中东冲突推高油价、美债收益率飙升，美联储九月是否加息成焦点；委内瑞拉石油协议搅动能源格局；AI交易面临考验；亚洲市场与企业各有动作。本期节目为您梳理今日最重要的财经与时事脉络。 时间轴 * 00:00:04 开场 * 00:00:26 美伊冲突升级与油价飙升 * 00:01:46 美股反弹与油价的拉锯 * 00:02:49 利率、债市与就业数据 * 00:04:05 加拿大央行按兵不动应对关税冲击 * 00:04:26 委内瑞拉石油协议与能源大博弈 * 00:05:43 AI交易面临考验 * 00:06:50 数据中心阻力与AI对冲基金巨亏 * 00:07:47 亚洲市场与日元动态 * 00:08:55 尼泊尔洪灾与气候风险 * 00:09:12 公司与行业动态 * 00:11:12 政策与政治风向 * 00:11:56 体育风波与名人动向 * 00:12:40 民生与理财 * 00:13:17 收尾 相关信息 * Stocks Rebound as Oil Prices Stay Elevated | Closing Bell * Stocks, Bonds Bounce as Oil Halts War-Fueled Rally * US-Iran Clashes Hit Stocks as Oil Rises | Bloomberg Brief 09/02/2026 * U.S. crude near $90 as Iran retaliates with strikes on Kuwait, Jordan and Bahrain * 10-year U.S. Treasury yield hits highest level since November 2023 * Private payrolls rose by 38,000 in August, less than expected, ADP reports * US and Iran Renew Fighting, Global Bond Rout Deepens * Iran says two tankers have hit Hormuz naval mines. U.S. disputes claim * Trump floats renaming Strait of Hormuz the 'Trump Strait' * Energy Secretary Chris Wright tells CNBC more than 17 million barrels of oil transited Hormuz on Monday * Kalshi Seeks Never-Expiring Oil Futures Amid 24/7 Trading Debate * S&P 500 Rises to Snap Three-Day Skid as Oil Prices Halt Advance * Stock Market Today: Dow Up On Surprise Jobs Data; Dell Tries To Break Out (Live Coverage) * Jim Cramer's top 10 things to watch in the stock market Wednesday * New York Fed's Williams says yield surge due to strong economic prospects * Warsh's Data Dashboard for Reading the US Economy * Markets Would React Poorly if Fed Holds Rates: Seder * Bank of Canada mulls Trump tariff shock as it holds interest rates * ¿En qué consiste el “mayor acuerdo petrolero” entre EE.UU. y Venezuela? * Chevron to expand in Venezuela operations, doubling production through $7 billion investment * Italy’s Eni Plans Major Increase in Venezuela Oil Production * Venezuela’s New Crop of Oil Barons Step Up the Dealmaking * The ‘Permission Bottleneck’ Coming for Stocks * AI trade faces test with next week's Oracle earnings * Berkshire CEO Abel says Alphabet a 'significant player' in AI after growing stake in Q2 * There is 'a lot more pushback' on data center construction, Berkshire CEO Greg Abel tells CNBC * UVA’s Situational Awareness Bet Fueled Record Year Before Tumult * Private equity funds are losing to the S&P 500 of late—why investments for the wealthy aren't necessarily better * We're starting positions in 2 more defensive stocks to balance our AI exposure * Apple shares are doing something they haven't done in 20 years. Here’s what’s happening * India’s Zerodha Gets Merchant Banking Permit as IPO Market Booms * Traders are piling into this international stock market that just pulled ahead of the Nasdaq * Yen Surge Keeps Traders on Alert for Further Official Action * Japanese Companies Consider Asset Sales as Yen Debt Costs Rise * Norwegian Hydro Stocks Hit Record Low, Raising Power Price Risks * Deadly Flooding in Nepal Highlights Asia’s Climate Vulnerability * Uber to cut 10% of workforce in bid to move 'simpler and faster' * Uber to Exit Nigeria, Uganda as Part of Global Restructure * Ford's production of highly profitable Super Duty trucks hits 20-year high as it recovers from supplier fires * American Airlines continues premium push with redesigned Boeing planes * Southwest to debut airport lounges in four cities, with more to come * Thyme Care raises $125 million, pushing cancer care startup's valuation above $2 billion * Fashion Empire Azzas 2154 to Split Two Years After Failed Merger * Circle K Owner Says Inflation, Fuel Costs Curb Consumer Spending * Trump to meet with travel industry CEOs as White House touts World Cup tourism boost * New Jersey asks the Supreme Court to take on prediction markets * States now must report undocumented immigrants to DHS or risk federal funding, DOJ says * NBA Suspends Clippers Owner Ballmer After Leonard Salary Probe * Shaquille O’Neal Kicks off College Tour on Credit * Does Medicare pay for long-term care? Many people get it wrong — and it may cost them later * These women were laid off while on maternity leave. Yes, it's legal, and probably more common than you thought * Demand for riskier mortgages rises along with interest rates * College M&A Tool Helps Schools Connect in Brutal Higher Ed Era 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 hi@bri.so。

