盘后聊

By BriNews

盘后聊 episodes

October 271027 | AI巨额融资与消费韧性：一周市场全景
本期节目从Anthropic上市申请与Meta巨额融资讲起，梳理AI热潮下的债务与估值担忧，再到消费企业财报与节日招聘的喜忧参半，随后转向预测市场、加密业务和债券市场的新变化，盘点DoorDash收购Instacart等并购与私募资本动向，最后覆盖美联储决议、关税威胁、多国选举及民生健康新闻。
时间轴
00:00:04 开场
00:00:35 AI巨头融资与Anthropic IPO
00:02:28 AI债务担忧与市场信号
00:04:21 企业内部AI应用进入务实阶段
00:05:14 消费者韧性与节日季财报
00:07:00 波音重置预期与个股异动
00:08:24 预测市场、加密与选举
00:10:10 并购与私募资本浪潮
00:12:01 政策、贸易与全球选举
00:13:32 医疗、税务与民生杂闻
00:14:45 收尾
相关信息
Anthropic's IPO could be 'speculative fiction' or a 'generational moment' — investors are split
Anthropic IPO Filing Calms Nerves With Signs of Healthy Growth
Anthropic's IPO is risky business
Cinco claves para entender los próximos pasos de la salida a bolsa de Anthropic
Meta’s $25 Billion Stock Sale Ended Five Times Oversubscribed
Nvidia, AMD to invest $4 billion in Meta as tech giants deepen AI partnership
AI debt fears ease ahead of Oracle, Alphabet and Amazon updates. Here's what to watch.
Oracle integrates ChatGPT, Codex into apps and expands cloud chip lineup
World Bank's Banga: Availability of capital 'not really an issue' as AI demand drives up borrowing costs
Margin debt growth slows sharply as stock market warning signs build
Santoli: We are nearing a now-or-never moment for the AI trade to rebound
Cramer says something is missing in Tuesday's market rally and he's not eager to jump in
Fed expected to hold rates steady, but Warsh may point way to more hikes
Kaplan on Raising Equity for Tech, Fed Decision
Walmart says AI training is boosting confidence with the technology among its 2.1 million associates
Amazon's anti-tokenmaxxing memo says engineers should be pickier about using AI
A Visit to the AI Model Retirement Home
Early third-quarter earnings show a 'resilient' U.S. consumer, with signs of strain
UPS beats quarterly expectations, raises full-year guidance again
UPS Raises Sales Outlook Ahead of Holiday Season
Coca-Cola hikes earnings outlook, even as it sees lackluster demand in North America
Consumer Confidence Rises for First Time in Four Months
As holiday shopping approaches, seasonal hiring gives 'mixed signals,' experts say
Frozen housing market sends remodelers mixed messages
A rising wealth tide lifts all yachts
A 'canary in the coal mine': Measles resurgence exposes weaknesses in U.S. public health, experts say
Boeing shares slide on a disappointing cash flow update. Why this dip is buyable
Hilton Dips, JetBlue Rallies | Stock Movers
Boeing says it won't significantly ramp up 737 Max production until late 2027
JetBlue stock surges as company outlook calms investors
One week out, prediction markets see Democrats as favored to sweep Congress
Millennium Taps Prediction Markets Data for Trading Edge
Polymarket faces renewed CFTC probe over U.S. access to offshore platform
Robinhood shares fall 4% as crypto slump weighs on profits, offsetting gains in new businesses
Ripple strikes deal with Robinhood to expand its RLUSD digital dollar
Speaker Mike Johnson calls election-transfer concerns ‘absurd’
Important That GOP Appeals to Black Voters in GA, Says McCormick
DoorDash Is Said to Near $17B Takeover of Instacart
Mid-market M&A Is A 'Dam' That's Going To Break: Khalil
Built Environment Not Keeping Up: Hines-Pierce
Arctos' Ian Charles on Private Assets Outlook
Rules for Investing in Teams Are Evolving, Says Arctos CEO Charles
Texas CIOs Discuss AI & Portfolio Allocations
Corporate-Bond Trading Is Moving Beyond Top Securities, Barclays Says
U.S. Bancorp Poised for Canada Bond Return After Two Decades
GoldenTree-Backed Hospital Chain Nears $1.3 Billion Muni Deal
Honda warns 50% Canada auto tariffs would be catastrophic for industry
Lula’s election win leaves Brazil facing a fiscal tightrope
Israel election puts Netanyahu’s wartime leadership on the line as Trump urges voters to return him to power
¿Machado acelerará la transición democrática en Venezuela?
