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Anthropic CEO只直接管一个人

36kr 📅 06/11 21:34 NVDA.OAMZN.O
Anthropic CEO Dario Amodei,只有 一位直接下属 。 这位掌管9650亿美元估值的AI巨头创始人,把日常运营全部甩给Daniela Amodei,自己只保留首席幕僚Avital Balwit一人汇报。其他高管全部绕过他,直接向Daniela负责。 这操作,在当下科技圈,简直是「一股清流」。 在OpenAI,奥特曼有差不多6个直接下属。 在英伟达,黄仁勋直接管60人。 传统打...

Top high flyer stocks among industrials sector

Seeking Alpha 📅 06/11 21:34
Berezko/iStock via Getty Images As investors look beyond market volatility for stocks that offer both strong performance and reasonable valuations, a handful of industrial companies are standing out from the crowd. Currently, seven industrials stocks pair A-rated valuation grades with strong momentum scores, earning a place among the sector's "cheap high flyers", companies that have delivered impr...

Brazil’s 10-year bond spread over US narrows for fourth day

Investing 📅 06/11 21:33

Oracle (NYSE:ORCL) Receives Buy Rating from Guggenheim - MarketBeat

Google 📅 06/11 21:33 ORCL.O
Oracle (NYSE:ORCL) Receives Buy Rating from Guggenheim MarketBeat

美股高开 芯片股走强 中概股承压 甲骨文暴跌超10%

格隆汇 📅 06/11 21:33
格隆汇6月11日|美股三大指数集体高开,纳指涨0.56%,标普500指数涨0.28%,道指涨0.11%。 纳斯达克中国金龙指数跌超1%,中概股理想汽车跌1.10%,哔哩哔哩跌1.55%,拼多多跌2.00%,携程跌2.20%,京东跌2.28%,阿里巴巴跌2.81%,小鹏集团跌3.10%。 存储芯片、光通信板块多数上涨,英特尔涨约6%,迈威尔科技涨超3%,ARM、闪迪、美光科技、西部数据涨超1%。 甲...

Noah Holdings approves final and special dividends

Investing 📅 06/11 21:33

步Google Glass后尘,智能眼镜也成了偷拍神器

36kr 📅 06/11 21:33 AAPL.ONVDA.OMETA.O
将摄像头、AI助手戴在眼前的智能眼镜,无疑是过去这几年无可争议的爆款,也被业界视为接棒智能手机的下一代通用计算终端。然而智能眼镜自问世以来就饱受争议,不少人担心它可能成为行走的“偷拍神器”。 遗憾的是,最近接连发生的两件事,正在将智能眼镜与“偷拍”牢牢绑在了一起。日前,一位网友在智能眼镜品牌乐奇ROKID的用户社区内发现,有人使用智能眼镜在登机时拍摄航空公司的空姐并发布,引发ROKID官方紧急启动...

世界银行预测2026年布伦特原油均价为94美元/桶,较1月预测上调34美元/桶

同花顺 📅 06/11 21:33
世界银行预测2026年布伦特原油均价为94美元/桶,较1月预测上调34美元/桶。

CAT Stock Hikes Dividend 8%, Leads Dow Jones Rebound

Yahoo 📅 06/11 21:33 AMZN.O
Caterpillar announced an 8% dividend hike after Wednesday's close, extending its streak of dividend increases to 32 years. CAT stock led Dow Jones Industrial Average winners early Thursday, rebounding from a key support level after suffering its sharpest loss since April 3, 2025, the day after President Trump unveiled "Liberation Day" tariffs. Caterpillar is among 69 members of the S&P 500 that ha...

开盘:美股周四高开 芯片股回升

新浪 📅 06/11 21:33 AMD.OMU.OINTC.O
北京时间6月11日晚,美股周四高开。油价有所回落。芯片股从近期压力中反弹。市场继续关注美伊局势的最新发展,美国隔夜对伊朗发动新的打击。欧洲央行自2023年以来首次加息。美国5月PPI同比上涨6.5%创两年半新高。 道指涨53.29点,涨幅为0.11%,报49972.07点;纳指涨135.694点,涨幅为0.54%,报25305.196点;标普500指数涨32.75点,涨幅为0.45%,报7299....

Pony Ai stock hits 52-week low at 7.97 USD

Investing 📅 06/11 21:33

Euronet Worldwide Inc stock hits 52-week low at 63.41 USD

Investing 📅 06/11 21:33

Dana公司51亿美元收购伊顿车辆移动业务,双方完成业务合并

新浪 📅 06/11 21:33
交易完成后伊顿股东将持有合并后公司至少 50.1% 股权 Dana宣布已达成协议,以 51 亿美元整合伊顿旗下车辆移动业务。 内容速览 Dana敲定 51 亿美元交易,整合伊顿车辆移动业务,打造一站式整车零部件综合供应商。 Dana表示,公司已签署协议,斥资 51 亿美元与伊顿旗下车辆移动业务板块合并,目标打造覆盖商用车与轻型乘用车市场的全品类零部件供应商。 两家企业周四公告称,交易交割完成后,伊...

Infosys stock hits 52-week low at 11.55 USD

Investing 📅 06/11 21:33

Uniti Group stock hits 52-week high at 12.41 USD

Investing 📅 06/11 21:33

Electrica signs five-year partnership with Atlantic Council

Investing 📅 06/11 21:33

Google in talks with Samsung to make part of next-gen chip, The Information reports

Investing 📅 06/11 21:32 GOOG.O

World Bank lowers 2026 global growth forecast to 2.5%

Investing 📅 06/11 21:32

Top 10 most oversold S&P 500 stocks

Seeking Alpha 📅 06/11 21:32
sankai/iStock via Getty Images Wall Street’s recent pullback has pushed a growing number of S&P 500 ( SP500 ) constituents into oversold territory, highlighting areas of the market that have experienced some of the sharpest selling pressure since the benchmark index peaked at a record 7,620. The S&P 500 has declined approximately 4.6% from its high, falling to around 7,265 as investors navigated a...

