How Elon Musk is using his other companies to mask Cybertruck’s weak demand Los Angeles Times

How Elon Musk turned SpaceX into Tesla’s Cybertruck rescue operation Los Angeles Times

德国最大汽车零部件制造商博世集团16日发布财报显示，2025年，在全球市场承压背景下，集团整体实现稳健增长，其中中国市场继续发挥重要增长引擎作用，并在全球业务中保持关键地位。财报显示，博世集团2025年销售额约为910亿欧元，较上年的903亿欧元小幅增长；在剔除汇率影响后，同比增长4.1%。在区域市场方面，中国市场持续展现增长韧性与发展动能。2025年，博世集团在华销售额达1498亿元人民币，同比增长4.9%，仍是支撑集团全球业务增长的重要市场之一。(新华社)

In this article ASML TSM Follow your favorite stocks CREATE FREE ACCOUNT TSMC CoWoS chips: Sample microchips packaged using CoWoS at TSMC's offices in San Jose, California, shown to CNBC on February 20, 2026. CNBC Two of the biggest names in chip manufacturing, Taiwan Semiconductor Manufacturing Co. and ASML , both reported strong earnings this week as demand for artificial intelligence chips remains sky high. But that didn't seem to matter to Wall Street. TSMC reported a 58% increase in first-quarter profits Thursday, beating estimates and hitting a new record. It was the fourth-consecutive quarter of record profits for the world's largest chip manufacturer. "AI-related demand continues to be extremely robust," President and CEO of TSMC C.C. Wei said in an earnings call Thursday. Yet TSMC shares fell about 2% on Thursday. 61% of TSMC's overall revenue in Q1 came from the high-performance computing segment, which includes AI chips made for its largest customer, Nvidia . That segment was up from 55% the previous quarter. Gross margins also came in higher than last quarter at 66%, likely because TSMC's dominance in leading-edge chips allows it to raise prices for huge customers like Apple and Nvidia that rely heavily on chips made at 7nm and below. Those advanced chips made up about 74% of revenue. One weak point was smartphone revenue, which fell 11% compared to the previous quarter as the industry faces an ongoing memory shortage. Investors were also looking for impacts from the Iran war. TSMC executives said they don't expect any near-term impact from energy and supply chain disruption from the conflict, adding that it has a safety inventory of specialty gases, such as helium and hydrogen. ASML dropped as much as 6.5% on Wednesday, though shares came back to close about 2.5% lower, amid concerns over shrinking sales to China and sky-high expectations from investors. Shares sank another 3% Thursday. The Dutch maker of chip manufacturing equipment posted strong first...

TSMC and ASML post-earnings stock moves could be a sign of what's to come from chip companies CNBC TSMC Stock Slips. Chip Maker Flags Higher Spending After Earnings Beat. Barron's Taiwan Semiconductor CEO just dropped a hint about the next move in AI stocks Yahoo Finance Chip Foundry TSMC Beats First-Quarter Targets, Guides Up Investor's Business Daily Taiwan Semi raises 2026 outlook after Q1 profit surges amid AI demand Seeking Alpha TSMC lifts revenue forecast, pledges more capital spending to meet AI chip demand Reuters Taiwan’s chipmaker TSMC reports 58% jump in profit, warns about Iran war impacts AP News Massive News for Taiwan Semiconductor Stock Investors The Motley Fool Taiwan Semiconductor Manufacturing Q1 Earnings Call Highlights MarketBeat

Hamilton Rayner, a portfolio manager at JPMorgan Asset Management overseeing the firm’s equity premium income ETFs, made a pointed case on the Animal Spirits Podcast segment “Talk Your Book: The Biggest Active ETF” for why selling options on individual stocks is fundamentally flawed for income investors. His argument cuts to the heart of a structural ... Why JPMorgan’s Options Expert Says Individual Stock Calls Have ‘Eaten all the Downside’

There have been major advances in financial technology, or fintech, over the past few years, and many young fintech stocks have become popular with investors. Take Upstart Holdings (NASDAQ: UPST) . The artificial intelligence (AI)-focused credit evaluation platform took the market by storm when it went public, achieving astronomical gains before plunging back to earth. Upstart stock now trades about 91% off its highs, but the business is bouncing back. Is it finally time to buy? Continue reading

Taiwan Semi (TSM) Q1 2026 earnings results beat net income and revenue expectations Shacknews

