Key TakeawaysPresident Trump used his 2026 State of the Union address to demand an immediate end to the government shutdown while touting his economic record and defending tariffs recently struck down by the Supreme Court.WiseTech Global (WTC) announced 2,000 job cuts, representing 29% of its workforce, declaring the "era of manually writing code" has ended due to AI automation.U.S. consumer distress hit a 20-year high as student loan delinquencies spiked to 25% and subprime auto loan delinquencies reached ...

2026年2月24日凌晨，对于全球投资者来说，又是一个不眠之夜。 美国股市在周一交易时段上演了一场惊心动魄的大跳水，三大主要指数全线重挫，跌幅均 超过1%。 道琼斯工业平均指数一口气跌掉了821.91点，收盘报在48804.06点，跌幅达到1.66%。 标准普尔500指数下跌了71.76点，收于6837.75点，跌幅为 1.04%。 以科技股为主的纳斯达克综合指数也未能幸免，下跌258.80点，收于22627.27点，跌幅为1.13%。 整个市场一片哀嚎，数据显示当天有接近4000只 个股收跌，上涨的股票只有1000多只，市场情绪跌至冰点。 | 这场暴跌并非毫无征兆，但其猛烈程度依然超出了许多人的预期。 | | --- | | 盘面上，软件服务、信息技术服务、金融等板块成为了重灾区，跌幅居前。 | 而贵金属和有色金属板块则逆势走强，成为少数上涨的亮点。 这种板块间的极端分化，清晰地揭示了资金在恐慌情绪下的流向——从高风险的风险资产流 向黄金等传统的避险资产。 现货黄金价格在当天站上了每盎司5200美元的关键关口，日内涨幅超过2%。 在众多下跌的股票中，有一家百年老店的惨状格外引人注目。 国际商业机器公司，也就 ...

NEW YORK, Feb. 24, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Oracle Corporation (NYSE: ORCL) between June 12, 2025, and December 16, 2025, inclusive (the “Class Period”). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than April 6, 2026. SO WHAT: If you purchased Oracle common stock during the Class Period you may be enti ...

New York, New York--(Newsfile Corp. - February 24, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Oracle Corporation (NYSE: ORCL) between June 12, 2025, and December 16, 2025, inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than April 6, 2026.SO WHAT: If you purchased Oracle common stock during the Class Period y ...

有着"债券之王"称号的著名投资者比尔·格罗斯周二表示，一部分"精英"股票正面临困境，市场参与者 应该满足于从其他股票中获得的较小涨幅。 格罗斯在周二的一篇X帖子中，将甲骨文、微软和IBM列为正在被"迅速淘汰"的队伍中的一部分。 "也许这并非一场单败淘汰赛，但感觉上很像，"这位品浩的联合创始人写道。"我正在避开它们。" 格罗斯表示，交易员们应该"满足于个位数的回报"，并提到了Western Midstream Partners、威瑞森通讯 和AT&T。 责任编辑：张俊 SF065 有着"债券之王"称号的著名投资者比尔·格罗斯周二表示，一部分"精英"股票正面临困境，市场参与者 应该满足于从其他股票中获得的较小涨幅。 格罗斯在周二的一篇X帖子中，将甲骨文、微软和IBM列为正在被"迅速淘汰"的队伍中的一部分。 "也许这并非一场单败淘汰赛，但感觉上很像，"这位品浩的联合创始人写道。"我正在避开它们。" 格罗斯表示，交易员们应该"满足于个位数的回报"，并提到了Western Midstream Partners、威瑞森通讯 和AT&T。 责任编辑：张俊 SF065 ...

BENSALEM, Pa., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Law Offices of Howard G. Smith reminds investors that class action lawsuits have been filed on behalf of shareholders of the following publicly-traded companies. Investors have until the deadlines listed below to file a lead plaintiff motion. Investors suffering losses on their investments are encouraged to contact the Law Offices of Howard G. Smith to discuss their legal rights in these class actions at (215) 638-4847 or by email to howardsmith@howardsmithla ...

