Veteran energy analyst Paul Sankey, president of Sankey Research, said in a July 9, 2026, CNBC interview that he believes crude oil is no longer the biggest constraint on the energy system. Instead, the real bottleneck sits in U.S. refining capacity, where limited supply continues to keep gasoline prices elevated even as crude prices remain well below ... Veteran Energy Analyst: “Crude Oil Is Not the Problem.” Here’s What’s Keeping Gas Prices High.

Artificial intelligence may be the biggest technology race in the world, but SandboxAQ CEO Jack Hidary believes the United States is still investing with the wrong playbook. Speaking on CNBC on Thursday, July 9, Hidary argued that America should treat strategic technologies the way countries like Norway manage national wealth by making long-term investments in ... SandboxAQ CEO: “It’s Time That America Really Has a Sovereign Wealth Fund.” Why America Should Copy Norway’s $2 Trillion Fund

The memo from the Smithsonian's secretary, Lonnie Bunch, responded to a White House report that calls the National Museum of American History driven by "a radical, activist ideology." (Image credit: J. Scott Applewhite)

The task forces will study Fed communications, the balance sheet, economic data usage, productivity and jobs, and inflation.

Meta Platforms周四发布新一代AI模型Muse Spark 1.1，这是公司迄今为止在智能体任务和编程领域能力最强的模型。扎克伯格本人时隔近三年重返X平台宣布这一消息，凸显此次发布的战略分量。 Muse Spark 1.1是一款多模态推理模型，在工具调用、电脑操作、编程和多模态理解等方面均有显著提升。模型支持100万token上下文窗口，可在多智能体系统中担任主智能体协调任务，或作为子智能体执行专项工作。据扎克伯格透露，Muse Spark 1.1在智能体能力、编程和多模态等多个测试项目中，成绩已超越 谷歌 的Gemini模型。 商业化落地是此次发布的另一重点。Meta正式向开发者开放Meta Model API，美国开发者可通过公开预览版调用Muse Spark 1.1。API定价为每百万输入Token收费1.25美元，每百万输出Token收费4.25美元，约为OpenAI和Anthropic同类顶级模型官方价格的四分之一。注册开发者还可获20美元免费额度用于体验。这标志着Meta首次为AI模型设立付费商业模式。 过去一年来，Meta对AI战略进行了重大调整。2025年春季一次模型发布表现不及预期后，扎克伯格亲自介入重建AI团队，聘请Scale AI创始人Alexandr Wang负责新成立的Meta Superintelligence Labs，并进行多轮裁员及组织重组。公司战略也从开源向优先开发可收费的闭源模型转变。 值得关注的是，Meta近期同步推出Muse Image图像生成模型和Muse Video视频生成模型预览版，后者已进入文生视频排行榜第一梯队。扎克伯格表示，Meta正通过激进定价策略和AI能力全面布局，加速追赶行业领先者。 责任编辑：张俊 SF065

A number of stocks jumped in the afternoon session after semiconductor stocks rebounded amid dip buying following a recent selloff, as reports revealed that China may ease restrictions on advanced Nvidia AI chip imports.

