格隆汇7月8日｜美国参议院少数党领袖舒默：特朗普今天在北约峰会上语无伦次、精神错乱，让我们的国家在世界舞台上蒙羞。他充当普京的传声筒、破坏与盟友的关系、为战争摇旗呐喊——这就是特朗普对我们国家的愿景。今年11月，美国人将有机会让我们走上一条截然不同的道路。

While Tesla is just beginning to experience the civil fallout from the fatal crash in a Houston, Texas, suburb last month, the driver of the vehicle is now facing legal consequences for his role. The Model 3 of Michael David Butler, 44, crashed into a home, killing a 76-year-old woman. Footage of ...

Bank of America Affirms Why NVIDIA Corp. (NVDA) is a Top AI Stock on Wall Street Radar Insider Monkey

江西欧菲光学微纳器件有限公司正式成立。股权信息显示，该公司由欧菲光集团股份有限公司持股99.5%，江西欧菲光学有限公司持股0.5%。从经营范围看，新公司业务涉及光电子器件、多通道光纤阵列、光学玻璃、光通信及通信设备相关光电子系统的研发、制造与销售，同时覆盖电子专用材料及新材料技术研发等领域。其业务方向指向光模块及光互联应用中的光无源器件环节。

Revenue and Growth Outlook Affirm Why Taiwan Semiconductor Manufacturing Co. (TSM) is a Top AI Stock on Wall Street’s Radar Yahoo Finance

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is one of the AI stocks on Wall Street’s radar. On July 6, Citi reiterated that Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is well-positioned to raise its 2026 revenue growth outlook and long-term growth targets. The research firm has already reiterated a Buy rating on the stock and raised the price […]

Is Meta Platforms, Inc. (META) A Top AI Stock on Wall Street’s Radar? Yahoo Finance UK

Meta Platforms, Inc. (NASDAQ:META) is one of the AI stocks on Wall Street’s radar. On July 2, Meta Platforms, Inc. (NASDAQ:META) chief executive officer Mark Zuckerberg acknowledged that the company’s AI agents have not progressed as quickly as expected. Likewise, the company’s bet on the new structure has not borne fruit. The remarks come as […]

Is Meta Platforms, Inc. (META) A Top AI Stock on Wall Street’s Radar? Yahoo Finance

苹果首款折叠机产品或因产品组装复杂、良率较低等原因延期发售。记者就此采访多位果链企业人士获悉，苹果折叠机产品方案早已确定，目前相关企业已进入生产旺季，产品正常量产中。多位受访人士表示，9月交付应该“没问题”，对于产品发售延期传闻，则表示“没听说”。同时，市场期待已久的液态金属铰链或也将缺席首代苹果折叠机。多位受访业内人士称，首代苹果折叠机并未采用液态金属铰链方案。网传的苹果折叠机液态金属铰链主轴供应商宜安科技证券部人士也向以投资者身份致电的记者表示，“目前还未收到相关订单。”（财联社）

Source: Bloomberg, 0:00

格隆汇7月8日｜德国DAX30指数跌2.30%，英国富时100指数跌1.75%，法国CAC40指数跌2.18%，欧洲斯托克50指数跌1.84%，西班牙IBEX35指数跌2.76%，意大利富时MIB指数跌1.23%。

当地时间8日，西班牙首相桑切斯在土耳其参加北约峰会期间表示，西班牙和美国的关系基础稳固，希望维持当前经贸与外交往来的稳定。此外，西班牙首相府也发表声明称：“我们与美国保持着良好的关系，我们无意改变这种关系。”美国总统特朗普8日表示，他要求财政部长贝森特切断美国与西班牙的所有贸易往来。特朗普还表示，西班牙是北约内的“糟糕盟友”。此前，特朗普多次批评西班牙在北约事务中“没有承担应尽责任”，还称西班牙不支持美国打击伊朗，他打算切断与西班牙的所有贸易往来。（央视新闻）

Egypt have alleged bias in favour of Argentina and favouritism towards their star player, Lionel Messi. Is this fair?

