MGX, a fund backed by Dubai’s ruling family, will take a 15% stake in TikTok’s U.S. business as part of a restructuring meant to increase American control of the popular video app, the Washington Post reported Friday. The investment, led by Sheikh Tahnoon bin Zayed Al Nahyan, brings MGX into a partnership with Oracle, the database giant co-founded by Larry Ellison. Together, the two will hold roughly 45% of TikTok’s U.S. entity. With other U.S. investors involved, American companies are expected to own mo ...

市场表现 - 道琼斯指数上涨360点 涨幅08% 接近日内高点 [2][3] - 标普500指数上涨06% 但本周累计下跌03% [2][3] - 纳斯达克指数上涨04% 但本周累计下跌067% 为8月1日以来最差单周表现 [2][3] - 罗素2000指数上涨08% 但本周下跌075% 同样创8月1日以来最差周度表现 [4] - 消费 discretionary板块领涨 涨幅达15% 而必需消费品板块表现最差 [6] - 公用事业、材料、房地产和医疗保健板块涨幅均超1% [6] - 特斯拉股价上涨35% 本周累计上涨3% [7][8] - 英特尔股价表现突出 近5日上涨20% [8] - 波音股价上涨4% 本周累计上涨307% [9][10] 通胀数据 - 8月核心PCE通胀率为29% 符合预期 与7月持平 [11] - 整体PCE通胀率同比上升27% 仍高于美联储2%目标 [62][66] - 通胀未出现加速迹象 但粘性较强 [11][62] - 美联储主席鲍威尔表示关税提高可能导致价格一次性上涨 但影响可能分散在多个季度 [12] 美联储政策动向 - 美联储官员对通胀持续性表示担忧 芝加哥联储主席古尔斯比指出通胀连续五年高于2%目标令人不安 [13] - 里士满联储主席巴尔金认为AI和自动化带来的生产率提升可能抵消通胀压力 [13] - 美联储官员暗示可能转向关注就业端 因应劳动力市场疲软 [14][16] - 美联储理事鲍曼警告劳动力市场恶化风险 认为可能需要更快更大幅度降息 [16] - 市场预期10月可能降息25个基点 12月可能再次降息 [34] 关税政策影响 - 新关税政策针对家具和药品 税率最高达50% [17] - 家具行业面临成本上升和供应链中断风险 RH、Williams-Sonoma和Wayfair等公司受影响 [18] - 药品关税设定为100% 但多数药企因在美国拥有生产基地而获得豁免 [19] - 实际有效关税税率约为9% 远低于18%的理论税率 因企业通过转口和成本吸收等方式缓解影响 [99][100] - 卡车制造商Paccar受益于25%进口重型卡车关税 股价上涨 [94] 行业特定影响 - 半导体板块表现疲软 软件板块更为乐观 ServiceNow上涨近2% IBM涨幅超2% [8] - 制药公司对关税反应平淡 因多数企业符合本土生产要求 [19][20] - 生物科技公司可能更易受关税影响 [20] - 家具制造业面临劳动力密集型挑战 即使高关税下也难以完全回流美国生产 [23][24] AI投资趋势 - 云计算巨头今年投资4000亿美元 明年预计全球投资达7000亿美元 [48] - 自由现金流成为关注焦点 Oracle过去12个月自由现金流为负59亿美元 [48] - 投资者对AI投资回报存疑 担心万亿美元年投资能否带来良好回报 [50][51] - 分析师认为需要 scrutinize 自由现金流状况 避免投资负现金流公司 [52] 流媒体与传媒 - Sinclair广播公司恢复播出Jimmy Kimmel节目 而NextStar继续拒绝播出 [54] - 传统广播电视面临挑战 观众向流媒体平台迁移 [56][59] - 迪士尼连续第四年提高流媒体价格 寻求直接消费者部门持续盈利 [60] 数字货币发展 - 180多家上市公司将比特币纳入资产负债表 [75] - Breer Holdings更名为Soulmate 转型为Solana数字资产 treasury 平台 [75] - Solana处理能力达每秒数十万笔交易 远高于以太坊 [87] - 公司在中东建设实体金融基础设施 以区别于纯金融工程型 treasury 公司 [91][92] 减肥药物市场 - GLP1市场规模可能达到1000亿美元 [106][107] - 礼来和诺和诺德主导市场 预计将保持90%份额 [116] - 口服制剂可能明年夏季上市 审批最快可能提前至今年11-12月 [114] - 药物减重效果达12-20% 耐受性良好 [110][112] - 安进公司作为潜在第三大竞争者 其药物可能每2-3个月注射一次 [117]

