With the current growth-fueled market environment centered around Magnificent Seven names benefiting from the artificial intelligence (AI) theme, investors may want to look outside the U.S. to seek additional opportunities. One fund to consider in that quest for performance abroad is the Fidelity International Multifactor ETF (FDEV). With a weakening dollar amid expectations of more U.S. Federal Reserve rate cuts to come, investing in international assets is drawing interest from investors. Rather than sele ...

比特币市场表现 - 比特币价格上涨超过2% 重新突破110000美元水平 [1] - 以太坊等其他数字资产也出现上涨 以太坊重新站上4000美元关口 [4] 相关公司股价动态 - 持有大量比特币的MicroStrategy公司股价上涨超过4% 该公司在10月13日至19日期间以平均价格112051美元增持了168枚比特币 使其总持有量达到640418枚 总购买成本为474亿美元 [2] - 交易平台Robinhood和Coinbase股价分别上涨近5%和35% 稳定币发行商Circle也上涨35% [2] - 加密货币矿业公司股价大幅飙升 Marathon Digital Holdings上涨11% Bit Digital上涨20% Cipher Mining上涨10% [3] 行业动态与机构观点 - 日本主要金融监管机构正考虑政策调整 可能允许日本银行持有比特币等加密货币 显示出机构接受度在提高 [4] - 市场分析师认为比特币正处于短期调整后的再积累阶段 市场情绪趋于稳定且机构需求保持韧性 [1] - 贝莱德数字资产负责人指出 近期比特币的小型崩盘及其他数字资产的急跌是由高杠杆投机交易驱动 尤其是在离岸期货交易所 但这些交易所的期货合约仅占比特币总持有量的不到2% 却贡献了大部分日交易量 [5] - 长期来看 更成熟的长期买入并持有型投资活动将逐渐占据主导地位 [6]

CHICAGO--(BUSINESS WIRE)--GE HealthCare (Nasdaq: GEHC) today announced collaborations with two leading U.S. health systems—The Queen's Health Systems in Honolulu, HI and Duke Health in Durham, NC—to help advance the development of GE HealthCare's new AI-driven hospital operations software. Both health systems plan to contribute their frontline expertise to inform GE HealthCare's forthcoming cloud-first Software as a Service solution that will be part of GE HealthCare's CareIntellect family of a. ...

核心财务表现与预期 - 公司第三季度（Q3）营收预计强劲增长，但一次性法律费用将拖累利润，法律费用总额达39亿美元，其中包括35亿美元的欧盟罚款和约4亿美元的其他法律支出[1] - 分析师将Q3营收预期上调至860亿美元，高于市场共识的850亿美元，同时将每股收益（EPS）预期下调至2.17美元，低于市场预测的2.29美元[3] - 预计Q3运营费用为296亿美元，运营利润率为35.7%，同比下降259个基点，但若剔除一次性费用则有所改善[3] - 对第四季度（Q4）的营收和EPS预测分别为938亿美元和2.59美元，均略高于市场共识[3] - 若公司Q3业绩超预期，可能出现积极的预期修正[3] 各业务板块驱动因素 - 谷歌搜索业务持续受益于AI驱动的流量转变，广告主增加支出以弥补自然搜索流量的减少[4] - 付费点击量保持稳定，参与质量提升，AI工具在用户转化前优化其决策，预计付费点击量将增长4%-5%，得益于有韧性的电子商务活动[4] - YouTube的AI创意工具和互动广告形式（如二维码和可点击的流内广告）是推动采用率和提升广告效果的关键催化剂[5] - YouTube与谷歌广告更广泛的数据生态系统整合，持续强化广告定位和广告支出回报，使该平台向效果驱动型广告渠道演变[5] - 云业务保持稳健增长势头，近期获得的客户增加了订单储备[5] 增长战略与前景 - 公司预计将在10月29日的财报电话会议上强调Gemini AI的采用、新的广告变现形式和成本控制[6] - 尽管折旧和法律成本上升，但有纪律的招聘和稳定的利润率应有助于抵消费用压力[6] - 强劲的季度业绩，加上司法部裁决后监管清晰度的提升，可能缓解市场对AI颠覆搜索业务的担忧，并支持估值倍数扩张[7] - 公司有能力在搜索、YouTube和云业务中利用AI创新来维持长期增长[7] - 具体增长数据显示：广告增长11%，搜索收入同比增长12%，云业务增长32%，超出市场预期[8]

U.S. stock markets are experiencing a robust midday rally on Monday, October 20, 2025, with major indexes extending gains from last week's close. The positive momentum is largely driven by easing concerns over regional bank stability, a perceived de-escalation in U.S.-China trade tensions, and strong individual stock performances, particularly from tech giants. Trading appears calmer today following a period of volatility last week.Major Market Indexes PerformanceAs of midday, the benchmark S&P 500 Index (S ...

