The House of Representatives on Thursday passed a bill aimed at making it easier to get federal permits to build infrastructure for artificial intelligence projects.The bill, known as the SPEED Act, is backed Big Tech giants such as OpenAI, Micron and Microsoft The bill cleared the House in a 221-196 vote, overcoming a conservative rebellion that nearly sank the legislation in a procedural vote earlier this week. The bill now heads to the Senate, where it is likely to be part of a larger conversation around ...

Instacart will pay $60 million to settle allegations by the Federal Trade Commission that it misled users with false advertising and deployed "unlawful subscription enrollment" practices.The federal agency alleged that Instacart used deceptive tactics in its subscription signup and "satisfaction guarantee" advertising that caused consumers to pay more in fees, and prevented them from securing refunds.For example, the FTC said Instacart falsely dangled promises of "free delivery" to consumers on their first ...

市场整体表现 - 标普500指数在连续四个交易日下跌后于周四反弹 [1] - 科技板块从近期跌势中反弹 主要受美光公司关于其人工智能内存芯片需求强劲的指引推动 [1] - 非必需消费品板块是周四市场表现最强劲的板块 涵盖科技公司亚马逊和特斯拉以及许多餐饮、零售、旅游和休闲类股 [1] - 非必需消费品板块的上涨受到通胀压力缓解迹象的鼓舞 此前消费者价格指数读数远低于预期 [1] 个股表现与交易 - 美光公司股价飙升超过12% [1] - 俱乐部持仓公司Texas Roadhouse股价连续第二天上涨 公司于周一早间在较低价位增持了该股 [1] - 俱乐部计划在限制解除后（最早可能在本周五）减持Capital One的头寸 这将是自3月初建仓以来的首次卖出 [1] - Capital One股价自11月21日以来仅有两个交易日下跌 在此期间上涨约20% 表现远超标普500指数约4%的回报率 [1] 公司评级与目标价调整 - 公司提高了投资组合中金融股的目标价 [1] - 将高盛目标价从850美元上调至925美元 [1] - 将富国银行目标价从90美元上调至96美元 [1] - 将Capital One目标价从250美元上调至270美元 但将其评级下调至2级 [1] 公司观点与展望 - 公司对Capital One明年的前景仍持乐观态度 预期与Discover相关的协同效应将得到更好实现 且股票回购将增加 [1] - 公司注意到在股价大幅上涨后 对大型头寸不应过于贪婪 [1] - 金融头寸是本月投资组合中表现最强劲的部分之一 [1] 后续事件与财报日程 - 俱乐部持仓公司耐克、联邦快递和KB Home将在收盘后公布财报 [1] - 周五开盘前 康尼格拉、Lamb Weston、Paychex和嘉年华公司将公布业绩 [1] - 数据方面 将公布密歇根大学消费者信心指数和一年期通胀预期数据 [1]

Thursday saw the release of a much lighter-than-expected consumer price report for November, breaking from the recent trend of sticky inflation.Stocks jumped. Yields fell. Odds of a Federal Reserve rate increased.And many economists scratched their heads.The Bureau of Labor Statistics reported that the consumer price index had an annual inflation rate of 2.7% last month, while core CPI – a measure that excludes volatile food and energy prices – was even lower at 2.6%. Both were below than what economists ha ...

