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。
Germany more than doubled its growth forecast for this year after a stronger-than-expected first half, as robust exports and a surge in government spending outweighed weak consumer activity.
Investors are shunning its government bonds in favor of corporate debt.
Fourteen of the 20 biggest donor groups CNBC analyzed are Republican-aligned as crypto, AI and betting money reshapes 2026 midterm spending.
Ohio former senator attacks Republican rival as the ‘face of datacenters’ as he wraps AI concerns into pro-worker messageSherrod Brown, the Democratic former senator from Ohio hoping to return to office in November’s midterm elections, has spent the past year traveling across his home state explaini
IT之家 10 月 8 日消息，《金融时报》昨日报道称，欧盟委员会正考虑向所有在欧盟运营且年收入超过 1 亿欧元（IT之家注：现汇率约合 7.51 亿元人民币）的公司征收一项普遍税，以替代被搁置的数字服务税。欧盟本计划通过数字服务税制度令大型科技企业在业务发生地支付更多税费，但这种做法会遭致美国的报复，因此欧盟层级的相关立法已被搁置。图源：Pexels将征税范围扩展到全部行业可在拓宽财源的同时削减税收针对性，避免引发美国的还击；而 1 亿欧元的门槛也有助于保护欧盟内部的中小型企业不受影响。不过，由于欧盟层面的税收立法需要全部 27 个国家的同意，各成员国有着自己的经济与政治关切，大型企业普遍税
The spread between France’s 10-year government bond and Germany’s equivalent reached its widest last week in available Bloomberg data, dating back to 1990.
The S&P 500 moves on days oil prices have gained 3% may come as a surprise.
America should spy on foreign companies to help its own.
Resumebuilder.com对866名美国企业领导者的调查显示，54%称其公司今年已或将削减员工薪酬，并把资金转投AI。奖金是最常被转投AI的预算项目，其次是股权或股票期权；Challenger, Gray & Christmas称，2026年前九个月AI被列为超过12万次裁员的原因，约占全部裁员的21%。
US forces are detecting more drug cartel drones at the southern border. They're testing different counter-drone systems, including lasers.
The European Central Bank can stop the energy-price spikes from affecting the broader economy, according to Governing Council member Primoz Dolenc.
Banks have been Europe’s best-performing stocks for two years, and were on pace for stellar gains again in 2026. The return of French debt worries is threatening to derail the rally.
COMMENTARY: Can AI labs ever turn a profit? Reuters
Drones hit Yandex data centre in first major attack on Russian data hub Reuters
VerityData报告显示，第三季度买入自家公司股票的金融业高管仅298人，创其自2004年有记录以来最低，也低于2024年第三季度的302人。同期全市场内部人士买入人数环比下降18%，至1,290人。分析人士对这一信号是否能预测银行股表现看法不一；摩根大通和高盛将于10月13日公布第三季度业绩，摩根士丹利于10月14日公布。
Who is getting the cash: all U.S. citizens or only American adults?
Japan’s two largest securities firms expect the country’s stock market rally to extend well into 2027, even as a potential reversal in artificial intelligence investment looms as the primary threat.
In so many conversations, there’s a widespread view that Europe is falling behind. Or it’s in trouble. It has been two years since the publication of the Draghi report and the problems the report identified about European competitiveness are far from solved: Demographic challenges, rising energy cos
The debate about low productivity may be missing the picture.
Breakingviews - COMMENTARY: Samsung's AI riches lag Nvidia's money machine Reuters
Prime minister to hold talks after embarking on review of government’s European policy
The head of market strategy at a London investment bank has a stark warning for investors: the artificial-intelligence trade may soon be over in what could trigger the most severe market crash since the global financial crisis.
Morning Bid: Sovereign bonds shouldered aside as AI takes their turf Reuters
EXCLUSIVE: US, Russia explore gas sale to Europe amid Ukraine war, say sources Reuters
三星预计7月至9月营业利润为107.4万亿韩元，同比接近增长9倍，略高于伦敦证券交易所集团 SmartEstimate 的106.1万亿韩元预期；营收预计同比增长127%至195万亿韩元。利润增长预计主要来自存储芯片业务，常规 DRAM 和 NAND 闪存供给紧张，HBM 需求增长；手机、消费电子部门承受零部件成本压力，晶圆代工业务预计继续亏损。三星定于10月29日发布详细财报。
同一新闻，精选展示《三星电子预计第三季度营业利润为107.4万亿韩元》
Everyone's waiting for Anthropic to go public. Buying the stock is another story.
Britain faces a finely balanced choice over whether to follow the EU in imposing tariffs on Chinese EVs.
A battle for capital between rate-insensitive borrowers could end badly
Banks’ trading businesses are booming, but post-crisis regulation means it is no longer them placing the bets
All manner of trade barriers loom
The U.S. president and his national security team have discussed possibly resuming large-scale U.S. military operations in the coming weeks, NBC News reported.
Dollar edges back from 18-month high after FOMC minutes Reuters
文章梳理AI基础设施投资从争抢芯片转向关注建设时间与电力供应的变化。路透社援引知情人士称，Meta今年可能投入1450亿美元，部署约14GW用电规模的基础设施；黑石支持的Digital Gateway项目在推进约22个月后终止。文中还提到，JLL报告显示2025年全球57%的数据中心项目延期超过3个月，甲骨文与Blue Owl合作的Jupiter项目也因电力供应问题受到影响。
Sensex Today | Stock Market LIVE Updates Thursday: The GIFT Nifty indicated a negative open for the Nifty50. Asian markets were trading lower
Singapore bank shares extended declines for a second day after JPMorgan Chase & Co. warned that surging long bond yields will hurt third-quarter earnings for Southeast Asian lenders.
CrowdStrike says China-based suspect used AI tools in South Korean bank hacks Reuters
Asia shares subdued, bonds swamped by AI debt wave Reuters
据媒体报道，博通正为OpenAI定制AI芯片安排超500亿美元融资，并与私人信贷机构进行早期洽谈；知情人士称规模可能变化，另一报道提及约300亿美元债务融资的初步讨论，尚未启动正式流程。
New Constructs 将 Anthropic 估值定为 1500 亿美元，并称其即将进行的 IPO 是“2026 年最荒唐的 IPO”。该机构认为，若要达到 Anthropic 期望的 2 万亿美元估值，其利润需达到英伟达过去一年利润的两倍；但报道称 Anthropic 2025 年营收为 46 亿美元、净亏损 420 亿美元。
Trading Day: Stocks, bonds in delicate dance Reuters