特朗普诉讼案驳回事件 - 佛罗里达联邦法官驳回特朗普对《纽约时报》的15亿美元诽谤诉讼 称其起诉书"极不恰当且不可接受"并允许特朗普在28天内提交修改后版本[2] - 法官批评特朗普长达85页的起诉书过度赞扬总统并包含"多余指控" 实际法律诉讼内容仅出现在最后几页[2] - 法官要求修改后的起诉书不得超过40页 并强调诉讼必须"以专业和庄重的方式依照程序规则进行"[4] 诉讼涉及方及指控内容 - 诉讼被告包括《纽约时报》四名记者及企鹅兰登书屋 指控其出版"虚假 恶意且诽谤性"书籍《幸运失败者》[5] - 特朗普法律团队发言人表示将继续通过诉讼追究"假新闻"责任 并遵循法官关于程序 logistics 的指示[6] - 《纽约时报》发言人欢迎法官快速裁决 认为该起诉书是"政治文件而非严肃法律文件"[6] 法官法律观点 - 法官明确表示起诉书不是"谩骂和抨击的公共论坛" 也不是"公共关系扩音器或政治集会演讲台"[3] - 法官引用伦敦海德公园演讲角作为类比 强调法律文件的规范性要求[3]

E-commerce firm Pattern Group's co-founder and CEO David Wright, his co-founder, Chief Strategy Officer and wife Melanie Alder, and the staff members attend the company's IPO at the Nasdaq market in New York City, U.S., Sept. 19, 2025.Pattern Group, one of the leading resellers on Amazon, took the plunge into the public markets on Friday, and saw its stock slip in its Nasdaq debut.Trading under the ticker "PTRN," the stock opened at $13.50 after the company sold shares at $14 in its IPO, the middle of the e ...

半导体行业投资热度 - AI热潮和英伟达成功推动半导体行业成为市场最受关注领域 英伟达市值超过4万亿美元引发对标普500指数过度集中于少数科技股的担忧[1] - 华尔街正在寻找新方法创建更集中的芯片行业投资标的 适合具有激进倾向的投资者关注[1] 主要半导体ETF表现 - VanEck Semiconductor ETF (SMH)规模近300亿美元 年初至今上涨接近30% 投资组合覆盖全球供应链包括英伟达 GPU设计 台积电制造和ASML设备供应[2] - Vanguard标普500 ETF和SPDR标普500 ETF Trust (SPY)同期上涨约13% 显著低于半导体ETF表现[2] - iShares Semiconductor ETF (SOXX)和Invesco PHLX Semiconductor ETF (SOXQ)均提供略有不同的芯片行业投资敞口 吸引寻求集中投资芯片行业的投资者[5] 差异化投资策略 - SPDR S&P Semiconductor ETF (XSD)采用等权重方法 使Astera Labs和Credo Technology等小公司与英伟达或博通具有同等代表性[6] - 英伟达在该基金权重低于3% 远低于VanEck ETF的20%以上 Invesco ETF的12%和iShares基金约8%的权重[7] - XSD管理资产15.1亿美元 规模小于SMH或SOXX的140亿美元以上 但年初至今上涨约26% 表现优于iShares ETF[7] 特殊策略ETF - Invesco Semiconductors ETF (PSI)使用定制指数 根据价格动量 盈利动量 价值和其他因素选择从最大到最小市值的半导体公司[11] - 该基金通常包含一些可能未被大型ETF纳入的中型芯片设计商和制造商 适合寻求不受超大市值公司主导的投资敞口的投资者[12] - VanEck于8月27日推出Fabless Semiconductor ETF (SMHX) 专注于无晶圆厂芯片公司 英伟达作为第一大持仓权重超过18% 还包括Cadence Design Systems等纯无晶圆厂公司[13] 行业前景与需求 - 英伟达CEO黄仁勋称Blackwell平台是"世界一直在等待的下一代AI" 需求接近"非凡"水平[4] - 英伟达宣布向英特尔投资50亿美元共同开发数据中心和PC芯片 该公司最近获得特朗普政府10%股权投资作为国家安全事项[4] - 行业被认为处于"超级周期"的早期阶段 技术增长看好的投资者应在投资组合中添加更多半导体ETF[12][14]