Russia's Oil Exports Hit a One-Month High Amid Baltic Rebound
Weak European Fertilizer Demand Poses Threat to Crop Yields
Turkish Insurer Sinks as Top Executives Arrested in Fund Probe
GLP-1 drug coverage is being dropped by employer plans: What to know about 2027 weight-loss options
Inherited IRAs can boost wealth — and trigger a tax bill. Here's how to reduce it
Neil Young sues Trump committee for $10M for playing 'Rockin' in the Free World' at rally
Man charged with assisting ‘foreign intelligence service’ after incident at UK base used for Iran strikes
Bessent dines at Cheesecake Factory, slams Obama over Trump joke
Judge blasts prosecutors, refuses to sign new criminal complaint against ex-FBI officials
Mbappé Apologizes for Perceived Mao Insult After China Backlash
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
16 min
October 231023 | AI寒流、油价飙升与选战风云：一周市场全景
本期节目带您纵览本周全球市场与科技热点：AI股抛售如何波及债市与信用市场，Moderna与Merck癌症疫苗数据的喜与忧，伊朗战争推高油价并重塑能源格局，星链在乌克兰的争议持续发酵，多国选举与消费者信心的走向，以及社交生活萎缩这一值得关注的校园现象。
时间轴
00:00:04 开场
00:00:32 AI恐慌席卷市场，避险资金回流国债
00:02:30 AI并非全面退潮：OpenAI巨额融资与GTC现场
00:04:07 财报季众生相：疫苗利好为何换来股价暴跌
00:07:11 伊朗战争推高油价，改写全球能源版图
00:08:30 星链限制引发连锁反应：乌克兰另寻出路
00:09:43 选举季：腐败议题与巴西决胜投票
00:11:17 消费者信心下滑与'沉默的校园'
00:12:51 收尾
相关信息
AI Tech Fears Push Global Credit Spreads to 17-Month High
Stocks Continue to Sell Off as Rising Oil Prices Keep Lid on Treasuries
10-year Treasury yield drops back to 5% this week as investors seek cover from AI worries
Brent crude oil tops $116, a six-month high, as tensions swell in the Middle East
NYSE Options Exchange Trading Halted By ‘Technical Issue’
CrowdStrike CEO's alarming prediction — plus, the sell-off spreads beyond tech
Repo Market Set for Volatility in Late Clearing Push, CIBC Says
Investors are starting to find opportunities in the battered bond market
OpenAI nears up to $30 billion funding round at $1.25 trillion valuation led by UAE investors
On the ground at Nvidia's AI showpiece: Jensen-mania, robot ducks and neocloud distress
AI's 'Black October': Critical PHP flaws set off global security scramble
AI agents could disrupt bank deposits. Why Wall Street may be overreacting
Moderna shares plunge after cancer vaccine data leaks — despite positive results
Decker Outdoor Tumbles on Guidance; Amex to Cut Workforce | Stock Movers
Doctors call Moderna, Merck cancer vaccine data a major advancement — despite Wall Street reaction
American Express is cutting 5% of its workforce to 'prepare for AI'
GM Shares Eye Worst Week Since 2023 Amid Wider Autos Selloff
Volvo Cars plunges 22% as CEO says China sales slump came 'faster than we thought'
Restaurant earnings will test whether owning more brands pays off
China’s CMOC Sees Earnings Soar on Copper Rally and More Output
Jio’s Record IPO Draws Strong Demand, Defying India Market Rout
Armenia’s Largest Lender Ardshinbank Is Said to Weigh London IPO
India’s RBI Governor Open to Rate Use to Curb Financial Risks
Qatar deal to buy U.S. natural gas shows how Iran war has redrawn global energy markets
CFTC Takes Oil Trading Oversight ‘Very Seriously,’ Selig Says
Fewer people are flying as airfare soars. Here's why airlines aren't worried
Musk's SpaceX is still restricting Starlink in Ukraine and the toll is rising
In hunt for Starlink alternative, Ukraine partners with Nokia and satellite maker ICEYE
Silicon Valley Democrats demand investigation into Starlink restrictions in Ukraine
Texas Senate race: New Talarico ad rips Elon Musk 'dark money' push
Defense giant Saab sees orders triple after Gripen fighter jet deal with Ukraine
Corruption is voters' top issue ahead of midterm election, CNBC survey shows
Two ex-FBI officials charged with allegedly lying about Hunter Biden probe: DOJ
U.S. dropping some Canada tariffs, Susan Collins says as trade war looms over Maine Senate race
Brazil Inflation Shoots Through Target Limit Before Runoff Vote
¿Qué está en juego en el balotaje entre Lula y Bolsonaro?
De olho nas eleições
US Consumer Sentiment Slips to Five-Month Low on Inflation
College campuses have (largely) gone silent. Can practicing small talk and phone-free spaces change that?
Higher interest rates have made family offices pickier about investing in real estate
Family offices likely to add risk, debt and alternatives under the next generation
How Big Law Makes Billions: The Power of Law Firm Leverage
The Circuit - Season 6 Trailer
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
14 min
October 221022 | AI烧钱、油价狂飙与选战风云：本周市场全景
从Meta的AI巨额开支与信用担忧、OpenAI天价融资讲起，延伸到债市压力、油价飙升与航空业承压；再聊特朗普的法律纠纷与中期选举、马斯克的政治押注，最后带过财报季亮点与各国奇闻。
时间轴
00:00:04 开场
00:00:26 AI巨头烧钱与市场信心的裂痕
00:03:39 债市压力测试：法国危机与美债对冲
00:06:32 中东紧张局势推高油价，航空业首当其冲
00:07:49 特朗普的法律麻烦与选举压力
00:09:19 马斯克：政治押注与Starlink争议
00:11:06 财报季快讯
00:12:40 加密新热点：代币化股票激增
00:13:02 全球奇闻与杂讯
00:14:09 国际风险扫描：俄罗斯、新西兰、巴西
00:14:30 收尾
相关信息
Meta stock sinks 6% as AI spend pushes free cash flow negative
A lesson from poker tells us not to fold on Meta after its earnings sell-off. Here’s why
AI stocks tumble as the defensives rise. What it says about this uneasy market
Stocks Fall Amid Tech Earnings; Oil Climbs as MidEast Tensions Rise
CoreWeave’s market confidence erodes as bond yields spike and stock sinks
Blackstone's Jon Gray says CoreWeave can 'find a way through' financing pressure
OpenAI nears up to $30 billion funding round at $1.25 trillion valuation led by UAE investors
A Big Shift in the AI Buildout Zeitgeist
Nvidia's Jensen Huang says he sees no sign of a 2029 memory glut: 'You can always use more'
Third-party evaluators found vulnerabilities in OpenAI monitoring system during test pilot
France protests: Macron condemns 'stupid' comments from Trump, others as bond market pressure builds
AI debt and French bonds face a stress test — why it may not be over
