核心观点 - Meta近期与多家新闻机构就AI工具内容授权进行谈判 标志着公司在新闻内容付费策略上的重大转变 [1][4] 谈判进展 - 谈判对象包括Axel Springer、Fox Corp和News Corp等新闻集团 涉及新闻及其他内容在AI机器人中的应用授权 [1][2] - 部分谈判仍处于早期阶段 可能不会立即达成协议 [4] - 公司近期才开始与更多出版商展开广泛谈判 去年10月仅与路透社达成AI内容授权协议 [8] 历史策略对比 - 多年前曾签署价值数千万美元协议 引入纽约时报、华盛顿邮报等新闻内容至News Tab功能 [5] - 2022年宣布逐步取消对出版商的付费 因用户并非主要为获取新闻而使用Facebook [5] - 终止协议后出版商来自Facebook的流量减少 但近期部分出版商流量出现回升 [6] 行业动态 - AI技术对出版行业造成重大冲击 科技公司未经许可抓取网站内容训练大语言模型 [6] - 出版商声称谷歌AI摘要等新功能严重削弱其网站流量 [7] - 出版企业尝试通过技术手段阻止AI爬虫未经补偿的内容抓取 [8] 竞争格局 - 竞争对手更快与媒体集团签署协议 OpenAI已与News Corp、Axel Springer等达成授权 [8] - 亚马逊与纽约时报达成类似内容授权合作 [9]

投资交易 - 英伟达宣布投资50亿美元于英特尔 使其获得约4%股权[1][2][5] - 交易价格为每股23.28美元 略低于周三收盘价24.90美元但高于美国政府20.47美元的入股价格[6] - 英特尔近期累计获得软银20亿美元投资和美国政府57亿美元投资 资本储备持续增加[10] 战略合作 - 双方将联合开发PC和数据中心芯片 涉及"多代"产品规划[7] - 合作不包括英特尔的晶圆代工业务 即不会为英伟达生产芯片[5] - 英特尔将为英伟达AI芯片设计定制数据中心中央处理器 通过专有技术实现高速芯片通信[17][18] 市场竞争影响 - 协议对台积电构成潜在风险 目前台积电生产英伟达旗舰处理器[13] - AMD在数据中心芯片供应领域面临压力 股价下跌4.6%[13][19] - 联合芯片产品将对AMD自主研发的AI服务器和博通的芯片互连技术形成竞争挑战[20] 技术整合 - 高速互连技术成为AI市场关键差异化因素 多芯片协同处理海量数据需求旺盛[18] - 消费市场方面 英伟达将向英特尔提供定制图形芯片 增强其PC处理器竞争力[21] - 英特尔x86架构虽市场份额下滑 但在数据中心和PC领域仍保持主导地位[21] 管理层与政策背景 - 英特尔三月任命新CEO Lip-Bu Tan 因与中国关系受到美国政界质疑[3] - 美国政府获得英特尔10%股权 白宫促成了这一特殊安排[3] - 英伟达CEO Jensen Huang与特朗普总统共同出席公开活动 交易被认为符合美国政策导向[9][23]

ABC’s suspension of “Jimmy Kimmel Live!” over the host’s comments about slain conservative activist Charlie Kirk has ignited a fierce backlash as left-leaning social media users and influencers are now calling for boycotts of the network and its parent company, Disney.Hashtags like #BoycottDisney and #BoycottABCNetwork trended on X and Bluesky, where users posted screenshots canceling Disney+ subscriptions, citing Kimmel’s removal as the reason.“Boycott everything affiliated with ABC and Disney. Pass it on, ...

Starbucks workers in three states took legal action against the coffee giant Wednesday, saying it violated the law when it changed its dress code but refused to reimburse employees who had to buy new clothes.The employees, who are backed by the union organizing Starbucks’ workers, filed class-action lawsuits in state court in Illinois and Colorado. Workers also filed complaints with California’s Labor and Workforce Development Agency. If the agency decides not to seek penalties against Starbucks, the worker ...

Spirit Airlines will be reducing its flight capacity by a staggering 25% year-over-year, bringing with it a wave of job cuts starting in November, according to a company memo.The devastating downsizing is being done to “optimize our network to focus on our strongest markets,” Spirit Airlines CEO Dave Davis announced to employees in the note obtained by The Post.“These evaluations will inevitably affect the size of our teams as we become a more efficient airline,” Davis acknowledged. 3 Spirit Airlines pla ...

Cracker Barrel on Wednesday released its fourth quarter earnings results, but much of the attention centered on the restaurant chain’s swift reversal of its controversial logo redesign that went viral online.The company — based out of Lebanon, Tennessee — reported total revenue of $868 million, down 2.9% from the same quarter last year. The company also said that traffic has fallen 8% since the August rollout of its simplified, text-only logo. Shares tumbled nearly 10% in after-hours trading on Wednesday. O ...

美联储利率决议 - 美联储于周三降息25个基点至4%至4.25%区间 这是自2024年12月以来首次降息[1] - 美联储官员斯蒂芬·米兰投下唯一反对票 主张更大幅度的50个基点降息[1] 政策立场转变 - 美联储政策声明指出降息是基于"风险平衡的变化" 呼应主席鲍威尔在杰克逊霍尔会议的表态[4] - 货币政策重心从抑制通胀转向关注劳动力市场疲软 认为关税可能仅带来一次性价格影响[4] 经济背景与市场反应 - 央行此前推迟降息因担忧关税政策重新推高通胀 夏季通胀数据确实有所回升[2] - 道琼斯工业平均指数飙升414点（0.9%） 创下盘中新高纪录[7] 未来政策预期 - 市场关注美联储是否会在10月会议上实施连续降息 官员6月曾预测今年将有两次降息[7] - 特朗普总统持续向美联储施压要求降息 近期更公开批评鲍威尔"不称职"[7] 人事变动情况 - 米兰在周二美联储两天会议开始前几分钟才宣誓就任理事会成员[8] - 理事丽莎·库克参与投票 特朗普政府曾以抵押贷款欺诈指控试图将其免职[8]

President Trump’s potential deal to avoid a TikTok ban is taking shape – with several prominent US tech and investor firms set to take majority control of the China-owned app.Under the proposed terms, a group including billionaire Larry Ellison’s Oracle, Silver Lake and Andreessen Horowitz would form a new entity overseeing TikTok’s US operations, The Wall Journal reported, citing people familiar with the matter.The US group will reportedly own a combined stake of approximately 80%, with Chinese investors h ...

A Wells Fargo banker who had been barred from leaving China for several months has finally been released back to the US, a company spokesperson confirmed to The Post.Chenyue Mao – an Atlanta-based managing director at Wells Fargo who was traveling in China for work – has already left China, several news outlets reported.Her exit ban was lifted following talks this week between US and Chinese officials, the Washington Post first reported. 3 Chenyue Mao, an Atlanta-based managing director at Wells Fargo. T ...

US retail sales showed surprising strength during the back-to-school season – a sign that Trump’s tariffs haven’t yet cowed shoppers as the Federal Reserve weighs a decision on cutting rates.Excluding cars, retail sales rose 0.7% in August from the previous month– far above estimates of a 0.4% rise, the Commerce Department said Tuesday. Overall retail sales increased 0.6%.The upbeat report defied projections of a spending slump last month as hiring slowed and inflation picked up. Consumers have continued to ...