Broadcom (NASDAQ:AVGO) is now being talked about in $200 billion increments. That figure represents forward AI opportunity framing, surfaced on the company’s Q2 FY2026 earnings call, when JPMorgan analyst Harlan Sur pressed CEO Hock Tan on an implied $200 billion-plus 18-month backlog covering the back half of 2026 through fiscal 2027. Tan did not push ... Broadcom’s $200 Billion AI Opportunity Is Drawing New Interest From Investors

The biggest fear surrounding artificial intelligence is that it will replace workers. Amazon and Blue Origin founder Jeff Bezos thinks it could do the opposite. Bezos pushed back against growing concerns over AI-driven job losses during a CNBC interview in...

Few stocks have run as hard as this one. Seagate Technology (NASDAQ:STX) is up 485.78% over the past year and 216.08% year to date, riding a hyperscaler storage cycle that has turned a legacy hard drive maker into one of the loudest AI infrastructure trades in the market. The question now is whether the setup ... Seagate’s 485% Run Isn’t Over and Our Target Proves It

The space economy is a popular investing topic right now, as Space Exploration Technologies completed its record-setting initial public offering. SpaceX stock remains a hot commodity, with the company sporting a market capitalization of more than $2 trillion. But while SpaceX is soaking up a lot of attention, several other companies are also playing important roles in building out the space economy. And while they're flying somewhat under the radar right now, I think AST SpaceMobile (NASDAQ: ASTS) , Intuitive Machines (NASDAQ: LUNR) , and Redwire (NYSE: RDW) have compelling cases to deliver big returns over the next decade. Image source: Getty Images. Continue reading

South Korea Falls Into Bear Market As Memory Euphoria Fizzles It started off with the usual morning rush by retail momentum chasers into the handful of massive, market-moving names ( read Samsung Electronics and SK Hynix ), but as has been the case over the past two weeks, the initial euphoria quickly reversed and the Kospi rolled over, closing down 5.4%, 9.99% over the past two days, and down 22% from the all time high of 9385 hit just over 2 weeks ago on Jun 18. ... officially entering a technical bear market as investors express growing concerns about the long-term prospects of the AI chipmakers that have driven a world-beating rally. To be sure, the Kospi is still the world’s top-performing major stock index this year, having returned more than 70% in local currency terms. but the momentum is clearly to the downside, and finding dip buyers who are willing to hold more than just a few minutes is becoming especially difficult. On Wednesday, the market’s two largest constituents, Samsung Electronics and SK Hynix, fell 6.3% and 5.7%, respectively. Shares of the two companies have surged as a result of demand for their memory chips, although attention is increasingly turning to cheaper Chinese-made memory alternatives made by such companies as CXMT (DRAM) and YMTC (NAND). Sure enough, sentiment has started to turn. Samsung’s shares tumbled as much as 10% on Tuesday, even though the company projected a third straight quarter of record operating profit. According to the FT , analysts attributed the recent declines to a lack of clarity on how South Korean chipmakers would enforce long-term agreements with customers over chip purchases, echoing a joke we first made just a few days ago. Expect a surge in AI tokens for contract breach research https://t.co/G1qolxhkVr — zerohedge (@zerohedge) July 1, 2026 US competitors such as Micron have shifted their business model to include longer-term purchasing agreements, but it remains unclear whether Samsung and SK Hynix have been...

Intel's blockbuster year is becoming even more notable.

Intel stock is currently trading at a level not seen even during the dot-com bubble Yahoo Finance

Stock Market Today: The Dow Jones index sold off Wednesday after Trump declared the ceasefire is "over." Micron and Sandisk reversed.

当地时间7月8日，伊朗最高领袖外事顾问韦拉亚提在社交媒体上表示，伊方此前已警告，“地区不是小国进行政治赌博的场所”。他表示，伊方多次证明，任何冒险行为都将遭到立即回应。韦拉亚提称，近期制造紧张局势的责任在于有关方面，其公开承认废除相关谅解协议，而该协议此前已多次遭到实际违反。他称，这一做法再次将地区局势推向危险边缘。美国总统特朗普8日在土耳其首都安卡拉参加北约峰会时说，他认为美国和伊朗达成的谅解备忘录“已终结”。特朗普在回答记者提问时说，他认为谅解备忘录“已终结”，会告知美方谈判人员。特朗普还表示，不想再同伊朗方面打交道。（央视新闻）

SIMO's cheaper valuation and strong growth potential make it a better investment option than INTC despite both firms' solid fundamentals.

