股市新闻
最新财经新闻 · 更新于 五月 26, 2026
华尔街重新看好 CoreWeave 股票。长期需求正在提供帮助。
Wall Street Is Warming Back Up to CoreWeave Stock. Long-Term Demand Is Helping.
The panel consensus is bearish on CoreWeave (CRWV), citing high customer concentration, potential margin compression due to pricing power asymmetry, …
D-Wave副总裁Sophie Ames出售437,000美元股份：QBTS股票夜间趋势
D-Wave Vice President Sophie Ames Sells $437,000 Worth Of Shares: QBTS Stock Is Trending Overnight
The panel consensus is bearish on QBTS (D-Wave) due to high cash burn, unproven commercial scalability, and uncertainty around CHIPS …
Bloom Energy股票可能会继续上涨。原因如下。
Bloom Energy Stock Could Continue Rising. Here’s Why.
The panel is largely bearish on Bloom Energy (BE), citing concerns about operating losses, capital intensity, execution risks, and unproven …
沃尔玛吞下1.75亿美元燃油成本的打击，以保护消费者——如今它警告通胀将继续上行
Walmart Eats $175 Million Fuel Cost Hit To Protect Shoppers—Now It's Warning Of Inflation Ahead
Walmart's decision to absorb $175M in fuel costs to maintain market share and grow e-commerce is a double-edged sword. While …
特朗普的牛市创纪录新高，信心却跌至1970年代低点：总会出点什么事
Trump’s Bull Market at Record Highs, Confidence at 1970s Lows: Something Has To Give
The panel agrees that the divergence between consumer sentiment and equity performance is a significant concern, with most participants expecting …
俄罗斯扩大加密货币挖矿注册要求，纳入IP地址
Russia Expands Crypto Mining Registry Requirements to Include IP Addresses
Russia's new IP-address mandate for the Federal Tax Service mining registry is a regulatory tightening that primarily raises compliance costs …
礼来公司刚获得摩根士丹利的一项巨大信任投票——这完全是关于Mounjaro的
Eli Lilly Just Got a Huge Vote of Confidence From Morgan Stanley -- and It's All About Mounjaro
Panelists discuss Eli Lilly's (LLY) Mounjaro growth, with India sales resilience but limited revenue impact. Valuation at 38x forward P/E …
应研究的": RFK Jr 表示"特朗普妄想症"是"真实存在"
"It Should Be Studied": RFK Jr Says 'Trump Derangement Syndrome Is 'A Real Thing'
The panel discusses the potential market impact of RFK Jr.'s comments and Iran talks, with a focus on energy and …
配偶社保福利可能在 2027 年因生活成本调整 (COLA) 而达到一个重要里程碑
Spousal Social Security Benefits Could Pass a Significant Milestone in 2027 Thanks to the Cost-of-Living Adjustment (COLA)
Despite the projected $1,000 milestone in spousal benefits, the panel consensus is bearish due to the risk of tax clawbacks …
Karooooo：车队管理领域的强劲竞争者，仍有增长空间
Karooooo: A Strong Contender in Fleet Management with Room to Grow
Karooooo's growth story in fleet management SaaS is promising, but its high margins and switching costs may not be sustainable …
“下一个英伟达” 交易？为什么投资者突然关注英睿达（Advanced Micro Devices）、安臂（Arm Holdings）和马威尔科技（Marvell Technology）
The 'Next Nvidia' Trade? Why Investors Are Suddenly Watching Advanced Micro Devices, Arm Holdings, and Marvell Technology
The panel consensus is that while AMD, ARM, and Marvell may gain share in inference workloads, the dominance of Nvidia's …
帕兰蒂尔估值争议是否结束？为何一些分析师在Agentic AI时代看到86%的上涨？
Is the Palantir Valuation Debate Over? Why Some Analysts See 86% Upside in the Agentic AI Era.
Palantir's high valuation (67x sales, 155x earnings) relies on aggressive growth and successful pivot to Agentic AI, but faces risks …