SoftBank Group and ARK Invest could be potential investors in a major funding round at the largest stablecoin issuer, Tether, Bloomberg Law reported on Sep. 26. The tech-focused investors are among several high-profile financiers who are eyeing an investment in the stablecoin giant, the publication cited sources familiar with the matter to report. Tether seeks $15B-$20B Founded in 2014, Tether is one of the world's largest crypto companies. In 2017, it launched a stablecoin called USDT. A stablecoin is ...

A version of this article appeared in our The Roundup newsletter on September 26. Sign up here. Hey all, Eric here! Stablecoins are about to go gangbusters. Having just crossed the $295 billion mark, the global stablecoin market is just months away from breaking through the $500 billion barrier. That’s according to Colin Butler, global head of financing at stablecoin investment firm Mega Matrix. Based on the market’s average 12% three-month growth, he told DL News it will hit $500 billion “sometime in ...

(Reuters) -Crypto exchange Kraken is in advanced talks to secure fresh funding that could value the company at about $20 billion, Bloomberg News reported on Friday. The funding would include a commitment of $200 million to $300 million from a strategic investor, the report said, citing a person familiar with the discussions. A spokesperson for Kraken declined to comment on the report. The deal, which is subject to market conditions, would follow the company's $500 million fundraising round at a $15 bill ...

trending altcoins, pump.fun. Photo by BeInCrypto MYX Finance has faced heavy selling pressure recently, with the altcoin plunging 48% from its highs and falling below $10. The drop comes as market conditions remain broadly bearish.  However, technical indicators and a shift in correlation with Bitcoin suggest a potential rebound may be on the horizon. MYX Finance Is Still Running Strong The Relative Strength Index (RSI) shows that bullish momentum in MYX remains intact despite the heavy decline. The ind ...

We welcome in Jeff Zaneri, independent day trader telling us uh and he has a long history way back on Wall Street Merrill and Bearer and um so you've been here a long time Jeff what do you think is happening here in a market that hit records recently pulling back a bit this week your thoughts. So, it's kind of funny. We were talking last time, I think, about how, you know, I started at Bear in the 90s and it was.com and you had a lot of these internet stocks and the internet was massive. Obviously, it ended ...

Analysts called today’s $18 billion notional expiry of Bitcoin options “record-setting,” adding that whatever volatility arises from it may be delayed. That may be welcomed news for crypto investors after a rough trading week has sent prices tumbling across the board, with Bitcoin hanging on to a slight gain for the month of September and the rest of the crypto market already in the red. “Historical precedent suggests that large expiries often suppress volatility leading into the cut-off, then result in ...

Tech investors SoftBank Group and Ark Investment are among the firms discussing participation in a major Tether fundraise that could  value the stablecoin issuer at $500 billion, according to a Friday Bloomberg report. The two groups’ interest follows three days after news that El Salvador-based Tether was looking to raise $15-20 billion for a 3% equity stake. Bloomberg first reported this story, citing two unnamed sources, although another source said the amount could be less.  The initiative could help pu ...

Crypto markets modestly bounced on Friday with bitcoin (BTC) back above $110,000. Ethereum's ether (ETH) outperformed with a 3.8% gain to cross $4,000, while dogecoin (DOGE) rose 3.4% and Solana (SOL) added 2.5%. The cautious bid came as fresh inflation data landed squarely in line with forecasts. The Fed’s preferred measure of prices, the Personal Consumption Expenditures (PCE) index, rose 2.7% year-over-year in August, while core PCE excluding food and energy climbed 2.9%. The data report reinforced th ...