Traders’ Cost of Hedging Against Big Treasuries Rally Is Soaring
DoubleLine’s Sherman Stays Bearish on Long-Term Treasuries
All-or-Nothing Biotech Bets Dented by Rising Treasury Yields
Private Credit's Daily Marks Under Fire
Texas Developer Seeks $3.5 Billion in Debt Financing for AT&T (T) Headquarters
Brazil Hedging Costs Spike as Election Anxiety Surges
Canadian Data Cast Doubt on China-US Bond ‘Conspiracy,’ NBF Says
RBC’s New Canada Stock Strategy Chief Sets TSX Target at 38,600
Brent crude tops $113, highest level since May, after Trump hints at action on Iran
American Airlines forecasts bigger loss in 2026 on fuel spike, plans to slow growth next year
Southwest Airlines cuts 2026 profit forecast on higher fuel
Under-the-radar stocks to play the next leg of the energy trade with oil prices jumping again
Qatar Agrees to Buy US LNG to 2054 as War Disrupts Own Supply
Judge orders Trump to sit for deposition in BBC defamation lawsuit by Dec. 11: Reports
Lawsuit accuses Trump of illegally profiting off foreign crypto deals
Trump's approval rating on economy hits all-time low as midterm looms: CNBC survey
California's Proposition 40: What voters need to know about billionaire wealth tax battle
Virginia state Sen. L. Louise Lucas, a Trump critic, charged in marijuana racketeering case
Trump’s tariffs loom over Maine Senate race between Collins and Jackson
SpaceX and Tesla have high election stakes as Elon Musk pours $366 million into campaigns
Trump asked Musk to lift Starlink slowdown, WSJ reports
Musk's clash with Ukraine accelerates demand for Starlink alternatives. Few exist
Elon Musk invests about $1 billion in Skydance
Spain accuses Trump ally Milei of ‘disgraceful’ election interference
Trump defends Ramaswamy ad with Acton's estranged mom after bipartisan criticism
Procter & Gamble earnings beat as sales rise 4%, boosted by laundry and home products
Comcast beats earnings expectations as media revenue offsets weakness in connectivity
Dow Sees Earnings in Biggest Unit Almost Doubling This Quarter
Moderna shares plunge after leak of cancer vaccine data despite positive results
FIFA launches tender of 2030 men's World Cup U.S. media rights, plans to choose winner by end of year
Tokenized Stocks, ETF Onchain Trading Surged to $37 Billion Last Quarter: Dune
New Zealand Cost Crisis Drives Election Vows to Rein In Business
Why governments pulled websites offline over the decades-old PHP programming language
China’s Tibet Region Struck by Magnitude-7.0 Earthquake
Typhoon Champi Shuts Taiwan’s $5 Trillion Stock Market
Norwegians Leave Gold in Forest as Some Fall for Scam
Russia Looking to Escalate War, Not End it, Romanian Leader Says
Jobless claims near the lowest since the 1960s as low-fire trend continues
US Jobless Claims Hit Three-Month Low at 194,000
Bill Ackman says 2027 will be an amazing year for stocks as wars, inflation ease
Cruise lines chase luxury travelers with suites for up to $25,000 a night
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
16 min
October 211021 | AI狂潮与避险神话的崩塌：市场一日全景
本期节目串联当日最重要的市场与商业事件：AI热潮下的风险传导（从安全股到云厂商与债券市场）、SpaceX财报如何提振特斯拉与Meta信心、中东局势与油价对航空和油市的冲击、阿根廷选举前的债市抛售，以及美国政治与经济政策的交叉影响。
时间轴
00:00:04 开场
00:00:33 AI交易外溢与云厂商承压
00:03:20 SpaceX财报提振特斯拉与Meta多头
00:04:43 OpenAI、Nvidia与IBM的AI扩张
00:06:35 中东油价冲击与航空业承压
00:09:01 阿根廷债市与选举风险
00:10:12 债券市场利率担忧与发行延迟
00:12:01 Meta天价罚单、政治与财富税
00:13:59 特斯拉财报补充：马斯克与公司战略
00:14:20 公司交易与企业动向
00:15:17 私募股权、代理战与华尔街交易
00:16:46 其他市场与人物动向
00:19:16 收尾
相关信息
Expanding AI trade is turning safety stocks into a 'Texas hedge'
CoreWeave’s market confidence erodes as bond yields spike and stock sinks
Investors are questioning neoclouds' business model but Nebius says AI computing prices are rising
EQT Warns of Hidden Portfolio Risks
Surging Yields Bring Biggest Spate of Debt Sale Delays This Year
Anthropic, Nscale IPOs Await Amid AI Volatility
Nscale CEO Touts Doubling of Contract Value in Note to Employees
SpaceX stock jumps 10% after earnings beat and Musk hints at Tesla tie-up
Meta and Tesla bulls get confidence boost after SpaceX earnings
US Futures Climb With SpaceX Results Helping Boost AI Sentiment
Tesla beats on earnings and sales even as auto revenue declines
Musk's SpaceX stock gift is 'tip of the iceberg' for Trump Accounts, Altimeter's Gerstner says
OpenAI to bring AI models to Google's cloud, in further expansion beyond Microsoft
OpenAI expands ChatGPT Ads to 26 new countries as diversification push accelerates
Nvidia announces plug and play Vera Rubin racks that can be shipped on a truck
IBM beats on top and bottom lines as CEO Krishna touts 'Super Intelligence' traction
Goldman Sachs, JPMorgan and Morgan Stanley are dominating the AI stock boom. Here's their edge
Oil prices little changed as traders assess Middle East developments
Middle East Oil Flows Near Prewar Levels Defy Hormuz Attacks
How Ukraine’s drone strikes on Russia crippled the world’s second-largest diesel supplier
KPC CEO Al-Sabah Says Oil Output Well Over 2M Barrels Daily
Kuwait Petroleum CEO Says Oil Output Tops 2 Million Barrels a Day
Southwest Airlines cuts 2026 profit forecast on higher fuel
United ‘Still Solidly Profitable’ as Fuels Costs Rise, CEO Kirby Says
United CEO Kirby Defends Support of a US Wealth Tax
United Airlines set to open its biggest airport lounge in $2.6 billion overhaul at Houston hub
Argentina’s Bond Selloff Blindsides Bulls as Vote Fears Grow
Argentina enfrenta una ola de ventas de bonos antes de las elecciones de 2027
Argentina Economy Posts Sluggish Rebound After Sharp Drop
Moody’s Earnings Fall Short of Estimates, Shares Decline
BlackRock's Rick Rieder sees 'historic' opportunity in high-quality bonds
BofA’s Cabana Asks Fed on Rate Hikes ‘Why Wait Now?’
