Recently, Amazon (NASDAQ: $Amazon (AMZN.US)$ ) has significantly outperformed the market, rising over 3% in a single month, sparking heated discussions among investors. This is not only due to the recovery of e-commerce and the boost of market sentiment from Prime Day, but more importantly, it is a heavyweight long-term investment decision—Amazon announced it will invest 13 billion USD to expand AI cloud data centers in Australia,making it the company's largest technology investment in the region's history. This move is not just about infrastructure, but also a key step for AWS to strengthen its dominance in the global AI computing field.
From a business structure perspective, AWS has gradually become the core engine of Amazon's profit growth. According to the latest Earnings Reports, AWS's revenue will grow by 19% in 2024, significantly higher than e-commerce and Logistics businesses. This investment in Australia will be completed by 2029 and includes the construction of high-performance AI servers and three CECEP Solar Energy plants, further consolidating its foundational and sustainable development strategy in the Asia-Pacific region. This is also another global layout node following the expansion of data centers in Pennsylvania and Taiwan, demonstrating AWS's commitment to global deployment of AI computing capabilities.
However, such large-scale capital expenditures also bring short-term financial pressure. The market expects Amazon's total capital expenditure in 2024 to exceed 100 billion dollars, with more than 20...

$Circle (CRCL.US)$ Buy again if it drops after opening.

Oklo, Talen Energy, NuScale and Centrus Energy soared to intraday record highs Wednesday as nuclear stocks rose on multiple fresh catalysts for the sector.
$Oklo Inc (OKLO.US)$ led the way higher, gaining as much as 25.2% to a $65.77 record intraday high following word of a tentative new contract with the U.S. military to build a nuclear reactor to power Alaska's Eielson Air Force Base.
The next-generation nucl...

$Strategy (MSTR.US)$ BTIG analyst Andrew Harte maintains $Strategy (MSTR.US)$ with a buy rating, and maintains the target price at $620.

News Highlights
$Meta Platforms (META.US)$ had active options trading, with a total trading volume of 0.60M options for the day, and the put-call ratio is 0.37.
Meta is offering big money to Hollywood studios like Disney and A24 to make immersive video content using popular stories.
At the same time, Meta plans to release a new, lightweight headset next year that will be connected to a small devic...

Since 2025, a capital frenzy led by new consumer trends has been unfolding in the Hong Kong stock market.
Popular consumer stocks have been experiencing volatility, with recent pullbacks following a series of new highs. In early trading, $POP MART (09992.HK)$ saw modest declines of around 2%.
This comes after Wednesday's trading session, where $MIXUE GROUP (02097.HK)$, $POP MART (09992.HK)$, $LAOPU GOLD (06181.HK)$,...

$Ethereum (ETH.CC)$ Indeed, some people predict that the price of ETH will exceed BTC in the future.

$Dollar General (DG.US)$
🛒 What Does the Company Do?
Dollar General is one of America’s largest discount retail chains, operating over 20,000 stores. It focuses on offering everyday essentials at low prices, often in rural and underserved communities.
What they sell:
• Household items (cleaning products, toiletries)
• Food and snacks (non-perishables, frozen items, and some fresh groceries)
• Health and beauty products
• Clothing and seasonal goods
...