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。
New York’s trading and investment-banking firms are poised to deliver record earnings for the industry with profit on pace to exceed $90 billion and bonuses expected to reach an all-time high. Herman Chan of Bloomberg Intelligence has more. (Source: Bloomberg)
美国贸易逆差升至1056亿美元，为去年特朗普关税实施前以来最高。该数据较7月增长13.7%，高于道琼斯1020亿美元的一致预期。
标普 500 再创高点，尽管债券市场走弱，AI股票仍表现坚挺。华尔街蓝筹股指数的涨势越来越依赖少数科技股。
For six decades, I’ve worked on product design and manufacturing for companies such as Polaroid, Seiko, and Apple, as well as startups. When I worked at Polaroid and Apple, they still had their own factories and chose to go to Asia to build products. As noted in Patrick McGee’s bestseller Apple in C
SpaceX（SPCX）股价上周上涨超过18%，周一收于171.09美元，三个月来首次高于IPO首日收盘价160.95美元。多次成功发射任务、摩根士丹利分析师Adam Jonas看好未来AI产品发布、Starship进展及云计算合同，以及马斯克与特朗普关系似有缓和，都是文章列出的上涨因素。
Scratch the surface of the year's biggest stories — the Iran war and AI — and both are bound up in the costs of energy.Why it matters: Prices for gasoline, diesel and power are playing a prominent role in some of the tightest races for control of Congress.The war has kept gasoline prices way above $
For decades, the S&P 500 has been the preferred benchmark for monitoring the performance of the U.S. stock market. But these days, it is behaving less like a barometer of broad market health and more like a funhouse mirror.
债券上涨、油价下跌缓解通胀担忧，推动标普 500逼近8月以来首个历史高点。OpenAI据称正与BlackRock及阿联酋多家投资基金洽谈，为一轮300亿美元融资寻找主要投资者。
标普500期货上涨0.5%，有望收于两个月来的首个纪录高位。摘要将企业利润保持韧性和油价回落列为推动因素。
美国8月贸易逆差大幅扩大，达到2025年初以来最高水平。资本品进口激增推动进口额创下纪录。
Stock futures are green across the board, with the Nasdaq posed to build on yesterday's all-time closing high.
Wall St futures rise as yields, oil dip Reuters
Chancellor refuses to give executives from banks including Barclays, HSBC and NatWest any guidance on whether they will face Budget tax increases
Ray Dalio预计美国将在未来三年内面临债务危机，称不断增长的国债及偿债成本已使美国“接近极限”。美国国债在8月突破40万亿美元，利息支出每年超过1万亿美元，接近联邦预算的五分之一。达利欧还称，AI热潮高度依赖债务融资，AI超大规模云服务商开始遇到信贷问题，过度投资可能推高科技泡沫风险。
新兴市场股票和货币周二上涨，美债收益率与油价回落提振市场情绪。巴西总统选举首轮由保守派大胜后，巴西资产仍受青睐。
A case involving Suncor and Exxon is testing whether states can sue energy companies for damages from global warming.
Traders are assigning less than a 50% chance SpaceX touches $225 at any point between now and July, according to options pricing.
The personal agent boom is lifting the fortunes of AMD and Intel, which have outperformed their megacap tech peers over the past month.
France tests upgraded nuclear missile against backdrop of Russia tensions Reuters
Polls are showing that Democrats have a clear advantage heading into the midterms, but that doesn't tell the whole story. And, today, a mega merger between Paramount and Warner Bros. is set to close.
Polls show GOP candidates trailing Democrats in Senate races, and Republicans also struggling in House contestsThirty days remain until the midterm elections, and Donald Trump and his Republican allies are pulling out all the stops to maintain control of Congress.Super Pacs aligned with the GOP have
The US Supreme Court heard arguments in a pivotal case that seeks to hold top polluters liable for the costs of climate change
The goal of its framers is political rather than budgetary
《大西洋月刊》文章认为，霍尔木兹海峡原油流量回升尚不能说明美国接近按自身条件结束对伊冲突。Kpler 报告称，9月经海峡日均输油量为1000万桶，另有600万桶经绕开海峡的港口和管道运出；英国海上贸易行动办公室称，海峡通行量仍比冲突前低75%。截至10月5日当周至少有8艘油轮遭袭，联合海事信息中心仍将海峡通行威胁评为“严重”。
Amazon’s Prime Big Deal Days event has begun, and it lasts through 3AM ET on Thursday, October 8th. We’ve spun through the company’s huge list of deals to find products that Verge readers will like (and that we personally like, too). There are plenty of headphone deals, plus some great products in t
Amazon’s Prime Big Deal Days (also known as October Prime Day) is here, serving as a precursor to Black Friday and Cyber Monday. There are a ton of good deals, and bundling them all into this package is the easiest way to keep the blast of upcoming coverage under control. Below, you’ll find every de
The stock has soared almost 30% this year.
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Isik Guven Toktamis
Chancellor refuses to give executives from banks including Barclays, HSBC and NatWest any guidance on whether they will face Budget tax increases
Brazil ex-President Bolsonaro wins big without his name on the ballot Reuters
雪佛龙CEO表示，随着中东冲突持续，石油和燃料供应缓冲正在收窄。
华尔街2026年上半年利润飙升至459亿美元。
Two big unknowns stand in the way of determining how serious the plague threat in Russia is and whether travel advisories, restrictions at U.S. ports of entry or other precautions are warranted. We still don't know which pathogen killed a Russian researcher, or how well contained it is.Why it matter
For the ranking, we analyzed more than 10 million data points and zeroed in on the 15 most predictive metrics, each robust and correlated with future revenue growth, to produce BCG’s Vitality Score.
Stocks are not expensive in an historical context, seasonal factors are supportive and Goldman Sachs hedge fund research forecasts a record high for the S&P 500 before year-end.
Michael Burry, the contrarian ex-hedge-fund manager chronicled in The Big Short, is selling his top holding at an 8.5-year low.
特朗普政府新成立的“超级智能”工作组将在120天内开展工作，协调政府分散的AI事务并向总统提出建议。工作组成员对监管与模型开发的取向存在分歧，Scott Kupor称监管可能由不同联邦机构分担；报道还提到，政府正依靠企业自律、第三方审计和向公司董事会直接报告来管理风险。
纽约州审计长办公室报告称，NYSE成员公司的券商交易商业务上半年利润为459亿美元，同比增长51.3%，已超过2026年全年453亿美元的预测。若增长速度延续，全年利润可能超过900亿美元；同期承销费增长68%，全球股票发行增长76.5%，债券发行增长11.3%。
The US economic expansion is in its seventh year, and there is no recession in sight.
Shanti Kelemen, co-chief investment officer at 7IM, discusses the outlook for European stocks, stating that strong corporate earnings remain the market's main support. "I think the levels right now are probably close to as good as it gets. But the thing is that even though there are some sectors tha