英伟达落伍半导体板块飙升——分析师解读背后逻辑

Nvidia is falling behind as semiconductors surge. Here's what analysts say is going on

The GPU-maker is flat since April 27, while Intel and Micron have popped more than 30% in that time.

伊朗战争威胁引发航空燃料短缺，或扰乱亚欧夏季出行

Iran war threatens jet fuel shortage that could disrupt summer travel in Asia and Europe

Oil executives have warned that the supply disruption in the Middle East will soon cause actual fuel shortages in some p…

持有现金vs.债券的机会成本分析：当前市场环境下债券相对价值正获机构重新定价

This is what it costs investors to stay in cash — and what to do instead

A recent analysis by BlackRock shows how much income investors are leaving on the table with cash compared to bonds.

Boeing和Honeywell反弹原因分析——AI交易动能持续获得支撑

Why Boeing and Honeywell are rallying — plus, the AI trade gets another boost

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

FanDuel CEO Amy Howe 五年任满离职：在线博彩板块风险溢价重定价信号

FanDuel CEO Amy Howe is out after five years at the sportsbook

Howe has overseen FanDuel during a time of dramatic expansion in sports gambling and as prediction markets have exploded…

摩根士丹利在财报季尾声看好Ulta Beauty和Target的消费逻辑分析

Earnings season is almost over. Morgan Stanley has some picks to play the end

Morgan Stanley sees stocks including Ulta Beauty and Target as potential winners to wrap up earnings season.

马斯克得州Terafab芯片工厂投资上限或达1190亿美元（新闻摘要）

Elon Musk's Terafab chip factory in Texas could cost up to $119 billion, filing shows

Elon Musk's giant Terafab facility in Texas could cost up to $119 billion, with hopes of manufacturing chips for Tesla,…

交易员相信：大变革何时到来？告别季度财报？||

Goodbye quarterly earnings? Here's when traders believe this big change will happen

Traders are evenly divided as to whether the change will happen by Jan. 1. That would be an unusually fast timeline for…

午盘热门股：AMD、Corning、Arm Holdings、Cencora、Uber 等

Stocks making the biggest moves midday: AMD, Corning, Arm Holdings, Cencora, Uber & more

Here are the stocks making headlines in midday trading.

马可·卢比奥访问梵蒂冈——2028年总统大选呼声升温

Marco Rubio heads to the Vatican as 2028 presidential buzz ramps up

Secretary of State Marco Rubio is a frontrunner to succeed President Donald Trump in 2028, though Vice President JD Vanc…

Anthropic与SpaceX宣布含太空开发内容的算力合作协议——太空AI基础设施叙事正式商业化验证

Anthropic, SpaceX announce compute deal that includes space development

纽约联储研究显示：天然气价格飙升正对低收入家庭造成更严重冲击

Surging gas prices are hitting lower income households harder, New York Fed study shows

Lower-income consumers are compensating for higher gas prices by buying less.

美政府数据显示：伊朗战争爆发后首月美国航空公司航油支出激增56.4%

Airlines spent 56.4% more on jet fuel in month after Iran war started, U.S. government says

U.S. airlines spent 56.4% more on jet fuel in March than they did in February, U.S. government data released Wednesday s…

即使伊朗协议平息能源市场，壳牌仍具相对优势——综合油企的纵向整合提供了天然对冲

Even if an Iran deal calms energy markets, one oil stock can still stand out

Shell plc (SHEL), along with other large integrated oil companies, have benefited from higher oil prices and should warr…

Cramer警告：某只股票在财报发布前可能已过度上涨

Jim Cramer warns this stock may have run up too much ahead of earnings

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

SpaceX与Anthropic巨型IPO或标志牛市终点——摩根大通警告

SpaceX and Anthropic mega-IPOs could mark end of bull run, Bank of America suggests

Rule changes for faster inclusion and rejiggering the math on free float multiples "smack of late-stage machinations," t…

Apollo CEO Rowan警告市场面临冲击风险并采取防御性定位

Apollo CEO Rowan warns of market correction, slams ‘egregious’ practices at rival insurers

Apollo CEO Marc Rowan warned that markets face an elevated risk of unexpected shocks, saying he is positioning the firm…

Novo Nordisk CEO 表示这家制药商正前所未有地积极寻求并购交易

Novo Nordisk CEO says the drugmaker is more active than ever in seeking out deals

Novo Nordisk CEO Mike Doustdar says the Ozempic and Wegovy maker is looking for deals more than ever before.

削减大赢家仓位与逢低买入“不该下跌”股票的机构操作分析

We're trimming a big winner and buying the dip in a stock that shouldn't be down

We are making two trades Wednesday.

信用卡奖励窗口期即将关闭：Marriott博彩信用卡高额开户积分优惠逼近历史峰值，但好景不常

Ending soon: All-time high Marriott card bonus offers worth up to 200,000 points

These Marriott Bonvoy credit card welcome bonuses are at all-time highs, but they won't be for much longer.

洋基传奇Mariano Rivera表示支持MLB薪资帽

Yankees legend Mariano Rivera says he supports an MLB salary cap

Former New York Yankee Mariano Rivera says he supports MLB salary cap as long as small-market teams are also spending.