Mortgage rates drop for the first time in 2 months, but demand still falls further
Meta ordered to pay $25 billion penalty in New Mexico Cambridge Analytica case
Meta stock advances ahead of after-the-bell earnings. What we're looking for
New Mexico AG lawsuit accuses Epstein's attorney and accountant of facilitating sex trafficking
Trump-aligned super PACs pour millions into once-safe GOP House seats
The political ad wars are still being fought over the airwaves even as digital gains share
Legendary Entertainment Makes Bid for Lionsgate Studios
NFL Taps General Atlantic To Expand Investing Venture
Potential Tesla, SpaceX Merger, NFL Investments, Inside Activism
Intel hits construction milestone at Ohio chip fab that’s at least 5 years behind schedule
Ken Griffin’s New NYC Tower Gets $3.3 Billion Construction Loan
Waiting For 'Dam To Break' On Exits: HIG CEO Schwartz
Top Lawyers Discuss 'Bluster', Reality In Proxy Fights
Ex-Brevan Howard Trader Sued by Quant Who Joined His New Fund
UBS Cuts Zurich Junior Banker Starting Associate Pay by 20,000 Swiss Francs
Tokenized stock trading takes off overseas as Goldman, other U.S. companies object
Berkshire Stock Hits New High, Moving on From Buffett’s Exit
JPMorgan’s Turkey Securities Unit Plans to Cease Operations
EBay to lay off 9% of workforce in its second round of job cuts this year
Chevron Ends Support for Guyana Port Studies After Hess Acquisition
Netflix Eyes Sports to Drive Growth
Netflix has dipped its toe into theatrical. Is it ready to jump in?
Trump denies ordering Starlink slowdown in Ukraine, says he doesn't know who did
Lula, Bolsonaro Court Brazil Voters With Free Bus Rides, Cash Back
Fãs de música brasileira entram na divisão política
University of Chicago Professor on What Made the US Economy Thrive
Odd Lots: Why Politics Is Economists’ Blindspot
A $50 sports bet costs a young investor hundreds later. Here's how
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
21 min
October 201020 | AI债务浪潮与财报季的十字路口
本期节目从韩国数据中心股的暴跌说起，看AI基建热潮背后的债务与信用担忧，再看科技股财报季、通用汽车的隐忧、油价与航空业压力、以及全球地缘政治从太空到关税的联动，最后聊聊消费与健康新闻。
时间轴
00:00:04 开场
00:00:38 AI热潮遇冷：Elice上市暴跌与信用担忧
00:02:08 AI债务浪潮：信用掉期创新高
00:04:13 财报季焦点：Netflix的翻身仗与SpaceX
00:06:00 通用汽车：利润超预期但指引收窄
00:07:09 油价与航空：燃油成本挤压利润
00:08:43 地缘政治连线：太空博弈与关税诉讼
00:10:00 财政与新兴市场：加拿大预算与巴西选情
00:11:07 消费与科技速览：减肥药、苹果与游戏
00:12:12 收尾
相关信息
AI Fears Roar Back, Tech Earnings on Deck
The Next Big AI Debt Wave Is Pushing Credit Swaps to New Highs
Netflix Looks to Bounce Back From $135 Billion Wipeout
Elice Plunges in Trading Debut; General Motors Falls on Forecast | Stock Movers
Data center stocks remain under pressure after Korea IPO plunges 30%
¿Por qué el frenesí de deuda por la IA inquieta a los mercados?
Lithium Miner PLS Sells $700 Million Bond in Expansion Push
Brazil Readies China Bond Debut for as Soon as Next Week
Maybe We Were Wrong About Blockchain
Radiology Partners Pulls Loan in Sign of Market Weakness
Here's what to expect when Netflix reports earnings after the bell
What options traders expect from SpaceX earnings after the bell
If Elon Musk gifts SpaceX stock through Trump Accounts, it will come with a catch
Salesforce announces $5.66 billion deal for Braze, sending BRZE stock soaring 50%
General Motors beats Wall Street's Q3 earnings expectations, narrows full-year guidance
GM Slides as CEO Barra Warns of ‘Intensifying’ Challenges
Jim Cramer's top 10 things to watch in the stock market Tuesday
United Airlines Misses Estimates, Squeezed by Soaring Fuel Costs
WestJet Bonds Slide to Record Low as Fuel, Trade Tensions Rise
Treasuries Rise as Oil Retreats From Highest Levels in Weeks
Oil prices fall as traders hope for diplomatic progress in Middle East
US Eyes India’s Reliance to Refine Venezuelan Oil
UK to deploy fighter jets to defend Saudi cities from Houthi attacks
Russian Satellite Raises Space Warfare Fears
Trump sued over 50% tariffs on Canada in latest trade challenge
OpenAI bugging suspect Alfozan held without bail after Saudi government offers to pay
Carney to Unveil Budget Nov 5 As PBO Warns Oil Windfall Gone
Brazil Traders Ramp Up Hedges Ahead of Tight Election Runoff
