Doug McMillon, chief executive officer of Walmart Inc., during the 2024 CES event in Las Vegas, Nevada, US, on Tuesday, Jan. 9, 2024. David Paul Morris | Bloomberg | Getty Images ...

消费者趋势与零售前景 - 高收入消费者开始寻求折扣，年轻消费者正在收紧开支 [2] - 尽管存在例外，如Coach和瑞士鞋履品牌On在所有消费者群体中均实现增长，但消费者的支出收缩可能预示着未来假日零售季将面临挑战 [3] - 投资者将从下周沃尔玛、Target、Gap和家得宝等大型零售商的财报中获取更多信息 [3] 住房市场与劳动力动态 - 10月份新止赎案件数量同比跃升20%，可能预示着疫情后一直异常紧张的住房市场出现裂痕 [4] - 波音防务工人投票批准新合同，结束了自1996年以来的首次罢工，为期三个多月的罢工延迟了波音F-15战斗机的生产 [5] - 新协议包括增加前期奖金和五年内24%的工资增长 [6] - 星巴克咖啡师在数十个城市开始罢工，恰逢该咖啡连锁店的重要销售活动“红杯日” [6] 退休储蓄政策调整 - 美国国税局将401(k)计划的员工递延限额提高1,000美元至24,500美元 [8] - 个人退休账户和罗斯IRA的限额在2026年各提高500美元至7,500美元 [8] - 国税局还提高了401(k)计划的追加缴款限额，并提高了罗斯IRA的缴款收入门槛 [9] 市场专家观点 - 摩根大通资产与财富管理公司首席执行官认为人工智能应被视为机遇而非潜在危机，并称人工智能泡沫论是一个“疯狂的概念” [11] - Coatue Management创始人认为首次公开募股市场“完全崩溃”且“无法修复”，并指出与过去几十年相比，IPO数量“非常少” [11]

CEO of cryptocurrency platform Coinbase Brian Armstrong attends a reception at Buckingham Palace, in central London, on November 27, 2023 to mark the conclusion of the Global Investment Summit (GIS). (Photo by Daniel LEAL / POOL / AFP) (Photo by DANIEL LEAL/POOL/AFP via Getty Images)Elon Musk has been pushing hard for companies to exit Delaware and reincorporate elsewhere, following the lead of his companies Tesla and SpaceX. Coinbase became the latest to take the leap, announcing this week that it was movi ...

D.R. Horton signage stands in front of homes under construction at the Eastridge Woods development in Cottage Grove, Minnesota.A version of this article first appeared in the CNBC Property Play newsletter with Diana Olick. Property Play covers new and evolving opportunities for the real estate investor, from individuals to venture capitalists, private equity funds, family offices, institutional investors and large public companies. Sign up to receive future editions, straight to your inbox.D.R. Horton, the ...

Flags with the logos of Danish drugmaker Novo Nordisk, maker of the blockbuster diabetes and weight-loss treatments Ozempic and Wegovy are pictures while the company presents the annual report at Novo Nordisk in Bagsvaerd, Denmark, on February 5, 2025.A leadership shakeup at what was once Europe's most valuable company is likely to be cemented Friday as Novo Nordisk's controlling shareholder tightens it's grip on the weight-loss drugmaker, even as minority shareholders express discontent.Novo has found itse ...

Traders work on the floor of the New York Stock Exchange (NYSE) on Nov. 13, 2025 in New York City.U.S. markets had their worst day since Oct. 10. That marks a sharp reversal for the Dow Jones Industrial Average, which shed 1.65% to settle at 47,457.22, a day after it closed above 48,000 for the first time. Meanwhile, the S&P 500 lost 1.66% and the Nasdaq Composite tumbled 2.29%.The slump in stocks can partly be traced to a turnaround in sentiment regarding artificial intelligence. Tech behemoths such as Nvi ...

Tan Su Shan, chief executive officer of DBS Group Holdings Ltd., speaking at the Singapore Fintech Festival in Singapore, on Nov. 12, 2025.SINGAPORE - Amid fears of an artificial intelligence bubble, much has been made of recent reports suggesting that AI has yet to generate returns for companies investing billions into adopting the tech. But that's not what the chief executive of Southeast Asia's largest bank is seeing — she says her firm is already reaping the rewards of its AI initiatives, and it's only ...

Traders work on the floor of the New York Stock Exchange (NYSE) on Nov. 13, 2025 in New York City.U.S. markets had their worst day since Oct. 10. That marks a sharp reversal for the Dow Jones Industrial Average, which shed 1.65% to settle at 47,457.22, a day after it closed above 48,000 for the first time. Meanwhile, the S&P 500 lost 1.66% and the Nasdaq Composite tumbled 2.29%.The slump in stocks can partly be traced to a turnaround in sentiment regarding artificial intelligence. Tech behemoths such as Nvi ...

Goldman Sachs on Thursday strongly backed its top lawyer, Kathy Ruemmler, a day after a congressional committee released her chummy emails with notorious sex offender Jeffrey Epstein before she joined the investment bank.Those emails feature Ruemmler, who served as White House counsel to former President Barack Obama, and Epstein exchanging thoughts about President Donald Trump, former President Bill Clinton, Facebook founder Mark Zuckerberg, and overweight highway rest stop patrons."See you at 2, I ordered ...

Philippe Laffont, founder and portfolio manager of Coatue Management, speaks during CNBC's Delivering Alpha event in New York City on Nov. 13, 2025.Hedge fund manager Philippe Laffont sounded a stark warning about the state of the U.S. IPO market, arguing that the ecosystem for taking companies public has deteriorated significantly.Coatue Management's founder and portfolio manager said the market today bears little resemblance to the vibrant IPO pipeline of prior decades."The IPO market is completely broken ...