Cerebras 竞争者 IPO 后你需要知道的事

What you need to know about Nvidia competitor Cerebras after wild IPO

Nvidia competitor Cerebras made a stunning debut on Wall Street Thursday, signaling unstoppable demand for AI chips. Her…

华尔街与散户下周对赌：英伟达、消费股财报前瞻

Wall Street and Main Street face off next week with Nvidia, consumer earnings. Here's what's ahead

Stocks have been ripping higher thanks to a revival in enthusiasm around artificial intelligence, but without much follo…

民主党人就特朗普IRS诉讼和解协议中的"小金库"猛烈批评

Democrats blast Trump over 'slush fund' in possible IRS lawsuit settlement

ABC News reported President Donald Trump could settle a lawsuit against the IRS in exchange for a $1.7 billion fund to c…

S&P 500能否维持连续第七周上涨？——基于趋势动能的宏观对冲框架分析

Can the S&P 500 hold on for a 7th weekly gain? Plus, Friday's best and worst stocks

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hou…

以色列与黎巴嫩同意将停火协议延长45天

Israel and Lebanon agree to extend ceasefire by 45 days, U.S. State Dept says

Israel and Lebanon have agreed to a 45-day extension of a ceasefire U.S. President Donald Trump declared on April 16, th…

克拉默：星巴克裁员旨在修复利润率 以便CEO Niccol"发起攻势"

Cramer: Starbucks layoffs aim to fix margins so CEO Niccol can 'play offense'

Starbucks is cutting 300 corporate jobs as CEO Brian Niccol pushes into the next phase of the company's turnaround.

交易员重新定价：通胀飙升后美联储下一步行动为加息

Traders now see next Fed interest rate move as a hike following inflation surge

The fed funds futures market is pricing in an increase as soon as December.

Ackman 入局微软：机构信号与科技蓝筹竞争弹性的宏观对冲解读

Bill Ackman gets into Microsoft for reasons similar to Cramer's arguments to hold it

Jim Cramer thinks Microsoft has flexibility to stay competitive.

特朗普2026年Q1持仓披露：科技股"政治背书"事件驱动的交易机会与风险识别

Trump went big on tech stocks in first quarter of 2026, new filings show

President Trump bought shares of Amazon, Meta, Oracle, Broadcom, Motorola and Dell worth millions, new ethics disclosure…

AI 基建"最大瓶颈"推动 DRAM ETF 创史上最快千亿规模纪录

'Biggest bottleneck in the AI buildup' fuels DRAM ETF to record

The Roundhill Memory ETF (DRAM) just reached $10 billion in assets at the fastest pace ever for an exchange-traded fund…

AI芯片泡沫的历史类比：与法国密西西比泡沫及互联网时代纳指的跨时空比较

AI chip bubble rivals French stocks in 1700s, surpasses Nasdaq during dot-com frenzy by one measure

Historical parallels for the artificial intelligence bubble are in no short supply.

短期国债收益率技术突破信号分析

The charts are pointing to a breakout in short-term Treasury yields, says Carter Worth

Carter Worth looks at the technicals in the 2-year Treasury note yield.

NFL要求预测市场禁止特定交易合约

NFL wants certain trading contracts banned from prediction markets like 'first play of game,' injuries

The letter, which was reviewed by CNBC, calls for banning certain contracts and raising the age requirements for partici…

Cramer建议减持高波动AI芯片股——趋势交易价值有限，需待技术信号确认

Jim Cramer says it's time to trim this volatile AI chipmaker

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

午盘最大波动个股：Cerebras、Microsoft、ServiceNow、Papa John's等

Stocks making the biggest moves midday: Cerebras, Microsoft, ServiceNow, Papa John's & more

These are the stocks posting the largest moves in midday trading.

中国电动汽车进入加拿大：政策落地与跨资产定价重估

Chinese EVs are coming to Canada, and some dealers can't wait to sell them

Canada is allowing 49,000 Chinese-made electric vehicles to be imported for retail sales annually at a tariff rate of 6.…

埃克森美孚曾经丰厚的股息如今变得微薄——以下是修复方法

Exxon's once-hefty dividend is now tiny. Here's how to fix that

Stephen Miran 离任美联储：他如何为 Kevin Warsh 上位铺路

Stephen Miran exits the Fed. How he set the stage for Kevin Warsh.

The outgoing Fed governor shares big ideas with the incoming chair.

Seth Klarman旗下Baupost将亚马逊增持至第一大持仓，同时新建仓Aon与Visa

Seth Klarman’s Baupost makes Amazon top holding, starts Aon and Visa stakes

The hedge fund boosted its stake in Amazon by 47% in the first quarter, making the e-commerce giant its largest equity h…

我们正在逢低吸纳这只从4月高点下跌10%的零售股

We're snapping up this retail stock that has fallen 10% from its April high

Our general rule of thumb is that a 10% pullback in a high-quality company like TJX represents an opportunity to nibble…

尽管周五出现回调，股票市场涨势仍可持续——如何在适度对冲的同时保持看多头寸

The stock market rally can keep going despite Friday's pullback. How to stay long while hedging slightly

Jeff Kilburg breaks down this put spread options strategy.