近期多项经济指标释放出谨慎信号。密歇根大学公布的11月消费者信心指数跌至三年来新低，劳动力市 场招聘活动亦显疲态，芝加哥联储数据显示招聘率已连续六个月下滑。与此同时，亚马逊、塔吉特等大 型企业相继宣布裁员计划，进一步加剧市场对经济前景的忧虑。在此背景下，投资者风险偏好明显下 降，曾被视为"确定性增长"的AI概念股首当其冲。 值得注意的是，AI领域的投资规模正以惊人速度扩张。仅在最近一个季度，微软、亚马逊、Meta和 Alphabet四家科技巨头的资本支出总额就高达1120亿美元。行业整体亦通过大规模发债为AI基础设施建 设融资。对此，隆奥投资管理公司（Lombard Odier Investment Managers）宏观研究主管弗洛里安·耶尔 波（Florian Ielpo）警示："与AI相关的资本支出数额庞大，且越来越多地依赖债务融资，这种情形令人 联想到2000年科技泡沫时期那种盲目投资的热潮。" 【CNMO科技消息】据《金融时报》报道，过去一周，美国人工智能相关科技股经历剧烈调整，市场情 绪显著降温。自上周五以来，与AI热潮紧密关联的八家头部企业——英伟达、微软、亚马逊、谷歌母 公司Alphabet、 ...

I've read enough brickbats to my take on the so-called AI bubble or the much-talked-about fears of the bubble, and the assessment of which of the two are the most worrisome perils thatJR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentiall ...

Who's winning the PR war in the Disney-YouTube TV standoff? Data suggests YouTube — so far. Disney's channels have been unavailable on YouTube TV since October 30 due to a contract dispute, preventing YouTube TV subscribers from watching the "Monday Night Football," as well as ABC News and popular shows like "Abbott Elementary."Several data sources indicate that YouTube could have the upper hand in public perception. A survey by Drive Research of 1,100 respondents showed that 58% consider both parties equ ...

Meta Platforms announced on Friday that it will invest $600 billion in U.S. infrastructure and jobs over the next three years, mainly to build artificial intelligence (AI) data centers. The company said this massive investment will help power its AI ambitions, as it races to build the infrastructure needed for advanced computing. Meta is strongly focused on achieving superintelligence — a stage where machines could outthink humans. CEO Mark Zuckerberg told U.S. President Donald Trump said during a White Ho ...

YouTube TV isn't budging in its high-profile fight with Disney — and it has leverage beyond its Google backing. The popular pay-TV service has become an industry titan in its own right and is on track to catch its cable TV rivals in the coming years, analysts say.Disney's TV networks, like ESPN and ABC, have been gone from the Google-owned TV service for over a week. The Mouse House insists that YouTube isn't properly valuing its channels, while YouTube TV is telling its customers that giving in would lead ...

U.S. equity markets experienced a broad retreat during afternoon trading on Friday, November 7, 2025, as a persistent sell-off in technology stocks intensified, driven by mounting concerns over inflated valuations in the artificial intelligence (AI) sector and exacerbated by the ongoing government shutdown. All three major indexes were firmly in negative territory, signaling a challenging end to the trading week and putting them on track for their steepest weekly losses in months.Major Index PerformanceThe ...

In this Club Check-in, CNBC's Paulina Likos and Zev Fima break down big tech's massive artificial intelligence spending spree — debating whether these billion-dollar bets will drive long-term cost savings or weigh on near-term returns.Mega-cap tech companies are shelling out billions of dollars to build out AI infrastructure. The big question we're asking is whether all this heavy spending will eventually pay off in efficiency or if Wall Street is right to worry about how much they're burning through in the ...

Disney said on Friday that it is continuing negotiations with Google's YouTube TV to bring back ABC and ESPN after the entertainment giant's networks went dark on the pay-TV service. ...

Close-up of Google logo on exterior sign at office building, San Francisco, California, August 29, 2025. (Photo by Smith Collection/Gado/Getty Images)Gado via Getty ImagesMeta Platforms (META) and Alphabet (GOOGL) remain two of the strongest players in digital advertising, but their recent performance reveals a growing divide. While both continue to deliver steady revenue growth, Meta’s efficiency gains and faster operating momentum have drawn investor attention — especially given its more attractive valuat ...

核心观点 - 顶级共同基金在11月进行了大规模新投资 重点集中在可再生能源 航空航天和金融领域 四家公司获得巨额资金流入 总额超过410亿美元 [1][2][4][5][6] - 人工智能巨头公司如英伟达 Palantir 谷歌和苹果也出现在新买入名单上 但投资金额较此前大幅减少 仅为数千万美元 [1][8] - 苹果公司自3月以来首次重返该榜单 IBM也新出现在本月名单中 [10][11] 主要投资标的 - 桑坦德银行是本月榜单的领跑者 顶级共同基金再次买入价值161.2亿美元的股票 [2][6] - 地热能源公司Ormat Technologies获得顶级基金管理人143.1亿美元的投资 推动其股价接近历史高点 [4][6] - 航空航天服务提供商AAR Corp获得88.9亿美元资本流入 股价在创纪录高点附近交易 并正在测试50日均线 [5][6] - 太阳能公司Nextracker从顶级共同基金获得19.6亿美元资金注入 股价在周三飙升至历史新高 [5][6] 其他新买入标的 - 投资范围广泛 顶级基金还大量买入电子零件制造商Celestica 数据存储公司希捷科技 医疗巨头GSK和连接专家TE Connectivity [7] - Celestica获得7.34亿美元投资 希捷科技资本流入为6.69亿美元 顶级基金买入价值2.88亿美元的GSK股票和2.02亿美元的TE Connectivity股票 [7] 科技巨头投资动态 - 英伟达 Palantir 谷歌和苹果虽未达到此前数月的巨额投资水平 但仍出现在顶级基金的新买入名单上 每家公司仅获得数千万美元投资 [8] - 苹果公司重返该榜单是自3月报告以来的首次 其股价自4月以来出现反弹 目前交易价格接近历史高点 [10] - IBM本月也出现在榜单上 股价在10月22日财报后跳升至买入区间顶部 目前仍处于买入范围内 [11]