美股大逆转 10月1日晚间，尽管有美国政府"关门"的利空消息，美股三大指数盘前一度走低，但正式开盘之后，竟然发生了大逆转，低开高走，全部转涨！ 道指上涨，标普指数止跌。 在周三的数据巩固了美联储本月晚些时候降息预期之后，美国国债持续走强。受辉瑞与白宫达成协议所带来的乐观情绪提振，医疗保健板块上 涨，股市收窄跌幅，未再触及盘中低点。 花旗美国股票交易策略主管斯图尔特·凯泽认为，关门目前对股市的伤害并不显著。"要让它真正影响股市，关门必须持续一段时间，并且你需 要看到相当规模的裁员，或者债市出现某些状况以外溢到股市。" 美国政府关门正威胁着联储决策所需的关键经济数据出现"断档"。尽管劳工统计局（BLS）的非农就业数据很可能被推迟，交易员本周已获得 部分就业市场快照。周二公布的JOLTS职位空缺报告显示，对劳动力的需求正在放缓。 周三的ADP报告显示，9月美国企业就业意外下降，这与过去一个月的其他数据显示劳动力市场正在放缓相一致。相应地，交易员加码押注今年 还将再降息两次。开盘后公布的数据还显示，美国9月制造业活动连续第七个月萎缩——但市场对此反应不大。 不过，投资者仍担心政府关门会持续多长时间，以及联储将因此失去 ...

来源：环球市场播报 周三美股成交额第1名特斯拉收高3.31%，成交442.81亿美元。据《福布斯》周三称，特斯拉首席执行官 埃隆-马斯克成为史上首位财富达5000亿美元的人。 特斯拉将在周四公布最新季度交付数据。得益于美国消费者在本周初7，500美元电动车税收抵免到期前 的抢购潮，市场预计即将公布的交付量将为本年度最佳。然而，分析人士普遍认为，这一推动效应难以 持续，欧洲市场疲软仍将是隐忧。 第2名英伟达收高0.35%，股价再创历史新高，成交323.04亿美元。分析师称其股价受到AI芯片强劲需求 及与OpenAI达成千亿美元战略合作等利好推动。 第3名Meta Platforms收跌2.32%，成交145.75亿美元。该公司周三宣布，从用户与该公司人工智能 （AI）产品互动中收集的数据，很快将用于在其旗下各社交媒体平台推送定向广告。 Meta将在12月16日前更新隐私政策，以体现这一调整，并将在未来几天内通知用户。新政策将在全球 范围内生效，但韩国、英国及欧盟地区除外 —— 这些地区的隐私法规禁止此类数据收集行为。 第7名Palantir收高1.39%，成交83.8亿美元。 第8名礼来收高8.18%，为连续第 ...

Core Insights - Spotify's founder and CEO Daniel Ek announced his resignation, with Gustav Söderström and Alex Norström appointed as co-CEOs [1] - This trend of co-CEO appointments is emerging among major companies, with Comcast and Oracle also making similar announcements recently [2][3] - The predominance of male co-CEOs highlights ongoing gender disparities in corporate leadership roles [4][5] Gender Representation in Leadership - Only 11% of Fortune 500 companies are led by women, indicating slow progress in gender diversity [6] - Historical data shows that only three instances of co-CEO setups with women have been recorded since 1998, with no examples of two women sharing the role at Fortune 500 firms [7] - The lack of women in powerful C-suite roles, such as CFO and COO, contributes to the gender leadership gap [9] Recent Trends in IPOs - A recent analysis found that women represented only 11% of executives in leadership roles among companies going public in 2025, a decline from previous years [10][11] - The trend of male dominance in executive roles during IPOs suggests a systemic issue in promoting gender diversity [11] - The co-CEO arrangements often reflect a power struggle among male executives, with founders retaining significant control [11][12]

Core Viewpoint - The AI boom may face a collapse similar to the dot-com bubble, with concerns about whether the current market exuberance is rational or irrational [1][4]. Industry Insights - The term "irrational exuberance" was previously used to describe the market mood during the tech surge from 1982 to 1999, which saw US stocks increase 13-fold [2]. - The Nasdaq index fell nearly 80% from its peak in March 2000 to its trough in October 2002, while the S&P 500 dropped around 45% during the same period, indicating the potential for significant market corrections [2]. Company Projections - Nvidia expects a year-on-year revenue growth of about 54% this quarter, projecting revenue to reach $54 billion, with its stock surging approximately 12-fold since the start of 2023 [5]. - OpenAI anticipates its revenue will more than triple this year to $13 billion [5]. - Oracle projects its cloud infrastructure revenue to increase 14-fold to $144 billion by May 2030, significantly surpassing its total revenue of $57 billion from the last financial year, with its stock up around 240% since the beginning of 2023 [5]. - Palantir expects its annual revenue to grow 45% this year to over $4.1 billion, driven by an 85% increase in US commercial revenue to over $1.3 billion, with its stock rising about 27-fold since the start of 2023 [5].