RBC Just Set The Highest Price Target On Astera Labs (ALAB), Here’s How You Can Play The Memory Trade

Yahoo 📅 06/11 21:32 ALAB.O
Astera Labs, Inc. (NASDAQ:ALAB) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. Astera Labs, Inc. (NASDAQ:ALAB) provides the interconnects and memory pooling necessary to make high-bandwidth memory work on AI chips. On June 3, RBC Capital raised its price target on Astera Labs, Inc. (NASDAQ:ALAB) […]

RBC Just Set The Highest Price Target On Astera Labs (ALAB), Here’s How You Can Play The Memory Trade - Yahoo Finance

Google 📅 06/11 21:32 ALAB.O
RBC Just Set The Highest Price Target On Astera Labs (ALAB), Here’s How You Can Play The Memory Trade Yahoo Finance

Cadence (CDNS) Expands Deal With Intel Foundry To Benefit From Agentic AI Boom

Yahoo 📅 06/11 21:32 INTC.O
Cadence Design Systems Inc. (NASDAQ:CDNS) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. AI chips that require high-bandwidth memory also demand cutting-edge packaging simulation techniques and verification tools. Cadence Design Systems Inc. (NASDAQ:CDNS) provides exactly this, making it a direct beneficiary of the HBM boom. […]

陶哲轩First Proof二期结果出炉,最低8美元1题,AI烧出7道论文级解法

36kr 📅 06/11 21:32
陶哲轩又发成绩单了。 由他主导的 First Proof项目第二批评测结果 出炉。 本次评测延续了项目核心规则:选取10道从未在网络、期刊上公布过解法的前沿研究级数学新题,交由AI系统作答。 但相比第一次评测,本次测试进一步提高了标准。 评测全程采用专业的 双盲同行评议机制 ,经专家评定,最终 有7道题的AI解答达到学术发表标准 , 其中,解得最漂亮的Problem 5—— 一道关于随机偏微分方程...

Micron (MU) Is A Hard Stock To Value, But Analysts Keep Raising The Price Targets On The MU Stock

Yahoo 📅 06/11 21:32 MU.O
Micron Technology Inc. (NASDAQ:MU) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. On June 8, C.J. Muse, an analyst at Cantor Fitzgerald, raised the firm’s price target on Micron Technology Inc. (NASDAQ:MU) from $700 to $1500 and maintained an Overweight rating on the stock. The […]

Micron (MU) Is A Hard Stock To Value, But Analysts Keep Raising The Price Targets On The MU Stock - Yahoo Finance

Google 📅 06/11 21:32 MU.O
Micron (MU) Is A Hard Stock To Value, But Analysts Keep Raising The Price Targets On The MU Stock Yahoo Finance

Google talking to Samsung about manufacturing part of TPU: report

Seeking Alpha 📅 06/11 21:31 GOOG.O
Google ( GOOG ) ( GOOGL ) is in discussions with Samsung ( SSNLF ) about manufacturing part of its tensor processing units, The Information reported. The discussions, which are not final, would see Samsung manufacture a memory input-output die for the TPU, codenamed Icefish, the news outlet added , citing people familiar with the matter. The computing engine part of the TPU would still be manufact...

请资本别再投资精品咖啡馆了

36kr 📅 06/11 21:31
中国消费者也有精品咖啡需求,但未必有Seesaw这样的精品连锁咖啡的市场。就像中国企业需要软件,但并没有一个相应规模的SaaS市场一样。 精品咖啡品牌Seesaw的离开,是一场被铺垫了很久的葬礼。 从2023年陆续传出闭店消息,到2024年创始人吴晓梅被限高,再到6月7日被申请破产,让不少喜爱咖啡多年的消费者、从事咖啡行业的经营者,都感到非常唏嘘。 在大部分消费者觉得星巴克=咖啡的时候,Seesa...

Historical tech cycles support $1T-plus AI capex in 2027, Goldman Sachs says

Seeking Alpha 📅 06/11 21:31
Jonathan Kitchen Historical technology investment cycles suggest AI hyperscaler capital spending could exceed $1T in 2027, according to Goldman Sachs, which said that past infrastructure booms provide a precedent for another year of outsized investment. The bank said incremental AI spending amounted to roughly 0.9% of U.S. GDP in 2025 and is expected to reach 1.5% in 2026, a level comparable to th...

美股三大股指集体高开,道指涨0.42%,标普500指数涨0.5%,纳指涨0.5%。英特尔上涨7.4%,因美国银行将公司评级上调至“买入”。甲骨文下跌12%,创去年12月以来最...

华尔街见闻 📅 06/11 21:30 INTC.O
美股三大股指集体高开,道指涨0.42%,标普500指数涨0.5%,纳指涨0.5%。英特尔上涨7.4%,因美国银行将公司评级上调至“买入”。甲骨文下跌12%,创去年12月以来最大跌幅。

The GLP-1 stock nobody is pricing in isn’t a drugmaker

Yahoo 📅 06/11 21:30 AMZN.O
Scott Galloway and Ed Elson laid out the math on Prof G Markets and it should make every fast food shareholder uneasy: roughly 30 million Americans, about 1 in 8 US adults, are now on GLP-1s, and the drugs are reducing fast food’s addressable market by an estimated 27-30%. This is structural, not cyclical: appetite, ... The GLP-1 stock nobody is pricing in isn’t a drugmaker
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