每天上班点鼠标、敲键盘、切窗口、开邮箱，这些再普通不过的办公动作，如今可能成了训练 AI 的“黄金数据”。 最近，Meta 一项内部新计划被曝光：公司正在美国员工的办公电脑上部署追踪软件，用于记录鼠标移动、点击位置、键盘输入，以及部分屏幕内容，以训练自家的 AI 模型和智能体系统。 该消息一出，迅速在公司内部引发争议，不少 Meta 员工直呼“无法接受”，甚至有人公开追问：能不能退出？ Meta ...
每天上班点鼠标、敲键盘、切窗口、开邮箱，这些再普通不过的办公动作，如今可能成了训练 AI 的“黄金数据”。 最近，Meta 一项内部新计划被曝光：公司正在美国员工的办公电脑上部署追踪软件，用于记录鼠标移动、点击位置、键盘输入，以及部分屏幕内容，以训练自家的 AI 模型和智能体系统。 该消息一出，迅速在公司内部引发争议，不少 Meta 员工直呼“无法接受”，甚至有人公开追问：能不能退出？ Meta 想训练的，不是聊天机器人，而是“会用电脑的员工” 据多家媒体援引 Meta 内部公告和员工讨论内容称，这套系统面向美国员工推出，内部名称为“模型能力计划”（Model Capability Initiative，简称MCI）。 它的核心任务并不复杂：观察人类是怎么用电脑工作的，然后教会 AI 复刻这些动作。Meta 在内部说明中提到，当前大模型虽然已经擅长写代码、做研究、回答问题，但在很多最基础的电脑操作上依旧表现一般。比如： ● 不知道什么时候该用快捷键 ● 面对下拉菜单容易出错 ● 无法像人类一样在多个软件之间自然切换 ● 很难理解真实办公流程中的上下文关系 换句话说，AI 会“说话”，但还不会“干活”。而 Meta 想解决的，就是最后这一步：让 AI 不只生成文本，而是像员工一样直接操作电脑，完成真实任务。 鼠标轨迹、键盘输入、屏幕内容，都可能被记录 根据曝光的内部文件，MCI 工具会采集多种交互数据，包括鼠标移动轨迹、点击位置、键盘输入行为、屏幕内容快照（用于理解上下文）、软件使用路径和操作顺序等。 不过 Meta 也强调，这一工具并不会监控员工的所有行为，只是在批准范围内的办公应用和网址中运行，例如Gmail、GChat、Metamate（Meta 内部 AI 助手）、VSCode 等开发工具。同时，公司称该计划仅适用于电脑端，不涉及员工手机设备。 诚然，从技术角度看，这类数据的价值极高。 相比公开网页文本，真实办公操作包含大量隐性知识：人类如何判断优先级、如何在多个窗口中切换、如何快速完成重复流程、如何处理异常情况——这些经验，很难靠互联网文本学到。 员工炸锅：最不满的是“没有退出选项” 而真正让员工不满情绪爆发的，并不是 AI 本身，而是“强制参与”。 其实，很多员工能接受公司设备存在常规安全审计，但当监控内容升级为“拿你的操作习惯训练 AI”，心理感受就完全...
Canon shares fell as much as 7.6% in Tokyo after the camera maker cut its earnings guidance citing the impact of rising memory chip prices. The Tokyo-based company lowered its full-year operating income forecast to ¥456 billion ($2.85 billion) from ¥479 billion in earnings released Thursday, missing the market’s estimate. The company also posted lower-than-expected operating income for its first q...
Canon shares fell as much as 7.6% in Tokyo after the camera maker cut its earnings guidance citing the impact of rising memory chip prices. The Tokyo-based company lowered its full-year operating income forecast to ¥456 billion ($2.85 billion) from ¥479 billion in earnings released Thursday, missing the market’s estimate. The company also posted lower-than-expected operating income for its first quarter, at ¥71.4 billion. The downbeat outlook highlights the chaos that skyrocketing memory prices are wreaking across the consumer tech sector, as rising AI demand diverts chip supply away from other manufacturers. Canon said it now expects a negative earnings impact of around ¥50 billion from tight memory capacity in fiscal 2026, even though it has mostly secured the supply needed for this year. “The impact assumption for DRAM/NAND cost increases deteriorated significantly” from Canon’s earlier estimate, Citigroup analyst Masahiro Shibano said in a note. While the company hopes to offset some of the higher costs with price hikes, “we get little sense that the bad news is exhausted,” he added. Read more: Rampant AI Demand for Memory Is Fueling a Growing Chip Crisis
Shares of Palantir Technologies (NASDAQ: PLTR) fell 7.2% on Thursday, as software stocks were punished following ServiceNow 's quarterly report, which sent its stock down about 18% and injected fear into the markets. Even though ServiceNow still posted 22% subscription revenue growth and raised its full-year outlook, its shares slid. The sell-off also came a day after Palantir announced a $300 mil...
