios are expected to be 32x, 26x, and 23x respectively.

The U.S. Congressional Budget Office estimates that the shutdown from 2018 to 2019 caused a loss of approximately $11 billion. Concerns over another government shutdown have weakened the dollar, while gold has reached an all-time high, and the dollar index has fallen by nearly 10%. Rating agencies warn that U.S. fiscal risks could affect credit ratings.

Jin10 data reported on September 30, JPMorgan released a report stating that it raised the target price of UBTECH (09880.HK) by 12%, from HKD 159 to HKD 178, with a rating of "Overweight". Morgan Stanley stated that UBTECH's stock price has risen 71% since July, mainly benefiting from its signing of three significant orders, which have rapidly enhanced its position as a leader in industry commercialization. The company's orders, including the Walker S2, have exceeded the company's shipment target and Morgan Stanley's full-year expectations.

Odaily News Wall Street brokerage Canaccord Genuity reiterated its buy rating on Bitcoin miner Cipher Mining and raised its target price from $12 to $16. The stock rose 1.2% in early trading to around $11.60. It is reported that last week's announcement exceeded expectations, as the company signed a protocol with Google-backed Fluidstack, establishing its market position in the "miners turning to AI" trend. (CoinDesk)

According to ChainCatcher news, Jin10 reports that Goldman Sachs has upgraded the rating of the global stock market outlook from "neutral" to "overweight" for the next three months. Goldman Sachs analysts pointed out that the main reasons for the rating upgrade are the strong U.S. economy, supportive valuations, and a more dovish stance from the Fed. They believe that robust corporate earnings growth, the Fed's easing of monetary policy without a recession, and the continuation of global fiscal policy easing will continue to support the stock market.

ChainCatcher news, JPMorgan has downgraded the rating of the US Bitcoin mining company CleanSpark Inc. (NASDAQ: CLSK) from "Overweight" to "Neutral", while lowering its target price from $15 to $14 due to valuation concerns. According to reports, CleanSpark's mining output in August was 657 BTC, with a Bitcoin holding of 12,827 coins. Data shows that this month, CLSK's increase once exceeded 60%, with the current stock price at $12.96 and a total market value of $3.643 billion. The revenue for Q3 2025 is $198.6 million, slightly below expectations.

According to ChainCatcher news, as reported by Bitcoin.com News, JPMorgan has upgraded the rating of the U.S. Bitcoin mining operator Riot to "overweight." JPMorgan analysts stated that the upgrade is primarily based on two factors: first, Riot's Bitcoin production capacity is underestimated by the market; second, the company has rising potential in the artificial intelligence infrastructure sector.

Golden Finance reports that credit rating giant Moody's has stated in a new report that the adoption of Crypto Assets in emerging markets poses risks to monetary sovereignty and financial resilience. Moody's pointed out that if the penetration rate of stablecoins pegged to the US dollar continues to rise, and leads to market pricing and settlement activities increasingly detached from the domestic currency, it will weaken the transmission effect of monetary policy. The report shows that by 2024, the number of cryptocurrency holders is expected to increase to 562 million, a growth of 33% compared to 2023.

Odaily News The US-listed Bitcoin mining company IREN has shown strong momentum recently, rising over 500% in the past six months, surpassing MARA to become the largest US-listed Bitcoin mining company by market capitalization. Bernstein has maintained its rating of "outperform" for the stock, while raising the target price more than twofold to $75 per share. IREN's stock price has risen over 305% year-to-date, as its artificial intelligence business matures and expands from the proof-of-concept stage to longer-term contracts, leading them to expect further expansion in its price-to-earnings ratio. (The Block)

Golden Finance reports that the U.S. stock market opened, with the Dow rising 0.15%, the S&P 500 index rising 0.32%, and the Nasdaq rising 0.37%. Intel (INTC.O) fell 1.05%, having previously closed up over 22% on the prior trading day. Tesla (TSL.O) rose 1.34%, as institutions upgraded its stock rating.

Jin10 data reported on September 19, Benchmark analyst Cody Acree stated that NVIDIA's "endorsement" of Intel this week is a "turning point" for Intel's development; he has upgraded Intel's stock rating from "hold" to "buy." Acree pointed out that Intel is continuously losing market share to competitors like AMD, thus confidence in its x86 architecture product roadmap is "extremely critical." This time, NVIDIA not only injected $5 billion into Intel, but the two parties will also collaborate—this is likely to enhance Intel's competitiveness in the data center server slot field and help it secure more data center-related business orders. Acree also expects that Intel will receive additional investments from other companies, as NVIDIA's investment is reportedly the "final result after months of negotiations."

