A "For Rent" sign in front of a building in the Capitol Hill neighborhood of Washington, DC, US, on Tuesday, Aug. 12, 2025.Rent growth was just 0.2% higher in July compared with June, which is far below the historical July average monthly growth of 0.7%. That is a notable shift from monthly gains that had been stronger than usual earlier this year."After a strong start to the year, single-family rent growth is clearly losing steam," said Molly Boesel, senior principal economist at Cotality. "In July, we bro ...

公司战略 - 摩根士丹利计划在2026年上半年通过E-Trade部门向零售客户提供加密货币交易服务[1][2] - 公司采用与初创企业Zerohash合作的伙伴模式 后者提供流动性 托管和结算支持 摩根士丹利同时对Zerohash进行了投资[2] - 公司正在开发强大的钱包基础设施 旨在成为客户数字资产的托管方 这被视为其更广泛战略的关键组成部分[3] 行业前景 - 公司认为加密货币领域具有巨大潜力 不仅将其视为客户的投资工具 更看好分布式账本技术(DLT)和更广泛的代币化应用前景[3] - 此次举措被公司视为财富管理行业的变革性时刻 加密货币交易服务只是整体战略的冰山一角[3]

Chicago Federal Reserve President Austan Goolsbee expressed caution Tuesday about lowering interest rates as the U.S. economy grapples with the forces of slower growth and a weaker labor market.While he joined the rest of the Federal Open Market Committee last week in voting to cut the central bank's key borrowing rate, he told CNBC that further moves would depend on economic progress."I'm OK with moving to be in a better spot, and I think eventually, at a gradual pace, rates can come down a fair amount if ...

Our top 10 things to watch Tuesday, Sept. 23 — Matthew J. Belvedere wrote this morning's newsletter with the help of Jeff Marks. 1. The S & P 500 was relatively flat Tuesday morning following a three-session winning streak. The index closed at a record high Monday, and so did the Nasdaq as tech stocks surged on Club holding Nvidia's gains after its OpenAI announcement . Looking ahead , Club name Costco reports earnings after Thursday's close, and the Federal Reserve's favorite inflation gauge is out Friday ...

公司供应链战略 - 比亚迪拥有深度内部技术开发能力 在疫情期间全球半导体短缺时未受影响 因能快速找到替代方案[1] - 公司对供应链控制力强 涵盖从汽车制造到电池开发等多个环节[2] - 始终具备备用技术方案作为保障[3] 英伟达芯片使用情况 - 未收到中国政府停止使用英伟达芯片的指令[2] - 英伟达Drive AGX Orin系统用于支持汽车自动驾驶功能 比亚迪是该产品客户[4] - 目前无迹象表明中国政府将禁止该自动驾驶系统[4] 地缘政治影响评估 - 英伟达H20 AI芯片曾先被禁止后获准销售 涉及美中收入分成协议[3] - 中国据报正劝阻本土科技公司购买英伟达AI芯片[4] - 高管认为任何国家都不太可能禁止汽车芯片 因中国市场份额对英伟达至关重要[5]

诉讼背景 - 亚马逊与联邦贸易委员会就Prime会员订阅欺骗指控展开为期约一个月的庭审 陪审团遴选于周一启动 周二进行开庭陈述 [1][2] - 诉讼由联邦贸易委员会于2023年6月提出 指控公司欺骗数千万用户注册Prime并阻挠取消 亚马逊否认存在不当行为 [1] Prime业务规模 - Prime服务自2005年推出后已成为全球最受欢迎订阅服务之一 拥有超过2亿全球会员 年费139美元 提供免费配送和流媒体内容等权益 [3] - 该业务为公司创造数十亿美元收入 Prime会员比非会员消费金额更高且购物频率更频繁 [3] 监管机构指控 - 亚马逊被指通过误导性界面设计违反竞争和消费者保护法 例如结账按钮未明确告知用户同时会同意周期性Prime订阅 [4] - 内部员工将注册流程问题称为"无声的癌症" 因明确调整会导致用户流失 数百万消费者在不知情情况下被注册 [5] - 取消流程需经过4个网页和15个选项 内部代号为"Iliad"（引用荷马史诗） 被描述为"迷宫机制" [6] 公司抗辩立场 - 亚马逊声称Prime注册和取消流程"清晰简单" 并始终保持条款透明度 [6] - 公司认为对于Prime这种规模的服务 个别用户误解不可避免 少量用户误解不构成违法证据 [6]