Shares of Palantir Technologies (NASDAQ: PLTR) fell 7.2% on Thursday, as software stocks were punished following ServiceNow 's quarterly report, which sent its stock down about 18% and injected fear into the markets. Even though ServiceNow still posted 22% subscription revenue growth and raised its full-year outlook, its shares slid. The sell-off also came a day after Palantir announced a $300 million software purchase agreement with the U.S. Department of Agriculture. In other words, the market seems increasingly unwilling to give software stocks the benefit of the doubt right now. And that makes Palantir's setup worth revisiting. Continue reading
Earnings Call Insights: World Kinect (WKC) Q1 2026 Management View “Despite a far more volatile and unpredictable environment than anyone could have expected, we delivered a strong start to 2026, driven by strong execution and the continued benefits of our focused portfolio strategy.” (CEO & Director Ira Birns) “We announced today that World Fuel will serve as our unified corporate and commercial ...
Earnings Call Insights: World Kinect (WKC) Q1 2026 Management View “Despite a far more volatile and unpredictable environment than anyone could have expected, we delivered a strong start to 2026, driven by strong execution and the continued benefits of our focused portfolio strategy.” (CEO & Director Ira Birns) “We announced today that World Fuel will serve as our unified corporate and commercial brand for substantially all internal and external purposes… World Kinect will remain as our corporate legal name and our ticker symbol will remain as WKC.” (CEO & Director Birns) “Marine results were consistent with what we have long communicated, when prices rise materially and volatility increases, this business performs exceptionally well.” (CEO & Director Birns) “Aviation also exceeded expectations this quarter… The integration of the Universal Trip Support Services business is well underway, and we are pleased with both its performance and how effectively the teams are coming together.” (CEO & Director Birns) “Total non-GAAP adjustments in the first quarter were approximately $16 million or $13 million after tax.” (Executive VP & CFO Jose-Miguel Tejada) “On a consolidated basis, first quarter volume was 4 billion gallons, down 6% year-over-year, while first quarter gross profit was $254 million, up 10% year-over-year.” (Executive VP & CFO Tejada) Outlook “For full year 2026, we are updating our adjusted EPS guidance to $2.65 to $2.85 per share, up from the prior range of $2.20 to $2.40 per share.” (Executive VP & CFO Tejada) “The increased guidance is really a reflection of the Q1 overperformance that we have already kind of recorded… we’re just kind of maintaining where we were before for the balance of the year.” (Executive VP & CFO Tejada) “Considering where we informally guided to for the first quarter… we’re just assuming that we generate the same level of profitability over the balance of the year that we expected going in.” (CEO & Director Birns) “Looking to the...
X-Energy Inc. , a nuclear energy firm that counts Amazon.com Inc. as a backer, raised $1.02 billion in an upsized US initial public offering that priced above the marketed range. The Rockville, Maryland-based company sold 44.3 million shares for $23 each, according to a statement Thursday. X-Energy had marketed the shares for $16 to $19 each. At the IPO price, the company has a market value of $9....
