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X @The Wall Street Journal
For all his flashy possessions—a storied Bel-Air estate known as Casa Encantada, a Malibu beach house, a New York pied-à-terre and an enviable art collection—Gary Winnick was severely strapped for cash and deeply in debt. https://t.co/ORSFxXGffY https://t.co/KPmoywaVvC ...
'Fast Money' traders talk Micron and the AI trade comeback
CNBC Television· 2025-12-19 22:51
Market Dynamics & Investment Opportunities - 市场在剧烈波动后,正在评估AI交易的长期价值,以及这是否只是一个短暂现象 [1] - 硬件方面,Micron 预计未来两到四个季度的现货价格将上涨,显示出市场能见度 [2] - 临近年底和圣诞节上涨行情,市场清除了过剩的投机性因素,为投资者重新入场创造了机会 [8] - 半导体等硬件公司表现突出,Micron 的业绩指引表明,在AI领域,具有长期可见性的公司可能更安全 [9][10] Financial Performance & Risk Assessment - 投资者开始关注那些没有足够现金流来支持扩张的公司,预计2026年会出现分化 [11][12] - Micron 处于有利地位,能够偿还债务,这在一定程度上推动了市场对其的积极反应 [11] - 科技和信息服务业占标普500指数的45%以上,存在集中风险,投资者应开始关注其他领域 [12][13] Market Technicals & Sentiment - 三重魔力日(Triple Witching)的到期合约推动了交易量的大幅增长,但纳斯达克和标普500指数的波动率指数均有所下降 [2][5][6] - 市场普遍认为基本面没有改变,需求依然存在,美联储政策友好,资金持续流入美国股市 [4] - 市场从50日均线反弹,短期内市场情绪良好,可能出现圣诞节上涨行情 [3]
X @Bloomberg
Bloomberg· 2025-12-19 14:06
Investors in the European Union’s joint debt face the risk of greater supply in coming years as officials in Brussels seek to increase borrowing to provide funding to Ukraine. https://t.co/2pGyqV4hIk ...
Can France Fix Its Debt Problem?
Bloomberg Originals· 2025-12-19 09:00
In 2019, France watched a national treasure go up in flames. Now, there's a fear that the structures holding up French politics are starting to catch. There is clearly a problem with French public finances.Further worsening of the budget deficit. France's political crisis deepened today. Most French citizens adore their nation's system of social safety nets, but those programs have become increasingly unsustainable.France has the Euro area's largest deficit, massive debt, and every attempt at reform has end ...
X @Bloomberg
Bloomberg· 2025-12-19 05:04
If you're dabbling in Patrick Drahi's debt as a trading opportunity, the lesson is the same as ever — read the small print, know your rights and expect him to assert his, writes Chris Hughes (via @opinion) https://t.co/J5TyhVjr8o ...
X @Bloomberg
Bloomberg· 2025-12-19 01:06
The European Union is considering a new plan to use joint debt to loan as much as $106 billion to Ukraine, according to a draft proposal seen by Bloomberg https://t.co/rFevQ9UK2F ...
X @Bloomberg
Bloomberg· 2025-12-18 09:08
Germany will increase federal debt sales by a fifth next year to a record €512 billion to fund a spending splurge https://t.co/AQe2KLykaH ...
Blue Owl decided not to pursue Oracle’s $10 billion Michigan data center, source familiar
CNBC Television· 2025-12-17 16:13
on Oracle's AI ambitions on the heels of this new report now on the fate of a data center in Michigan. For that, we'll turn to Sema Modi. Uh, important story, Sema.>> It is, Carl. There have been these questions surrounding Oracle's 1 gigawatt data center in Michigan and who will finance this 10 billion dollar project following an FT report that suggests talks are breaking down. Oracle telling CBC that the FD story is incorrect and that its developments partner, Related Digital, selected the best equity par ...
Market expectations for 2026 look pretty promising, says Morgan Stanley's Chris Toomey
CNBC Television· 2025-12-15 21:24
>> WELCOME BACK. THE FINAL FULL TRADING WEEK OF 2025. OFF TO A BIT OF A LACKLUSTER START, BUT HOPES ARE HIGH FOR ANOTHER STRONG YEAR OF RETURNS.CHRIS TOOMEY WITH MORGAN STANLEY PRIVATE WEALTH JOINS US HERE AT POST NINE. NICE TO SEE YOU. NICE TO SEE YOU.DO YOU HAVE HIGH HOPES FOR 26 AND STRONG RETURNS LIKE THIS YEAR. >> WE DO. WE DO EXPECT IT TO BE A GOOD YEAR NEXT YEAR.>> YOU DO Y SO WHAT'S GOING TO CARRY IT. >> I MEAN I LOOK I THINK THERE'S A LOT OF SECULAR TAILWINDS. YOU TALKED ABOUT IT EARLIER ON THE SHO ...
The Bible Predicted Bitcoin? Pastor Tells All
Bitcoin Bram· 2025-12-15 18:06
There are only two ways to make money. You either create value or you print money to steal value from everyone else. In this episode, I'm joined by Ellen Armstrong aka Pastor Coin to discuss why our modern money system isn't just broken, it's built on a lie. We explore why printing money is actually a spiritual violation of your time and energy and why holding Bitcoin is the only way to align yourself with the truth. And we also asked the most dangerous question. If the government is stealing from you throu ...