LIVE Last Updated: 1 hour ago Wall Street Fear Index Creeps Up as Investors Await Fed Speakers By George Glover Dow Set to Open Down as the Market Struggles to Find Catalysts Investors were feeling a little more on edge on Monday ahead of a slew of speeches by Federal Reserve governors, including President Donald Trump's ally Stephen Miran. The Cboe Volatility Index, or VIX, rose to 16.2 from 15.4 in early trading. The widely-followed fear gauge tracks S&P 500 options contracts, with any reading of above 20 ...

The Federal Reserve’s recent interest-rate cut may give an extra boost to the already booming ETF industry. Investors had been anticipating the Fed’s decision for some time, but analysts said certain sectors and strategies stand to gain from lower rates. One area to watch is the $7.4 trillion money market fund industry, which could become less attractive to investors if interest rates continue to drop through the rest of this year. A more risk-on environment is expected to drive assets out of money market ...

美联储降息影响 - 美联储于9月17日降息25个基点 为2025年首次降息 并预计年底前再降息两次 2024年共降息三次 [1] - 利率下降通常推动投资者转向高风险成长股或高收益股息股 [1] - 对传统银行影响复杂 降息可能刺激贷款活动但会降低净利息收入 并使储蓄账户和存单吸引力下降 [2] Upstart业务模式 - 公司是连接银行、信用合作社和汽车经销商的贷款中介平台 采用AI驱动模型审查非传统数据点(如标准化考试成绩、GPA和工作经历)审批贷款 [4] - 作为不承担贷款风险的中介机构 主要收入来自向贷款合作伙伴收取的推荐费 无需高利率维持利润 [5] - 降息环境预计增加贷款申请量 提升费用收入且不影响利润率 [5] Upstart财务表现 - 2022-2023年因利率上升导致贷款需求萎缩 2024年随利率下降增长重新加速 [6] - 分析师预测2024-2027年营收复合年增长率达36% 调整后EBITDA复合年增长率达245% [7] - 增长驱动因素包括利率下降、贷款自动化程度提升和超优质借款人增加 当前股价相当于明年调整后EBITDA的22倍 [7] 行业机会 - 除传统银行外 部分金融股可能在降息环境中受益 重点公司包括Upstart、Robinhood和标普全球 [3] - Robinhood客户将增加股票、期权和加密货币交易量 [8] - 标普全球信用评级业务将随企业债务发行量增加而增长 [8]

Plug Power stock just had an epic week.Plug Power (PLUG 3.81%) stock soared in this week's trading. The hydrogen fuel cell specialist's share price bounded 44.1% higher across the stretch. Over the same period, the S&P 500 rose 1.2%, and the Nasdaq Composite rose 2.2%.Plug Power's valuation rocketed higher this week, thanks in large part to the Federal Reserve's move to cut interest rates by a quarter of a percentage point. With the gains, the stock is now up 91% over the last three months. Plug Power surge ...

美联储降息影响 - 美联储于2025年9月17日将基准利率下调25个基点至4.00%-4.25% 为2025年首次降息 并预计2025年底前再降息两次 2026年仅降息一次[2] - 降息可能抑制通胀并刺激就业增长 同时推动投资者转向风险更高的投资[2][3] 公司业务表现 - 加密货币交易在2025年上半年贡献公司37%的交易收入及22%的总收入[6] - 2025年第二季度加密货币交易收入同比增长98% 2024年第二季度至2025年第二季度同比增长率分别为161%、165%、700%、100%、98%[7] - 保证金利息收入占2025年上半年总收入的12% 现金扫荡利息收入占比6%[9] - 交易收入占2025年上半年总收入的58%[10] - 订阅服务收入在2025年上半年同比增长67%至8200万美元 占总收入4%[12] 用户与资产增长 - 公司资助客户数从2020年1250万增长至2024年2520万[13] - 托管资产从2020年630亿美元增长至2024年1930亿美元[13] - 2020至2024年收入复合年增长率为32.5%[13] - 2025年第二季度黄金层级订阅用户数达350万 同比增长76%[12] 未来发展预期 - 2024至2027年分析师预计公司收入与调整后EBITDA复合年增长率分别为22%和30%[14] - 公司企业价值为1086亿美元 对应明年调整后EBITDA的38倍[14] - 过去12个月公司股价涨幅超过440%[15]

英特尔股价飙升与市场影响 - 英特尔股价本周出现22.8%至29%的惊人涨幅 创下自1987年以来最大单日涨幅 [2] - 英伟达宣布向英特尔投资50亿美元并达成战略合作 共同开发先进数据中心和PC芯片 [2] - 英特尔股价因此大幅上涨 成为华尔街超买最严重的股票之一 [2] 科技板块与整体市场表现 - 英特尔强劲上涨推动整体市场上扬 道指、标普500和纳斯达克综合指数均创历史收盘新高 [3] - 美联储决定降息25个基点 将政策利率下调至4.00%-4.25%区间 [3] - 科技板块特别是半导体行业获得显著收益 英伟达股价也上涨3.4%至3.5% [3] 英特尔与英伟达合作细节 - 英伟达对英特尔进行50亿美元投资 双方建立战略合作伙伴关系 [6] - 合作重点为共同开发数据中心和PC芯片 [6] - 该交易使英特尔成为华尔街超买最严重的股票之一 [6]

Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.Wall Street posted record-high closes after the Fed's first interest-rate cut of 2025 and news that Nvidia NVDA will invest $5 billion in Intel INTC. Intel surged nearly 23%, its largest one-day gain since 1987, while Nvidia rose about 3.5%. The rally lifted the Nasdaq, S&P 500, and small-cap indexes like the Russell 2000.The rate cut came amid signs of a softening jobs market an ...

Key Takeaways The Fed's 25 bps rate cut and hints of more support risk assets like equities and crypto.Coinbase could see higher trading volumes, lifting transaction revenues above 50% of its top line.COIN shares are up 38.5% YTD, but its P/E of 52.56 is well above the industry average of 25.71.The Federal Reserve's decision to cut interest rate should act as a tailwind for Coinbase Global (COIN) . This crypto leader, banking on a broader range of crypto assets and tokenized equities as well as increased vo ...

US stocks appear set for another winning week in an overall positive follow-up reaction to the Federal Reserve’s first interest rate cut this year.Heading into Friday’s session, the S&P 500 advanced 0.72% on the week. The Dow added 0.67%, while the Nasdaq leapt 1.49%. All three of the major US indexes are trading at all-time highs. The S&P 500 and Nasdaq are looking to notch their third consecutive winning week.Despite an initial negative response to the 25-basis point cut on Wednesday, markets rebounded st ...

By Gabriel Burin BUENOS AIRES (Reuters) - Mexico's central bank is set to again lower its benchmark interest rate by a quarter of a percentage point on September 25, taking it to 7.50%, a Reuters poll showed. That would be the eleventh moderate cut since the bank, known as Banxico, began a steady easing cycle to deal with weak economic conditions at the start of 2024. Policymakers are expected to remain slightly more concerned by a slow domestic economy than by consumer price trends, in line with their ...