Core Viewpoint - The current market is characterized by investors riding momentum without fully considering macro fundamentals, particularly in relation to major tech companies like Nvidia, Microsoft, and Meta [1][2]. Group 1: Market Dynamics - Investors are likely to continue their strategies of buying dips and chasing rallies, driven by fear of missing out (FOMO) [2]. - The potential impact of a government shutdown on major tech companies is minimal in the short term, as their investment theses remain intact [2]. - Oracle's financial commitments to OpenAI raise questions about the sustainability of its revenue model, given OpenAI's current cash burn and revenue figures [3][4]. Group 2: Financial Commitments and Risks - Oracle has borrowed $18 billion in advance to meet its commitments, which could echo historical precedents of companies facing financial strain due to large commitments [4]. - The major tech companies, referred to as the "Mag 7," are currently spending down their free cash flow, leading to concerns about high price-to-free cash flow valuations [6]. - There is a growing concern about whether the cash being absorbed by these companies is generating adequate returns on investment (ROI) compared to their core business operations [8][10]. Group 3: Historical Context - A relatively small number of current portfolio managers experienced the late 1990s market dynamics, suggesting a potential for repeating historical patterns [9]. - While there is no immediate indication of an impending disaster, there is a need for scrutiny regarding the cash flow required to sustain ongoing investments and whether these expenditures are being made wisely [10].

SAN DIEGO--(BUSINESS WIRE)--Seismic announced the appointment of Rob Tarkoff to Chief Executive Officer. Tarkoff assumes the role from co-founder Doug Winter, who is retiring. ...

Core Insights - October marks the beginning of the most rewarding quarter for Wall Street, with strong seasonal optimism linked to year-end consumer spending and holiday sales [1] - Historical data indicates that the S&P 500 typically experiences significant gains during the fourth quarter, contributing over half of its annual performance [2] Market Performance - The S&P 500 has an average gain of 5% and a median return of 6.65% during the fourth quarter, with 26 out of the last 30 fourth quarters ending higher [2] - The index is currently on a six-year winning streak, highlighting its consistent performance during this period [2] Sector Performance - Technology stocks are identified as the strongest seasonal performers in Q4, averaging a gain of 6.64% and finishing higher 80% of the time [4] - Other cyclical sectors, including consumer discretionary, financials, industrials, and materials, average gains of at least 5.5% with similar winning ratios [4] - Health care stocks show consistent performance, while energy and real estate sectors lag, averaging returns of 2.43% and 2.18% respectively [5] Notable Stocks in October - Alphabet Inc. (NASDAQ: GOOGL) has an average gain of 8.35% in October, with a 71% win rate [6][11] - Microsoft Corp. (NASDAQ: MSFT) averages a gain of 4.78% in October, with a 67% win rate [7][11] - Netflix Inc. (NASDAQ: NFLX) sees an average gain of 7.1% in October, winning 70% of the time [8][11] - United Airlines Holdings Inc. (NASDAQ: UAL) has an average gain of 9.5% in October, with a 58% win rate [9][11] - Oracle Corp. (NYSE: ORCL) averages a gain of 3.8% in October, with a 63% win rate [10][11]

Core Insights - Stargate is a $500 billion AI infrastructure initiative aimed at establishing U.S. dominance in AI, with a total data center capacity target of 10 gigawatts [1] - Major partners include OpenAI, SoftBank, Oracle, NVIDIA, CoreWeave, Samsung, SK Hynix, and ARM Holdings [1][3][5][7][8] Company Contributions - **OpenAI**: Responsible for planning, site selection, and overseeing deployment, with an immediate commitment of $100 billion [4] - **Oracle**: Will open three new data center sites in Texas and New Mexico to expand compute capacity [1][2] - **SoftBank**: Acts as the lead equity investor and financial backer for the Stargate project [3] - **NVIDIA**: Provides advanced processors, initially installing 100,000 chips in Norway, with potential for tenfold expansion [5] - **CoreWeave**: Contributes to the data center capacity, with a new deal worth up to $6.5 billion, raising total agreements to $22.4 billion [6] - **Samsung and SK Hynix**: Signed letters of intent to supply memory chips and plan to establish joint ventures for data centers in South Korea [7] - **ARM Holdings**: Serves as a technology partner, emphasizing its importance in the AI ecosystem [8] Capacity Development - The Stargate project aims to develop up to 4.5 gigawatts of additional U.S. data center capacity beyond the initial facility in Abilene, Texas [2] - Current planned capacity has reached nearly 7 gigawatts due to ongoing projects with CoreWeave and Oracle [6]

Core Insights - The 2025 Product Leader Awards highlight the importance of combining creativity with discipline in product leadership, emphasizing measurable impact and team empowerment [1][5][6] - The awards recognize top product leaders from various companies, including Walmart and Extreme Networks, who have completed the Strategic PM Certification program and demonstrated significant contributions [2][4][5] Company Highlights - Walmart International has a special category for product leaders who have excelled in the Strategic PM Certification program, showcasing their role as mentors and key contributors [1][4] - Extreme Networks also features a special category for its product leaders, emphasizing the importance of strategic product management within the organization [2] Industry Trends - The winners of this year's awards exemplify a new era of product leadership characterized by creativity, innovation, and a strong connection to measurable business outcomes such as growth and market expansion [5][6] - The Product Leader Awards serve as a benchmark for excellence in the AI era, inspiring product executives to adapt and evolve alongside technological advancements [6] Community and Network - Products That Count is a significant nonprofit community with over 500,000 product managers and Chief Product Officers, aiming to empower individuals to create impactful products [7] - The organization collaborates with major corporations like Walmart, Ford, and Cisco, providing a platform for product leaders to share best practices and drive innovation [7]

I can’t believe I’m saying this, but Oracle Corporation (NYSE: ORCL ) is having its moment. Not just any moment—ORCL has done what few have been able to accomplish. The company has transformed its image as a legacy software provider into an emergingJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict valuation hu ...