Today's the day for the event that Apple says will leave us in "awe."The tech giant is expected to make some big product announcements during its "awe dropping" event in Cupertino, including the new iPhone 17 line-up. The fall event is Apple's biggest day of the year as Tim Cook and other executives make their annual sales pitch for why customers should upgrade to the latest phone. Although Apple has kept its plans for today hush-hush, analysts and tech industry insiders say they're expecting a new slimm ...

When Brian Niccol joined Starbucks on September 9, 2024, he had a tall order ahead of him.Niccol, a retail veteran who led successful turnarounds at Taco Bell and Chipotle, joined the Seattle-based coffee chain at a low point in its business. Customers complained about long wait times, a buggy app, and understaffed stores that struggled to consistently deliver quality products. In July, the company reported six straight quarters of declining sales from Q2 in 2024 through Q3 of 2025.Upon taking the helm, ...

Japan's tariff negotiator said the US tariffs on Japanese goods will go down. Ryosei Akazawa, Japan's minister of economic revitalization, who has been steering trade talks with the US, made the announcement via an X post on Tuesday.In his post, Akazawa said that on Tuesday, September 16, the tariffs imposed by the US on Japan will be revised. He added that tariffs on automobiles and automotive parts from Japan will also be reduced. This is the latest development in negotiations between the US and Japan, ...

行业转型趋势 - 私人市场行业从主要服务机构投资者转向积极拓展高净值零售投资者市场 过去十年行业资金主要来自机构投资者 普通投资者只能通过养老金获得少量 exposure[1] - 行业近期重点关注401(k)退休账户投资者 受特朗普政府行政命令推动 私人股权基金有望覆盖数百万美国人的退休账户[4] 市场拓展挑战 - 获取零售投资者业务进展缓慢且成本高昂 Blue Owl联合CEO表示公司曾每年投入数千万美元却未能获得实质性进展[2][3] - 销售策略需要对接财务顾问渠道 单个顾问销售金额可能低至5万美元 需要持续开发新顾问资源[11] - 行业巨头投入数百万美元开发零售渠道 包括阿波罗的技术投资和财务顾问教育 以及Ares聘请摩根士丹利26年老将Raj Dhanda领导业务[5] 公司发展历程 - Blue Owl联合CEO于2016年离开黑石创立Owl Rock时即开始布局私人财富市场 黑石同期更早进入该市场[6] - Owl Rock最初组建50-60人零售团队时遭遇资金零流入的困难阶段[7] - 经过长期坚持最终获得成功 Blue Owl目前在该财富渠道市场份额位居行业第二[10]

NBCUniversal is the latest major media company to call its employees back into the office. The company told employees on Monday that starting on January 5, 2026, NBCU's hybrid employees would be required to work in person at least four days a week. Workers would still have the option to work remotely on Fridays."We are better when we are together," said Adam Miller, NBCUniversal's chief operating officer, in a memo viewed by Business Insider. "As we have all experienced, in-person work and collaboration sp ...

Netflix, it's time to deepen your embrace of romance. That's one takeaway from a new report that crunched the numbers on how many viewing hours Netflix gets from different genres versus how much money it spends on them.The report by media veteran Hernan Lopez, founder of research firm Owl & Co., shows that Netflix gets the most bang for its buck from genres including romance, comedy, and kids and family. The report is based on Netflix's engagement reports and data from Ampere Analysis. Those three categor ...

市场份额变化 - 特斯拉在美国电动汽车市场份额从2017年10月以来首次跌破40% 降至38% [1] - 特斯拉曾占据美国电动汽车市场超过80%份额 但近期面临挑战 [2] 财务表现 - 公司最新财报显示车辆交付量和收入未达预期 出现十年来最大同比收入下滑 [2] - 公司归因于宏观经济环境不确定性 包括关税变动 财政政策调整和政治情绪影响 [2] 战略重心转移 - 特斯拉将更多注意力转向人工智能和人形机器人Optimus [3] - 公司发布第四份"宏图计划" 马斯克称公司约80%价值最终将来自Optimus而非汽车产品线 [3] 竞争环境与行业观点 - 竞争对手正在抢占市场份额 [3] - 行业专家指出当汽车公司缺乏新产品时 市场份额会开始下降 [4] 管理层动向 - 董事会提出为马斯克制定1万亿美元薪酬方案 [3] - 马斯克表示由于9月底联邦电动汽车税收抵免到期和监管环境 公司可能经历几个艰难季度 [2]

BYD has set its sights on Tesla's European backyard. The Chinese EV maker announced on Monday that it would nearly triple the number of sales and service locations in Germany, the home of Tesla's European gigafactory, by the end of 2026.The German expansion comes as part of a larger European push that will see the number of BYD stores on the continent double to more than 2,000 next year, executives said in a press conference at the IAA Mobility summit in Munich. BYD, China's biggest automaker, has bet hea ...

交易核心条款 - 美国政府投资89亿美元获得英特尔约99%股权[7] - 投资资金主要来自2022年芯片与科学法案的拨款[7] - 交易使美国政府成为英特尔最大单一投资者[7] 政治反应 - 进步派议员桑德斯对政府持股表示认可但要求附加劳工和外包限制条件[1][11][12] - 共和党参议员保罗批评政府持股是迈向社会主义的错误举措[3] - 特朗普政府表示同时追求自由市场政策和纠正美国落后政策[3][4] 交易背景 - 交易前特朗普曾要求英特尔CEO辞职因其与中国公司联系[8] - 白宫会议后迅速达成投资协议[8] - 国家经济委员会主任哈塞特暗示这可能是一系列交易的首例[9] 政策对比 - 该交易与桑德斯和沃伦2022年提出的芯片法案修正案类似[9][10] - 原修正案要求受助公司向政府发行认股权证或股权[10] - 沃伦批评政府放弃芯片法案原有的劳工和股票回购限制条件[12] 行业影响 - 进步派议员要求政府利用持股推动公司签署劳工中立协议[14] - 民主党议员认为需要更全面的产业政策而非个别公司协议[14][15] - 部分观点认为政府应确保投资回报并限制工作岗位外流[12][14]

新薪酬方案核心条款 - 特斯拉提出需股东批准的新薪酬方案 要求CEO将公司估值提升至8.5万亿美元[1] - 该方案规模和企业增长要求均属史无前例[1] 股权解锁条件 - 首部分股权解锁需公司估值翻倍至2万亿美元[3][5] - 最终股权解锁需估值达8.5万亿美元 相当于英伟达市值的两倍[5] - 方案包含12项运营里程碑：未来十年销售1200万辆汽车和100万台Optimus机器人[6] - 需将调整后收益从2024年166亿美元提升至4000亿美元[6] - 4000亿美元收益目标远超微软(1627亿)和苹果(1346.6亿)最新财年业绩[6] 公司治理要求 - 方案要求建立CEO继任框架作为全额兑现条件[10] - 薪酬分期兑现周期为10年[10] 管理层激励与风险 - 董事会警告若方案未获批准 CEO可能离职[14] - 公司指出万亿薪酬方案仍可能不足以留住CEO[14] - 法律挑战风险可能影响方案实施[15] 控制权变更 - 若达成目标 Musk投票权持股将从13%升至至少25%[19] - 结合先前搁置的薪酬方案 投票权可能最终达29%[20] - 25%控制权水平是CEO推进AI和机器人业务的舒适区间[19] 薪酬设计理念 - 董事会认为与其他CEO薪酬对比不具相关性[25] - 特殊委员会基于绩效付费框架设计 目标设定为"前所未见的雄心水平"[25] - 新方案规模远超2018年468亿美元薪酬计划(已被法院否决)[24]