Seeing 'Bond Abundance': BNP Paribas' Robson
Meghan Robson, head of US credit strategy at BNP Paribas, and Alex Mackey, co-CIO of fixed income for MFS Investment Management, join Scarlet Fu on "Bloomberg Real Yield." (Source: Bloomberg)
#研报/观点
外媒与科技媒体长文、研究号文章
彭博AI 评分1313 CNBC利好AI 评分99 We're buying the dip in a stock being punished for something it's actually insulated from
We waited and watched patiently.
路透社利空AI 评分1313 AI pricing lawsuit against McDonald's raises new antitrust questions - Reuters
AI pricing lawsuit against McDonald's raises new antitrust questions Reuters
Axios利空AI 评分7171 美联储加息或将放缓，Axios梳理官员表态与年末政策路径
Axios梳理美联储近期沟通称，若经济数据符合预期，沃勒预计还会加息，但加息不必连续进行。9月会议纪要称，多数与会者认为年末前再上调联邦基金利率目标区间可能合适，同时每次会议都保留开放态度。文章推测本年最后一次会议可能加息，2027年初或再加息，累计幅度或为0.75个百分点；这是文章对政策路径的判断，并非美联储确定的安排。
财富AI 评分3333 ‘Everybody knows you’re out of touch’: Palantir CEO Alex Karp says his own exec told him to stop hyping Foundry
Karp told a room of CEOs that his best ideas are the ones his team says can't work, and that VCs once asked him: "Where's the parasite?"
彭博利好AI 评分3434 Goldman Says Tech Bull Market Has Room to Run
Goldman Sachs Wealth Management’s Matt Weir says the recent concentration of market gains among a handful of large technology stocks doesn’t signal the end of the bull market. He expects hyperscaler capital-spending growth to decelerate from its extraordinary pace but remain well above overall econo
金融时报AI 评分1313 Setting up an African rating agency is the easy part
Governments should devote more effort to improving the investment climate itself
The AtlanticAI 评分1616 If You Want a Real Digital Commons, Build It Yourself
Rappler’s answer to state-sponsored lies and harassment was to stop using corporate social media as its public square.
Business InsiderAI 评分2222 Jeff Bezos says AI could power a return to single-earner households as it turbocharges productivity
Bezos, the world's third wealthiest person, said more families will need only one parent to work and people will work for three days per week.
Business InsiderAI 评分3838 Paul Graham says Amazon's AI-agent ban opens the door to a new rival
Graham, the cofounder of the tech VC firm Y Combinator, said Amazon's AI agent restrictions are a great opportunity for rivals. Elon Musk agrees.
财富利空AI 评分5757 特朗普红染柴油税款递延方案被指难以解决燃油价格问题，卡车业者质疑其效果
特朗普本周签署行政令，暂缓征收红染柴油使用税至年底；财富援引能源分析人士和卡车行业组织观点，称这项措施能否降低卡车燃油成本存在争议。红染柴油通常用于农业和卡车，约占商用车辆燃料使用量的30%，且暂缓征税不等于免税，相关税款之后仍可能需要缴纳。受访人士认为，解决燃料供应问题取决于地缘局势和市场供需。
MarketWatchAI 评分2323 Why a longtime skeptic of Palantir’s stock is finally saying it’s time to buy
Palantir’s total addressable market could get a lot bigger, while its business model should sustain its lead against competitors, an analyst says
CNBCAI 评分99 We're putting some of our large cash pile to work in a beaten-down consumer name
We've been patient and waited for the stock to come down.
Fast Company利空AI 评分3535 OpenAI’s ChatGPT for Teens poses an ‘unacceptable risk’ to kids, says watchdog
Some of the guardrails that OpenAI included in its ChatGPT for Teens product don’t work as intended and the chatbot poses an “unacceptable risk” to children, according to a report Wednesday by Common Sense Media.The watchdog group urged OpenAI to restrict the chatbot to adults “until it can offer a
财富AI 评分2929 Airbnb CEO Brian Chesky says he wishes he were 26 again because the opportunities post-ChatGPT ‘are so much more powerful’
Brian Chesky, the cofounder of $95.8 billion Airbnb, says now all it takes is a handful of people to start a company—that “was inconceivable before” AI.
彭博AI 评分2323 NYSE's Lynn Martin on Skydance Debut, IPO Market, Competing in Texas
NYSE Group President Lynn Martin talks about the newly formed Skydance Corp. making its trading debut on the exchange. She also talks about attracting new companies, the IPO market and competing for listings in Texas. She speaks on "Bloomberg Open Interest." (Source: Bloomberg)
彭博AI 评分3838 Higher Yields Let Bond Investors Be Choosy: JPM's Herr
Kay Herr, US GFICC CIO at JPMorgan Asset Management, says higher yields and heavy debt issuance are giving bond investors more choice after years of having to stretch for income. She says investors can be more selective about credit as they weigh productive corporate borrowing against growing sovere
CNBCAI 评分1515 Jim Cramer says he's in a buying mood. Here are some stocks he's considering
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
钛媒体AI 评分2121 住房股已充分计价极端悲观预期，业内人士看好托尔兄弟与普尔特集团
Evercore ISI 的斯蒂芬·金表示，现在还不是买入住房类股票的合适时机。但如果行业减少新建规模、同时抵押贷款利率下降，这种情况在未来六个月内可能会发生变化。
The AtlanticAI 评分1111 The Triumph of America’s Least Respected Governor
Kathy Hochul is finally getting some credit.