Key Takeaways LOW's Q2 sales rose 1.1% y/y to $24B, driven by gains in Pro, DIY and a 7.5% rise in online sales.The Mylow Companion app empowers associates with AI-driven recommendations and faster service.FBM's AI Blueprint Takeoff enhances LOW's Pro Desk, improving accuracy and project efficiency.Lowe’s Companies, Inc. (LOW) is transforming home improvement retail with its “Total Home” strategy, embedding artificial intelligence (AI) across operations to enhance customer engagement and associate productiv ...

About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...

黄金市场 - 黄金价格呈现快速上涨模式 已成为一种热门交易[12] - 算法模型显示黄金在短期内形成阶段性高点的概率较高[12] - 长期看好黄金 从本轮周期接近每盎司1000美元的底部开始看涨 下一目标位为6000美元[12] - 若当前美元贬值和金融抑制政策持续 黄金价格有达到每盎司10000美元的路径[12] - 最受欢迎的黄金ETF是SPDR Gold Trust (GLD)[7] 宏观经济与地缘政治 - 中国最新经济数据强劲 为中美贸易谈判增加了筹码[4] - 日本就组建联合政府达成一致 Sanae Takaichi成为新首相 日经225指数上涨超过3%[4] - 第三季度GDP环比增长1.1% 高于0.8%的市场预期[12] - 工业生产总值同比增长6.5% 高于5.0%的市场预期[12] - 消费者价格指数(CPI)预计将于周五发布[12] 科技巨头股票资金流向 - 早盘交易中 Apple (AAPL)、Amazon (AMZN)、Alphabet (GOOG)、Meta (META)和Tesla (TSLA)资金流为正[5] - 早盘交易中 Microsoft (MSFT)资金流为中性[6] - 早盘交易中 NVIDIA (NVDA)资金流为负[6] - 早盘交易中 SPDR S&P 500 ETF Trust (SPY)和Invesco QQQ Trust (QQQ)资金流为正[6] 原油市场 - 美国石油ETF(USO)出现积极资金外流[8] - 有传言称印度在特朗普总统施压下削减俄罗斯石油采购 目前印度购买俄罗斯石油出口量的38%[8] - 早盘交易中 市场大众在卖出石油 聪明资金则未活跃交易[8] 行业与主题交易 - 市场对特朗普总统本月在关税上调延期结束前与中国达成协议持乐观态度 引发早盘积极买入[12] - 市场大众正在买入稀土矿产股 如MP Materials Corp (MP)、USA Rare Earth Inc (USAR)和Critical Metals Corp (CRML)[12] - 市场大众亦聚焦于量子计算股Rigetti Computing Inc (RGTI)、IONQ Inc (IONQ)和D-Wave Quantum Inc (QBTS)以及太空股Rocket Lab Corp (RKLB)和AST SpaceMobile Inc (ASTS)[12] - 电动垂直起降飞行器股Archer Aviation Inc (ACHR)和Joby Aviation Inc (JOBY)出现买入 ACHR与韩国航空签署了潜在出售100架Midnight飞机的协议[12] 比特币 - 比特币目前处于区间震荡[10] 投资组合策略 - 传统60/40投资组合中 基于通胀调整后的概率风险回报目前不利于长期债券的战略配置[17] - 坚持传统60%股票和40%债券配置的投资者可考虑仅关注高质量债券和期限在五年以内的债券[17] - 债券ETF目前可作为战术性头寸而非战略性头寸使用[17]

For employees worried that AI agents could take their jobs, one of the field’s leading founders says the technology is still far from perfect. Andrej Karpathy, co-founder of OpenAI said it’s not the “year of agents”—and while he uses AI agent tools like Claude and Codex, they’re still way behind the work of humans.“They’re cognitively lacking and it’s just not working. It will take about a decade to work through all of those issues,” Karpathy said, in an episode of the Dwarkesh Podcast. “They just don’t wor ...

Nebius stock (NASDAQ: NBIS) rally has hit a speed bump, with shares retreating sharply after a spectacular run that saw the AI infrastructure provider become one of the year's standout performers. Thi... ...