Broadcom Stock: The 1 Number That Could Tell You a Market Turn Is Coming 24/7 Wall St.

On The AI Investor Podcast, one point kept resurfacing when the panel discussed index concentration risk: “Nvidia is 8.5% of the NASDAQ, but it’s expected to contribute 37% of next year’s profits for the entire index. Nvidia, Micron, Broadcom combined, they’re just a little under half of all the profit contributions to the NASDAQ index ... Broadcom Stock: The 1 Number That Could Tell You a Market Turn Is Coming

交易员增加对欧洲央行加息押注，预计年底前将进行两次25基点的加息。

Canada’s biggest bank stocks are running out of runway as valuations have fully priced in future growth, according to analysts with Jefferies Securities Inc. Canadian lenders currently trade at an average of 15.3 times their projected earnings over the next 12 months, 50% above the historical average, analyst John Aiken wrote in a Wednesday note. The ratio eclipses the previous high of 13.5 seen in February 2006. Banks jumped 66% in the year ended June 30 — led by Toronto-Dominion Bank ’s 72% gain — more than double the S&P/TSX Composite’s 30% rise. Aiken doesn’t see the stocks plunging imminently, but said the current rally can’t last. “In our view, the Canadian banks are overvaluing future growth and potential upside,” he wrote. “Although near-term growth is currently attractive, we believe these levels are unsustainable in perpetuity, and valuation should eventually revert to historical mean.” The S&P/TSX Composite Banks subindex was down 2.6% shortly before 11:30 a.m. in Toronto — the biggest intraday drop since April 2025 — amid a broader selloff in North American equities. Other metrics point to the historic nature of the banks’ run-up. The banks subindex rose 114% between June 2024 and June 2026, its strongest two-year run between those months since the group gained 145% between 1996 and 1998. The sector’s price-to-book ratio has jumped to a heady 2.6 times from about 1.6 times a year ago, according to data compiled by Bloomberg. Read More: Canada Inc. Ready for a Blockbuster Summer: Bay Street Edition Even if the banks meet expectations for earnings per share growth, Aiken said, current valuations imply most bank shares would need to fall about 20% to 30% over the next 12 months to match historical levels, assuming estimates are unchanged. The six biggest Canadian banks beat earnings estimates in the second quarter thanks to soaring capital markets profits, with net income growing by 27% on average. Ahead of third-quarter results, analysts have expressed con...

格隆汇7月8日｜市场定价显示，预计欧洲央行年底前将加息两次，每次25个基点。市场还加大了对英国央行的加息押注，预计年底前将加息两次，每次25个基点。

$9.3B Japan Factory Expansion Assert Micron Technology Inc. (MU) as a Top AI Stock on Wall Street Radar Yahoo Finance

Micron Technology Inc. (NASDAQ:MU) is one of the AI stocks on Wall Street’s radar. On July 4, Bloomberg reported that Micron has broken ground on the expansion of a factory in Western Japan. The $9.3 billion investment is part of the company’s push to expand capacity for advanced memory chip production. Japan’s Ministry of Economy, […]

NVIDIA Corp. (NASDAQ:NVDA) is a top AI stock on Wall Street’s radar. On July 6, Bank of America touted NVIDIA Corp (NASDAQ:NVDA) as one of the stocks poised for a rally after the recent reset. According to the research firm, the recent pullback aligns perfectly with historically weak seasonal patterns in the sector. Consequently, it […]

Bank of America Affirms Why NVIDIA Corp. (NVDA) is a Top AI Stock on Wall Street Radar Yahoo Finance

Microsoft (MSFT) Unifies Copilot Strategy to Challenge ChatGPT and Claude Yahoo Finance

Microsoft Corp (NASDAQ:MSFT) is a top AI stock on Wall Street’s radar. On July 6, Wolfe Research cut its price target on Microsoft Corp (NASDAQ:MSFT) to $525 from $570, citing surging memory costs that lifted its FY27 capex forecast to $270 billion from $230 billion, while maintaining an Outperform rating. Analyst Alex Zukin noted Micron’s […]