本期节目聚焦美联储主席凯文·沃什在杰克逊霍尔的鹰派首秀：他放话通胀仍偏高、呼吁央行保持安静，市场随即提高九月加息押注，美债收益率与美元走强，而黄金和比特币的涨势被打压。随后节目点评了财报季的多家公司——Salesforce 凭借 AI 叙事创下史上第二佳单日涨幅，Marvell 因 2028 财年展望低于预期而股价重挫，Take-Two 则因《GTA 6》预告片行情看涨。外汇方面，日元跌破每美元 160，抹去逾半官方干预涨幅，贝森特就披露问题抨击沃伦；最后以玉米小麦期货飙至三年多新高收官。 时间轴 * 00:00:00 开场 * 00:00:32 沃什鹰派首秀：杰克逊霍尔的连锁反应 * 00:01:32 Salesforce 创历史第二佳单日涨幅 * 00:02:01 Marvell 展望不及预期，股价重挫 * 00:02:32 《GTA 6》预告片引爆需求预期 * 00:02:49 日元跌破 160，贝森特与沃伦激辩 * 00:03:28 玉米小麦期货飙至三年新高 相关信息 * Fed Chair Warsh Leans Hawkish In Jackson Hole Speech (Live Coverage) - Yahoo Finance * Dollar climbs after Warsh comments, poised for weekly gain - Yahoo Finance * Rate-hike expectations rise on Warsh speech at Jackson Hole - Yahoo Finance * Fed Chairman Warsh says inflation is running too high, offers first assessment of economy - Yahoo Finance * Warsh says Fed has 'work to do' if above-target inflation persists - Yahoo Finance * Why Warsh’s Jackson Hole debut may trigger a bond-market shock - Yahoo Finance * Warsh Is Driving Treasuries Market, Whether He Wants to or Not - Bloomberg Markets * Warsh’s Hawkish Message Lands as Real Yields Lead Bond Moves - Bloomberg Markets * Fed's Warsh Leads Central Bankers on Walk at Jackson Hole - Bloomberg Markets * What we learned from Warsh's Jackson Hole speech, and GE Vernova's CFO to retire - US Top News and Analysis * Stock traders warm up to Warsh as volatility index touches year-to-date low - US Top News and Analysis * Marc Benioff is getting his mojo back as Salesforce's AI strength quiets skeptics - US Top News and Analysis * Cramer Says the Bears Spent Months Lying About Salesforce and Nvidia. One Earnings Report Just Ended It. - Yahoo Finance * Marvell shares tumble 6% as outlook underwhelms despite 37% revenue growth - US Top News and Analysis * Jim Cramer's top 10 things to watch in the stock market Friday - US Top News and Analysis * 'Grand Theft Auto 6' preview signals blockbuster demand, analysts say - US Top News and Analysis * Yen Weakens Past 160 Per Dollar, Eroding Intervention Gains - Bloomberg Markets * Bessent attacks Warren over yen intervention query, offers ‘Foreign Exchange for Dummies’ lesson - US Top News and Analysis * Corn and wheat prices jump to highest prices in more than three years - US Top News and Analysis 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 hi@bri.so。

本期节目聚焦周三美股收盘与市场最新动向。美股整体原地踏步，美债收益率向5%走高。美联储偏好的核心PCE通胀指标七月同比上升3.3%，比预期温和，同时支出偏软，让九月政策抉择悬而未决。杰克逊霍尔央行年会召开前，投资者以守势入场，财政部长贝森特更积极的债务管理风格给美联储主席沃什带来压力，十一月再融资成为市场变数。芯片方面，OpenAI的自研Jalapeño芯片在推理效率上击败英伟达Blackwell系统，对英伟达利润率构成新威胁。财报板块则呈现分化：Intuit因全年指引低于预期下滑，Abercrombie与JM Smucker则因上调展望走高。此外，波士顿科学遭网络攻击、发货受影响，股价下跌。 时间轴 * 00:00:00 开场 * 00:00:28 收盘：美股原地踏步，美债收益率逼近5% * 00:01:02 核心PCE降温至3.3%，九月抉择悬而未决 * 00:01:42 杰克逊霍尔：贝森特债务策略成市场变数 * 00:02:20 英伟达财报在即，OpenAI自研芯片成新威胁 * 00:02:42 财报分化：Intuit下滑，Abercrombie与Smucker走高 * 00:03:10 波士顿科学遭网络攻击，发货受扰股价下跌 相关信息 * Treasury Yields Rise as Data Keep Fed Bets in Play - Bloomberg Markets * US Stocks Steady Ahead of Highly Anticipated Nvidia Results - Bloomberg Markets * Fed’s preferred inflation gauge shows core prices rose 3.3% annually in July - US Top News and Analysis * Modest Inflation, Soft Spending Support Fed Hold - Bloomberg Markets * Fed Can Avoid Hiking on Cooler Data, Economist Roth Says - Bloomberg Markets * An Interesting Time to Be in Jackson Hole - Bloomberg Markets * Economists want Warsh to share more on his view of the economy at Jackson Hole, says CNBC survey - US Top News and Analysis * Bessent’s Treasury Twist Makes November Refunding a Wall Street Wildcard - Bloomberg Markets * Dollar and bond markets 'on edge' ahead of Jackson Hole as Bessent's market intervention piles pressure on Warsh - US Top News and Analysis * OpenAI’s Jalapeño AI chip brings new 'threat' to Nvidia margins as custom silicon gains ground - US Top News and Analysis * JM Smucker Rises on Outlook; Intuit Down on Full-Year Forecast | Stock Movers - Bloomberg Markets * J. M. Smucker Q1 Earnings Call Highlights - Yahoo Finance * Medical device maker Boston Scientific is being hit by a cyberattack. The shares are falling - US Top News and Analysis 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 hi@bri.so。

