Subsidies give Toyota a clear pricing edge

Presented by Box As frontier models converge, the advantage in enterprise AI is moving away from the model and toward the data it can safely access. For most enterprises, that advantage lives in unstructured data: the contracts, case files, product specifications, and internal knowledge. For enterprise leaders, the question is no longer which model to use, but which platform governs the content those models are allowed to reason over. "It's not what the model does anymore, it's the enterprise's own unstructured data – their content, how it's organized, how it's governed, and how it's made accessible to the AI." says Yash Bhavnani, head of AI at Box. "The organizations that will lead in AI are the ones that built the governance infrastructure to make any model trustworthy, with the right permissions in place, the right content accessible, and a clear audit trail for every action taken," says Ben Kus, CTO of Box. Enterprise AI must be grounded in secure systems of record As the advantage in AI shifts from models to governed content, systems of record are becoming the foundation that makes enterprise AI trustworthy. Employees use frontier models to summarize documents, draft reports, answer questions, but when those tools are disconnected from authoritative internal repositories, the results are difficult to trust, impossible to audit, and potentially dangerous. AI that cannot trace its outputs back to a governed source of record becomes a liability. "It's not a theoretical concern," Bhavnani says. "For an insurance enterprise using AI to analyze client claims, low accuracy is simply not acceptable, and untraceable output can't be acted upon." Systems of record provide authoritative, version-controlled content with embedded permissions and compliance controls already built in, and RAG pipelines retrieve data from live repositories at inference time, connecting responses directly to current, traceable sources. Without integration into systems of record, employees build ...

The Whole New World composer who soundtracked millennial childhoods and won eight Oscars looks back on a stellar career Get our weekend culture and lifestyle email In early 1991, the composer Alan Menken took a keyboard to St Vincent’s hospital in New York to visit his friend and creative partner, the lyricist Howard Ashman. Ashman was in the final stages of Aids-related illness, but was determined to finish his work on Disney’s Aladdin. Together, they knocked out the music and lyrics for Prince Ali – one of the movie’s most joyous numbers – as Ashman lay in bed. Menken and Ashman had already collaborated on Disney’s hit 1989 animated musical The Little Mermaid; in the winter of 1991, they were putting the finishing touches on Aladdin and Beauty and the Beast simultaneously. Ashman was “fighting for his life” while they were working on all three, Menken recalls from his home studio in upstate New York. At first, he had no idea his friend was sick, let alone battling HIV; Ashman only revealed his diagnosis after they won the Oscar for best original song for Under the Sea in 1990. Continue reading...

The period drama set in feudal Japan is an epic of divine proportion, tackling grand questions of faith and colonisation with remarkable fervour Get our weekend culture and lifestyle email The year is 1640. Sebastião Rodrigues (Andrew Garfield) arrives in Japan with fellow Jesuit missionary Francisco Garupe (Adam Driver) to search for their missing mentor, Cristóvão Ferreira (Liam Neeson). There, Rodrigues witnesses how “Kirishitans” – historical Japanese Catholics – must practise their faith in secret because their religion is heresy in Edo-period Japan. As he observes how the Japanese belief differs from his teachings, Rodrigues begins to question his faith. Despite praying ceaselessly, Rodrigues does not hear back from God. Silence, one of Martin Scorsese’s passion projects, was released in 2016 after nearly three decades in development. Scorsese’s dedication mirrors the spiritual journey of his protagonist. Continue reading...

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Welcome to The Brink . I’m Eliza Ronalds-Hannon , reporting from Atlanta, and I’ve been looking into Red Lobster’s turnaround effort and the return of a promotion that contributed to its downfall. We also have news on Goeasy, distressed Argentinian companies and the software selloff. Follow this link to subscribe . Send us feedback and tips at debtnews@bloomberg.net . Shrimp Tales Red Lobster is on a mission to achieve what its new leader has said will be “the greatest comeback in the history of the restaurant industry.” Apparently, that includes bringing back “Endless Shrimp” — an offering that proved so popular, and so costly, when it was a permanent fixture on Red Lobster’s menu that it helped tip the seafood chain into bankruptcy in 2024. Red Lobster is looking to launch a limited-time version of the all-you-can-eat deal, with the promotion set to kick in as soon as this month. A representative for Red Lobster said the chain doesn’t have “anything to announce at this time,” adding that it is always paying attention to what guests are asking for. Red Lobster would be reviving the old favorite as part of efforts to lure customers and fuel growth at a time when diners face a plethora of choices, and the brand has lost some luster. But the temporary nature of the current deal is a crucial distinction from the last time it was on offer. Insiders point to the 2023 decision by Red Lobster’s previous management to make Endless Shrimp available year-round as a big reason for the chain’s collapse. Before that, going back some two decades, it was a success as a strictly limited-time event. As an everyday item, Endless Shrimp caused Red Lobster to lose $11 million in a single quarter and contributed to a cash crunch. The restructuring expert who took over as chief executive before and during its bankruptcy said in court filings that the decision “harmed” Red Lobster by costing millions and creating “burdensome supply obligations” as it churned through its inventories of shr...

