Apollo Global Management的首席经济学家Torsten Slok表示，人工智能带来生产率提升，最终创造的岗位可能会多于流失的岗位。 Slok周二在接受采访时表示：“整体而言，从各个行业来看，生产投入成本基本上都有所下降。”他说，当投入成本变得更低时，“对这些投入的需求就会增加”。他以放射科医生为例称，随着AI降低了影像判读成本，该领域的就业和薪资正在上升。 市场对AI冲击劳动...
Apollo Global Management的首席经济学家Torsten Slok表示，人工智能带来生产率提升，最终创造的岗位可能会多于流失的岗位。 Slok周二在接受采访时表示：“整体而言，从各个行业来看，生产投入成本基本上都有所下降。”他说，当投入成本变得更低时，“对这些投入的需求就会增加”。他以放射科医生为例称，随着AI降低了影像判读成本，该领域的就业和薪资正在上升。 市场对AI冲击劳动力市场的担忧十分普遍。诺贝尔奖得主、经济学家Simon Johnson表示，他认为“高薪工作”可能消失；OpenAI上月也提出政策建议，旨在帮助应对AI驱动的动荡时代。尽管如此，也有人预计AI将带来积极影响。德国央行行长Joachim Nagel今年3月对德国学生表示，广泛使用AI的欧洲企业大多反映正在招聘员工。 Slok说：“失业率并没有上升。” 不过，Slok也承认，AI的普及将给经济中的部分领域带来痛苦，尤其是编程和部分软件行业。 责任编辑：陈钰嘉
Looking at the universe of stocks we cover at Dividend Channel, on 5/7/26, FirstEnergy Corp (Symbol: FE) will trade ex-dividend, for its quarterly dividend of $0.465, payable on 6/1/26. As a percentage of FE's recent stock price of $46.75, this dividend works out to approximate
Looking at the universe of stocks we cover at Dividend Channel, on 5/7/26, FirstEnergy Corp (Symbol: FE) will trade ex-dividend, for its quarterly dividend of $0.465, payable on 6/1/26. As a percentage of FE's recent stock price of $46.75, this dividend works out to approximate
Full Truck Alliance is likely to see its shares rise as it enters an "earnings upcycle" and powers past recent headwinds, according to Bank of America. The bank initiated coverage of the Chinese freight company with a buy rating. It also put a $11.3 price target, suggesting 31% upside from Monday's close. "FTA, operating as the 'Uber for freight' by shipper-trucker matching at scale, is the larges...
Full Truck Alliance is likely to see its shares rise as it enters an "earnings upcycle" and powers past recent headwinds, according to Bank of America. The bank initiated coverage of the Chinese freight company with a buy rating. It also put a $11.3 price target, suggesting 31% upside from Monday's close. "FTA, operating as the 'Uber for freight' by shipper-trucker matching at scale, is the largest digital freight matching platform in China's highly fragmented [full truckload] and [less-than-truckload] markets, though it commands only an estimated ~6% market share by [gross transaction value]," analyst Fan Tso said in a note to clients. "We expect FTA to enter a renewed earnings upcycle ... driven by monetization improvements rather than volume alone." The stock has fallen more than 17% in the year to date, coming under pressure due to the cancellation of its value-added tax rebates and its proactive crackdown on low-priced orders. However, FTA is likely to benefit from "clear upside from monetization improvements," allowing it to enter an earnings upcycle, Tso noted. Bank of America's call falls in line with consensus on the Street. Of the 15 analysts covering the stock, 11 have a buy or strong buy on shares, LSEG data shows. The stock traded nearly 3% higher following BofA's bullish call.
One Iranian oil tanker may have slipped through a US blockade of the Persian Gulf state’s shipping, according to TankerTrackers.com, a firm that uses satellite imagery to monitor vessel movements. The very large crude carrier Huge , sailing under Iran’s flag, signaled on Sunday that it was off Bali’s coast, having not been on digital ship-tracking systems for months. Samir Madani, co-founder of Ta...
One Iranian oil tanker may have slipped through a US blockade of the Persian Gulf state’s shipping, according to TankerTrackers.com, a firm that uses satellite imagery to monitor vessel movements. The very large crude carrier Huge , sailing under Iran’s flag, signaled on Sunday that it was off Bali’s coast, having not been on digital ship-tracking systems for months. Samir Madani, co-founder of TankerTrackers.com said satellite imagery showed the vessel as being there too, and that it was still at an Iranian port just hours before the US blockade began on April 13. US Central Command didn’t immediately respond to a request for comment. Huge’s reappearance comes as a US-Iran standoff over the Strait of Hormuz led to a flareup in hostilities on Monday. The US, which is preventing ships carrying Iranian oil from leaving the Gulf of Oman, this week started an operation to escort commercial vessels through the strait. US Central Command said Monday that American forces have redirected 50 vessels since the blockade began on April 13. Chabahar, a port city near the border with Pakistan that’s just shy of the US blockade line, has seen more Iranian vessels cluster in nearby waters in recent days. The US Navy had said previously that interdicted Iranian tankers were redirected to idle near Chabahar. Madani said his analysis is that the Huge probably slipped the blockade but is the only one he’s observed having done so up to now. If just one has evaded interdiction in four weeks, it would nevertheless be a signal that the cordon is proving highly effective at preventing Iran from exporting its key commodity to the global market. Madani said he saw an image of the ship on the morning of April 13 at Chabahar. The blockade started that afternoon.
