XLK

Starmer与特朗普讨论霍尔木兹海峡开放"下一阶段"——地缘风险溢价的重估窗口

Starmer and Trump discuss 'next stage' in plan to open Strait of Hormuz - No 10

UK Prime Minister Keir Starmer and US President Trump have said they're at the "next stage of finding a resolution&…

美国务院将主持以色列-黎巴嫩停火谈判，地缘风险溢价进入关键定价窗口

US State Department to host Israel-Lebanon talks

Tom BatemanUS State Department correspondent A State Department official says they can confirm that the department will…

OpenAI 推出 100 美元/月 ChatGPT Pro 订阅，剑指 Anthropic——AI 商业化定价权争夺战的宏观对冲视角

OpenAI looks to take on Anthropic with $100 per month ChatGPT Pro subscriptions

The new ChatGPT plan expands access to OpenAI's AI-powered coding assistant Codex.

Melania Trump："我从未与Epstein有任何关系"

Melania Trump: 'I never had a relationship with Epstein'

The first lady went on to say, 'I am not Epstein's victim. Epstein did not introduce me to Donald Trump'.

下周发布财报的银行股：历史盈利超预期与股价上涨规律研究

These stocks reporting next week have a history of earnings beats and share gains

Banking heavy-hitters, including Morgan Stanley, are slated to report quarterly results next week.

Melania Trump 反驳关于她与 Jeffrey Epstein 相关指控

Melania Trump attacks claims about her and Jeffrey Epstein

Costco股价因月度销售数据表现强劲而上涨，但我们仍有一个重大疑问

Costco shares rise on impressive monthly sales. We still have one big question

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

DOJ对NFL媒体版权的反垄断调查：市场影响与交易策略分析

DOJ launches probe into NFL over media rights packages and antitrust concerns

The Department of Justice is raising concerns about the NFL's offerings across various platforms and affordability of co…

佛罗里达州检长在 OpenAI 潜在 IPO 前夕启动调查

Florida AG opens probe into OpenAI ahead of potential IPO

Florida AG James Uthmeier launched an investigation into OpenAI and ChatGPT, as the AI firm prepares for an IPO that cou…

OpenAI因能源成本与监管压力暂停英国数据中心交易

OpenAI pauses UK data centre deal over energy costs and regulation

The project was part of a package of tech investment promising the UK could become an AI superpower.

股票午盘快讯：Meta Platforms、布朗-福曼、亚马逊、Marvell 等公司午盘异动

Stocks making the biggest moves midday: Meta Platforms, Brown-Forman, Amazon, Marvell & more

Here are the names making headlines in midday trading.

缅因州即将成为首个禁止数据中心的州

Maine set to become first state with data center ban

More than a dozen other states are considering similar bans as fears around centers and high energy prices grow.

著名野生动物摄影师 Doug Allan 在尼泊尔患病后去世

Pioneering wildlife cameraman Doug Allan dies after falling ill in Nepal

The cameraman and photographer won eight Emmy Awards for his work on acclaimed series like Blue Planet alongside Sir Dav…

Disney计划裁员最多1000人（新任CEO主导的成本削减行动）

Disney plans layoffs of as many as 1,000 employees

Disney is planning a new phase of cost cutting, including as many as 1,000 layoffs, under new CEO Josh D'Amaro, accordin…

Jo Malone 希望"理智占上风"——其与 Zara 的合作遭雅诗兰黛起诉

Jo Malone hopes 'sense will prevail' in lawsuit over her name

The British perfume designer and Zara are being sued by Estée Lauder over a collaboration.

Guggenheim因AI开发者工具需求增长而看好软件股，但单一机构评级调整信息不足，不构成即刻入场依据

This software stock is set to rally as demand for AI developer tools grows, Guggenheim says

The investment firm upgraded the software platform provider to buy from neutral.

亚马逊终止对旧版Kindle支持，引发用户强烈不满

Amazon to end support for older Kindles, prompting user outcry

The move means owners of Kindles released before 2013 will be unable to download new e-books.

Google扩展与Intel的AI芯片合作伙伴关系

Google expands partnership with Intel for AI chips

Google has committed to using multiple generations of Intel chips to power its AI data centers, in an expansion of an ex…

2月核心通胀符合预期，但伊朗战前"滞胀困境"加剧，美联储政策空间受限

Core inflation was 3% in February, as expected, key Fed gauge shows

The gauge released Thursday offers the Federal Reserve a snapshot of conditions leading into the Iran war.

巴基斯坦高级专员对会谈取得进展持乐观态度

Pakistan high commissioner hopeful of talks making progress

James LandaleDiplomatic correspondent The ceasefire between the US and Iran may be on shaky ground, with substantial dis…

摩根士丹利升级一只2026年遭遇重挫的关键金融股

JPMorgan upgrades a key financial stock that has gotten hit in 2026

The bank upgraded its rating on Capital One Financial, citing its cheaper valuation after a fall in 2026 and ability to…