英伟达与OpenAI商业关系 - 英伟达与OpenAI的商业关系进入新阶段 [1]

Inflation is still above the Fed's goal of 2% each year. Frederic J. Brown / AFP via Getty Images Close Key Takeaways Today's inflation trends are either something to worry about or no big deal, depending on which Federal Reserve official you ask.On Monday, at least four members of the central bank's policy committee discussed whether the Fed should cut its key interest rate further in the months ahead. This is the first time some have spoken publicly since the central bank's policy-setting committee decide ...

iPhone 17需求表现 - iPhone 17在华尔街引起关注 需求出现令人惊讶的强劲迹象[1] - 该产品在缺乏亮点的发布后展现出超预期的市场表现[1]

Shares of Tylenol maker Kenvue (KVUE) are dropping in morning trading on a report that the White House is expected to make an announcement Monday linking pregnant women's use of the painkiller to increased risk of autism. ...

Trump last week extended the deadline under which ByteDance would have to sell TikTok to a U.S.-based owner or be banned. Cheng Xin / Getty Images Close KEY TAKEAWAYS President Donald Trump said that Rupert Murdoch and his son Lachlan Murdoch, as well as Dell Technologies (DELL)Â CEO Michael Dell, may be involved in the group buying Chinese-owned TikTok's U.S operations. Speaking on Fox News on Sunday, Trump also said Oracle (ORCL) co-founder Larry Ellison was part of the same group, as widely reported prev ...

美联储利率政策动向 - 美联储在2025年首次降息 市场关注后续利率路径 [1][2][6] - 美联储官员本周密集讲话 包括主席鲍威尔和新成员Stephen Miran 为年内剩余两次会议提供政策线索 [3][8][12] - 美联储预计在后续会议中进一步降息 但决策将取决于经济数据表现 [8] 经济数据发布计划 - 8月PCE通胀指数将于9月26日公布 7月数据保持相对稳定 [6][7][17] - 第二季度GDP终值修订版将于9月25日发布 8月曾上修 [4][9][14] - 本周将发布8月新屋销售和成屋销售数据 抵押贷款利率近期下降 [6][9][14] - 消费者信心指数 失业救济申请和耐用品订单数据也将陆续公布 [9][14][17] 企业财报焦点 - 美光科技将于9月23日公布财报 上季度创纪录营收 受数据中心客户对存储芯片需求推动 [10][14] - Costco将于9月25日公布季报 上季度销售额增长8% 同店销售持续增长 [11][15] - CarMax同日公布财报 反映二手车市场状况 [11][15] - 本周发布财报企业还包括AutoZone Cintas Accenture等 [11][14][15] 市场表现与指数 - 美股三大指数上周均创历史新高 标普500指数连续第三周上涨 [2][5] - 美光科技股价上周创历史新高 分析师普遍看好 [10] 重要会议日程 - 9月22日：五位地区联储主席发表讲话 [12] - 9月23日：标普全球PMI数据 鲍威尔讲话 美光和AutoZone财报 [14] - 9月24日：旧金山联储主席讲话 Cintas等企业财报 [14] - 9月25日：GDP修订值 住房销售数据 多位联储官员讲话 Costco等企业财报 [14][15] - 9月26日：PCE通胀数据最终发布 消费者信心指数 两位联储官员讲话 [14][17]

The buzz reheated Friday around a possible media mega-merger, helping lift shares of the companies involved, while a report from a short seller sent shares of a medical device manufacturer sharply low... ...

Some investors reacted strongly—and quickly—to Nvidia's $5 billion investment in Intel, fearing stiffer competition for Arm and Advanced Micro Devices. Those initial worries appear to have subsided, b... ...

公司业绩表现 - 公司报告季度亏损 [1] - 公司股价周五下跌 [1] 行业市场动态 - 学校因政府资金不确定性而减少支出 [1]

FedEx said it expects 4% to 6% revenue growth this fiscal year, above analysts' estimates as compiled by Visible Alpha. Its forecast for adjusted earnings per share, a range of $17.20 to $19, was roughly in line with projections at the midpoint. FedEx also said it's on track to reduce costs by $1 billion in fiscal 2026 and spin off its freight business by next June, The company logged stronger-than-expected results in its fiscal first quarter. It posted adjusted earnings per share of $3.83 on revenue that c ...