EA shares rose about 15% Friday to lead S&P 500 and Nasdaq on a report that a deal was close. Justin Sullivan / Getty Images Shares of Electronic Arts (EA) jumped in morning trading after the video game maker agreed to be purchased by a consortium for $55 billion in cash. The company said the buyers, the Saudi Public Investment Fund and private equity firms Silver Lake and Jared Kushner's Affinity Partners, will pay $210 per share, an 8.6% premium from Friday's closing price. The transaction is expected to ...

Nvida CEO Jensen Huang has said he expects spending to grow across industries as demand for AI and its applications expands. I-Hwa Cheng / AFP / Getty Images Close Key Takeaways U.S. companies expect to spend hundreds of billions of dollars on AI over the next few years, but some investors are worried those plans—and the stock market rally they've fueled—depend too much on just a handful of companies. Chip giant Nvidia (NVDA) revealed in a regulatory filing last month that two direct customers accounted for ...

Close Is the labor market as bad as the Federal Reserve thinks? We'll know more on Friday, when September's employment report is expected to shed fresh light on the economy for workers as Fed officials worry about a rise in unemployment. The jobs report leads a slew of labor market data due this week, along with updates from several Fed officials on the state of the economy. Consumer confidence, home prices, factory orders, and construction spending will also be in focus. Earnings reports from shoe seller N ...

美股市场整体表现 - 主要股指结束三日连跌 标普500指数上涨06% 道指上涨07% 纳斯达克指数上涨04% [2] - 通胀数据符合预期 市场认为美联储将继续降息路径 [2] 电子艺界收购案 - 股价飙升近15% 成为标普500指数中表现最佳成分股 [3][7] - 华尔街日报报道沙特公共投资基金与私募股权公司Silver Lake接近达成500亿美元私有化交易 或成史上最大杠杆收购案 [1][3] 英特尔业务进展 - 股价延续涨势 单日上涨44% [5] - 除与苹果公司谈判外 正与台积电探讨投资及合作机会 [5] - 英伟达宣布与英特尔达成50亿美元投资合作计划 [5] 波音监管进展与订单 - 股价上涨36% 美国联邦航空管理局允许公司自行签发部分737 Max和787机型适航证书 [6] - 土耳其航空签署225架飞机采购协议 [8] 好市多业绩表现 - 股价下跌近3% 第四财季美国同店销售额增长不及预期 [7][9] - 尽管销售和利润超预期 但消费者对非必需消费品保持谨慎 行业竞争加剧 [9] 甲骨文与 eBay 市场动态 - 甲骨文股价下跌27% 罗斯柴尔德Redburn给予"卖出"评级 认为市场对其云业务预期过于乐观 [10] - eBay股价下跌约2% 公司同意收购挪威C2C社交交易平台Tise [11] 帕卡关税受益 - 股价上涨超5% 美国政府宣布对重型卡车等商品征收新关税 [4] - 公司此前称关税不确定性压制卡车市场需求 同时应对钢铁铝材关键部件关税影响 [4]

关税政策宣布 - 美国将对进口橱柜、浴室柜及相关产品征收50%的关税，并对软垫家具征收30%的关税，自10月1日起生效 [2] 行业贸易背景 - 2024年美国进口了价值444亿美元的家具和固定装置，其中包括64亿美元的软垫家用家具以及至少82亿美元的木质橱柜、台面和家具 [3] 公司股价反应：受益方 - 橱柜制造商MasterBrand股价上涨近6%，该公司在美国拥有15家制造工厂，在墨西哥有4家，在加拿大有1家 [5] - 家具制造商MillerKnoll股价上涨3%，其租赁和拥有的面积中约75%位于美国 [8] 公司股价反应：受冲击方 - 高端零售商RH和Williams-Sonoma股价分别下跌约3%和不到1% [9] - RH公司计划在本财年末实现52%的软垫家具产品在国内生产 [9] 公司管理层观点 - MasterBrand首席财务官表示，对其所用材料的关税可能对成本产生重大影响，并加剧本已疲软的需求 [6][7] - MillerKnoll高管表示，公司今年已通过提价和宣布附加费来帮助抵消关税成本 [8] - RH首席执行官认为，额外的关税对小型竞争对手的冲击将大于对其公司等大型企业的影响 [10]

