News & Sentiment

Big Tech earnings slam into a market in revolt over AI spending - Fortune

智元营收高速增长，冲刺港股上市，利好股价。

Micron vs. Sandisk: Which Stock Is the Better Buy for the Memory Boom? - The Motley Fool

分析美光与闪迪在存储繁荣中的投资价值比较

Hayward (HAYW) Stock May Be 15% Undervalued After Permit News - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMilAFBVV95cUxNN281alZuNTRHQ0RBdE1JZmhnci1mYVgwSlNYclJ6eWJMcHM3b0dQTFZQazAxTWlQR1RGTkxrQmRQLUlxaDJvWDl2eTllOTZwZW4xQy1uMTZ3YzZTR19mVGFudFFrSTBfWHYtQjhXVUpHYlRNMTJiNDRpaElHMHhHX1haWG1MMTdrSXpRS1RuaDZCMGFH?oc=5" target="_blank">Hayward (HAYW) Stock May Be 15% Undervalued After Permit News</a>&nbsp;&nbsp;<font color="#6f6f6f">Yahoo Finance</font>

If I Were Starting Over With $500 to Invest, I'd Begin by Building a Portfolio Around This Unstoppable Stock - Yahoo Finance

推荐围绕一只强势股构建投资组合，看好其前景。

Warren Buffett's "Playing With Fire" Warning Is Back: Here's What History Says Happens Next for Stocks, and What Investors Can Do About It - Yahoo Finance

巴菲特发出玩火警告，历史显示股市后续可能下跌

U.S., Iran Reportedly Seek Deal; How Will Futures Respond? - Investor's Business Daily

美伊寻求协议，降低地缘风险，利好期货

Magnificent 7 Trade Is Broken — Here’s Where Smart Investors Should Look Next - Yahoo Finance

七巨头交易模式破裂，需关注其他机会

Jamie Dimon Says Stock Valuations Are Too High. But That Shouldn't Change How You Invest. Consider These 3 ETFs. - The Motley Fool

戴蒙称估值过高但建议继续投资，并推荐三只ETF。

Stock Market Week Ahead: Mag 7 And The Fed — But It's All About The Cash - Investor's Business Daily

本周关注七大科技股和美联储，现金为王。

For Gen X investors, dotcom bubble haunts stock market portfolios closing in on retirement - CNBC

互联网泡沫阴影影响X世代退休投资组合

Shein files for Hong Kong IPO after profit drops despite revenue growth - Investing.com

希音利润下降仍申请港股上市，市场担忧估值压力

The Vanguard Total Stock Market ETF (VTI) Now Holds 18,738,438 Shares of SpaceX Stock. Here's What That Means for Investors. - The Motley Fool

VTI持有SpaceX股票，增加投资多样性。

4 sorta cynical things I think that are arguably bullish for stocks😞 - TKer by Sam Ro

认为有理由看涨股票

The Vanguard Total Stock Market ETF (VTI) Now Holds 18,738,438 Shares of SpaceX Stock. Here's What That Means for Investors. - Yahoo Finance

朝鲜逮捕涉嫌洗钱黑客，对加密市场影响中性。

There’s a technical ‘triple threat’ for stocks, but also places investors can hide - MarketWatch

股票面临三重威胁，但可寻找避险资产。

Big Tech Earnings Slam Into a Market in Revolt Over AI Spending - Bloomberg.com

市场对AI开支不满，大型科技股财报承压引发抛售

Saudi Arabia stocks lower at close of trade; Tadawul All Share down 0.34% - Investing.com

<a href="https://news.google.com/rss/articles/CBMixgFBVV95cUxQMnF4Uy1PRzAxdEhMRWw1V0RBc09WalpLYVMybWlSUkk1TUo1SEZESU5TcVZPWVBWSFdFa2xaVmpiQ3AwR0d2OTdtX3Ezam5rdVN2bExURExGcnhOYV9iSy1ZWDhHSzBKVndjR2hZV0VPOGFKaE80NVF0bVRIOFpSRmhQVE1JN0xlaHZrNHhCOVpIbTU1aFJ5VW1wSnZJc2tfWkJPdXVEaHE0c19rQUJDTUxlaDg4d1l6SG10Z3ZYYlZvY0k0N1E?oc=5" target="_blank">Saudi Arabia stocks lower at close of trade; Tadawul All Share down 0.34%</a>&nbsp;&nbsp;<font color="#6f6f6f">Investing.com</font>

Companies with aggressive buybacks have lagged the S&P 500 in the AI era - Investing.com

积极回购股票的公司表现落后于标普500指数

What to Expect in Markets This Week: Amazon, Apple, Meta and Microsoft Earnings; Fed Interest Rate Decision - Investopedia

本周聚焦亚马逊、苹果等财报和美联储利率决议，市场等待方向。

The Treasury market is sending Fed Chair Kevin Warsh a clear warning about rates - MarketWatch

国债市场向美联储发出利率警告，市场担忧