Oracle 期权在财报前的异常信号：AI 交易叙事的多空博弈检验

Oracle options are doing something curious heading into earnings

If ever there were a stock that captured the hopes and fear of the AI trade, it's Oracle.

华尔街最大券商评级调整汇总：科技与消费龙头（NVDA/TSLA/META/AAPL/AMD/YUM）

Here are Thursday's biggest analyst calls: Nvidia, SpaceX, Tesla, Ferrari, Meta, Apple, AMD, Yum & more

Here are the biggest calls on Wall Street on Thursday.

Coinbase联手Moov赋能社区银行稳定币能力，静待参议院清晰度法案投票落地

Coinbase partners with Moov to boost community bank stablecoin capabilities before Clarity vote

A bill to regulate digital assets is due for a preliminary vote in the U.S. Senate next week.

NFL总裁Roger Goodell正推进联盟国际化长期战略，首场澳大利亚常规赛落地

NFL's Roger Goodell is playing the international long game ahead of league's Australia debut

Goodell spoke with CNBC Sport ahead of the league's first-ever, regular-season game in Australia this week.

盘前异动股情报速览：Macy's、Meta、Apple、Novartis 等多只个股盘前波动显著

Stocks making the biggest moves premarket: Macy's, Meta, Apple, Novartis and more

These are the stocks posting the largest moves in the premarket.

亚马逊支持阿里安火箭订单，欧洲奋力填补太空能力差距

Amazon backs Ariane with rocket launch orders as Europe battles to close its space gap

The deal hands the continent's space industry a commercial boost as governments push for greater sovereign capabilities.

标题中文翻译

Piper Sandler says AI is causing 'insatiable demand' for compute capacity. These two stocks will benefit most

Macy's发布强劲业绩并上调指引，扭亏计划初见成效

Macy's posts strong results, raises guidance as turnaround begins to take hold

Macy's posted strong second fiscal quarter results on Thursday and raised its full-year guidance.

罕见病正在夺走他的视力，基因疗法或许能帮忙——如果他能获得的话

A rare disease is taking his vision. A gene therapy could help — if he can get it

A well-connected family’s fight to access a potential treatment for their son highlights the barriers most rare disease…

美国国债收益率走高，交易员等待关键批发通胀数据

Treasury yields move higher as investors await key wholesale inflation data

Treasury yields moved higher on Thursday as traders await the release of U.S. wholesale inflation data.

摩根大通在Meta发布AI产品后将其升级至买入

JPMorgan upgrades Meta after company’s recent AI product announcements

The bank upgraded the hyperscaler to a buy with a belief that the company's agentic AI app and frontier models could boo…

OpenAI、Anthropic研究人员因灾难性风险警告加剧而加大对AI减速的呼吁

OpenAI, Anthropic researchers ramp up calls for AI slowdown as warnings of catastrophic risk intensify

There is growing concern globally about the capability of AI, following numerous cyberattacks and security incidents in…

油价涨势延续——中东地缘风险支撑布伦特持守100美元关键心理关口

Oil prices extend gains, Brent stays above $100 a barrel on Mideast worries

Oil prices remain elevated amid worries that escalating tensions in the Middle East could further exacerbate supply disr…

Ryanair CEO警告燃油成本飙升将推动机票价格显著上涨

Ryanair CEO says to brace for a 'significant uplift' in airfares as oil prices soar

Ryanair's CEO warned airfare prices may see significant hikes as the surging cost of jet fuel continues to squeeze the a…

"恐慌指标"VIX 开始吸引对冲资金进入历史上波动率偏高的日历窗口期

'Fear gauge' VIX is starting to attract hedges into historically volatile part of calendar

Big moves in Treasury yields over the past couple of months have led to a renewed focus on the CBOE Volatility Index and…

特朗普承诺共和党赢得中期选举后向美国公民发放5000美元"股息"

Trump promises $5,000 'dividend' to U.S. citizens if Republicans win midterms

Such a payout could cost more than $1 trillion and is likely to face legal obstacles.

美伊霍尔木兹海峡交火与Pickaxe Mountain核活动警告——地缘风险溢价重估与跨资产传导分析

Trump warns Tehran over Pickaxe Mountain activity; U.S.-Iran exchange attacks on ships near Hormuz

U.S. President Donald Trump has urged Iran "not to get cute" over activity at a suspected nuclear site on Pickaxe Mounta…

'Saved the day': How China helped keep the lid on oil price surge as Iran war disrupted supplies

China's crude stockpiling and subsequent pullback on purchases since the war erupted in late February has helped the wor…

台积电8月营收激增53%创历史新高：可交易情报提取

World’s largest contract chipmaker TSMC sees August revenue surge over 53% to record high

TSMC reported monthly sales revenue for August on Thursday.

Coinbase CEO认为无论Clarity Act投票结果如何，美国加密货币监管都将推进

Coinbase CEO sees U.S. crypto regulation advancing regardless of Clarity Act vote

Coinbase CEO Brian Armstrong says U.S. crypto regulation could move forward regardless of the outcome of the Clarity Act…

"一生一次"的资产配置转换正在颠覆60/40组合——BlackRock高管详解新偏好配置

'Once-in-a-lifetime’ shift is making 60/40 portfolios less relevant, says BlackRock exec. Here’s the mix it favors

A BlackRock exec said a "once in a lifetime" investment opportunity is upending the traditional 60/40 portfolio mix.