监管限制放宽 - 美国联邦航空管理局(FAA)放宽对波音737 Max和787 Dreamliner的生产限制 允许公司自2025年9月29日起对部分机型自行签发适航证书[1][3][6] - 此决定基于对波音生产质量的全面审查 将使FAA检查员能更专注于生产过程监督[4] - FAA与波音将采用交替周方式签发适航证书 监管机构继续保持直接严格的生产过程监督[4] 生产交付加速 - 监管放宽有望使波音飞机生产和交付速度提升[1][6] - FAA考虑将737 Max月产量上限从38架提高至42架 需经安全审查后确定[5][7] - 产量限制源于2024年1月阿拉斯加航空737 Max航班门塞脱落事件[7] 市场表现与业务进展 - 波音股价周五午后交易上涨近4% 年内累计涨幅约25%[1][4] - 公司近期获得乌兹别克斯坦航空最多22架787订单及土耳其航空最多75架787订单[8] - 此前2019年因两起空难暂停737 Max自签发证 2022年因生产质量问题暂停787自签发证[2] 运营影响 - FAA限制和2023年罢工事件曾对波音财务状况造成压力[8] - 恢复部分自检权限表明监管机构对波音质量标准的信心提升[3] - 生产加速能力将支持公司增长潜力释放[3]

An investment from Nvidia and reports of talks with Apple in the past week have done wonders to boost Intel's stock price, though it remains well off its 2021 highs. Justin Sullivan / Getty Images Close Key Takeaways Not long ago, it was hard to find people who were excited about Intel's stock. But these days, even skeptics are finding it difficult to look away, with President Donald Trump's recent endorsement, a high-profile investment from Nvidia (NVDA), and rumors swirling about still more deals—leaving ...

Not long ago, it was hard to find people who were excited about Intel's stock. But these days, even skeptics are finding it difficult to look away, with President Donald Trump's recent endorsement, a high-profile investment from Nvidia (NVDA), and rumors swirling about still more deals—leaving some investors wondering whether persistent concerns about the chipmaker's business should be overlooked to get in on the action. "We have been of the belief that Intel remains fundamentally challenged though have bee ...

Amazon has agreed to pay Prime members to settle U.S. government allegations about the service. Matthias Balk / picture alliance via Getty Images Close Key Takeaways Tech and retail giant Amazon agreed to pay billions of dollars in refunds and penalties to settle allegations of "deceptive" practices involving the Prime subscription service, the government said Thursday. The company, among the world's most valuable, agreed to pay a $1 billion civil penalty and $1.5 billion in refunds to customers, the FTC sa ...

股市整体表现 - 美国主要股指连续第三个交易日下跌，标普500指数和纳斯达克指数均下跌0.5%，道琼斯指数下跌0.4% [2] CarMax (KMX) - 公司股价暴跌20%，为标普500指数中当日跌幅最大的股票，原因是其第二财季的销售额和利润低于预期 [3] - 首席执行官指出挑战包括前一季度的需求被提前透支，以及为支持销售而建立的库存出现贬值 [3] 英特尔 (INTC) - 公司股价上涨8.9%，为标普500指数中当日表现最佳，此前有报道称该半导体制造商正寻求来自苹果公司的投资 [4] - 苹果公司曾是英特尔的主要客户，但近年来已转向使用自研芯片 [4] Jabil (JBL) - 尽管最新季度财报中的营收和每股收益超出预期，但公司股价仍下跌6.7% [5] - 首席执行官表示人工智能推动了其在资本设备、数据中心和网络市场的需求，但公司承认其汽车和可再生能源业务部门面临压力 [5] 甲骨文 (ORCL) - 罗斯柴尔德Redburn机构初评该公司股票，给予“卖出”评级，认为市场可能对其合同云收入定价了过于乐观的预期 [6] - 公司股价下跌5.6% [6] IBM (IBM) 与 汇丰银行 (HSBC) - 汇丰银行宣布成功进行了使用IBM量子计算机的债券交易试验，以优化市场预测 [7] - 与仅使用传统计算技术相比，结合IBM量子计算资源后，预测交易以特定价格执行的可能性提高了34% [7] - IBM股价上涨5.2% [7] 锂业公司 - 锂美洲公司股价继周三大涨近一倍后，周四再涨23%，因有报道称特朗普政府正考虑获得该公司政府股权 [8] - 该公司持有内华达州Thacker Pass锂矿的多数股权，该矿有望成为北美最大的电池组件来源之一 [8] - 全球最大锂生产商Albemarle股价上涨4% [8] 其他提及公司 - 苹果公司股价当日下跌1.8% [4]