微软股价收于 543.45 美元创新高，自 6 月低点市值增加约 1.4 万亿美元
微软股价当日上涨 0.4%，收于 543.45 美元，近一年来首次刷新历史纪录。自 6 月低点以来，微软股价累计上涨逾 54%，市值增加约 1.4 万亿美元；7 月 29 日公布的财报显示云计算业务营收增速创四年来新高，推动股价次日上涨 16%。今年以来微软股价累计上涨约 12%，低于纳斯达克 100 指数的 21%和标普 500 指数的 14%。
精选
外媒与科技媒体长文、研究号文章。按时间排，不论是否入选精选。
IT之家利好AI 评分4343 Ars TechnicaAI 评分1212 Trump commercial railing against his enemies kept airing after court blocked it
US attorney apologized to court, said government has stopped running Trump ads.
彭博利好AI 评分3838 Asia Stocks to Gain on Signal for Fewer Fed Hikes: Markets Wrap
Asian stocks looked set for broad gains on Wednesday after US equities recovered from session lows on signals that the Federal Reserve may not need to raise interest rates aggressively next year.
彭博利好重大AI 评分1717 Bumble Surges 56% on $1.3 Billion Take-Private Deal | Closing Bell
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Scarlet Fu, Hema Parmar, Carol Massar and Tim Stenovec. (Source: Bloomberg)
路透社AI 评分1313 MI5 chief lists Iran, Russia, AI and terrorists among threats to UK - Reuters
MI5 chief lists Iran, Russia, AI and terrorists among threats to UK Reuters
CNBC利好AI 评分1616 Meta shares rise for a second straight day as new AI model family impresses
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
彭博AI 评分1313 Skydance Selloff Fuels Worst New-Bond Performance Since Pandemic
The selloff in Skydance Corp.’s high-grade bonds following their Sept. 30 issuance resulted in new debt trailing the broader market by the most since the depths of the Covid-19 pandemic, according to JPMorgan Chase & Co.
MarketWatch利空AI 评分3030 AI fatigue is gripping the market and driving chip stocks toward their worst stretch in 16 months
Anticipation is building for Anthropic’s investor day as Wall Street grows less patient with heavy AI spending.
彭博AI 评分1616 Big Banks Deliver Mixed Results to Kick Off Earnings on Wall Street
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than "Bloomberg Surveillance." (Source: Bloomberg)
彭博AI 评分2222 Bond Traders Eclipsed by Equities in Rare Wall Street Reversal
As Wall Street’s fixed-income desks struggled in the third quarter, their rivals in equities seized a rare opening to outshine their market brethren.
金融时报利好AI 评分3737 Wall Street plays down investor fears of faltering trading boom
JPMorgan Chase and Goldman Sachs earnings boosted by equities businesses in another strong quarter
CNBC利空AI 评分1717 The AI trade is cracking. Here's how to profit
Despite the Magnificent Seven making record highs, the The AI trade is showing signs of cracks. But there may be an opportunity for traders.
财富AI 评分2424 Supreme Court will hear the Trump administration’s argument that DOGE is exempt from the public-records law
The justices will consider whether DOGE is a federal agency subject to FOIA or a presidential advisory body exempt from disclosure rules
彭博AI 评分5656 Stock Movers：Domino's Pizza销售增长不及预期，Bumble拟以13亿美元私有化
彭博《Stock Movers》称，Domino's Pizza（DPZ）第三季度美国门店可比销售额增长低于分析师平均预期；Johnson & Johnson（JNJ）公布业绩，并上调利润指引。
彭博利空AI 评分3232 CFTC Staff Told to Retract Analysis of Suspicious Oil Trades
CFTC analysts flagged unusually well-timed trading ahead of a March 23 Truth Social post in which President Donald Trump postponed planned U.S. strikes on Iranian energy facilities. Billions of dollars in contracts changed hands in the 15 minutes before the announcement. According to sources, analys
路透社AI 评分4343 路透社：美国芯片股延续跌势，中国存储芯片报告与AI支出担忧冲击板块
美国芯片股延续跌势，中国存储芯片报告和对AI支出的担忧冲击芯片板块。
TechCrunchAI 评分99 The 2026 Startup Battlefield Top 20: From organs to orbit and everything in between
Twenty founders just earned their shot at Disrupt glory. They're headed to the main stage at TechCrunch Disrupt to compete for the $100,000 prize and the coveted Disrupt Cup.
彭博AI 评分3434 US Bank Earnings Put FICC Sales & Trading in Focus
Wall Street banks kicked off earnings season Tuesday with third-quarter results from JPMorgan Chase & Co., Goldman Sachs Group Inc., Citigroup Inc., and Wells Fargo & Co. Christopher McGratty, head of US bank research at KBW, examines the results on "Bloomberg Open Interest." (Source: Bloomberg)
彭博利空AI 评分1717 S&P 500 Record Rally Meets Risk of Peaking Earnings Growth
For Corporate America, the bar to deliver earnings growth that satisfies Wall Street’s bulls is only getting higher.