Crypto infrastructure startup Zerohash has raised $104 million in funding with backing from financial firms including Morgan Stanley and SoFi, CNBC has learned.The Series D round was led by Interactive Brokers, the global automated trading firm, and includes strategic investors who are also clients of Zerohash, founder and CEO Edward Woodford told CNBC in an interview. The company is valued at $1 billion, he said."We wanted to raise from the largest, most trusted brands in the world and have that be the bri ...

Major global semiconductor stocks rose on Tuesday after Nvidia announced plans to invest $100 billion in OpenAI.The deal between Nvidia and OpenAI is on a large scale. OpenAI plans to build and deploy Nvidia systems that require 10 gigawatts of power, which is equivalent to 4 million and 5 million graphics processing units (GPUs), according to Nvidia CEO Jensen Huang.The news sparked a rally on Wall Street, with positive sentiment flowing through to the global chip sector and especially touching companies w ...

Container backlog occurs at Longtan Port Container Terminal in Nanjing, Jiangsu Province, China, on September 21, 2025. (Photo by Costfoto/NurPhoto via Getty Images)The Organisation for Economic Co-operation and Development upgraded its global economic growth forecast on Tuesday, with many economies appearing more resilient than expected so far this year.The OECD now expects global growth of 3.2% this year, compared to the 2.9% expansion it had forecast in June. Expectations for 2026 were unchanged at 2.9%. ...

公司合作 - OpenAI与英伟达达成1000亿美元合作伙伴关系 涉及基础设施建设和处理器供应[2][4][6] - 合作谈判通过虚拟讨论和一对一会议完成 未涉及投资银行参与[5] - 英伟达将分10次向OpenAI投资 每次100亿美元 首轮估值锁定5000亿美元[13] 行业地位与影响 - 英伟达成为全球最具价值上市公司 市值达4.5万亿美元 公告当日增长1700亿美元[3] - OpenAI成为全球最知名初创企业 估值5000亿美元[3] - 该合作被描述为"规模巨大" 标志着科技行业资本和影响力向AI核心企业集中[3] 基础设施计划 - 合作项目将建设10吉瓦规模AI超算设施 首期站点预计明年下半年投入使用[9] - 所有OpenAI基础设施项目将纳入"Stargate"计划框架[8] - 已评估700-800个潜在选址 考量因素包括能源供应 审批时间表和融资条款[10] 融资与投资结构 - 投资采用分轮次结构 后续九轮各100亿美元将按当时估值定价[13] - OpenAI计划通过债务融资补充扩张所需资金[19] - 英伟达近期还向英特尔投资50亿美元 并向英国数据中心初创公司Nscale投资约7亿美元[12] 合作伙伴关系 - OpenAI在签约前一日才通知主要股东微软[7] - 与Oracle达成3000亿美元计算能力协议 期限五年从2027年开始[8] - 保持与多家云公司和芯片制造商合作 避免对单一供应商的依赖[11] 历史渊源与发展 - 双方合作可追溯至2016年 当时英伟达向OpenAI交付首台DGX超级计算机[14] - 英伟达去年10月参与OpenAI66亿美元融资轮 当时估值1570亿美元[16] - "Stargate"代号源于2025年11月OpenAI与软银孙正义的东京会议[16] 未来战略方向 - OpenAI考虑在未来一两年内推出商业云服务[21] - 公司需同时专注于AI研究 产品开发和基础设施挑战[5] - 基础设施团队正与软银讨论更广泛的融资和制造支持[22]