This rare stock-market divide means an elevated chance of a big surge — or a deep plunge
There’s a huge and rare divergence between the two-month returns of the Nasdaq and Dow Jones Industrial Average.
#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。
MarketWatchAI 评分2828 MarketWatch利好AI 评分2626 The case for Nvidia’s stock to march even higher after clinching its first record high in months
Analysts highlight the stock’s cheap valuation and the chip maker’s central role in the AI ecosystem.
彭博利好AI 评分4040 科技股上涨推动标普500逼近历史高位，纳斯达克100创下新高
大型科技公司上涨推动股市走高，标普500逼近历史高位，纳斯达克100创下新高。欧洲政治动荡和财政担忧令欧元跌至自2025年5月以来最低水平，长期美债收益率升至数十年高位。
金融时报AI 评分2525 Trump says US pulled bombers from UK after ‘threats’
Washington and London have both suggested Iran was involved in the incident near RAF Fairford base
Business Insider利好AI 评分4646 Meta 的 Muse 已让 Public 联席 CEO 将部分购物从亚马逊转向 Shopify 商家
Public 联席 CEO Leif Abraham 表示，他使用 Meta 的 Muse 购买小众商品；由于亚马逊禁止 Muse 代用户下单，他的一些订单转向 Shopify 商家。Shopify 与 Meta 合作，支持 Muse 用户通过 Shop Pay 在 Shopify 商家结账。Abraham 仍称自己是亚马逊重度用户，但现在更多用亚马逊购买无需太多研究的商品。
财富AI 评分3333 Sam Altman says the world has to accept the ‘bad things’ being done with AI as the industry signs onto Trump’s voluntary safety pact
Altman said “catastrophic risks” should not be accepted.
MarketWatchAI 评分1616 Trump is promising $90 Medicare rebate checks ahead of the midterms. Here’s the hidden cost.
The president is betting that he can make seniors forget rising healthcare costs
彭博利好重大AI 评分1818 PTC Rises on Schneider Electric’s $23.7 Billion Takeover Deal | Closing Bell
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Scarlet Fu, Hema Parmar, Carol Massar and Norah Mulinda. (Source: Bloomberg)
彭博利空AI 评分2727 Could High US Bond Yields Spark A Crisis in Europe?
Bond yields are rising from the US to Japan — but the pressure is especially acute in France. How central banks could respond. (Source: Bloomberg)
CNBC利好AI 评分2323 SpaceX stock climbs to highest since June, returning Musk to trillionaire status
SpaceX shares have bounced almost 60% off their low in early August, boosted by the company's AI business and Starship progress.
路透社AI 评分2121 Trump approval at record low; Hispanic voters sour on Republicans, Reuters/Ipsos poll finds - Reuters
Trump approval at record low; Hispanic voters sour on Republicans, Reuters/Ipsos poll finds Reuters
金融时报AI 评分4141 Reflection AI称Beam模型可比肩中国领先开源模型，美国竞争雄心增强
Reflection AI称，其新模型 Beam 的表现可与中国领先的开源模型相当。随着其与北京方面的竞争加剧，这家初创公司的说法凸显其提升美国竞争雄心。
The VergeAI 评分2323 All the drama around AI’s takeover of mathematics
This past year, OpenAI, Anthropic, and other labs have announced breakthroughs on numerous long-standing mathematical problems, in some cases pushing well beyond what researchers expected current systems to be capable of — including resolving one of the famous Millennium Prize problems. But in class
Ars Technica利空重大AI 评分2828 Russian drones strike Ukraine’s data centers by exploiting air defense gaps
Russian attacks on Internet, phone services threaten Ukraine’s wartime economy.
CNBC利空重大AI 评分4040 “‘我们收到威胁”：特朗普解释美国为何将远程轰炸机从英国调走
美国空军从英格兰撤出的B-1轰炸机曾用于对伊朗发动打击。特朗普以“我们收到威胁”解释美国将远程轰炸机从英国调走。
Fast Company利空AI 评分3434 National housing market inventory growth accelerates again—here’s the data by state
Want more housing market stories from Lance Lambert’s ResiClub in your inbox? Subscribe to the ResiClub newsletter. Nationally aggregated inventory is up +5.6% on a year-over-year basis between September 30, 2025 and September 30, 2026. That marks three straight months where the year-over-year growt
The VergeAI 评分2828 Hyundai CEO says only a ‘level playing field’ can minimize damage from China
There's been a lot of doom and gloom from the auto industry lately when the subject of China comes up. Automaker CEOs, in particular, warn that allowing low-cost, high-tech Chinese electric vehicles to be sold in the US would effectively spell the end of their businesses. Hyundai CEO José Muñoz is n
财富利空AI 评分1717 Taxpayers are still paying $1.6 million a week to keep 420 radio staffers out of work
The United States Agency for Global Media can’t document 99% of the gear from Voice of America that it dumped in 2025.
CNBCAI 评分3535 Fairshake crypto PAC network backs 32 House candidates in midterms
The CLARITY Act failed in the Senate, raising the stakes for which lawmakers return to Congress to shape crypto regulation after the midterm elections.
