盈利季报超预期初段：顺势但留有对冲的窗口期交易

The earnings season has been really, really good

About 28% of the S&P 500, or roughly 140 companies, have reported first-quarter results thus far.

OpenAI 重组与微软的合作关系，设定收入分成上限

OpenAI shakes up partnership with Microsoft, capping revenue share

FBI扩大华盛顿枪击案双线取证：市场等待情报定价窗口期

FBI will be gathering evidence in California and Washington, says former agent

It's now over 36 hours since the shooting at the Washington Hilton - and FBI agents will be gathering as much evidence a…

Spotify联手Peloton推出全球健身内容中心的深度情报分析

Spotify teams up with Peloton to launch global fitness content hub

Spotify teams with Peloton to launch fitness content, potentially opening new revenue streams while expanding Peloton’s…

Anthropic发布Project Glasswing凸显AI网络安全风险，Mizuho看好CrowdStrike后续上涨

CrowdStrike to rally as Anthropic's Project Glasswing spotlights AI cybersecurity risks, Mizuho says

CrowdStrike should see its shares rise as Project Glasswing calls attention to cybersecurity threats posed by the growin…

特朗普在白宫记者晚宴遭遇枪击后宣布将召开安全审查会议

Trump, standing by Secret Service, says White House will host security reviewreaking

Bernd Debusmann JrWhite House reporter President Trump is evacuated by Secret Service during the incident I've just rece…

IEA告诉CNBC：能源危机将提振核能——投资者如何从中获利

The energy crisis will boost nuclear power, the IEA told CNBC. Here's how investors can benefit

The nuclear power theme can be accessed in several ways: mining and refining stocks, as well as through the spot uranium…

白宫将召开会议讨论特勤局应对协议——宏观情报解读

White House to hold meeting on Secret Servicereaking

Bernd Debusmann JrWhite House reporter I've just received word from a senior White House official telling me that Presid…

公寓市场供过于求与租金优惠蔓延：为何近40%房东正提供让步

More apartments, more deals: Why nearly 40% of landlords are offering concessions right now

A surge in new apartments is slowing rent price growth and boosting concessions, but fewer new projects could limit how…

Shell以164亿美元收购加拿大ARC Resources：能源巨头的产能军备竞赛

Oil giant Shell agrees to buy Canada’s ARC Resources for $16.4 billion

The transaction will add roughly 370,000 barrels of oil equivalent per day to Shell's portfolio and is designed to boost…

中国否决Meta 20亿美元收购AI初创公司Manus

China blocks Meta's $2bn acquisition of AI start-up Manus

It comes after months of scrutiny by Chinese regulators over deal struck with Facebook owner.

华尔街周一科技股评级轮动：机遇与陷阱并存

Here are Monday's biggest analyst calls: Nvidia, Apple, Tesla, Micron, AMD, DoorDash, CrowdStrike & more

Here are Monday's biggest calls on Wall Street.

斯里兰卡僧侣行李中藏匿110公斤大麻被捕事件——对跨资产交易无实质意义

Sri Lankan monks arrested after 110kg of cannabis discovered in their luggage

Officials say each monk was found with around 5kg of Kush - a particularly potent form of the drug - hidden within "fals…

高通因与 OpenAI 合作开发智能手机 AI 芯片而大涨 12%：边缘 AI 计算产业化落地的交易机会

Qualcomm jumps 12% on report it’s partnering with OpenAI on smartphone AI chip

Qualcomm will be working alongside MediaTek to develop a smartphone chip for OpenAI, with manufacturer Luxshare co-desig…

俄战斗机确认从马里北部城市撤退——分离主义者攻击后的权力真空与市场定价

Russian fighters confirm withdrawal from northern Mali city after separatist attacks

Ethnic Tuareg fighters say they are in control of Kidal following a weekend of nationwide attacks, alongside Islamist gr…

白宫记者晚宴枪击现场：淡定食用沙拉的旁观者——软性新闻缺乏宏观交易价值

'I wasn't going to get my tux dirty': Man who ate his salad while others ducked for cover

Most attendees at the White House Correspondents' Dinner ducked for cover while the shooting played out - but there was…

银行CEO让AI分身代劳财报电话——现正签署OpenAI协议

This bank CEO let his AI clone handle an earnings call — now he's signing an OpenAI deal

It's part of Customers Bank CEO Sam Sidhu's effort to get ahead in the industry's race to transform itself using AI agen…

特朗普遇枪击现场目击者描述：表演者称与总统同时卧倒躲避时"以为快要死了"

Performer describes locking eyes with Trump as they ducked for cover during shooting

Oz Pearlman says he thought they were "about to die" as he and the US president lay half-a-metre apart on the ground dur…

华盛顿记者晚宴嫌疑人事件：信息真空期的零交易价值判定

What we're learning about suspected Washington press dinner gunman

The man arrested at the event attended by President Trump is due in court on Monday.

伦敦马拉松破二小时大关：体育史时刻的有限情报价值|

How Kenya's Sabastian Sawe broke iconic sub-two-hour barrier at the London Marathon

Kenya's Sabastian Sawe on becoming the first person to break the two-hour barrier for the marathon.

特朗普遇刺未遂事件：政治暴力冲击下的市场定价逻辑与跨资产传导分析

Hotel can't be entirely blocked to public: Former CIA agent on security

Let's bring you more reaction now to the levels of security at the Washington Hilton. A former CIA intelligence agent sa…