Oracle’s powerful AWS deal sends ORCL up 3.55% today Rolling Out

Oracle’s powerful AWS deal sends ORCL up 3.55% today rollingout.com

财联社4月16日讯（记者 陈夏筱） 文教用品出口起家的 创源股份 （300703.SZ）计划通过收购酷乐潮玩旗下门店，切入潮流玩具与文创杂货的线下零售赛道。 公司今日晚间发布公告称，计划与宁波酷乐潮玩文化创意有限公司（简称“宁波酷乐潮玩”）及其实际控制人邬胜峰签订《投资意向协议》，由后两者新设浙江创酷未来文化创意有限公司（简称“创酷未来”），并将酷乐潮玩体系中30家以上运营成熟、盈利良好的门店的完整经营性资产及对应运营团队装入其中。其中，宁波酷乐潮玩持有创酷未来90%股权，邬胜峰持有10%股权。 根据方案，门店装入完成后，创酷未来2025年度经审计模拟合并净利润须不低于1000万元，且以2025年12月31日为基准日的评估价值不低于该净利润的8倍。在此基础上，创酷未来按8倍市盈率定价，创源股份拟受让其90%股权。 为表达诚意，创源股份已向宁波酷乐潮玩支付3000万元意向金。若尽职调查发现标的公司无法满足约定条件或存在重大不利事实，创源股份有权终止交易并要求退还意向金。 公告显示，此次交易设置四年业绩承诺：2026年下半年至2029年度，创酷未来扣非净利润分别不低于600万元、1260万元、1323万元和1389万元。若未达标，交易对方需通过无偿装入新经营性资产或现金补偿方式进行业绩补偿。 创源股份表示，本次收购旨在“推动在国内潮玩文创板块的业务布局，优化产业结构”，通过收购优质门店资产切入线下零售赛道，公司将实现C端需求触达，反哺上游研发与供应链，打造特色文创产品，树立国内潮玩品牌形象。 根据公开资料，宁波酷乐潮玩成立于2016年，作为潮流玩具与文创杂货零售商，拥有超300家线下门店，覆盖主要一、二线及核心三线城市。公司采用“IP+场景化零售”模式，产品覆盖盲盒、手办、搪胶毛绒、文创杂货等。IP运营上，与迪士尼、三丽鸥、宝可梦等国际头部IP及原神、魔道祖师等圈层IP合作，同时孵化自有IP，如豚豚崽、波点猫。 根据弗若斯特沙利文报告，中国潮玩市场规模由2020年的249亿元增长至2025年的875亿元，年复合增长率为28.6%。前五大零售商市场份额合计32.5%。在该排名中，泡泡玛特居首，TOP TOY位列第二，酷乐潮玩作为品牌重要竞争者，推测位列第五。 创源股份成立于2001年，主营文化创意与运动健康两大产业，主要产品包括中高端文教用品、手工益智和IP文创、力量训练...

Runway’s CEO says AI could help studios make dozens of films for the cost of one, betting volume will boost hit-making odds.

EU, Norway tightening data center regulations weighs on MSFT shares Traders Union

KLM cancels 160 flights in coming month due to rising fuel costs Reuters

2026年，大语言模型和视频生成大模型都在疯狂烧token，而具身机器人行业却正在经历“无token可烧”的局面。大模型能像人一样读书，而具身智能要去真实的世界里摸爬滚打才能获取数据——数据的匮乏成为了卡住全行业的瓶颈。 4月16日，智元机器人旗下觅蜂科技发布一站式物理 AI 数据服务平台，希望能让数据像水电一样即取即用。 “GPT5用了100万亿tokens的训练语料。1token约等于0.75个英语单词，如果一个正常人一分钟能说150个词，这个语料级就等于一个人要说100亿个小时才能说完。”觅蜂科技董事长兼 CEO 姚卯青说，“但具身智能不一样。今天，全世界的高质量数据汇聚在一起，可能也只有50万小时的规模。” 数据资源匮乏且扩容缓慢，是因为具身智能所需要的训练数据，比大预言模型需要的训练语料要难获得的多。在三维的开放世界，行业各家公司已经尝试了通过真机遥操或仿真数据等等各种方式去积累数据，但仍然难以摆脱高成本和增速慢的问题。 现在，最前沿的采集方式是“无本体采集”。 无本体采集（Object-free/Body-less Data Collection）是指在具身智能训练中，直接利用人类操作（手戴传感器夹爪）或轻量化设备记录动作，而非依赖昂贵的实体机器人本体进行遥控操作。它通过人手抓取、移动等方式记录高质量、多模态的动作数据，具有成本低、采集效率高、场景泛化性强等优势。 发布会上，觅蜂推出了 MEgo 系列无本体数据采集硬件及 MEgo Engine 数据治理引擎。MEgo 系列包含采集夹爪、头戴式采集设备等，设备具备超 300° 全景感知与亚毫秒级数据同步能力，支持在工厂、商超、家庭等全场景随时随地轻量化采集。 这款名为 MEgo Gripper 的夹爪全通道支持1080P 60fps，轨迹重建的精度可以达到一毫米，确保拿起一张纸的力度都可以被还原，“让客户拿到数据就能直接落地”，以及亚毫秒级无线时间同步。这个设备只有480g的重量，支持电池快换快拆，摆脱了电线，方便人“走到哪采到哪”。 MEgo Gripper 另一款头戴式采集设备MEgo View融合了头部超过300度的视野，以及两个附着在手腕上的局部相机，既可以兼顾超广域的环境，也可以做到腕部和手部操作细节的捕捉。它搭载7个高清摄像头，车规级九轴IMU（惯性测量单元），可以输出RGB图片、IMU，还有...

