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SpaceX (SPCX) Launches Grok 4.5 As Its Biggest AI Release Yet

Yahoo 📅 07/09 15:14 NVDA.O
Space Exploration Technologies (NasdaqGS:SPCX), via its SpaceXAI unit, has launched Grok 4.5, a next generation AI model and coding agent. The release is described as the company’s most advanced AI system so far and is immediately available for developers. Grok 4.5 is trained on Nvidia GPUs and is designed to handle complex, agentic coding tasks for enterprise and developer use cases. Space Explor...

Alibaba is Jefferies’ Top Pick in Chinese Internet Stocks, Here’s Why

Investing 📅 07/09 15:14 9988.HK

FTSE 100 today: Stocks slip as Iran-U.S. ceasefire collapse rattles sentiment

Investing 📅 07/09 15:13

Hewlett Packard Enterprise's Backlog of Nearly $6 Billion Is Fueled by a New Wave of AI Spending

The Motley Fool 📅 07/09 15:13
Hewlett Packard Enterprise (NYSE: HPE) has gone from a legacy hardware vendor to an artificial intelligence (AI) infrastructure player in a matter of months. The stock is up 81% year to date, and management recently raised full-year earnings guidance by over 40% after the company blew past expectations in the second quarter. While the first wave of AI infrastructure spending was dominated by hyper...

Barclays cuts Caesars Entertainment stock rating on weaker outlook

Investing 📅 07/09 15:12

European Gas Edges Lower as Traders Assess Middle East Flare-Up

Bloomberg 📅 07/09 15:12
European natural gas prices edged lower as traders evaluate the region’s supply picture after fresh hostilities between the US and Iran. Benchmark futures declined as much as 2.3% after rising during the previous two sessions. Prices are still near the highest in about a month as uncertainty lingers around the resumption of liquefied natural gas supplies from the Middle East. The war that began mo...

ETF收评 | 科创50指数午后狂涨超8%,半导体板块大爆发,多只半导体ETF、半导体设备ETF涨停

格隆汇 📅 07/09 15:12 NVDA.O
格隆汇7月9日|A股上演V型反弹,截至收盘,上证指数涨1.65%,深证成指涨3.07%,创业板指涨4.49%,科创50指数涨8.41%。全市场成交额29322亿元,较上日成交额放量3497亿元,全市场超2400只个股上涨。半导体产业链强势爆发,半导体硅片、GPU、内存芯片、先进封装等方向领涨,能源设备、航天军工、工业机械、券商股表现强劲;锂电池产业链、稀土、钢铁、煤炭股低迷。 今日半导体、半导体设...

华硕6月销售额1,067亿元新台币,同比增长56%

同花顺 📅 07/09 15:10
华硕6月销售额1,067亿元新台币,同比增长56%。

研报掘金丨中邮证券:首予中富电路“买入”评级,结构优化驱动营收与盈利双高增

格隆汇 📅 07/09 15:10
格隆汇7月9日|中邮证券研报指出,中富电路结构优化驱动营收与盈利双高增。公司2025年实现营业收入18.79亿元,同比增长29.24%;归母净利润0.29亿元。2026年一季度公司业绩延续高增长态势,实现营业收入5.20亿元,同比增长37.81%;归母净利润0.19亿元,同比增长89.32%,盈利端增速显著高于收入增速。客户资源优质稳定,海外布局加速落地;产能技术双发力,把握AI机遇。未来公司将坚...

JPMorgan places Brunello Cucinelli on positive catalyst watch ahead of earnings

Investing 📅 07/09 15:10

“木头姐”再次加仓SpaceX

新浪 📅 07/09 15:10 9988.HK700.HKTSLA.O
方舟投资管理公司创始人凯茜·伍德近日投入约700万美元增持埃隆·马斯克的火箭公司SpaceX的股票,这一举动发生在该公司历史性IPO不到一个月后,当时该公司的上市使马斯克短暂成为全球首位万亿美元富翁。 如今,伍德和ARK正大力押注其信念:SpaceX在最佳情况下,到2030年可实现3.1万亿美元的企业估值,这主要得益于其人工智能、数据中心和航空航天业务。目前,SpaceX的市值为1.9万亿美元。 ...

