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.
#美股/全球
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。
CNBC利好AI 评分1616 CNBC利空AI 评分2626 Airport attacks put aviation in crosshairs of geopolitical conflicts
Deadly attacks at Riyadh’s main airport are disrupting airlines, closing airspace and raising new security questions for commercial aviation.
Axios利空AI 评分6868 欧洲以汽车进口配额应对中国出口压力，避免采用特朗普式关税
欧盟与中国周五达成初步协议，拟将中国混合动力及插电式混合动力汽车对欧年进口量限制在35万辆，最早可能于12月开始实施。该上限将低于预计今年约80万辆的中国混合动力汽车对欧出货量；2025年进口量为30.2万辆，超额车辆将被阻止入境，而非加征额外关税。新公布的数据还显示，中国9月乘用车出口同比增长64%至91.9万辆，国内销量下降27%。
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.
彭博AI 评分2424 US Grids Strain Under Heat During Peak Repair Season
Power supplies are tightening on grids that serve roughly one-third of the US population, as a short-lived blast of heat in the Midwest and Mid-Atlantic collides with planned off-season maintenance outages.
彭博利空AI 评分3838 Rosenberg Sees Most Dangerous US Market of His 40-Year Career
David Rosenberg said the US stock market was increasingly looking like a bubble, with valuations, leverage and investor positioning at extremes unseen in his 40-year career.
CNBC利好AI 评分1616 Social Security cost-of-living adjustment for 2027 may be above average. Some say it's not enough
The Social Security Administration is expected to announce the cost-of-living adjustment for 2027. Projections point to a higher-than-average increase.
财富AI 评分1414 Hachette’s CEO writes every email himself. He says AI shortcuts are creating a ‘worse C-suite’
Executives are saving hours by letting AI summarize articles and write their emails. But some leaders fear delegating these tasks to AI could come with unforeseen consequences.
MarketWatchAI 评分2323 ‘Superintelligence’ may never arrive, Deutsche Bank says. What that could mean for the U.S. economy.
Deutsche Bank’s Jim Reid said he sees productivity gains from artificial-intelligence adoption as having the potential to create new jobs.
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.
SolidotAI 评分4848 研究称过去十五年全球变暖速度加倍，1.5°C阈值或于2028年突破
一项发表于《npj Climate and Atmospheric Science》的研究显示，2011-2025年全球变暖速率达到每10年0.40°C，是1971-2025年每10年0.20°C的两倍。研究据此称，全球气温升幅或于2028年突破《巴黎协定》设定的1.5°C阈值，比此前预测早十年。加速变暖主要涉及东亚-北太平洋、欧亚中纬度地区及南大西洋-南极洲。
卫报AI 评分4141 企业纷纷仓促采用 AI 后，如今部分企业开始退缩
全球雇主正应对仓促采用快速变化的人工智能工具带来的后续问题。Meta 发现员工花在清理技术和安全错误上的时间越来越多，因此缩减了裁员并增加 AI 智能体的计划；在 2023 年精简员工、尤其是中层管理人员后，Meta 又开始扩充管理层。
财富AI 评分3434 IMF chief warns AI’s ‘slow-moving tsunami’ is coming—and it could leave Gen Z graduates stuck making lattes at Starbucks
‘I don't think any young person wants to be a barista in a coffee shop as their professional future,’ IMF Managing Director Kristalina Georgieva says.
彭博AI 评分2929 Bank Profits Face New Challenges
KBW Head of US Bank Research Chris McGratty joined Bloomberg Open Interest to break down what's driving bank earnings. He explains why large banks may still appeal to investors and how consumer health, interest rates and consolidation could shape what's ahead. (Source: Bloomberg)
彭博利好AI 评分2222 India-US Trade Talks Heading in Right Direction, Jaishankar Says
Indian Foreign Minister Subrahmanyam Jaishankar said trade negotiations with the US were close to a conclusion, though final details remained to be resolved.
