Apple’s big push into AI – which the company insists stands for “Apple Intelligence” – could spark an upgrade “supercycle”, with the intense processing requirements for the souped-up Siri limiting it to only the most powerful iPhones currently on the market.The company risks angering users who will update to iOS 18 this autumn to discover that even a brand-new iPhone 15 is unable to run features such as automatic transcription, image generation and a smarter, more conversational voice assistant.Apple’s new ...

The manager of one of the largest pension funds in the US said it will vote against Elon Musk’s “ridiculous” pay deal as Tesla campaigns for its reinstatement.Shareholders in the electric carmaker are voting on the $56bn compensation package – the largest ever granted to an executive at a US-listed company – after it was thrown out by a Delaware judge earlier this year.Ahead of Tesla’s annual shareholders meeting Thursday, Chris Ailman, chief investment officer of the California State Teachers’ Retirement ...

Tim Cook, the Apple CEO, announced a series of generative artificial intelligence products and services on Monday during his keynote speech at the company’s annual developer conference, WWDC.The new tools mark a major shift toward AI for Apple, which has seen slowing global sales over the past year and integrated fewer AI features into its consumer-facing products than competitors.“It has to understand you and be grounded in your personal context like your routine, your relationships, your communications, a ...

文章核心观点 - 特斯拉CEO马斯克获得了创纪录的560亿美元薪酬方案,这引发了争议 [1][2][3] - 特斯拉正试图让股东再次批准这一薪酬方案,因为法院此前裁定该方案"难以理解" [4][5][6] - 特斯拉董事长表示,如果不批准这一薪酬方案,马斯克可能会减少对特斯拉的投入 [7][8] - 尽管两大代理公司反对这一薪酬方案,但特斯拉仍有望获得股东批准,因为马斯克在公司中拥有大量支持者 [9][10][11] - 这一投票不仅关乎马斯克的财富,也将考验代理公司在特斯拉这样的公司中的影响力 [11] 公司相关内容 - 特斯拉股价今年下跌28%,中国市场销量下滑,最新产品还出现了缺陷 [1] - 马斯克花大量时间处理其他公司事务或引发争议,这引发了一些投资者的不满 [1][17] - 特斯拉正试图通过这一薪酬方案来留住马斯克,并认为他是公司最大的资产 [9][18] - 特斯拉还提议将公司注册地从特拉华州迁移到德克萨斯州 [8] 行业相关内容 - 特斯拉的转型使其成为全球最有价值的汽车制造商,推动马斯克成为全球最富有的人之一 [3] - 特斯拉的薪酬方案与电动车需求和特斯拉股价的快速增长挂钩 [3] - 特斯拉正面临"五级风暴"般的行业挑战,增长放缓 [19] - 工会正试图在特斯拉工厂内部组织工人,要求公司分享利润 [16]

文章核心观点 - 2021年,零售交易者领导的一场运动引发了GameStop这家陷入困境的视频游戏连锁店股价的非凡飙升,引发了华尔街的慌乱 [1] - 尽管GameStop的故事被改编成了好莱坞电影,但其主角Roaring Kitty(Keith Gill)在此后的三年里一直保持沉默,直到最近才重新出现在社交媒体上 [1] - GameStop最新的财报显示,公司销售额大幅下降,并计划发行多达7500万股新股以利用股价的最新飙升 [2] - Roaring Kitty在直播中表示,尽管GameStop仍然亏损且难以找到自己在现代游戏行业的定位,但他仍然相信公司管理层能够实现公司的转型 [5] 公司情况总结 - GameStop是一家陷入困境的视频游戏连锁店,在2021年经历了股价的非凡飙升,但三年后仍然无法盈利,难以找到自己在现代游戏行业的定位 [2] - 公司最新财报显示销售额大幅下降,公司计划发行多达7500万股新股以利用股价的最新飙升 [2] - 公司没有召开财报电话会议,也没有解释业绩疲软的原因 [2] 行业情况总结 - 视频游戏行业正在经历转型,GameStop这样的传统实体游戏零售商面临着巨大挑战,难以找到自己的定位 [2][5]

文章核心观点 - 特斯拉董事长Robyn Denholm表示,如果股东不支持CEO埃隆·马斯克560亿美元的薪酬方案,马斯克可能会退出特斯拉,将更多时间投入到其他业务中 [1][2][3] - Denholm表示,2018年通过的这份薪酬方案旨在让马斯克继续专注于特斯拉,并保持动力去实现公司的宏大抱负 [5][6] - 这份薪酬方案要求马斯克在获得股票期权5年后才能出售,这显然不是为了钱,因为马斯克已经是世界第三大富豪 [7] 公司相关 - 特斯拉正在寻求将公司法律基地从特拉华州迁移到德克萨斯州,Denholm表示这将为特斯拉的增长和创新提供最佳平台 [13][14] - 分析师认为,如果薪酬方案被否决,马斯克可能会放弃CEO头衔,但不会完全退出特斯拉 [15][16] 行业相关 - 主要投资顾问公司ISS和Glass Lewis建议股东投票反对这份薪酬方案,称其过于高昂 [8] - 但特斯拉的前15大股东Baillie Gifford表示支持该方案,而前25大股东CalPERS则计划投票反对 [8]

Google will begin to delete everything it knows about users’ previously visited locations, the company has said, a year after it committed to reducing the amount of personal data it stores about users.The company’s “timeline” feature – previously known as Location History – will still work for those who choose to use it, letting them scroll back through potentially decades of travel history to check where they were at a specific time.But all the data required to make the feature work will be saved locally, ...

文章核心观点 - Nvidia的股价创历史新高,市值超过苹果,成为全球第二大市值公司 [1][3] - Nvidia准备进行10:1的股票拆分,以提高个人投资者的参与度 [2] - Nvidia的市值超过苹果反映了硅谷格局的变化,苹果自2007年推出iPhone以来一直占据主导地位 [3] - 微软仍是全球最大市值公司,市值达3.14万亿美元 [4] - Nvidia的高端处理器需求远超供给,微软、Meta和Alphabet等科技巨头正在加速建设AI计算能力 [5] - Nvidia最近股价大涨近30%,AI热潮带动芯片股普涨 [5] - Nvidia CEO在台湾受到热烈欢迎,引发广泛关注 [6] - 相比之下,苹果正面临iPhone需求疲软和中国市场竞争激烈的挑战 [7] - 一些投资者认为苹果在AI领域落后于其他科技巨头 [8]

A group of current and former employees at prominent artificial intelligence companies issued an open letter on Tuesday that warned of a lack of safety oversight within the industry and called for increased protections for whistleblowers.The letter, which calls for a “right to warn about artificial intelligence”, is one of the most public statements about the dangers of AI from employees within what is generally a secretive industry. Eleven current and former OpenAI workers signed the letter, along with two ...

Salesforce shares slumped about 18% on Thursday, after its lowest-ever quarterly revenue growth forecast raised fears that high interest rates and rival AI offerings were hampering demand at the cloud-based software firm.The company could lose more than $48bn in market value if losses hold, as it also reported quarterly revenue that was below expectations for the first time since 2006.“Weak bookings in Q1 further test investor patience as the GenAI [generative AI] innovation cycle has yet to inflect top-lin ...