AI fatigue is gripping the market and driving chip stocks toward their worst stretch in 16 months
Anticipation is building for Anthropic’s investor day as Wall Street grows less patient with heavy AI spending.
#盘面/资金
外媒与科技媒体长文、研究号文章
MarketWatch利空AI 评分3030 彭博AI 评分1616 Big Banks Deliver Mixed Results to Kick Off Earnings on Wall Street
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2222 Bond Traders Eclipsed by Equities in Rare Wall Street Reversal
As Wall Street’s fixed-income desks struggled in the third quarter, their rivals in equities seized a rare opening to outshine their market brethren.
金融时报利好AI 评分3737 Wall Street plays down investor fears of faltering trading boom
JPMorgan Chase and Goldman Sachs earnings boosted by equities businesses in another strong quarter
CNBC利空AI 评分1717 The AI trade is cracking. Here's how to profit
Despite the Magnificent Seven making record highs, the The AI trade is showing signs of cracks. But there may be an opportunity for traders.
财富AI 评分2424 Supreme Court will hear the Trump administration’s argument that DOGE is exempt from the public-records law
The justices will consider whether DOGE is a federal agency subject to FOIA or a presidential advisory body exempt from disclosure rules
彭博AI 评分5656 Stock Movers：Domino's Pizza销售增长不及预期，Bumble拟以13亿美元私有化
彭博《Stock Movers》称，Domino's Pizza（DPZ）第三季度美国门店可比销售额增长低于分析师平均预期；Johnson & Johnson（JNJ）公布业绩，并上调利润指引。
彭博利空AI 评分3232 CFTC Staff Told to Retract Analysis of Suspicious Oil Trades
CFTC analysts flagged unusually well-timed trading ahead of a March 23 Truth Social post in which President Donald Trump postponed planned U.S. strikes on Iranian energy facilities. Billions of dollars in contracts changed hands in the 15 minutes before the announcement. According to sources, analys
路透社AI 评分4343 路透社：美国芯片股延续跌势，中国存储芯片报告与AI支出担忧冲击板块
美国芯片股延续跌势，中国存储芯片报告和对AI支出的担忧冲击芯片板块。
彭博AI 评分3434 US Bank Earnings Put FICC Sales & Trading in Focus
Wall Street banks kicked off earnings season Tuesday with third-quarter results from JPMorgan Chase & Co., Goldman Sachs Group Inc., Citigroup Inc., and Wells Fargo & Co. Christopher McGratty, head of US bank research at KBW, examines the results on "Bloomberg Open Interest." (Source: Bloomberg)
彭博利空AI 评分1717 S&P 500 Record Rally Meets Risk of Peaking Earnings Growth
For Corporate America, the bar to deliver earnings growth that satisfies Wall Street’s bulls is only getting higher.
彭博利好AI 评分4040 微软股价有望创近一年首个收盘纪录，AI 涨势增强
微软股价有望收于近一年来首次创纪录水平，这家软件公司的四个月涨势正在加速。
The VergeAI 评分5050 The Verge 汇总苹果“Welcome home”活动报道及智能家居产品消息
The Verge 汇总苹果“Welcome home”活动前后的智能家居消息与报道。活动前，智能家居中枢、更新配色的 HomePod Mini、Apple TV 4K。
彭博AI 评分2828 S&P 500 Futures Little Changed as Banks Report, Chipmakers Fall
US equity futures held firm Tuesday despite a deepening selloff in chipmakers, as traders sorted through a slew of bank results from JPMorgan Chase & Co., Goldman Sachs Group Inc. and other lenders in the start to third-quarter corporate earnings season.
彭博利空AI 评分3232 Chipmakers Under Pressure; Saudi Arabia Intercepts Missiles
A selloff in chipmakers drag US equity futures down ahead of bank earnings. Saudi Arabia intercepted more ballistic missiles launched by Yemen's Houthis, targeting Riyadh and Khamis Mushait. Nandan Nilekani of Infosys speaks exclusively with Bloomberg's Shery Ahn at the Bloomberg New Economy Forum i
CNBC利空AI 评分3333 Jim Cramer's top 10 things to watch in the stock market Tuesday
The chip stock rout seems to know no end. But earnings from Club names Goldman Sachs and Wells Fargo are all better than expected.
路透社利空AI 评分2626 Nasdaq falls ahead of earnings, economic data while oil rallies - Reuters
Nasdaq falls ahead of earnings, economic data while oil rallies Reuters
MarketWatch利空AI 评分1212 Six Flags’ stock slumps near 52-week lows after fatal accident
A fatal accident on a Six Flags Entertainment roller coaster sent shares of the amusement-park operator near the lowest level of the year.