A new book by Molly Crabapple documents the rise and fall of a revolutionary Jewish party that fought against Zionism and for ‘solidarity across difference’ There is perhaps no more vivid illustration of the moral nadir Israel has reached than the Knesset’s passage, two days before Passover, of a death penalty law that applies only to Palestinians. The measure, whose approval was greeted with tears of joy and the popping of champagne in the legislative chamber, is a concise legal expression of the core animating idea of modern Israel: that there exists no humane obligation in Jewish tradition with a durable universal ambit. The notion that Jews should have a special concern for the fate of all humanity, regardless of ethnicity or creed, lies dead beneath the rubble in Gaza. It had to be killed, however, because there was a time when it lived . Cosmopolitanism over nationalism, social democracy over rapacious capitalism, collective liberation over ethno-chauvinist fortress-building – these were the values that animated the Jewish Labour Bund, a revolutionary party founded in 1897 in the Tsarist empire. “For leftist Jews longing for resources within our own past for combating the Zionist death cult,” as author, activist and artist Molly Crabapple puts it, “the Bund is a model.” A model with an audience – Crabapple’s new history of the Bund was already in its second printing the week before it came out. Continue reading...

SUNNYVALE, Calif., April 07, 2026 (GLOBE NEWSWIRE) -- eGain (NASDAQ: EGAN) today announced new enterprise AI platform connectors that integrate Microsoft Copilot, Anthropic Claude, Google Gemini CLI, and Cursor with eGain AI Knowledge Hub, the company’s AI-powered knowledge management platform. The connectors allow organizations to ground these AI platforms in a single, governed knowledge source, so every AI model, agent, and agentic developer environment can use accurate, up-to-date knowledge r

Near-term inflation expectations jumped in March by the most in a year as consumers anticipated higher gas and food prices with the onset of war in the Middle East, according to a Federal Reserve Bank of New York survey released Tuesday. US consumers said they expected an inflation rate of 3.4% over the next 12 months, up 0.4 percentage points from February, according to the median response in the New York Fed’s monthly Survey of Consumer Expectations. The outlook for inflation in three years rose slightly to 3.1%, and expected inflation in five years remained unchanged at 3%. The survey, conducted March 2 to 31, captured a rise in consumer stress after the US and Israel launched their first strikes against Iran. The war has caused oil prices to surge and renewed upward pressure on inflation, which has run above the Fed’s 2% target for five years. Respondents said they expected gas prices to be 9.4% higher in one year, up 5.3 percentage points from before the conflict and the highest since March 2022. Food costs are seen rising by 6% over the next year, up 0.7 percentage point from February. Households expressed more pessimism over their finances, with a larger share reporting a worse financial situation compared to a year ago. The share of households expecting their finances to deteriorate over the next year also increased to the highest level since April 2025. Fed officials have held their benchmark rate steady so far this year, with several policymakers signaling interest rates are well positioned for them to balance risks to both employment and inflation. US job growth rebounded in March after a sharp decline in February, according to Labor Department data released last week. Fed’s Williams Expects Little Change to Underlying Inflation Fed Faces War-Driven Price Shock With Credibility Already Frayed Consumers have a mixed view of the labor market, the survey showed. On one hand, respondents saw a greater probability that the unemployment rate will be higher one ...

In this video, I will talk for once about selling stocks instead of buying. When to sell, why sell, and the lessons we could learn from legendary investors. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of April. 2, 2026. The video was published on April. 4, 2026. Continue reading

Space is back in the lexicon. The United States just sent a mission back to orbit the Moon for the first time in decades, and SpaceX is rapidly approaching an initial public offering (IPO) that may be the largest in history. Investors are excited about the space economy and what it can bring to the future of civilization, as well as to their portfolios. Two publicly traded space flight companies you can buy right now are Rocket Lab (NASDAQ: RKLB) and Firefly Aerospace (NASDAQ: FLY) . Both have successfully launched rockets into orbit and have ambitions to become contractors for the space economy, both commercially and for defense projects. But which stock is the better buy today? Image source: Getty Images. Continue reading

The tour brings in maternity wildcard and parental leave, with surfers saying it is a ‘huge step in the right direction’ and ‘so sick’ for the sport This year’s Rip Curl Pro at Bells Beach has felt different for Connor O’Leary. After almost a decade on tour, this is the Australian Japanese surfer’s first World Surf League campaign with a baby in tow. Romii-Sakura O’Leary, who will celebrate her first birthday this month, is one of a growing number of children hanging out in the competitor’s area. “I was watching her crawling around the competition site yesterday,” O’Leary says midway through the Pro, the opening event of the 2026 WSL calendar. “Seeing her crawling around, playing with Kelly [Slater], Steph [Gilmore] was grabbing her, it makes you appreciate the life that we live.” Continue reading...

