股市新闻

最新财经新闻 · 更新于 七月 27, 2026

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特朗普表示 Makary 已出任 FDA 专员,原因是行业和白宫的反弹

Trump says Makary is out as FDA commissioner, following industry and White House backlash

The departure of Dr. Robert Califf (Makary) and the appointment of Kyle Diamantas as acting commissioner introduce significant uncertainty and …

CNBC · 五月 12, 2026
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Hegseth称特朗普无需国会即可重启对伊打击

Trump doesn't need Congress to restart Iran strikes: Hegseth

The panel agrees that the administration's assertion of Article 2 supremacy over the War Powers Resolution introduces geopolitical risk, with …

CNBC · 五月 12, 2026
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Waymo召回3,800辆自动驾驶出租车,因故障导致部分车辆“驶入积水区”

Waymo recalls 3,800 robotaxis after glitch allowed some vehicles to 'drive into standing water'

While the recall is seen as routine by some, the consensus is that it highlights Waymo's struggle with environmental unpredictability …

CNBC · 五月 12, 2026
OSK
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公司在最高法院裁决后开始获得关税退款

Companies start getting tariff refunds after Supreme Court decision

The panel agrees that the $35.46B tariff refunds provide near-term liquidity boost for import-heavy manufacturers like Oshkosh (OSK), but they …

CNBC · 五月 12, 2026
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参议院确认沃什为美联储理事,为主席投票铺平道路

Senate confirms Kevin Warsh as Fed governor, clears way for chair vote

Warsh's confirmation signals a potential policy shift, with a mix of dovish (lower rates) and hawkish (balance sheet normalization) signals. …

CNBC · 五月 12, 2026
GM
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被解雇的通用汽车员工描述了不祥的会议、人工智能和遣散费

Laid off GM employees describe ominous meeting, AI and severance

GM is undergoing a significant organizational shift, aiming to trim legacy IT roles and invest in AI and autonomous vehicle …

CNBC · 五月 12, 2026
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2027年社会保障生活成本调整金可能更高,因为通货膨胀上升,新估计发现

Social Security COLA for 2027 may be higher as inflation rises, new estimates find

The panel agrees that the projected 3.9% to 4.2% COLA hike, while providing a nominal income boost for retirees, creates …

CNBC · 五月 12, 2026
QCOM INTC ON SWKS
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高通股价下跌13%,芯片股从人工智能驱动的创纪录反弹中回落

Qualcomm drops 13% as chip stocks pull back from record AI-driven rally

The panelists agree that the 13% drop in QCOM is primarily due to macro headwinds and a shift in AI …

CNBC · 五月 12, 2026
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2.6 百万名学生贷款借款人在 2026 年初陷入违约:纽约联邦储备银行

2.6 million student loan borrowers fell into default in early 2026: New York Fed

The panel agrees that the surge in student loan defaults, concentrated in older borrowers and Southern states, poses a significant …

CNBC · 五月 12, 2026
CME
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市场在发布强劲通胀报告后提高了美联储加息的可能性

Markets raise chances for a Fed rate hike following hot inflation report

The panel agrees that energy-driven inflation is transitory, but there's disagreement on the Fed's response. While some argue for a …

CNBC Markets · 五月 12, 2026
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花旗银行的曼斯伊表示美国股市表现优于其他市场的趋势还有继续的空间

Citi’s Manthey Says US Stock Outperformance Has Further to Run

The panelists debated the sustainability of US tech outperformance, with concerns raised about extreme valuation compression risk, concentration risk, and …

Yahoo Finance · 五月 12, 2026
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债券交易员们为美联储鲍威尔时代结束前的通胀数据做准备

Bond Traders Brace for Inflation Data as Fed’s Powell Era Ends

The panel is bearish on long-duration Treasuries, citing risks of a more hawkish Fed under incoming chair Warsh, geopolitical tensions, …

Yahoo Finance · 五月 12, 2026