美国邮政陷入严重财务危机 日常邮资迎来五年内第八次上调

新浪 📅 07/09 15:09
美国邮政局(USPS)日前证实,自本周日(7月12日)起将正式上调多项邮件业务基础邮资。其中,全美普遍使用的常规“永久邮票”(Forever Stamp)价格将由每张78美分上调至82美分,涨幅约5%。这是自2021年以来美国日常邮资经历的第八次上涨,凸显了该国公共服务机构在应对严重财务损耗及通胀压力时的困境。 根据美国邮政局向美国邮政监管委员会(PRC)提交的调价方案,除常规邮票外,本轮调价还涵...

Evercore ISI:上调西方石油评级至“跑赢大盘”

格隆汇 📅 07/09 15:09
格隆汇7月9日|Evercore ISI周三将西方石油的评级从“跑输大盘”直接上调至“跑赢大盘”,并将目标价从58美元上调至65美元。

创业板涨超4%,科创50狂飙7%,中芯国际市值超贵州茅台,AI大模型双雄分化,智谱涨5%、MINIMAX大跌20%

华尔街见闻 📅 07/09 15:08 9988.HK981.HKNVDA.O
芯片半导体反弹,存储芯片大涨,4500亿存储龙头兆易创新,一度涨超9%,此前消息称,存储芯片巨头长鑫科技7月16日打新。港股AI大模型双雄显著分化,智谱涨9%,MINIMAX跳水大跌超13%。 7月9日,A股午后拉升,三大指数走高,创业板上涨3%,科创50大涨超6%。半导体板块拉升,GPU、半导体硅片、长鑫存储、晶圆产业、先进封装等概念股集体上涨。AI服务再度大涨,龙头浪潮信息涨停。稀土永磁、锂矿...

解放军和武警部队官兵全力奋战防汛救灾一线

同花顺 📅 07/09 15:08
7月9日下午,国防部新闻发言人陈曦大校就近期涉军问题发布消息。记者:据报道,解放军和武警部队官兵、民兵近期在广西、湖北、甘肃等地全力开展抢险救援工作。请进一步介绍有关情况。陈曦:近日,广西、湖北、甘肃等地因降雨大风天气,接连发生水库溃坝、山体滑坡等灾情。习主席对防汛救灾工作作出重要指示,军队各级闻令而动,迅即投入抢险救灾工作。截至目前,解放军和武警部队共出动2400余人、舟艇70余艘、车辆和工程器...

Amazon.com, Inc. $AMZN Position Lessened by AMI Asset Management Corp - MarketBeat

Google 📅 07/09 15:08 AMZN.O
Amazon.com, Inc. $AMZN Position Lessened by AMI Asset Management Corp MarketBeat

Amazon.com, Inc. $AMZN Stock Position Decreased by Forum Financial Management LP - MarketBeat

Google 📅 07/09 15:08 AMZN.O
Amazon.com, Inc. $AMZN Stock Position Decreased by Forum Financial Management LP MarketBeat

North American Construction subsidiary secures record $135M Canadian oil sands contract

Seeking Alpha 📅 07/09 15:08
North American Construction Group ( NOA ) announced that its wholly owned subsidiary, ML Northern Services Ltd., has secured a milestone $135M five-year heavy equipment services contract with a major Canadian oil sands operator. Under the agreement, ML Northern will provide mobile fuel services across multiple mine sites to service the customer’s fleet of ultra-class and large mining equipment. Sc...

South Korea set to power US fight for naval dominance amid rising geopolitical tensions

SCMP 📅 07/09 15:08
The United States is turning to South Korea’s world-leading shipbuilding industry as it seeks to refresh its ageing naval fleet, a move set to expand the bilateral alliance beyond security into defence manufacturing, technology and industrial production. According to analysts, the bid reflects Washington’s efforts to address long-standing problems in its own industry – such as chronic construction...

A股收评:放量狂飙!沪指涨1.65%,科创50指数涨8.41%,半导体板块全线爆发

格隆汇 📅 07/09 15:08
格隆汇7月9日|A股主要指数午后大幅拉升,截至收盘,沪指涨1.65%报4036.59点,深证成指涨3.07%,创业板指涨4.49%,北证50涨0.44%,科创50指数涨8.41%。全市场成交额29322亿元,较上日成交额放量3497亿元,全市场超2400只个股上涨。 盘面上,长鑫科技将于7月16日启动申购,半导体板块全线爆发,兆易创新、长电科技、通富微电等多股涨停,中芯国际盘中大涨超14%,以A股...

