AMD因竞品Intel财报超预期而单日飙升12%：半导体板块风险溢价重定价下的趋势交易机会

AMD shares soar 12% on no company news. Here's what has investors so excited

Intel's strong quarter is driving sharp gains in another chipmaker.

DOJ撤销对美联储主席鲍威尔的刑事调查

DOJ drops criminal probe of Fed Chair Powell

Musk v. Altman诉讼案：下周开庭，高调对决下的交易困境

Musk v. Altman heads to court next week. Here's what's at stake

The high-profile trial between Elon Musk and Sam Altman is scheduled to begin Monday with jury selection.

Burry逆向下注：加码微软押注，增持超卖软件与金融科技支付股

Michael Burry adds a new Microsoft bet, doubles down on software

Burry is leaning into what he sees as opportunities in oversold software and fintech payments stocks.

伊朗外交动态下的地缘风险溢价重定价与跨资产交易策略

Iran's top diplomat expected in Pakistan Friday night to discuss peace plans: MS NOW

President Donald Trump said he is in no rush to make a peace deal, claiming the Iran war has harmed stocks and oil price…

七巨头财报周的五大交易策略

Five ways to trade next week’s ‘Magnificent Seven’ earnings

Next week will be the busiest of the earnings season, yet five reports will garner the most attention from investors.

Intel 财报超预期后华尔街两机构齐声唱多

Intel is soaring after an earnings beat. These two Wall Street firms call the stock a buy

Intel's strong first-quarter financial results show the semiconductor maker can capitalize on a boom in chipmaking and A…

FDA加速审批迷幻药研究的政策转向：宏观对冲视角下的交易情报解读

FDA fast-tracks psychedelic drug research following Trump executive order

It's a big shift toward supporting psychedelic-based medicines for treatment-resistant depression, PTSD and substance us…

顾问界重新定义年金属性：保险而非投资的认知纠偏或重塑退休资产配置格局

Retirees are thinking of annuities the wrong way — and it may trip them up, advisors say

People who buy annuities for lifetime income often think of them as an investment, when they're more like insurance, exp…

华尔街周五顶级分析师建议摘要：苹果、AMD、英特尔、甲骨文、卡特彼勒、Shake Shack等

Here are Friday's biggest analyst calls: Apple, AMD, Intel, Oracle, Caterpillar, Shake Shack & more

Here are the biggest calls on Wall Street on Friday.

AI数据中心选址争议威胁宾夕法尼亚州2026年选情

AI data center backlash threatens Pennsylvania GOP incumbents in 2026 election

Pennsylvania has four competitive House races in 2026, all of which are in areas where Gov. Josh Shapiro has AI data cen…

Meta部署数十万片AWS Graviton芯片：AI基础设施军备竞赛的深化与跨资产定价重估

Meta will adopt hundreds of thousands of AWS Graviton chips in latest AI infrastructure grab

The Amazon deal comes weeks after Meta made $48 billion in AI commitments with CoreWeave and Nebius.

特朗普警告英国不对美国科技公司取消数字服务税将面临"大关税"

Trump warns of ‘big tariff’ if UK doesn’t drop digital services tax on U.S. tech firms

The tax is a 2% levy on the revenues of search engines, social media services and online marketplaces that derive value…

华尔街"恐惧指标"VIX出现异常：波动率与股价背离意味着什么

Wall Street's 'fear gauge' is doing something unusual. What it means

The S&P 500 touched record highs Thursday morning, but the Cboe Volatility Index (VIX) remained stuck near 20 and is up…

盘前异动个股：Intel、AMD、宝洁等股票波动最大

Stocks making the biggest moves premarket: Intel, Advanced Micro Devices, Procter & Gamble & more

These are the stocks posting the largest moves premarket.

宝洁财报超预期但无边际惊喜：消费防御板块短期拥挤，建议等待更好的风险回报切入点

Procter & Gamble earnings beat estimates as sales grow 7%

The company reiterated its full-year forecast for earnings and sales.

Oracle 2026年大跌，Dan Ives逆势呼吁买入抄底

Oracle is down big in 2026. Dan Ives says buy the dip

The Wedbush analyst initiated the software giant with an outperform rating.

纽约市二套房税将引发基于房产估值的法律争议

New York's pied-a-terre tax sets up legal fight over values

NYC's property tax system undervalues co-ops and condos, so experts said the city will have to come up with a new system…

太空主题ETF深化布局：SpaceX IPO预期下的航天国防交易机遇

The aerospace and defense trade is taking investors deeper into space, and more ETFs are up for the mission

VettaFi's Cinthia Murphy finds more exchange-traded funds are tackling the space theme more directly as excitement over…

伊朗战争与美国法院关税裁决延迟印度贸易协议的宏观分析

Iran War, U.S. Court’s tariff ruling delays India trade deal — but a bigger risk lies ahead

A delay in signing a trade deal with the U.S. would be expensive for India, as it could be exposed to the risk of higher…

Foreign Carmakers Bet on Tech to Salvage China Market (Foreign car companies bet on technology to hang onto once-lucrative China auto market)

Foreign car companies bet on technology to hang onto once-lucrative China auto market

U.S., Korean and German automakers announced a rush of new, tech-enabled cars at the Beijing Auto Show as they battle a…