股市新闻

特朗普称应中东多国领导人请求推迟“原定于明日对伊朗的袭击”

Trump says he's postponing 'scheduled attack of Iran tomorrow' at Middle East leaders' request

The postponement of the strike on Iran is seen as a temporary pause rather than a resolution, with markets likely …

西捷领导内存抛售，首席执行官表示新建工厂“耗时太长”

Seagate leads memory sell-off as CEO says it would 'take too long' to build new factories

Panelists agree that Seagate's decision not to build new factories reflects capital discipline, but there's debate on whether this strategy …

肯塔基州共和党人托马斯·马西成为特朗普复仇之旅的下一个目标

Kentucky Republican Thomas Massie is Trump revenge tour's next target

The panel discusses the implications of Trump's endorsement and funding in the Kentucky primary, with most agreeing that a Massie …

英伟达看涨派面临盈利报告前的艰难战役

Nvidia bulls mount uphill battle into earnings

Despite bullish options activity, NVDA's history of post-earnings declines and potential supply constraints pose significant risks, while the elevated implied …

为什么顾问们押注于人工智能基础设施而非应用

Why Advisors Are Betting on AI Infrastructure Over Apps

Despite risks such as stranded assets, utility trap, and policy risks, the panel largely agrees that AI infrastructure can be …

大多数退休人员搬到“更便宜”的城市时，不会预见到这 5 笔开销。以下是如何做好准备

Most retirees don't see these 5 expenses coming when they move to a ‘cheaper’ city. Here's how to get prepared

The discussion highlights the complexities of retirement relocation, with valid points on both sides. While there are potential savings in …

汇丰银行上调2026年和2027年白银预测，但警告上涨空间可能有限

HSBC Raises Silver Forecasts for 2026 and 2027 but Warns Upside May Be Limited

The panel largely agrees that HSBC's revised silver price forecasts are bearish, driven by a shrinking deficit and softening demand, …

Cerebras 股票开盘飙升，但与英伟达和 AMD 相比仍有很长的路要走。

Cerebras Stock Opened Trading with a Wild Rally. It Still Has a Lot of Runway Before It Catches Up with Nvidia and AMD.

The panel consensus is bearish on Cerebras' (CBRS) valuation, with key concerns being its lack of proven, sustained revenue, the …

马克·库班：“我输了。” 在向他最初的85个“创智赢家”投资项目投入2000万美元后，这些项目亏损了

Mark Cuban: 'I’ve gotten beat.' After investing 20M into his first 85 Shark Tank investments they lost money

The panel agrees that the article misrepresents Mark Cuban's Shark Tank portfolio as a cautionary tale for retail investors, while …

分析师报告：瓦莱罗能源公司

Analyst Report: Valero Energy Corp

Valero Energy's (VLO) valuation concerns persist due to potential margin compression from Asian mega-refineries and regulatory shifts. While VLO's heavy …

Market Update: HWM, CSCO, ITRI, VLO, XYL, GEHC

The panel is bearish on the market due to higher borrowing costs compressing multiples for growth names and potential margin …

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The One Social Security Document You Need Before Age 55 to Recover $96,000 in Lifetime Benefits

The panel generally agrees that while Form SSA-7008 offers a potential fix for missing self-employment earnings from the 1990s, the …