股市新闻

超微公司联合创始人因涉嫌 25 亿美元英伟达芯片走私案被捕

Super Micro Co-Founder Arrested In Alleged $2.5 Billion Nvidia Chip Smuggling Scheme

The panel consensus is that the indictment of Super Micro's co-founder poses a significant risk to the company's survival, with …

Wedbush 刚刚将其对美光科技股票的目标价提高了 56%，在 3 月 18 日之前。您现在应该购买它吗？

Wedbush Just Raised Its Price Target on Micron Stock by 56% Ahead of March 18. Should You Buy It Now?

The panel consensus is bearish on Micron's (MU) current valuation, with key concerns being its low market share in high-margin …

NASA 可能缩小波音的月球任务角色，同时将 SpaceX 核心火箭责任移交。

NASA May Shrink Boeing's Moon-Mission Role While Handing SpaceX Core Rocket Responsibilities

NASA's shift from SLS to Starship for crew transport is risky due to Starship's lack of human-rating certification and flight …

为什么根据Reddit，Mastercard (MA) 现在是投资的最佳合乎伦理的公司之一

Why Mastercard (MA) is One of the Best Ethical Companies to Invest in Now According to Reddit

Mastercard's acquisition of BVNK for $1.8B is strategically significant as it bolsters stablecoin infrastructure and positions the company to capture …

明尼苏达审计：州机构“意外”阻止对自闭症服务回扣调查

Minnesota Audit: State Agency 'Accidentally' Blocked Kickback Investigation Into Autism Services

The panel generally agrees that the Minnesota autism-services program exhibits signs of mismanagement and potential fraud, with real fiscal consequences …

TD Cowen Lifts PT on Micron Technology (MU) to $500 From $450 – Here’s Why

The panelists have mixed views on Micron's (MU) future, with some flagging potential overvaluation and others seeing opportunities in the …

奥巴马法官裁定亚拉巴拉州课堂内张贴十诫违反宪法

Obama Judge Strikes Down Ten Commandments In Arkansas Classrooms

The panel agrees that the recent ruling on Ten Commandments displays in schools creates legal and political uncertainty, with potential …

为什么生物技术卷土重来：IBT 投资组合经理的观点

Why biotech is back: IBT portfolio manager’s view

The panel is divided on the outlook for IBT's performance, with concerns around deal structures, cost of failure, and interest …

ServiceNow (NOW) 被 BNP Paribas 从中性评级上调至优于大盘评级 – 原因如下

ServiceNow (NOW) Gets Upgraded to Outperform From Neutral by BNP Paribas – Here’s Why

Panelists generally view the Carahsoft partnership as a positive but incremental development for ServiceNow, with distribution benefits offset by potential …

美国加速向海湾地区转移数十亿美元“紧急”军火，绕过国会

US Fast-Tracks Billions In 'Emergency' Arms Sales To Gulf, Bypassing Congress

The panel agrees that the $16B+ in emergency Gulf arms sales signals sustained defense needs in the region, benefiting contractors …

Salesforce (CRM) 宣布启动有史以来规模最大的 250 亿美元加速股票回购计划。

Salesforce (CRM) Announces Commencement of Largest-Ever $25 Billion Accelerated Share Repurchase

The panel is divided on Salesforce's $25B accelerated share repurchase (ASR). While some see it as a signal of management …

所有关于法定美元的喧嚣

All This Fuss About A Fiat Dollar

While the panel agrees that the USD's reserve currency status provides resilience, they also highlight risks such as domestic purchasing …