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一篇关于"AI基础设施+能源"投资篮子表现超越Nvidia的交易机会分析

An AI trade involving energy and infrastructure that's doubled your money, topping Nvidia

If you put the same money into a basket of companies that are building out AI infrastructure and energy sources, you’ve…

Stocks making the biggest moves midday: Rigetti Computing, Deere, Bloom Energy, Spotify & more

Stocks making the biggest moves midday: Rigetti Computing, Deere, Bloom Energy, Spotify & more

These are the stocks posting the largest moves in midday trading.

沃尔玛警告美国消费者因汽油价格高企而削减支出

Walmart warns US shoppers are cutting spending as higher gas prices bite

The retail giant said it expects customers to cut back in the coming months due to higher gas prices.

沃尔玛警告汽油价格冲击美国消费支出

Walmart warns US shoppers are cutting spending as higher petrol prices bite

The retail giant said it expects customers to cut back in the coming months due to higher gas prices.

民主党内部选举复盘报告：党主席批评与免责声明的政治博弈

DNC releases 2024 election autopsy, party chair slams it

A disclaimer sits at the top of each page saying: "This document reflects the views of the author, not the DNC."

SpaceX 招股书凸显 Starlink 依赖性——宏观对冲视角下的情报解读

SpaceX is heavily reliant on Starlink for growth and profit as it marches toward Nasdaq listing

SpaceX's IPO prospectus underscores the importance of Starlink to the company's operations.

伊朗强化霍尔木兹海峡控制声索——能源风险溢价的结构性重定价窗口开启

Iran steps up claim to control Strait of Hormuz

Iran publishes a map claiming "armed forces oversight" across more than 22,000 sq km of the waterway.

美国最大住宅租赁REIT合并：690亿美元超级平台诞生，板块整合逻辑下的交易机会

Equity Residential and AvalonBay to merge in mega U.S. real estate deal

Equity Residential and AvalonBay Communities have agreed to an all-stock merger to form a housing rental company with an…

富裕家族投资配置新趋势：家族办公室正加速增配公募股票同时减持房地产

How the wealthiest families invest: CNBC and Addepar launch Family Office Portfolio Tracker

Public stocks are the fastest-growing asset class for family offices, while their real estate assets are shrinking, per…

油价飙升2%后地缘局势紧张——伊朗铀浓缩红线搅动美伊谈判

Oil prices jump more than 2% after Iran supreme leader says uranium must remain in country

Iran's position on its enriched uranium will likely complicate peace talks with the U.S.

Bloom Energy 牵手欧洲 AI 基础设施新秀达成 26 亿美元合作，能源股应声上涨 2%

Bloom Energy rises 2% after partnering with European AI infrastructure upstart in $2.6 billion deal

Nebius said Wednesday that it would deploy Bloom's fuel-cell technology to generate electricity faster and more quickly…

能源地缘冲击下的油价"红色区间"风险预警

Oil markets could enter ‘red zone’ by July as stocks dwindle ahead of summer travel season, IEA chief says

IEA Executive Director Fatih Birol said the single most important solution to the Iran war energy shock is a full and un…

Stellantis公布700亿美元转型计划，2028年目标实现自由现金流转正

Stellantis unveils $70 billion turnaround plan, targets positive cash flow by 2028

Stellantis CEO Antonio Filosa unveiled a new five-year strategic plan Thursday worth 60 billion euros (US$69.7 billion).

Nvidia's latest record result fails to impress investors

The chip giant reported more stellar results but its shares fell after-hours as investors wonder if it can keep up its p…

英伟达最新创纪录财报未能打动投资者

Nvidia's latest record earnings fail to impress investors

The chip giant reported more stellar results but its shares fell after-hours as investors wonder if it can keep up its p…

交易员在Nvidia财报后大举布局周四财报：跨资产波动率博弈与期限结构定价机会

Traders are making big moves ahead of these earnings reports due Thursday

With Nvidia earnings in the rearview mirror, traders have a handful of earnings before and after the bell to trade on Th…

英伟达创纪录业绩未能打动投资者

Nvidia's record result fails to impress investors

The chip giant reported more stellar results but its shares fell after-hours as investors wonder if it can keep up its p…

欧洲电信CEO警告："欧洲尚未意识到Starlink与AI卫星主导权有多危险"

'Europe doesn't realize how dangerous it is': Telecoms CEO warns of U.S. dominance in satellites, AI

Europe is vulnerable with a non-state actor like Starlink having the power to switch off the continent's connectivity.

普京北京之行关键启示：中俄能源合作未竟与全球资产定价重估

Three key takeaways from Putin's Beijing trip — and what they reveal about China-Russia ties

Putin left Beijing with declarations of enduring friendship with China and a stack of bilateral agreements — but without…

从AI到拦截器：乌克兰正尝试用无人机防护其天空

From AI to interceptors, Ukraine is trying to drone-proof its skies

After four years of Russia's full-scale invasion, Ukraine has become far more successful at fighting off air raids.

英伟达称其已基本将中国AI芯片市场让给华为

Nvidia says it has ‘largely conceded’ China’s AI chip market to Huawei

Nvidia CEO Jensen Huang said the company has "largely conceded" China's advanced artificial intelligence chip market to…