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。
财富AI 评分3232 ‘He’s not putting the country first’: Over half of Americans say Trump prioritized his financial interests ‘a lot’ as president in new poll
The poll suggests most U.S. adults think making money has been a focus for Trump, with only a quarter saying he puts the same emphasis on the country
财富AI 评分6969 IMF将2026年全球经济增长预测上调至3.1%，32个国家贡献95%的全球增长
IMF预计全球经济2026年增长3.1%，较7月预测的3.0%上调，低于2025年的3.5%；预计2027年增长3.4%。报告称，32个国家贡献了全球增长的95%，高于4月时的54个国家，并指出增长正按各国受到战争引发的供应冲击和AI相关需求带动的程度重新分配。
财富利空AI 评分5050 特朗普与普京达成柴油交易引发国会两党反对
特朗普宣布与俄罗斯总统普京达成向美国进口俄罗斯柴油的交易，称此举旨在选举前缓解美国加油站的高油价。共和党和民主党议员批评交易可能资助俄罗斯对乌克兰的战争、违反美国现行法律；6名参议员敦促特朗普撤回交易。特朗普称交易有助于美国农民和牧场主，并否认相关批评。
MarketWatchAI 评分2626 Hedge-fund legend Paul Tudor Jones says the stock market faces a really challenging 2027. Here’s why.
U.S. stocks could face a serious test in 2027 as a tsunami of new equity issuance threatens to upend the artificial-intelligence-driven bull market, according to hedge-fund billionaire Paul Tudor Jones.
彭博AI 评分2121 US Existing-Home Sales Edged Up Ahead of Mortgage-Rate Shock
Sales of US existing homes rose in September for the first time in four months, although a surge in mortgage rates and high prices are set to keep activity depressed through the remainder of the year.
彭博利好AI 评分3535 US Existing-Home Sales Rise for First Time in Four Months
Sales of US existing homes rose in September for the first time in four months to an annualized rate of 3.99 million. Michael McKee reports on "Bloomberg Open Interest." (Source: Bloomberg)
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。
路透社AI 评分1919 IMF flags risks to global economy from AI market correction, war and debt - Reuters
IMF flags risks to global economy from AI market correction, war and debt Reuters
路透社利好重大AI 评分2727 Russia hits no energy targets in Ukraine for first time since Trump's 'truce' - Reuters
Russia hits no energy targets in Ukraine for first time since Trump's 'truce' Reuters
IT之家AI 评分5252 美国第三季度公共快充充电量同比增长26%，特斯拉超级充电站价格上涨
Paren 2026年第三季度美国快充行业报告显示，7月至9月公共快充网络完成5040万次充电，同比增长26%，新增4106个快充接口，分布在664个站点。全国平均价格升至每千瓦时0.54美元，同比增长2.7%；特斯拉非会员价格同比上涨15%至0.569美元，会员价格同比上涨9%至0.396美元，特斯拉以外网络均价连续第五个季度约为每千瓦时0.533美元。
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。
MarketWatchAI 评分1616 Fund managers retain surprising optimism in the face of stagnant stock market and tumultuous bond market
Many asset allocators are waiting for bond yields to hit 6% before they flip the switch from equities to fixed income, but a significant portion are already making the transition.
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.
彭博利空重大AI 评分2222 Houthi Attacks Intensify Threat of Wider War in Middle East
Col. Wayne Sanders (Ret.) of Bloomberg Intelligence examines whether continued attacks in Saudi Arabia by Yemen’s Houthis could draw the United States into defending the kingdom. He speaks on Bloomberg Television. (Source: Bloomberg)
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
彭博利好AI 评分2828 Mubadala’s Al Muhairi Sees Increasing Growth Opportunity Across Asia
Waleed Al Muhairi, group deputy chief executive officer at Mubadala Investment Co., joins Bloomberg's Haslinda Amin on the sidelines of the Bloomberg New Economy Forum in New Delhi. He highlights the opportunity he sees across Asia, saying "Asia's growing and Asia has so many fundamental advantages
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.
CNBC利空AI 评分3131 Paul Tudor Jones says 2027 could be a really challenging year for the stock market
The billionaire investor said that corporate buybacks, along with mergers and acquisitions, that have been a tailwind for the bull market is about to turn.