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Lucid's big SUV arrives with high expectations, and big risks
CNBC· 2025-12-20 13:30
In this articleRIVNTSLAwatch nowLucid Motors gets rave reviews from critics. But it's sorely lacking customers. That's a problem the company can't afford. The Arizona-based EV maker has top-shelf tech, deep-pocketed backers, and highly praised cars. However, it has struggled to meet production targets, and has been unable to steal the spotlight away from established luxury brands with century-old pedigrees. Lucid is ramping up production of its high-end, three-row, Gravity SUV, though it has sold only a few ...
Google was at risk of losing its dominance — until it promoted this AI executive
CNBC· 2025-12-20 12:00
公司核心人物与职责 - 乔希·伍德沃德自2025年4月起负责运营谷歌AI战略的核心产品Gemini应用,同时兼任谷歌实验室负责人[2][3] - 其被前谷歌实验室联合负责人评价为行动迅速、打破壁垒、执行力强,正处于谷歌最重要工作的中心[4] - 其面临的核心挑战是平衡快速发展以与OpenAI等对手竞争,同时避免AI产品造成潜在危害[13] 公司AI产品表现与里程碑 - Gemini应用中的图像生成功能Nano Banana在2025年8月底推出后迅速流行,导致公司基础设施过载,迫使谷歌暂时限制使用以减轻定制TPU芯片的负担[8] - 截至2025年9月底,Gemini应用生成的图像超过50亿张,并在苹果App Store上超越了OpenAI的ChatGPT登上榜首[9] - 谷歌在2025年10月表示,Gemini应用的月活跃用户从3月的3.5亿激增至6.5亿;AI Overviews的月用户达20亿[11] - 2025年11月,谷歌发布了更先进的Nano Banana Pro,但其生成内容因涉及刻板印象而面临批评[16] - 谷歌实验室的早期突破性产品是Project Tailwind,后演变为NotebookLM,该产品可分析用户上传的文件并提供摘要[19][20] 公司财务与市场表现 - 2025年第一季度,Alphabet股价下跌18%,为2022年以来最差季度表现[6] - 但截至报道时,Alphabet股价年内累计上涨62%,表现优于上涨13%的Meta等所有超大型同行[11] - 公司2025年10月财报将全年资本支出预期从之前的850亿美元上调至910亿至930亿美元,以投资AI基础设施[10] 公司产品开发与管理文化 - 伍德沃德帮助建立了名为“block”的系统,员工可上报障碍,由实验室内部团队处理,以规避公司官僚体系[31] - 其创立了“Papercuts”流程来解决产品中的小问题,例如在GeminiApp中实现无需重启即可在对话中途切换模型[33] - 其直接通过X和Reddit回应用户反馈,并将意见带给员工以解决问题[34] - 其提议并推动了面向员工的内部展示活动“Demo Slam”,该活动大获成功并于2025年5月举办了第二届[36][37] 行业竞争格局 - 行业专家预测消费者行为将从传统搜索转向AI应用,谷歌正努力将用户保留在其生态系统内[3] - OpenAI的ChatGPT在三年前推出,开启了生成式AI热潮,是谷歌的主要竞争对手[2] - OpenAI在2025年10月表示,ChatGPT每周用户达到8亿[11] - AI生成内容(如2024年底OpenAI发布的Sora)的激增,使普通消费者难以区分事实与虚构[13][14]
How Build-A-Bear went from a penny stock to a retail winner
CNBC· 2025-12-20 12:00
Build-A-Bear Workshop wasn't always a retail winner.The toy store, known for its interactive experience of building and accessorizing stuffed animals, has gone through a significant turnaround since CEO Sharon Price John took the helm of the company over a decade ago."When I first came in 2013, that assessment of the brand was strong," she told CNBC. "We don't have a broken brand, we have a broken business, and when you started doing interviews, you really understood how much this brand meant to people."The ...
