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Can AI boom drive Nvidia to a $4tn valuation despite investor doubt?
The Guardian· 2024-07-02 05:00
When Jensen Huang spoke at the Nvidia annual general meeting last week, he made no mention of a share price slide.The US chipmaker, buoyed up by its key role in the artificial intelligence boom, had briefly become the world’s most valuable company on 18 June but the crown slipped quickly. Nvidia shed about $550bn (£434bn) from the $3.4tn (£2.68tn) peak market value it had reached that week, as tech investors, combining profit-taking with doubts about the sustainability of its rocketing growth, applied the b ...
Chewy shares surge as filing shows ‘Roaring Kitty' takes stake
The Guardian· 2024-07-01 13:47
文章核心观点 投资者基思·吉尔买入宠物产品电商零售商Chewy 6.6%的股份,引发其股价波动,此前他曾引发2021年迷因股热潮 [1][8] 分组1:迷因股相关情况 - 迷因股由社交媒体上的迷因推动,三年前业余交易员在Reddit等平台动员推高GameStop股价使其首次成为一股力量 [2] - 他们的买入引发GameStop市值短暂大幅上涨,让做空该公司的对冲基金遭受重大损失 [5] 分组2:Chewy公司情况 - Chewy在线销售宠物食品和药品,2024年迄今股价上涨15%,此前三年因疫情后宠物消费热潮消退而下跌 [3] - 过去几个季度尽管消费者非必需消费品支出疲软,其销售额保持稳定,“宠物拟人化”是其战略关键部分 [7] - 周一盘前Chewy股价上涨15%后大幅反转,纽交所开盘后回吐所有涨幅并下跌,上午10点下跌1.6% [8][9] - 申报文件显示吉尔持有Chewy 900万股,按周五收盘价计算价值约2.45亿美元,将成为第三大股东 [10] - 有分析师称吉尔对Chewy的兴趣可能受该宠物零售商由GameStop首席执行官瑞安·科恩创立这一事实影响 [12] 分组3:投资者基思·吉尔情况 - 吉尔以在Reddit和YouTube上发帖闻名,曾带领散户投资者支持GameStop,2021年热潮后沉寂多年,近几个月重新出现 [11] - 吉尔在社交媒体平台X上发布一张未配文的小狗图片,曾在周四短暂推动Chewy股价接近一年高位 [1]
Meta breaches digital rules by charging users for ad-free social networks, EU claims
The Guardian· 2024-07-01 12:05
文章核心观点 - Meta公司推出"付费或同意"的广告模式,要求用户要么支付月费获得无广告版本,要么同意使用个人数据进行个性化广告投放[1][2][3][4] - 欧盟委员会认为这种模式违反了《数字市场法案》,因为它"强迫用户同意"收集来自多个平台的个人数据,且不允许用户选择使用较少个人数据的类似服务[3][4] - 欧盟委员会要求Meta公司推出使用较少用户数据的"等同"版本的Facebook和Instagram[5] - Meta公司表示该模式旨在遵守《数字市场法案》等监管要求,将继续与欧盟委员会建设性地互动[6][7] - 如果被认定违反《数字市场法案》,Meta公司可能面临高达全球营业额10%的罚款,相当于135亿美元[10] 公司相关 - Meta公司推出"付费或同意"的广告模式,要求用户要么支付月费获得无广告版本,要么同意使用个人数据进行个性化广告投放[1][2][3][4] - Meta公司表示该模式旨在遵守《数字市场法案》等监管要求,将继续与欧盟委员会建设性地互动[6][7] - 如果被认定违反《数字市场法案》,Meta公司可能面临高达全球营业额10%的罚款,相当于135亿美元[10] 行业相关 - 欧盟委员会认为Meta公司的"付费或同意"模式违反了《数字市场法案》,因为它"强迫用户同意"收集来自多个平台的个人数据,且不允许用户选择使用较少个人数据的类似服务[3][4] - 欧盟委员会要求Meta公司推出使用较少用户数据的"等同"版本的Facebook和Instagram[5]
US accused of offering Boeing ‘sweetheart deal' over fatal crashes
The Guardian· 2024-06-30 21:42
文章核心观点 - 美国司法部将对波音公司提出欺诈指控,但计划提供认罪交易 [1][2] - 这一提议引发了遇难者家属的愤怒,他们认为这是"另一个甜蜜的认罪交易" [3][5][6] - 根据提议,波音公司将支付罚款,接受3年缓刑和接受公司监督 [4] - 遇难者家属表示,这一交易"完全没有提及或认可受害者的尊严" [6] - 家属将向法官和公众提出反对这一交易的理由 [6][12] 公司相关 - 2018年10月和2019年3月,波音737 MAX两次坠机事故共造成346人死亡,导致该机型全球停飞近2年 [8] - 2021年,司法部与波音达成一项有争议的交易,使公司免于面临共谋欺诈的刑事指控 [9] - 今年初,波音一架全新737 MAX在中途遭遇舱门爆裂事故,司法部称波音违反了此前的协议 [10] - 家属律师认为,这次提议的交易是"没有问责的交易",不会承认波音的犯罪导致346人死亡 [12][13] 行业动态 - 作为波音的关键供应商,Spirit AeroSystems同意被波音以40亿美元收购 [13]
Tesla recalls majority of Cybertrucks for fourth time
The Guardian· 2024-06-25 15:34
Tesla said on Tuesday it was recalling most Cybertrucks in the United States over issues with their windshield wipers and exterior trim.The National Highway Traffic Safety Administration says Tesla has now issued four recalls for its 2024 Cybertruck.Tesla said it is recalling 11,688 Cybertrucks from the 2024 model year because the front windshield wiper motor controller failed due to excessive electrical current. Non-functioning wipers could increase the risk of a crash in wet weather. The wiper recall cove ...
