「大空头」Michael Burry最新持仓：加码做空美光与英伟达，增持Lululemon等多只个股
7 月 31 日，「大空头」原型人物 Michael Burry 今日通过其 Substack 账号披露个人最新持仓调整表示，已进一步加码对美光科技（MU）的空头仓位，建仓均价约 880 美元；同时继续增加对英伟达（NVDA）的空头敞口，并加码做空半导体 ETF SOXX，均价约为 506 美元。与此同时，Burry…
Why Palantir’s stock is missing out on a big software rally
Geopolitical and valuation concerns are weighing down Palantir shares, while other software stocks ride a wave of rotation out of semiconductors.…
8点1氪丨李斌现身长鑫科技答谢晚宴；瑞幸打赢“泰国瑞幸”，获赔近2000万；澳门政府发布美素佳儿奶粉铅超标事件最新检测结果
今日热点导览 2026暑期档电影票房已突破57亿 茅台多地直营店：53度、500ml飞天茅台售价提至1719元/瓶 长鑫科技上市半日，7名高管晋升“10亿身家” 巴西总统卢拉：美持续在关税上对巴施压系战略错误 苹果公司称多项服务出现故障，包括App Store TOP 3大新闻…
As defense spending surges, these stocks could make you the most money
Palantir tops a screen of defense companies for growth through 2028, but most of the expected best growers are smallcap stocks. Source：MarketWatch
SpaceX's Nasdaq 100 inclusion comes with a historical warning
The largest IPO ever enters the Nasdaq 100. Previous additions like Palantir and Strategy saw volatility after the index inclusion rather than the start of new…
Palantir’s stock bounces back as analyst cheers company’s unique AI advantage
The software company’s shares have gotten off to a strong start this month following a weak run in June. Source：MarketWatch
Amazon is laying out $1 billion to follow Palantir’s AI playbook
Packages aren’t the only thing Amazon.com is delivering: The company is now sending engineers directly to clients in order to bolster artificialintelligence…
Laser weapons aren’t science fiction anymore — and they’re changing how defense stocks are valued
Why Palantir and Elbit are top plays in the booming counterdrone market. Source：MarketWatch
Why Palantir’s stock is having its worst month in years — even in the midst of an AI boom
Down over 30% since the beginning of June, shares of Palantir just hit a new 52week low Source：MarketWatch