Nvida CEO Jensen Huang has said he expects spending to grow across industries as demand for AI and its applications expands. I-Hwa Cheng / AFP / Getty Images Close Key Takeaways U.S. companies expect to spend hundreds of billions of dollars on AI over the next few years, but some investors are worried those plans—and the stock market rally they've fueled—depend too much on just a handful of companies. Chip giant Nvidia (NVDA) revealed in a regulatory filing last month that two direct customers accounted for ...

Close Is the labor market as bad as the Federal Reserve thinks? We'll know more on Friday, when September's employment report is expected to shed fresh light on the economy for workers as Fed officials worry about a rise in unemployment. The jobs report leads a slew of labor market data due this week, along with updates from several Fed officials on the state of the economy. Consumer confidence, home prices, factory orders, and construction spending will also be in focus. Earnings reports from shoe seller N ...

美股市场整体表现 - 主要股指结束三日连跌 标普500指数上涨06% 道指上涨07% 纳斯达克指数上涨04% [2] - 通胀数据符合预期 市场认为美联储将继续降息路径 [2] 电子艺界收购案 - 股价飙升近15% 成为标普500指数中表现最佳成分股 [3][7] - 华尔街日报报道沙特公共投资基金与私募股权公司Silver Lake接近达成500亿美元私有化交易 或成史上最大杠杆收购案 [1][3] 英特尔业务进展 - 股价延续涨势 单日上涨44% [5] - 除与苹果公司谈判外 正与台积电探讨投资及合作机会 [5] - 英伟达宣布与英特尔达成50亿美元投资合作计划 [5] 波音监管进展与订单 - 股价上涨36% 美国联邦航空管理局允许公司自行签发部分737 Max和787机型适航证书 [6] - 土耳其航空签署225架飞机采购协议 [8] 好市多业绩表现 - 股价下跌近3% 第四财季美国同店销售额增长不及预期 [7][9] - 尽管销售和利润超预期 但消费者对非必需消费品保持谨慎 行业竞争加剧 [9] 甲骨文与 eBay 市场动态 - 甲骨文股价下跌27% 罗斯柴尔德Redburn给予"卖出"评级 认为市场对其云业务预期过于乐观 [10] - eBay股价下跌约2% 公司同意收购挪威C2C社交交易平台Tise [11] 帕卡关税受益 - 股价上涨超5% 美国政府宣布对重型卡车等商品征收新关税 [4] - 公司此前称关税不确定性压制卡车市场需求 同时应对钢铁铝材关键部件关税影响 [4]

Imported cabinets will be subject to 50% tariffs, President Donald Trump said. Kosamtu / Getty Images Close Key Takeaways President Donald Trump's latest tariffs have led to some early winners and losers among furniture stocks. Newly announced tariffs on furniture ripped through sector stocks on Friday, lifting shares of companies with a significant domestic manufacturing footprint and dragging down high-end retailers, such as RH (RH) and Williams-Sonoma (WSM). The U.S. will impose a 50% tariff on kitchen c ...

Boeing shares are up by about 25% this year. JASON REDMOND / AFP via Getty Images Close KEY TAKEAWAYS Federal regulators are easing restrictions on some Boeing jets, including 737s and 787s, the FAA confirmed Friday, potentially allowing the plane maker to produce and deliver them faster. Boeing will be allowed to do the final safety check on some of its 737 Max and 787, or Dreamliner, jets, the FAA said. Regulators stopped allowing Boeing to issue its own airworthiness certificates, which indicate a plane ...

An investment from Nvidia and reports of talks with Apple in the past week have done wonders to boost Intel's stock price, though it remains well off its 2021 highs. Justin Sullivan / Getty Images Close Key Takeaways Not long ago, it was hard to find people who were excited about Intel's stock. But these days, even skeptics are finding it difficult to look away, with President Donald Trump's recent endorsement, a high-profile investment from Nvidia (NVDA), and rumors swirling about still more deals—leaving ...

Not long ago, it was hard to find people who were excited about Intel's stock. But these days, even skeptics are finding it difficult to look away, with President Donald Trump's recent endorsement, a high-profile investment from Nvidia (NVDA), and rumors swirling about still more deals—leaving some investors wondering whether persistent concerns about the chipmaker's business should be overlooked to get in on the action. "We have been of the belief that Intel remains fundamentally challenged though have bee ...

Amazon has agreed to pay Prime members to settle U.S. government allegations about the service. Matthias Balk / picture alliance via Getty Images Close Key Takeaways Tech and retail giant Amazon agreed to pay billions of dollars in refunds and penalties to settle allegations of "deceptive" practices involving the Prime subscription service, the government said Thursday. The company, among the world's most valuable, agreed to pay a $1 billion civil penalty and $1.5 billion in refunds to customers, the FTC sa ...

CarMax shares plummeted Wednesday after downbeat earnings news. Global banking giant HSBC (HSBC) said that it had conducted a successful bond trading trial using quantum computers from International Business Machines (IBM) to optimize market predictions. According to the financial firm, incorporating IBM's quantum computing resources resulted in a 34% improvement in predicting the likelihood that a trade would be executed at a particular price compared with using only classical computing techniques. IBM sha ...

Sales of newly constructed homes rose at their fastest pace in more than three years last month. Justin Sullivan / Getty Images Close Key Takeaways New homes are now more popular than existing homes, due largely to builder incentives and plentiful inventory, new data released this week showed. Sales of newly-constructed homes in August came in at an annual rate of 800,000, a 20% increase from July's rate of 664,000. It was the fastest pace of sales since early 2022, economists at Wells Fargo noted in a repo ...