以色列媒体：美国一名高级官员称，美军过去数小时内未在伊朗实施任何打击行动。（新浪财经）

Rackspace Technology（ 纳斯达克 代码：RXT）周四股价重挫逾30%，公司宣布下调2026财年业绩指引，并启动2.5亿美元股票发行计划，此举盖过了同日宣布的与Palantir扩大AI合作的利好消息。 根据最新财务展望，Rackspace将2026年全年营收预期从此前的26亿至27亿美元下调至24.5亿至25.5亿美元，低于市场普遍预期的26.5亿美元；调整后EBITDA指引也下调2000万美元。公司将此归因于供应端限制、行业趋势变化以及资源优先级的重新调配。第二季度初步营收预计为6.41亿至6.49亿美元，同样不及分析师预期的6.57亿美元。 尽管短期业绩承压，Rackspace仍将AI视为核心增长引擎。公司计划到2027年底部署15兆瓦企业AI算力容量，到2028年扩展至30兆瓦，预计全面投产后可实现年化营收4.5亿至6亿美元，调整后EBITDA利润率超过50%。此外，Rackspace与Palantir签署了扩大合作协议，被指定为受监管和主权市场领域的优先合作伙伴，将共同部署Palantir Foundry和AIP平台，目标客户涵盖医疗、金融服务、能源等行业。 然而，2.5亿美元的股票增发计划令市场对现有股东权益稀释感到担忧。尽管Rackspace表示此次融资将用于加速企业AI战略落地，但投资者短期内更关注业绩下修和融资带来的压力，导致股价大幅走低，年初至今的强劲涨势暂遇挫折。 责任编辑：张俊 SF065

Instacart (NASDAQ:CART) is seeing early signs that price parity, in which grocers charge the same prices online as in-store, could become a meaningful growth lever, according to a new Jefferies survey of US grocery delivery users. The firm reiterated its Buy rating on the stock and raised its...

Zachary Griffiths, head of US IG & macro strategy at CreditSights, joins Katie Greifeld on "Bloomberg Real Yield." Amazon borrowed $25 billion in an eight-part offering that garnered about $62 billion in peak investor demand, about half the orders it attracted for its prior $37 billion deal in March. The offering is heaping pressure on the broader tech space, with the sector among the worst performers in the US high-grade secondary market. (Source: Bloomberg)

【有線新聞】溫布頓網球公開賽，諾絲高娃直落兩盤擊敗高絲杜克，決賽鬥慕霍娃，兩位捷克球手爭女單冠軍。 戴帽的諾絲高娃發球後上網截擊，輕鬆得分。成功執行賽前目標，專注保發，首盤發球局的確無危機。接發球回板直線，第10局就破發，6比4先下一城。上月底柏林公開賽奪得冠軍，加上溫網連過6關，連同這場，諾絲高娃贏了今季並列最多，11場草地賽。 高絲杜克近況也不差，對上23場贏了22次，第二盤落後至1比3，終於做出今場首次破發，衝上網回一板貼著邊線，正手再殺一板，一度追至3平手。雙方都首次打入大滿貫四強，關鍵時間，諾絲高娃又發力，高絲杜克只救首個決勝分。諾絲高娃再次第10局破發，鎖定勝局，贏多盤6比4，直落兩盤過關，會跟捷克同胞慕霍娃爭冠軍。

格隆汇7月10日｜据CNN：美国官员称，美方过去一小时内未对伊朗发动新一轮袭击。

Jeff Bezos spent a quarter-century building Blue Origin with his own money. Now, outside investors are finally getting a chance to get a seat at the table. During a recent TBPN discussion, John Coogan broke down Blue Origin’s reported $10 billion fundraising round at a $130 billion valuation, which is the company’s first external capital ... TBPN’s John Coogan: “People Can’t Really Complain.” Here’s Why Blue Origin Is Worth $130 Billion.

Meta's new Muse Spark 1.1. will go up against similar products offered by Anthropic and OpenAI.

It is not known whether Meghan will still visit the UK for any private visits, following reports she may be coming with the children.

