Bitcoin, crypto market wavers as Japan's bond yield hits ATH ahead of Nvidia earnings, FOMC minutes release and Nonfarm payroll jobs data — Source: CoinGape Crypto market braces for Yen carry trades unwind as Japan's long-term bond yield hits new high. Bitcoin, Ethereum, XRP and other altcoins pare gains ahead of Nvidia earnings, FOMC minutes, NFP jobs data. Bull-Bear Structure Index signals continued dominance of bearish factors. Bitcoin, Ethereum, XRP and other altcoins pare gains as the crypto ...

(Reuters) -Elon Musk’s artificial-intelligence startup xAI (XAAI.PVT) is in advanced talks to raise $15 billion in fresh ​equity at a valuation of $230 billion, the Wall Street ‌Journal reported on Tuesday. The fundraising terms were outlined to investors by Musk’s wealth manager, ‌Jared Birchall, on Tuesday night, the report said. It was not clear whether the valuation figure Birchall shared was pre- or post-money, the paper added. Reuters could not immediately verify the report. Jared ⁠Birchall could n ...

In an ongoing trend, experts often admit that artificial intelligence represents a bubble. While the discussion about the AI bubble began before OpenAI’s CEO, Sam Altman, shared his opinion, it seems that he signaled to everyone else that it's okay to talk about it. Altman said in his August interview with The Verge that he thinks we are in an AI bubble: “The internet was a really big deal. People got overexcited. Are we in a phase where investors as a whole are overexcited about AI? My opinion is yes.” ...

美股市场整体表现 - 美股市场周二下跌，标普500指数收跌0.8%，进一步远离上月底创下的历史高点 [1] - 道琼斯工业平均指数下跌498点，跌幅1.1%，纳斯达克综合指数下跌1.2% [1] - 市场近期的挣扎与自4月份以来近乎无情的涨势形成鲜明对比 [4] 英伟达（Nvidia）的影响 - 英伟达是市场最大的拖累因素，其股价下跌2.8%，本月累计跌幅已超过10%，进入技术性回调区间 [2] - 公司因其巨大体量成为华尔街最具影响力的股票，其人工智能芯片的狂热需求曾助其总市值短暂突破5万亿美元 [3] - 过去五年中有四年，英伟达股价涨幅超过一倍 [5] - 周三的盈利报告对阻止其股价下跌或加剧跌势至关重要 [10] 人工智能（AI）领域的市场情绪 - 美国银行全球研究的最新调查显示，45%的全球基金经理将AI泡沫视为市场的头号风险 [6] - 创纪录比例的投资者认为公司正在“过度投资”，担忧全球涌入AI芯片和数据中心的资金可能无法产生预期的革命性回报 [7] - 批评者指出，受AI热潮推动的股票价格可能过高、过快上涨，使市场面临大幅下跌的风险 [4] 其他高增长领域及个股表现 - 比特币价格早间一度跌破90,000美元，从上月近125,000美元的高位回落，随后收复部分失地回升至93,000美元附近 [8] - Palantir Technologies的股价在今年前六个半月内涨幅超过一倍 [5] - 家得宝（Home Depot）下跌6%，其夏季利润低于分析师预期，原因包括缺乏风暴天气以及消费者不确定性和持续的住房市场压力 [9] - 互联网基础设施提供商Cloudflare下跌2.8%，因其早前的问题导致ChatGPT等服务全球中断 [10] 债券市场与宏观经济因素 - 10年期美国国债收益率从周一尾盘的4.13%最终回落至4.11% [11] - 收益率波动源于市场对美联储是否会在12月下次会议上降息的疑虑，而降息预期是此前股价创纪录的部分原因 [12] - 美联储今年已两次降息以期支撑放缓的就业市场，但通胀顽固地维持在2%的目标之上 [13] 全球市场表现 - 欧洲和亚洲股市指数普遍大跌 [13] - 韩国综合股价指数下跌3.3%，日本日经225指数下跌3.2%，法国CAC 40指数下跌1.9%，位列全球跌幅较大行列 [13]

US stocks retreated on Tuesday as worries about an AI bubble and the broader US economy continued to set markets on edge, with a pivotal Nvidia (NVDA) earnings report and shutdown-delayed jobs data on the horizon. The Dow Jones Industrial Average (^DJI) fell around 1.1%, or nearly 500 points, adding to a rough four-day sell-off. The tech-heavy Nasdaq Composite (^IXIC) pulled back nearly 1.2%. The S&P 500 (^GSPC) was roughly 0.8% lower, rebounding from earlier in the session but still notching its fourth c ...

LOGIN SUBSCRIBE | FastCo Works advertisement BY Associated Press Listen to this ArticleMore info 0:00 / 0:00 The U.S. stock market is slipping again on Tuesday, following a global sell-off, as Nvidia, bitcoin and other Wall Street stars keep falling on worries that their prices shot too high. Home Depot is also dragging the market lower after saying it made less in profit during the summer than analysts expected. The S&P 500 dipped 0.4%, following up on sharp swings the last couple weeks, and pulled ...

The US president has also threatened to fire Mr Powell from his job as chairman of the Federal Reserve in the past, before reversing course. Analysts have warned such a decision would have a sharp impact on financial markets.Trump has repeatedly criticised Mr Powell, including by calling him a “numbskull” and “Too Late Powell” over claims the Federal Reserve chair should have moved more quickly to lower interest rates.“I’d love to get the guy currently in there out...⁠ but ​people are ...

