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Jefferies gives investors clarity about the First Brands bankruptcy
MarketWatch· 2025-10-14 02:44
公司财务状况与客户影响 - Jefferies金融集团就客户汽车零部件销售商First Brands破产对财务的影响向投资者做出说明 [1] - 公司采取行动以缓解投资者对First Brands破产后续影响的日益增长的担忧 [1] 行业事件与市场反应 - 汽车零部件销售商First Brands已进入破产程序 [1] - 该客户破产事件引发了投资者普遍的担忧情绪 [1]
Amazon and TikTok are helping Estee Lauder reinvent itself, Goldman Sachs says
MarketWatch· 2025-10-14 02:23
Cosmetics giant Estee Lauder Cos.'s rebound could take hold sooner than expected, Goldman Sachs analysts said on Monday, as trends firm up in the U.S. and China and the company puts more focus on newe... ...
Four things that will determine if we're in an AI bubble
MarketWatch· 2025-10-14 02:16
Large technology companies are spending furiously on artificial-intelligence infrastructure — despite the associated revenue not being there yet. That sort of backdrop has some on Wall Street wondering when they should worry. ...
Here's where Trump's tariffs stand as new levies start for furniture, cabinets and lumber
MarketWatch· 2025-10-14 02:05
U.S. President Donald Trump's new tariffs on kitchen cabinets, bathroom vanities, upholstered furniture and lumber are slated to take effect Tuesday, expanding the number of sectors facing his import taxes. ...
Intel's stock has climbed ‘too far, too fast.' Why BofA is sounding a warning.
MarketWatch· 2025-10-14 00:12
核心观点 - 美银分析师担忧英特尔在人工智能加速器产品方面存在缺失 [1] - 分析师认为英特尔在服务器和个人电脑市场的份额损失难以轻易挽回 [1] 产品与技术 - 英特尔缺乏人工智能加速器产品 [1] 市场竞争 - 英特尔在服务器市场面临份额损失 [1] - 英特尔在个人电脑市场面临份额损失 [1] - 公司扭转市场份额流失的局面存在困难 [1]
Tech earnings are coming, and perhaps ‘nothing looms larger' than this factor
MarketWatch· 2025-10-13 23:20
OpenAI's actions are having a growing impact on Big Tech financials, driving up spending figures and boosting revenue — for now. ...
Is there such a thing as too much Taylor Swift? Not for Disney.
MarketWatch· 2025-10-13 22:33
There is no sign yet of Taylor Swift fatigue, as a docuseries on Swift's "The Era's Tour†is set to be released on Disney+ in December, just months after her latest album was released. ...
S&P 500 faces 11% pullback if China-U.S. trade tensions don't cool, Morgan Stanley analyst warns
MarketWatch· 2025-10-13 21:43
Morgan Stanley warned that a fresh round of trade tensions, if not resolved, will cause a bigger drop for stocks than expected. ...
Broadcom's stock is soaring on a new OpenAI deal. Here's what to know.
MarketWatch· 2025-10-13 21:27
OpenAI, which recently inked arrangements with Nvidia and AMD, is now turning to Broadcom's custom chips as it continues its quest for computing power. ...