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Bitget VIP Weekly Research Insights
VIPBitget VIP Weekly Research Insights

Global risk assets are entering a phase where multiple catalysts are aligning, driving a new wave of momentum in technology and growth stocks. Trump has revived his "tariff dividend" proposal (a $2000 check per person), the U.S. government shutdown crisis is nearing resolution (with fiscal spending expected to resume before December 11), and the probability of a Fed rate cut in December has surged to 95% (with markets even partially pricing in a 50-basis-point cut). Expectations of ample liquidity are rising across the board. U.S. tech stocks and high-beta growth names are positioned to benefit first. Themes such as AI infrastructure, retail brokers (supported by the convergence of crypto and U.S. stock trading), and digital-asset infrastructure are likely to lead the rally. The Nasdaq index is expected to see further upside in the near term, while select quality stocks offer notable rebound potential. As a globally leading Universal Exchange (UEX), Bitget has fully integrated tokenized stocks and futures products, bridging traditional finance with the wider digital-asset ecosystem. Through strategic partnerships with institutions such as Ondo Finance, Bitget Onchain now supports on-chain tokenized trading for more than 100 stocks and ETFs. Users can trade tokenized stocks—including NVDA, HOOD, TSLA, MSTR, COIN, META, and other popular names—directly in the spot market, and also access perpetual futures on individual stocks within Bitget's futures section.

Bitget·2025/12/12 09:06
Flash
18:35
Activist investment firm Land & Buildings recently issued a public call to the board of First Industrial, urging them to take decisive action.
The institution proposed that if the company fails to significantly narrow the discount rate between its share price and net asset value within the next six months, the board should immediately authorize the initiation of a formal evaluation process for strategic alternatives. Such evaluations typically include options that may enhance shareholder value, such as asset sales, company mergers, or privatization.
18:32
Goldman Sachs: Nvidia Reports Strong Earnings but Shares Fall 4.5%
Goldman Sachs pointed out that Nvidia's revenue grew by 73% year-on-year, and the company gave an optimistic outlook for its artificial intelligence business. However, its stock price still fell by 4.5%, dragging down the semiconductor sector and the S&P 500 index. Analysts believe this reflects a "sell the news" trend, profit-taking, and concerns about the sustainability of AI capital expenditures by hyperscale cloud service providers. AI spending is expected to grow by 62% in 2026, lower than the 73% in 2025, but supply-demand imbalances and strong balance sheets may still push expectations higher. Current data center demand and memory bottlenecks provide support for Nvidia, and the market is focusing on whether capital expenditures will peak in 2027.
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