Amazon与Meta芯片交易提振AWS在AI领域竞争力，助亚马逊股价创新高

Amazon custom chips get a boost from Meta, giving the cloud giant another path to win in AI

Amazon hits a record high after its new Meta deal highlights how AWS is gaining traction in AI through both cloud capaci…

医疗保健板块"更多痛苦"图表信号——Carter Worth预警解读

The charts are showing there's more pain ahead for healthcare stocks, says Carter Worth

There is every indication there is more downside ahead, according to Carter Worth.

亚马逊AI驱动好莱坞制作的战略意图与跨资产影响分析

How a new Amazon-backed Hollywood production startup deploys AI for speed and cost-cutting

A new AI-powered hybrid Hollywood startup backed by AWS is betting that cutting-edge production tech can cut costs, spee…

芯片股越来越贵，但交易员毫不在意

Buying chip stocks is getting pricey. Traders don't care

霍尔木兹海峡在2026年下半年前不会完全开放，贝克休斯称

Strait of Hormuz will not fully open until second half of 2026, Baker Hughes says

Tanker traffic through the strait remains very low as the U.S. and Iran try to enforce competing blockades during a frag…

芯片设计授权商Arm强劲上涨后机构上调目标价

We're raising our price target on chipmaker Arm after its blistering rally

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

Regeneron审议Otarmeni海外定价：罕见听力损失基因疗法差异化定价策略情报分析

Regeneron weighs overseas price for Otarmeni, gene therapy for rare type of hearing loss

Regeneron will make its newly approved gene therapy available for free in the U.S. The company hasn't yet decided how mu…

司法部宣布恢复枪决与电刑：联邦死刑执行协议变更的交易价值评估

DOJ says it will use firing squads, electrocution again for federal executions

As the Trump administration resumes capital punishment, Acting Attorney General Todd Blanche instructed the Bureau of Pr…

科技七巨头财报与美联储会议将考验逼近历史高位的美股——下周市场前瞻

'Mag 7' earnings, Fed meeting will test a stock market near all-time highs. Here's what's ahead

Stocks are set to close out April with major gains even as a war in the Middle East is ongoing, and fears around AI disr…

具有财报动量动能的公司（包括亚马逊与信诺保险）将于下周发布第一季度业绩

These stocks have the earnings mojo before they report next week

Several companies with earnings momentum at their back, including Amazon.com and Cigna Group, are slated to report first…

Intel股价飙升20%+：芯片股转势信号还是政策预期定价过度的陷阱

Intel's stock soars more than 20% as chipmaker shows signs of a turnaround

Shares of Intel have more than doubled this year on optimism that backing from the government will help the company's po…

分析：美联储独立性面临的威胁并未结束

Analysis: The threat to the Fed's independence isn't over

President Donald Trump has waged a long campaign to rein in the Fed. Prosecutors' decision to drop an investigation into…

Google 向 Anthropic 追加至多 400 亿美元投资——搜索巨头押注 AI 基础设施版图扩张

Google to invest up to $40 billion in Anthropic as search giant spreads its AI bets

Anthropic said its latest agreement with Google expands on a longstanding partnership between the two companies.

P&G稳健季度与乐观指引验证为何这只股票值得配置

P&G's solid quarter, confident outlook proves why the stock deserves a spot in our portfolio

P&G was able to do this despite increased commodity prices due to the Iran war.

AI热潮驱动核能IPO溢价：X-energy上市首日暴涨背后的清洁能源基荷叙事与交易机会

Nuclear reactor company X-energy shares surge 26% as AI drives interest in its IPO

Advanced nuclear reactor company X-energy began trading Friday as the AI boom and electrification broadly spark a flurry…

特朗普救助选项倒计时：债券持有人权衡政府收购后的可能走向

Clock ticks on Spirit Airlines as bondholders weigh Trump bailout. Here's what could happen next

President Trump has said the government could buy Spirit.

科技投资人 Dan Niles 称 Intel 周五的反弹只是开始

Friday's Intel rally is only the beginning, says tech investor Dan Niles

Niles listed Intel as his largest holding at one point this month.

AI替代就业冲击：从叙事到定价的传导拐点

20,000 job cuts at Meta, Microsoft raise concern that AI-driven labor crisis is here

Meta said it's cutting 10% of its workforce, just as Microsoft announced that it's offering employee buyouts for the fir…

Bessent为美国美元互换额度辩护，称伊朗战争损害全球金融体系

Bessent defends U.S. dollar swap lines as Iran war harms global finances

President Donald Trump, asked on CNBC's "Squawk Box" this week about a possible UAE swap line, appeared to say he is in…

Intel's blowout quarter showcases the exact reason why we took a stake in Arm

Intel's quarter is a sign for what's to come in CPU demand

美联储大概率维持利率不变：这对消费者借贷和储蓄成本意味着什么

Fed is likely to hold rates steady — here's how that impacts consumer costs

The Federal Reserve's April meeting, potentially Jerome Powell's last as chair, may impact many consumer borrowing and s…