SMH

Dell服务器销售创2018年以来最快增速，股价暴涨19%

Dell shares jump 19% after server maker reports fastest sales growth since return to public market in 2018

Dell has gone from being a sleepy legacy tech company to a high-growth AI story, assembling servers packed with graphics…

Anthropic 估值超越 OpenAI，逼近万亿美元——AI 独角兽融资潮对美股跨资产定价的深度传导分析

Anthropic tops OpenAI as most valuable AI startup, nears $1 trillion valuation in latest round

Anthropic is now the most valuable AI company in Silicon Valley after a new $65 billion funding round.

最富有的投资者正在"去美元化"交易中撤出美国资金

The wealthiest investors are pulling money out of the U.S. in the 'de-dollarization' trade

Fears of an AI bubble, tariffs, a falling dollar, volatile economic policies and rising debt have caused many family off…

标的核心寸与情报密度严重不足，策略构建依赖行业分类推断

Stocks making the biggest moves midday: Unusual Machines, Snowflake, Arm, Dollar Tree & more

Here are the companies making headlines in midday trading.

真人秀明星异军突起成为民主党洛杉矶市长选举意外考验

Reality star's long shot L.A. mayoral candidacy becomes surprise test for Democrats

Spencer Pratt is polling around 22%, just behind Democratic Mayor Karen Bass, in the Los Angeles mayoral primary, raisin…

AI概念股Nebius因神秘对冲基金披露持仓而大涨——AI采用受益概念的交易机会分析

AI play Nebius is surging after mysterious new hedge fund manager reveals stake. Here are his other holdings

The fund invests in publicly traded companies expected to benefit from AI adoption — including semiconductor, infrastruc…

Jim Cramer买入这两只股票的可交易情报评估（含近20%上涨空间）

Jim Cramer says to buy these two stocks — including one with nearly 20% upside

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

Mike Khouw：我对 Zscaler 的判断有误——以下是我的交易调整方式

Mike Khouw: I was wrong about Zscaler. Here's how I'm managing the trade

Khouw's thesis this week for a bearish-to-bullish reversal rested on the idea that ZS had been unfairly punished.

momentum sweet spot：乔希·布朗名单上的这只医疗器械股正处于动能甜蜜点

This medtech name on Josh Brown's list is hitting the sweet spot for momentum

Josh Brown and Sean Russo break down the fundamentals and technicals of this stock.

Snowflake因AI狂热暴涨35%创历史最佳单日表现，软件板块集体起舞

Snowflake surges 35% toward best day ever on AI frenzy, fueling software rally

The Snowflake rally also lifted shares of ServiceNow, Oracle and Palantir, while Salesforce bucked the trend.

年轻人求职困境如何重塑宏观交易格局

'I've applied for more than 400 roles' - how young people are facing the job shortage

The BBC has been hearing from young people who are struggling to find work about how they are tackling the challenge.

美司法部对特朗普指控者E·Jean Carroll启动刑事调查

US justice department launches criminal investigation into Trump accuser E Jean Carroll

The case centres on whether the former columnist lied about the funding she received for her civil lawsuit against the U…

4月PCE通胀年率3.3%符合预期——美联储首选通胀指标暂无方向性惊喜，政策真空期延续

Core inflation hit an annual rate of 3.3% in April, as expected, Fed’s preferred gauge shows

The PCE price index for April was expected to show an annual inflation rate of 3.8% for all items and 3.3% for core.

华尔街分析师集中唱多科技股：英伟达、特斯拉、迈威尔、博通、戴尔、迪克体育、Meta、Salesforce等

Here are Thursday's biggest analyst calls: Nvidia, Tesla, Marvell, Broadcom, Dell, Dick's, Meta, Salesforce & more

Here are Thursday's biggest calls on Wall Street.

盘前涨幅个股快讯——缺乏驱动逻辑的新闻无法支撑交易决策

Stocks making the biggest moves premarket: Snowflake, Best Buy, Kohl's, Dollar Tree & more

These are the stocks posting the largest moves premarket.

Best Buy beats on top and bottom lines as retailer aims to reinvigorate sales

Best Buy reported better-than-expected earnings on Thursday as the company works toward turning around its sales slump.

CVS将Zepbound纳入覆盖范围并新增礼来新获批减肥药Foundayo的保险计划

CVS to restore coverage of Zepbound, add Eli Lilly's obesity pill to drug plans

CVS will add Zepbound coverage on Oct. 1, and start covering Lilly's newly approved Foundayo pill on June 1.

Ro Khanna正在推销其经济信息——这会通向白宫吗？

Ro Khanna is taking his economic message on the road. Will it lead to the White House?

Rep. Ro Khanna wasn't in the Rust Belt to campaign. But he could be soon.

Valve 上调 Steam Deck 价格超 40%：消费电子通胀传导与半导体需求韧性的交叉信号分析

Valve hikes Steam Deck prices by more than 40%, blaming rising costs

The gaming giant said the handheld had not changed but the rise reflected "the current state of component costs"

内部人建仓信号能否撬动AI云板块风险溢价重评

This AI stock is surging after an ex-OpenAI employee's fund disclosed a stake. Here's why

Dutch cloud provider Nebius popped in premarket trading after an ex-OpenAI employee's fund took a sizeable stake in the…

被解职的BP董事长阿尔伯特·曼尼福德否认针对其行为的"谎言"指控

Ousted BP chair Albert Manifold rejects ‘lies’ over his conduct

BP's board on Tuesday announced the removal of Manifold due to "serious concerns" relating to governance standards, over…