德国历史最悠久的发动机制造商道依茨公司（Deutz）宣布，已与军用车辆制造商FFG达成收购协议，交易总额约16亿欧元。这是道依茨成立160余年来规模最大的一笔收购。 根据协议，收购价款将以现金和股票混合方式支付。其中现金部分约10亿欧元通过银行债务融资完成，股票部分约6亿欧元通过向FFG现有股东家族发行新股支付。交易完成后，FFG股东家族将持有道依茨约29.9%的股份，成为公司的长期锚定股东。 FFG总部位于德国弗伦斯堡，是欧洲领先的军用地面和特种车辆供应商，拥有超过1100名员工。公司主要生产、维护和现代化轮式和履带式军用车辆，产品涵盖装甲抢救车、步兵战车、装甲运兵车等。其客户包括德国联邦国防军、北约成员国及乌克兰武装力量。2025财年，FFG实现营收约7.6亿欧元，订单积压量远超当前年营收数倍。 交易完成后，FFG将作为道依茨国防业务部门的新核心，同时保持运营独立性。道依茨CEO Sebastian Schulte表示，合并后道依茨将成为德国领先的军用车辆、动力系统和能源解决方案系统供应商，共同履行欧洲安全和未来韧性的责任。 本次收购将显著加速道依茨的盈利增长。公司此前设定的2030年战略目标为营收40亿欧元、EBIT利润率10%，通过此次收购预计将提前达成。交易需经道依茨股东在8月24日临时股东大会批准，并获监管机构许可，预计将于2026年底或2027年第一季度完成交割。 责任编辑：张俊 SF065

Key PointsInvesco Aerospace & Defense ETF carries a lower expense ratio and significantly higher assets under management than ARK Space & Defense Innovation ETF

Jack Smith's Team Exposed Classified Materials, Senator Finds Authored by Zachary Stieber via The Epoch Times, Prosecutors with the office of former special counsel Jack Smith left classified materials unsecured and provided materials to at least one person without confirming that person needed to see them, a senator said on July 8. A set of messages from Smith’s team showed that in 2024, the team left a facility designated for the review of sensitive information open overnight, and potentially longer. “Who opened the [facility] yesterday?” one member of the team asked in a message. “No one opened it yesterday because no one closed it the day before,” another member replied. A second set of messages from 2024 outlined how the team provided classified materials to an unidentified person despite not having confirmation that the person needed to see the materials. The incidents took place as Smith’s team, which was part of the Department of Justice (DOJ), was prosecuting then-presidential candidate and former President Donald Trump for allegedly mishandling classified materials during his first term as president. “Talk about the pot calling the kettle black,” Grassley said in a statement. “According to these messages, Biden DOJ personnel may have committed the very offense for which Jack Smith was prosecuting President Trump. These records expose yet another double standard of justice.” Grassley also wrote in a post on X that the messages “indicate hypocritical [and] careless behavior” and “merit further investigation.” He pointed to how some former officials, such as former Secretary of State Hillary Clinton, mishandled classified information but were not charged. Grassley asked Todd Blanche, the acting attorney general, for more records, including whether the facility that was left unlocked contained any material that was part of Smith’s prosecution of Trump, and whether the DOJ investigated Smith’s team for giving classified information without the need-to-know conf...

Linda Noskova defeats Marta Kostyuk in straight sets in the women's singles semi-final, to set up a meeting with Karolina Muchova for the 2026 Wimbledon title.

Volkswagen AG ’s management said it plans to cut the carmaker’s sprawling model lineup by as much as half, a limited savings push after a supervisory board meeting that stopped short of agreeing on deeper workforce reductions. The proposals follow a showdown at Thursday’s supervisory board meeting, where Chief Executive Officer Oliver Blume had planned to push for doubling job cuts to 100,000 and closing four plants in Germany. Details of the potential measures had leaked through ahead of the meeting, irking VW’s powerful labor representatives. VW’s ongoing efforts to cut jobs and capacity weren’t enough “in the current economic and political environment,” Chief Financial Officer Arno Antlitz said late Thursday in a statement. The decision follows weeks of tension with labor leaders and politicians over proposals to eliminate more jobs, shutter sites and carve out the VW brand, according to people familiar with the discussions. Early indications from the labor side, which holds half the supervisory board seats, didn’t indicate any easing in the impasse. “Enough is enough, this is the last straw,” said Daniela Cavallo , the top labor representative, said in statement, delivering an ultimatum for Blume to address workers by Friday or face extraordinary works meetings across Volkswagen after the summer break. Volkswagen’s 2024 pact with workers already calls for more than 35,000 reductions at the VW brand in Germany by 2030, but management has argued that worsening conditions in China, Europe and the US mean those savings are no longer enough. Any restructuring at Volkswagen is difficult because of the company’s complex governance, where labor representatives hold half the seats on the supervisory board and the state of Lower Saxony has significant influence.