彭博利空AI 评分3636 Chip Selloff Deepens Before Wall Street Earnings
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
彭博利空AI 评分3939 Record Share of Investors Shun French Stocks, BofA Survey Shows
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.
路透社利空AI 评分1818 S&P 500, Dow futures muted after big bank earnings, chip slide weighs - Reuters
S&P 500, Dow futures muted after big bank earnings, chip slide weighs Reuters
MarketWatchAI 评分1717 Options traders expect wild stock-market swings beginning later this month. Here are 4 things to watch.
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.
彭博AI 评分3434 Hong Kong Investigates IPO Rigging, Suspends Baicha Stock
Hong Kong’s securities watchdog is investigating a suspected case of rigging an initial public offering to create a false impression of demand.
彭博AI 评分5050 人工智能相关股票抛售拖累新兴市场股指，亚洲科技中心货币走弱
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。
彭博利空AI 评分3030 Cracks Grow Across the AI Trade as Memory-Chip Stocks Tumble
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.
路透社利空AI 评分2020 'Brutal session' for chip stocks shows AI trade is turning - Reuters
'Brutal session' for chip stocks shows AI trade is turning Reuters
路透社AI 评分99 BlackRock cools on US stocks, turns bullish on short-dated Treasuries - Reuters
BlackRock cools on US stocks, turns bullish on short-dated Treasuries Reuters
量子位AI 评分1414 中国车企反攻德系车心脏！巴黎车展国产品牌独占三成，大众CEO连忙呼吁抱团迎战
宝马保时捷缺席
MarketWatch利空AI 评分3636 Was Broadcom CEO bullish or bearish on AI? ‘Gamblers’ comment creates storm
The comments made by Broadcom’s CEO at a conference in Singapore have been cited as a reason for microchip stocks’ slumps on both Monday and Tuesday.
彭博AI 评分2929 Indian IT Stocks Set for Best Day in 17 Months On AI Selloff
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.
CNBC利好AI 评分2727 U.S. Treasury yields fall as energy prices pull back
Bond yields fell on Tuesday as investors await more economic data releases this week.
卫报利空AI 评分3333 Chip stocks slide after Broadcom boss likens AI investing to ‘casino’
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
彭博利空AI 评分2929 Nidec Shares Hit Decade Low as Delisting Risk Mounts
Shares of scandal-hit Nidec Corp. fell 6.6% on Tuesday to their lowest level since July 2016 amid concerns about the risk of delisting.
IT之家AI 评分4343 江淮汽车今日股价最高涨超 9%，尊界 V800 制动踏板检测说明公布
江淮汽车今日股价直线拉升，最高涨超 9%；截至IT之家发文，涨超 5%，总市值约 525 亿元。《尊界 V800 制动踏板检测情况说明》显示，第三方检测机构检验后认定其符合行标 QC/T 788-2018 要求，加严至纵向力 3000N 后未出现裂纹和损坏。
Business StandardAI 评分1616 Q2 results today: Hero Motors, Tata Elxsi, 20 others to report earnings
Q2FY27 results today: Hero Motors will report its first quarterly results since its stock market debut last month
彭博AI 评分99 Mike Bloomberg Opens the 2026 New Economy Forum
Michael R. Bloomberg, Founder, Bloomberg L.P. & Bloomberg Philanthropies welcome delegates to the 2026 Bloomberg New Economy Forum in New Delhi. (Source: Bloomberg)
路透社利好AI 评分1515 Indian shares rise, led by IT gains after strong HCLTech earnings - Reuters
Indian shares rise, led by IT gains after strong HCLTech earnings Reuters
Business Standard利空AI 评分4747 CY26外国证券投资者（FPI）资金流出创纪录，超过3万亿卢比，接近2025年总额两倍
FPIs在近几个月加大了抛售力度。9月卖出价值35,861 crore 卢比的股票，截至10月12日又卖出47,417 crore 卢比。
路透社利空AI 评分3737 Asian stocks dive on AI jitters ahead of US bank earnings - Reuters
Asian stocks dive on AI jitters ahead of US bank earnings Reuters
Business StandardAI 评分2323 Stock Market LIVE: GIFT Nifty signals positive open; KOSPI tumbles over 6%; Brent below $106
Sensex Today | Stock Market LIVE Updates Tuesday: The GIFT Nifty indicated a positive open for the Nifty50. Asian markets were trading sharply lower as technology shares fell