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0本期节目纵览一周商业与科技头条:AI热潮从大公司人事战延伸到巨额资本动作,债券收益率攀升动摇股票配置,伊朗局势推高油价,消费者与企业财报传递经济信号,最后扫过法律、体育与全球市场的零星动态。
时间轴
- 00:00:04 开场
- 00:00:33 AI人才与并购大战:Meta挖角、AMD巨购、Nvidia回购
- 00:02:47 AI行情考验与监管动向:Micron财报、Anthropic新模型、纽约传票马斯克
- 00:03:53 收益率攀升冲击市场:债券吸引力回归、AI与消费支柱承压
- 00:06:13 伊朗僵局与油价:霍尔木兹海峡谈判、期货波动与柴油出口禁令
- 00:07:44 消费者与经济:娱乐支出收缩、毕业生就业难与财政动作
- 00:09:26 全球公司动态:钢铁关税、印度融资与重组
- 00:11:50 迪士尼权力斗争:Chapek称曾每周向董事会表达担忧
- 00:12:19 体育商业:NIL立法投票与勒布朗效应
- 00:13:01 法律与监管速览:Alito退出气候案
- 00:13:32 房地产与REIT:利率压力下的并购回暖
- 00:14:17 速报花絮:土耳其喜剧演员获释与SpaceX星舰入轨
- 00:14:46 收尾
相关信息
- Meta hires MongoDB CEO CJ Desai to lead enterprise unit. MongoDB shares crater
- Meta's splashy new business AI hire offers yet another reason to bank on Zuckerberg
- AMD acquiring Fei-Fei Li's World Labs AI firm in deal worth $8.2 billion
- OpenAI sparked Hugging Face bids with early investment offer ahead of Nvidia's $13 billion deal
- Nvidia Boosts Share Buyback Authorization by $150 Billion
- Nvidia share buyback plan gets $150 billion boost
- Jim Cramer's top 10 things to watch in the stock market Monday
- A key test looms for the AI trade this week. Here's how Mike Khouw is trading it
- Elon Musk, SpaceXAI subpoenaed by NYC in AI safety investigation
- Anthropic launches cheaper AI model, its second release since CEO's call for a slowdown
- Treasury yields rise as march to multiyear highs continues
- Rising Bond Yields Fuel Stock Allocation Reset, Wells Fargo Says
- Man Group Says 5.5% Yields Risk Cracking AI Capex, US Consumer
- It's A Good Time To Buy Bonds: Kerschner
- JPMorgan Traders Flip to Bullish View on US Stocks (SPY) Ahead of Jobs Report
- Nearly half the stocks in the S&P 500 are at cross purposes with the rest of the market
- 24/7 Stock Trading Is About to Test Financial Markets
- Iran Refuses to Soften Demands as Trump Rejects Hormuz Offer
- Stocks Fall, Oil Rises as Iran Refuses to Soften Demands; US, China to Cut Tariffs
- Oil prices off highs after reports Saudi pipeline ramping back up
- Trump ‘very seriously’ considering diesel export ban as global supply crunch worsens
- Strapped Consumers Quit Bowling, Dave & Busters in Blow to Debt
- New grads say employers set the bar too high for entry-level roles: 'No job is willing to give you that first experience'
- White House moves to block $810 million in funding through pocket rescission
- CarMax (KMX) Revival May Hit Roadblock as US Consumer Sentiment Falters
- Trump announces plan for $15 billion steel plant, would be largest in U.S. history
- Treasury Secretary Scott Bessent hires Wall Street economist David Zervos
- Cliffs’ Stelco Set to Idle Some Steel Operations on Tariff Woes
- India State Firms Pull $688 Million of Bond Sales as Yields Rise
- Tata Trusts Propose Restructuring of Tata Sons to Avoid Listing
- Getty Images in Talks With Lenders for Potential Bankruptcy Loan
- PureGym Taps High-Yield Bond Market for £1.4 Billion Refinancing
- Indaqua Bidders Are Said to Seek Additional Data to Place Offers
- Zambia Firm Accuses Abu Dhabi’s IRH of Breaching Mine Deal
- Burkina Faso Opens Gold Refinery in Push to Retain More Value
- Ex-Disney CEO Bob Chapek says he raised concerns with the board 'weekly' during Iger power battle
- Senate tees up college sports bill aimed at regulating NIL deals
- LeBron James is already boosting ticket and merchandise demand for Philadelphia 76ers
- Supreme Court Justice Alito will not participate in big climate change case next week
- Feds can't withhold counterterrorism funds from states to force election admin changes, judge rules
- Rising Rates Pressure Property Values as REIT M&A Deals Pick Up
- Florida’s AG Joins the Pause Cause
- SpaceX launches its massive Starship rocket into orbit for the first time
- Turkey Releases Comedian Jailed Over Stand-Up Show That Drew 15 Million Views
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