So how big of a deal are earnings going to be to the markets and your investments. Jim Tierney is Alliance Bernstein, CIO of US concentrated growth and joins us on set. Jim, welcome.>> Thank you. Still earlyish overall. Have you been happy with the earnings numbers.>> Really good earnings number and and something important happened between the second quarter and third quarter. Estimates actually went up. So it's not like we're setting a low bar and we're jumping over the low bar.Estimates went up over the l ...

成千上万家网站、应用程序及服务出现中断或访问延迟。 本周一凌晨，全球最大云服务供应商之一 Amazon Web Services（AWS）发生严重故障。 图源reuters 版权属于原作者 故障起始于10月20日美东时间凌晨（约 3:00 AM ET）左右，AWS 的 US-EAST-1 区域首先报告"显著的错误率和延迟"现象。 AWS 为全球一些最大的组织提供幕后云计算基础设施。 在多个小时内，受影响的服务遍布游戏、电商、金融、通讯、智能家居等领域。 图源reuters 版权属于原作者 Snapchat、Facebook 和 Fortnite 在内的多个热门网站和应用程序都受到了影响。 其客户包括政府部门、大学和企业，其中还包括新闻媒体美联社等。 多家航空公司（如 United Airlines 和 Delta Air Lines）报告其app和网站 在此次AWS故障中受到影响，乘客无法顺利在线值机或查看预订信息。 还有网友在社交媒体发帖表示，自己的航班已经降落却无法停靠，只能在跑道上等待。 故障波及超千家公司，仅在中断发生的前两个小时内，美国就提交了超过一百万份报告，而英国在同一时间段内提交了超过 40 ...

周一美股市场迎来强劲反弹，投资者风险偏好显著回升，三大股指集体收高。在科技股的强力带动下，纳斯达克100指数和费城半导体指数双双创下收盘 历史新高，市场情绪实现了普涨格局。 当日行情的启动奠基于盘前的宏观利好预期。得益于贸易紧张局势的缓解，以及对美国信贷恐慌情绪的消退，市场情绪已明显改善。 白宫经济顾问 Kevin Hassett 本周发出积极信号：当前Z府停摆"很可能在本周结束"，认为各方正在接近突破。这为市场注入一剂强心针，预示着全天积极 基调。 开盘后，市场迅速将乐观情绪转化为实际买盘，股指高开高走。科技股毫无疑问地成为领涨主力，尤其是芯片板块表现抢眼。 巴克莱将 Micron (MU) 目标价自 195 美元上调至 240 美元，并维持'增持'评级，推动美光科技大涨超5%，芯片股AMD、博通等普遍走高，半导体行业的 强劲势头为大盘提供了核心动力。 盘中涨势持续扩大，市场风险偏好情绪高涨至近期顶点。纳斯达克综合指数涨幅迅速达到1%，费城半导体指数更是一度触及历史新高，确立了成长板块 的领先地位。 个股方面，苹果股价盘中一度涨近4.8%，创下年内首个盘中历史新高，成为驱动纳指上攻的关键力量。 午盘阶段，融 ...

Group 1: Bitcoin Spot ETF - Bitcoin spot ETFs experienced a significant outflow of $1.23 billion last week, marking the second-highest outflow in history [3] - All 12 Bitcoin spot ETFs recorded net outflows, with Grayscale's GBTC seeing an outflow of $298 million and a total historical outflow of $24.5 billion [3] - Ark Invest and 21Shares' ARKB had a net outflow of $290 million but maintained a historical net inflow of $2.06 billion [3] - The total net asset value of Bitcoin spot ETFs is approximately $143.93 billion, accounting for 6.75% of Bitcoin's total market capitalization, with a cumulative historical net inflow of $61.54 billion [3] Group 2: TradeTalent Funding - Decentralized talent network TradeTalent completed a funding round of $8 million, led by Allied Gaming & Entertainment and Hicop Engineering Pte. Ltd. [3] - The funds will be used to enhance AI skill verification capabilities, expand the global network of enterprises and talent, and further optimize the platform's trustless infrastructure [3] Group 3: AWS Outage - An outage related to Amazon Web Services (AWS) affected multiple popular applications and websites, including Coinbase and PlayStation, starting around 4:00 PM Beijing time on October 20 [5] - The issue stemmed from problems at AWS facilities in Northern Virginia, leading to increased error rates and delays in services like Amazon DynamoDB and Amazon Elastic Compute Cloud [5] - AWS is the largest cloud service provider globally, with revenue of $108 billion last year, significantly contributing to Amazon's profits [5] Group 4: Tempo Funding - Blockchain project Tempo, supported by Stripe and Paradigm, raised $500 million in Series A funding, achieving a valuation of $5 billion [5] - This funding round is noted as one of the highest valuations in recent years for blockchain venture capital rounds, with participation from Greenoaks and Thrive Capital [5] - Other notable investors included Sequoia Capital, Ribbit Capital, and SV Angel, although Paradigm and Stripe did not participate in this round [5] Group 5: BitsLab Acquisition - BitsLab announced the acquisition of KEKKAI Labs' security browser plugin, rebranding it as BitsLab Safe [9] - KEKKAI Labs focuses on Web3 security and infrastructure development, with its core products being popular in the Asian market [9] - BitsLab plans to retain existing features while integrating AI-driven security analysis and threat detection technologies to enhance user-level security [9]

Group 1: AI Market Overview - The AI market was valued at approximately $190 billion in 2023 and is projected to reach nearly $5 trillion by 2033 according to the United Nations [1] - The rise of AI is expected to create significant investment opportunities, prompting investors to seek the next major AI stock [1] Group 2: Amazon's Position in AI - Amazon is primarily recognized as an e-commerce business, but a significant portion of its operating profits comes from Amazon Web Services (AWS) [2][3] - AWS revenue increased by 17% year over year, while North American e-commerce sales rose by only 8% and international sales by 5% [3] - AWS generated operating profits of $11.5 billion last quarter, with operating margins around 39.5%, highlighting its critical role in Amazon's profitability [3] Group 3: Drivers of AWS Growth - The rapid growth and profitability of AWS are largely driven by the increasing demand for artificial intelligence services [4] - AI companies typically rely on cloud infrastructure providers like AWS for their operations, contributing to AWS's market share of approximately 30%, which is nearly equal to the combined share of its next two competitors [5] Group 4: Investment Appeal of Amazon - Investing in Amazon is appealing due to AWS's established scale and investment power in the cloud-computing sector [7] - Analysts suggest that AWS is undervalued relative to Amazon's e-commerce division, with AI being a key driver of AWS's growth potential [8] - Regardless of potential spin-off discussions, AWS is expected to play an increasingly significant role in Amazon's overall business strategy, enhancing the company's stock valuation [9]