The sector in the cross hairs of the bond sell-off looks poised for a bounce, says Mike Khouw
An interesting tug of war is happening in one of the market's hottest sectors: utilities.
#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。
CNBCAI 评分1515 PoliticoAI 评分00 October
Political cartoons from the desk of Matt Wuerker
Foreign AffairsAI 评分22 Brazil’s Election Won’t Fix What’s Broken
Reckoning with the country’s real crisis.
WiredAI 评分1313 Trump’s Crazy AI Rebrand Was a Loyalty Test for Tech Execs—and It Worked
For years these billionaires gushed obsessively about AI. But they meekly went along when Trump cancelled the term.
Business InsiderAI 评分1919 The logic behind Trump sending out $500 checks to nearly 1 million Americans, according to policy experts
President Trump may be trying to pick up votes, "taking a dig" at the Biden administration, or making an ideological point, two policy gurus told BI.
彭博AI 评分3636 Rebecca Patterson Warns On Fragile Bond Markets
Global markets are rallying on softer payrolls, but Council on Foreign Relations Senior Editor Rebecca Patterson warns that the real story is rising bond yields, ballooning deficits, and nervous investors. She explains why France leads her "fragile four," how hedge funds and AI-related debt are resh
CNBCAI 评分44 From Unicorn Frappuccinos to VIP meet-and-greets: How 3 brands are turning buzz into business
As companies fight harder for consumers' attention, marketing is becoming an increasingly important tool for driving growth.
财富AI 评分1616 The Nobel Peace Prize could leave the planet this year, with the International Space Station among contenders
The ISS is being floated as a symbol of global cooperation as wars and international tensions intensify on Earth.
财富AI 评分2020 Americans rebel against Trump’s red-baiting, sending socialism to a record high in opinion polling
More than four in 10 Americans quite like the sound of it, shrugging off Trump's warnings about "communism, socialism and Marxism."
财富AI 评分2525 Lightspeed Commerce CEO: our study analyzed half a million AI shopping responses and revealed who gets to compete
For decades, the internet has promised to level the playing field for retailers. Is AI taking that away?
彭博AI 评分3636 Fed Is One Bad Inflation Number Away From Hiking Rates, Dutta Says
Neil Dutta of Renaissance Macro Research says an October interest rate hike by the Federal Reserve may be on life support, but that could change with one bad inflation report. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)
CNBCAI 评分66 Jim Cramer's top 10 things to watch in the stock market Friday
The September jobs report was exactly what stock market bulls needed.
MIT Technology ReviewAI 评分1717 The Download: a biological de-aging contest and why LLMs don’t reason
This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. A new contest pits competitors against each other in a race to biological youth —Jessica Hamzelou This week, I officially signed up for an unusual competition. On
财富AI 评分3131 Bank of America and S&P Global on why AI success starts with governance and data
At Fortune’s AIQ Summit, leaders explained why AI must begin with a clear business need and be built on reliable, traceable data.
彭博AI 评分3232 Last Leg of Bond Selloff ‘Overdone,’ Says JPM’s Misra
Priya Misra, Core Plus Bond ETF portfolio manager at JPMorgan Asset Management, says markets are at the inflection point where “when the bond market speaks, everyone listens.” (Source: Bloomberg)
金融时报AI 评分55 Obama’s red herring
Democrats should ignore the former president’s advice to focus less on economic issues
金融时报AI 评分1919 Gold miner M&A is finally producing something that glitters
This time the dealmaking rush looks more disciplined
金融时报AI 评分1313 I’m even more bullish about stocks than a year ago
Then again, I’d sold everything by the end of last October, so don’t listen to me
The AtlanticAI 评分11 A Fascinating Change of Pace for Tom Cruise
Digger sees the actor caked in old-man makeup for a role that’s not what it initially seems.
Business InsiderAI 评分2323 Where every US governor stands on AI and the data-center boom
Some governors see their states as the next powerhouse for the growing AI industry. Others are exploring a "kill switch" for rogue AI.
彭博AI 评分1919 French Bond Rout Recalls Euro Debt Crisis, Candriam CIO Says
France’s bond market is heading into a period of heightened volatility as political uncertainty collides with deteriorating public finances, according to Nicolas Forest, chief investment officer at Candriam.