Novo's next-generation obesity drug shows 25% weight loss in women in late-stage analysis
Apple adds U.S. titanium supplier for iPhone Duo as supply stays tight
Apple shares aren't cheap. Here's how to get long for less
What Amazon must do to get its stumbling stock back to record highs and beyond
Best Buy launches new gaming hub ahead of 'Zelda' and 'Grand Theft Auto VI'
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
14 min
October 191019 | 全球市场风向标：通胀、债券与AI竞赛
本期节目横跨全球宏观与市场热点：通胀数据与央行动向、债券与并购融资潮、AI产业的资本与IPO竞赛、期权与ETF新玩法，以及能源商品与中东等地缘风险的最新动态。
时间轴
00:00:04 开场
00:00:27 通胀数据与全球央行动向：美联储观望，欧洲与加银承压
00:01:59 企业债券与融资潮：并购与扩张竞相发债
00:03:33 并购与公司动态：包装业巨型交易与Citgo利润跳升
00:04:37 AI竞赛：Anthropic的IPO希望与治理动作
00:06:08 科技股反弹：亚马逊领涨与市场情绪
00:07:20 苹果新品周期：iPhone Duo热销与10月28日发布会
00:07:43 期权与ETF交易新格局：交易时间不断延长
00:08:23 个股过山车：Avis逼空行情完全回吐
00:08:48 能源与商品：油价政策与天然气回落
00:09:15 铜价关税考验：抢跑涨势的脆弱面
00:09:52 全球最赚钱地铁的十字路口：港铁
00:10:11 地缘风险与全球余波
00:10:23 收尾
相关信息
Amazon Rallies as Morgan Stanley Sees Major AI Upside | Closing Bell
Stocks Rise as Tech Rebounds
Treasuries Fall as Tech Shares Rebound, Denting Haven Demand
NYSE becomes latest exchange to extend options hours as appetite for around-the-clock trading grows
Cboe’s Early Session for Single-Stock Options Makes Debut
Inflation Jolt to Fade, Fed to Stay on Sidelines
French unrest compounds debt crisis fears. Paris-listed stocks, bonds and the euro fall
Market Rightfully Lowering ECB Hike Expectations, Says Morgan Stanley’s Sheets
Bank of Canada Hike Bets Grow Among Economists, Traders
BOC Surveys Show Rising Inflation Expectations
New Zealand’s Year-End Inflation Surge Points to More Rate Hikes
Kimberly-Clark Raises $4.9 Billion for Tylenol Maker Takeover
Walmart Set to Raise $6.5 Billion From US, Canadian Bond Sales
Bond Sale Tied to Manhattan Office Building Is Latest On Hold
High Frequency Trader Optiver Seeks $900 Million Debt Package
CIBC Preps Up to C$1 Billion Limited Recourse Capital Note Sale
Bank of America Sees Corporate Bonds Sales in Africa Running at Five-Year High
Top Rubis Shareholder Says Stock Offer Too Generous for Partners
BMO Taps Bapoo as Critical Minerals Head in Florida Push
Inside a Packaging Industry Mega-Deal
Citgo Raises Profit Outlook by $2 Billion as Fuel Margins Surge
Anthropic is AI trade's last big hope for a major IPO this year
Anthropic commits 5% of shares to new public benefit fund that could address AI job disruption
OpenAI bugging suspect's conduct could pose danger to U.S. national security, feds warn
Apple announces product launch event for Oct. 28. Analysts expect touchscreen laptop
Apple's iPhone Duo is proving itself the catalyst that Jim Cramer said it would be
Avis Budget (CAR) Stock Crashes as 600% Short Squeeze Rally Fully Unwinds
Secretary Wright on Diesel Shortage, Gas Prices, Oil Shipping
US Natural Gas Futures Fall as Offshore Production Recovers
The Copper Rally Faces a Tariff Test
Saudi Arabia postpones big investor conference to 2027 as Iran-backed Houthis escalate attacks on kingdom
Turkey Market Regulator Chief Steps Down During Fund Crisis
Cornell sexual assault case has some prospective students rethinking plans, consultants say
Women may be at greater risk of AI job losses. Telephone switch operators and PCs show why
Google says it can build data centers the right way. Some experts and residents are skeptical
Elon Musk says he'll give a SpaceX share to every child in America next year
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
11 min
October 161016 | 债务阴影下的AI热潮：本周市场风暴解读
本期节目围绕一条主线展开：AI热潮下的债务与信用风险如何震动全球市场。我们解析CoreWeave股价重挫背后的债市信号，CDS与收益率飙升意味着什么，以及这场信用焦虑如何蔓延到国债、按揭债券、油价与消费家庭。同时穿插Netflix换帅、NBA博彩新规等企业动态，帮助听众看懂本周市场的完整拼图。
时间轴
00:00:04 开场
00:00:29 CoreWeave重挫与AI信用信号
00:02:16 AI抛售冲击大盘与波动率
00:03:30 债券市场连锁反应与全球利率
00:05:45 油价飙升与炼油利润
00:06:32 家庭债务与可负担性危机
00:08:01 住房市场与财富策略
00:09:09 公司与消费品牌动态
00:10:06 白宫人事与中期选举巨额支出
00:10:50 星链限制与太空角力
00:12:33 新兴市场与主权债务风险
00:14:02 贸易摩擦与全球政策
00:15:08 体育诚信与医疗民生
00:16:05 收尾
相关信息
The Austin Powers steamroller: How to trade CoreWeave's slow moving crisis
Why did CoreWeave stock get crushed this week? Look to this corner of the debt market for clues
¿Por qué el frenesí de deuda por la IA inquieta a los mercados?
