Noticias y sentimiento

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

Why are investors freaking out about Big Tech's booming AI capex? - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMivAFBVV95cUxPbXdzVmRjS1BDY25Fa3hTWVlXclVIQzkxblFXVWNqdTkxd1BfWHg3aHlUVFo3MDJVQ0pPWVZVR0ZYbUxtM3VkSlMtaTdpLWctR0xldEUyQ0hUd0Z4dXh1QTVIcEFPZjF3Qm1hOUxJcmQ4WnNFRUgyQWFwZE5MQU1lSms3cHY4M2t4VmpqbmQxbFd1N29scUxoVkRyZ200YXB0QTVvbnpEZHVBRnIySEt4bGFfM1lDenpCWjkyRA?oc=5" target="_blank">Why are investors freaking out about Big Tech's booming AI capex?</a>&nbsp;&nbsp;<font color="#6f6f6f">Yahoo Finance</font>

Market Triggers Sell Signal; Huge Earnings, Iran, Fed In Focus - Investor's Business Daily

代币化天气衍生品被视为加密重要实际用例

'The AI trade is still on': Wall Street sees Big Tech's spending as positive for semiconductor stocks - Yahoo Finance

AI交易持续，科技支出利好半导体股，华尔街看好。

Corporate America is the most optimistic it's been in 15 years — but the market's still stuck: Chart of the Day - Yahoo Finance

美国企业15年来最乐观，但市场停滞。

Earnings playbook: Apple and other megacaps lead busiest week of the season - CNBC

财报季最繁忙一周，苹果等大盘股领衔

Capital Economics Warns Foreign Buying Boom Could Signal Risks for the S&P 500 - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMipgFBVV95cUxOSWVGU05ud3BGbnBPUmZxQllEX0hVakxMVWNMOHhDcWFuaGN4Y0NGajRma3dLSDUyUVNYMWRhZFlwbUhTeThUYVFXVS1VYThWb1JVR0JSZkpqRUgzbVJ1d1RJTWRrLXlId0ZHRTFMZktmOXNUclR4Z3ppOVJwMlJMZ2NJQUZMSGVKNXpiRDBnb2pPR0JaZk8wbUNkNDZ5YmdxTDl2SkNR?oc=5" target="_blank">Capital Economics Warns Foreign Buying Boom Could Signal Risks for the S&amp;P 500</a>&nbsp;&nbsp;<font color="#6f6f6f">Yahoo Finance</font>

Warren Buffett's Successor, Greg Abel, Tripled Berkshire's Stake in This Megacap AI Stock (Hint: Not Apple) - The Motley Fool

<a href="https://news.google.com/rss/articles/CBMimAFBVV95cUxQYmZxZi0yekNLVVBHZDByVHFGLTBtV3JZZlRYdTFmd1M5MzdHcG9GR3NodkI0QmxoZ1pjamZVLVAwdGNqSjlzcHV0aGNvR1pWcW9OaHlEVTNKajVIQkNUMmVWS083MmJwcWtiX1NnWGlfc2Uwc2tra3RDQ2tZa2dHbGtlT0hRV2hhQmlKbmtNZ0gteEhLWEMwbQ?oc=5" target="_blank">Warren Buffett's Successor, Greg Abel, Tripled Berkshire's Stake in This Megacap AI Stock (Hint: Not Apple)</a>&nbsp;&nbsp;<font color="#6f6f6f">The Motley Fool</font>

Investors Don’t Want to Scrap Quarterly Reports. Companies Should Think Twice. - WSJ

投资者不赞成取消季报，建议公司慎重考虑。

A top fund manager unpacks why he's sticking with AI infrastructure, and flags 2 lesser-known stocks he's betting on - Business Insider