财富AI 评分3333 64% of Americans say AI is developing too fast—and 8 in 10 want the government to keep it under human control
A new AP-NORC poll finds bipartisan concern over AI’s impact on jobs, while Americans have little confidence in either party to manage it.
财富AI 评分1919 Nvidia CEO Jensen Huang says if you want to be successful, prepare to suffer: ‘If it’s a walk in the park, anybody could do it’
Even after 33 years of building Nvidia, Jensen Huang still works seven days a week—and says building something incredible requires “suffering.”
WiredAI 评分1111 The New Alexa Tablets Feel Like a Blueprint for an Amazon Phone
Amazon is rumored to be making a smartphone, and the Alexa-powered experiences on its new tablets give us a taste of what might come if that happens.
The VergeAI 评分1313 Artificial is a wicked satire that also sticks to the facts
At the New York Film Festival premiere of Artificial, Luca Guadagnino's satirical Sam Altman biopic, the director said onstage that "[when] someone wants to play God, that's very interesting to me." The idea of playing God, and power in general - who has it, who desperately wants it, and who will do
The VergeAI 评分4242 你能信任 Meta 的 Muse 和 OpenAI 的 Dots 替你打理生活吗？
The Verge 的 Decoder 访谈围绕 Meta 的 Muse 与 OpenAI 的 Dots 展开，讨论消费者是否应信任这类可自主完成多步骤任务的 AI 智能体。它们可处理餐厅预订、邮件整理等事务，Dots 还提供营销、法律和会计专用版本；访谈也探讨将信用卡、邮箱等敏感数据交给智能体带来的隐私与安全问题。
财富AI 评分1818 Jim Farley is right about Gen Z and blue-collar work. We see firsthand how the industry is failing them
At the International Youth Foundation, we've spent over a decade building automotive talent pipelines in Mexico and South Africa and One lesson holds up.
彭博AI 评分3333 BlackRock’s Rieder on Yield Curve, Federal Reserve Rate Hikes
Rick Rieder, CIO of global fixed income at BlackRock, says the front end of the yield curve is “still very attractive,” and discusses the state of the US economy and why he is positioned for a hawkish Federal Reserve. (Source: Bloomberg)
彭博利好AI 评分4040 摩根士丹利债券资深投资人十年来首次看多美债
摩根士丹利投资管理公司的 Vishal Khanduja 转而看多美债，这是他十年来首次看多。他是一名表现出色的债券投资者；美国国债收益率处于二十年来高位，对经济增长形成制约。
CNBC利空AI 评分4242 Ray Dalio警告，股票市场抵御债券收益率上升的缓冲正在缩小
Ray Dalio表示，企业盈利曾缓冲债券收益率上升对股票的影响，但这一缓冲正在缩小。他警告称，自由现金流可能走弱。
Fast CompanyAI 评分3636 The next competitive advantage is infrastructure
Businesses and policymakers are racing to build an economy centered on AI, and it’s quickly becoming one of the biggest economic bets in history. Billions of dollars are flowing into numerous sectors to support it, and states are competing to attract investment while companies seem to announce major
Fast CompanyAI 评分3333 The real threat to U.S. hardtech leadership is China’s rules
American hardtech venture is finally being taken seriously. Deep tech funds are outperforming conventional VC. The opportunity is real, and it’s being funded the way it should be, by investors who bear the cost of being wrong. But there’s an elephant in this room, and it isn’t a coastal fund getting
MIT Technology ReviewAI 评分1717 The Download: AI roadblocks for humanoids and portable rubber dams
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. AI breakthroughs in robotics won’t change your life any time soon The hype around humanoid robots is reaching fever pitch. Much of it comes from the idea that the
财富AI 评分2121 IBM cyber response chief: After 26 years in incident response, I’m more concerned about burnout than AI
Machine-speed cyberattacks demand more than better tools. They demand better support for defenders.
财富AI 评分3131 Your next manager may have three employees and 19 agents. Who’s accountable?
CIOs at CVS, Broadridge and IBM say AI isn't shrinking the manager's job. It's breaking it into pieces and the pieces are landing on non-managers.
MarketWatchAI 评分1313 GLP-1s could offer unexpected relief from back and knee pain, but doctors urge caution
Rapid weight loss can lead to issues with bone quality, particularly in older adults.
MarketWatchAI 评分1515 Who will benefit more from AI agents when it comes to spending – companies or you?
There’s an agent arms race unfolding, supercharging the battle for your wallet
彭博AI 评分1717 AI Darlings, Defense Shares Most at Risk as US Midterms Near
Artificial-intelligence regulation, along with government spending on healthcare and defense are emerging as equity investors’ chief points of focus as the final month of the US midterm campaign kicks into high gear.
彭博AI 评分1111 Odd Lots: Europe may be falling behind. Working less isn’t why
Some European countries work fewer hours but does that mean they're less productive? Economist Dominik Leusder joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to talk about how research suggests that fewer hours worked actually lead to an increase in productivity. (Source: Bloomberg)
彭博AI 评分3838 BlackRock’s Rieder Says Front End of Yield Curve ‘Still Very Attractive’
Rick Rieder, CIO of global fixed income at BlackRock, points to the front end of the yield curve “to keep your volatility down, keep your income high.” He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)
CNBC利空重大AI 评分2323 Trump's former defense secretary sees no end in sight for Iran war — to the benefit of America's 'greatest adversary'
Mark Esper, who served as U.S. Secretary of Defense during Trump's first presidential term, said he did not see the conflict ending in the foreseeable future.