Shares of Alibaba (NYSE:BABA) are up 9% to $106 and change in early Wednesday trading, leading a broad rally in Chinese internet and e-commerce names. Alibaba stock closed at $98.14 on Tuesday, and even after this morning’s pop the shares remain down 28% year to date. The move extends well beyond Alibaba. Baidu (NASDAQ:BIDU) shares ... Alibaba Surges 9% Ahead of Earnings, Baidu Gains 5% as Chinese E-Commerce and Tech Stocks Rally

格隆汇7月8日丨美国总统特朗普在北约峰会期间表示：“伊朗曾请求我不要在哈梅内伊葬礼期间对其发动袭击，我们答应了，但他们却袭击了沙特和卡塔尔的3艘船只。说实话，我们本可以在哈梅内伊葬礼期间杀死伊朗所有领导人，而且国防部长赫格塞思对这个想法也表示了赞赏。”

Ruth Ellis was hanged at London's Holloway Prison in 1955 after being convicted of murdering her lover David Blakely.

格隆汇7月8日丨据央视，截至今日（8日）18点，“巴威”已维持超强台风强度超过110小时，云系范围超1300公里，是个典型且少见的巨型台风，堪称台风里的“巨无霸”。从最新路径预报来看，“巴威”未来几天依然会维持在超强台风级别。截至今天17点，“巴威”位于台湾基隆市东南方向约1430公里的洋面上，中心附近最大风力有17级，强度为超强台风级。预计，“巴威”将以每小时15—20公里的速度向西偏北方向移动，强度变化不大，逐渐向台湾岛东北部沿海靠近。受其影响，台湾、浙江、福建将率先迎来强降雨；随着台风深入内陆，雨带还将继续北推，先后波及长江中下游，甚至跨过长江影响到华北、黄淮等地。

With Space Exploration Technologies (NASDAQ:SPCX) touching down on the Nasdaq 100, it’s no longer a wash when investors are choosing between the S&P 500 and Nasdaq 100. Undoubtedly, there’s a lot of overlap between the two indices, but the Nasdaq 100 takes the mega-cap tech exposure to another level entirely. With the S&P 500 holding ... SpaceX Could Tilt S&P 500 Investors Toward Nasdaq‑100

公募“去明星化”行至深水区。 又一个“百亿光环”熄灭。 不到半年时间，知名基金经理郑澄然三度卸任在管产品，最新在管规模定格78.07亿元，暂别百亿阵营。据第一财经了解，他目前并未有离职举动，此番连续调整仅为正常的工作减负与产品优化安排。 个体更迭的背后，是公募行业“去明星化”进程。数据显示，年内超230位基金经理离任，3000余只产品发生人事更迭。从张坤、刘彦春、葛兰等老牌顶流集体增聘减负，到新生代基金经理弯道超车、老牌百亿大佬位次滑落，曾经星光熠熠的百亿名单，正在经历残酷的“新陈代谢”。 在业内人士看来，在制度、市场、打法都在变化的背景下，公募行业正告别过往“单人扛百亿、赛道造顶流”的流量模式。随着老牌顶流缩量减负、赛道型选手批量掉队，取而代之的是新锐加速上位、共管模式接棒的新趋势。生态重塑之下，一场从“造星”到“造体系”的深层变革已然开启。 新旧顶流位次重排 据广发基金公告，郑澄然自7月7日起因“工作安排”离任执掌五年多的广发兴诚。这已经是这位昔日的“90后顶流”年内第三次卸任产品，此前3月、4月，他先后卸任了管理近四年的广发成长动力三年持有、广发新能源精选。 连续精减产品后，郑澄然在管产品缩减至5只，在管总规模降至78.07亿元，暂时离开了备受瞩目的“百亿基金经理”行列。不到半年，三度“减负”，也引发部分投资者对其离职的疑惑。第一财经核实确认，郑澄然目前并无离职计划。 一位明星基金经理的“退位”，只是公募百亿顶流大换血的冰山一角。近年来，公募行业正告别过往“单人扛百亿、赛道造顶流”的流量模式，眼下迎来一轮密集减负、增聘共管、基金经理更迭浪潮。 Wind数据显示，截至7月8日，年内基金经理离任人次达到230人，比去年同期增加近两成；同期出现基金经理变动的基金产品（仅计算初始基金，下同）数量已经超过3000只，同比增加15%。 例如张坤、刘彦春、葛兰等一众老牌百亿基金经理，纷纷为旗下产品增聘共管搭档，打破单一管理人操盘百亿级产品的旧模式。随着老牌顶流集体减负、赛道型选手批量缩水、资深经理清仓离任，曾经星光熠熠的百亿基金经理名单，正在以肉眼可见的速度大幅洗牌。 以主动权益产品规模占在管规模60%以上为筛选标准，第一财经根据Choice数据进行初步统计，目前管理规模超过100亿元的主动权益基金经理达到104人，虽然数量上与去年底的102位相差不大，但内部成员新旧交替、...