政策变动 - 美国总统特朗普签署行政命令 指示联邦机构将大麻从《管制物质法案》中最严格的附表I类别重新分类至附表III类别 这是美国半个多世纪以来最重要的大麻政策转变 [1] - 重新分类后 大麻将脱离与海洛因和LSD同属的最严格类别 转入具有公认医疗用途且滥用潜力较低的类别 该类别包括氯胺酮和含可待因的泰诺等物质 [2] 政策动因与配套措施 - 行政命令旨在回应美国患者的需求 包括遭受极端疼痛、不治之症、侵袭性癌症、癫痫症、神经系统问题等困扰的患者 以及众多有服役相关损伤的退伍军人和患有慢性疾病的老年人 [3] - 美国医疗保险和医疗补助服务中心计划于四月启动试点项目 允许部分享有医疗保险的老年人免费获得医生推荐且符合质量安全法规的CBD产品 产品需来自合法合规来源并经过第三方CBD含量和污染物检测 [4] 市场反应 - 政策宣布后 大麻企业集团股价表现分化 Tilray Brands股价上涨约6% 而Trulieve股价下跌约15% Green Thumb Industries股价下跌约5% [5] - 跟踪美国运营商的AdvisorShares Pure US Cannabis ETF下跌超过10% [5] 行业影响 - 重新分类被许多分析师视为对该行业的财务生命线 此举使公司免受国税局法规第280E条的限制 首次允许其扣除租金和工资等标准开支 同时也为银行业务接入和此前因合规担忧而却步的机构资本打开了大门 [6] - 华尔街预期政策变化和医疗保险试点将吸引大型制药公司进入该领域 以追逐联邦保险覆盖的收入 [6] 行业现状与前景 - 尽管近年来CBD产品人气激增 广泛应用于从苏打水到护肤品的消费品中 但美国食品药品监督管理局并未给予该化合物全面支持 [7] - 研究发现CBD对特定病症的益处不一致 且FDA资助的研究警告长期使用CBD可能导致肝毒性并干扰其他救命药物 目前FDA仅批准了一种基于CBD的药物Epidiolex 用于治疗罕见形式的癫痫 [7] - 专家和业内人士表示 重新分类可能为更多关于CBD使用效果的研究铺平道路 [8]

President Donald Trump's social media company will provide the capital needed to bring TAE Technologies' first fusion power plant online in the United States by 2031, TAE CEO Michl Binderbauer told CNBC on Thursday.Binderbauer spoke shortly after his privately held company and Trump Media and Technology Group announced plans for an all-stock merger valued at more than $6 billion.The CEO said the deal would combine Trump Media's "fortress balance sheet" with TAE's technologies."We've got capability and techn ...

公司政策变更 - 美国航空宣布自2025年12月17日起 购买基础经济舱机票的旅客将不再累积AAdvantage里程或用于精英会籍的忠诚度积分 [1][2] - 基础经济舱旅客仍可享受一件免费个人物品和一件免费随身行李 免费零食 软饮和机上娱乐服务 [2] - 精英会员即使购买基础经济舱机票 在国内航班上仍有资格获得升舱至头等舱的机会 [2] 行业背景与竞争态势 - 基础经济舱是航空公司过去十年在全行业推出的最便宜但限制最多的票价 通常不允许免费改签或提前选座 [3] - 全行业航空公司一直在追逐愿意支付更高票价飞行的旅客 [3] - 在后疫情时代的奢华旅行热潮中 美国航空落后于其主要竞争对手达美航空和联合航空 [3]

Traders work on the floor of the New York Stock Exchange (NYSE) at the opening bell in New York on December 16, 2025.Wall Street could be in for a volatile end to the week as traders brace for what Goldman Sachs says will be the largest options expiration on record.More than $7.1 trillion in notional options exposure is set to expire this Friday, according to Goldman, including roughly $5 trillion tied to the S&P 500 index and $880 billion linked to single stocks. December options expirations are typically ...

A shopper carries Nike bags in San Francisco, California, US, on Wednesday, Dec. 17, 2025.Nike on Thursday posted quarterly earnings and revenue that topped Wall Street's estimates, as strength in North America helped to offset a plunge in China sales.Here's what Nike reported for its second fiscal quarter of 2026, according to consensus estimates from LSEG:Earnings per share: 53 cents vs. 38 cents expectedRevenue: $12.43 billion vs. $12.22 billion expectedThe athletic apparel retailer said sales in North A ...

On Dec. 9, JPMorgan warned it would spend more next year than it had previously forecast. Shares tanked. Within days, the bank's stock had recovered. That trading dynamic is a rapid-fire microcosm of an approach that billionaire fund manager Ron Baron says underlies a key part of his investment philosophy: making bets on the companies that the market is punishing in the short-term for spending on the priorities they need for their long-term growth.Baron, the founder and CEO of Baron Capital, in recent years ...