本期节目聚焦美股收盘与市场热点：周二道指收高，美国国债收益率回落，芯片股整体反弹，英伟达在财报公布前已连跌七日，市场关注的不仅是盈利是否超预期，更在于其资本部署计划，以及AI营收增长一旦减速将如何冲击市场。债市方面，财长贝森特扩大国债回购的"贝森特看跌期权"引发长债逼空行情，但也引来德鲁肯米勒等质疑声。个股上，Intuit因展望疲软下跌11%，迪克体育用品因业绩不及预期暴跌25%。能源端，原油因美国转向经济施压伊朗而下挫3%，但黑海袭击和俄罗斯柴油禁令等风险仍在。加密货币和黄金则随"贬值交易"回归而走高，比特币盘中一度突破8.1万美元。 时间轴 * 00:00:00 开场 * 00:00:27 美股收盘走高，收益率回落，原油下滑 * 00:00:56 英伟达财报考验：七日连跌与超大规模依赖 * 00:01:25 市场要的不只是超预期，而是英伟达的资本路线图 * 00:01:58 “贝森特看跌期权”推动长债逼空 * 00:02:25 德鲁肯米勒与铃木质疑债券操作成效 * 00:02:59 Intuit挫11%，迪克体育重挫25% * 00:03:30 原油跌3%：经济施压伊朗缓和战争担忧 * 00:03:57 黑海袭击与俄柴油禁令风险犹存 * 00:04:14 比特币一度突破8.1万美元 * 00:04:34 “贬值交易”回归：黄金创三个月新高 相关信息 * Stock Market Today: Dow Rises As Treasury Yields Fall; Nvidia, Micron, Sandisk Rally (Live Coverage) - Yahoo Finance * Jim Cramer's top 10 things to watch in the stock market Tuesday - US Top News and Analysis * Wall Street Set to Open Higher as Crude Oil Extends Sharp Retreat: Dow Jones, S&P, Nasdaq, Futures - Yahoo Finance * Nvidia stock is on a 7-day losing streak ahead of its big earnings report - Yahoo Finance * Nvidia’s dependence on hyperscalers faces big test in earnings report - US Top News and Analysis * AMD and Intel Rise 3% on a Strong Buy Upgrade and a Pelosi Disclosure, NVIDIA and Broadcom Tick Up - Yahoo Finance * Franklin’s Araghi Says Nvidia Holders Want Map, Not Just a Beat - Bloomberg Markets * AI Revenue Slowdown Would Be the Market's Big Test - Bloomberg Markets * Short Squeeze in US Long Bonds Shows ‘Bessent Put’ at Work - Bloomberg Markets * Treasuries Gain as Oil Drop Eases Pressure on Inflation, Bessent - Bloomberg Markets * Bessent’s Mentor Druckenmiller Calls Bond Buying a Mistake - Bloomberg Markets * Stanley Druckenmiller leads doubters who think Bessent's bond ploys will fail - US Top News and Analysis * Treasury Hasn't Done Enough to Lower Yields, iCapital's Suzuki Says - Bloomberg Markets * Intuit Sinks 11% on Weak Outlook as Nvidia Earnings Loom | Closing Bell - Bloomberg Markets * Dick's Sporting Goods stock falls 25% as retailer misses expectations, cites 'challenging' footwear market - US Top News and Analysis * Oil drops 3% as U.S. shifts to economic pressure on Iran, easing fears of renewed war - US Top News and Analysis * US Natural Gas Falls as Iran Pressure Plan Pulls Down Energy - Bloomberg Markets * New Iran Sanctions Part of 'Piecemeal Strategy,' Says Rep. Gabe Amo - Bloomberg Markets * Ukraine's Double-Barreled Drone Strikes Snarl Russian Oil Flows - Bloomberg Markets * Russia Mulls Extending Diesel-Export Ban Amid Kyiv Attacks - Bloomberg Markets * Bitcoin price extends gains, briefly tops $81,000 as crypto rally gathers pace - US Top News and Analysis * Bitcoin Rides ‘Debasement Trade’ Wave - Yahoo Finance * The 'debasement trade' returns after Bessent bond maneuver. Crypto and gold are back in style - US Top News and Analysis * Gold prices today, Tuesday, August 25, 2026: Gold hits 3-month high this morning - Yahoo Finance * Dollar fragile as investors weigh Iran sanctions, Treasury buybacks - Yahoo Finance 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 hi@bri.so。

周一美国股市收跌，半导体类股拖累大盘，投资者聚焦本周的Nvidia财报、通胀数据与Jackson Hole研讨会。债券市场上，有报道称财政部可能动用近万亿美元总账户为债券回购融资，但高盛、富国等华尔街机构质疑回购能否压住长期收益率。贸易方面，特朗普威胁将加拿大汽车关税提高至50%，钢铁股应声上涨；特朗普政府同时公布针对伊朗的次级制裁计划，明确表示中国不在豁免之列。加密货币市场延续涨势，比特币录得2023年以来最大三日涨幅，塞勒旗下Strategy设立可购币储备。 时间轴 * 00:00:00 开场 * 00:00:45 芯片股走低，股市收跌 * 00:01:13 Nvidia财报：华尔街的定调时刻 * 00:02:00 国债收益率回落，回购疗效存疑 * 00:03:08 加拿大汽车关税威胁，钢铁股上涨 * 00:03:38 对伊制裁计划，油价承压 * 00:04:02 比特币突破区间，加密股走强 相关信息 * Semiconductor stocks drag S&P 500, Nasdaq lower: AlphaCheck - Yahoo Finance * US Stocks Decline as Nvidia Earnings, Jackson Hole Loom - Bloomberg Markets * Why Micron Stock Dropped This Morning - Yahoo Finance * Tech stocks today: All eyes on Nvidia as Meta trial resumes - Yahoo Finance * Here's what the charts say about Nvidia's stock heading into earnings - US Top News and Analysis * Nvidia says Groq racks will be online this year following $20 billion purchase - US Top News and Analysis * From Nvidia earnings to trade war tape bombs, a simple strategy could be this week's best bet - US Top News and Analysis * Bessent could tap near $1 trillion Treasury General Account to fund bond buybacks, sources said - US Top News and Analysis * Goldman, Wells Say Treasury Buybacks Unlikely to Cut Long Rates - Bloomberg Markets * Citadel Securities Calls Treasury Buyback ‘Financial Repression’ - Bloomberg Markets * Treasury Buybacks Are Not 'QE Lite,' Claudia Sahm Argues - Bloomberg Markets * Prediction market traders doubtful Bessent’s bond interventions will push yields lower - US Top News and Analysis * German Finance Chief Says Trump Is to Blame for Surging Yields - Bloomberg Markets * Yields decline on CNBC report Treasury could use General Account to fund buybacks - US Top News and Analysis * Central Bankers Don’t Work for Presidents - Bloomberg Markets * US Economy Can Keep Growing Despite Higher Rates, Says House - Bloomberg Markets * Trump says U.S. will hike Canada auto tariffs to 50% as trade war escalates - US Top News and Analysis * Steel Stocks Jump as U.S.-Canada Tariff Fight Escalates - Yahoo Finance * Trump admin unveils anti-Iran global sanctions plan, signals China not exempt - US Top News and Analysis * Oil falls ahead of US announcement of new sanctions on Iran - Yahoo Finance * Trump’s oil and gas stocks gained up to $15.5 million amid Iran war, congressional Democrats say - US Top News and Analysis * Crypto extends gains after biggest 3-day rally since 2023 - US Top News and Analysis * Bitcoin and ethereum prices today, Monday, August 24, 2026: Prices rising, as investors look for more Fed clues this week - Yahoo Finance * Strategy Sets Up Reserve That Can Be Used to Buy Bitcoin - Bloomberg Markets * Strategy earmarks $1.6 billion cash pool for treasury operations, buybacks - Yahoo Finance * Bitmine Makes Biggest Ethereum Purchase Since Early July - Yahoo Finance 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 hi@bri.so。

