Friday's rally in the S&P 500 might not be enough, but Linde is out of this world
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
#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。
CNBCAI 评分99 路透社AI 评分1111 Indian border forces kill two Pakistani civilians, wound one, Pakistani security sources say - Reuters
Indian border forces kill two Pakistani civilians, wound one, Pakistani security sources say Reuters
Business InsiderAI 评分4343 9月就业报告低迷，数据中心和医疗保健成为亮点
美国9月新增就业岗位仅2.9万个，低于经济学家预期；医疗保健和数据中心相关建筑岗位是就业市场亮点。医疗保健业当月新增1.67万个岗位，非住宅特种行业承包商就业人数增加1.23万；数据中心相关招聘信息自2024年6月以来增长近130%。若数据中心热潮持续时间短于预期，相关电工岗位需求可能回落。
财富AI 评分4040 ServiceNow高管谈AI智能体带来的“改变人生”成果：渣打银行员工请求分流率达77%
ServiceNow全球客户运营总裁Paul Fipps称，渣打银行首席运营官表示，员工请求的AI分流率达到77%。Fipps认为，企业应重新设计业务流程，再将AI融入其中，以提升生产率并改善业务结果。印度一家大型银行虽已准备约40个定制智能体，却因难以确保人工控制而未部署。
财富AI 评分3434 Top futurist Amy Webb sees Fortune 500 firms suffering from ‘learned helplessness’ with AI, like taxi drivers who need Google Maps
"Let's be fair, Fortune 500 companies are pretty late to the party on this," said Webb, founder and CEO of the Future Today Strategy Group.
财富AI 评分3333 We’ve lost about 200,000 creative jobs since the rise of AI. The urbanist who coined ‘the creative class’ said AI is coming for the ‘grind-out jobs’
New York has lost one-quarter of its film jobs. The urbanist who named the creative class says AI will make cities matter more, not less.
财富AI 评分6565 法国债券投资者提高对主权违约风险的定价，五年期 CDS 升至 81 个基点
法国债券市场加大了对主权违约风险的定价，五年期主权 CDS 周五早间升至 81 个基点，10 年期国债收益率升至 4.989%，为 2002 年以来最高。法国与德国同期限国债收益率利差扩大至 152 个基点，为 2011 年欧元区债务危机以来最高，之后两项指标均从高位回落。
彭博AI 评分3434 Warsh’s Top Fed Deputies Step in to Give Markets a Clear Message
Federal Reserve Chairman Kevin Warsh has vowed to avoid sending clear signals to investors on where interest rates are headed. His top deputies made clear this week they’re still willing to oblige — and investors showed they’re still listening.
彭博AI 评分2020 Paramount’s $52 Billion Debt Saga Ends With Hair-Raising Finale
A cast of thousands. Records smashed. Instant losses and angry phone calls. If the months-long search for debt to fund the audacious takeover of Warner Bros. Discovery Inc. by David Ellison’s Paramount Skydance Corp. were a prestige drama, the past few days would have been the messy season finale.
路透社AI 评分2424 Hedge funds struggle for September gains as rate, AI swings bite - Reuters
Hedge funds struggle for September gains as rate, AI swings bite Reuters
钛媒体AI 评分3434 我们选中的Cadre Holdings股票不及预期
本周，这只股票跌破了一个关键的技术支撑位。
AxiosAI 评分99 Brazil's Lula-Bolsonaro showdown unfolds in Trump's shadow — with the Amazon at stake
Brazil votes Sunday in a presidential election that could reshape its relationship with President Trump, return the Bolsonaro movement to power and alter the future of the Amazon.Why it matters: The showdown between President Luiz Inácio Lula da Silva and Sen. Flávio Bolsonaro has turned into someth
彭博AI 评分2323 Economists Warn of 5% UK Inflation If US Diesel Ban Goes Ahead
UK inflation could near 5% if President Donald Trump stopped US exports of diesel, economists warned after motorists saw prices hit £2 ($2.7) per liter for the first time ever.
彭博AI 评分66 Stocks, Bonds Rise as Weak Jobs Curb Fed-Hike Bets
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than "Bloomberg Surveillance." (Source: Bloomberg)
彭博AI 评分3535 NEC's Kevin Hassett on Sept. Jobs and Paying Down US Debt
National Economic Council Director Kevin Hassett says higher long-term rates can reflect underlying economic strength. Speaking to Mike McKee and Dani Burger on Bloomberg Open Interest, Hassett calls the government’s debt-interest burden unacceptably high but says the administration is serious about
彭博AI 评分2121 Beating Market FOMO: Main Street's Playbook
When markets swing and AI stocks soar, how should everyday investors respond? Edward Jones CEO Penny Pennington joins Bloomberg Open Interest to share what 9 million clients are asking, why diversification still beats FOMO, and how to align your money with real‑life goals across generations. (Source
彭博AI 评分3030 France’s Bond Crisis Deepens
Investors are heading for the exit as France's bond crisis deepens and political gridlock sets in. Georgia Hall explains. (Source: Bloomberg)
CNBCAI 评分4444 就业报告显示劳动力市场疲软后，交易员认为美联储10月加息可能性很小
就业报告显示劳动力市场疲软后，更多交易员下调了美联储本月加息的可能性。
CNBCAI 评分2222 Men are losing ground in the labor market. Here's why
Women outnumbered men in the workforce for eight straight months as of September, according to one analysis.