Leslie Vinjamuri, the President and CEO of the Chicago Council on Global Affairs joined Bloomberg Open Interest to explain why President Trump's latest Iran threats are aimed at gaining negotiating leverage rather than launching a full-scale war. She also breaks down NATO's strategy for managing Trump, why Europe is adapting its approach, and why the risk of escalation. and its impact on oil markets and the global economy, remains dangerously high. (Source: Bloomberg)

格隆汇7月8日｜沪银主力合约持续下挫，现报14002元/千克，跌幅扩大至5.62%。

The narrative around artificial intelligence has shifted several times over the past year. Investors have worried about stretched valuations, slowing cloud spending, and whether businesses will generate enough return on their investment to justify the billions pouring into AI infrastructure. Yet the latest long-term forecasts suggest the investment cycle is still in its early innings. ... Wall Street Thinks AI Is Slowing. Wall Street Is Wrong

核心要点 考克斯汽车咨询公司数据显示，受伊朗局势、美国高油价双重因素刺激，纯电二手车需求暴涨，售价同步走高。 美瀚电动车二手车价值指数（跟踪全美批发拍卖二手车成交价）6 月同比大涨 12%；燃油车同期仅上涨 1.7%。 二手电动车市场走势与全新电动车截然相反，多家车企披露二季度新车销量大幅下滑。 2026 年 7 月 2 日加州南帕萨迪纳，多台特斯拉电动车在超级充电站补能。尽管特斯拉交付数据亮眼，当日该股收盘大跌 7.5%。 考克斯汽车咨询表示，伊朗战事叠加美国汽油价格居高不下，市场对二手纯电动车需求激增，带动二手车售价持续上涨。 该机构周三发布数据：旗下美瀚二手车批发价格指数中，电动车分项 6 月同比上涨 12%；同期燃油二手车批发价仅同比上涨 1.7%。 美瀚数据显示，今年电动车批发价逐月走高，均价累计上涨 11.5%，当前约 30400 美元；燃油二手车全年均价涨幅不足 1%，均价 19125 美元。 考克斯旗下凯利蓝皮书统计，5 月二手电动车零售挂牌均价达 37083 美元，终端零售价走势通常跟随批发价格变动。 美瀚公告称：“电动车行情持续走强，而 SUV、皮卡价格同比走弱。” 考克斯数据显示，5 月二手电动车零售销量 42923 台，环比上涨 5.5%、同比大涨 24.7%，二手电动车市场份额稳定在 2.8%。其中 特斯拉 车型以 15353 台销量领跑，现代、雪佛兰、福特、 BMW YY> 宝马 纯电车型紧随其后。 考克斯汽车高级总监乔纳森・格雷戈里称，今年下半年大量租期到期电动车将流入市场，汽油价格走势将持续左右二手车行情。 三年前各大车企大力推出电动车租赁方案，年底前会有大批租赁期满二手电动车涌入流通市场。 格雷戈里表示：“我们重点关注下半年租赁到期车辆集中入市的风险，即便整体二手电动车价格保持坚挺，细分车型仍会承压。汽油价格是关键变量：若油价持续回落，叠加二手车供给增加，电动车购买需求或将降温。” 美国汽车协会（AAA）数据，全美汽油均价较去年同期上涨约 21%，达每加仑 3.8 美元。油价虽较前期高点有所回落，但伊朗战事升级推动周三原油价格再度飙升。 二手电动车需求旺盛、价格上行，与全新电动车市场形成鲜明反差。多家车企财报显示，二季度全新电动车销量大幅下滑。 一方面各大车企削减数十亿美元电动车新增投入，另一方面去年同期基数偏高导致同比承压。去年二...

Tencent's 10-year Indonesia agreement supports its 2030 carbon neutrality goal as Google also expands carbon removal purchases.