Key PointsSoFi is launching a range of new digital services as it rapidly expands.

AI 金融公司拟出售资产，剧情彻底反转；这家企业已向特朗普家族输送超 5 亿美元资金 2025 年时代广场大屏，埃里克・特朗普宣讲世界自由金融与 Alt5 Sigma 合作项目。 内容速览 AI 金融公司正洽谈向区块链企业Perpetuals.com出售旗下核心支付业务，交易对价最高 1500 万美元。 一年前，特朗普家族旗下加密货币企业斥资 7.5 亿美元收购这家小型支付公司控股权。这笔交易里，几乎所有投资方都出现亏损，唯有特朗普家族赚得盆满钵满。 据上市公司公告显示， 纳斯达克 上市企业 Alt5 Sigma 现已更名为 AI 金融（股票代码 AIFC，涨幅 0.54%），目前正与区块链公司Perpetuals.com（股票代码 PDC，跌幅 12.59%）洽谈出售核心业务。知情人士及企业文件显示，双方商议的交易总金额上限为 1500 万美元。交易条款尚未敲定，谈判过程中仍存在变数，也有可能最终谈崩、交易流产。 此番拟出售核心资产，彻底颠覆该公司此前发展定位。此前特朗普旗下加密平台世界自由金融（World Liberty Financial）一直将这家企业视为行业突围核心载体，计划依托美元稳定币搭建全球化支付业务。 然而现实截然相反，AI 金融主要作用沦为向特朗普家族输送资金，累计输送金额超 5 亿美元，上演投资者巨亏、总统家族套现获利的局面。上周特朗普总统披露，2025 年其加密相关业务收入超 14 亿美元，大量民主党人士随即发声谴责，指责其借总统身份牟利。 2025 年 8 月，世界自由金融使用自家发行加密货币，收购 AI 金融多数股权。随后这家支付公司又向外部投资者募资 7.5 亿美元，用于购入更多世界自由金融发行的 WLFI 代币。 一系列交易让 AI 金融手握巨额 WLFI 代币，该代币价格自此暴跌 70%，且部分代币仍处于锁仓期。参与募资的投资者所持 AI 金融股票跌幅超 90%，当前公司总市值仅 8000 万美元。 亏损全由投资方承担，收益尽数归入特朗普家族：世界自由金融出售 WLFI 代币所得资金中，75% 归属特朗普家族，仅 AI 金融的这笔采购就为其带来约 5.4 亿美元现金。特朗普申报文件显示，其通过 WLFI 代币销售获利 5.27 亿美元，但申报并未列明该笔收益对应的具体交易。 世界自由金融与 AI 金融发言人拒绝对本次资产出售谈判置评...

BlackJack3D Markets shifted lower on Wednesday as renewed pressure on mega-cap technology stocks reignited debate over whether artificial intelligence valuations have entered bubble territory. With the second half of the year underway, investors are increasingly questioning whether the rapid gains tied to AI leaders can be sustained. Analysts remain divided on the outlook, with some warning that excessive optimism has created bubble-like conditions, while others argue that strong fundamentals and earnings growth continue to support current valuations. Seeking Alpha analysts weigh in on both sides of the ongoing AI bubble debate. SA analyst Agar Capital stated: “Unlike the subprime bubble, the current AI buildout is still largely financed by highly profitable companies… My conclusion is simple: AI may be a “good bubble” for the long-term economy, but it can still become a bad trade for investors who buy the wrong stocks in the wrong sectors at the wrong price,” in AI Bubble: Good Bubble, Bad Trade . SA analyst Damir Tokic echoed: “In my view, the AI bubble burst is already underway as the AI business model is broken… AI capex is increasingly financed with debt, credit spreads are widening, and circular investing increases the risk of contagion,” in The BIS Warning: AI Bubble Burst, Credit Event, Inflation, Fiscal Problems . SA analyst JR Research said: “Semiconductor valuations have normalized, with multiples around 23x, indicating skepticism is already priced in and the AI bubble fears are overstated,” in Don't Let The Perma-Bears Fool You About The AI Bubble Implosion Again . SA analyst Deep Value Investing noted: “I still think the AI capex supercycle has legs in 2026, but I don't see this market as a long term, buy and hold. Far from that. Despite my high cash position, I still don’t think the bubble is anywhere close to its peak,” in The Most Obvious Bubble In History: Unlikely To Pop This Year . Market Tracking ETFs: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW )...

