"The overall set-up is reminiscent of September 2024 when rates were doing the same thing for the same reasons ahead of Fed meeting with a virtual 100% chance of a rate cut," said Matthew Graham, chief operating officer of Mortgage News Daily. "Back then, mortgage rates moved paradoxically higher after the Fed rate cut. The same thing could happen this time, but it's by no means guaranteed."The average rate on the 30-year fixed mortgage dropped 12 basis points from Monday to 6.13%, according to Mortgage New ...

New York Attorney General Letitia James holds a press conference following a ruling against former U.S. President Donald Trump ordering him to pay $354.9 million and barring him from doing business in New York State for three years, in the Manhattan borough of New York City on Feb. 16, 2024.Five top executives of publicly traded strip club operator RCI Hospitality Holdings — including its CEO Eric Langan — have been indicted in connection with a multi-million-dollar criminal tax fraud and bribery scheme, Ne ...

In this photo illustration, the logo of TikTok is displayed on a smartphone screen on April 5, 2025 in Shanghai, China.President Donald Trump on Tuesday extended the deadline for ByteDance to divest TikTok's U.S. business or be banned in the U.S. after a cabinet member on Monday said a "framework deal" had been reached.The extension comes as The Wall Street Journal on Tuesday reported that under the framework deal, about 80% of TikTok's U.S. business would be owned by an investor consortium that includes Or ...

LONDON — Microsoft said on Tuesday that it plans to invest $30 billion in artificial intelligence infrastructure in the U.K. by 2028.The investment includes $15 billion in capital expenditures and $15 billion in its U.K. operations, Microsoft said. The company said the investment would enable it to build the U.K.'s "largest supercomputer," with more than 23,000 advanced graphics processing units, in partnership with Nscale, a British cloud computing firm. The spending commitment comes as President Donald Tr ...

用户增长表现 - Google旗下Gemini应用本周在苹果App Store免费应用排行榜中位列第一 超过ChatGPT [1] - 产品更新带来1300万新用户 用户累计上传图片数量达5亿张 [3] - 截至7月披露数据 Gemini应用月活跃用户数超过4.5亿 [4] 产品技术进展 - 推出Gemini 2.5 Flash Image模型 新增Nano Banana图像编辑功能 [2] - 支持多照片融合及数字人像生成功能 引发周末期间需求激增导致临时使用限制 [2][3] 资本市场反应 - 母公司Alphabet成为第四家市值突破3万亿美元俱乐部企业 与英伟达、微软和苹果并列 [4] - 公司股价年内上涨33% 显著超过纳斯达克指数16%的涨幅 [4] - 本月获得反垄断裁决利好 确保Chrome浏览器保持现有运营模式 [5]

业务合作与扩张 - Waymo与Uber合作在亚特兰大和奥斯汀推出机器人出租车服务[1] - Waymo获得旧金山国际机场测试许可 将分阶段推出商业机器人出租车服务 首先进行员工测试[1] - Waymo在凤凰城天港机场已获测试和运营许可 本月还在圣何塞米内塔机场获得测试许可[3] 运营模式与区域覆盖 - 机器人出租车初期配备人类驾驶员备用 最终过渡到无人驾驶叫车服务[2] - Waymo当前运营范围覆盖凤凰城、旧金山湾区部分区域、洛杉矶、奥斯汀和亚特兰大[4] - 特斯拉6月在奥斯汀启动机器人出租车测试 配备人类安全监督员 正与旧金山湾区机场洽谈合作[4] 行业竞争格局 - 特斯拉在旧金山获付费汽车服务许可 但未获无人驾驶叫车业务许可[4] - 特斯拉目前未销售完全无人驾驶车辆 需人类随时接管转向或制动[5] - 亚马逊Zoox机器人出租车已在拉斯维加斯启动运营[5] 政策支持进展 - 旧金山市长批准Waymo在主干道市场街运营有限乘客服务 此前该区域曾限制此类服务[3] - Waymo已在机场所在的圣马特奥县及旧金山运营 但尚未获机场客运接送许可[2]

Sanjay Beri, chief executive officer and founder of Netskope Inc., listens during a Bloomberg West television interview in San Francisco, California.Netskope is targeting a $7.3 billion valuation in its upcoming initial public offering, after lifting its planned price range.The cybersecurity company said it plans to sell 47.8 million shares at between $17 and $19 apiece. The deal would raise as much as $908 million at the top end.That's up from a previous range of $15 to $17 a share the company revealed in ...

宏观经济与市场环境 - 美股市场小幅走低 标普500指数和纳斯达克指数从周初的收盘纪录高点下滑[1] - 美国财政部长表示美中贸易谈判"变得越来越富有成效" 并相信协议即将达成[1] - 8月零售销售数据增幅超预期 但未改变市场对美联储将在9月货币政策会议上降息25个基点的预期[1] - 根据CME FedWatch工具 市场对美联储到年底累计降息75个基点的预期仍然很高[1] 亚马逊(AMZN)业务表现 - Truist将亚马逊目标股价从250美元上调至270美元[2] - 信用卡数据显示亚马逊北美收入比共识预期高出10亿美元[2] - 公司8月1日公布盈利后股价下跌8% 主要因运营收入展望低于预期[2] - 分析师认为亚马逊历来提供保守业绩展望 此次数据表明季度表现可能再次超越预期[2] 银行业与金融板块 - 富国银行分析师Mike Mayo将高盛目标股价从785美元上调至855美元[3] - 资本市场业务受益于积压需求推动 M&A活动加速和盈利能力提升[3] - 高盛相比摩根斯坦利在资本市场和投行业务方面收入占比更高[3] - 高盛今年表现优异 成为银行股中表现最好的股票之一[3] 微软(MSFT)股东回报 - 微软宣布季度股息增加10% 符合公司五年平均水平[4] - 公司当前股票回购授权剩余超过550亿美元[4] - 股息增长加上两位数的每股收益增长 支撑了强劲的总回报前景[4]

Webtoon Entertainment Inc. signage during the initial public offering event outside the Nasdaq MarketSite in New York, US, on Thursday, June 27, 2024.Webtoon briefly jumped more than 36% in early trading, reaching a new 52-week high and on track for its second-largest one-day advance since going public last year.Webtoon Entertainment shares surged on Tuesday after signing a deal to create a digital comic platform for Disney , and agreeing to sell the media conglomerate a 2% equity stake.Disney and Webtoon a ...

Dave Ricks, chair and chief executive officer of Eli Lilly and Company speaks to the Economic Club of New York in New York City, U.S., March 12, 2024.U.S. policymakers should take note as biopharmaceutical companies pull back on investments in the U.K., Eli Lilly Chief Executive Officer Dave Ricks said in an interview with CNBC.Lilly recently paused plans to create a biotech incubator called Gateway Labs in the U.K., joining other biopharma companies that have put investments in the country on hold amid con ...