情报总监政治化风险下的市场定价框架

Pulte appointment as spy chief would give Trump attack dog access to the 'crown jewels'

In his role atop the housing finance agency, Bill Pulte has used his access to mortgage records to refer some top Trump…

交易员称Karen Bass和Spencer Pratt将进入备受关注的洛杉矶市长选举决选

Traders say Karen Bass and Spencer Pratt will advance to runoff in high-profile L.A. mayoral race

Los Angeles voters go to the polls Tuesday. If no candidate receives more than 50%, the top-two vote getters will advanc…

AI板块动能表态：媒体信号的有限价值与跨资产定价框架

Investor Joe Terranova buys these AI plays with 'strong momentum, strong fundamentals’

Investor Brian Belski also shared some recent stock picks on CNBC's 'Halftime Report' on Tuesday afternoon.

信用卡高额奖励营销信息：无交易价值的技术说明

Ending soon: Earn 150,000 miles with this all-time-high Capital One Venture Business offer

It's rare to see offers this large attached to credit cards with sub-$100 annual fees, like the Capital One Venture Busi…

为什么BlackRock的Rick Rieder对AI牛市比互联网时代"感觉更轻松"

Why BlackRock's Rick Rieder feels 'a bit more relaxed' about AI bull market than dotcom era

'I think you gotta stay in,' says the top BlackRock investing official, as earnings growth and cash to be reinvested in…

民主党当前不聚焦特朗普弹劾的政治表态：宏观传导有限，中期选举结果才是真正的定价锚

Jeffries: Democrats aren't focused on Trump impeachment 'at this moment'

In conversation with CNBC's Emily Wilkins, the House leader laid out Democrats' path to a majority next Congress and pla…

Alphabet加码AI军备竞赛——为何这可能成为超大规模科技股的估值负担

Alphabet just stepped up the AI spending race. Why that could be an overhang for the hyperscaler stocks

The Google parent's equity issuance announced Monday follows sagging free cash flows amid the infrastructure boom.

微软发布新AI模型以降低对OpenAI依赖并为开发者降本

Microsoft unveils new AI models to lessen reliance on OpenAI and lower costs for developers

At its Build developer conference, Microsoft is announcing series of generative AI models to try and crack a market cont…

Honeywell航空航天分拆接近关键里程碑与新股供应冲击分析

Honeywell's aerospace spin approaches key milestone. Plus, the new stock supply problem

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

标普500以如此速度上涨——在非衰退期——上一次是在1987年崩盘前

The last time the S&P 500 rose this rapidly — outside of recession periods — was before the 1987 crash

There are some big dislocations in the stock market that are worrying investors.

高盛CEO David Solomon称市场处于"贪婪"模式，AI公司正寻求数十亿美元融资

Goldman Sachs CEO David Solomon says markets are in 'greed' mode as AI companies seek billions

Goldman Sachs CEO David Solomon's comments come as investors prepare for what will be one of the busiest periods for equ…

加密货币转型AI概念股的技术突破信号缺乏基本面支撑的交易价值分析

A technical breakout is forming in this crypto-turned-AI play

Todd Gordon takes a look at the technicals in this name with murky fundamentals.

比特币跌破70,000美元——策略延续跌势

Bitcoin drops back under $70,000, Strategy extends its slide

Bitcoin on Tuesday fell below $70,000 for the first time since April amid deteriorating market sentiment.

Greg Abel践行巴菲特交易风格，近170亿美元扩张科技版图

Greg Abel channels Buffett's dealmaking style in nearly $17 billion spree, expanding into tech

The back-to-back deals offer one of the clearest signals yet that Abel is prepared to put Berkshire's enormous balance s…

Cramer如何在Palo Alto财报前处理该股的分析框架

How Jim Cramer would approach Palo Alto's stock heading into earnings

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

爱荷华州民主党参议院初选或重塑民主党夺回参议院多数之路

Iowa Democratic Senate primary could shape Democrats' path to Senate majority

Iowa's Senate primary between state Rep. Josh Turek and state Sen. Zach Wahls could be critical as Democrats look to tak…

午盘热门个股盘点：Coherent、维密、Marvell、HPE、Generac、Intuit等

Stocks making the biggest moves midday: Coherent, Victoria's Secret, Marvell, HPE, Generac, Intuit & more

Here are the companies making headlines in midday trading.

CFTC或引发华尔街革命——交易所股承压

The CFTC has sparked a potential revolution on Wall Street. Exchange stocks are dropping

Investors are worried about increased competition for the traditional exchanges that have long dominated on Wall Street.

特朗普签署AI行政命令要求企业向政府提供模型早期访问权限

Trump signs AI executive order asking companies to give government early access to models

克拉默称黄仁勋"万亿美元公司"预测推动Marvell暴涨26%令人担忧——AI叙事泡沫化风险正在累积

Cramer says Marvell's surge on Jensen Huang's $1 trillion prediction is concerning. Here's why

CNBC's Jim Cramer said Marvell's 26% rally after Nvidia CEO Jensen Huang called it the "next trillion-dollar company" is…

Rubio称美国正与伊朗就核计划进行谈判，参议员向Trump施压要求明确战争策略

Rubio says U.S. is in talks with Iran over nuclear program as senators press for war endgame

Rubio says Iran nuclear talks may advance soon as senators press Trump on war strategy, Strait of Hormuz, Cuba and Venez…