华尔街机构评级调整日：科技与防御板块系统性预期修正情报包

Here are Tuesday's biggest analyst calls: Nvidia, SpaceX, Apple, Intel, Airbnb, Lockheed Martin, Tesla & more

Here are Tuesday's biggest calls on Wall Street.

GE Aerospace宣布以近120亿美元收购铸件制造商CPP

GE Aerospace to buy castings maker CPP for nearly $12 billion

RBC称这只从高点腰斩的快餐股将迎来上涨

RBC says this fast casual stock down 50% from its highs is set to rise

The bank initiated coverage of Shake Shack with an outperform rating, with a belief that the stock is at an inflection p…

AstraZeneca COPD药物两项后期试验成功，满额数据提振重磅炸弹级销售预期

AstraZeneca's COPD drug scores two late-stage trial wins as full data boosts blockbuster hopes

The full data reinforces hopes that the drug could be a breakthrough COPD treatment and reach AstraZeneca's peak annual…

AI消费类股票或成为牛市能否延续的关键信号

Santoli: One key tech ETF may signal whether this bull market can keep marching on

The winds have shifted back in favor of AI consumption plays over AI construction proxies.

Visa扩大面向区块链贷款机构的数据服务——稳定币卡片需求激增背景下的合规金融基础设施扩张

Visa tells CNBC it is expanding data offering for blockchain lenders as demand for stablecoin-linked cards surges

Visa is doubling down on blockchain-powered financial services with a new program to help issuers of stablecoin-linked c…

Pivotal Research：SpaceX 可复用技术突破是解决主要瓶颈的关键，买入评级

SpaceX is a buy as the rocket company can solve one major bottleneck, says Pivotal Research

The research firm initiated coverage on the stock with a buy, believing that the company will find a way to reuse its St…

盘前异动个股：Peloton、Roivant Sciences、Boston Scientific 等录得最大波幅

Stocks making the biggest moves premarket: Peloton Interactive, Roivant Sciences, Boston Scientific & more

These are the stocks posting the largest moves premarket.

澳大利亚立法允许社交媒体用户"选择退出"算法推荐 feeds，对大型科技公司造成新一轮冲击

Australia to let social media users 'opt out' of algorithm-based feeds in fresh blow to big tech

Australia plans to give social media users the option to switch off algorithm-based feeds in proposed legislation, servi…

EverBank与WaFd的$39亿反向并购：宏观对冲视角解读

EverBank to combine with WaFd in $3.9 billion reverse merger

EverBank has agreed to acquire WaFd, a smaller ⁠bank in the Pacific Northwest, in a $3.9 billion reverse ​merger transac…

美国减少对中国电池依赖的举措与挑战

The U.S. is trying to reduce its reliance on China for batteries. Here's what it's up against

The Department of Energy has given grants to small battery tech companies. But the U.S. has a few years to do what took…

防务巨头盈利上行空间未获投资者认可，UBS称

Earnings upside for this defense giant isn't being appreciated by investors, says UBS

The bank upgraded Lockheed Martin to buy from neutral.

TSMC、三星承诺采用ASML最新芯片制造工具，AI需求驱动先进制程扩张

TSMC, Samsung commit to ASML’s newest chipmaking tools as AI drives demand

TSMC and Samsung will adopt ASML’s High NA EUV tools for advanced chipmaking as AI drives demand for smaller, more compl…

加密平台安全审计失效：Crypto网络安全风险溢价的重新定价与交易机会

Crypto platforms have lost over $3.63 billion to cyberattacks — even though most of them did security checks

More than 60% of cryptocurrency platforms that lost money due to cyberattacks had undergone independent security audits,…

美债收益率小幅走高，投资者等待本周更多经济数据发布

Treasury yields tick higher as traders look ahead to more economic data releases

Treasury yields moved higher as investors look ahead to more key economic data releases this week.

诺华制药一周内第三次试验失败，股价暴跌逾10%——对冲基金视角下的管线风险重定价与跨资产传导分析

Pharma major plummets over 10% after third trial disappointment in a week

Shares of Novartis tanked on Tuesday after results from its del-desiran drug trial disappointed investors.

全球航运监管机构警告地缘政治动荡下的贸易体系崩溃

Global shipping authorities warn of maritime trade breakdown amid geopolitical turmoil

Eighteen maritime bodies warned Tuesday that geopolitical tensions and a growing shadow fleet threaten to undermine inte…

加拿大276亿报复性关税生效：美加贸易裂痕加深

Canada's retaliatory tariffs worth $27.6 billion take effect as trade rift with U.S. deepens

Duties on U.S. steel and aluminum products have doubled to 50% as a war of words between Washington and Ottawa continues…

自然灾害频发月：极端事件回顾与交易启示

It's been a rough month of natural disasters. Here's a review of some of the worst

Natural disasters have intensified in the past month as the super El Nino phenomenon takes effect.

Mistral获三星领投融资，240亿美元估值背后的欧洲AI叙事能否兑现？

Mistral bags $24 billion valuation as Samsung leads funding for Europe's AI champion

Mistral is betting on open-weight AI models to help it compete with players like OpenAI and Anthropic.

Novartis胆固醇药物失败重塑Lp(a)赛道竞争格局，Amgen与Eli Lilly稀缺性上升

Cholesterol drug setback casts doubt over multibillion-dollar race

Novartis’ failure raises the stakes for Amgen and Eli Lilly in the race to turn lower Lp(a) levels into fewer heart atta…