徐强 国泰海通分析师: 好的，各位投资者大家下午好，欢迎参加我们国泰海通电新团队春节不打烊的系列电话会 议。我是国泰海通的环保电新首席徐翔，今天我和我们孙潇浩孙老师一起给各位领导做去 做一些 AIDC 方面的汇报。明天就是这个第一个交易日了，那在此，我们国泰海通电新团 队祝大家开市大吉，业绩长虹。这个假期期间，我们围绕了 AIDC、太空算力、太阳翼、 锂电供应链，然后开展了一系列的这个电话会议和专家的这个交流。那这今天下午的电话 会议主要是汇报 A I D C 硬件端的这些投资机会。 然后同时，今天晚上我们还安排了这个卫星载荷的专家，然后来交流一下太空算力以及太 阳翼的这一方面的一个，这个投资内容。今晚 8 点，也欢迎大家这个就是按时接入。首先 我们一直从这个去年开始吧，去去年，24 年底，前年开始，就一直在推荐 AIGC 的这些投 资机会。市场，其实对于 IPC 的这些投资的持续性，持，一直是存，一直在质疑当中，这 个不断的这个提升预期的。那包括像现在。大家对于这个北美地区，像 Oracle 他们的一 个投资的持续性，以及北美这些算力是否存在泡沫，一直有比较大的一个争议。 但是，近期我们在在使用，包括像 O ...

Investors who lost money on Oracle Corporation(ORCL) should contact The Gross Law Firm about pending Class Action - ORCL [Accessibility Statement] Skip NavigationNEW YORK, Feb. 24, 2026 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Oracle Corporation (NYSE: ORCL).Shareholders who purchased shares of ORCL during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake ...

Group 1: AMD and Meta Deal - Advanced Micro Devices (AMD) has agreed to sell up to $60 billion worth of artificial intelligence chips to Meta Platforms over five years, allowing Meta to purchase as much as 10% of AMD [1][9] - AMD will supply six gigawatts' worth of chips to Meta, starting with one gigawatt of the forthcoming MI450 flagship hardware in the second half of this year [10] Group 2: OpenAI Partnerships - Amazon is considering an investment of around $10 billion in OpenAI, with discussions remaining fluid [1] - Walt Disney plans to invest $1 billion in OpenAI, allowing the use of its characters from franchises like Star Wars and Marvel in the Sora AI video generator [2] - OpenAI has partnered with Broadcom to produce its first in-house artificial intelligence processors [3] - AMD has also agreed to supply AI chips to OpenAI in a multi-year deal, which includes an option for OpenAI to buy up to roughly 10% of AMD [4] - Nvidia is set to invest up to $100 billion in OpenAI and supply data center chips, establishing a financial stake in the company [5] - Oracle has signed a significant cloud deal with OpenAI, expected to involve $300 billion in computing power over about five years [6] - CoreWeave signed a five-year contract worth $11.9 billion with OpenAI [7] Group 3: Stargate Datacenter Project - The Stargate project is a joint venture between SoftBank, OpenAI, and Oracle to build data centers, with an investment of up to $500 billion for AI infrastructure [8]

原本计划由三家公司共同推进数据中心扩建，如今变为 OpenAI 分别与甲骨文、软银单独签约，但这些 协议未能达到 OpenAI 在 2025 年底前锁定 10 吉瓦算力容量的目标。 甲骨文股价周一下跌 4.5%。此前《The Information》报道称，这家云服务商与 OpenAI、软银合资的星 门（Stargate）项目，在 2025 年 1 月于白宫高调宣布后已陷入困境。 原本计划由三家公司共同推进数据中心扩建，如今变为 OpenAI 分别与甲骨文、软银单独签约，但这些 协议未能达到 OpenAI 在 2025 年底前锁定 10 吉瓦算力容量的目标。 OpenAI 去年还开始从星门三方合作之外的其他供应商获取算力，这也导致其算力成本高于原定计划。 《The Information》报道称，在甲骨文与 OpenAI 达成的 4.5 吉瓦 算力协议中，双方约定对这一大型项 目共担部分经济风险。 这意味着：如果项目出现延期或费用超支，双方将共同承担成本。 周一其他科技股同样走低，因投资者正在评估人工智能对企业软件的冲击，而甲骨文同样提供企业级应 用软件。 OpenAI 去年还开始从星门三方合作之外的其他供应 ...