Apple found in breach of EU competition rules
The Guardian· 2024-06-24 08:26
Apple has been found to be in breach of sweeping new EU laws designed to allow smaller companies to compete and allow consumers to find cheaper and alternative apps in the tech business’s app store. The European Commission, which also acts as the EU antitrust and technology regulator, said it had sent its preliminary findings to Apple following an investigation launched in March.In preliminary findings, against which Apple can appeal, the European Commission said it believed its rules of engagement did not ...
Apple delays launch of AI-powered features in Europe, blaming EU rules
The Guardian· 2024-06-21 19:01
文章核心观点 - 苹果公司将推迟在欧洲推出3项新的人工智能功能,因为欧盟的竞争规则要求公司确保竞争对手的产品和服务可以与其设备兼容[1][2][3][4] - 这些功能将于今年秋季在美国推出,但要到2025年才会在欧洲推出[1] - 苹果公司表示,欧盟的《数字市场法案》(DMA)导致了监管不确定性,这是推迟推出这些功能的原因[2] - 苹果公司认为,欧盟的法规将迫使其损害设备的安全性,这是其一贯的论点,但欧盟官员已经反驳过这一论点[3][4] - 欧盟委员会表示,只要苹果公司遵守当地法律,它就会受到欢迎[5] 功能概述 - 苹果公司在年度开发者大会上推出了Apple Intelligence,这是一套集成了ChatGPT和Siri的人工智能功能[6] - 这些功能可以让用户通过语音提示搜索网络、生成图像或文本,并可以查看手机的电子邮件、短信和照片[7] - 这些功能将适用于iPhone 15 Pro、iPhone 15 Pro Max以及配备M1芯片及更新版本的iPad和Mac[8] - iPhone Mirroring on MacOS Sequoia功能可以让用户在Mac电脑上查看和操作手机屏幕[8] 隐私保护 - 苹果公司强调,其新的人工智能功能将以用户的个人环境为基础,如日常习惯、人际关系和通信等[10] - 苹果公司表示,将与欧盟委员会合作,寻求一种解决方案,使其能够在不损害用户安全的情况下向欧盟客户提供这些功能[9]
Nvidia becomes world's most valuable company amid AI boom
The Guardian· 2024-06-18 17:44
Nvidia became the world’s most valuable company on Tuesday, dethroning tech heavyweight Microsoft, as its chips continue to play a central role in a race to dominate the market for artificial intelligence.Shares of the chipmaker climbed 3.2% to $135.21, lifting its market capitalization to $3.326tn, just days after overtaking the iPhone maker Apple to become the second most valuable company.The stock has surged about 173% so far this year, compared with a rise of about 19% in Microsoft shares, with demand f ...
FAA investigates after Southwest plane drops to ‘within 400ft' of Pacific Ocean
The Guardian· 2024-06-16 16:54
The Federal Aviation Administration is investigating after a Southwest Airlines flight reportedly plunged to “within 400ft” of the Pacific Ocean during a flight.A memo distributed to Southwest pilots, obtained by Bloomberg, said that the Boeing 737 Max 8 plunged at a rate of 4,000ft a minute off the coast of Hawaii, coming within hundreds of feet of the ocean before climbing to safety.News of the incident comes as investigators said a Southwest-operated Boeing 737 Max 8 sustained significant damage after it ...
Tesla shareholders approve CEO Elon Musk's $45bn pay package
The Guardian· 2024-06-13 21:13
Tesla shareholders have approved a $45bn pay deal for CEO Elon Musk, following a fiercely contested referendum on his leadership.The result, announced on Thursday, comes as the billionaire tycoon fights to retain the largest-ever compensation package granted to an executive at a US-listed company.“I just want to start off by saying, hot damn, I love you guys!” a gleeful Musk said as he appeared on stage following the vote.The vote took place after a Delaware judge nullified Musk’s payment – then worth aroun ...