Amazon pivots to everyday essentials to drive repeat demand and grocery growth, but rising logistics costs and fierce competition could pressure margins.

AMZN's Increasing Focus on Everyday Essentials: Can it Drive Growth? Yahoo Finance Singapore

格隆汇4月16日｜美联储威廉姆斯：美联储政策目前适度紧缩。未来几个月通胀将“远高于”3%。对于经济前景的不确定性限制了美联储官员对利率政策前景所能做出的表述。威廉姆斯说：“鉴于当前经济形势存在诸多不确定性，以及中东战争带来的影响，现在不是给出明确指引的时候。如果通胀率回落至2%，我认为降低利率是合适的举措，但目前我们还没有到这个阶段。”

JasonDoiy/iStock Unreleased via Getty Images Intel ( INTC ) launched its Core Series 3 processors, which are designed to power artificial intelligence-ready devices for small businesses, schools, and value buyers at a lower cost. Intel shares had edged up 2% during early market action on Thursday. The new series, released today, was built on the foundation of Intel Core Ultra Series 3, also known as Panther Lake, on Intel's 18A process node technology. "At a time when prices are rising and expectations are shifting, Intel Core Series 3 elevates value-orientated computing with exceptional battery life, boosted AI-ready performance, and broad ecosystem choice," said Josh Newman, Intel's general manager and vice president of consumer PC and client computing group. "By delivering the latest IP with modern, purpose-designed silicon and right-sized performance, we’re expanding access to better technology that meets the real-world needs of students, families, small businesses, and edge deployments at a scale that no other company can match." The Intel Core Series 3 is the company's first hybrid AI-ready core series processor. It can support AI workloads with up to 40 platform TOPS, or trillions of operations per second, the company said. The new processors for consumers and commercial use are available starting today through Intel's OEM partners. Some of the partners launching products containing Intel Core Series 3 today or later this year include Acer, Asus, Dell ( DELL ), HP ( HPQ ), Lenovo, and Samsung ( SSNLF ). More on Intel Intel: An Unreal Comeback Intel: Turnaround Is Real, But The Valuations Went Bonkers (Upgrade) Intel Could Be The Next Micron Snapshot of Quant and Wall St. ratings for quantum computing stocks after Nvidia's latest push Intel rises as Susquehanna ups price target on 'insatiable' CPU demand

JasonDoiy/iStock Unreleased via Getty Images Intel ( INTC ) launched its Core Series 3 processors, which are designed to power artificial intelligence-ready devices for small businesses, schools, and value buyers at a lower cost. Intel shares had edged up 2% during early market action on Thursday. The new series, released today, was built on the foundation of Intel Core Ultra Series 3, also known as Panther Lake, on Intel's 18A process node technology. "At a time when prices are rising and expectations are shifting, Intel Core Series 3 elevates value-orientated computing with exceptional battery life, boosted AI-ready performance, and broad ecosystem choice," said Josh Newman, Intel's general manager and vice president of consumer PC and client computing group. "By delivering the latest IP with modern, purpose-designed silicon and right-sized performance, we’re expanding access to better technology that meets the real-world needs of students, families, small businesses, and edge deployments at a scale that no other company can match." The Intel Core Series 3 is the company's first hybrid AI-ready core series processor. It can support AI workloads with up to 40 platform TOPS, or trillions of operations per second, the company said. The new processors for consumers and commercial use are available starting today through Intel's OEM partners. Some of the partners launching products containing Intel Core Series 3 today or later this year include Acer, Asus, Dell ( DELL ), HP ( HPQ ), Lenovo, and Samsung ( SSNLF ). More on Intel Intel: An Unreal Comeback Intel: Turnaround Is Real, But The Valuations Went Bonkers (Upgrade) Intel Could Be The Next Micron Snapshot of Quant and Wall St. ratings for quantum computing stocks after Nvidia's latest push Intel rises as Susquehanna ups price target on 'insatiable' CPU demand