MarketWatch利好AI 评分3232 Western Digital and Seagate shares bounce back as analysts downplay the Toshiba threat
Even if Toshiba doubles its capacity, analysts say it has a ways to go to catch up with Western Digital and Seagate
彭博利好AI 评分4242 摩根大通策略师预计美国投资级公司债券第四季度跑赢美债
摩根大通策略师预计，美国投资级公司债券将在第四季度跑赢美债。其理由包括大型科技公司的债券发行放缓和企业盈利强劲。
金融时报利好AI 评分3434 Trump poised to ease red diesel limits in attempt to quell fuel inflation
US president expected to announce move during trip to agricultural state of Nebraska
路透社AI 评分3535 US services sector cools in September, price pressures building - reuters.com
US services sector cools in September, price pressures building reuters.com
The VergeAI 评分2323 Sam Altman says ‘some bad things’ will happen but AI is totally worth it
Sam Altman thinks that the benefits of AI will be so great that "the world should accept some bad things happening" along the way. The OpenAI CEO pointed to hacks, scams, and "other bad things" as costs society should expect to tolerate because "people will do tremendously orders of magnitude more g
IT之家AI 评分4444 纳斯达克指数盘中再创历史新高，SpaceX涨超5%、英伟达涨1.65%
美股纳斯达克指数周一（当地时间 10 月 5 日）盘中创下历史新高，多数大型股和成长股上涨。英伟达盘中最高上涨 1.65%，再度逼近历史新高；SpaceX盘中最高涨超 5%，股价创近三个月来新高。Meta、微软和特斯拉均涨超 1%。
财富AI 评分4141 72%的雇主愿为具备AI技能的求职者支付更高薪酬
Robert Half数据显示，72%的管理者计划提高具备相关AI技能的新员工薪酬，42%认为AI知识带来的溢价高于其他技术技能。美国AI职位招聘信息数量自2023年以来翻倍，平均年薪约17.7万美元，高于非AI岗位的约8万美元。2027年，雇主还计划提高数据科学家等专业岗位的薪酬。
财富AI 评分2121 Just a few years into working, Gen Z is already the most anxious generation about AI derailing their retirement—51% fear it will cut their nest egg
As AI disrupts career paths, Gen Z is already far more worried than millennials or Gen Xers about having enough money for their golden years of retirement.
彭博AI 评分3939 Citadel Securities Says Economic Strength Drives Higher Yields
The Treasury selloff that sent yields to multi-decade highs reflects stronger US growth and competition for capital rather than rising inflation concerns, according to Citadel Securities.
CNBC利空AI 评分1212 These are the cheapest and most expensive U.S. flights this November
Holiday airplane tickets are up more than 23% this year, according to Hopper.
卫报AI 评分1212 Why did the US rush to withdraw bombers from RAF Fairford? - The Latest
The US withdrew its bombers from RAF Fairford after an investigation into an alleged planned terrorist attack on the base. At least 10 B-1 bombers used by the US military in the Iran conflict flew out of Fairford on Sunday, suggesting US officials were taking the threat seriously. Last week, five me
Fast Company利好AI 评分2929 Brazilian financial stocks rise by double digits on presidential election news
U.S.-listed shares of Brazilian fintech and financial services companies rose by double digits in premarket trading on Monday following news that South America’s largest country is heading into a runoff election. Right-wing candidate Flávio Bolsonaro managed to win 47% of the vote, surprising some p
财富利好AI 评分6262 英伟达可持续发展主管谈如何加快美国核能复兴
英伟达可持续发展主管Josh Parker主张，美国核能讨论应从是否建设转向如何借助技术安全、快速、规模化建设。文章称，美国电力需求受AI、电气化、制造业回流和机器人发展推动，核电难以满足近期AI用电需求，短期需要多种能源并行。文中还提及NRC将新反应堆许可审查目标推进至18个月，以及ADVANCE Act的后续落实工作。
彭博利好AI 评分3636 Stocks Rise as Oil Drop Offsets Europe Debt Worry
A drop in oil prices brought some relief to Wall Street, tempering concerns over Europe’s public finances that sent the euro to its weakest level since May 2025. Jack Manley, Global Market Strategist at JPMorgan Asset Management, discusses Euro contagion risk, the Fed, and outlook for US equities an
路透社利空AI 评分1313 Airstrikes and artillery hit north Ethiopia after Tigray capital's fall, aid sources say - Reuters
Airstrikes and artillery hit north Ethiopia after Tigray capital's fall, aid sources say Reuters
彭博AI 评分4545 美国服务业9月增速放缓，价格指标升至四年高位
美国服务业9月扩张速度放缓，成本压力升至四年多来最大。
金融时报AI 评分00 One person is now a quorum at the SEC
The Ankh-Morpork approach to US financial regulation
CNBCAI 评分1717 Jim Cramer's top 10 things to watch in the stock market Monday
Microsoft and Wells Fargo landed upgrades, and there's some encouraging M&A activity.
路透社AI 评分1818 Wall St opens muted as tech stocks take a breather - Reuters
Wall St opens muted as tech stocks take a breather Reuters
卫报AI 评分3131 US supreme court to hear big oil’s bid to block climate damage lawsuits
Court starts new term hearing Suncor Energy and ExxonMobil’s attempt to stop lawsuits at state levelThe US supreme court begins its new nine-month term hearing arguments Monday in a high-stakes case in which big oil companies are attempting to strike a fatal blow against lawsuits that seek to hold t
The AtlanticAI 评分1515 The People Who Refuse to Let Their Gadgets Die
What if you never upgraded at all?