Jin10 data reported on September 19 that Citigroup released a report stating that it believes the recent pullback in the stock price of Pop Mart (09992.HK) is mainly due to market concerns over the declining resale prices of LABUBU. Citigroup does not believe this is a sign of decreasing IP popularity. On the contrary, the group's restocking initiatives based on real demand, as well as measures to improve customer experience and curb resale activities, should help enhance the competitiveness of the IP in the long run. Citigroup recommends that investors pay more attention to sales trends, especially the phenomenon of rapid sell-outs in its own channels, which is still ongoing. Therefore, it reiterates a "buy" rating and maintains a target price of 398 HKD.

Goldman Sachs reports that the investment income of the Hong Kong exchange in the third quarter is expected to be about half of that in the first half of the year, and southbound trading will affect short-term stock price trends. It predicts an ADT of HKD 260 billion for 2025 and raises its earnings per share forecast, increasing the 12-month target price from HKD 524 to HKD 544, maintaining a "buy" rating.

Odaily News Due to better-than-expected performance in the second quarter, strong IPO momentum, and accelerated SS&O rise, Citigroup raised the target price for the cryptocurrency exchange Bullish to $70. Citigroup stated that the long-awaited approval of the New York Department of Financial Services (NYDFS) BitLicense has removed a key regulatory hurdle and boosted investor confidence. Citigroup also reiterated its buy rating, stating that the company has highly attractive operating leverage. (CoinDesk)

Goldman Sachs stated that it maintains an overweight rating on A-shares and H-shares, suggesting to buy low, and is optimistic about investment themes such as leading private enterprises, artificial intelligence, anti-involution, and shareholder returns. Analysts Kinger Lau and others pointed out in the report that earnings are necessary for the continued market performance, but liquidity is also a necessary condition. Currently, the "slow bull" pattern of A-shares seems to be more stable than ever before.

Jin10 data reported on September 15, Rothschild Asset Management analyst Michael Nizard stated in a report that the bond market did not react with panic to Fitch's downgrade of France's credit rating. The head of the multi-asset and overlay strategies department pointed out that the recent rise in the yield of French 10-year government bonds is due to investors' concerns about whether France can implement measures to reduce the fiscal deficit, thereby demanding a higher risk premium; however, the current yield is still far below the levels seen during the sovereign debt crisis. He stated, "Most investors still believe that French bonds are of good quality."

Jin10 reported on September 15 that Chris Turner, an analyst at ING, stated in a report that the euro's reaction was very mild after Fitch downgraded France's credit rating, as this move was not unexpected. He pointed out that the current market focus is on whether the new French Prime Minister can persuade lawmakers to support the fiscal consolidation plan. Forex market participants are expected to continue monitoring France's debt situation, although our core view is that this will not evolve into another eurozone crisis.

Jefferies Group maintained a negative outlook on French bonds after Fitch downgraded France's credit rating, expressing concerns about the new government's ability to implement fiscal reforms. Moody's and S&P may follow up with downgrades, and if France's rating falls below AA-, it could trigger forced dumping.

Investment bank D.A. Davidson upgraded Nvidia's rating from "Neutral" to "Buy," raising the target price from $195 to $210, believing that the rise in AI Computing Power demand will drive the company's long-term growth. Despite facing pressure, Computing Power demand is a key factor.

Jin10 Data, September 13 – Against the backdrop of dual crises in politics and finance, the American credit rating agency Fitch announced on September 12 local time that it has downgraded France's sovereign credit rating from AA- (high quality) to A+ (upper medium quality). According to Fitch's assessment, France lacks a credible fiscal consolidation plan supported by a majority, which is the main reason for this rating downgrade.

Citi upgraded Oracle's rating from Neutral to Buy, based on its $330 billion orders in the first quarter and strong growth expectations for its AI business. It is expected that revenue and net profit will significantly accelerate in the coming years, with the target price raised from $240 to $410, reflecting an optimistic outlook on the demand for its AI infrastructure.

Gate News Bot news, on September 11, according to CoinMarketCap data, TBC (Ten Best Coins) is currently reported at $15,900, rising 2.32% in the last 24 hours, reaching a high of $16,000 and a low of $14,800, with a 24-hour volume of $520,100. TBC is a basket currency of Ten Best Coins, tracking the returns of the top 10 cryptocurrencies by market capitalization. The TBC code has been audited and received a AAA rating, suitable for individual and institutional investors. Purchasing TBC is equivalent to buying the top 10 cryptocurrencies, which can diversify the volatility risk of a single currency. TBC aims to make cryptocurrencies more accessible to ordinary users and mainstream investors, serving as an ETF for the top 10 cryptocurrencies. Important news about TBC recently: 1️⃣ **

Odaily News Clear Street has announced its first buy rating for Bakkt (BKKT) with a target price of $14, indicating that after a significant fall in stock price this year, Bakkt will have a 44% upside.