路透社AI 评分1515 Temasek comfortable with current AI spending levels, executive says - Reuters
Temasek comfortable with current AI spending levels, executive says Reuters
金融时报AI 评分1717 My mortgage is a problem for the Fed, and for America
Homeowners like me are staying put, the market is frozen and affordability is as ugly as it was in the housing bubble
The AtlanticAI 评分2626 The Democratic Playbook for Investigating Trump
Congressional oversight committees are quietly preparing for next year.
The AtlanticAI 评分99 The GOP’s Culture-War Hail Mary
Will it work?
财富AI 评分1616 Ford CEO Jim Farley says the line between engineers and skilled tradespeople is now ‘completely blurred out’
Also: All the news and watercooler chat from Fortune.
MarketWatchAI 评分3535 Here’s the bond-market alternative as U.S. and other developed markets debt deteriorate
Christopher Wood, of Jefferies, said Group of Seven bonds have entered a ‘structural bear market’ since March 2020.
MarketWatchAI 评分2828 Three reasons why this Wall Street market-making powerhouse says investors should reload on stocks now
September provided a reset for stocks, pointing to a good end to the year, says Scott Rubner
彭博AI 评分4242 花旗经济学家克拉克称，美联储似乎希望放慢加息步伐
花旗美国经济学家Veronica Clark认为，美联储内部在加息问题上正“越来越分歧”，劳动力市场也“肯定比我们预期的更稳定”。
CNBCAI 评分4242 谷歌旗舰模型 Gemini 4 能否真正跻身前沿 AI 竞争？
分析师称，谷歌在 2026 年大部分时间落后于 OpenAI 和 Anthropic；Gemini 4 让谷歌重新进入前沿 AI 竞争讨论。
钛媒体AI 评分5454 钛媒体分析Meta Muse与国内大厂个人Agent的生态边界
文章围绕Meta于9月8日发布的首款智能代理产品Muse，称其登顶美国App Store免费榜，下载量超过250万、美国移动端日活64.2万，并将其与ChatGPT上线同期的23.1万日活比较。
Fast CompanyAI 评分3232 What AI’s biggest CEOs really want from Washington
On Tuesday, President Donald Trump brought many of the most powerful people in AI to the White House, including Nvidia CEO Jensen Huang, Meta CEO Mark Zuckerberg, Google CEO Sundar Pichai, and Anthropic CEO Dario Amodei. At a high level, most want some version of the same thing: more data center cap
Business InsiderAI 评分3838 CEOs keep crying AGI. What does that even mean?
Tech CEOs and laypeople alike are fond of saying that AGI is here, but AI researchers and engineers told Business Insider the term is overblown.
财富AI 评分2929 The Fed has one interest rate. America has two economies
Americans are using BNPL for rent and groceries as Fed policy confronts two economies.
MarketWatchAI 评分1616 Another viral AI doomsday report claims ‘it’s over.’ Why home prices could take a hit as screen-based jobs disappear.
Egan-Jones has become the latest to issue a viral AI doomsday report, zeroing in on difficulties facing screen-based workers and the housing market.
金融时报AI 评分11 The Burnham tell
The prime minister’s conference speech was authentically Andy
Fast CompanyAI 评分3030 Publishers finally have AI buyers for their content yet zero say in the price
In the early days of generative AI, it seemed as if the labs were so heads-down building large language models that they didn’t think much about the raw material they were using. After all, big data sets like Common Crawl already existed, and trawling the open web was how search engines had worked f
彭博AI 评分2929 BofA’s Hartnett Sees Risk-Off Mood Lasting Until Dollar Peaks
Investors are set to shun riskier trades until the dollar’s recent surge shows signs of peaking, according to Bank of America Corp.’s Michael Hartnett.
彭博AI 评分3939 JPMorgan AM: We're Getting More Constructive on Duration
Kim Crawford, global fixed income portfolio manager at JPMorgan Asset Management, discusses the outlook for French bond yields and why her firm is getting "more constructive" on longer-term debt. "Bonds typically sell off until something breaks, and something has broken," Crawford tells Bloomberg Te
彭博AI 评分5050 Pimco总裁Christian Stracke称AI支出推动收益率上升，而非通胀
Pimco总裁Christian Stracke称，超大规模云服务商及人工智能生态的资本需求激增，是推动实际利率和债券收益率上升的主要力量，而非通胀预期。