Amazon surged 9.6% after reporting third-quarter revenue of $180.2 billion, surpassing Wall Street’s estimate of $177.9 billion. Its cloud unit, AWS, posted a 20% revenue jump, the fastest pace since 2022. CEO Andy Jassy said AI adoption and core infrastructure demand were accelerating, calling AWS growth “strong and broad-based.” The results triggered a rally across AI-linked stocks. Palantir Technologies climbed 3%, Oracle gained 2.2%, and chipmaker AMD advanced further, capping a stunning 58% monthly ga ...

Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Fly-E (FLYE)To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in Fly-E between July 15, 2025, to August 14, 2025 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Marion Passmore directly at (212) 355-4648. Click here to participate in the action. NEW YORK, Oct. 31, 2025 (GLOBE NEWSWIRE) -- What’s Happening: Bragar E ...

SINGAPORE, SG / ACCESS Newswire / October 30, 2025 / Ryde Group Ltd (NYSE American:RYDE) ("Ryde" or the "Company"), a leading technology platform for mobility and quick commerce in Singapore, today announced that its wholly owned subsidiary, RCSR Pte Ltd, has entered into a Notes Subscription and Debenture Agreement with Singapore Electric Vehicles Pte Ltd ("SEV"), one of Singapore's largest private EV fleet operators. This strategic investment represents a key milestone in Ryde's roadmap toward full electr ...

China already has an extensive EV charging infrastructure, with 16.7 million charging points at the end of July 2025. Here, consumers are giving higher priority to range convenience and pricing over Tesla's global charging infrastructure and autonomous driving innovations.Xiaomi is now well-positioned to capitalize on the 731 million monthly active users in its human-vehicle-home ecosystem. Since this brand name is already well-established in China's wearables, smartphone, and smart home markets, many custo ...

投资主题与资产类别 - 美联储开启降息周期，投资者正寻求将大量现金投入其他机会，目前美国民众持有近20万亿美元现金，其中7万亿在货币市场基金[5] - 投资策略上建议与市场共识“反向操作”，例如持有小型、被低估的股票以分散大型成长股的风险[3] - 华尔街专业人士分享了从黄金到欧洲股票等多种投资方向[6] 小盘价值股 - 小盘价值股对利率高度敏感，是降息周期的主要受益者，因其45%的债务为短期工具，可借降息之机进行再融资以降低利率成本[3] - 可关注的ETF包括iShares US Small Cap Value Factor ETF (SVAL)[6] 新兴市场债务 - 新兴市场债务同样受益于利率下降，自1997年以来其平均回报率已超过新兴市场股票[2] - 可关注BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF (XEMD)[6] 黄金矿商 - 黄金矿商应能提供丰厚的股息，这得益于近期黄金需求的激增[1] - 矿商展现出更强的资本纪律，产生大量自由现金流，可通过股息和股票回购持续向股东返还资本[1] - 可关注VanEck Gold Miners ETF (GDX)[6] 黄金与比特币（贬值交易） - 建议进行所谓的“贬值交易”，将资金各半投入黄金和比特币，以对冲美元贬值、其他法币疲软以及全球主权债务上升的风险[7] - 尽管近期价格有所回落，但央行对黄金和比特币的增持以及政府债务飙升意味着涨势仍有空间[8] - 可透过SPDR Gold Trust (GLD)和iShares Bitcoin Trust ETF (IBIT)等基金进行配置[9] 欧洲与英国股票 - 欧洲和英国股票比美国股票便宜得多，且提供更高的股息，其市盈率处于十几倍水平，而美国股票在二十倍出头[10][11] - 若美元进一步贬值，以欧元和英镑计价的投资将为美国投资者带来额外的回报放大效应，美元年初至今已下跌约9%，长期看可能继续大幅下跌[12] - 可关注iShares MSCI United Kingdom ETF (EWU)和Vanguard FTSE Europe ETF (VGK)[12] 人工智能主题 - 人工智能领域的发展可能仅处于“第五局”，尽管存在泡沫和高估值担忧，但尚未看到危险[14] - 建议关注与基础设施构建相关的公司，包括半导体领域以及提供工业基础设施、电力、变压器等的工业公司[17] - 科技、通信服务和公用事业板块是参与此主题的最佳选择[17] - 具体投资组合可配置6000美元于亚洲新兴市场（主要是中国）AI股票，4000美元于美国AI股票，中国大型科技公司估值仅为美国同行的三分之一到五分之一[14][15] - 中国部分可关注阿里巴巴和小米，美国部分可关注超微电脑（SMCI）和微软（MSFT）[14][15] - 可参考的ETF包括Vanguard Information Technology Index Fund ETF (VGT)、Communication Services Select Sector SPDR ETF Fund (XLC)和Vanguard Utilities ETF (VPU)[18] 医疗保健行业 - 医疗保健行业可作为对人工智能主题集中度的平衡，为投资组合增加多样性，该行业表现滞后且政策不确定性似乎接近尾声[18] - 医疗保健领域内如管理式医疗等部分存在问题，但预计明年将开始正常化，是提供良好多元化效益的落后板块[18] - 可关注iShares U.S. Healthcare ETF (IYH)[18] 特定行业与选股策略 - 采用“低谷中的低谷”主题，寻找盈利处于低谷水平且估值相对于历史较低的的公司，以期获得盈利增长和估值扩张的双重收益[19][20] - 健康维护组织（HMO）股票目前处于承保周期的低点，意味着承保标准将趋严，从而带来更大的利润率，例如Elevance Health的市盈率为11.5倍[20][21] - 利率下降有利于与住房周转率（即人口流动增加）相关的公司，例如管道设备公司，Fortune Brands是定位良好且估值便宜的标的[21] - 存在“总部折价”股票，即因总部设在美国以外而显得便宜，例如BP和Shell的市盈率显著低于Exxon，British American Tobacco与Altria价格相同但拥有年增长15%的新一代产品和高倍数印度子公司[22]

U.S. equity markets are poised for another strong session on Monday, October 27, 2025, with premarket trading indicating a continuation of the bullish momentum that propelled major indexes to record highs last week. Investor optimism is largely fueled by expectations of an imminent Federal Reserve interest rate cut and significant progress in U.S.-China trade negotiations. This week promises to be pivotal, with crucial economic data, central bank policy decisions, and a wave of earnings reports from tech gi ...

Cost cutting at the EV start-up is another example of coming pain for the U.S. EV industry. ...

Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Fly-E (FLYE)To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in Fly-E between July 15, 2025, to August 14, 2025 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Marion Passmore directly at (212) 355-4648. Click here to participate in the action. NEW YORK, Oct. 23, 2025 (GLOBE NEWSWIRE) -- What’s Happening: Bragar E ...

Welcome to Young Financ's flagship show, The Morning Brief. I'm Julie Hyman. Let's get to the three things you need to know today.First up, US stock futures are searching for direction, but under the surface, it's earnings driving the action. One of the key names we're watching is, of course, Tesla. The EV maker set to open lower as third quarter results came in mixed.The company posted better than expected revenue. Profit came in short. And CEO Elon Musk using the end of the earnings call to push sharehold ...

Pony AI Inc. (NASDAQ:PONY) is among the overlooked AI stocks to buy now. On October 17, 2025, Pony AI Inc. (NASDAQ:PONY) announced its collaboration with Stellantis, a Dutch electric vehicle manufacturer, to develop L4 autonomous vehicles for the European market. While integrating Pony.ai’s autonomous driving technology through its European division headquartered in Luxembourg, the partnership will feature Stellantis’ autonomous driving-ready platform. Initially, both entities plan to start deploying test ...