How global energy markets built the ‘Amazon of oil’ logistics to keep prices from spiraling

Yahoo 📅 07/09 15:08 AMZN.O
Nations and companies can more easily and quickly divert petroleum shipments to hot spots thanks to modern technology.

伊朗军方称打击中东地区多个美军目标

同花顺 📅 07/09 15:07
伊朗军方公共关系部门发表声明说,不久前,伊朗军方使用无人机对中东地区多个美军目标发动打击,以回应美军对伊朗的侵略。声明说,伊朗军方使用大量多种类型的攻击型无人机,打击了科威特境内的美军“爱国者”防空系统、卡塔尔境内的美军卫星天线,以及巴林境内的美军燃料储存设施。(新华社)

Romania’s first quarter GDP contracts 1.2% year-on-year

Investing 📅 07/09 15:07

港股評級彙總:中泰證券首次覆蓋並給於阿里巴巴買入評級 - 富途牛牛

Google 📅 07/09 15:06 9988.HK
港股評級彙總:中泰證券首次覆蓋並給於阿里巴巴買入評級 富途牛牛

MiniMax解禁首日大跌20%,市值跌破千亿港元

第一财经 📅 07/09 15:06
AI大模型"蜜月期"结束。 7月9日,港股AI大模型公司MiniMax(00100.HK)迎来上市以来首轮限售股解禁。受解禁压力影响,公司股价盘中一度跌超20%,创近半年新低。截至14时20分,MiniMax报289.6港元/股,总市值跌破千亿,降至约908亿港元。 今年1月9日,MiniMax在港股上市,上市首日股价较发行价上涨近110%,收盘时总市值超过1050亿港元。今年3月,MiniMax...

朝鲜内阁总理朴泰成将访华

同花顺 📅 07/09 15:06
外交部发言人宣布:应中国共产党中央委员会、中华人民共和国政府邀请,朝鲜劳动党中央委员会政治局常务委员会委员、朝鲜民主主义人民共和国国务委员会副委员长、内阁总理朴泰成将于7月10日至12日率朝鲜民主主义人民共和国党政代表团对中国进行正式访问,并出席《中朝友好合作互助条约》签订65周年纪念活动。(央视新闻)

国防部回应外媒称中国空军全球第二

格隆汇 📅 07/09 15:05
格隆汇7月9日丨据日月谭天,今日下午,国防部新闻发言人陈曦大校就近期涉军问题发布消息。近期,运-20飞机最新宣传片引发广泛关注,中国空军战略投送力量转型升级成为热议话题。阿拉伯防务网刊文称,中国空军已成为仅次于美国空军的全球第二大空中作战力量。请问对此有何评论?陈曦表示,近年来,中国空军进入“空天一体、攻防兼备”战略转型关键期,从歼-20、歼-16、歼-10系列等新型战机奋飞战备,到运-20系列飞...

World Cup 2026: France v Morocco quarter-final buildup, Collina defends refereeing – live

The Guardian 📅 07/09 15:05
⚽ All the latest as we look ahead to the quarter-finals ⚽ Player guide | Bracketology | Golden Boot | Email us Fifa refereeing chief Pierluigi Collina defended the officiating in Argentina’s 3-2 victory over Egypt in the World Cup ⁠round of 16, dismissing allegations of bias and saying match officials operated with complete independence. In an interview published on inside.fifa.com on Thursday, Co...

Taiwan Dollar Hits 14-Month Low on Greenback Gains, Dividends

Bloomberg 📅 07/09 15:05
The Taiwan dollar fell to its weakest level since April 2025, erasing gains from last year’s historic rally as dollar strength and record dividend payouts weighed on sentiment. The currency dropped as much as 0.6% to 32.210 per US dollar on Thursday. The move wiped out the sharp gains from May last year, when the currency soared by the most since the 1980s on easing trade tensions and upbeat tech ...

欧股集体高开

格隆汇 📅 07/09 15:05
格隆汇7月9日丨德国DAX指数开盘涨0.8%,英国富时指数涨0.4%,法国CAC指数涨0.7%。
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