市场整体表现 - 美国股市在2025年11月18日周二延续跌势，主要股指连续第二个交易日下跌，道琼斯工业平均指数下跌约0.5%，标普500指数下跌0.1%，纳斯达克综合指数下跌0.4% [1][2] - 前一交易日（周一）跌幅更为显著，道指下跌1.2%至46,590.24点，标普500指数下跌0.9%至6,672.41点，纳斯达克指数下跌0.8%至22,708.08点 [2] - 科技股是市场主要拖累，Technology Select Sector SPDR (XLK) 在周一下跌1.6% [2] 市场估值与情绪 - 标普500指数的远期市盈率为22.4倍，高于其10年平均水平20.2倍和30年平均水平17.1倍，引发对人工智能泡沫的担忧 [3] - 美国银行全球基金经理调查显示，53%的投资者认为人工智能股票已处于泡沫之中，45%的投资者将人工智能泡沫列为股市首要风险 [3] - 当前市场困境标志着自4月以来持续上涨后的急剧逆转 [3] 行业板块表现 - 科技股周二继续面临显著压力 [4] - 医疗保健板块表现出韧性，Health Care Select Sector SPDR ETF (XLV) 今年上涨约10%，而Financial Select Sector SPDR (XLF) 涨幅超过6% [4] - 部分分析师将医疗保健视为2026年潜在的黑马，因投资者从高估值科技股轮动 [4] 重点公司动态 - 英伟达股价在周二下午交易中下跌约1.4%，此前周一下跌近2%，市场密切关注其将于周三盘后发布的季度财报 [7] - 英伟达与微软和Anthropic达成战略合作，Anthropic将从微软购买价值300亿美元的Azure计算容量，英伟达和微软将分别向Anthropic投资高达100亿美元和50亿美元 [7] - 微软股价周二下跌3% [7] - 家得宝股价下跌4.5%，因其第三季度利润令人失望并下调全年展望，调整后每股收益为3.74美元，低于分析师共识，同店销售额仅增长0.2% [7] - 亚马逊股价承压，早盘下跌2.3% [12] - 其他芯片股下跌，AMD下跌4.2%，英特尔下跌2.2% [12] - 华纳兄弟探索公司股价上涨，因有报道称派拉蒙和中东主权财富基金准备以710亿美元收购该公司 [12] - Topgolf Callaway Brands宣布将其Topgolf部门60%的股份以约11亿美元出售给Leonard Green，预计获得约7.7亿美元净收益，交易完成后公司计划更名为"Callaway Golf Company"，股票代码改为"CALY" [12] - Cloudflare股价下跌近2%，因其发生服务中断，影响了包括社交媒体X和ChatGPT在内的多个知名客户 [12] - 谷歌母公司Alphabet股价上涨0.7%，因其发布了最新AI模型Gemini 3 [12] - 苹果公司因iPhone 17在中国销售强劲而获得提振，标志着其在该地区三年来最好的市场份额月份 [12] - 特斯拉股价在396.50美元至414美元之间形成通道 [12] 未来市场关注点 - 投资者正等待本周晚些时候的关键经济报告和企业财报，以获取市场进一步方向 [5] - 一项重要事件是因政府停摆而延迟的9月就业报告，预计将显示增加约5万个工作岗位，这对于评估劳动力市场健康状况及其对美联储货币政策决定的潜在影响至关重要 [5] - 11月密歇根大学消费者信心指数报告将于周五发布，将提供对未来经济活动至关重要的消费者信心洞察 [6] - 零售业财报繁忙，TJX、劳氏和目标公司定于周三上午公布业绩，沃尔玛将于周四早些时候公布 [8]

Nvidia CEO Jensen Huang speaks at the APEC CEO summit in South Korea last month. Woohae Cho / Getty Images Close Why This Is Important Tech stocks and enthusiasm for AI have propelled the stock market higher for much of the past three years. Those stocks, which now account for a sizable share of the major stock indexes, have struggled lately due to fears about an AI bubble. These and other agreements raised concerns that the AI craze on Wall Street was being fueled by splashy deals that overstate the size o ...

市场整体表现 - 道琼斯工业平均指数下跌超过300点或07% 标普500指数下跌03% 以科技股为主的纳斯达克指数下跌06% [1] - 道琼斯工业平均指数下跌506点或11% 标普500指数下跌08% 纳斯达克指数下跌11% [7][12] - 在前一交易日 道琼斯指数下跌超过550点 标普500指数和纳斯达克指数均下跌约09% [16] 科技股与AI领域动态 - 英伟达股价下跌15% 公司预计在周三公布第三季度财报 [2] - 亚马逊股价下跌38% 微软股价下跌30% Meta股价下跌11% [3] - 市场担忧AI热潮类似于1990年代末和2000年代初的“互联网泡沫” “瑰丽七雄”科技股出现下跌 [2] - 尽管AI相关合作通常提振股价 但微软与Anthropic达成300亿美元的Azure计算能力采购协议 且微软投资50亿美元 英伟达向该初创公司投资100亿美元后 两家公司股价仍出现大幅下跌 [10] - Alphabet首席执行官Sundar Pichai表示当前AI热潮存在一些“非理性”成分 并称若AI泡沫破裂 没有公司能免疫 [11][14] 宏观经济与货币政策 - 美联储在12月会议降息25个基点的几率降至略高于50% 较上月同期的超过90%大幅下降 [8] - 投资者关注即将公布的美联储会议纪要和因政府停摆而延迟的9月就业报告 [8] - 多位美联储官员主张放缓降息步伐 这影响了渴望低利率的投资者情绪 [9] 其他市场及个股表现 - 比特币价格一度跌破90000美元 随后反弹至9324946美元 涨幅13% 许多持有大量AI资产的科技投资者也持有加密货币 [14] - 家得宝公司因下调全年利润预期且盈利未达预期 股价暴跌38% 受通胀影响的消费者推迟装修计划 [15] - 以科技股为主的纳斯达克指数可能结束其连续七个月的上涨势头 [16]