Data center stocks can get on track if OpenAI raises money, Jim Cramer says
CNBC· 2025-12-19 23:53
CNBC's Jim Cramer on Friday explained how he thinks the data center sector can regain its footing on the market, saying OpenAI needs to raise cash to pay Oracle, one of its major partners."No matter what, OpenAI needs to raise a lot of money, and it needs to raise it now," he said. "Or else the whole data center edifice will go down and stay down."While artificial intelligence stocks managed to rally on Friday — with the tech-heavy Nasdaq Composite gaining 1.31% — the group has been under pressure in recent ...
Inside the dealmaking that pushed Trump to reclassify pot, expand access
CNBC· 2025-12-19 22:20
watch nowPresident Donald Trump's move Thursday to sign an executive order easing federal restrictions on marijuana — and clearing the way for a Medicare pilot program covering CBD — caps a coordinated, yearlong push by the cannabis industry that combined traditional lobbying, sizable political donations, data-driven messaging and direct outreach to the president's inner circle, industry insiders told CNBC.Despite long-standing GOP opposition to loosening drug laws — including a small wave of bills from law ...
Elon Musk's 2018 Tesla pay package musk be restored, Delaware supreme court rules
CNBC· 2025-12-19 21:27
Elon Musk, CEO of SpaceX and Tesla, attends the Viva Technology conference at the Porte de Versailles exhibition center in Paris on June 16, 2023.A shareholder named Richard J. Tornetta sued, filing a derivative action in 2018, accusing Musk and the Tesla board of a breach of their fiduciary duties.Musk's 2018 CEO pay package from Tesla, comprised of 12 milestone-based tranches of stock, was unprecedented at the time it was proposed. After it was granted, the pay plan made Musk the wealthiest individual in ...
Shoppers are focusing on quality, not deals, in the final days before Christmas
CNBC· 2025-12-19 21:08
watch nowWhile discounts drive purchasing in the early days of the holiday shopping season, consumers are shifting into more thoughtful, quality gifts in the back half of the season as total spending growth slows.U.S. consumers had spent $187.3 billion so far online between Nov. 1 and Dec. 12, up 6.1% from the same stretch last year, according to Adobe Analytics. Total holiday season e-commerce spend is still expected to cross $253 billion, which would be 5.3% above last year, with the growth rate slowing l ...
Starbucks brings in new chief technology officer from Amazon Grocery
CNBC· 2025-12-19 19:38
Anand Varadarajan, Amazon Vice President of product and technology and worldwide grocery stores speaks during the Delivering the future conference in Mt. Juliet, Tennessee, on October 9, 2024.Starbucks announced Friday that it has hired its new chief technology officer, Amazon veteran Anand Varadarajan. Varadarajan, who spent nearly 19 years at Amazon, most recently led technology and supply chain for the tech giant's worldwide grocery stores business.Varadarajan, who also previously held software engineeri ...
Nine of the largest pharma companies ink deals with Trump to lower drug prices
CNBC· 2025-12-19 19:34
President Donald Trump signs an executive order aimed at reducing the cost of prescription drugs and pharmaceuticals by 30% to 80% during an event in the Roosevelt Room of the White House on May 12, 2025, in Washington, DC.Several of the largest U.S. and European-based drugmakers inked deals with President Donald Trump on Friday to voluntarily sell their medications for less, as his administration pushes to link the nation's drug prices to cheaper ones abroad.That includes Merck, Bristol Myers Squibb, Amgen ...
Cramer says Boeing is a buy here — plus, Wells Fargo and bank stocks keep rolling
CNBC· 2025-12-19 17:31
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Friday's key moments. 1. Stocks were higher Friday, led by a rebound in Big Tech as the AI trade attempted to regain momentum. Nvidia stock jumped nearly 3% after Bernstein noted it is trading at 25 times forward earnings, landing it in the eleventh percentile of valuation over the past decade. That's cheap for the AI chip leader. Market strength carried across the semiconductor gr ...