本期节目聚焦当日市场与多板块重大动向。美国财政部宣布将长期国债回购规模上限至少翻倍至每笔40亿美元，财政部长贝森特动用债务回购稳定债券市场，长期国债收益率从多年高位回落，股市随之走高。芯片方面，Marvell因与谷歌的AI芯片交易大涨10%，该交易允许谷歌购入至多122亿美元股份，凸显定制芯片替代英伟达的趋势。医疗领域，Moderna与默克联合研发的个性化mRNA黑色素瘤疫苗在后期试验中取得成功，显著降低复发率并延长无复发存活期，两股大涨。零售板块出现明显分歧：塔吉特上调全年展望，受益于大额关税退税；劳氏则给出平淡展望并提示家居装修支出承压；TJX因消费回落股价下跌。贸易方面，特朗普宣布美加"达成协议"，对约200亿美元加拿大商品的新关税推迟三天，加拿大股市应声上涨。最后关注二手车平台Carvana，因Mark Walter调查引发投资者担忧而承压。 时间轴 * 00:00:00 开场 * 00:00:24 财政部加倍长期国债回购，收益率从多年高位回落 * 00:01:01 Marvell因谷歌AI芯片交易大涨10% * 00:01:35 Moderna与默克mRNA黑色素瘤疫苗后期试验成功 * 00:02:09 零售分化：塔吉特上调展望，劳氏谨慎、TJX回落 * 00:02:43 特朗普暂停对加拿大关税三天并宣称达成协议 * 00:03:13 Carvana因Mark Walter调查承压 相关信息 * Treasury doubles debt buybacks as Bessent moves to steady bond market - US Top News and Analysis * US Treasury Increasing Long-Dated Buyback Cap to at Least $4 Billion - Bloomberg Markets * Bessent Deploys Debt Buybacks in Sign of Concern Over Yield Rise - Bloomberg Markets * Bessent moves to curb Treasury yields, putting new pressure on Warsh's Fed - US Top News and Analysis * Marvell's stock pops 10% on AI chip deal that lets Google buy up to $12.2 billion in shares - US Top News and Analysis * Marvell Stock Rises as Chip Company Issues Warrant to Google to Buy Stake of $12.2 Billion - Yahoo Finance * Where we stand on Broadcom after Marvell muscles in on its key customer Google - US Top News and Analysis * Moderna, Merck Revive mRNA Hopes With Melanoma Success - Bloomberg Markets * Merck, Moderna Melanoma Vaccine Study Succeeds - Bloomberg Markets * Cancer vaccine from Moderna, Merck shows promise in late-stage trial; both stocks soar - US Top News and Analysis * Target says its turnaround is picking up steam, with help from a big tariff refund - US Top News and Analysis * Lowe's gives muted outlook as it sees 'pressure' in home improvement spending - US Top News and Analysis * TJX Stock Falls as Earnings Show Consumer Pullback - Yahoo Finance * Jim Cramer says buy Target on any pullback as turnaround takes hold - US Top News and Analysis * Trump touted a deal to avert new tariffs on Canada. Here's what we know so far - US Top News and Analysis * Canadian Stocks Climb as Trump Pauses Tariffs on Trade Talks - Bloomberg Markets * Trump Says US Has ‘Come to a Deal With Canada’ - Bloomberg Markets * Carvana shares are under pressure this week as Mark Walter probe fuels investor jitters - US Top News and Analysis 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 hi@bri.so。

本期节目聚焦四个核心话题。首先，长期美债收益率大幅走高，30年期一度突破5.33%创下19年新高，全球债券抛售加深、美国财政状况恶化与通胀偏高共同推动借贷成本升至几十年高位，并持续挤压普通消费者和企业。其次，能源股逼近纪录高位，油价因特朗普政府对霍尔木兹海峡的强硬立场而上涨，俄罗斯原油出口受乌克兰无人机袭击影响连续第五周下滑。再者，家装巨头 Home Depot 第二财季营收和利润双双超预期，在"冻结的住房市场"下重申业绩指引，分析人士已上调其评级并提高目标价。最后，二手车平台 Carvana 股价延续跌势，市场担忧最大投资者之一马克·沃尔特在其投资帝国面临联邦调查之际可能减持股份。 时间轴 * 00:00:00 开场 * 00:00:28 美国国债收益率飙升：30年期突破5.33%创19年新高 * 00:01:42 能源股逼近历史高位：油价受霍尔木兹海峡紧张局势推动 * 00:03:33 Home Depot 二季度超预期 在冻结房市中重申指引 * 00:04:29 Carvana 股价下跌：沃尔特调查引发减持担忧 相关信息 * 30-year Treasury yield tops 5.33%, new 19-year high, on inflation and spending concerns - US Top News and Analysis * Inflation Will Keep Bond Yields High, Says Franklin Templeton's Dudley - Bloomberg Markets * Bond Selloff Is Mostly a Fed Story, Says BofA’s Cabana - Bloomberg Markets * Global Bonds Slump Sends Borrowing Costs Soaring - Bloomberg Markets * U.S. government debt yields are surging at a bad time. Here's what's behind the move - US Top News and Analysis * Bond yields are climbing. Here’s what that means for mortgages and other consumer borrowing - US Top News and Analysis * Analysis: Bond market pressure is squeezing Main Street as Wall Street waits on Warsh - US Top News and Analysis * Energy Stocks Soar to Record as Oil Rises on Trump’s Hard Line - Bloomberg Markets * Russia’s Oil Exports Extend Their Slump Amid Ukrainian Drone Strikes - Bloomberg Markets * Trump says no talks scheduled with Iran as he teases action in Hormuz Strait - US Top News and Analysis * Jeff Currie: Forget $91 Brent, The Real Crisis Is $170 Diesel - Yahoo Finance * How Gulf Oil Is Escaping the Strait of Hormuz - Yahoo Finance * We upgraded Home Depot and raised our price target. It made the best of a terrible hand - US Top News and Analysis * Home Depot reaffirms guidance amid 'frozen housing market conditions' - US Top News and Analysis * Pending Home Sales Drop to Weakest Since Start of Year - Bloomberg Markets * Walter Probe Weighs on Carvana as Investors Suspect Share Sale - Bloomberg Markets 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 hi@bri.so。

