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H&M shares jump 10% on third-quarter sales beat as turnaround takes pace
CNBC· 2025-09-25 07:51
Shares of H&M jumped on Thursday after the high street retailer posted better-than-expected results in the fiscal third quarter, and its turnaround strategy showed signs of gaining pace.Shares were up 10% by 8:48 a.m. London time (3:20 a.m. ET).Operating profit at the fashion retailer rose 40% year-on-year to 4.9 billion Swedish krona ($522 million), ahead of the 3.7 billion Swedish krona forecast by analysts in an LSEG poll.Net sales over the period, meanwhile, came in at 57 billion Swedish krona in the th ...
CNBC Daily Open: U.S. tech shares pull back amid growing AI bubble worries
CNBC· 2025-09-25 06:49
美股市场表现 - 个股和板块周三出现上涨但未能推动主要指数整体走强 [1] - 纳斯达克综合指数下跌0.34% 因英伟达和甲骨文等人工智能概念股出现回调 [2] 英特尔公司动态 - 英特尔股价大涨6.4% 因报道称公司正寻求苹果投资 可能形成与英伟达和美国政府的三方合作 [1] 人工智能板块 - 英伟达和甲骨文等主要人工智能概念股出现下跌 交易员可能因获利了结或对OpenAI 8500亿美元建设计划过于雄心勃勃的担忧而撤离 [2] 欧洲国防板块 - 欧洲国防股跳涨 因美国总统特朗普表示"乌克兰在欧盟支持下有能力夺回全部领土" [2] - 斯托克欧洲航空航天与国防指数上涨1.47% 但更广泛的斯托克欧洲600指数下跌0.19% [3] 投资策略观察 - 个股交易相比投资交易所交易基金显示出优势 特别是在板块分化明显的交易日 [3]
European stocks poised for mixed open ahead of U.S. jobs data
CNBC· 2025-09-25 06:39
Europe-listed stocks listed are expected to open in mixed territory on Thursday, as investors await the latest U.S. jobs data.Futures tied to the FTSE 100 were last seen trading 0.2% lower, while those linked to the German DAX index and France's CAC 40 were flat.On Thursday, the U.S. Labor Department will release its latest weekly jobs data. Federal Reserve Chair Jerome Powell said on Tuesday that the cooling labor market was overriding concerns about sticky inflation, prompting the central bank's first int ...
Roche targets becoming top 3 obesity player as experimental drug enters late-stage trial
CNBC· 2025-09-25 06:01
Swiss pharmaceutical firm Roche is targeting becoming a top three obesity player globally, posing a potential rival to heavyweights Novo Nordisk and Eli Lilly as it advances one of its experimental weight-loss drugs to a late-stage trial."I want you to know that I am serious about this goal," Teresa Graham, CEO of Roche Pharmaceuticals, told investors and analysts on at Roche's Pharma Day in London on Monday."We know how to break into new markets," she added.The drugmaker said earlier this week that its CT- ...