jetcityimage/iStock Editorial via Getty Images Introduction AT&T Inc. ( T ) has been on a wild ride since I last gave it a Buy rating , as it jumped over $28 per share but has since declined to reach around my published price. With the company’s earnings incoming, I want to dive into what I’m looking forward to the most. What Has Changed Since My Last Analysis My previous article was written when AT&T was still in the process of completing two transformative deals. Both have now either closed or are delivering results ahead of schedule. When I last wrote about AT&T, it was still going through two transformative deals, but it has advanced on these dynamics. The deal for Lumen Technologies, Inc.'s Mass Markets ( LUMN ) officially closed earlier in February for $5.75B and will add over 1MM fiber subscribers across more than 4MM locations in major cities like Denver and Seattle. This will help T in its pursuit of reaching 40MM total fiber passings by the end of the year, with the ultimate goal being 60MM by 2030. For the EchoStar Corporation ( SATS ), the deal is not formally closed, but it is already delivering results, as T secured a short-term spectrum manager lease that allows the firm to use the 3.45 GHz midband spectrum ahead of FCC approval. The impact is direct, as T has been reporting download speeds up to 80% faster on mobile and 55% faster for wireless. When the $23B deal closes, which is set for mid-2026, so relatively soon, the company will add around 50 MHz of combined low-band and mid-band spectrum nationwide, effectively closing the gap with T-Mobile. Five Things I’m Watching On April 22nd I believe that the single most important dynamic to look at will be the net fiber adds with the Lumen integration. In Q4, T added 283K fiber subscribers organically, but the Q1 numbers will be the first ones to include Lumen’s existing subscriber base. I want to see the organic run rate holding above 250K with management providing guidance on how they can quickly cross...

美国纽约联储主席（享有FOMC永久投票权，号称美联储三把手）威廉姆斯：现在并非就利率给出指引的时机。 极高的不确定性应促使政策制定者避免对未来的利率路径提供强力指引。 当前，美联储政策具有适度的限制性。 如果通胀朝着目标靠拢，仍然预计FOMC将降息。 仍将长期降息纳入考量，前提是通胀开始缓解，以确保政策仅保持适度的限制性。 预计今年头条通胀率将以2.75%-3%结束，随后在2027年回落至2%的目标水平。 AI网络安全关切“具有巨大的重要性”。

Welcome to Bloomberg’s Banking Monitor . Every Thursday we’ll deliver you the top news of the global banking industry with emerging trends, winners and losers and market opportunities. Sign up now if you’re not already on the list. This was a curious earnings week, where Wall Street banks like JPMorgan Chase and Goldman Sachs Group could utterly smash their own trading records and still not entirely thrill investors. Wells Fargo gave its shareholders little to be thrilled about, and they reacted accordingly. Let’s skip a line-by-line, bank-by-bank rundown and concentrate on the broad themes that emerged. Trading overall was strong with new records set amid war and volatility, but you can’t please everyone: some banks fell short on FICC, accounting for part of the investor disappointment. Notably, the Iran war upended the rates trading desk at Goldman Sach Group. Private credit was top of mind, and bankers were optimistic about its prospects , especially in their own portfolios. If there’s a systemic threat, they mostly don’t see it. In spite of the good numbers, headcount fell , due mainly to natural attrition and holding the line on expenses, rather than some kind of AI wipeout of human workers. Speaking of AI wipeouts, bankers and regulators are sifting through Anthropic’s Mythos to see if its ability to find flaws in security systems could trigger some kind of financial crisis for banks . How real is the danger? Will Mythos render a “fortress balance sheet” into something more like a lightly defended foxhole? Bloomberg is hosting a Live Q&A on Friday, April 17 on the Mythos threat , featuring real humans. Bloomberg’s Edward Ludlow leads a conversation with reporters Shirin Ghaffary, Margi Murphy and Todd Gillespie at 1:30 p.m. New York time. Bloomberg digital subscribers and Terminal clients have the exclusive opportunity to ask our team questions. In the meantime, who better to ask than The Monitor ’s own AI assistants? It turns out they’re skeptical and a tad d...