贝索斯捍卫亿万富翁阶层、力捧 AI、谈税收并盛赞特朗普——大型 CNBC 专访解读

Bezos defends billionaires, hypes AI, talks taxes and praises Trump in major CNBC interview

Jeff Bezos rejected accusations that Amazon's decision to release a documentary on first lady Melania Trump was an effor…

股市反弹油价回落，兼论三星规避罢工的影响

Stocks rally and oil falls. Plus, the implications of Samsung averting a strike

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

美联储官员暗示若通胀居高不下将加息——地缘冲突已被纳入货币政策前置触发条件

Fed officials see rate hike ahead if inflation stays elevated, minutes show

A majority of officials anticipated that interest rate increases would be necessary if the Iran war continued to aggrava…

廉价AI可能打乱OpenAI和Anthropic的IPO计划

Cheap AI could derail OpenAI and Anthropic's IPOs

Chinese AI labs are matching American frontier capability at a fraction of the cost.

Meta 裁员潮折射科技板块风险溢价的深层定价调整

Zuckerberg says 'success isn't a given' in memo to employees amid Meta layoffs

Meta on Wednesday commenced its latest round of layoffs affecting about 10% of the company's workforce, equating to roug…

做空半导体板块：英伟达财报前的期权市场博弈与空头坚守

Short sellers see opportunity as chip stocks rally breaks, bears hold firm into Nvidia earnings

Despite a pullback across semi shares in recent sessions, traders betting against some of the industry's biggest names h…

房地产股票技术面看涨信号与利率逆风下的博弈分析

This real estate stock is setting up for a move higher despite the rise in interest rates, charts show

Frank Cappelleri takes a look at the real estate sector.

Airbnb扩展至酒店与租车服务，Chesky称App可成为"服务业亚马逊"

Airbnb adds hotels, car rentals. Chesky says app can become an 'Amazon for services'

Airbnb on Wednesday added new services and independent hotels to its platform in its latest expansion move in the travel…

OpenAI 最快于周五提交保密 IPO 申请——宏观情报解析

OpenAI to confidentially file for IPO as soon as Friday: Source

收益率飙升令股市承压，这些股票却在加息环境中胜出

Spiking yields are spooking the stock market. These equities win when rates rise

Some defensive names that are more closely correlated to the 10-year Treasury yield can fare well in a higher rate envir…

TJX以超预期财报和指引上调证明其是当前市场环境下最合适的零售标的

TJX shows it's the right retail stock for this moment with a stellar quarter, guidance boost

Shares of TJX jumped 6% Wednesday after kicking off its fiscal 2027 with better-than-expected results.

加密货币公司试图摆脱炒作周期，财报显示进入更严格自律阶段

Crypto companies are trying to leave the hype cycle for a more disciplined phase, earnings show

Crypto companies spent years monetizing volatility. Now they're trying to survive without it.

英伟达财报前瞻：数据中心销售、利润率与 AI 前景

Nvidia earnings live updates: Data center sales, margins and AI outlook in focus

特朗普称伊朗谈判进入"最终阶段"后美国原油跌破100美元/桶

U.S. crude oil falls below $100 per barrel after Trump says Iran talks in final stages

Trump told reporters that the administration was in the "final stages" of negotiations with Iran, according to a pool re…

午盘异动个股速报：联合航空、托尔兄弟、孩之宝、英伟达等

Stocks making the biggest moves midday: United Airlines, Toll Brothers, Hasbro, Nvidia & more

Here are the companies making headlines in midday trading.

特朗普肖像不应出现在美国护照上：参议员对国务卿鲁比奥提出警告

Trump's face doesn't belong on U.S. passport, senators tell Rubio

The State Department announced a special edition U.S. passport that will feature President Donald Trump's likeness.

英国与海湾国家达成G7首个历史性贸易协议

UK announces 'historic' trade deal with Gulf states in G7 first

The U.K. is the first G7 country to secure a trade agreement with the GCC.

华尔街正重新审视网络安全股票估值——Cramer 发出"误判"预警的信息提炼

Jim Cramer: Wall Street is waking up to how wrong it got this cybersecurity stock

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

Wendy's 聘请前 Potbelly CEO，Trian 寻求融资推进私有化

Wendy's taps former Potbelly CEO to lead struggling burger chain

Nelson Peltz's Trian Fund Management is seeking funding to take Wendy's private, according to a Financial Times report.

英伟达财报后涨幅或取决于对华销售——以下为分析

Nvidia's post-earnings gains may hinge on sales to China. Here's why

CEO Jensen Huang, who traveled last week to Beijing with President Trump this month, said Monday he believes the Chinese…

英伟达期权出现异常信号：财报前看涨期权相对看跌期权溢价扩大

Something very unusual is happening with Nvidia options

Ahead of earnings, NVDA's short-dated calls are trading at a premium to puts.