Novogratz Says AI Is in a Bubble, and Investors Should Pile in
Billionaire Michael Novogratz said artificial intelligence is in the “biggest bubble of our lifetime,” and investors should jump in.
#研报/观点
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AI 评分2929 NPRAI 评分1212 She got Trump's $500 check for health insurance. To her, it's a 'political stunt'
As checks from President Trump for health costs hit millions of mailboxes, a poll shows Americans don't trust Republicans on healthcare. Experts doubt it will move the needle and say it is likely illegal.
Fast Company利空AI 评分3232 A $100,000 mortgage can be harder to get than a much bigger one. Here’s why
Getting your foot in the door of one of the lowest-priced homes on the market has become increasingly challenging—and rising prices are only partly to blame. Financing options for a mortgage with a principal balance of $100,000 or less are increasingly harder to come by or carry much higher rates, a
Business InsiderAI 评分1919 The creator of Claude Code's prompting advice? Talk to your AI like a coworker
Claude Code creator Boris Cherny said that there's "no secret" to prompting AI, but he shared three strategies he uses.
财富AI 评分1010 Linda Yaccarino spent 2 years as Elon Musk’s X CEO. She says his ‘insatiable sense of urgency’ is the secret to his trillionaire success
As CEO of X, Linda Yaccarino saw firsthand what has fueled Elon Musk’s path to a trillionaire: treating every deadline like it’s right now.
彭博AI 评分2727 Stocks, Bonds Fall on Inflation Worry as Oil Rises
A record-breaking run in stocks hit a wall as higher oil prices lifted bond yields, stoking concerns that potential inflationary pressures could trigger Federal Reserve rate hikes. Chuck Clough, Chairman at Clough Capital, discusses what he's seeing in current markets and whether we're facing an AI
彭博AI 评分4444 Apollo企业信贷联席主管John Cortese称流动性是优点而非缺点
Apollo企业信贷联席主管John Cortese预计，未来十年债务融资规模将达100万亿美元，其中20%将用于建设AI数字基础设施。他在采访中还称，流动性是优点而非缺点。
彭博AI 评分2929 From Goldman to BofA, Strategists Try to Call Peak Bond Yields
Wall Street strategists are divided over whether US bond yields will come tumbling down by the end of the year or keep pushing up to new highs.
金融时报利空AI 评分2121 Australian court ruling on climate impact of coal mining a ‘blow’, says industry
Verdict is latest in a series of legal cases to examine the relationship between fossil fuel producers and global warming
路透社利空AI 评分1515 Existential threats join bubble fears as AI mood sobers at Singapore forums - Reuters
Existential threats join bubble fears as AI mood sobers at Singapore forums Reuters
卫报AI 评分1111 ‘Take out’ Los Angeles and San Diego? Trump is beyond irresponsible | Ted Widmer
We appear to be entering a new era, in which political desperation at home leads to increasingly unhinged threats abroadDonald Trump was in Nebraska on Monday, and though his long rally speech had elements of a performance, this was no Bruce Springsteen album. He offered another dark meditation on a
Ars TechnicaAI 评分1010 If you're looking, here's a "good deal" for NASA and the European Space Agency
"We are in the era of people interested in having good deals, and LISA is a very good deal for the US."
TechCrunchAI 评分1919 Tony Fadell on why the first wave of AI gadgets failed — and what comes next
The “father of the iPod” says the first generation of AI gadgets failed to solve real problems — and the next wave will need to earn consumers’ trust.
卫报AI 评分1616 Will the Zuckerberg, Musk and Altman movies make a dent on tech giant evangelism?
The triple release of The Social Reckoning, Musk and Artificial is less a clear political stance, more like movie studio opportunismHollywood is sending a clear message: it’s a friend of tech. Netflix is no longer a lone disruptor: historic studio MGM is now the property of Amazon’s Jeff Bezos; Davi
财富AI 评分1515 Meet the two cofounders who went on a 10-month-long trip before starting their $350 million business—they say you should too
They trekked through China, Colombia, and the Philippines—and it made their bond stronger.
财富AI 评分2323 Why the AI age calls for ‘founder mode’
The onset of the technology demands leaders who stay close to the work, move quickly, and rethink what their companies can become.
彭博AI 评分3535 Nassim Taleb Says ‘Vulnerable’ Bonds Risk Hurting Stock Rally
The Black Swan author Nassim Taleb warned that a pullback in demand for US Treasuries risks creating a fault line across markets, potentially hurting a record-beating stock rally.
IT之家AI 评分5252 余承东称国内正在研发EUV设备，现阶段仍依靠DUV
余承东表示，EUV设备是制造先进芯片的关键，国内目前正在研发，现阶段仍依靠DUV。面对先进制程获取受限，华为采用系统工程方法优化整体性能，并称逻辑折叠是提升能力的方法之一。
The AtlanticAI 评分99 What Aaron Sorkin Forgot About The Social Network
The Social Reckoning lacks the most compelling element of its predecessor.
Business InsiderAI 评分1515 Stanford neuroscientist Andrew Huberman says the real AI arms race is about controlling your brain
Andrew Huberman says OpenAI, Meta, and Anthropic will become biotech firms racing to read and alter the human brain.