美联储官员政策立场 - 美联储理事Stephen Miran认为特朗普关税不会对美国经济产生通胀影响 并指出2018-2019年期间同样持此观点且被证实正确[1] - Miran在联邦公开市场委员会会议中独持异议 反对降息25个基点 主张降息50个基点[2] - 其决策依据包括未发现进口密集型核心商品与整体核心商品通胀率存在差异 美国与其他国家核心商品通胀趋势也无明显差别[2] 通胀形势与政策预期 - 多数指标显示当前通胀水平高于美联储2%的目标 委员会预测直到2028年才能回归该目标水平[3] - Miran预计下半年经济增长将更强劲 认为上半年受贸易和税收政策不确定性拖累导致增长弱于预期[3] - 强调移民政策变化将产生反通胀效应 关闭边境和负债务迁移将对 shelter价格产生下行压力[4] 人事任命与任期安排 - 参议院于政策会议前一日确认Miran担任美联储理事会成员 接替前理事Adriana Kugler的席位[4] - 任期将持续至2026年1月31日 期间将从白宫经济顾问委员会主席职位留职停薪而非完全辞职[5]

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Friday's key moments. 1. Stocks were mixed Friday, a day after the S & P 500 and Nasdaq hit fresh all-time highs yet again. Sitting out the strong week for Wall Street is the Club's newest position in Boeing . Shares of the aerospace giant slipped again Friday, continuing a rough September that's put the stock about 10% off its recent highs. We look at the pullback as a buying oppor ...

Years of severe drought cost the Panama Canal a significant amount of its liquified natural gas trade. Restrictions on vessel weights due to low water levels sent LNG tankers on other shipping routes, and led to a decline in LNG transits through the canal that reached as high as 73%. Even as conditions have improved, LNG shipments have not returned to previous levels, with carriers continuing to choose the longer route around Africa's Cape of Good Hope."I think it's going to be helpful for them to schedule ...

Federal Reserve Governor Stephen Miran told CNBC on Friday that he spoke only briefly to President Trump before this week's interest rate decision and was not pressured on how to vote.Miran, who voted against the quarter percentage point reduction in favor of a move twice that size, said he made his decision independently."He called me Tuesday morning to congratulate me, and that was it," the central banker said during a "Squawk on the Street" interview. "I did not talk to him about how I vote. I did not ta ...

As Paramount Skydance prepares a bid for Warner Bros. Discovery, CNBC's David Faber reported Friday an offer could land in the range of $22 to $24 per share.Faber, citing sources, cautioned that price range was speculative and that an offer could come later than previously expected.WBD shares gained about 1.5% Friday morning to trade around $19 apiece.Last week, CNBC reported the newly merger Paramount Skydance was preparing a largely cash offer for Warner Bros. Discovery, potentially preempting a split of ...

In this articleWMTwatch nowWalmart's online marketplace has become a key part of its strategy to grow profit faster than sales and better compete against its longtime rival, Amazon.As the largest U.S. retailer with more than 4,600 locations nationwide, growing sales online is also critical for its future.But a CNBC investigation found Walmart's digital boom came as it made it easier for third-party sellers to join and sell on its marketplace, a strategy that has come with a cost.Some consumers have received ...

产品定价策略 - 苹果CEO明确表示最新iPhone型号价格上涨与特朗普关税计划无关[1] - iPhone 17 Pro型号价格上涨100美元 同时维持入门级手机价格不变[2] - 公司推出替代Plus型号的Air型号 定价更高[2] 供应链调整措施 - 为规避关税 苹果将供应链转向从印度和越南等低关税国家进口iPhone[3] - 公司历史上主要在中国生产产品[3] - 承诺至少投入6000亿美元加强美国制造业和支持供应商[3] 财务影响与成本 - 在6月季度 公司因关税相关成本遭受8亿美元损失[3] - 尽管CEO试图规避关税 许多分析师仍普遍预期价格上涨[2] 市场竞争与技术创新 - 公司面临人工智能推广缓慢的质疑以及中国等国际市场日益激烈的竞争[4] - CEO表示手机中"处处都有AI" 只是不这样称呼[4]