（来源：TradingView） 昨夜今晨，近几天命途多舛的软件板块和加密货币再度迎来新一轮的下挫。疲软的美国就业数据也令过去几天的"板块轮动"戛然而止，抛售范围扩大到整个 市场。 截至收盘，标普500指数跌1.23%，报6798.4点；纳斯达克综合指数跌1.59%，报22540.59点，也是自去年4月以来最严重的三日抛售；道琼斯工业平均指数跌 1.2%，报48908.72点。比特币盘中跌破6.4万美元，近半年缩水近一半；现货白银也出现了单日下跌近20%的状况。 前几个交易日，美股的下跌局限在AI和软件相关的板块，周四抛售范围进一步扩大。标普500成分股中有318只个股下跌，部分原因在于最新劳动力市场数 据疲软。其中美国12月职位空缺意外下降至2020年以来的最低水平。挑战者裁员人数创下自2009年衰退最严重时期以来的1月最高纪录。 安联首席经济顾问Mohamed El-Erian表示："值得注意的是，这些裁员发生在GDP仍以约 4%速度增长的情况下，加速了就业与经济增长的脱钩——如果这一 现象持续下去，将产生深远的经济、政治和社会影响。" 周四收盘后，标普500指数又一次踩在100日均线上。令市场感到焦心的 ...

AI has a PR problem. As companies bet big on AI’s development—from Google saying it will double its capital expenditure to Meta’s bet on AI acceleration in 2026—Americans have soured on the technology. While most say they’ve used AI, more have grown wary: 50% say they’re more concerned than excited about the technology, according to recent Pew research. That’s up from 37% in 2021. And just 10% say they are more excited than wary about the technology. Now, some tech companies are leveraging the art of stor ...

I am currently a finance student at York University, where I’m building a strong foundation in financial markets and investment strategies. My passion for it drives me to continuously learn and improve. Writing for Seeking Alpha allows me to share my journey, insights, and analyses with a broader audience. My motivation is to engage with the investing community, contribute valuable content, and refine my strategies as I grow as an investor. I’m excited to share my experiences and help others along the way.A ...

Marc Armengol, who currently serves as the CEO of TSB, will take over from Cesar Gonzalez-Bueno, who is widely credited for his work fending off a hostile takeover bid by larger rival BBVA. ...

I last covered Meta ( META ) following its Q3 FY25 earnings release back in November, and since then the stock is up nearly 17% compared to the S&P 500's gain of just 4%.Hello and welcome to my Seeking Alpha page. My name is Jack Elias, and I am a student at Arizona State University with a strong interest in technology and financial markets. I primarily focus on analyzing tech companies, specifically those involved in the AI infrastructure build out, cloud computing, and overall digital transformation. My p ...

Well, you yeah, you you said I mean we were talking earlier as well in our show. It's insane. I mean, it's like a nation state masquerading as a company at this point.But that said, I did go back and look at sort of the capex spent for the oil companies in 2013 or the telecom companies in 2000 and as a percent of income or revenues, however you want to slice it. This number doesn't come in as an outlier. It's sort of right in line with what we saw at peak spending in those cycles as well, Brent.Yeah, I'm no ...

Retirement is complicated, and you only get one chance to do it right. Don't miss out because you didn't know what was out there.The Retirement Forum provides actionable ideals, a high-yield safe retirement portfolio, and macroeconomic outlooks, all to help you maximize your capital and your income. We search the entire market to help you maximize returns.The Value Portfolio specializes in building retirement portfolios and utilizes a fact-based research strategy to identify investments. This includes exten ...

Meta Platforms Inc. (NASDAQ:META) stock is trading down in Thursday’s regular trading, extending losses to 9.13% over the past five days.The decline appears connected to broader weakness across major indexes. The Nasdaq-100 fell 1.32% to 24,561, while the S&P 500 dropped 1.04% to 6,810.Earnings Strength FadesNext Earnings Report and Analyst SentimentInvestors are looking ahead to the next earnings report on April 29, 2026.EPS Estimate: $6.62 (Up from $6.43 YoY)Revenue Estimate: $55.41 billion (Up from $42.3 ...

北京时间2月5日晚，美股三大指数低开，截至发稿前，道指下跌0.43%，纳指下跌0.52%，标普500指数下跌0.50%。 现货黄金、白银下跌，截至发稿，现货黄金下跌3.18%，现货白银下跌15%。 | | 伦敦金现 00 AUUSDO 责 | | | --- | --- | --- | | 4851.800 | 5020.070 昨收 4783.150 买价 | 5010. 4851.1 | | -159.130 -3.18% 开 | 5011.070 卖价 | 4853.4 | | 同花顺黄金 2 | 银行金价 1089.05 -1.94% | | | 相当 ETE の | TIn L 塩 S ETE - Z 160/ / | | | 布伦特原油主连， | | | | | --- | --- | --- | --- | | BRNOW 外期 延時 | | | | | 68.95 振幅 67.67 | 回应 | 2.51% 量 19.05 | | | 67.21 昨结 | ਜ਼ਿੰ | 69.46 持仓 60.78 | | | -1.79 -2.58% 开 68.52 今结 | | 日増 +85 | | | ...

Core Insights - Major cloud providers are significantly increasing their investments in AI infrastructure, with combined capital expenditures projected to rise from approximately $150 billion in 2022 to over $360 billion by 2025, while their average return on invested capital (ROIC) has improved by over 900 basis points during the same period [1] - The infrastructure investments have not negatively impacted profitability; instead, they have coincided with improved returns, driven by full utilization of new compute infrastructure and strong cloud revenue from enterprise customers [1] - AI infrastructure is enhancing internal operations, with companies like Meta reporting billions in incremental revenue from AI-driven ad targeting and placement [1] AI Spending and Fund Access - The Alger 35 ETF (ATFV) offers investors exposure to the efficiency trends in AI infrastructure, holding positions in key companies such as Nvidia, Microsoft, and Alphabet [1] - The fund targets approximately 35 U.S. companies identified through fundamental research as having promising growth potential, focusing on highly disrupted market segments [1] - ATFV achieved a return of 37.46% in 2025, outperforming the S&P 500 Index, and was recognized as one of the top-performing stock ETFs of the year by Morningstar [1]