S&P 500 Ends Longest Streak of Calm Since 2020 as AI Trade Sinks
The US stock market’s longest streak of tranquility since before the Covid-19 pandemic is over.
#资本市场Beta
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。
彭博利空AI 评分3838 彭博利好AI 评分1515 Goldman Sachs Leads Rivals in Third-Quarter Share Sale Revenue
Goldman Sachs Group Inc. topped its four biggest US equity underwriting rivals in the third quarter, with only Morgan Stanley reporting a decline in fees compared to last year.
Business InsiderAI 评分1010 Prediction market users are already betting on how long Trump's new press secretary will last
Bettors on Polymarket and Kalshi are wagering thousands of dollars on how long new White House press secretary Katie Zacharia will last.
彭博利空AI 评分1616 Muni Market’s Main Growth Driver Set to Slow After Yield Spike
State and local governments are holding off on refinancing debt after municipal bond yields spiked last month, raising the prospect of tighter supply in the fourth quarter, according to Nuveen.
CNBCAI 评分1212 Treasury says largest U.S. banks let politics influence who received banking services
New Treasury Department findings may lend weight to President Donald Trump’s long-running grievance that major banks have discriminated against conservatives.
彭博AI 评分3434 Bank Stocks Brace for Higher Rates
RBC Capital Markets Large Cap US Bank Analyst Gerard Cassidy joins Bloomberg Open Interest to explain why Bank of America’s regulatory settlement wasn’t a complete surprise and how rising rates could affect bank margins. He also discusses AI investment, credit risks, and State Street’s selloff as in
财富AI 评分4141 华尔街大型银行业绩喜忧参半，高管称IPO暂缓不会持续太久
美国大型银行最新季度业绩表现不一：美国银行利润下滑，摩根士丹利营收和利润超预期，富国银行营收低于预期，摩根大通营收和利润均不及预期，高盛则超出预期。摩根大通高管称IPO是“推迟而非取消”，Renaissance Capital称2026年的交易数量有望超过去年，IPO募资额已创纪录。
彭博AI 评分1717 Fast-Money Quants Are at Odds With Fundamental Stock Investors
Money managers who focus on economic growth and the strength of earnings are showing growing doubts about the rally in US stocks.
路透社AI 评分00 COMMENTARY: Morning Bid: Trillion dollar trade - Reuters
COMMENTARY: Morning Bid: Trillion dollar trade Reuters
路透社利好AI 评分2626 S&P 500, Dow futures rise ahead of big bank results, CPI data - Reuters
S&P 500, Dow futures rise ahead of big bank results, CPI data Reuters
MarketWatch利好AI 评分1919 Charles Schwab and DoorDash ranked among bargain stocks that could lead the market higher
Third-quarter earnings growth is expected to be driven by energy and semiconductor companies, but what if the rest of the market shows up? HSBC envisages a stock market finally broadening out.
卫报AI 评分1212 Why are so many Americans forced to work standing up – unlike their president? | Arwa Mahdawi
Airports’ TSA staff have been stripped of their chairs in the name of ‘professionalism’. Most supermarket staff have never had them. Meanwhile, Donald Trump is seated at his desk – and apparently snoozingGreat news for everyone who is soon to fly via a US airport: the Trump administration has just e
PoliticoAI 评分1616 In private, top Republicans believe the House is a lost cause
Republican groups are trying to limit their losses. But few in the party believe they have a good shot at keeping control of Congress.
钛媒体AI 评分5252 银行股今年以来分化加剧，国有行复苏与农商行承压并存
今年以来银行股走势分化，涨幅最高的银行上涨43%，跌幅最大的下跌18%。文章对比称，二季度国有行净利润环比增速改善0.8个百分点，净息差环比增长0.01个百分点；上半年农商行利润同比下降约12.5%，二季度不良贷款率升至2.83%。文中将差异与负债成本、信贷需求结构及科技金融业务门槛联系起来，并指出国有行计息负债付息率为1.29%。
Business StandardAI 评分2121 Stock Market LIVE: Sensex in narrow range, Nifty near 22,700; Rupee strengthens beyond 95/$
Sensex Today | Stock Market LIVE Updates Wednesday: In the broader markets, the Nifty MidCap and the Nifty SmallCap fell 0.27 per cent and 0.16 per cent, respectively
彭博AI 评分1212 US Stocks Won the Last Decade. What About the Next One?