本期节目聚焦周一的全球市场动态。美国股市承压走低，30年期美债收益率升至近二十年新高，反映市场对政府支出激增、长期债券发行潮及持续通胀的担忧；两大宏观趋势正推动美债收益率走高，交易员警惕更深的债券抛售与套利机会。企业发债方面，AI数据中心投资热潮推动投资级公司债销售连续刷新月度纪录，英伟达为俄亥俄州OpenAI数据中心提供1050亿美元融资，微软相关的Project Odyssey债券以垃圾债级别收益率吸引大量需求。此外，Peter Thiel的对冲基金披露持有阿根廷石油商Vista Energy的股份，推动股价走高；美伊停火到期、霍尔木兹海峡航运量创新低，油价上涨，地缘局势持续紧张。最后，Blackstone与Blue Owl的私人信贷基金超额完成投资级债券发行，给低迷的BDC市场带来回暖信号。 时间轴 * 00:00:00 开场 * 00:00:29 30年期美债收益率创2007年以来新高 * 00:02:11 AI数据中心热潮推动企业债发行创纪录 * 00:03:56 Peter Thiel买入Vista Energy股份 * 00:04:43 美伊停火到期，油价上涨 * 00:06:39 Blackstone与Blue Owl私人信贷基金加码投资级债 相关信息 * US Bond Selloff Drives 30-Year Yields to Highest Since 2007 - Bloomberg Markets * The Two Megatrends Changing the US Treasury Market - Bloomberg Markets * Traders Alert for Deeper Bond Rout Fueling Niche Arbitrage Trade - Bloomberg Markets * Fed Will Keep Rates The Same: Gude - Bloomberg Markets * Steven Major Sees List of Factors in ‘Drip, Drip Higher’ of Long-End Bonds - Bloomberg Markets * Some Bonds Are Getting 'Twitchy,' Steven Major Says - Bloomberg Markets * US Stocks Dip as Rising Oil Prices, Yields Offset Chip Gains - Bloomberg Markets * US High-Grade Bond Sales Set August Record in Year Full of Them - Bloomberg Markets * Nvidia backing $105 billion in financing for OpenAI data center in Ohio - US Top News and Analysis * Nvidia financing initiative follows SEC guidance that takes sponsors off the hook for data center investments - US Top News and Analysis * Microsoft-Tied ‘Project Odyssey’ Bond Lures Buyers at Junk Yield - Bloomberg Markets * Vitol Makes Push Into Data-Center Infrastructure With US Deal - Bloomberg Markets * Vista Energy up 4% after billionaire Peter Thiel buys stake in the Argentine shale oil producer - US Top News and Analysis * Peter Thiel's Thiel Macro buys stake in Vista Energy Q2 2026 - Yahoo Finance * Oil prices rise as Iran rules out interim deal extension, threatens to escalate conflict - US Top News and Analysis * Trump threatens to 'bomb' Oman if it 'gets in the way' as U.S.-Iran ceasefire expires - US Top News and Analysis * Saudis Offer Oil From Near Oman in Possible Sign of Shuttling - Bloomberg Markets * Depleted strategic oil reserve nears level that raises concerns about damage to caverns, operations - US Top News and Analysis * Iran Feels It Has 'New Leverage' In MidEast Amid War with US - Bloomberg Markets * Blackstone, Blue Owl Private Credit Funds Boost Bond Sales - Bloomberg Markets 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 hi@bri.so。

本集回顾八月十四日全球市场走势：美国股市从历史高位回落，七月消费者支出与零售数据意外走弱，密歇根大学调查显示消费者信心转差、通胀担忧仍存；美元跌至五月以来最低，两年期国债收益率连续第三周下跌，十年期收益率在消化疲弱数据的同时盯紧中东局势，白银价格突破六十五美元。与此同时，特朗普对外国制造部件征收关税后无人机股应声上涨，美国对中国无人机加征百分之百关税；抵押贷款利率升至一年多新高，住房投资者称这是至少三年来最糟糕的市场。拉美方面，巴西资产因十月总统选举焦虑录得全球最大跌幅；商品市场里，白糖期货连续第三周走强，精炼利润率维持在接近两年高位。 时间轴 * 00:00:00 开场 * 00:00:40 美股从历史高位回落：消费数据走软 * 00:01:34 美元创五月新低与两年期收益率回落 * 00:02:46 无人机股大涨：特朗普加征关税 * 00:03:36 房贷利率创一年新高，楼市最差三年 * 00:04:38 选举焦虑拖累巴西资产 * 00:05:24 白糖延续涨势，精炼利润接近两年高位 相关信息 * US Stocks Slip From Highs as Investors Weigh Consumer Demand - Bloomberg Markets * US consumers sour on economy as inflation concerns remain in focus, UMich survey says - Yahoo Finance * Stock Market Today: Dow Steady After Surprise Retail Sales; Applied Materials Dives On Earnings (Live Coverage) - Yahoo Finance * Dollar Touches Lowest Since May as Retail Data Dims Fed Bets - Bloomberg Markets * Treasuries Rise as Weak Retail Sales Dampen Fed Rate-Hike Expectations - Bloomberg Markets * 10-year Treasury yield inches higher as traders digest soft retail sales, monitor the Middle East - US Top News and Analysis * Silver prices today, Friday, August 14, 2026: Silver over $65 following soft inflation data this week - Yahoo Finance * Drone stocks rally after Trump orders tariffs on foreign-made components - US Top News and Analysis * Stocks Rise Ahead of More Data; US Hits China with 100% Tariffs on Drones | Bloomberg Brief 08/14/26 - Bloomberg Markets * Housing investors say this is their worst market in at least 3 years - US Top News and Analysis * Election Angst Fuels Bruising Week in Brazil Markets - Bloomberg Markets * White Sugar Rally Adds to Already-Steep Refining Margins - Bloomberg Markets 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 hi@bri.so。

本期节目聚焦当日市场要闻：7月美国批发价格环比持平、低于预期，交易员削减加息押注，股市上涨、油价回落；思科财报虽超预期并上调指引，股价仍大跌8%；Workday因银湖收购洽谈传闻创下十年最佳单日表现；AMD计划发行47.5亿美元债券，或创史上最大规模美元债；30年期美债拍卖收益率创四分之一世纪新高，被视为债务警钟；霍尔木兹海峡原油出口量维持在每日900万桶附近，油价承压回落。 时间轴 * 00:00:00 开场 * 00:00:28 批发价格环比持平，加息押注降温 * 00:01:50 思科财报超预期，股价仍大跌8% * 00:02:32 Workday传银湖收购洽谈，创十年最佳表现 * 00:03:22 AMD拟发行47.5亿美元债券，规模或创纪录 * 00:04:01 30年期美债拍卖收益率创25年新高 * 00:04:32 霍尔木兹海峡出口高企，油价回落 相关信息 * Wholesale prices were flat in July, below expectations for 0.2% increase - US Top News and Analysis * Stocks rise as traders reduce rate hike bets, oil prices drop - Yahoo Finance * Traders Pare Bets on Fed Rate Hikes on Inflation Outlook - Bloomberg Markets * Kaplan on Rate Hikes, Warsh at Jackson Hole - Bloomberg Markets * Hammack Says the Fed Needs to 'Act Now' on Inflation - Bloomberg Markets * Fed's Hammack Questions Whether Inflation Slowdown Will Continue - Bloomberg Markets * Cisco shares slide 8% despite earnings beat and stronger-than-expected guidance - US Top News and Analysis * Workday shares post best day in 10 years on Silver Lake takeover report - US Top News and Analysis * Workday Shares Surge After Report Silver Lake Is in Talks to Buy Company - Bloomberg Markets * AMD Set to Raise $4.75 Billion in Debt Sale as AI Demand Surges - Bloomberg Markets * AMD looks to raise $4 billion to $5 billion in debt offering, source says - Yahoo Finance * US Pays Highest Yield on 30-Year Debt in Quarter of a Century - Bloomberg Markets * US Debt Sales See No Summer Slowdown - Bloomberg Markets * Oil prices fall after U.S. says crude exports through Strait of Hormuz near 9 million barrels per day - US Top News and Analysis * The Iran war risks bringing the G7's fastest-growing economy to a halt - US Top News and Analysis 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 hi@bri.so。

本期节目回顾当日美股与全球市场走势。美国七月CPI环比上涨0.1%、同比3.4%，符合预期，温和的通胀读数减轻了美联储压力，也为盈利驱动的科技股涨势延续铺路。围绕通胀数据，彭博与Pimco经济学家均指出九月可能按兵不动。个股方面，温迪汉堡因Nelson Peltz旗下Trian准备私有化的传闻跳涨至七周高位，但交易仍处筹备阶段。利率端，美国财政部420亿美元十年期国债拍卖的中标收益率创2007年以来最高。AI云公司CoreWeave因第二季度营收翻倍、AI需求旺盛而盘前大涨18%。地缘方面，美伊霍尔木兹海峡谈判陷入僵局，特朗普声称美国完全控制该海峡，海峡船舶通行量较袭击前日均130艘下降约九成，油价方向信号不一。 时间轴 * 00:00:00 开场 * 00:00:27 美股收盘：符合预期的CPI与科技股延续涨势 * 00:01:28 温和通胀强化美联储九月按兵不动的理由 * 00:02:25 温迪汉堡因Trian私有化传闻跳涨 * 00:03:26 美国十年期国债拍卖收益率创金融危机以来新高 * 00:04:27 CoreWeave营收翻倍、盘前大涨18% * 00:05:14 美伊霍尔木兹谈判僵局下的油价与地缘风险 相关信息 * US Stocks Rise as Inflation Keeps Fed ‘At Bay,’ Spurs Tech Rally - Bloomberg Markets * Global stocks hold gains after in-line US CPI - Yahoo Finance * Consumer prices rose 0.1% in July, as expected, putting the annual rate at 3.4% - US Top News and Analysis * Here's the inflation breakdown for July 2026 — in one chart - US Top News and Analysis * Cisco Beats Estimates, Cerebras Reports Declines | Closing Bell - Bloomberg Markets * The S&P paces to snap a 2-day skid, and Goldman beefs up its asset management unit - US Top News and Analysis * Fed Will Stay on Hold in September, Pimco's Wilding Says - Bloomberg Markets * US Core Inflation Comes in Subdued, Easing Pressure on Fed - Bloomberg Markets * Cooler CPI inflation reading bolsters case for Fed to hold rates in September - Yahoo Finance * Wendy’s Shares Jumps On Peltz Bid News - Bloomberg Markets * Wendy's stock jumps on report of potential takeover bid from Nelson Peltz's Trian Fund Management - US Top News and Analysis * Nelson Peltz's Trian preparing take-private bid for Wendy's - Yahoo Finance * US Sells 10-Year Debt at Highest Yields Since Financial Crisis - Bloomberg Markets * CoreWeave surges 18% after a 'cleaner quarter.' Here's what's happening - US Top News and Analysis * Cava Rises on Sales; CoreWeave Soars on AI Outlook | Stock Movers - Bloomberg Markets * Oil prices little changed as investors weigh lower demand against US-Iran talks deadlock - Yahoo Finance * Strait of Hormuz ship traffic near three-month low as U.S.-Iran deal in doubt - US Top News and Analysis * Trump Says US Controls the Strait of Hormuz, But Talks Continue - Bloomberg Markets 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 hi@bri.so。

本期节目梳理周二美股市场动态：受霍尔木兹海峡僵局影响，油价走高拖累股市收盘，市场目光聚焦周三公布的7月CPI。节目重点解读英伟达5000亿美元AI融资计划如何缓解信用市场紧张，比特币矿企Riot Platforms与Anthropic签署约90亿美元算力协议，英特尔将股票发行上调至200亿美元；同时分析债券市场创纪录空头押注与数十年高位收益率，以及美伊谈判僵局下油价守在每桶83美元上方的走势。 时间轴 * 00:00:00 开场 * 00:00:27 美股收跌：霍尔木兹僵局推升油价，静待7月CPI * 00:01:20 英伟达5000亿美元AI融资计划安抚信用市场 * 00:02:28 Riot Platforms与Anthropic达成约90亿美元算力协议 * 00:03:15 英特尔上调股票发行至200亿美元 * 00:04:02 创纪录债券空头与数十年收益率高位，迎接周三CPI考验 * 00:04:45 油价站稳83美元上方：美伊霍尔木兹协议难达 相关信息 * S&P 500 Hovers Near Record Highs on US-Iran Hopes - Bloomberg Markets * US Stocks End Down as Hormuz Deadlock Sends Oil Up Ahead of CPI - Bloomberg Markets * Hormuz Deal Remains Elusive, Stocks Hold Near Record Highs | The Opening Trade 8/10/2026 - Bloomberg Markets * Stock market today: Dow, S&P 500, Nasdaq edge higher as US, Iran reach impasse - Yahoo Finance * Nvidia Taps Wall Street for $500B; Iran Deal Hopes Dim | The Asia Trade 8/11/2026 - Bloomberg Markets * Nvidia’s Show of Financial Force Soothes Jittery Credit Markets - Bloomberg Markets * Nvidia Credit Risk Eases After CEO Clarifies $500 Billion Plan - Bloomberg Markets * Wall Street just endorsed Jensen Huang's 'big concept' for AI. What now? - US Top News and Analysis * Nvidia (NVDA) Is Going Beyond GPUs in the $500 Billion AI Boom, Wells Fargo Says - Yahoo Finance * Riot Platforms strikes deal with Anthropic as bitcoin miners shift focus to AI infrastructure - US Top News and Analysis * Riot Platforms stock surges on $9.1 billion data center deal with Anthropic - Yahoo Finance * Intel upsizes stock offering to $20 billion at $95 per share as AI demand accelerates - US Top News and Analysis * Cramer: Intel may have something up its sleeve; Nvidia's financing push is 'monumentally positive' - US Top News and Analysis * Trend-Chasing Funds’ Big Bond Short Raises Stakes for CPI - Bloomberg Markets * Barclays Sees Picky Bond Buyers Keeping Yields at Multiyear Peak - Bloomberg Markets * July CPI Crucial as Inflation Rebound Concerns Rise - Bloomberg Markets * Fed Expected to Keep Raising Rates Until Inflation Cools - Bloomberg Markets * An inflation report Wednesday should be a big deal for the Fed. Here's what to expect - US Top News and Analysis * U.S. oil rises above $83 a barrel as Iran says Strait of Hormuz won't open until conditions are met - US Top News and Analysis * Trump Makes New Demands on Iran as Deal Hopes Dim - Bloomberg Markets * Pakistan Says Deal Is Close Even as Iran, US Harden Stances - Bloomberg Markets * Trump Hardens Stance on Iran, Nvidia Taps Wall Street for $500B | The Opening Trade 8/11/2026 - Bloomberg Markets * Oil Jumps as Markets Await Middle East Clarity | Closing Bell - Bloomberg Markets 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 hi@bri.so。

本集聚焦周一（8月10日）美股与大宗商品市场动态。节目开篇回顾股市在就业数据放缓后升至历史新高，本周焦点落在周三即将公布的CPI数据，预测市场认为通胀将趋缓，但若数据过热恐给美联储制造压力；同时投资者放弃对冲转而追逐上涨的股票，市场缺乏明确方向。随后转入网络安全板块，CrowdStrike和Palo Alto在Black Hat大会后创历史新高，AI代理威胁推升防护工具需求，OpenAI也扩大了Daybreak网络安全计划。能源方面，美国原油回升至82美元上方，市场对伊朗霍尔木兹协议疑虑加深，沙特Jazan工厂重启推迟至八月底。此外还讨论了台积电月销售额因AI需求激增45%、SpaceX股价收复135美元IPO发行价但散户热潮随之退场，以及黄金录得七个月最佳单周涨幅、白银延续升势等话题。 时间轴 * 00:00:00 开场 * 00:00:32 股市创历史新高，静待周三CPI * 00:01:38 网络安全板块创高，AI威胁推升需求 * 00:02:38 油价重回82美元，霍尔木兹协议前景存疑 * 00:03:49 台积电月销售激增45%，AI需求火热 * 00:04:28 SpaceX收复IPO发行价，散户热潮退场 * 00:05:26 黄金创七个月最佳周涨幅，白银续涨 相关信息 * US Stocks ‘Directionless’ as Chipmaker Earnings, CPI to Set Pace - Bloomberg Markets * Wednesday’s crucial CPI report will show tamer inflation, according to prediction markets - US Top News and Analysis * Soft US Jobs Cast Doubt on September Fed Hike - Bloomberg Markets * Investors Abandon Hedges in Order to Chase Soaring Stocks - Bloomberg Markets * A Higher Nominal Growth World Brings Higher Volatility, Says Jim Caron - Bloomberg Markets * CrowdStrike, Palo Alto hit records after Black Hat cyber conference illuminates rising AI threat - US Top News and Analysis * OpenAI expands Daybreak cybersecurity initiative as AI agent threats evolve - US Top News and Analysis * House Dems call for AI companies to testify on recent hacks: ‘Clear risk to safety’ - US Top News and Analysis * U.S. oil rises back above $82 as doubt grows Washington and Tehran will reach Hormuz deal - US Top News and Analysis * Iran’s Oil Terminals Look Idle as US Keeps Up Naval Blockade - Bloomberg Markets * Saudis Delay Restart of Jazan Plant to Late August, IIR Says - Bloomberg Markets * Trump signals shift to economic pressure as Iran hardens stance over Strait of Hormuz - US Top News and Analysis * Oil in U.S. Strategic Petroleum Reserve falls below 300 million barrels, lowest since 1983 - US Top News and Analysis * World's biggest chipmaker TSMC's sales surge 45% amid buoyant AI demand - US Top News and Analysis * SpaceX stock rebounds, closing above $135 IPO price for first time in weeks - US Top News and Analysis * Retail investors end SpaceX buying spree as stock reclaims IPO price: AlphaCheck - Yahoo Finance * SpaceX Has Already Imploded 48% — But This Wall Street Vet Just Warned Against Bottom-Fishing - Yahoo Finance * SpaceX Rivals Rocket Lab, AST SpaceMobile About To Report Earnings. What To Expect. - Yahoo Finance * Gold just had its best week in 7 months. Here’s why Mike Khouw is buying more - US Top News and Analysis * Gold prices today, Monday, August 10, 2026: Highest opening price since early June - Yahoo Finance * Silver prices today, Monday, August 10, 2026: Silver prices keep rising this morning - Yahoo Finance 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 hi@bri.so。

本期节目聚焦美股与商品市场的多重动态。首先，标普500指数四个交易日上涨超5%并创下纪录新高，涨势从大型科技股扩展开来，华尔街看涨期权需求升温，预测市场也认为指数2026年有望触及8000点。软件板块出现明显分化：SoundHound AI与Unity Software大涨，而Datadog因财报重挫15%，市场围绕AI定价能力产生分歧。个股方面，AppLovin因第二季度营收不及预期暴跌17%；联合批发抵押贷款公司（UWM）在宣布暂停派息并启动资本募集后股价重挫40%。商品市场上，伊朗-阿曼拟重开霍尔木兹海峡的消息推动油价上涨，但美国对草案条款表示反对，金价与银价当日也因局势进展走强。节目最后提及全球最大烈酒生产商帝亚吉欧因约10亿美元的成本削减计划股价上涨4%，并提示其中10亿与12亿美元口径差异有待澄清。 时间轴 * 00:00:00 开场 * 00:00:39 标普500创纪录新高，涨势从大型科技股扩大 * 00:01:51 软件股分化：SoundHound与Unity大涨，Datadog重挫 * 00:02:34 AppLovin因Q2营收不及预期暴跌17% * 00:03:17 UWM暂停派息并募资，股价暴跌40% * 00:04:00 霍尔木兹重开消息搅动油价、金价与银价 * 00:05:11 帝亚吉欧推10亿美元成本削减计划，股价上涨4% 相关信息 * Wall Street Bulls Flock to S&P 500 Calls as Rally Broadens - Bloomberg Markets * Traders on Kalshi now think it's likely that the S&P 500 will hit 8,000 in 2026 - US Top News and Analysis * Tech Stocks Propel Markets to Record Highs - Bloomberg Markets * SoundHound AI Rallies 12%, Unity Software Rises 11%, Datadog Sinks 15% as Traders Separate Software Winners From Losers - Yahoo Finance * Software stocks sink, led by declines from Figma, Datadog - Yahoo Finance * Software Stocks Fall As Datadog, HubSpot Earnings Raise Questions Over AI Pricing - Yahoo Finance * AppLovin stock tanks on Q2 revenue miss - US Top News and Analysis * United Wholesale Mortgage plunges 40% after suspending dividend and raising capital - US Top News and Analysis * Oil Rises as Market Awaits Iran-Oman Hormuz Deal Details - Bloomberg Markets * Gold prices today, Thursday, August 6, 2026: Gold prices surge as Hormuz inches closer to reopening - Yahoo Finance * Silver prices today, Thursday, August 6, 2026: Silver opens at highest price since June - Yahoo Finance * Iran's Hormuz Strait plan reportedly blocks U.S., Israeli ships; U.S. rejects any 'impediments' - US Top News and Analysis * Diageo sets out $1bn savings plan - Yahoo Finance * World's biggest spirits maker pops 4% on $1 billion cost-cutting plan - US Top News and Analysis 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 hi@bri.so。

本期节目首先聚焦大盘：美股收盘创下历史新高，纳斯达克100录得过去十年罕见看涨统计，但恐慌指标VIX却走势反常，两者出现脱节。随后关注财报季的几家明星公司——礼来再度交出一份超预期并上调指引的季报，Zepbound与Mounjaro两款GLP-1药物销售激增；SpaceX却因AI支出激增和股份解锁在即下跌13%，甚至有火箭残骸坠月的插曲；AMD财报后股价亦走低。迪士尼连续第二季盈利超预期，乐园创纪录营收，并酝酿免费广告流媒体模式。最后转向地缘与能源交叉点：伊朗与阿曼就霍尔木兹海峡航运谈判进入尾声，特朗普暗示协议接近达成，牵动油价、黄金、白银及化肥市场的走向，不过也门胡塞武装袭击红海油轮的消息令油价短期方向出现冲突。 时间轴 * 00:00:00 开场 * 00:00:19 美股创历史新高，纳指现十年罕见看涨信号，VIX却反常平静 * 00:01:09 礼来再交beat-and-raise，Zepbound与Mounjaro销售激增推动上调指引 * 00:01:54 SpaceX财报后跌13%，AI支出激增、股份解锁在即，火箭坠月成股价隐喻 * 00:02:42 AMD财报后股价走低，CEO苏姿丰对马斯克的英伟达承诺不以为意 * 00:03:20 迪士尼连续两季超预期，乐园创纪录、流媒体酝酿免费广告模式 * 00:04:13 霍尔木兹谈判进入尾声，油价黄金白银与化肥市场随之摇摆 相关信息 * Stock bears obliterated as Nasdaq 100 logs top 10 bullish stat of past decade - US Top News and Analysis * Wall Street's 'fear gauge' is doing something unusual as stocks hit record highs - US Top News and Analysis * We're increasing our Eli Lilly price target after another beat-and-raise quarter - US Top News and Analysis * Eli Lilly easily tops quarterly estimates, raises outlook as Zepbound and Mounjaro sales surge - US Top News and Analysis * SpaceX stock falls 13% as AI spending surge rattles investors and massive share unlock looms - US Top News and Analysis * SpaceX moon crash is a perfect metaphor for rocket maker’s share price, analysts say - US Top News and Analysis * Lisa Su brushes off Musk's Nvidia commitment as AMD stock sinks after earnings - US Top News and Analysis * Disney tops earnings estimates as parks and streaming offer a boost - US Top News and Analysis * Disney's Third-Quarter Profit Growth Driven by Parks, Streaming - Bloomberg Markets * How Disney parks are bucking a travel slowdown - US Top News and Analysis * Disney weighs free, ad-supported streaming, says it has sold out Super Bowl ad spots - US Top News and Analysis * Iran Says Agreement Reached With Oman on Hormuz Shipping - Bloomberg Markets * Iran, Oman say Strait of Hormuz talks in final stages, as Trump again teases a deal being close - US Top News and Analysis * Oil prices fall on negotiations to manage ship traffic in Strait of Hormuz - US Top News and Analysis * Mosaic Phosphate Pains Highlight Hormuz Fertilizer Disruption - Bloomberg Markets 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 hi@bri.so。