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‘Jimmy Kimmel Live!' Will Return Tuesday Following Charlie Kirk Controversy
Forbes· 2025-09-22 19:55
ToplineThe Walt Disney Company—following major criticism from an ex-CEO and an ex-U.S. president—announced Monday late-night show host Jimmy Kimmel would return to ABC on Tuesday, a week after he was suspended for a monologue that criticized Republicans and Donald Trump after the murder of conservative leader Charlie KirkKimmel's show will return Tuesday. (Photo by Randy Holmes/Disney via Getty Images)Disney via Getty Images ...
Nvidia/OpenAI Deal: Chipmaker Investing 100 Billion In ChatGPT Maker
Forbes· 2025-09-22 18:50
ToplineChip designer Nvidia will invest up to $100 billion in OpenAI, the companies announced Monday, creating a partnership that will focus on the development of artificial intelligence data centers and AI superintelligence.The agreement was announced Monday. (Photo Illustration by Idrees Abbas/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesKey FactsOpenAI will use at least 10 gigawatts worth of Nvidia systems for infrastructure used to train AI models (comparatively, 10 g ...
FedEx Delivers Q1 Beat, Cautiously Optimistic FY26 Outlook
Forbes· 2025-09-22 18:25
财务业绩概览 - 2026财年第一季度营收同比增长3%至2226亿美元,超出市场预期 [2] - 第一季度调整后每股收益同比增长6%至383美元,高于分析师预期的359美元 [2] - 核心业务联邦快递部门营收同比增长4%至191亿美元,调整后营业利润飙升17%至116亿美元 [5] - 联邦快递货运部门营收同比下降3%至226亿美元,调整后营业利润下降16%至369亿美元 [6] - 季度内通过5亿美元股份回购和345亿美元股息向股东返还845亿美元,股息收益率约25% [9] 2026财年业绩指引 - 公司恢复2026财年业绩展望,预计营收增长4%至6% [3] - 预计2026财年调整后每股收益在1720美元至1900美元之间 [3][10] - 公司预计通过结构性成本削减实现10亿美元永久性转型相关节省 [10] - 预计资本支出约为45亿美元,专注于网络优化和自动化 [11] 战略转型与运营举措 - Network 20转型计划持续推进,第一季度在美国和加拿大再优化70个站点,总计达360个 [13] - 通过“三色”战略灵活调整网络,将紫色尾翼跨太平洋出港运力同比减少25%,环比减少近10% [12] - 商业战略聚焦高价值垂直领域,美国国内中小型企业部门第一季度营收同比增长超10% [13] - 医疗保健业务保持增长势头,新开通都柏林-印第安纳波利斯航线,将运输时间缩短一整天 [13] 联邦快递货运分拆进展 - 联邦快递货运分拆为独立上市公司计划按部就班进行,预计于2026年6月完成 [7] - 公司已向美国证券交易委员会提交保密Form 10文件,并申请美国国税局私人信函裁决 [7] - 新公司组建专用销售团队进展顺利,近半数计划职位已就位 [8] - 分拆后新公司将在纽约证券交易所上市,交易代码为FDXF,计划于2026年春季在纽约举行投资者日 [8] 资本结构与财务状况 - 季度末现金余额为62亿美元,总债务为211亿美元,租赁负债为167亿美元 [9] - 截至2025年8月31日,根据2024年回购授权仍有16亿美元可用于股份回购 [9] - 公司计划在有利市场条件下继续回购股份 [9]
Governments Pour Billions Into Chips And AI Infrastructure To Fuel Arms Race
Forbes· 2025-09-22 18:03
Laboratory technician holds a powerful processor in his hands. CPU computer processor shallow focus. CPU socket of the computer's motherboard. Concept of computer, motherboard, hardware and technologygettyOne of the most critical resources in 2025 is compute power. Chips and the data centers that house them have become the 21st-century equivalent of oil refineries and power plants, and governments are increasingly treating them as such.Policymakers around the globe, from Washington to London to Beijing, are ...