顶级基金经理看好AI基础设施，点名两只潜力冷门股。

5 big analyst AI moves: Several top picks named into Q2 earnings - Investing.com

去杠杆政策信号或影响市场风格再平衡

1 Growth Stock Down 36% in 2026 to Buy and Hold - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMikAFBVV95cUxQNFVGYkF4OXNuNko5dTRoYkRuZ0tZV3NxQWd0T2xUcFB5aXJLcWxaWm9zVDhKU0FLc3VZU1ByV0Qxb0dka2E2MnZNcmdQdWRkZXJPNkFuenhZdmFPSm5XYUVBSy1PMjdoQ1ZkUy11RmJKQUptX3Y3Z3oxY3EzWHBNNFpnM0ozd2NHamJHMENxZ2c?oc=5" target="_blank">1 Growth Stock Down 36% in 2026 to Buy and Hold</a>&nbsp;&nbsp;<font color="#6f6f6f">Yahoo Finance</font>

Prediction: Palantir Stock Will Drop to This Price After Aug. 3 - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMiowFBVV95cUxNM215bkhPT3NtSm5OOE1RVTFicE5qYnJ5V080TkFZVGN5dFN3WjB5YVM5WGJxLWRnYlZfYWtSdTdBUzhLNm81SkM2SzdZdjR5YTNRVGttV2VtajVOaXRRUWd1bkVzQkQ1aGxsQVM2ZURoWm4yYmFoSUZWNTN1Umgzd2FUNTRNRDJ5cWFFeE43SGFQMWR3Uk1IbjZfTl84aHZrNEI4?oc=5" target="_blank">Prediction: Palantir Stock Will Drop to This Price After Aug. 3</a>&nbsp;&nbsp;<font color="#6f6f6f">Yahoo Finance</font>

Stock market showdown: who wins the IPO war for Israel’s defense giants? - Ynetnews

以太坊ETF周线收跌，终结连续流入。

SK Hynix’s US share premium flashes another AI bubble warning - Investing.com

股市杠杆风险警示，强调风控底线，避免悲剧重演。

President Trump's Strait of Hormuz Blockade Pushed the S&P 500 Down 0.79% - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMipwFBVV95cUxOUVVqWm9LNzI5em4xeVY0YjJxSG9QTldfdU1EVDRtcVpEQzRIMXVWTE9BWVRxMHhldWk0c0VyeVlxOFBFaHdOZHctbHlLbWZLcm95ZEMwMmxmbk9pZlJGRVpYLThra0dEdF81WU5iWkhuTHlNd3M4dTU1X3hXNHNNOWQ0a21vZWlBeVljSnJuc21DTkNaSlpOZkdGZmlpZ3Bod0ZZdURkMA?oc=5" target="_blank">President Trump's Strait of Hormuz Blockade Pushed the S&amp;P 500 Down 0.79%</a>&nbsp;&nbsp;<font color="#6f6f6f">Yahoo Finance</font>

Investors use crypto exchanges to avoid Beijing’s controls on AI stocks - Financial Times

投资者用加密货币交易所规避北京对AI股票的控制

Investors use crypto exchanges to avoid Chinese controls on AI stocks - Financial Times

投资者通过加密交易所规避中国对AI股的控制

Net Worth Update: Representative Robert Bresnahan Made an Estimated $418.6K in the Stock Market Last Month - Quiver Quantitative

<a href="https://news.google.com/rss/articles/CBMi2wFBVV95cUxOVTE2Yk80RzFGV3VhYmN4Rmx2ZkhFVzlYWlp4MElmMTY4SzY2XzhncE5iNGtDQVJ3cjE1LUl5bHJ3SGdLRm1CdFNlTHp0cVlNdEoyalpNLV9NQzhuQWNvX19vckFEdHFoTl9SbE9JSTZkOGltSW1wektBTGFqSHlQQmpuZkNVbW5MVDVIYzlPWkpPMWc0OFpFNHBLQ0hlN1haVzVaMTROTkk0MGRtekJHX3hDWmZTdVVtcXBWblZ2OTBVME1pclVXVHZveGhVMTlMYVdhbmhHUG5hNTQ?oc=5" target="_blank">Net Worth Update: Representative Robert Bresnahan Made an Estimated $418.6K in the Stock Market Last Month</a>&nbsp;&nbsp;<font colo

Another Bubble Warning: Paying More for the Same Stock in Different Places - WSJ

WSJ警告泡沫，同一股票不同市场价差大，利空市场情绪