作者 |第一财经 李娜 据知情人士透露，华为公司今天任命余承东为公司产品投资评审委员会（IRB）主任，任命文件由任正 非亲自签发。 2025.09.29 内部人士分析，余承东增任IRB主任，主要使命是带领华为打赢人工智能（AI）关键战役，取得全球领 先地位。多名受访内部人士表示，看好余承东掌管AI。余承东仍然担任华为常务董事、终端 BG 董事 长，掌管华为终端、鸿蒙智行等业务。 微信编辑| 小羊 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。专 用邮箱：bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 投资评审委员会的核心职能是对公司重大战略方向的资源投入、项目立项、预算审批等关键决策进行评 估与把控，确保资源向核心战略目标高效倾斜。 ...

September has been a record-breaking month for stocks as the S&P 500 hit new all-time highs last week following the Federal Reserve’s first rate cut since 2024. In fact, it’s hard to find an asset that isn’t near a record: stocks, gold, cryptocurrencies, housing, and trading cards have all soared to new heights lately. Even Pokémon cards are having a renaissance moment, so no one would blame you for scouring your children’s rooms for a rare Charizard. When markets are rallying almost every day, it’s temptin ...

Again, we're back to this discussion where talking about labor market weakness and sort of consumer confidence weakness and a market where desks are talking about blowoff tops going into That's right. I mean, I think as market participants, we're counting on the fact that the Fed is going to deliver enough accommodation and quickly enough in order to cushion this process of adjustment that's taking place right now. You know, if they do not only stick with 25 basis points, but do another couple, that's 75 ba ...

TRENDING: Robinhood Leads 7 Top S&P 500 Stocks In 2025 Monday's IBD 50 Stocks To Watch pick, biotech leader Arcutis Biotherapeutics (ARQT), is breaking out past two buy points. That makes Arcutis stock one of the best stocks to watch right now. Arcutis Biotherapeutics develops dermatology treatments for unmet needs of immune-related skin diseases and conditions. Its main products approved by the U.S. Food and Drug Administration are Zoryve foam… Related news Stock Market Today: Dow Jones Wavers With Trump S ...

Accenture pivots to AI-driven solutions. Plans to let go more employees who are unable to upskill themselves (Photo by Ömer Sercan Karku/Anadolu via Getty Images)Anadolu via Getty ImagesGlobal consulting giant Accenture Plc. (NYSE: ACN) closed FY 2025 on a strong note, reporting Q4 revenues of $17.6 billion, up 7% y-o-y in U.S. dollars (4.5% in local currency), at the top end of its guidance. The technology company posted a 9% increase in the adjusted earnings at $3.03 per share, surpassing analyst estimate ...

Nvidia Corporation (NASDAQ: NVDA ) today looks like a plane: it does not want to choose its cruising altitude and keeps on pushing higher. Most of the tech giants when reaching mega-cap status evolved to mature stage – growth slowsI’m an independent equity trader and licensed financial advisor focused on uncovering high-upside opportunities in overlooked sectors — especially small-caps, energy, commodities, and special situations. My investment strategy is rooted in the CAN SLIM framework but goes further. ...

Okay, welcome back to Morning Trade Live. It's time now for the big picture. Let's welcome in the team from Charles Schwab.Kathy Jones, fixed income strategist at Schwab Center for Financial Research. Michelle Gibli, director of international research over at Charles Schwab. Very good morning to you ladies.Thank you so much for your time this Monday. Kathy, let's start with you. What we're seeing as far as Treasury yields today.What is it telling you. Seeing a bit of a pullback across the board ahead of thi ...

每经深圳9月29日电（记者 王晶）《每日经济新闻》记者今日获悉，华为公司今天任命余承东为公司产 品投资评审委员会（IRB）主任，任命文件由任正非（华为创始人）亲自签发。 一位华为内部人士分析称："余承东增任IRB主任，将负责华为的人工智能（AI）战略，打赢未来AI关 键战役。" 目前，余承东仍然担任华为常务董事、终端BG董事长，掌管华为终端、鸿蒙智行等业务。 一般而言，投资评审委员会的核心职能，是对公司重大战略方向相关的资源投入、项目立项、预算审批 等方面的关键决策进行评估与把控，确保资源向核心战略目标高效倾斜。 ...

Alvys has secured $40 million in Series B funding to accelerate its mission of transforming freight operations through AI and automation. The round, led by RTP Global with participation from Alpha Square Group, Titanium Ventures, Picus Capital, and Bonfire Ventures, brings the company’s total funding to $77 million. The investment comes just over a year after its Series A and highlights the market’s growing appetite for intelligent, automated transportation management solutions. Founded in 2020, Alvys offe ...

Western Digital Corp. (NASDAQ: WDC ) is a top outperformer this year, up 128% and another 163% over the past six months, outperforming its memory/storage peer group, shown below, and AI is to thank. The stock is bouncing up almost 10% this morning.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in WDC over the ne ...