外媒与科技媒体长文、研究号文章
Fund upgrades UK’s GDP growth forecast for 2026 to 1.3%, but says it is likely to edge down next yearIMF warns global economy ‘could soon test the limits of resilience’John Healey should “stay the course” and continue repairing the UK’s public finances, the International Monetary Fund’s top economis
There's a parallel to the mistake of treating AI as imitating humans rather than building systems that complement and extend human capabilities.
The four-year bull market in stocks is riding high because of the AI boom. But it’s also increasing the cost of money.
A selloff in chipmakers extended for another day, putting pressure on equity markets as traders also prepared for Wall Street banks to kick off the US earnings season in earnest. Big US banking stocks, meanwhile, are firmly in correction territory as Citigroup, Goldman Sachs, JPMorgan and Wells Farg
Upgrading existing reactors offers a faster path to more nuclear power, but the available capacity is quickly running out.
A record number of investors say they’re planning to curb exposure to French equities as the country’s political and fiscal stresses cast a shadow over regional stocks, according to a Bank of America Corp. poll.
高盛第三季度股票交易收入为64.4亿美元，超过预期；固定收益和利率交易收入则远低于华尔街预估。
There's an extraordinary split between the headline S&P 500 pinned just under a record high and the median stock in the index struggling in a 16% drawdown.
S&P 500, Dow futures muted after big bank earnings, chip slide weighs Reuters
Germany's Nuremberg airport closes due to aviation emergency Reuters
IMF预测的统计历史显示，全球经济增长高于预期，通胀情况则更严峻。
马斯克在X上指责印度“寡头”阻挠星链进入印度，并点名信实集团老板安巴尼；印度通信部回应称相关质疑毫无根据，卫星通信审批框架公平公正。星链已取得运营牌照和GMPCS牌照，但商业服务尚未开业，仍涉及安全审查、外商投资审批和频谱分配。印度要求其具备特定区域断网能力、将用户数据存于印度境内，并由印度人运营地面站。
Backed by Silicon Valley titans, Leading the Future has raised huge sums to promote pro-AI candidates on both side of the aisle.
Everything you need to know before you reach the office this morning.
After an eventful summer, U.S. stocks appear to have hit a pocket of calm. Over the past few sessions, trading volume has dwindled, while major indexes have mostly drifted sideways.
US small-business optimism fell to a three-month low in September as economic expectations dimmed and a smaller share of firms indicated it was a good time to expand.
New capital flows are fueling the AI boom and concerns of a bust
Demand for compute and energy infrastructure will continue to outstrip supply through the end of the decade and beyond, creating opportunities for investors to finance the AI buildout, according to Brookfield Asset Management CEO Connor Teskey.
Close observers are warning that investors have unrealistic expectations for the AI trade.
A former theater director has found an unlikely – and highly profitable – niche on Kalshi
Trump’s reform law that seeks to make coverage harder to get, and to keep, includes working 80 hours per monthIt is a date keeping US healthcare providers up at night: 1 January 2027.As the midterm elections loom, everyone from hospital leaders and to patient advocates are focused on the New Year, w
Musk vs. Bezos
Axios梳理美国企业利润和标普500三季度盈利预期：FactSet数据显示，标普500成分股第三季度每股收益预计同比增长约29%。高盛分析师称，AI基础设施股票预计贡献该指数第三季度每股收益增长的一半以上，Micron Technology和英伟达预计贡献超过三分之一。美国经济分析局数据显示，美国企业第二季度税后利润同比增长18.2%；劳动收入份额则降至历史低位区间。
Alphabet总裁兼首席投资官Ruth Porat表示，公司今年将投入约2000亿美元建设能力，2027年投入还会更多。她同时谈及技能型岗位、能源容量和AI信任，并指出若不共同应对AI的下行风险，就无法把握其上行机会。
人工智能相关股票抛售加深，推动关键新兴市场股票指数连续第二天下跌，并带动亚洲科技中心货币走弱。
The global artificial intelligence trade is coming under increasing pressure, with a deepening selloff in chip stocks instilling fresh doubts about the sustainability of one of the most powerful investment themes of recent years.
Wall Street banks expected to report worst trading results of year following record second quarter
A CEO golfs with Trump’s son as an industry once shut out of Washington turns access into policy
'Brutal session' for chip stocks shows AI trade is turning Reuters
Pioneering computer scientist on why Trump is using ‘superintelligence’ wrong, whether AI could wipe out humanity – and how our biggest challenge will be accepting we’re not the only intelligent beingsDonald Trump is a “corrupt, senile felon” whose fixation on the term superintelligence proves he kn
Google Cloud于10月8日在Gemini at Work 2026大会发布Gemini agent，面向企业客户开放私有预览，正式商用时间与定价尚未公布。
Meta超级智能实验室发布Muse Wonder和Muse Wonder Full，Artificial Analysis智能指数分别给出52分和56分，后者与Anthropic的Claude Sonnet 5.5持平。
When airpower wins, and when it doesn’t.
What will survive when the boom ends.
A single chart, complicated though it may be, tells the story of the world economy this year.
The Korean market rises on falls on expectations for profitability of the semiconductor industry and how long it can be sustained. Sentiment is cyclical and right now, the skepticism is rising
美国银行（Bank of America Corp.）的一项调查显示，追逐人工智能推动的股票涨势的全球投资者，对科技股的敞口达到新冠疫情后反弹以来最高水平；那轮反弹发生在六年前。
India’s software services stocks are headed for their biggest jump in 17 months as a slide in Asian chipmakers triggered a rotation into the so-called anti-artificial intelligence trade.
Meta 于10月12日发布 Muse Wonder（代号 Watermelon），称其在编程、金融和法律任务上可比肩 ChatGPT 与 Claude，部分基准超过 Claude Opus 5.5、Fable 5.1 和 GPT-6 Astra。
Asian markets fall and Samsung shares tumble after its Chinese rival CXMT claims strong progressBusiness live – latest updatesShares in semiconductor companies fell on Tuesday after the boss of Broadcom compared many AI investors to “casino” gamblers, and Chinese memory chip maker CXMT said it had m