路透社AI 评分1414 Vance's fraud crackdown may raise costs for US health insurers, enrollees - Reuters
Vance's fraud crackdown may raise costs for US health insurers, enrollees Reuters
Ars TechnicaAI 评分2929 The 7-year-old Nvidia Shield TV is now $100 more expensive thanks to AI
Initially launched in 2019, the Nvidia Shield TV Pro now retails for $299.99.
卫报AI 评分1515 Aviation security back in spotlight after nightmare on flydubai flight to Israel
Questions raised over cockpit locks and screening of pilots as UAE investigates details and motives of near disasterAt around 9.30 on Wednesday morning local time, Tali Manes was taking her six-year-old daughter Nina to the toilet on the regular flydubai flight from Dubai to Tel Aviv when she heard
彭博AI 评分2626 City of London Fears Windfall Tax on Domestic Banks in UK Budget
Some City of London executives are concerned the government may use this month’s budget to levy a windfall tax on the profits of domestic banks even as the UK operations of international lenders are exempted, according to people with knowledge of the matter.
彭博AI 评分3232 Rebecca Patterson Sees Fed Dissents Coming After United Front
Rebecca Patterson, the former Bridgewater Associates LP chief investment strategist, warned that the US Federal Reserve’s unanimity on last month’s interest-rate hikes is likely to crack in October as policymakers diverge over next steps.
彭博AI 评分3030 Snap-on CEO on Tariffs and China Risks
Snap-on CEO Nick Pinchuk joins Bloomberg Open Interest to discuss US manufacturing conditions, including rising diesel and material costs, how large vs. small manufacturers are coping, the impact of reshoring on hiring and why tariffs and Chinese competition are central to long-term planning. (Sourc
彭博AI 评分3939 French Bond Risk Hits Euro-Crisis Levels
French government bonds deepened this week’s slump, with investors demanding the biggest yield premium to hold the bonds over safer German debt since the region’s debt crisis. Huw van Steenis, Partner at Apollo, discusses this as well as the overall European economic outlook. (Source: Bloomberg)
彭博AI 评分6161 美国9月非农新增就业2.9万人，失业率升至4.2%，低于预期
美国9月非农就业人数增加2.9万人，低于预期，前两个月数据下修，工资增速放缓。失业率升至4.2%，部分反映劳动力规模扩大；Rebecca Patterson就美国就业数据发表看法。
彭博AI 评分55 We’re Speaking to Don Wilson at Odd Lots LIVE in Chicago
Plus some thoughts on the bond market and statecraft.
CNBCAI 评分1111 Nvidia breaks through to new record highs. Plus, more good news for Boeing
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
CNBCAI 评分1515 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.
钛媒体AI 评分6767 安森美半导体以每股123美元现金报价收购Synaptics，Synaptics盘前上涨14%
安森美半导体修订收购Synaptics的报价，提出每股123美元的全现金收购方案，此前的全股票交易估值达70亿美元。Synaptics股价在周五盘前上涨14%；安森美半导体CEO称，修订后的合并协议在财务上对股东更具吸引力。
Foreign AffairsAI 评分22 Brazil’s Election Won’t Fix What’s Broken
Reckoning with the country’s real crisis.
Fast CompanyAI 评分2929 Energy bills for U.S. households will go up an average of $6,500, with these states paying even more
Households in the contiguous United States will pay thousands of dollars more for energy through 2040 because of federal policy changes since President Donald Trump returned to office, according to modeling released Friday by a nonpartisan think tank.The Energy Innovation analysis found that househo
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.
TechCrunchAI 评分77 Slovenia’s .si domain sees a surge in registrations after Trump’s ‘super intelligence’ order
The .si domain name is seeing unprecedented demand after President Trump's super intelligence executive order.
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4747 华尔街夜不能寐：全天候股票交易即将到来
美国股票交易所数十年来每晚都会暂停交易数小时。到了12月，随着股市转向近乎全天候交易，交易时间将大幅延长。
彭博AI 评分4444 美国8月工厂订单环比微升，G7计划释放至多1亿桶应急石油和柴油库存
美国8月工厂订单环比增长0.1%。Michael McKee解读相关数据，并讨论G7释放至多1亿桶应急石油和柴油库存的计划。
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
路透社AI 评分1111 VIEW Soft September jobs report sends markets higher - reuters.com
VIEW Soft September jobs report sends markets higher reuters.com