伊朗油轮首次突破美海军封锁——霍尔木兹地缘风险溢价的重新定价窗口

Three Iranian tankers exit U.S. blockade for first time in months as shipowners eye Hormuz in 'wary disbelief'

At least three Iranian tankers carrying nearly five million barrels of crude oil have exited the U.S. Navy blockade.

SpaceX期权上市预示"昂贵且危险"的赌注——策略师警告

SpaceX options debut signals 'expensive' and 'dangerous' bets, strategist says

Options on SpaceX have started trading after the company's IPO, and they show a wide variation in bets.

美国暂缓将DeepSeek等百余家中国企业列入实体清单——宏观对冲视角解读

U.S. holds off blacklisting China's DeepSeek, more than 100 firms deemed security risks

DeepSeek, CXMT and other companies were approved by an interagency committee last year for addition to the Commerce Depa…

印度应对考试作弊的方案：临时封禁 Telegram

India's solution to entrance exam fraud: A temporary ban on Telegram

India has temporarily restricted access to the messaging app Telegram in an effort to prevent exam fraud.

日本5月出口增速创三年多最快，超出市场预期

Japan exports in May grow at fastest pace in more than three years, beating estimates

克拉默速答：买入 CAVA

Cramer's lightning round: Buy Cava

"Mad Money" host Jim Cramer rings the lightning round bell, which means he's giving his answers to callers' stock questi…

Cramer指SpaceX私募投资者为"创始人光环支付溢价"——这一评论本身或成为估值情绪拐点的反向指标

Jim Cramer says SpaceX investors aren't buying earnings — they're buying Elon Musk

CNBC's Jim Cramer said SpaceX investors are betting on Elon Musk's vision and track record, rather than the company's cu…

Anthropic关闭Fable：开源AI的转折点，但主导力量可能来自中国

Anthropic's Fable shutdown is a big moment for open-source AI

Anthropic’s Fable shutdown could boost open-source AI, but many of the models gaining traction are Chinese.

AI 基础设施高增长背后的利润率塌陷：宏观对冲视角解读

Databricks sales growth tops 80%, but margin are shrinking from swarm of AI agents

Databricks is seeing higher growth as AI agents assist with data analysis, but all that activity is significantly increa…

Intel开始生产最先进芯片，向Apple潜在协议更进一步

Intel begins production of most-advanced chip, inching closer to possible Apple deal

Intel is entering production of 18A-P, its most-advanced chip node that could be the target of a coming deal with Apple

限制投资者购房法案即将快速通过国会

Bill limiting investors from buying homes set to speed through Congress

Top lawmakers reached an agreement on a key housing bill that would limit investor ownership, clearing the way for passa…

Fox收购Roku：投资者正在错过的交易逻辑

How Roku fits into Fox's future – and what investors are missing about the deal

Fox's stock dropped following its announcement that it will acquire Roku for $22 billion. Analysts still think it's a go…

SpaceX 的强劲开局仍面临关键考验，这些考验将决定该股票的真实价值

SpaceX's blistering start still faces key tests that will determine the stock's true value

SpaceX's stock has yet to face true price discovery.

Burry表示有意做空SpaceX，但因期权成本过高而放弃

Michael Burry says he's tempted to bet against SpaceX, but passes on expensive options

Burry argued the company's market capitalization had reached levels that dwarf many established businesses and fortunes.

伊朗协议预期升温下的航空与化工板块超配机会

These stocks should outperform as the Iran deal is finalized, says UBS

With a deal on the horizon, UBS thinks that stocks like Southwest Airlines and Eastman Chemicals could benefit from a po…

摩根士丹利看好派息能源中游股：或将迎来超额上行空间

‘Outsized upside’ could be around the corner for these dividend-paying energy plays, Morgan Stanley says

Select midstream equity plays could see considerable upside, according to the firm.

SpaceX meme股票：技术因子正在火上浇油

Technical factors are adding fuel to SpaceX's meme stock fire

Options, leveraged ETFs and index arbitrage are likely boosting the stock ahead of its inclusion in some benchmark stock…

Lilly再次打开支票簿，Broadcom内部买入引起关注

Lilly opens its checkbook again, and an insider buy at Broadcom captures our attention

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

美联储主席Warsh预计撤回利率展望点阵图——前瞻指引真空下的市场定价重构

Fed Chair Warsh expected to withhold 'dot' from central bank's interest rate outlook

The central bank's Federal Open Market Committee is set to release its quarterly update of where individual officials ex…

DOJ介入试图驳回NAACP针对SpaceX旗下xAI空气污染诉讼的宏观对冲视角分析

SpaceX gets assist from DOJ in effort to toss NAACP air pollution lawsuit

The DOJ is asking a Mississippi federal court to dismiss a lawsuit filed by the NAACP against Elon Musk's xAI, now owned…

旧经济板块借助超大规模云服务商投资或现突破——Todd Gordon详解布局策略

An old economy sector may break out thanks to hyperscaler investment. Todd Gordon outlines how to play it

Another group has participated in the growth trade breakout and recently showed outperformance, creating a quieter AI re…