MarketWatch利好AI 评分2222 Micron’s ridiculously cheap stock could triple from here, according to this analyst’s math
A D.A. Davidson analyst thinks investors aren’t properly appreciating the company’s growth potential or the impact of an upcoming buyback program.
彭博AI 评分3535 Why High Bond Yields Aren’t Sinking Stocks
The 10-year Treasury yield, the most important number in global finance, has broken through to its highest level since 2002. Bond yields are assumed to have an inverse relationship with stocks, so a move of this magnitude should be a problem for equities. But it hasn’t been, and Bloomberg Opinion co
彭博利空AI 评分3838 Fed’s Choice Is ‘Hike or Bond Spike,’ Says BofA’s Cabana
Mark Cabana, co-head of global rates strategy at BofA Securities, says markets and economies around the world are starting to see the bite of higher rates and that the Federal Reserve needs to keep hikes on the table. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)
金融时报AI 评分1414 We need a US debt conversation — will the Republicans have one?
Borrowing heavily to finance tax cuts for the wealthy leaves us less prepared for emergencies when they come
The AtlanticAI 评分1717 Why You Should Watch Fauda’s October 7 Episodes
Three years after the Hamas attack, the Israeli show Fauda revisits the day in detail.
卫报AI 评分88 The Jaguar Type 01: a £150k gargantuan getaway vehicle utterly useless in the city
Too costly for most, too large for UK car parks and wheels bigger than a warlord’s pickup truck. But it does come in ‘London red’Jaguar targets young Americans with Type 01 EVThe cutting-edge car du jour, even while very few will ever buy one, is a good index of what the world’s coming to. It’s a dr
财富AI 评分1616 Meet 10 finance leaders on Fortune’s Most Powerful Women Asia list
Finance chiefs at Huawei, ByteDance, and Sony are among the executives recognized in the 2026 ranking.
彭博AI 评分1717 After Hoax Sparks 20% Plunge, Texas Roadhouse Analysts Say Buy
Week after week, shares of Texas Roadhouse Inc. sunk, done in by a viral social media hoax that claimed discrimination was rampant at the chain.
彭博利好AI 评分1515 Europe’s Defense Boom Opens Up New Funding for Energy Tech
Military and energy spending can dovetail, but governments need to recognize and support the cross-sector benefits.
彭博AI 评分99 Bloomberg's Guide to Investing in Africa 2026
Which African industries are poised to benefit from today’s geopolitical climate? Jennifer Zabasajja has the 2026 Investor’s Guide to Africa. (Source: Bloomberg)
WiredAI 评分1010 OpenAI Wants Its New Agent to Run Your Life. Mine Said It Loved Me
Dots are designed to automate online tasks, like buying furniture. In my initial experience, the always-on agent was a bit buggy and couldn’t complete a captcha.
Wired利好AI 评分1818 I Put on Meta and Xreal’s XR Glasses. Face Computers Are Finally Getting Good
Xreal’s long-hyped Aura glasses arrive soon for $1,279. Here’s how they fare against Meta’s recently announced VR Glasses.
财富AI 评分4141 Oura为何推迟IPO
Oura CEO Tom Hale于9月29日宣布推迟IPO，理由是“IPO市场存在不确定性”。此次拟发行5000万股，定价区间为每股40至44美元；按42美元中间价计算，募资总额约21亿美元，其中仅27%为Oura新发行股份，其余由现有股东出售。文章指出，估值和发行结构可能令投资者犹豫，但Oura未说明何时重启发行。
MarketWatch利好AI 评分1919 These two hard-hit stocks are poised for a comeback, says fund manager
CoStar and Duolingo are two stocks that have faced investor pessimism, but present potential, according to Baillie Gifford.
路透社AI 评分99 COMMENTARY: Morning Bid: Storm brewing - Reuters
COMMENTARY: Morning Bid: Storm brewing Reuters
Fast CompanyAI 评分1010 New research: Avoid these 3-word phrases if you don’t want to sound like AI
With each new model, artificial intelligence is getting closer and closer to replicating human writing—but it’s not there yet. Anthropic says its newest model for Claude, Opus 5.5, “communicates more naturally than prior models.” But that revamped communication style comes with its own set of hallma
Business StandardAI 评分1313 Nobel Prize 2026 in chemistry awarded to Henri B Kagan and Kenso Soai
Henri B Kagan and Kenso Soai won the 2026 Nobel Prize in Chemistry for discoveries that helped explain how chemical reactions can produce molecules with the same handedness
财富利空AI 评分1616 AI is heading toward a cash-flow negative inflection point, and spending will slow in 2027, Wall Street thinks
Everything you need to know before you reach the office this morning.
彭博AI 评分3030 Stocks Are Due for a ‘Gut Check’ From Rates, Oil and the Dollar
Strategist Paulsen says history points to drop of as much as 15% ahead.
彭博AI 评分3131 Investors Climbing Proverbial Wall of Worry: Mahn
Kevin Mahn, President & CIO of Hennion & Walsh Asset Management, joins Bloomberg's Vonnie Quinn on "Bloomberg Brief" to discuss the concentrated gains on the S&P 500 and the AI ecosystem. (Source: Bloomberg)