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.
#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利空AI 评分3333 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.
路透社利好AI 评分3232 Scaleway to build AMD-powered AI supercomputer in Sweden - Reuters
Scaleway to build AMD-powered AI supercomputer in Sweden Reuters
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
金融时报利空AI 评分2626 Bulgaria suggests Russia behind ship attack that left 11 sailors missing
Strike on cargo ship marks latest escalation in Russia-Ukraine war in the Black Sea
卫报利好AI 评分2929 IMF raises UK growth forecast as economist says Healey should ‘stay the course’
Fund upgrades UK’s GDP growth forecast for 2026 to 1.3%, but says it is likely to edge down next yearIMF warns global economy ‘could soon test the limits of resilience’John Healey should “stay the course” and continue repairing the UK’s public finances, the International Monetary Fund’s top economis
财富AI 评分2121 The Turing Trap is turning into a Talent Trap: The wrong AI strategy could strand millions of skilled workers
There's a parallel to the mistake of treating AI as imitating humans rather than building systems that complement and extend human capabilities.
MarketWatch利空AI 评分1818 U.S. wealth has shifted to stocks from homes. There are big reasons to worry.
The four-year bull market in stocks is riding high because of the AI boom. But it’s also increasing the cost of money.
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AI 评分2828 US Nuclear’s Low-Hanging Fruit Is Being Gobbled Up
Upgrading existing reactors offers a faster path to more nuclear power, but the available capacity is quickly running out.
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.
彭博利好AI 评分4848 高盛第三季度股票交易收入超预期，固定收益交易不及预期
高盛第三季度股票交易收入为64.4亿美元，超过预期；固定收益和利率交易收入则远低于华尔街预估。
CNBCAI 评分3838 The stock market is at a critical juncture. Wall Street is convinced it will resolve in the bulls' favor
There's an extraordinary split between the headline S&P 500 pinned just under a record high and the median stock in the index struggling in a 16% drawdown.
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
路透社AI 评分1010 Germany's Nuremberg airport closes due to aviation emergency - Reuters
Germany's Nuremberg airport closes due to aviation emergency Reuters
金融时报利空AI 评分4444 IMF预测回顾显示全球经济增长高于预期、通胀更严峻
IMF预测的统计历史显示，全球经济增长高于预期，通胀情况则更严峻。
钛媒体AI 评分4444 马斯克炮轰印度首富安巴尼，星链进入印度面临监管与渠道条件
马斯克在X上指责印度“寡头”阻挠星链进入印度，并点名信实集团老板安巴尼；印度通信部回应称相关质疑毫无根据，卫星通信审批框架公平公正。星链已取得运营牌照和GMPCS牌照，但商业服务尚未开业，仍涉及安全审查、外商投资审批和频谱分配。印度要求其具备特定区域断网能力、将用户数据存于印度境内，并由印度人运营地面站。
WiredAI 评分1212 The Biggest Pro-AI Super PAC Network Has Poured Millions Into Nevada Shell Companies
Backed by Silicon Valley titans, Leading the Future has raised huge sums to promote pro-AI candidates on both side of the aisle.
财富AI 评分3131 Banks in France could collapse because ‘widening riots can cause deposit flight,’ analysts warn
Everything you need to know before you reach the office this morning.
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2323 US Small-Business Optimism Falls on Dimmer Economic Outlook
US small-business optimism fell to a three-month low in September as economic expectations dimmed and a smaller share of firms indicated it was a good time to expand.
彭博AI 评分3131 Financial imbalances and AI boom
New capital flows are fueling the AI boom and concerns of a bust
彭博AI 评分3636 Brookfield’s Teskey Sees No Slowdown in AI Infrastructure Build
Demand for compute and energy infrastructure will continue to outstrip supply through the end of the decade and beyond, creating opportunities for investors to finance the AI buildout, according to Brookfield Asset Management CEO Connor Teskey.
彭博AI 评分2121 AI Exposure Surges Along With Investor Expectations
Close observers are warning that investors have unrealistic expectations for the AI trade.
彭博AI 评分77 Kalshi's Top Inflation Trader Beats Wall Street Banks From His Garage
A former theater director has found an unlikely – and highly profitable – niche on Kalshi
卫报利空AI 评分1717 Millions of Medicaid recipients to face draconian requirements as of 1 January
Trump’s reform law that seeks to make coverage harder to get, and to keep, includes working 80 hours per monthIt is a date keeping US healthcare providers up at night: 1 January 2027.As the midterm elections loom, everyone from hospital leaders and to patient advocates are focused on the New Year, w
The AtlanticAI 评分3737 Choose Your Overlord
Musk vs. Bezos
AxiosAI 评分5050 Axios梳理美国企业利润与标普500三季度盈利预期
Axios梳理美国企业利润和标普500三季度盈利预期：FactSet数据显示，标普500成分股第三季度每股收益预计同比增长约29%。高盛分析师称，AI基础设施股票预计贡献该指数第三季度每股收益增长的一半以上，Micron Technology和英伟达预计贡献超过三分之一。美国经济分析局数据显示，美国企业第二季度税后利润同比增长18.2%；劳动收入份额则降至历史低位区间。
财富AI 评分5454 Alphabet的Ruth Porat谈AI竞赛投入与潜在风险
Alphabet总裁兼首席投资官Ruth Porat表示，公司今年将投入约2000亿美元建设能力，2027年投入还会更多。她同时谈及技能型岗位、能源容量和AI信任，并指出若不共同应对AI的下行风险，就无法把握其上行机会。
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.
金融时报利空AI 评分3030 Goldman and JPMorgan to report on trading slowdown as earnings season kicks off
Wall Street banks expected to report worst trading results of year following record second quarter
金融时报AI 评分2424 How US coal mined ties to Trump — and got much of its ‘wish list’
A CEO golfs with Trump’s son as an industry once shut out of Washington turns access into policy
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
卫报AI 评分2626 AI godfather Geoffrey Hinton: ‘We’re creating alien beings. I’m willing to be selfish and choose humans’
Pioneering computer scientist on why Trump is using ‘superintelligence’ wrong, whether AI could wipe out humanity – and how our biggest challenge will be accepting we’re not the only intelligent beingsDonald Trump is a “corrupt, senile felon” whose fixation on the term superintelligence proves he kn
钛媒体AI 评分7070 谷歌发布Gemini agent企业私有预览，作者以“标准主权”分析其能力边界
Google Cloud于10月8日在Gemini at Work 2026大会发布Gemini agent，面向企业客户开放私有预览，正式商用时间与定价尚未公布。
钛媒体AI 评分4444 年轻战时CEO如何带领Meta打赢AI逆转战役
Meta超级智能实验室发布Muse Wonder和Muse Wonder Full，Artificial Analysis智能指数分别给出52分和56分，后者与Anthropic的Claude Sonnet 5.5持平。
Foreign AffairsAI 评分88 The Real Lesson of the Iran War
When airpower wins, and when it doesn’t.
Foreign AffairsAI 评分1010 The Global AI Bust
What will survive when the boom ends.
MarketWatchAI 评分77 This one chart from the IMF tells the entire story of the world economy this year
A single chart, complicated though it may be, tells the story of the world economy this year.