Nvidia Keeps Minting New Coreweave-Style AI Data Center Unicorns
Forbes· 2025-09-22 17:41
One of Jensen Huang's biggest bets from his promise for Nvidia to invest $2.7 billion into British AI startups was a tiny data center operator Nscale.Getty Images“I’ve never seen a startup take off like that before.” That was Nvidia’s cofounder and CEO Jensen Huang’s take on Nscale, a tiny London-based startup that pivoted from mining crypto to winning deals to power OpenAI’s data centers in just two years.Nscale has emerged as one of the biggest winners from the $200 billion of deals announced last week as ...
ExxonMobil Adds Another Major Project To Its Guyana Oil Bonanza
Forbes· 2025-09-22 16:10
项目进展 - 埃克森美孚主导的财团就圭亚那Stabroek区块第七个重大项目Hammerhead达成最终投资决定 预计2029年实现首产 [2] - 财团近期将Stabroek区块总产能提升至90万桶/日 较原计划提前实现 其中第四个项目Yellowtail产能达25万桶/日 [4] - 第五和第六个项目Uaru与Whiptail目前在建 分别计划于2026年和2027年投产 [5] 投资规模 - Hammerhead项目资本支出预计68亿美元 包含18口生产井和注入井 [6] - 七个已批准项目总投资额超过600亿美元 [6] 合作架构 - 财团由埃克森美孚担任运营商并持有45%工作权益 中海油持有25% 雪佛龙持有30% [3] - 雪佛龙通过530亿美元收购赫斯公司于今年正式成为财团合作伙伴 [3] 运营支持 - Hammerhead项目采用日本MODEC公司提供的FPSO装置 该公司在18个产区拥有资产和运营经验 [7] - MODEC已建立圭亚那船队运营维护协议 支持多个FPSO的长期运营维护 [7] 区域经济影响 - 圭亚那海上能源业推动该国成为全球增长最快经济体 人口仅80万 [8] - Stabroek区块自2019年投产以来 已向圭亚那自然资源基金注入超过78亿美元 [9]
Inflation, Financial Fragility, And Personal Debt: What The Polls Say
Forbes· 2025-09-22 15:40
It is hard to understate the importance of inflation in Americans’ concerns today. Not only is it almost always the top issue of concern for Americans in the polls, but people also think it is getting worse. Handling inflation is one of President Trump’s weakest areas. The polls document rising concerns about paying bills up and down the income scale and greater concern about debt.The Economist/YouGov mid-September survey found that 41% said their personal finances were the same as a year ago, but almost as ...
AI Will Boil The Oceans, And The Element Is Copper
Forbes· 2025-09-22 15:16
copper ore, macro photography, ore extraction mine, metal used in the production of conductive materialgettyThere wasn’t going to be enough copper even before AI. The expected demands for copper from the electrification of future technologies was already going to overwhelm supply, long before the AI revolution kicked off when ChatGPT became mainstream.Now, the demand for copper is entering an entirely new level – and the market doesn’t seem to have caught on, at least if you look at the copper chart.It’s ir ...
More Downside For KDP Stock?
Forbes· 2025-09-22 15:00
SHANGHAI, CHINA - AUGUST 28 2025: People have coffee at an outlet of Peet's Coffee in Shanghai, China Thursday, Aug. 28, 2025. Keurig Dr Pepper is close to a roughly $18-billion deal to buy Dutch coffee company JDE Peet's. (Photo credit should read WANG GANG / Feature China/Future Publishing via Getty Images)Future Publishing via Getty ImagesKeurig Dr Pepper (NASDAQ: KDP) has seen its stock fall 23% in 21 trading days. This decline is likely due to investor anxiety over the company's recent announcement to ...
What's Happening With STX Stock?
Forbes· 2025-09-22 14:25
CHONGQING, CHINA - JULY 27: In this photo illustration, a person holds a smartphone displaying the logo of Seagate Technology Holdings PLC (NASDAQ: STX), a leading provider of data storage solutions including hard drives and solid-state drives, on July 27, 2025 in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)Getty ImagesSeagate Technology stock (NASDAQ: STX) has surged, gaining 13% over the last five trading days alone and increasing the company’s market capitalization by approximately $6 ...