The Trump trade has taken on a literal connotation, with the White House recently investing in several mining and technology companies that have publicly traded stocks. Historically, the U.S. government has avoided direct ownership of public companies to maintain free-market principles and prevent favoritism. Instead, it usually supports broader industries through grants and subsidies, tax incentives, or regulatory support.Under President Trump, the White House has broken this precedent, but has focused on ...

与OpenAI达成的里程碑式协议带飞了AMD股价。 AMD本周三收涨11.4%，股价史上首次收盘突破230美元，最近三日累计大涨43%，创2016年4月以来九年最大三日涨幅。 这波涨势主要源于，本周一OpenAI宣布与AMD达成合作，将部署合计算力6千兆瓦（GW）的AMD芯片。当天，AMD股价 一度涨近38%，收涨近24%，为一年来最佳单日表现。 分析师普遍认为，这项协议将重塑AI芯片竞争格局。瑞穗分析师Jordan Klein表示，AMD的实际财务数据已不再重要，关键 在于该公司能否快速扩大MI450芯片生产，为OpenAI实现6GW芯片的完整部署。Gimme Credit高级债券分析师Dave Novosel 认为，OpenAI对AMD芯片的认可可能促使其他AI龙头认真考虑采用AMD的GPU。 本周已有26位华尔街分析师上调AMD的目标价，其中最高的目标价预示，将本周三日大涨后，AMD股价有望再涨近30%。 绝大多数分析师维持买入评级。 AMD周三成为标普500指数表现最佳个股，推动整体AI概念股重新活跃，即使是周二被爆云利润率逊色而一度跌超7%的甲 骨文，也成功扭转跌势，收涨1.5%。 OpenAI协议 ...

The U.S. stock market demonstrated robust performance on Wednesday, October 8, 2025, with major indexes largely rebounding from a slight pullback yesterday and setting new all-time highs. Investor sentiment was primarily driven by continued optimism surrounding artificial intelligence (AI) advancements and the release of Federal Reserve meeting minutes, which suggested the central bank is on track for further interest rate cuts this year. Despite an ongoing government shutdown, the market maintained its upw ...

Zooming in on that a bit more, and the focus settles on the easy policy king: Japan. From 'NIRP' and 'ZIRP' to yield curve control, from QE to record public debt, Japan in recent decades has single-mindedly pursued policies often considered unorthodox, unworkable or unrepeatable elsewhere.A U.S. capex boom in AI is driving solid growth and earnings expectations, inflation in much of the developed world is above the 2% target, financial conditions are the loosest in years, public debt dynamics are deteriorat ...

[Music] Hello, welcome to Market Domination. I'm Josh Lipton live from our NYC headquarters. Stocks advancing while Wall Street waiting for hints from the Fed about policy cuts.Plus, gold rushing ahead with its record-breaking rally. More on those top stories in just a moment. But right now, just now we're going to a closing bell.Let's take a look at the major averages. The Dow basically flat here. For the S&P 500 though, your broad gauge is up about half a percent. New on the tech heavy Nasdaq is up about ...

市场表现与历史周期 - 标普500指数自六个月前的关税低点以来已上涨35% [1] - 当前牛市已持续三年 过去50年中 达到三年里程碑的牛市平均持续八年 意味着可能还有五年上行空间 [2] - 美联储暂停加息六个月或更长时间后降息的情况 在过去40年发生过八次 其中一半案例股市在未来6个月上涨约8% 未来12个月上涨约15% [3][4] 宏观经济与货币政策 - 市场预期美联储今年将再降息两次 政府停摆时间越长 10月份再次降息的可能性越大 [6] - 在美联储暂停后降息的历史案例中 另一半情况经济陷入衰退 但当前分析并非基本假设 [3] 行业投资机会 - 人工智能基础设施投资目前约为6000亿美元 预计到本十年末将达到3至4万亿美元 存在显著增长空间 [6][7] - 生物技术领域并购活动预计将增加 因大型制药公司面临价格控制和专利到期阻力 小型生物技术公司存在机会 [10][11] - 市政债券年初至今表现逊于其他固定收益资产 但由于新发行供应减少和需求增加 价格有望上涨 [13][14] - 国际股票持续表现优于美国股票 但市场讨论度较低 [14] 市场估值与风险 - 标普500当前估值高于其5年和10年平均水平 [9] - 市场今年已出现超过30次收盘纪录 去年有57次 此类高增长态势可能难以持续 [9] - 房地产供应短缺且处于估值高位 黄金交易价格超过4000美元 传统多元化渠道效果减弱 [12]

The shutdown of the US government is now into its second week, weighing on market sentiment and delaying key economic reports. The government shutdown means delays in the release of government reports, including Tuesday's Aug US trade report and last Friday's monthly payroll report. A prolonged shutdown could also delay the government's inflation data, scheduled for release on October 15. The White House has warned that if the government shutdown lingered, it would trigger widespread dismissals of employees ...

Key Takeaways An AI chipmaker's stock extended its rally in the wake of a major artificial intelligence deal. Meanwhile, the latest salvo in an escalating competition between credit score providers weighed on one of the industry's big players. The S&P 500 rose 0.6% and the tech-heavy Nasdaq climbed 1.1% to set fresh closing highs, bolstered by gains in the tech sector and minutes from the latest Federal Reserve meeting suggesting the central bank could be on track toward more interest-rate cuts this year. T ...

[Chart courtesy of MarketWatch.com][Chart courtesy of MarketWatch.com]Moving the marketStocks started off strong Wednesday, bouncing back after Oracle’s stumble yesterday snapped the S&P 500’s seven-day winning streak and sparked fresh questions about how long the artificial intelligence boom can last.Nvidia shares climbed 2% after CEO Jensen Huang said computing demand has jumped sharply—especially over the past six months—helping overshadow Oracle’s warning about thin margins in its cloud business and som ...

We recently published 10 AI Analyst Calls You Should Pay Attention To. Broadcom Inc. (NASDAQ:AVGO) is one of the stocks analysts were recently talking about. Ben Reitzes, Melius Research’s head of technology research, praised Broadcom CEO Hock Tan during a program in June on CNBC. He said the company will remain a winner due to the growing demand for custom chips. “He’s one of the best operators in the business. He really tends to deliver and I think he’s also a great communicator. I think that one of th ...