Also, political reporting that the president's that presidents Trump and China's shei will meet in the first week of April in what could be the first of four meetings for the two this year. So, let's bring in Dardrick McNeel, senior policy analyst at Long View Global and a CNBC contributor and Mark Chandler, chief market strategist at Banickburn Capital Markets. Gentlemen, great to have you here.Um, Dardrick, I'm going to start with you because obviously a lot of headlines in the last 24 hours regarding USC ...

Market Overview - As of February 10, US stock indices showed mixed performance, with the Dow Jones rising by 0.7% to reach a new high, while the Nasdaq and S&P 500 indices turned positive, increasing by 0.09% and 0.2% respectively [1] - The Philadelphia Semiconductor Index experienced a significant drop, falling over 1% at one point, with major tech stocks like Google declining by over 2%, while Tesla, Microsoft, and Amazon saw gains [2] Company Performance - Notable stock performances included: - Nvidia: $189.12, down 0.48% - Tesla: $421.03, up 0.89% - Micron: $380.64, down 0.75% - TSMC: $360.70, up 1.49% - Google: $318.78, down 1.73% - Alibaba: $166.18, up 1.95% - Microsoft: $422.86, up 2.24% - Apple: $275.34, up 0.26% [3][4] Bond Issuance - Alphabet, Google's parent company, has initiated its first bond issuance in Swiss Francs, including bonds with maturities of 3, 6, 10, 15, and 25 years, expected to be priced later the same day. Additionally, Alphabet is also launching its first bond issuance in British Pounds with maturities of 3, 6, 15, 32, and 100 years [4] Chinese Stocks - The Nasdaq Golden Dragon China Index rose by 0.78%, with stocks such as Alibaba, JD.com, Sohu, Tencent Music, Li Auto, Xpeng, and iQIYI all experiencing gains, while Dingdong Maicai surged over 9% [4] Gold Market - International gold prices fell, briefly dropping below $5,000, with the spot gold price reported at $5,043.35, showing a daily decline of 0.31% [5] Economic Predictions - Former President Trump predicted that the Dow Jones Industrial Average would reach 100,000 points by January 2029, attributing the stock market's rise to his tariff policies [7] - In contrast, Ray Dalio, founder of Bridgewater Associates, warned that the US is in the "fifth stage" of an empire's rise and fall cycle, indicating potential economic turmoil and recommending investors allocate 5%-15% of their portfolios to gold [8]

Alphabet's Google gained unconditional EU antitrust approval on Tuesday for its $32 billion acquisition of cybersecurity company Wiz, its biggest ever deal, after regulators said the deal would not ra... ...

Let's just talk about what they issued and how oversubscribed that debt issue was. Well, thank you very much. There's no two ways about it. Yes, and everyone's ready for it and everyone's willing to buy that as well. We've had 32 weeks of consecutive funds into your investment grade funds. Investment managers here is flush with cash. They want supply. There isn't supply, obviously, from the domestic players, but they the amount of CapEx that we want to see from HYPERSCALERS is well beyond what you get from ...

Core Viewpoint - The S&P 500 index experienced fluctuations shortly after market opening, influenced by major tech stocks like Alphabet and Amazon, which contributed to a decline in the index despite a majority of stocks rising [1]. Group 1: Market Performance - The S&P 500 was moving in and out of negative territory after opening higher [1]. - The Nasdaq Composite dipped by 0.2% [1]. - The Dow Jones Industrial Average increased by 334 points, or 0.6% [1]. Group 2: Impact of Tech Stocks - Alphabet and Amazon.com were leading large tech stocks lower, impacting overall market performance [1]. - The iShares Semiconductor ETF also saw a decline of 0.8% [1].

核心要点 瑞银周二下调了对美国信息技术板块的展望，态度转为更谨慎，并警告称，市场对企业高额资本开支和 AI 带来的冲击反应 "分化"。 软件股此轮抛售，导火索是 AI 公司Anthropic发布了可处理专业工作流程的新型 AI 工具，而这类功能 正是许多传统软件公司的核心产品。 科技股周一出现反弹，投资者期待市场在回调后能延续上涨。标普 500 软件与服务指数（共 140 只成分 股）周一大涨约 3%。 瑞银指出："软件行业的不确定性可能持续存在"，同时软件企业的竞争也在加剧。 该行在报告中称，这让投资者很难 "对软件行业公司的增长率和盈利能力抱有坚定信心"。 Liontrust 资产管理公司全球股票主管马克・霍廷周二对 CNBC 表示： "目前 AI 创造的收入，与投入的资金规模完全不匹配。这让未来前景变得更加不确定、更难预测，而投 资者厌恶不确定性。" 瑞银还强调，云服务商的资本开支已达到不可持续水平，这可能成为悬在投资者头上的 "利空压力"， 尤其是相关支出越来越依赖 "外部发债或股权融资"。 霍廷还表示，"七大科技巨头"中多家公司的支出计划令人担忧。 Alphabet、微软、Meta、亚马逊这四大超算 ...

Right. Uh that's going to help us set up our trading day. Let's welcome in our first guest.[music] That's going to be Kevin Hanks, co-host of Fast Market with me. Kv, uh give me your take here. Relatively flat.Um but we've had two straight days of gains. Dow at record highs. S&P about a half percent off of its record highs.Uh what's your takeaway here. >> Yeah, very hesitant start to the trading day. I think that retail sales data kind of caught the the market offguard here.They were looking for numbers muc ...

Rick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his work. His passion is business, and he works tirelessly to deliver content in an easy-to-understand manner. In 2018, Rick wrote The Financially Independent Millennial to inspire his readers with his story about becoming financially indepen ...

Rick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his work. His passion is business, and he works tirelessly to deliver content in an easy-to-understand manner. In 2018, Rick wrote The Financially Independent Millennial to inspire his readers with his story about becoming financially indepen ...

超长期限带来的挑战 科技行业发行百年期债券面临着独特的长期不确定性挑战。汇丰银行欧美信贷策略师Song Jin Lee指 出，尽管科技行业整体将持续存在，但具体企业的市场地位排序具有高度不可预测性。他称： 谷歌母公司Alphabet日前首次发行一笔百年期英镑债券，获得市场超7倍超额认购，这标志着科技巨头 为争夺人工智能主导权而展开的债务融资进入新阶段。这也是自互联网泡沫时代以来，科技公司首次尝 试发行如此长期限的债券。 2月10日，据彭博社报道，此次发行的7.5亿英镑百年期债券共收到57.5亿英镑认购订单，是Alphabet同 日发行的五期英镑债券中需求最强劲的一期。该笔债券是公司整体融资计划的一部分，此前Alphabet已 完成美元债券发行，并相继进入瑞士法郎与英镑市场，以多渠道筹集AI能力建设所需资金。 百年期债券在非政府类发行人中极为罕见，因其要求企业具备跨越经济周期的存续能力与财务稳健性。 此类超长期融资工具的发行，凸显科技巨头为支撑其战略投资，正采取此前多见于政府、高校等机构的 融资手段。 "很难预测五年后AI生态将如何演变，更不用说一百年后的格局。" 不过，Song Jin Lee也承认，市场上确 ...