Here is how Advanced Energy Industries (AEIS) and Alphabet Inc. (GOOG) have performed compared to their sector so far this year.

格隆汇7月8日丨在对美伊停火协议感到担忧的情况下，迪拜股市领跌多数海湾主要市场。美国总统特朗普表示，在伊朗对霍尔木兹海峡的船只发动新一轮袭击之后，他认为他与伊朗的停火协议已经结束。XTB MENA市场分析师Milad Azar表示，阿联酋和卡塔尔股市的大幅下跌反映了对地缘政治风险的重新评估，而不是经济基本面的变化。他表示，不断升级的地区紧张局势促使投资者减少敞口，导致金融股和蓝筹股遭遇普遍抛售。迪拜金融市场综合指数下跌1.5%，卡塔尔QE指数下跌0.8%，阿布扎比基准指数下跌0.6%。

格隆汇7月8日丨在谈及美国针对伊朗的目标时，美国总统特朗普表示，目标就是实现伊朗“去核化”。他对伊朗谈判团队表示不满，指责该团队在闭门会谈内容的表述上“撒了谎”。“我甚至不知道我们最终是否会达成协议，也许我们会在没有协议的情况下直接采取行动——因为你知道吗？那样反而更简单，”特朗普说道，但他并未详述美国将如何通过谈判以外的手段实现这一目标。

Torsten Asmus Global government bond yields moved higher on Wednesday as renewed U.S.-Iran hostilities lifted oil prices, prompting investors to reassess the outlook for inflation and interest rates. The selloff in sovereign debt was broad-based. The U.S. 10-year ( US10Y ) Treasury yield rose to 4.58%, while Germany's 10-year Bund climbed to 3.07%, and the U.K.'s 10-year gilt advanced to 4.96%. Japan's 10-year government bond yield held near 2.87%, its highest level in decades, while yields in Australia, Canada, India, Brazil, and Russia also moved higher as investors priced in the risk of persistent inflation from higher energy costs. The repricing followed renewed military exchanges between the U.S. and Iran that reignited concerns over disruptions to oil shipments through the Strait of Hormuz, sending crude prices sharply higher and reversing expectations that easing energy costs would support a more dovish monetary policy outlook. U.S. President Donald Trump said the fragile truce between the U.S. and Iran was over after renewed strikes. Markets have also become increasingly hawkish on the Federal Reserve. A chart showed fed funds futures now implying about 46 basis points of cumulative rate hikes through next May, with the implied policy rate rising from 3.63% this month to just over 4.0% by May before easing slightly thereafter. Here is the chart posted by Mike Zaccardi: Fed funds Prediction markets are echoing that shift. Kalshi traders assigned a 56% probability that the Fed delivers another rate hike before the end of 2027. The implied odds rise to 61% before July 2027 and 74% before 2028, underscoring growing expectations that U.S. interest rates could remain higher for longer. Investors now turn to the release of the Federal Reserve's June meeting minutes for further clues on how policymakers are balancing renewed geopolitical risks against the inflation outlook. More on bonds Stock Dispersion Jumps As The Equity Rally Broadens 6-Month Treasury Yield Rise...