Here's how the CoreWeave sell-off is affecting OpenAI vs. Anthropic valuations
S&P 500 Slides as Chipmakers Extend Slump on Growing AI Worries
Wall Street's fear gauge is ripping. Traders see it going even higher
Jump, DRW Bet on New Compute Market as AI Boom Faces Scrutiny
OpenAI Saudi national bugging case shows threat to U.S. leadership in AI: DNI Clayton
Mortgage Bond Sales Put on Hold as Investors Demand More Yield
US Bonds Fall as Treasury Is Silent on Long End, Oil Climbs
Funding Markets Diverge as T-Bills Cheapen, Overnight Repo Calm
Oaktree’s Deal to Buy A-Cap Insurer Crumbles, Spawning New Talks
Bank of America Fights Off Volatility, Sells $8 Billion of Bonds
Kimberly-Clark Readies Bond Sale Ahead of Tylenol Maker Purchase
Analysis: Why a $2 trillion deficit and 5% Treasury yields are becoming America's biggest economic challenge
BOJ’s Ueda ‘Can’t Tolerate’ Underlying Inflation Further Over 2%
Brent oil touches $110 as Iran escalates Hormuz attacks, Ukraine vows to hit Russian refineries
Brent Oil Taps $110 for First Time Since May as Risks Swirl
Russian Fuel Flows Fell in Early October Before Diesel Ban Eased
Exxon Signals Record Refining Earnings as Diesel Prices Soar
Debt is eating up a bigger chunk of your raise, research shows
The affordability crisis isn't hitting all voters equally. Here's why
Longtime money columnist on the advice everyone needs to hear: 'If debt was a person I would slap it'
Personal Balance Sheet Encouraging Consumption: Porcelli
People Losing Out On Home Equity: Brown Harris CEO
Not Seeing People Fleeing New York City: Jonathan Miller
Compass Files Suit Over California Home Listing Service Rules
Schwab to create 'tax-aware' strategy that's been attracting billions from wealthy investors
Investors Prepare for Data Dump That Will Determine Canada Rate Path
Here's who Netflix just brought in to run content — and what it means for the streamer
Netflix Brings in New Executive to Spur Growth
Apple’s $1,999 iPhone Duo puts the company's status-symbol power to the test
E.l.f. Beauty CFO Mandy Fields on consumers, pricing and building a foundation in cosmetics
Katie Zacharia out as Trump's White House press secretary
Why Trump and the GOP's billion-dollar midterm blitz isn’t working
Elon Musk cash infusion helps GOP Senate super PAC raise record $273 million
Trump says White House didn't order Starlink restrictions in Ukraine
Trump Says He Didn’t Order Ukraine Starshield Access Limits
Europe's answer to SpaceX rises 18% as Ukraine's Starshield limits raise concerns
Tesla unveils long-delayed Roadster developed with SpaceX, fueling merger speculation
Prediction market odds on Tesla-SpaceX merger are above 50% for early 2027
Blue Origin plans $330 million Florida expansion to ramp New Glenn launches
SpaceX AI policy leader grilled by NYC Council on Grok safety, sexualized images
Market Euphoria Distracts From Brazil’s Mounting Debt Problem
Brasil: euforia por Flávio Bolsonaro oculta crisis de deuda
IMF Says Colombia’s Fiscal Situation is Unsustainable, Untenable
Morocco’s Football Boss Named Finance Minister With Broader Role
Paschi Top 10 Investor Goldstone Backs Intesa Takeover Bid
Stock fixing scandal could see Turkish companies frozen out of global indexes
China Warns EU Not to Underestimate Ability to Fight on Trade
U.S. presses China on Mastercard, Citigroup market access in bilateral Bangkok talks, official says
Congo Arrests Hundreds of Chinese Miners in Copper Heartland
Fed Divisions and AI Debt Risks Shape Rate Outlook
Fed's Warsh withholds rate signal, praises recent global tightening
NBA tightens betting rules, develops AI to flag suspicious wagers
Phoenix Suns owner Mat Ishbia predicts team will win opening round playoff series — and the NBA season hasn't even started
What we want to see when Capital One and Meta report earnings next week
Sickle cell gene therapies offer new hope, but access remains a major challenge
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
18 min
October 151015 | AI风暴下的市场避险日
从全球科技股抛售与避险潮讲起，梳理通胀与美联储、国债市场、中东与地缘政治、公司债务与并购，再谈到选民与政策争议、理财话题和新兴市场动态，一集听懂今日市场与世界的联动。
时间轴
00:00:04 开场
00:00:33 全球科技股抛售与避险转向
00:04:02 通胀数据火烫，美联储工作未完
00:05:46 2万亿赤字与5%收益率：债市压力
00:07:16 伊朗局势与中东风险升级
00:08:40 全球秩序重写：印度时刻与G7行动
00:09:33 公司压力与并购潮
00:11:28 中期选举前的政治角力
00:12:21 '好债'的迷思与理财提示
00:13:45 智利AFP衍生品亏损与新兴市场动态
00:14:41 体育金融与消费新事物
00:15:33 收尾
相关信息
Zelenskyy Defies Trump, Global Tech Selloff Drives Haven Bid
US Producer Prices Up Most Since 2022 as Energy Pain Worsens
Analysis: Why a $2 trillion deficit and 5% Treasury yields are becoming America's biggest economic challenge
Nvidia, AMD, Dell sell-off in global tech rout on AI funding worries
Memory stocks are getting hammered. China and a 2029 oversupply are the big worries
CoreWeave Slides on Debt; TSMC Moves on Outlook | Stock Movers
TSMC chip capacity is ‘fierce’ battleground for AI customers, amid record quarter
Bitcoin Briefly Dips Below $80,000 as Volatility Roils Markets
Dollar Wraps Its Worst Day in Over a Month on AI Risk Concerns
Treasury yields slide as investors flee to safety of bonds amid tech rout
AWS, Anthropic race to deploy army of specialized engineers key to proving AI spending will pay off
Apple and Meta team up to make Muse AI model run on Mac computers
Cboe to expand options trading hours for major stocks and ETFs
Wholesale prices jumped 6.3% annually in September, biggest gain since 2022
Economists: Hot PPI shows Fed's work is not done
There's Not Going to Be a Sharp Downturn in Jobs, Says Lakshman Achuthan
Aussie Dollar Falls to Lowest Since July as RBA Hike Bets Fade
U.S. Treasury dismisses IMF debt warning and 'messy' forecasting
Wall Street on Alert for Treasury’s Scott Bessent to Act on Bond Yields Again
Municipal Bond Rally Sends Yields Down the Most Since April 2025
Commanders Stadium Has DC Weighing Muni-Bond Sale
U.S. reportedly considers use of 'mother of all bombs' as Iran vows to fight on
Pentagon Plans to Hold Report on School Strike Past Midterms
International Energy Agency to release more than 20 million barrels of diesel as soon as possible
IEA Agrees to Release of Outstanding 100 Million Oil Barrels
Yemen Government Says Houthis Strike Presidential Palace in Aden
2026 Bloomberg New Economy Forum Highlights
India’s Moment in a Changing World
G7 Pledges €2.5 Billion for Fertilizers, Food as War Hits Supply
Slovakia Connects Nuclear Reactor in Boost for Power Exports
Wellness Company Hain Celestial Said to Eye Potential Bankruptcy
Pesticide Maker FMC Plunges as Weak Demand Spurs Overhaul
GTCR, Elliott Acquire Software Firm CCC for $4.6 Billion
JPMorgan Mulls Revival of Software Debt Deal Lenders Had Shunned
Nvidia-Backed Biotech Iambic Up 18% After $150 Million IPO
Palmer Luckey’s Erebor Hires HSBC Banker for Emerging Markets
Anduril CEO defends Trump administration contracts: 'We've done incredibly well under Biden'
Change is Top of Mind for Voters, Says Siena's Don Levy
U.S. sues California in fight over checking citizenship of mail voters
Who gets to have 'good debt'? A sociologist, theologian, philosopher and other experts weigh in
The problem with 'good debt': Why borrowers should think twice about the label
College was supposed to be ‘good debt.’ For many borrowers, it isn’t paying off
She made college ‘good debt’ for herself. Can she do the same for her daughter?