Nvidia's investment in OpenAI will be in cash, and most will be used to lease Nvidia chips
CNBC· 2025-09-25 02:34
投资规模与结构 - 英伟达对OpenAI的投资总额高达1000亿美元 将随着AI超算设施在未来几年陆续开放而支付[2] - 初始投资100亿美元将很快到位 用于支持OpenAI部署首个千兆瓦级容量数据中心[6] - 单个千兆瓦容量AI数据中心的建设成本约500亿美元 其中350亿美元用于支付英伟达GPU费用[4] 资金用途与分配 - 投资资金主要投向计算资源 几乎全部用于采购英伟达GPU[7] - 少量资金用于招聘、市场营销和运营支持[7] - OpenAI计划通过租赁而非预付方式获得英伟达GPU 将成本分摊至GPU使用寿命周期(最长5年)[3][4] 合作模式与风险分担 - 采用租赁安排使英伟达承担更多风险 OpenAI可延迟支付成本[4] - 甲骨文通过资产负债表支持数据中心的建设 德克萨斯州阿比林设施由甲骨文租赁[10][11] - 英伟达的长期承诺有助于OpenAI从银行获得更优惠的债务融资条款[9] 产能建设规划 - 首个数据中心将于2026年下半年投入运营[2] - 与甲骨文、软银合作的Stargate项目宣布五个新数据中心站点[18] - 俄亥俄州洛兹敦和德克萨斯州米拉姆县站点在未来18个月内可扩展至1.5千兆瓦容量[19] 行业影响与市场动态 - 计算能力短缺成为行业焦点问题 需要大型合作伙伴共同解决[11][12] - 英伟达市值达4.3万亿美元 主要受向OpenAI及谷歌、Meta、微软、亚马逊等科技巨头销售GPU驱动[13] - OpenAI私人市场估值达5000亿美元 依靠微软等公司的巨额投资支持其现金消耗[13] 财务策略与资本结构 - 作为非投资级初创公司 OpenA缺乏正现金流 融资成本高昂[8] - 公司认为股权融资是建设数据中心最昂贵的方式 正准备通过债务融资覆盖扩张的剩余资金需求[8][9] - 公司强调通过向消费者和企业销售服务获得收入 以支付数据中心和芯片成本[15]
U.S. expands tariff dragnet to masks, syringes, pacemakers and robotics in sweeping import probe
CNBC· 2025-09-25 02:33
A Fanuc robotic arm moves bins of products during a media tour of the Amazon.com Inc. DAB2 fulfillment center in Daytona Beach, Florida, US, on Tuesday, Sept. 23, 2025. The DAB2 fulfillment center is Amazon's seventh robotics fulfillment center in Florida. Photographer: Miguel J. Rodriguez Carrillo/Bloomberg via Getty ImagesThe Trump administration has launched national security investigations into imports of robotics, industrial machinery and medical devices, a move that could pave the way for fresh tariff ...
CNBC Daily Open: Rallies of individual stock couldn't push up major indexes
CNBC· 2025-09-25 01:20
Traders work on the floor of the New York Stock Exchange during morning trading on Sept. 17, 2025 in New York City.Individual equities and separate sectors popped Wednesday, but collectively, their moves weren't forceful enough to lift indexes.Beleaguered American chipmaker Intel is finding itself in slightly less prickly situations lately. Its shares jumped 6.4% Wednesday on reports that it is seeking an investment from Apple — which would form a ménage à trois with Nvidia and the U.S. government.Still, th ...
Here's why Jim Cramer is more cautious on speculative stocks
CNBC· 2025-09-24 22:47
CNBC's Jim Cramer on Wednesday said he's becoming more careful when it comes to highly-speculative stocks, saying it's time for investors to worry about market froth."I can no longer be so sanguine about these super speculative stocks that keep roaring around here. I can no longer just say it's going higher," he said. "I will be more circumspect in the future."Cramer said he's felt speculative stocks would largely keep roaring because there is such high-demand for them. But he said it's now worthwhile to "f ...
U.S. Latino immigrants generate $1.6 trillion in GDP, report says
CNBC· 2025-09-24 22:46
People seen holding Puerto Rican flag during the annual Puerto Rican Day Parade on 5th Avenue in New York City.U.S. Latino immigrants accounted for $1.6 trillion in GDP in 2023, according to a new research report by the Latino Donor Collaborative, contributing to an overall purchasing power for U.S. Latinos of $4.1 trillion. The 2023 data is the most recent year included in the study.U.S. Latino GDP, measuring the economic impact of the cohort, was up 50% in 2023 from 2015, boosted by increasing education, ...
'Jimmy Kimmel Live!' return draws 6.26 million viewers, ABC parent Disney says
CNBC· 2025-09-24 22:00
JIMMY KIMMEL LIVE! "Jimmy Kimmel Live!" airs every weeknight at 11:35 p.m. ET and features a diverse lineup of guests that include celebrities, athletes, musical acts, comedians and human interest subjects, along with comedy bits and a house band. The guests for Monday, June 16 included Steve Martin ("5 Days Out, 2 Days Back"), Zach Cherry ("Severance"), and musical guest Steve Martin with Alison Brown & Tim O'Brien.Randy Holmes | Disney General Entertainment Content | Getty Images ...