Nike 第一财季营收同比下降 4%，公布拟于 2027 年开始的运营调整与裁员计划
Nike 第一财季营收为 112.1 亿美元，同比下降 4%，低于华尔街一致预期的 113.2 亿美元；每股收益为 48 美分，高于预期的 43 美分。公司公布新的运营模式调整计划，称相关决策将于 2027 年开始，并将削减岗位，但尚未确定人数和具体地点。
#美股/全球
外媒与科技媒体长文、研究号文章
Fast CompanyAI 评分5555 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.
MarketWatchAI 评分2424 To win the humanoid-robots race, the U.S. needs this critical machine component that’s hard to find
Humanoid robots have the potential to revolutionize life as we know it — but the U.S. does not have a supply chain that can produce key parts.
MarketWatchAI 评分3535 Why Western Digital and Seagate are seeing big stock drops today
Investors are worried that Toshiba will boost its production of a key AI storage product, potentially hurting the strong pricing power that Western Digital and Seagate currently enjoy.
彭博AI 评分5151 美国9月新增就业岗位低于预期，工资增长放缓
美国9月新增就业岗位低于预期，工资增长放缓。摘要称，成本上升之际，雇主招聘态度谨慎。
彭博AI 评分55 US Sends Aircraft Carrier, 10,000 Troops as Iran Tensions Escalate
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. (Source: Bloomberg)
彭博AI 评分3737 Stocks Climb Ahead of Payrolls Report, Anthropic Eyes November IPO
US equity futures rise after a week of sharp swings in yields, with the US payrolls report still to come. Anthropic is seeking to go public as soon as mid-November, with formal marketing for its IPO potentially starting the week of November 9. Veronica Clark of Citi joins "Bloomberg Brief" to look a
彭博AI 评分5050 Blue Owl Capital 再次将两只BDC基金的赎回上限设为5%，此前赎回请求分别达39%和17%
Blue Owl Capital 再次将两只私人信贷基金的赎回比例限制在5%。受人工智能相关担忧影响，其旗舰科技基金的赎回请求仍远高于行业同业。
彭博AI 评分5959 美国9月新增就业2.9万人，失业率升至4.2%
美国9月新增非农就业2.9万人，低于预期的9万人，失业率升至4.2%。彭博记者Michael McKee报道了这份就业报告。
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
CNBCAI 评分4646 Rivian第三季度交付量超预期，并重申2026年业绩指引
Rivian第三季度汽车交付量同比增长46%，超过预期，并重申2026年业绩指引。
CNBCAI 评分6767 美国9月非农就业人数增加2.9万，失业率升至4.2%
美国9月非农就业人数增加2.9万，失业率升至4.2%。市场原预计非农就业人数增加8.4万，失业率维持在4.1%。
路透社AI 评分3131 Global equity funds draw inflows for second week as AI optimism holds - Reuters
Global equity funds draw inflows for second week as AI optimism holds Reuters
路透社AI 评分1212 Polish city reopens Cold War shelter as Russian attacks in Ukraine intensify - Reuters
Polish city reopens Cold War shelter as Russian attacks in Ukraine intensify Reuters
路透社AI 评分3636 SNAPSHOT Wall St futures extend gains after non-farm payrolls data - Reuters
SNAPSHOT Wall St futures extend gains after non-farm payrolls data Reuters
金融时报AI 评分3434 US economy adds just 29,000 jobs in September as hiring slows sharply
Figure prompts traders to rein in bets on Fed rate rises
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.
The VergeAI 评分3131 Amazon writes scary blog warning communities not to block data centers
Amazon is calling for people to support AI data center projects, or risk irreparable harm to the US economy and national security. In a more than 3,000 word blog posted today, Amazon web services CEO Matt Garman pushed back on public concerns around the impact that data centers may have on jobs, pow
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.
财富AI 评分5858 财富分析特朗普将较高通胀称为降低美国40万亿美元国债的手段
特朗普称，较高水平的通胀也能迅速偿还美国国债；文章称，美国国债规模为40万亿美元，年度利息支出达2万亿美元，债务与GDP之比超过120%。文章梳理了关税增收和经济增长等降低债务率的路径，并引述分析人士对高于目标的通胀及实际利率的讨论；美联储的通胀目标为2%。
彭博AI 评分2626 US Inches Closer to Breaking Permit Logjam for Key Energy Projects
The Senate reached a bipartisan deal this week, but there’s no guarantee lawmakers will finish the job.
彭博AI 评分2727 US Stock Futures Advance Ahead of September Payrolls Data
US stock-index futures moved higher on Friday as investors prepared for the monthly employment report for clues on the Federal Reserve’s path ahead.
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99 The GOP’s Culture-War Hail Mary
Will it work?
财富AI 评分2727 When pre-IPO shares are too good to be true
With AI companies moving towards record-setting IPOs, with trillion-dollar valuations, the demand for pre-IPO shares is greater than ever—as is the opportunity for deceit.
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.
财富AI 评分2424 Capitalism may be reinventing socialism — and probably not how you think
The economics of private property could be changing massively from the dual forces of AI and quantum computing.
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2020 Bessent’s Message on US Wages Bears Risks
The Treasury secretary is critical of claims of a “K-shaped” US economy
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”。
彭博AI 评分4040 美国9月就业报告前瞻：关注要点
美国就业增长预计将较8月的强劲表现放缓，分析师预计当月新增就业岗位9万个。 Michael McKee在彭博电视台介绍了报告前瞻。
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。
CNBCAI 评分3333 Nike shares plummet 10% after weak revenue outlook and layoff plans underway
Nike's shares plummeted in premarket trading, continuing a second straight day of declines after it reported falling revenue and plans to lay off staff.
CNBCAI 评分1818 The secret signs the bond sell-off might be ending
A big options bet involving the utility sector could indicate a top in yields.
CNBCAI 评分2424 How AI is redefining Wall Street jobs — and boosting demand for this new 'hottest skill' by 1,721%
Banks are fueling a hiring surge for AI engineers who are good at "agent orchestration" — the ability to coordinate teams of specialized agents.
路透社AI 评分2323 Italy scales back defence spending hike in new budget plan - Reuters
Italy scales back defence spending hike in new budget plan Reuters
路透社AI 评分3636 Amazon to invest $1 billion over five years in US data center communities - Reuters
Amazon to invest $1 billion over five years in US data center communities Reuters
卫报AI 评分1919 AI weapons systems are already here. Algorithms must not decide who lives and dies | Kenneth Roth
Israel’s conduct in Gaza shows the danger of using AI in warfare. Humans must remain at the center of wartime decisionsAs tech leaders warn about the threats of artificial intelligence, most conjure up images of AI agents running amok, such as hacking systems used to run our critical infrastructure,