You can take it with you: Five tax tips before selling your business
USPS postmarks can lag mailing dates. What taxpayers and voters should know
AFP de Chile advirtieron riesgos mientras aumentaban derivados
Ugandan Shilling Rallies for Second Day After Jumbo Rate Hike
Peru’s Economy Expanded Faster Than 3% for Second Month
Nigeria Tycoon Sees $15 Billion Project Pipeline for West Africa
Indexing Sports: How Team Stats Become Tradeable Assets
JetBlue’s new domestic first class, BlueFirst, is now on sale
Southwest is overhauling its frequent flyer program. Here's what's changing
Amazon launches new Bee 'personal AI' devices that listen to conversations
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
17 min
October 141014 | 烫手的通胀与冷却的AI热潮：一周市场全景
九月CPI远超预期，市场重新押注美联储继续加息，美债、美元与股市随之剧烈波动；中东与俄乌冲突升级推高油价，冲击能源供应链；AI基建热潮降温，CoreWeave债券陷入困境；银行业财报喜忧参半、监管罚单落地；同时并购市场热点不断——从星巴克否认收购Chipotle，到薇瑟斯彭回购Hello Sunshine，再到Berkshire加注意大利科技公司。
时间轴
00:00:04 开场
00:00:25 超预期通胀与美联储加息押注
00:02:16 风险资产回调与市场波动
00:02:59 中东冲突升级、油价与能源供应链
00:04:42 AI基建热潮降温与CoreWeave债券危机
00:06:26 银行业财报、监管与华盛顿
00:07:56 并购、私人信贷与公司动向
00:09:38 高利率下的房地产与按揭压力
00:10:34 收尾
相关信息
Here's the inflation breakdown for September 2026 — in one chart
Consumer prices rose 3.7% annually in September as gas prices skyrocket
Why Inflation Numbers Are Disappointing
Hot Inflation Lifts Fed Rate-Hike Bets
10-year Treasury yield jumps as September core inflation comes in hotter than expected
Dollar Advances to Highest Since May 2025 on Fed Hike Views
How high inflation became a 'fact of life' in the U.S.
Treasuries Recover Most of Their Post-CPI Losses as Stocks Fall
Natixis Economist Sees One More Fed Rate Hike
Social Security Administration announces 3.6% cost-of-living adjustment for 2027
Russell 2000 Sinks 11% From Peak, Hits Correction as Rates Rise
S&P 500 Ends Longest Streak of Calm Since 2020 as AI Trade Sinks
AI infrastructure stocks tumble. Here's a few reasons for the sell-off
Fast-Money Quants Are at Odds With Fundamental Stock Investors
Bitcoin Slides as Wall Street Risk Pullback Tests Bullish Turn
Oil Gains as Middle East, Russia Hostilities Imperil Flows
Iran says it’s ‘counting the moments’ until it can strike U.S. warships; Saudi Aramco facilities attacked
Container Ship Sinks in Strait of Hormuz as Attacks Ramp Up
Container ship sinks in Strait of Hormuz as Iran steps up attacks
Oil prices rise after IEA warns on market constraints; Saudi officials say Aramco facilities attacked
UAE Oil Production Surged to Records in September, IEA Says
Phosphate Giant Seeks Foreign Investors as War Hits Finances
Ukraine warns Starlink limits are disrupting military operations as Russia pounds its energy infrastructure
Washington Lifts Sanctions on Venezuela’s Top Lawmaker
Mauritius Extends Curfew for Second Night After Unrest
Trump's diesel dilemma — by the numbers
CoreWeave shares tumble as bond yields near 15% on concern about AI borrowing binge
CoreWeave’s Bonds Turn Distressed, Drawing ‘Yikes’ From Musk
ASML Up on Supply Plans; BlackRock Reports Earnings | Stock Movers
BlackRock's Larry Fink warns a data center moratorium could trigger a recession
OpenAI’s Sachin Katti to leave infrastructure role, stay on as advisor
FBI arrests Saudi OpenAI employee who allegedly planted recording device in conference room
Bending Spoons skyrockets 35% as Berkshire Hathaway makes $330 million investment
Bending Spoons Stock Soars on Berkshire’s Increased Stake
Bank of America shares drop 8% after third-quarter revenue miss and regulatory penalty
Bank Stocks Brace for Higher Rates
Bank of America Slides on $1.21 Billion Fine as Chip Stocks Tumble | Closing Bell
Morgan Stanley tops estimates as equities trading revenue beats expectations by $909 million
Morgan Stanley Profit Climbs on Equity Trading, Wealth Management
Financial M&A Is About Scale: Reilly and Naydenova
Treasury says largest U.S. banks let politics influence who received banking services
Trump to appeal order blocking White House from banning MS NOW, CNN and Politico
Starbucks Says It’s Not Buying Chipotle
Reese Witherspoon Buys Back Production Firm With Mediawan
In Credit, Volatility Is An Opportunity: McKnight
Oak Hill, Fortress at CAIS, Bumble Goes Private, Media Moves
US Private Credit Stress Masked by Growing PIK Use, Moody’s Says
BlackRock, Pimco, Sona Tap Counsel Over Virgin Media-Tied Deal