彭博利好AI 评分4040 微软股价有望创近一年首个收盘纪录，AI 涨势增强
微软股价有望收于近一年来首次创纪录水平，这家软件公司的四个月涨势正在加速。
The VergeAI 评分5050 The Verge 汇总苹果“Welcome home”活动报道及智能家居产品消息
The Verge 汇总苹果“Welcome home”活动前后的智能家居消息与报道。活动前，智能家居中枢、更新配色的 HomePod Mini、Apple TV 4K。
彭博AI 评分2828 S&P 500 Futures Little Changed as Banks Report, Chipmakers Fall
US equity futures held firm Tuesday despite a deepening selloff in chipmakers, as traders sorted through a slew of bank results from JPMorgan Chase & Co., Goldman Sachs Group Inc. and other lenders in the start to third-quarter corporate earnings season.
彭博利空AI 评分3232 Chipmakers Under Pressure; Saudi Arabia Intercepts Missiles
A selloff in chipmakers drag US equity futures down ahead of bank earnings. Saudi Arabia intercepted more ballistic missiles launched by Yemen's Houthis, targeting Riyadh and Khamis Mushait. Nandan Nilekani of Infosys speaks exclusively with Bloomberg's Shery Ahn at the Bloomberg New Economy Forum i
CNBC利空AI 评分3333 Jim Cramer's top 10 things to watch in the stock market Tuesday
The chip stock rout seems to know no end. But earnings from Club names Goldman Sachs and Wells Fargo are all better than expected.
路透社利空AI 评分2626 Nasdaq falls ahead of earnings, economic data while oil rallies - Reuters
Nasdaq falls ahead of earnings, economic data while oil rallies Reuters
MarketWatch利空AI 评分1212 Six Flags’ stock slumps near 52-week lows after fatal accident
A fatal accident on a Six Flags Entertainment roller coaster sent shares of the amusement-park operator near the lowest level of the year.
彭博利空AI 评分3636 Chip Selloff Deepens Before Wall Street Earnings
A selloff in chipmakers extended for another day, putting pressure on equity markets as traders also prepared for Wall Street banks to kick off the US earnings season in earnest. Big US banking stocks, meanwhile, are firmly in correction territory as Citigroup, Goldman Sachs, JPMorgan and Wells Farg
彭博利空AI 评分3939 Record Share of Investors Shun French Stocks, BofA Survey Shows
A record number of investors say they’re planning to curb exposure to French equities as the country’s political and fiscal stresses cast a shadow over regional stocks, according to a Bank of America Corp. poll.
路透社利空AI 评分1818 S&P 500, Dow futures muted after big bank earnings, chip slide weighs - Reuters
S&P 500, Dow futures muted after big bank earnings, chip slide weighs Reuters
MarketWatchAI 评分1717 Options traders expect wild stock-market swings beginning later this month. Here are 4 things to watch.
After an eventful summer, U.S. stocks appear to have hit a pocket of calm. Over the past few sessions, trading volume has dwindled, while major indexes have mostly drifted sideways.
彭博AI 评分3434 Hong Kong Investigates IPO Rigging, Suspends Baicha Stock
Hong Kong’s securities watchdog is investigating a suspected case of rigging an initial public offering to create a false impression of demand.
彭博AI 评分5050 人工智能相关股票抛售拖累新兴市场股指，亚洲科技中心货币走弱
人工智能相关股票抛售加深，推动关键新兴市场股票指数连续第二天下跌，并带动亚洲科技中心货币走弱。
彭博利空AI 评分3030 Cracks Grow Across the AI Trade as Memory-Chip Stocks Tumble
The global artificial intelligence trade is coming under increasing pressure, with a deepening selloff in chip stocks instilling fresh doubts about the sustainability of one of the most powerful investment themes of recent years.
路透社利空AI 评分2020 'Brutal session' for chip stocks shows AI trade is turning - Reuters
'Brutal session' for chip stocks shows AI trade is turning Reuters
路透社AI 评分99 BlackRock cools on US stocks, turns bullish on short-dated Treasuries - Reuters
BlackRock cools on US stocks, turns bullish on short-dated Treasuries Reuters
量子位AI 评分1414 中国车企反攻德系车心脏！巴黎车展国产品牌独占三成，大众CEO连忙呼吁抱团迎战
宝马保时捷缺席
MarketWatch利空AI 评分3636 Was Broadcom CEO bullish or bearish on AI? ‘Gamblers’ comment creates storm
The comments made by Broadcom’s CEO at a conference in Singapore have been cited as a reason for microchip stocks’ slumps on both Monday and Tuesday.
彭博AI 评分2929 Indian IT Stocks Set for Best Day in 17 Months On AI Selloff
India’s software services stocks are headed for their biggest jump in 17 months as a slide in Asian chipmakers triggered a rotation into the so-called anti-artificial intelligence trade.
CNBC利好AI 评分2727 U.S. Treasury yields fall as energy prices pull back
Bond yields fell on Tuesday as investors await more economic data releases this week.
卫报利空AI 评分3333 Chip stocks slide after Broadcom boss likens AI investing to ‘casino’
Asian markets fall and Samsung shares tumble after its Chinese rival CXMT claims strong progressBusiness live – latest updatesShares in semiconductor companies fell on Tuesday after the boss of Broadcom compared many AI investors to “casino” gamblers, and Chinese memory chip maker CXMT said it had m