X-Energy Inc. , a nuclear energy firm that counts Amazon.com Inc. as a backer, raised $1.02 billion in an upsized US initial public offering that priced above the marketed range. The Rockville, Maryland-based company sold 44.3 million shares for $23 each, according to a statement Thursday. X-Energy had marketed the shares for $16 to $19 each. At the IPO price, the company has a market value of $9.1 billion based on the outstanding shares listed in its filings. X-Energy designs small modular nuclear reactors and makes advanced nuclear fuel. Its reactors use so-called Triso pebbles, or tristructural isotropic, poppyseed-sized uranium kernels that burn hotter and longer than conventional fuel. The firm plans to use its reactors to power industrial facilities and artificial intelligence data centers and has agreements in place with Dow Inc. , Amazon and Centrica Plc . Ark Investment Management was interested in buying as much as $105 million worth of shares in the offering at the IPO price, according to the filings. The offering comes as firms have been racing to bring the first US small modular reactor to market. X-Energy aims to make its first delivery by the early 2030s. Citigroup Inc. analyst Vikram Bagri wrote in a note to clients April 17 that X-Energy’s IPO launch “suggests continued appetite among investors for small modular reactors.” For the latest news on equity capital markets activity in the US, Canada and Latin America, follow the channel or visit NI BFWECMUS . To subscribe to ECM Watch , Bloomberg’s daily roundup of news from around the region, click here . Founder and chairman Kamal Ghaffarian controls 61% of the class B shares of the company, while affiliates of Ares Management Corp. have 26%, the filings show. X-Energy had a net loss of roughly $390 million on revenue of $94 million, not including grants, last year, compared with a net loss of $126 million on revenue of $84 million a year earlier, the filing shows. The offering is being led by JPMorgan...
(Bloomberg) -- X-Energy Inc., a nuclear energy firm that counts Amazon.com Inc. as a backer, raised $1.02 billion in an upsized US initial public offering that priced above the marketed range.Most Read from BloombergAnthropic’s Mythos Model Is Being Accessed by Unauthorized UsersInside Alex Cooper’s Unwell: Tears, Screaming and Employees Looking for the ExitMeta Tells Staff It Will Cut 10% of Jobs...
(Bloomberg) -- X-Energy Inc., a nuclear energy firm that counts Amazon.com Inc. as a backer, raised $1.02 billion in an upsized US initial public offering that priced above the marketed range.Most Read from BloombergAnthropic’s Mythos Model Is Being Accessed by Unauthorized UsersInside Alex Cooper’s Unwell: Tears, Screaming and Employees Looking for the ExitMeta Tells Staff It Will Cut 10% of Jobs in Push for EfficiencyMicrosoft Offers Buyouts to About 7% of US WorkersTrump Encourages Companies
Bet_Noire/iStock via Getty Images Earnings just came out for Southwest Airlines Co. ( LUV ). The stock is down this week for it. Airlines stocks are notoriously cyclical. War with an oil-producing country is the kind of thing that makes a cycle. So I want to revisit LUV. I want to see if and when it makes sense to buy, given all that's going on lately. Handling the oil squeeze The war with Iran ha...
Bet_Noire/iStock via Getty Images Earnings just came out for Southwest Airlines Co. ( LUV ). The stock is down this week for it. Airlines stocks are notoriously cyclical. War with an oil-producing country is the kind of thing that makes a cycle. So I want to revisit LUV. I want to see if and when it makes sense to buy, given all that's going on lately. Handling the oil squeeze The war with Iran hasn't been on long. It's been about two months. The price of oil ( CO1:COM ) has moved a lot since then. Crude Oil YTD Price History (Seeking Alpha) Oil ( CL1:COM ) hasn't been below $80 since the war started. It was about $60 prior to that. Airlines like Southwest were finally bouncing back from harder years. Higher fuel cost can mess that up because it's one of their biggest costs. Q1 2025 Form 10Q First quarter's 10Q shows the impact but slightly. The war started in the tail end of Q1. It'll probably take the second quarter to show the full hit. Management said they're going to have to raise prices to offset the costs: There is significant economic and geopolitical uncertainty, and it's not possible to know with confidence all the ways the industry could be impacted. That said, we do know two things. Fuel prices are much higher. And if that is sustained, it will require higher ticket prices to offset that increase in fuel. So a spike in oil definitely squeezes. Southwest is betting they can pass it to customers. They also said in the 10-Q (pg. 9) that they'd ended their hedging in 2025. They weren't protected against the current spike. That's partly why they want to raise fares. Hedges were also just expense. Braced for impact Cyclicals get hit by shocks. That's normal for them. I think a good balance sheet is how they prepare for that. But, was Southwest prepared? I think so. Q1 2026 Form 10Q Even though they tossed the hedges, I think they kept enough cash to stay in a good spot. What do I mean by "enough cash," though? Q1 2026 Form 10Q Well, overall debt isn't much hig...