Twenty-two points, 18 minutes, one winner - how Karolina Muchova and Coco Gauff's "rollercoaster" semi-final was decided by an astonishing tie-break.

据巴勒斯坦通讯社9日报道，巴总统阿巴斯9日发布总统令，定于今年11月28日举行巴勒斯坦立法委员会选举，而总统选举将于2027年第一季度举行，具体日期另行宣布。 报道称，该总统令呼吁东耶路撒冷、约旦河西岸和加沙地带的巴勒斯坦公民参加立法委员会选举，以选出巴勒斯坦立法委员会成员。 巴勒斯坦上次立法委员会选举于2006年举行，巴勒斯坦伊斯兰抵抗运动（哈马斯）在选举中击败阿巴斯领导的巴勒斯坦民族解放运动（法塔赫），获得多数席位。2007年，法塔赫与哈马斯爆发冲突，后续选举屡遭推迟。(新华社)

德勤最新发布的2026年美国返校季消费调查显示，面对持续的经济不确定性，美国家庭正普遍收紧开支。年收入超过20万美元的高收入家庭计划较2025年削减20%的返校购物支出，而整体K-12学生人均支出预计为557美元，经通胀调整后同比下降约6%。 调查揭示了显著的消费分化。年收入低于10万美元的家庭预计支出将有所增加，主要驱动因素是商品价格上涨；而年收入在10万至20万美元之间的家庭计划削减9%的开支，年收入超过20万美元的家庭则以20%的降幅领跌，其中63%的受访者表示可用资金减少。这一现象对零售业构成警示，高端消费群体一直是零售商在低收入群体消费萎缩时的重要支撑。 在品类选择上，服装配饰支出预计增长22%至每名儿童平均323美元，科技产品支出则大幅下降16%至417美元，家庭正将预算从笔记本电脑、平板等高价电子设备向日常穿着转移。与此同时，57%的受访家长预期未来半年经济将恶化，该比例创下2020年以来新高。 面对压力，约31%的家长被归类为超值寻求者，通过切换品牌、批量采购、使用返现网站等四种以上策略实现精明消费，这一群体反而计划比普通家庭多花14%。零售商已开始积极应对，Kohl‘s推出数千款25美元以下商品，Dollar General提供70多款1美元及以下产品， 沃尔玛 和山姆会员店则对数千种商品降价促销。 责任编辑：张俊 SF065

Alibaba Group Holding (BABA) stock surged in premarket trading on Wednesday after a wave of good news landed at once. Just days earlier, Alibaba and Anthropic were trading accusations, not compliments, in a dispute over stolen AI technology and hidden tracking code. The rally proves those two ...

(RTTNews) - After moving sharply lower over the past two sessions, treasuries regained some ground during trading on Thursday.

Jonathan Kitchen Mercor, which specializes in training artificial intelligence models with specialized data, is in talks to raise new funding at a $20B valuation, Bloomberg reported . Mercor last raised $350M in a Series C funding round that valued the firm at $10B. Mercor counts OpenAI ( OPENAI ), Anthropic ( ANTHRO ), and Meta Platforms ( META ) as customers. Mercor did not immediately respond to a request for comment from Seeking Alpha. More on AI companies Meta: Don't Believe The Naysayers That It Has Overbuilt Its Compute Meta: This Stock Is Heating Up Again As Capex Cycle Nears Its Peak Meta Platforms: The Most Obvious Buy This Year Meta explores options to monetize AI infrastructure Meta introduces new Muse Spark 1.1 AI model as Zuckerberg ratchets up competition

A number of stocks jumped in the afternoon session after semiconductor stocks rebounded amid dip buying following a recent selloff, as reports revealed that China may ease restrictions on advanced Nvidia AI chip imports.