UGG Lenders Pick Lazard for Talks Over Fiber Operator’s Debt
Netflix to lay off roughly 1,000 employees, or 6% of workforce
Delta's business-class revamp: New seats, menus, plates and more Porsches
US Mortgage Rates Reach 7.5%; Home-Buying Slump Hits Sixth Week
Even more borrowers choose riskier mortgages, as higher interest rates crush affordability
Fannie Mae sharply raises mortgage rate forecast for 2027
'Office' is actually having a scarcity problem
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
12 min
October 131013 | AI交易现裂痕：芯片抛售、债市警报与地缘风暴
本期节目聚焦三条主线：芯片股抛售引发的AI交易裂痕与财报季的开局；债市压力与通胀数据的宏观风暴；以及中东冲突、俄印动向等地缘政治风险。节目还会快速扫描哪些公司在花钱、哪些公司在赚钱，从Walmart的免费GLP-1到3D打印房屋融资。
时间轴
00:00:04 开场
00:00:35 芯片抛售：AI交易现裂痕
00:02:28 债市警报与宏观风暴
00:04:36 通胀与2027年展望
00:05:53 财报季：银行强、门槛高
00:07:48 中东冲突与油价
00:09:57 印度、贸易与政策走向
00:11:55 企业动静速览
00:14:11 其余要闻快扫
00:15:20 收尾
相关信息
S&P 500 Slips as Chipmaker Selloff Overshadows Bank Earnings
Micron, Seagate, Western Digital sink as chip sell-off deepens
Why this little known Chinese chipmaker has caused a global stock rout
The AI trade is cracking. Here's how to profit
Meta shares rise for a second straight day as new AI model family impresses
Ray Dalio Warns Slump in Treasuries Market Has ‘Long Way to Go’
Bassman Warns of ‘Nightmare Scenario’ Amplifying US Bond Selloff
Bond Traders Eclipsed by Equities in a Wall Street Reversal
U.S. Treasury yields fall as energy prices pull back
Skydance Selloff Fuels Worst New-Bond Performance Since Pandemic
Thousands of homeowners face adjustable-rate mortgage resets — and much higher payments
The latest inflation data is expected to show price increases are accelerating
Paul Tudor Jones says 2027 could be a really challenging year for the stock market
Social Security cost-of-living adjustment for 2027 may be above average. Some say it's not enough
Citi’s Fixed Income Traders Drive Third-Quarter Beat on Revenue
UnitedHealth Group tops estimates, hikes profit outlook as insurer manages high medical costs
S&P’s Blistering Earnings Momentum Is Getting Hard to Sustain
Jim Cramer's top 10 things to watch in the stock market Tuesday
Big Banks Deliver Mixed Results to Kick Off Earnings on Wall Street
Chipmakers Under Pressure; Saudi Arabia Intercepts Missiles
Airport attacks put aviation in crosshairs of geopolitical conflicts
Houthi Attacks Intensify Threat of Wider War in Middle East
Iran reportedly fortifies nuclear sites as it prepares for possible U.S. strikes after midterms
Oil prices fall as traders assess Russian diesel supply prospects and Saudi-Houthi conflict
Decline in Russian Crude Output Slowed in September, OPEC Says
Guyana Oil Exports to Top 1 Million Barrels a Day for First Time
Zambia Cuts Economic Growth Outlook as El Niño Threat Builds
More Republicans come out against Trump's diesel deal with Putin
Jaishankar: India-US Trade Talks Heading in Right Direction
India’s Top Diplomat Encouraged by US Talks, Defends Russia Ties
As 'Cockroach' protests grow over alleged voter fraud, Modi defends India as ‘mother of democracy’
EPA Proposes 100% Reallocation for Refinery Biofuel Breaks
Mubadala’s Al Muhairi Sees Increasing Growth Opportunity Across Asia
Barclays Plans India Advisory Return After a Decade as IPOs Boom
Walmart to cover some GLP-1s, inhalers and insulin for employees at no cost as it expands benefits
BlackRock and Baillie Gifford bet big on Icon 3D printed homes
BYD’s Denza Eyes Europe Car-Finance Unit to Rival BMW, Mercedes
JPMorgan Chase blocks outside AI agents like Muse, Instinct from directly accessing accounts
Michael Dell says AI needs safeguards and controls, and government has a role to play
Apple releases HomeView smart home hub with screen as showcase for Siri AI
Tesla, Xpeng Showcase Autonomous Cars in Paris
Martin Shkreli violated lifetime pharma industry ban, FTC and states say in contempt claim
French supermarket fridges get hacked, heating to 122°F and sparking fires
Six Flags shares decline following deadly roller coaster incident
Pair of Guggenheim Industrial Bankers Leave for Solomon Partners
Formula 1 Returns to Africa With Rwanda Grand Prix in 2030s
The Deal with Alex Rodriguez and Jason Kelly | Season 4B Trailer
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
17 min

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美股收盘后的冷静复盘：发生了什么、为什么重要，以及接下来关注什么。

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