格隆汇5月5日｜在最新一期《Memos to the President》播客中，英伟达CEO黄仁勋直接吐槽了硅谷一些CEO们的AI末日论。他表示：“有些说法非常适得其反，实际上是有害的。这些话往往是像我这个层级的人说的。然后不知怎么，因为他们成了CEO，就觉得自己是上帝，转眼间就觉得自己什么都知道。” 黄仁勋批评Anthropic CEO Amodei有关”AI未来几年可能取代50%入门白领”的...
格隆汇5月5日｜在最新一期《Memos to the President》播客中，英伟达CEO黄仁勋直接吐槽了硅谷一些CEO们的AI末日论。他表示：“有些说法非常适得其反，实际上是有害的。这些话往往是像我这个层级的人说的。然后不知怎么，因为他们成了CEO，就觉得自己是上帝，转眼间就觉得自己什么都知道。” 黄仁勋批评Anthropic CEO Amodei有关”AI未来几年可能取代50%入门白领”的言论，称这类评论“毫无帮助”。黄仁勋在访谈中称：“他们说AI是对人类的生存威胁，有20%的概率导致人类灭绝，这很荒谬。他们还说AI会消灭50%的新大学毕业生岗位，或者说它会彻底摧毁民主。这些评论没有意义，更没有事实依据。”黄仁勋补充到：“也许有些科学家觉得，提前警告大家‘AI会让放射科医生失业’，是在做好事，提醒年轻人别入这行。但问题是，如果我们真把所有人都劝退了，而现在社会又急需放射科医生，那这种警告反而害了社会。软件工程师也是一样。如果我们把年轻人都吓跑了，而美国其实比任何时候都更需要软件工程师，那这些警告就是在帮倒忙。” 黄仁勋认为，AI末日的本质是科幻，如今应该少谈科幻，多谈事实；少制造恐慌，多推动应用。他强调，美国在描述AI时太电影化、太科幻化了，搞得美国人充满焦虑和恐惧。与此同时，以中国为代表，亚洲正在热情地拥抱和采用AI。这是件必须非常担心的事，因为美国就是这样被整体甩在后面的。
Sandisk 's (NASDAQ: SNDK) strong momentum continued as it once again reported surging revenue and significant gross margin expansion in its fiscal Q3 earnings results at the end of April. However, perhaps the most exciting news to come out of the quarter was that the flash memory maker has begun signing long-term contracts. Sandisk has been a huge beneficiary of surging NAND (flash) memory prices,...
Sandisk 's (NASDAQ: SNDK) strong momentum continued as it once again reported surging revenue and significant gross margin expansion in its fiscal Q3 earnings results at the end of April. However, perhaps the most exciting news to come out of the quarter was that the flash memory maker has begun signing long-term contracts. Sandisk has been a huge beneficiary of surging NAND (flash) memory prices, as demand has outstripped supply. This is the result of the big three memory makers cutting NAND production and turning their focus toward DRAM (dynamic random access memory), following a market collapse a few years ago, and then the rise of artificial intelligence (AI) data centers, leading to the sudden need for massive, high-performance solid-state drives (SSDs) using flash memory to hold training data. Image source: The Motley Fool. Continue reading
Deregulate To Regulate Submitted by Molly Schwartz, Cross-Asset Marco Strategist at Rabobank We have maintained the view that markets are sorely underestimating the impact that the war in Iran will have on global economies and financial markets, and that one day there would come a reckoning. While markets are still highly volatile and the situation in the Middle East highly uncertain, yesterday’s ...
Deregulate To Regulate Submitted by Molly Schwartz, Cross-Asset Marco Strategist at Rabobank We have maintained the view that markets are sorely underestimating the impact that the war in Iran will have on global economies and financial markets, and that one day there would come a reckoning. While markets are still highly volatile and the situation in the Middle East highly uncertain, yesterday’s price action suggested that some traders are getting a reality check. Remember folks, we’re still in a ceasefire! The iffy terms as to whether other countries in the region like Israel, Lebanon, and the UAE were fair game were never decidedly concluded, though the Strait of Hormuz was expected to remain open. The drone attacks came after announcements from FARS early in the morning yesterday that the IRGC had struck an American warship near Jask Island, around 160km from the chokepoint (that’s 100 miles in freedom units). CENTCOM immediately denied that any US military assets had been struck, but the warship did appear to be associated with the UAE. The drone strikes escalated further, with Iran attacking critical energy infrastructure in the UAE, including drones striking the Fujairah port—the first such attacks against the UAE in nearly a month, though these were not the first attacks targeted in Fujairah since the onset of the war. Iranian state TV quoted a military official who said that there had been “ no premeditated plan to attack oil facilities in UAE’s Fujairah,” but rather it was the “result of the US military’s adventurism to create passage for illegal ship transit” through the Strait . Trump announced that the US would spearhead an initiative called “ Project Freedom ” to escort ships who are “neutral and innocent bystanders” out of the Strait. There have yet to be concrete details provided, though the process technically began yesterday morning “Middle East time.” According to Bloomberg , the lack of clear assurances has left “several shipowners” skeptical, so...
Palantir (PLTR) beat first quarter estimates, posting adjusted earnings of $0.33 per share (vs. expectations of $0.28) and revenue of $1.63 billion (vs. expectations of $1.54 billion). Yahoo Finance Senior Business Reporter Ines Ferré and Winthrop Capital chief investment officer Adam Coons chat with Yahoo Finance Senior Reporter Brooke DiPalma about the results and market reaction.
Palantir (PLTR) beat first quarter estimates, posting adjusted earnings of $0.33 per share (vs. expectations of $0.28) and revenue of $1.63 billion (vs. expectations of $1.54 billion). Yahoo Finance Senior Business Reporter Ines Ferré and Winthrop Capital chief investment officer Adam Coons chat with Yahoo Finance Senior Reporter Brooke DiPalma about the results and market reaction.