格隆汇7月8日｜美股旅游板块盘初走低，因美国与伊朗紧张局势加剧，油价飙升。美国联合航空下跌3.5%，西南航空下跌2.1%，嘉年华邮轮下跌3.1%，皇家加勒比邮轮下跌1.1%，挪威邮轮下跌1.9%，达美航空下跌2.7%。

美伊局势骤然升级。据 新华社 ，美国总统特朗普7月8日在土耳其参加北约峰会期间说，美军“今晚很可能再次狠狠打击伊朗”。 特朗普称，美军昨夜已对伊朗实施沉重打击。他表示，问题核心在于核武器，而非政权更迭。他坦言，不确定能否达成协议，美方可能在无协议情况下单独行动。目前伊朗已遭重创。美方未攻击最高层级目标（如桥梁），但必要时将升级打击，或接管哈尔克岛，也不排除打击海水淡化厂。特朗普还表示，可能重新封锁霍尔木兹海峡，封锁仅针对伊朗。 伊朗方面称，将对冒险行为做出“立即回应”。 更多消息，持续更新中 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

相比一季度仅提“供强需弱和外部冲击”，二季度例会对内部结构性矛盾的关注加深。 中国人民银行货币政策委员会2026年第二季度例会于7月4日召开。与一季度例会内容相比，对外部环境的定性从“变化影响”升级为“更加复杂多变”，并指出国内经济面临“供强需弱、结构分化、外部冲击”三重挑战。 二季度例会分析了国内外经济金融形势，认为当前外部环境更加复杂多变，世界经济增长动能疲弱，地缘冲突和经贸摩擦多发频发，主要经济体经济表现分化，通胀走势和货币政策调整存在不确定性。我国经济运行总体平稳、向新向优，高质量发展取得新成效，但仍面临供强需弱、结构分化、外部冲击等问题和挑战。 招联首席经济学家董希淼认为，相比一季度仅提“供强需弱和外部冲击”，二季度例会对内部结构性矛盾的关注加深。宏观经济正呈现“K型分化”格局，下半年或将延续“修复巩固、动能偏弱”态势，仍需逆周期、跨周期政策托举。 中信证券首席经济学家明明认为，中国的“K型分化”源于新旧动能转换，新质生产力部门扩张与传统经济部门深度调整并行。私人部门资产负债表衰退和地方财税体制偏好生产投资，加剧了分化。“中国微观私人部门正经历资产负债表衰退，这是经济内生动力不足的深层原因。过去房地产繁荣使居民财富深度绑定房产，民营企业信用扩张高度依赖房地产抵押。随着房价理性回归和市场深度调整，私人部门资产缩水，负债却刚性存在，微观主体将目标从利润最大化转为负债最小化，预防性储蓄意愿极高，导致有效需求持续受压。”明明分析称。 政策表述方面，二季度例会更加强调“增量与存量政策的集成效应”，新增“增强前瞻性、灵活性、针对性”及“把握政策力度、节奏和时机”等表述。董希淼表示，这也凸显了从总量宽松向精准调控的战略升级。 谈及下阶段货币政策主要思路，二季度例会建议发挥增量政策和存量政策集成效应，增强政策前瞻性灵活性针对性，根据国内外经济金融形势和金融市场运行情况，把握好政策实施的力度、节奏和时机。保持流动性充裕，使社会融资规模、货币供应量增长同经济增长、价格总水平预期目标相匹配。 明明认为，短期内，需要货币政策与财政政策的协同支持。单纯总量宽松难以撬动私人部门加杠杆意愿，需结构精准滴灌与财政金融协同。长期破局的支点，在于体制改革与全要素生产率提升。 董希淼认为，总体看，货币政策更加注重适度宽松框架下的精细化操作，在保持流动性充裕和信用扩张的同时，更加注重政策传导效率...

格隆汇7月8日｜美股存储股盘初拉升，其中，西部数据涨超4%，闪迪涨超3%，Rambus、希捷科技涨超2%，慧荣科技涨近2%，美光科技涨幅在1%以内。

$100 billion. That is the size of the fresh share buyback authorization Apple’s board approved alongside its fiscal Q2 2026 earnings, disclosed in the company’s 8-K filed April 30, 2026. This announcement represents a reload of the existing program. Apple (NASDAQ:AAPL) has now returned over $1 trillion to shareholders since the program began, of which ... Apple’s $100 Billion Buyback Machine Keeps Wall Street Watching

美国总统特朗普8日在土耳其参加北约峰会期间说，他对伊朗很不高兴，美军“今晚可能”再次狠狠打击伊朗，还可能会对伊朗重新实施海上封锁。 特朗普说：“我们昨晚狠狠打击了他们，非常、非常狠。我们今晚可能还会再次狠狠打击他们。我会给他们一点警告。我们今晚会狠狠地打他们。走着瞧吧，看结果将如何。”(新华社)

格隆汇7月8日丨美国总统特朗普：（谈及伊朗）未来可能会有一次大规模打击行动。伊朗人全都是疯子，早在47年前就该被消灭。