Passive investing has become the default. It’s not as neutral a choice as it seems.
路透社利好AI 评分2828 Asia shares edge up as chip selloff eases; US CPI awaited - Reuters
Asia shares edge up as chip selloff eases; US CPI awaited Reuters
IT之家利好AI 评分4343 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%。
彭博利好AI 评分3535 Wells Fargo CFO on Earnings, Deals, Consumer Strength
Wells Fargo & Co. Chief Financial Officer Mike Santomassimo says they've seen "good activity" across different parts of the business. He talks about lending, interest rates and deals activity on "Bloomberg The Close." Third-quarter results topped Wall Street estimates as consumers and businesses hel
彭博利好AI 评分3535 Bull Market Has Room to Run, Says Truist's Keith Lerner
Stocks bounced from session lows as speculation the Federal Reserve won’t be forced to raise rates aggressively offset lingering worries about elevated oil prices and the outlook for artificial intelligence. Keith Lerner, CIO and chief market strategist at Truist Advisory Services, says the four-yea
卫报利好AI 评分2525 The Guardian view on Burnham’s Brexit reset: overdue, but proceed with care | Editorial
The prime minister is correct to judge the time is right to push for closer links with the EU. The political risk is far outweighed by the potential rewardsThe German philosopher GWF Hegel famously evoked the owl of Minerva when discussing the historical wisdom that comes through hindsight. This aut
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.
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.
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
钛媒体AI 评分5656 深蓝财经谈梁宏吐槽险资科技股调仓及中泰证券卖压分析
深蓝财经围绕海南希瓦创始人梁宏周报中对险资科技股调仓的质疑，梳理其产品回撤、跨市场调仓及中泰证券对科技股卖压的分析。文中称，希瓦小牛19号年内收益率从一度超过58%降至27.43%；中泰证券报告估算，险资和固收+二季度新增科技仓位可能仍有20%至30%待消化，并指出险资卖压尚未结束。
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.
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
Business Standard利空AI 评分4747 CY26外国证券投资者（FPI）资金流出创纪录，超过3万亿卢比，接近2025年总额两倍
FPIs在近几个月加大了抛售力度。9月卖出价值35,861 crore 卢比的股票，截至10月12日又卖出47,417 crore 卢比。
CNBC利空AI 评分4444 SK海力士、软银股价大跌，亚洲科技股跟随华尔街芯片股抛售走低
美国半导体股遭抛售波及亚洲市场，周二亚洲科技股大跌，SK海力士和软银股价下挫。
钛媒体利空AI 评分4040 科技板块持续承压，梁宏质疑部分保险机构“追涨杀跌”，中长期资金如何成为耐心资本
梁宏称，部分保险资管机构7月高位买入科技股、9月下旬大幅减仓止损，令他对其“追涨杀跌”操作感到费解。过去一个月，A/H科技股承压而美股部分科技龙头创新高；梁宏认为国内科技股调整更多受资金面影响，希瓦多数基金包含国庆假期的一周预计净值下跌超过2%，从今年6月高点回撤超过20%。文章进一步讨论中长期资金转化为耐心资本所需的投资框架、考核机制和风险管理体系。
AxiosAI 评分99 Scoop: Top Trump operative enlisted to rescue Kansas senator's campaign
A top Trump political operative has been tapped to help boost Kansas Sen. Roger Marshall's campaign in the weeks before the Nov. 3 election, the latest sign of how Republicans are scrambling to defend the red-state seat.Why it matters: The hiring of veteran strategist Chris Grant reflects the GOP's
彭博AI 评分1717 Factors Driving Thematic Investing Story: Global X CEO
Ryan O'Connor, CEO of Global X, joins Scarlet Fu and Eric Balchunas on "ETF IQ". (Source: Bloomberg)
CNBCAI 评分3131 The bull market turned 4 years old on Monday. Investors say reaching a fifth birthday could be challenging
The S&P 500 has climbed almost 120% since its closing low on Oct. 12, 2022.