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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 ...

Key Takeaways Monster Beverage's Q3 earnings and sales beat estimates, rising 36.6% and 16.8% year over year.Growth was fueled by new energy drink launches, strong U.S. demand and expanding global reach.Gross margin rose 250 bps to 55.7% on pricing, supply-chain gains and improved product mix.Monster Beverage Corporation (MNST) delivered solid third-quarter 2025 earnings, wherein the bottom and top lines beat the Zacks Consensus Estimate and increased year over year.The company has seen growth opportunities ...

PresentationGerard CassidyRBC Capital Markets, Research Division I'm Gerard Cassidy, the President of the BancAnalysts Association of Boston. Thank you all for attending. Thank you very much. I appreciate that. With us today, we have PNC Financial, which we all obviously know, it's about $569 billion in total assets. Market cap is over $70 billion. And presently, they have over 2,200 branches throughout the United States. Last quarter, they had a return on tangible common equity of about 17%. Businesses a ...

Pan-European exchange operator Euronext on Friday said it is cutting the acceptance threshold from 67% to 50% plus one share of the voting rights in its bid to take control of the Athens stock exchang... ...

宏观经济与就业市场 - 10月裁员人数超过15万，较9月增长超过180%，较2024年10月增长约175% [3] - 截至10月，年内累计裁员人数达110万，已比2024年全年76.1万高出44% [4] - 裁员潮反映结构性调整，包括疫情期间招聘热潮后的修正、人工智能技术应用以及消费者和企业支出的周期性疲软 [5] 政府停摆的经济影响 - 政府停摆导致关键经济数据（如就业数据）延迟发布，加剧市场对经济状况的不确定性 [3][6] - 停摆开始对实体经济产生实质性影响，包括航班削减和SNAP福利（补充营养援助计划）可能中断 [7] - SNAP福利的中断意味着大量消费者支出可能消失，若停摆持续将拖累经济 [8] 人工智能与科技板块 - 人工智能板块近期财报后股价承压，Palantir财报超预期并上调业绩指引，但次日股价下跌8% [12][13] - 投资者对高估值表示担忧，Palantir年内涨幅达130%，但财报后遭抛售；AMD在超预期财报后亦下跌7% [13][14] - 大型AI公司股价出现回调，Nvidia过去五日下跌9%，Oracle下跌10%，但两家公司年内涨幅仍超过40% [15] - 市场情绪转向谨慎，投资者关注AI巨额资本开支能否转化为实际利润，Meta、Alphabet等公司均宣布2026年有大额支出计划 [20] 企业财报与市场情绪 - Uber第三季度财报超预期，骑行业务和总预订量实现两位数增长，但第四季度业绩指引较为谨慎 [19] - DoorDash财报略低于预期，并宣布2026年将大幅增加支出，导致股价暴跌17% [20] - 市场对高估值科技股的情绪发生变化，知名投资者Michael Burry公开表示做空Palantir和Nvidia等主要AI公司 [18] 比特币与投机情绪 - 比特币价格跌破10万美元，为自5月以来首次，较126,000美元以上的高点下跌约20% [22] - 比特币年内涨幅仅为7%，表现逊于标普500指数，被视为市场投机情绪的风向标 [22] - 比特币通常被视为投资者最先了结的投机性头寸，其价格波动反映市场风险偏好的变化 [21] 下周关注焦点 - AI相关公司CoreWeave将发布财报，其股价已从6月高点187美元跌至约100美元，受AI板块回调拖累 [23] - 迪士尼将公布财报，重点关注主题公园及体验业务在消费者压力下的表现，以及流媒体业务增长 [24] - 其他值得关注的公司财报包括阿里巴巴、稳定币公司Circle、思科以及泰森食品，后者可提供消费者支出趋势的洞察 [24][25]

谈判背景与争议焦点 - 迪士尼旗下电视网络（包括ESPN和ABC）已从YouTube TV下架超过一周[2] - 迪士尼方面认为YouTube TV未能对其频道进行合理估值 而YouTube TV则向用户表示妥协将导致价格上涨[2] - 迪士尼与ESPN指责YouTube在谈判中态度不合理 并认为其背靠谷歌母公司Alphabet有资本采取强硬立场[3] YouTube TV的市场地位与增长势头 - YouTube TV已成为行业巨头 预计在未来几年内赶上有线电视竞争对手[1] - 该服务是近年来增长最快的主要电视提供商 用户数从2019年底的200万增长至约1000万付费用户 而大多数竞争对手则在萎缩[4] - 根据MoffettNathanson分析 谷歌的直播电视服务现已成为第三大付费电视提供商 仅次于Charter和康卡斯特等有线电视巨头 并预计将在未来两年内超越这些现有企业成为行业领导者[5] - 公司收入从2019年的不足10亿美元增长至2024年的近80亿美元 预计2025年将达到96亿美元 到2027年为谷歌带来116亿美元收入[10] 行业格局与竞争环境 - YouTube TV在众多将传统付费电视频道包引入流媒体的“虚拟付费电视服务”中脱颖而出 成为迄今为止规模最大 知名度最高的服务[11] - 其竞争对手包括早两年多推出的Fubo和Sling TV 以及晚几年出现的Hulu + Live TV和DirecTV Stream等服务 这些服务特别受年轻流媒体用户和体育迷欢迎[11] - 体育内容近年来开始向独立的流媒体服务迁移 部分比赛仅在Prime Video或Peacock等平台独家播出 这种转变加速了剪线潮 也对YouTube TV产生影响[13] 战略重要性与发展前景 - YouTube TV并非谷歌的挣扎项目 而是其战略愿景的关键组成部分 旨在占领客厅娱乐市场[13] - 分析认为这场争端“表明YouTube TV正在 wield 增加的议价能力”[4] - 鉴于YouTube TV的快速增长以及传统付费电视提供商的加速衰落 它正迅速成为线性电视生态系统的关键参与者[9] - 考虑到双方在电视市场的雄心 迪士尼难以承受不与YouTube TV合作 而YouTube和谷歌也难以承受拒绝迪士尼的后果[14]

Josh Brown, final trade from you, please. >> Uh, Joby Aviation is in a pullback. Spoke to the company this week headed to the Dubai Air Show and they are super excited about what they're going to be unveiling.So, I am too. Who knows what it could be. >> All right.The low altitude economy remains a favorite play. That stock today down almost 6%. Kevin Simpson, Mr.. Three-piece. Mr. . Three-piece.>> Marathon Petroleum. The stock has a lot to like. Record free cash flow, increasing dividends, and record share ...

The federal government shutdown dragged consumer sentiment in the US to a near record low in November, according to a monthly survey conducted by the University of Michigan.Consumer sentiment fell about 6% in November, with the consumer sentiment index for November 2025 at 50.3, down from 53.6 in October, nearly three points below expectations. Economists polled by the Wall Street Journal expected a 53.0 index reading.The monthly index of consumer sentiment was last this low in June 2022, at 50.0, amid infl ...

Investors in Fidelity National Information Services, Inc. (FIS) need to pay close attention to the stock based on moves in the options market lately. That is because the Jan 16, 2026 $25.00 Call had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction ...