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 hi@bri.so。

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 hi@bri.so。

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 hi@bri.so。

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 hi@bri.so。

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 hi@bri.so。

本期节目从油价突破105美元与美债收益率升至多年高位入手，梳理这对通胀、美联储与股市的影响；随后关注AI板块的泡沫争论与OpenAI业绩分歧；再进入公司面，覆盖星巴克洽购Chipotle、百事下调指引、高盛巨额特别奖金等企业动态；接着讨论政治与监管因素，包括伊朗局势对油价的影响、中期选举资金流向、NFL与预测市场的对峙；最后快览委内瑞拉货币危机、巴西对冲基金行情、SpaceX返回及欧洲IPO等全球看点。 时间轴 * 00:00:04 开场 * 00:00:25 油价与债市：多重压力下的宏观交易主线 * 00:03:13 AI板块的分歧：OpenAI收入报告与泡沫争论 * 00:04:37 公司面：星巴克洽购Chipotle与多则企业大事 * 00:06:58 政治与资金：伊朗局势、中期选举与政策风向 * 00:09:25 预测市场与博彩之争：NFL对阵Kalshi * 00:10:24 全球快览：拉美、科技与消费的边缘故事 * 00:11:29 收尾 相关信息 * Oil Tops $105, Goldman Execs Eye Massive Bonuses * Rising Yields Creates Value: JPMorgan's Berro * Jim Cramer's top 10 things to watch in the stock market Thursday * Treasury yields are 'really, really high,' but can come down soon, Bessent's new adviser says * Treasuries Rise as Lofty US Yields Lure Demand to 30-Year Sale * Treasury yields are lower after reaching multiyear highs, traders weigh latest bond auction * Options traders start calling bottom on bond rout after 'bullet bid' 10-year auction * Ray Dalio warns the stock market's cushion against rising bond yields is shrinking * US Jobless Claims Fall to Lowest Level Since July * Inflation on many everyday items was entirely due to tariffs, NY Fed says * BlackRock’s Rieder Says Front End of Yield Curve ‘Still Very Attractive’ * BlackRock’s Rieder on Yield Curve, Federal Reserve Rate Hikes * France’s Lescure Says Not in Dysfunctional Bond Market * What’s the TPI? How ECB Can Respond to French Bond Turmoil * Nvidia, Oracle, CoreWeave and other AI stocks sink on OpenAI revenue report * Tech Stocks Drop as OpenAI Revenue Warning Deepens Bubble Fears * Goldman Says Tech Bull Market Has Room to Run * New data shows Starbucks turnaround is working, but Chipotle takeover report slams shares * Why a Starbucks takeover of Chipotle would — and wouldn't — make sense for both companies * PepsiCo cuts earnings forecast as North American turnaround takes longer than expected * Goldman’s Special Bonus for Top Brass Set to Exceed $500 Million * Carlyle Says Deal to Buy Lukoil International Assets Has Expired * JetBlue Bonds Fall Deeper Into Distress as Short-Sellers Pile In * Amazon overhauls aging devices lineup with higher-priced Alexa tablet, dumping the budget Fire * Windshield Repair Group Belron Picks Banks for Europe IPO * Skydance's David Ellison tells CNBC combined company is 'positioned to win in every single vertical' * Oryx Energies Sold for About $1 Billion in Management Buyout * UK’s MFS Owner Says He’s Been Harassed by Lawsuits After $3 Billion Collapse * Trump says U.S. will not attack Iran before midterm election * Treasury sanctions 17 tankers linked to Iran's 'shadow fleet' in economic pressure campaign * Oil prices jump as Iran steps up tanker attacks, hurricane threatens U.S. Gulf production * Little relief expected for gas prices ahead of Election Day, according to prediction markets * Trump's former defense secretary sees no end in sight for Iran war — to the benefit of America's 'greatest adversary' * AI Darlings, Defense Shares Most at Risk as US Midterms Near * Republican megadonors dominate 2026 midterm election as crypto and AI money surges, CNBC analysis finds * Trump Accounts top 70 million as new stock-donation rules open door to 'mega donors,' official says * U.S. suspends Microsoft, Adobe from green card labor program in foreign worker crackdown * Trump bought up to $25 million in Meta and millions in SpaceX debt in August * NFL Asks Supreme Court to Let States Regulate Prediction Markets * NFL tells Supreme Court prediction markets are gambling and should be regulated by the states * Sports gambling seeps even deeper into Wall Street's world as hundreds of pro team ETFs emerge * How Corgi Is Using AI and Puppies to Upend ETFs * Venezuela Bolivar Hits New Milestone as Dollar Supply Declines * Maduro Faces New Charge of Torturing US Citizens in Custody * Hedge Funds That Nailed Brazil Vote Bet on More Gains Ahead * SpaceX Crew Capsule Splashes Down After ISS Stay * Odd Lots: Europe may be falling behind. Working less isn’t why * America shut out Chinese EVs. Britain welcomed them — and now faces a difficult choice * Gen Zers are now the biggest spenders in the art market, survey finds 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。

本期节目围绕三大主线：SpaceX拟借400亿美元购买英伟达芯片掀起的AI信贷浪潮，全球债券收益率飙升与美联储政策带来的市场冲击，以及能源价格上涨与三季度财报季下的企业动态。同时覆盖全球并购、消费者信心与各公司新闻。 时间轴 * 00:00:04 开场 * 00:00:31 SpaceX 400亿美元借款买英伟达芯片：AI扩建的信贷狂潮 * 00:01:46 国债收益率触及二十年高位：拍卖、美联储与股市之谜 * 00:03:38 全球市场震荡：欧银行股下挫、法国债券与新兴市场资金流 * 00:05:01 能源价格风暴：柴油、取暖油与白宫的应对极限 * 00:06:33 财报季开幕与消费企业喜忧参半 * 00:07:50 AI硬件与消费者科技的另一面 * 00:09:32 消费者财务承压：信心下滑与房贷高利率 * 00:10:21 并购放缓与信用市场博弈 * 00:11:44 公司动向：餐饮、服饰与监管风波 * 00:12:43 媒体、卫星与其他政策动向 * 00:13:58 收尾 相关信息 * SpaceX’s plans to buy more Nvidia GPUs is keeping Jim Cramer bullish on the chip stock * 10-year Treasury yield backs off from 24-year high after solid bond auction eases demand fears * European Bank Stocks Sink Toward Lowest Since July as Bonds Fall * Refinance demand is now half what it was a year ago, as mortgage rates rise again * Home heating oil prices are soaring — and users' winter bills could rise 21%, federal outlook shows * SpaceX in Talks to Borrow $40 Billion to Buy Nvidia Chips * Apollo, banks in talks to finance SpaceX's $40 billion Nvidia GPU purchase * SpaceX Credit-Risk Gauge Hits Fresh High on Fundraising Reports * Why High Bond Yields Aren’t Sinking Stocks * US Bonds Rise as Yields at 2002 High Lures Buyers at Auction * Fed officials see another hike coming, but no sign as to when, minutes show * Inflation fears on the rise as one-year outlook in Fed survey hits highest level since May 2023 * Fed’s Choice Is ‘Hike or Bond Spike,’ Says BofA’s Cabana * France is caught between angry students and unforgiving bond markets * France’s Battered Bonds Are Starting to Tempt Bargain Hunters * Brazil Stocks Lure Record $2 Billion Inflow on Election Surprise * Bolsa tem fluxo externo de R$ 10 bi com rali do 1º turno * Trump’s diesel order exposes White House limits to counter surging fuel prices * Supertanker chartered from Gulf Coast to China for $76 million, 10 times higher than pre-war level * Oil prices fall as IEA members agree to prioritize release of diesel stocks * Chevron CEO warns against 'unwise' diesel export ban, saying it could make things worse * Tropical Storm Isaias Could Turn Into Cat 2 Hurricane * Here comes third-quarter earnings season. Booming profits could propel the S&P 500 to new heights * Modelo owner Constellation is getting creative to bring back beer drinkers as overall demand weakens * Levi Strauss hikes profit guidance after tariff refunds, but its sales outlook is less optimistic * Stocks made a record high. Two big bearish trades point to skepticism * Microsoft to sell $2,599 Surface Laptop Ultra containing Nvidia AI chip * Meta's Muse assistant tops app charts. Now it needs to become a habit * Google ordered to halt work on two data centers in ‘Texas of Europe’ * SK Hynix Lockup Expiry Stirs Anxiety Over Bumper ADR Premium * Novogratz Joins Crowd Warning of AI Bubble, Says Pile In Anyway * Americans grow more pessimistic about their finances, New York Fed finds — expert warns of ‘tough choices’ ahead * The SALT deduction limit is $40,400 for 2026. Here's how to maximize it * Used car prices fall in Q3, while demand for fuel-efficient vehicles grows * Unpacking the M&A Slowdown * Hertz Lenders Team Up With Advisers as Possible Debt Fight Looms * Morgan Stanley Selling Pieces of $3 Billion Royal Caribbean Loan * LIV Golf Gets Potential Lifeline From BC Partners Credit * Boots Sold for $8.9 Billion as Canada’s Westons Re-Enter UK * McDonald’s Franchisees Balk at Costly Bill to Upgrade Stores * Lululemon poaches Athleta CEO as new chief product officer * Trading platform Webull's China ties create national security risk, congressional panel finds; stock drops 18% * Disney+ to stream upcoming Super Bowl * Disney Confirms That Disney+ Will Stream The 2027 Super Bowl * FCC to vote on auctioning 25MHz of 'prime spectrum' in move that could benefit Amazon, SpaceX * Canada Reviews Foreign Homebuyers Ban as 2027 Expiry Approaches * Mexico Local Bond Sales Hit Record as Companies Rush to Market * Kalshi Submits Bid for Perpetual-Style Oil Contract to CFTC 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。

本期节目围绕三条主线展开：AI热潮推动美股创新高背后的风险与分歧、美债与法债等全球债务信用问题，以及地缘政治与能源动荡。随后我们再看消费、住房与医疗等民生议题，预测市场的新玩法，好莱坞世纪合并等媒体交易，以及AI行业自身的技术与治理动态。 时间轴 * 00:00:04 开场 * 00:00:36 美股创纪录新高与AI交易的两难 * 00:03:15 债市警报：通胀、收益率与信用风险 * 00:04:21 法国债务危机特别关注 * 00:05:51 地缘风险：俄罗斯鼠疫疑云与能源通道 * 00:07:31 能源成本与消费挤压 * 00:08:55 民生账单：房贷、医保与年轻选民 * 00:10:41 预测市场的新玩法 * 00:11:32 好莱坞世纪合并与媒体变局 * 00:12:46 大公司与资本大动作：核能、航天与国防 * 00:13:57 AI产业自身：标准、开源与治理 * 00:15:39 政治与司法动态 * 00:16:35 结语式主题：押注与等待 * 00:17:42 收尾 相关信息 * S&P 500 Hits First Record Since August as AI Bulls Take the Lead * Salesforce shares sit at the epicenter of AI confusion. Here's how to trade it * Chart: A look at the S&P 500's remarkable and defiant trip to a new record * Treasury yields slide as surge to multiyear highs cools * What's behind an 'explosion of buying' Tuesday, including the rally in GE Vernova * BofA Analysts See Tech Bubble Brewing, Advise Clients to Pile In * Paulsen Sees a 15% S&P 500 Drop as Oil, Rates and Dollar Rise * Dimon Says If You Try to Game the Market, You'll Lose * Jamie Dimon Warns on AI's Growing Cyber Threat * A new analyst call on Home Depot reflects our feeling on what to do with the stock * Man Group Disputes View That High Inflation Is Bad for Bonds * Boomers' dividend stocks take beating from bond yields, with retirement income on the line * Deeply Distressed US Loans Rise to Highest Level Since Pandemic, JPMorgan Says * French Fiscal Concerns Bring Home Painful Risk Premium * Francia paga por décadas de déficits fiscales y crisis * UBS CEO warns ‘hard measures’ are needed to tackle French debt crisis, as turmoil worsens * Brazil Market Euphoria Hinges on Fixes Flávio Bolsonaro Is Yet to Lay Out * Quebec Bonds Tighten as Separatist Party Falls Short of Majority * Russia plague: How great is the global risk? Maybe low, but infectious disease experts want more data * Russian lab worker's suspected plague death leaves experts puzzled * Rebounding oil exports through Strait of Hormuz are vulnerable to stepped-up Iranian tanker attacks * Russia’s Oil-Export Boom Undercut by Payouts, Diesel Sales Ban * Russia’s neighbor backs push to lift ban on nuclear weapons, prompting outcry from Moscow * Trump Says “Threats” Forced US To Move Bombers From UK Base * Trump allows cheaper, dyed diesel on highways to blunt historic fuel cost spike ahead of midterms * High diesel prices may put 'another squeeze' on the consumer, economist says * Ships Take Long Way Around as Drought Snarls Panama Canal * Venture Global Is in Talks to Sell US LNG to More Chinese Buyers * Trade deficit hits $105.6 billion, widest since just before Trump tariffs enacted last year * Car buyers are stretching loans to afford payments — it's a 'potential warning light,' analyst says * The Future Is Universal Health Insurance * Young voters struggle to afford housing. But they don't expect help from political candidates * Gen Z’s Love of Malls Boosts NZ Stock, Defying Cost-of-Living Blues * 64% of Gen Z has tried manifestation, psychics or other mystical dating tactics: ‘People don't feel like they're in control,' says relationship coach * How event contract bundles are boosting volume on prediction markets * Kalshi launches transparency features on its election contracts ahead of midterms * This startup wants to reduce liquidation risk from margin calls on prediction markets * Paramount Closes Warner Merger in Historic Hollywood Deal * Paramount's hard-fought takeover of Warner Bros. Discovery closed Tuesday. Here's how we got here * Emmy Awards leave broadcast TV for Prime Video in 2027 under six-year deal * Florida’s Public Schools Load Up on Debt Like Never Before * Google, Constellation Energy Strike Nuclear Power Deal * Google, Constellation Energy Deal; SpaceX Rises on Talks with NASA | Stock Movers * Anduril lands $2.9 billion Navy submarine shipyard contract days after Luckey joins Pentagon weapons group * Meta joins with group of companies to tame ‘chaos’ of doing business with AI bots * DeepSeek considers doubling latest funding round to up to $15 billion, sources say * Mistral unveils new AI model it says rivals best open systems from China * Anthropic expands Claude Startups program in bid to snag founders and fast-growing companies * Google DeepMind's Lila Ibrahim, world's top AI 'readiness' officer, on preparing for what's to come * Meta Muse popularity lifts AMD stock to fresh highs as AI agents juice CPU sales * Alito plans to stay on Supreme Court, even if Democrats regain Senate: Report * Texas Governor to Skip San Antonio Trump Rally Amid Tight Race * Why deep-red Kansas has become an unexpected Senate battleground * NYC Can Proceed With Pied-a-Terre Tax as Court Weighs Appeal * Trump hedges on paying back government for ads that already aired 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。

本期节目梳理美债收益率升至多年高位对市政债与企业融资的冲击，油价与中东局势的最新变化，AI芯片交易与诉讼，派拉蒙与华纳合并后的管理层洗牌，以及一批公司业绩与并购消息，最后快速浏览ETF行业动向和政策民生新闻。 时间轴 * 00:00:04 开场 * 00:00:26 美债收益率创多年新高，融资全面承压 * 00:02:53 油价波动：霍尔木兹运输与沙特降价 * 00:04:12 AI热潮：芯片巨头与新交易 * 00:05:48 好莱坞整合：Skydance领导层亮相 * 00:06:20 公司与业绩快报：从Cargill到星巴克 * 00:08:05 ETF行业观察：Corgi的"意大利面大炮" * 00:08:41 政策与民生速览：支票、银行与假期出行 * 00:10:12 收尾 相关信息 * Treasuries Slump Pushes Long-End Yields to Fresh 24-Year Highs * 10-year Treasury yield rises to fresh 2002 high to start the week * Citadel Securities Says Economic Strength Drives Higher Yields * New Hazard for Treasuries Hides in Bond Futures’ Fine Print * Odd Lots: What Does It Take to Make Bonds Less Risky Again? * High Yields Force Muni Bond Borrowers to Delay Refinancing Deals * The Existential Imperative to Borrow * French Banks’ Credit Risk Has Surged Above Major European Peers * Dollar Extends Relentless Rally Even as Cracks Start to Emerge * Stocks Rise as Oil Drop Offsets Europe Debt Worry * Banks Kick Off €4.7 Billion Debt Sale for Bain’s Volkswagen Deal * JPMorgan Dangles 11% Yield on Volta’s $5 Billion AI Loan Sale * Oil Swings With Focus on Deep Saudi Price Cut * Iraq Seeks More Tankers to Control Its Hormuz Oil Transits * Kuwait Oil Output at 75% of Prewar as Hormuz Transits Rise * Why airfares could rise even more, but airline profits won't * Trump Plans to Ease Limits on Tax-Exempt Diesel Variety * Nvidia's $6 trillion milestone looms. Here's when options traders see it happening * Nvidia's $20 billion Groq deal faces lawsuit alleging startup's stockholders were shortchanged * PTC Rallies on Deal; Qualcomm Up on Chip Patent Licensing | Stock Movers * PTC Rises on Schneider Electric’s $23.7 Billion Takeover Deal | Closing Bell * Cerebras stock pops 9% after Sam Altman calls the chipmaker a 'close partner' * Jim Cramer's top 10 things to watch in the stock market Monday * AI researcher warns 'we are racing to build and grow our own adversary' in NYC hearing * Satya Nadella reinvented Microsoft once. Can he do it again in the AI era? * David Ellison just brought in a co-CEO to run his new empire: Meet Ynon Kreiz * David Ellison and Ynon Kreiz announce Skydance leadership team * TNT Sports head Luis Silberwasser to depart Skydance as CBS Sports chief David Berson takes over combined global sports group * Cargill’s Earnings Slump 52% With High Cattle Costs, Cocoa Loss * Wells Fargo gets a bold upgrade ahead of earnings. Why the stock can play catch-up * Starbucks recovery plan is working. Here's how Mike Khouw says to trade the coffee giant * Chevron Names Gustavson CFO as Oil Giant Eyes CEO Succession * Balyasny Elevates Star Stock Picker Weiss to Co-Lead Equities * Citi Makes It Easier for Junior Bankers to Advance * Sarah Jessica Parker, Astrea London Bet Big on Lab Grown Gemstones * Ninepoint’s Athabasca Bet Delivers 6,500% Gain on Cenovus Oil Merger Deal * 'Spaghetti Cannon' Of ETFs: Corgi's Weniger * Corgi's 'Spaghetti Cannon,' New 10,000 S&P ETF * Trump reiterates pledge to send $5,000 checks, and hands out smaller payments, as midterm elections loom * China shuts hundreds of banks as Beijing moves to shore up its financial system * Trump's nemesis in Europe: Why Spain's Sanchez is calling a snap election * Brazilian stocks jump as Bolsonaro now seen as heavy favorite to win presidency * LA Schools Face High Fiscal Solvency Risk, State Report Finds * Russia plague: What we know about the suspected case reportedly linked to a lab worker’s death * Harvard Football Beats Colgate with Miraculous Hail Mary Lateral 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。

本期节目从疲弱的九月就业数据讲起，看美联储加息预期如何逆转，再进入法国债券危机、G7释放柴油储备等全球市场与能源话题，随后聊到技工岗位缺口、保险公司保费与并购、航空与企业新闻，最后谈AI浪潮下的华尔街与投资工具。 时间轴 * 00:00:04 开场 * 00:00:37 九月就业大冷门与美联储加息预期退潮 * 00:02:20 债券市场：美债收益率反常上行与法国危机 * 00:04:25 G7释放柴油与原油储备 * 00:05:37 地缘政治动态 * 00:06:13 技工岗位荒与劳动力结构变化 * 00:07:28 企业大戏：Paramount并购与私募竞价 * 00:08:12 波音软件故障与汽车零售格局 * 00:09:14 航空业竞逐与乘客体验 * 00:09:42 医保保费上涨与ETF避税监管 * 00:10:14 药企新战场：amylin与中美合作 * 00:10:42 AI竞赛、meme交易与全天候股市 * 00:11:43 个人投资者指南与华尔街声音 * 00:12:29 政策与工资：白宫经济立场 * 00:13:19 收尾快讯 * 00:14:03 收尾 相关信息 * Labor market faltered in September as jobs increased by just 29,000, unemployment rate rose to 4.2% * US Adds 29,000 Jobs in September, Jobless Rate Rises * Traders now see little chance of a Fed rate hike in October after weak jobs report * US Bond Traders Pull Back on Fed Hike Bets After Weak Jobs Data * Dollar Falls as Traders Pare Fed-Hike Bets After Jobs Data * US Jobs Data a ‘Dovish’ Report, Says BlackRock’s Rosenberg * Fed Is One Bad Inflation Number Away From Hiking Rates, Dutta Says * Traders Waver on Bets For Another Rate Hike This Year * 10-year Treasury yield ticks higher despite weaker-than-expected jobs report * France’s Bond Crisis Deepens * Hedge Funds Exiting Crowded Trades Fueled Rout in French Bonds * KKR, Blackstone Are Among Suitors for Windshield Repairer Cary * Bond Yields Are 'Juicy,' Says Apollo's Slok * Need To Think More About Fixed Income: Slok * The sector in the cross hairs of the bond sell-off looks poised for a bounce, says Mike Khouw * G7 to Release Up to 100 Million Barrels of Diesel, Crude * Oil prices lower as G7 nations to release diesel stocks, Saudis reportedly plan attack on Houthis * G7 nations to release diesel stocks as wars in Europe and Middle East constrain fuel supplies * Odd Lots: How Airlines Actually Hedge Higher Fuel Prices * Putin Views Military Drills Against Aggression on Land, Caspian * Brazil Consular Services Halted by US, Australia Before Election * 1.7 million skilled trade jobs will open annually through 2035, report says—experts don't know who will fill them * Men are losing ground in the labor market. Here's why * How AI is redefining Wall Street jobs — and boosting demand for this new 'hottest skill' by 1,721% * Paramount’s $52 Billion Debt Saga Ends With Hair-Raising Finale * David Ellison says combined Paramount and Warner Bros. Discovery will be named Skydance * FAA says Boeing 737 Max software glitch not a flight-safety issue * Nvidia breaks through to new record highs. Plus, more good news for Boeing * Nike shares tumble after weak revenue outlook and layoff plans underway * Ford fends off Hyundai to retain No. 3 U.S. sales position in third quarter * American starts letting customers mix cash and miles for tickets * United Airlines gets aggressive in battle for top Delta, American flyers * Your health insurance premiums may take a big jump in 2027 — here's why * Treasury Sec. Bessent, IRS crack down on ETF strategy the wealthy are using to avoid capital gains taxes * Why Lilly and Novo are betting on amylin to power a new wave of obesity drugs after GLP-1s * Big Pharma’s China deal spree grows with latest tie-up worth up to $7.8 billion * Can Google's new model really catch up to OpenAI and Anthropic at the frontier? * Sleepless on Wall Street: All-Night Stock Exchanges Coming Soon * Robinhood Stock Tokens Turbocharge a New Era of Meme Trading * Beating Market FOMO: Main Street's Playbook * We’re Speaking to Don Wilson at Odd Lots LIVE in Chicago * NEC's Kevin Hassett on Sept. Jobs and Paying Down US Debt * September Jobs Miss Shocks Markets * DOJ says it will not reopen criminal probe into former Fed Chair Powell * Democratic Texas AG candidate vows to probe Deloitte's role in voter registration delay * YouTube sports strategy targets more live rights -- but not necessarily events 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。

从席卷全球的债市抛售与信用市场压力，到派拉蒙创纪录并购、好莱坞大佬谈未来，再到AI热潮下的企业财报、零售投资者新政与政策地缘动态，本期节目串联本周财经与文娱圈最值得关注的脉络。 时间轴 * 00:00:04 开场 * 00:00:29 全球债市抛售与收益率攀升 * 00:02:42 信用市场承压与派拉蒙巨额并购债 * 00:04:04 好莱坞内容与创作者经济 * 00:05:07 并购降温与市场新机会 * 00:06:09 AI热潮、财报与散户进军私募市场 * 00:08:13 消费与企业风向 * 00:09:44 政策、地缘与民生新动向 * 00:11:25 收尾 相关信息 * Economy 'Running Firm', Not Overheating: Roth * We Are Near Peak in 10-Year Yield: Roth * 10-year Treasury yield slides after hitting highest levels in 24 years * Why Bond Yields Are Climbing All Over the World * Muni 30-Year Yield Highest Since at Least 2011 * US Yields Erases EM Bond Gains * US Manufacturing Expansion Continues as Prices Jump * Schmid Says Fed Has Work to Do on Inflation * Lacy Hunt, Treasury Bond Bear at Hoisington, Sees Risk of Fed Mistake, Inflation * ISM Report Presents Problems for Markets, Suzuki Says * See 'Skittishness' Around Credit: Annie Seelaus * Paramount Fundamentally Hard Story to Invest In: Lloyd * Paramount’s $41 Billion of M&A Bonds Slump as Trading Begins * HBO's Casey Bloys on Future of Content and WBD Deal * Disney's Walden on Storytelling and Future Growth * CrunchLabs Mark Rober on Creator-Led Media * Nithya Raman on Plan for Jobs in Hollywood * M&A Slips 10% in Setback for Potential Record Year * YPF Investors Ask High Court to Review Argentina Court Win * Pritzker Family Weighs Over $1 Billion Sale of Propane Business * Pakistan’s Fashion Brand Khaadi Plans Record IPO Next Month * Accenture rallies more than 20% after earnings beat, heads for best day ever * Micron beats on earnings and issues strong guidance as data center revenue jumps 11-fold * The U.S. just made it much easier for retail investors to access private markets * SEC proposes investor exam to expand private market access — here's how it could work * Next OpenAIs and Anthropics may come straight to retail market. Here's what to know before investing * Billionaire family offices bet on geothermal energy, brain implants in September * SpaceX set to launch Google AI chips into orbit in push toward space-based data centers * Health insurer points finger at AI as nearly $1 billion in questionable hospital charges appear * California Gov. Gavin Newsom bans AI 'robo bosses' in landmark state law, reversing his earlier veto * Trump’s AI lunch included every major tech company. Except Apple * Former LinkedIn chief Roslansky to leave Microsoft, following other exec departures * Commerce Secretary Howard Lutnick reports more than $250 million in income last year * Nike is set to report earnings after the bell. Here's what to expect * Nike's new Caitlin Clark shoes are already almost sold out * General Motor Q3 sales drop 5.5%, while Toyota buoyed by EVs, hybrids * Racehorse market breaks records riding high on tax breaks, stock market gains * Walmart is using light-up digital shelf labels to help shoppers and employees find items * Treasury sanctions operation targets Iran's auto, rail industries in latest economic attack * Russia launches massive strikes on Ukraine’s energy grid, forcing power cuts ahead of winter * Oil prices rise as Chinese refiners reportedly ban October fuel exports; Brent crude above $100 * South Korean President Lee pushes back on Alaska LNG project after Trump touts Seoul's participation * Mamdani Names NYC Districts for Affordable Housing Fast-Track * Social Security claiming ages may soon get new names. What retirees need to know * Trump Accounts have auto-enrolled more than 60 million children, Treasury says * New York City's 'click to cancel' subscription rule takes effect, joining states with similar laws * Judge dismisses Reflecting Pool case permanently, cites risk Trump will force new charges 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。

本期节目围绕AI热潮的两面、债市通胀之忧、公司融资与汽车业逆风、大宗商品与新兴市场、消费与家庭财务、健康与交易平台动向，以及华尔街人物与安全事件，梳理最新市场与政策脉络。 时间轴 * 00:00:04 开场 * 00:00:27 AI行情的两面与巨头现金消耗 * 00:03:26 AI安全与监管僵局 * 00:04:45 债市通胀警报：长端收益率创多年新高 * 00:06:52 市政债：抛售后的反弹与机会 * 00:07:48 公司融资与法律战 * 00:09:20 汽车业逆风与中国竞争 * 00:10:45 大宗商品、拉美与货币 * 00:12:58 消费、就业与家庭财务 * 00:14:23 减肥药竞赛与医保退款 * 00:15:24 交易平台与预测市场的扩张 * 00:16:43 华尔街人物与安全事件 * 00:17:44 收尾 相关信息 * AI Brings Out Bull, Bear In Same Person: Rowland * The market search for balance sheet cash cow 'quality' stocks is shifting with mega AI spend * Micron Beats Estimates as AI Data Center Revenue Surges | Closing Bell * Micron earnings hit Wall Street after the bell. Here's how options traders are positioned into the report * Nvidia is approaching a breakout level. Plus, what we want to see from Micron * Ford’s 45% Rally Wiped Out as Hopes for AI Windfall Fizzle * OpenAI follows Meta into the red-hot market for personal agents. But will users pay? * FTC is investigating OpenAI, Anthropic and other AI companies over product risks * Trump's meeting with tech leaders leaves AI safety more unsettled than ever * Trump descarta nuevas reglas federales de seguridad para la IA * 'Super intelligence is a national security issue,' Jay Clayton says; dodges AI 'czar' question * Global Bonds See Worst Quarter Since 2024 on Inflation Fear * Treasury 30-Year Yield's Continuous Rise Reveals Inflation Worry * US Long-Bond Yields Renew 24-Year High on Resilient US Spending * Fed’s preferred gauge showed core inflation at 3.0% in August, much lighter than expected * Fed’s Preferred Inflation Gauge Comes in Cooler Than Expected * 10-year Treasury yield turns higher as traders look past inflation data, await jobs report * Private sector jobs rose by 90,000 in September, better than expected, ADP reports * US Consumer Spending Jumps by Most in a Year * Muni Managers Tout Equity-Like Returns After Historic Selloff * Munis Snap Selloff in Biggest Rally in More Than a Year * Paramount Raises $30 Billion From Investment-Grade Bond Offering * Hertz Taps PJT Partners to Extend Debt as Maturities Loom * UnitedHealth Must Face Shareholder Suit by CalPERS, Judge Rules * Ford CEO says it's 'too late' for Europe to fend off Chinese automakers, but not for U.S. * Stellantis CEO reconfirms 2026 guidance, says turnaround plan continues as automaker's shares hit new low * Trump's latest global tariffs face trade court challenge * Giant Panama Copper Mine Gets Pathway to Restart Production * Glencore, Peabody and Heeney Mull Coal Deals in Venezuela * Crude oil exports through the Strait of Hormuz hit prewar levels, but fuel shipments remain constrained * Mexico’s Peso Becomes Worst in the World as Carry Traders Flee * El repunte bursátil de Argentina se limita a las empresas petroleras * Clubes de futebol enfretam impacto de R$ 1 bi com fim das bets * More Americans are tapping investments to pay for spending, analysis finds * Holiday retail sales are expected to top $1 trillion as inflation boosts growth * Treasury launches student loan support center as new data show 9.3 million borrowers in default * Parents who want to help their kids in a tough job market should avoid this 1 move, says career expert * Eli Lilly says closely watched combo obesity regimen boosts weight loss in mid-stage trial * People switching to Novo's Wegovy pill from obesity injections kept losing weight in real-world study * Trump administration starts sending $500 Obamacare refund checks — who stands to benefit * Robinhood to Offer Weekend Equities Trade; Cal-Maine Falls on Sales Miss | Stock Movers * Robinhood unveils weekend hours, AI agents to allow users to trade nonstop * Kalshi, Polymarket trading volumes on some products raises questions amid massive growth * Kalshi traders see high odds Anthropic's IPO is announced this year * The Elusive Power Players Behind the Rise of Jane Street * Ken Griffin pledges $3 billion to Carnegie Mellon University in 'historic' gift * Passengers Avert Crash Tackling Pilot Who Stabbed Colleague * FlyDubai Crash Averted After Pilot Stabbed Colleague * Inside Man: How Chinese spies used lies, love and betrayal to target the Federal Reserve 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 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。

联合国大会上的特朗普与伊朗局势搅动油市与保险市场,华尔街在AI狂热与谨慎情绪之间摇摆,美联储高官为通胀风险定调,同时IPO遇冷、关税与地缘政治重塑贸易格局。本期节目梳理这一天最重要的市场与全球动态。 时间轴 * 00:00:04 开场 * 00:00:26 联大演讲与美伊接触 * 00:02:24 油市与地缘风险定价 * 00:03:48 AI狂热与颠覆恐慌 * 00:04:51 AI政策、芯片与竞争 * 00:05:43 华尔街谨慎与盈利预期 * 00:06:58 美联储内部分歧与通胀 * 00:07:29 债市押注与清算改革 * 00:08:15 财政纪律之忧 * 00:09:02 IPO遇冷与大额交易 * 00:09:48 贸易与关税格局 * 00:10:52 多元化幻象:养老金与主权基金 * 00:11:32 收尾 相关信息 * Trump slams Iran and Cuba, defends AI growth and recounts record in UN speech * Trump 'Came Off Looking Desperate' in UN Speech, Says Brett Bruen * Trump snaps at CNN at United Nations: 'You should not be here covering me' * Trump's US Team Met With Iranians Tuesday in New York * Iran reportedly says it can reopen Strait of Hormuz within 7 days if U.S. eases military pressure * Oil little changed after Trump tells UN that Iran will make a deal after midterm elections * Trump to press Zelenskyy for energy truce, says Russia has ‘lost control’ of oil due to Ukraine war * Trump Addresses UN as Caution Grips Wall Street * Russian Oil Flows Dip as US Sanctions, Saudi Supplies Loom * Risk Landscape is 'Fairly Perilous' Says AXIS CEO Vince Tizzio * Sullivan: Wall Street admits it doesn't know where oil is headed. There's one stock they do agree on * Refining-Stocks Slump as Talk of Diesel Export Ban Swirls * AI Enthusiasm Drives Nasdaq 100 to First Record Since June * Meta’s Muse Drags Down Stocks That Depend on ‘Consumer Inertia’ * Why Shopify Stock, Twilio Are Rising On Meta's Muse Rollout * Alibaba Higher on Chip News; On Holdings Football Move | Stock Movers * SpaceXAI’s Grok Bot Gains Early Traction * Altman and Amodei expected to join UN Security Council meeting about AI * Goldman's Snider Expects Double-Digit S&P Earnings Growth * Nvidia options are doing something unusual ahead of two catalysts. Here's how one trader is playing it * No new stock highs, no problem: Options traders bet they're coming in these names * Santoli: The S&P 500 is within striking distance of record as bull relies on familiar leadership * Netflix (NFLX) Hit With Second Downgrade in a Week Over Content, YouTube Threat * Fed’s Collins Says Rate Hike Will Help Reach Inflation Goal * Fed’s Barkin Warns Inflation Pressures May Take Time to Pass * Short-End Treasuries Become Popular Bet on Fed Inflation Win * Treasury yields are little changed as traders await Fed comments * Fed’s Williams Says Treasuries Clearing Moving Ahead of Schedule * A Tantalizing Answer to Why Rates Are So High * Oaktree’s Marks Says US Displays Total Lack of Fiscal Discipline * Trump discloses more than 1,100 July trades, including up to $25 million each in sales of Microsoft, Amazon * Derailed IPO Plans Rattle US Market Ahead of Anthropic Debut * Goldman Sachs in Talks to Buy $37 Billion Credit Firm Palmer Square * Paramount’s $49 Billion Debt Sale to Kick Off After Lawsuits End * Canada’s Transport Overhaul Aims to Boost Trade With Europe, Asia * Ireland's McEntee Talks Tariffs, US Relations and China * Spanish Tungsten Miner Is Said to Plan London IPO This Year * U.S. strikes Greenland deal for 'permanent control over security,' will send forces to Danish dogsled outpost and reopen Cold War base: Report * La IA complica a quienes quieren diversificar sus inversiones * Our top 10 things to watch in the stock market Tuesday 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。

本期节目梳理美联储加息后的市场连锁反应，从利率与债市讲到汇率与个股，再看AI竞赛、政治与地缘风险，以及"小巷百万富翁"揭示的财富地图，帮您一文看清本周财经主线。 时间轴 * 00:00:04 开场 * 00:00:24 联储加息落地：一次到位还是新周期？ * 00:03:57 私人市场与财富格局：百万富翁与巴菲特谢幕 * 00:06:10 日元防守与强势美元 * 00:07:36 汽车与消费：大众预警、美妆融合与餐饮体育热潮 * 00:09:35 个股风向标：On、StubHub与媒体科技股 * 00:12:48 AI竞赛与风险：从"认知投降"到监管博弈 * 00:15:34 政治与地缘：中期选举、中东与全球摩擦 * 00:18:30 收尾 相关信息 * Stocks Waver as Treasuries Yield Resume Advance * Dollar Surges to Best Week Since June on Higher Rate Outlook * Investor Sentiment Plunges to 16-Month Low, AAII Survey Shows * 'Hike Doesn't Change Fundamentals,' says Cetera's Goldman * Three words from Kevin Warsh have Wall Street wondering how far the Fed will go with rate hikes * Oil Remains Primary Risk Driving Higher Rates Says Haworth * Short-Term Treasury Borrowing Costs Jump in Repo as Yields Surge * Bowman Expects Finalized Fed Stress Test Revisions in ‘Coming Weeks’ * Fed staff should have known Silicon Valley Bank was vulnerable, new report finds * New SVB Review Finds Fed Missed Repeated Warnings * Earnings, Not the Fed, Are Driving Stocks: UBS's Lovell * KKR’s McVey Favors Private Markets as Traditional Hedges Crumble * Compounding Is 8th Wonder of the World, Says KKR's McVey * Odd Lots: How Beer Distributors and Other “Little Guys” Got Rich * Buffett Steps Down as Berkshire Chair, Ending Six-Decade Run * Warren Buffett steps down as chairman of Berkshire Hathaway: 'Father Time always wins' * Yen Pares BOJ-Fueled Declines as Nikkei Reports a Rate Check * StanChart’s Englander Betting Against Yen ‘Short-Term’ * Investors Pull $1.8 Billion From Muni Market as Return Slump Extends * VW Cuts Outlook After Writedown on Porsche, Decline in China * Auto industry urges Trump to bar Chinese automakers in U.S. ahead of Xi visit * Why more companies are fighting over consumers' beauty, health and wellness spending * GLP-1, adolescentes y redes sociales * Hyrox Risks Alienating Its Core Customers * Wendy's franchisee files for Chapter 11 bankruptcy protection as burger chain struggles * On Holdings New Partner; Netflix Analyst Downgrade | Stock Movers * Nike parts ways with Kylian Mbappé, soccer superstar signs with On * StubHub shares tick higher for third day in a row after Citi upgrade * Specialty Insurer Orion180 Falls 4.8% After $240 Million IPO * Disney names CTO for the first time as media giant expands tech push * Sportsbooks remain king this football season, but upstarts are making a run for the money * Tata Board Mutiny Leaves Patriarch Little Choice But to Litigate * AI stock swings could affect your 401(k). Here’s what retirement savers need to know * OpenAI's latest AI revelation is a 'serious situation,' Microsoft's Suleyman tells CNBC * What If “Cognitive Surrender” Is the Real Existential Risk? * California Gov. Newsom issues executive order to rein in AI 'before it's too late' * Rep. Chip Roy doesn't want to regulate AI, but says Congress should have an oversight role * South Africa Holds Off on AI Rules Pending Global Watchdog View * US and China Vie For AI Lead Before Trump- Xi Summit * JPMorgan CEO Jamie Dimon attending Trump's state dinner for China's Xi: Source * Trump's $403 million war chest is finally being spent on the midterms. Now comes the hard part * Social Security reform plans could sway voters in battleground Senate races, survey finds * In Businessweek: Marco Rubio is Trump's Emissary * Oil prices little changed as market assesses disruption from Saudi pipeline closure * UN mission finds evidence signaling U.S. war crimes in Iran; Washington rejects report * Putin targets Nestle's Russian business as Kremlin tightens grip on Western assets * Screwworm Reappears in New Mexico Ahead of Port Reopening * IRS tax debt agreements have plummeted: 'I've never seen a number that low,' taxpayer advocate says 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。