格隆汇4月7日｜周二波罗的海干散货运价指数升至逾一个月最高水平，因所有类型船的运价指数均上涨。波罗的海干散货运价指数较前一交易日上涨29点，或1.8%，至2095点，为3月5日以来最高水平。海岬型船运价指数上涨62点，或约2%，至逾一个月高点3148点。海岬型船日均获利上涨557美元，至25045美元。巴拿马型船运价指数上涨18点，或1%，至1802点。巴拿马型船日均获利上涨164美元，至16220美元。超灵便型散货船运价指数上涨7点，或0.6%，报1231点。

英特尔 将参与马斯克的Terafab项目，为其提供芯片设计和制造方面的帮助。这是 特斯拉 和SpaceX的一项雄心勃勃的举措，旨在得克萨斯州建造一座新的芯片工厂，以支持每年1万亿瓦的算力。 英特尔在社交媒体平台X上发帖称：“我们大规模设计、制造和封装超高性能芯片的能力，将有助于加速实现Terafab每年产出1万亿瓦算力的目标，从而为AI和机器人技术的未来发展提供动力。” 据英特尔称，马斯克于上周末访问了该公司。 英特尔股价上涨2.2%，至51.94美元。 马斯克上月宣布的Terafab工厂旨在生产芯片，用于特斯拉的汽车、其正在研发的人形机器人，以及SpaceX在太空建造AI数据中心的计划。 对于寻求迅速扩大AI基础设施规模的科技公司而言，某些类型芯片的供应已成为一大关键瓶颈。马斯克曾表示，Terafab项目正是为了应对既有芯片制造商的供应限制。 责任编辑：李桐

格隆汇4月7日｜环球音乐集团(UNVGY.US)涨12.5%，报11.08美元。消息面上，阿克曼旗下潘兴广场资本管理公司表示，已提交一份不具约束力的提案，计划以约558亿欧元(合644亿美元)现金加股票方式收购环球音乐集团。该收购报价相当于每股作价30.4欧元，较环球音乐4月2日收盘价溢价78%。根据交易条款，环球音乐将与潘兴广场合并成立新公司，并在纽约证券交易所上市，交易预计于今年年底完成。(格隆汇)

美伊战争及其后果带来的不确定性，正促使 瑞银 下调对标普500指数的年终目标。 该行在周二的一份报告中表示，将2026年的目标从7700点下调至7500点。这仍较该 broad 指数周一收盘价有约13.4%的上涨空间，并意味着2026年的回报率约为9.5%。 瑞银首席投资官兼全球股票主管乌尔丽克·霍夫曼-布查迪写道，本周市场正密切关注特朗普周二晚上8点对伊朗的最后期限，并且该行一直建议交易员在能源价格仍处于高位时降低投资组合的风险。 他写道：“我们对高度依赖能源供应中断的股票市场变得更加谨慎，包括欧洲、欧元区和印度。”然而，霍夫曼-布查迪提醒说，投资者不应完全撤离风险资产。“考虑到风险资产在中长期内的潜在积极因素，近期的企业和经济发展也提醒了投资者为何应继续参与市场。” 责任编辑：张俊 SF065

4月7日，英特尔表示，将加入马斯克的超级AI芯片工厂Terafab综合体项目。英特尔在社交媒体平台X上发布的一则帖子中写道：“我们大规模设计、制造和封装超高性能芯片的能力，将有助于加速Terafab实现每年生产1 太瓦（terawatt）计算能力的目标，从而为人工智能和机器人技术的未来进步提供动力。”马斯克此前宣布，将在美国得克萨斯州建造两家先进的芯片工厂，一家用于为汽车和人形机器人供电，另一家则专为太空中的人工智能数据中心设计。（第一财经）

bpawesome/iStock via Getty Images Thesis Summary Lumentum ( LITE ) is having its Nvidia ( NVDA ) moment. The stock is up over 1400% in the last year, and with good reason. This is a company that controls something fundamental to the next phase of AI, the movement of data. While a lot of investors are still focused on compute, bandwidth is now the real problem. As data centers push beyond 800G speeds, the industry is running into a hard physical constraint which is the limitations faced by copper. The only real alternative is optical solutions and Lumentum sits at the center of that transition. This is physics forcing a new layer of infrastructure into existence. Just as GPUs and Nvidia ( NVDA ) became unavoidable as AI workloads scaled and compute demand exploded, Lumentum is becoming unavoidable as the data that feeds those systems needs to move faster and more efficiently. But the stock is already up 10x in the last few months, is this still a good buy? The Shift No One Saw Coming Let’s start by breaking down the tech. Inside every high-speed optical transceiver sits a laser, and more specifically, an electro-absorption modulated laser, or EML. These are not commoditized parts that can be easily sourced or scaled. They are complex, yield-sensitive, and extremely difficult to manufacture at the performance levels required for 800G and 1.6T systems. Lumentum controls roughly 30% of the market. EML market share (MRA) The key thing to understand here is that optical is not a choice, but by necessity. As hyperscalers like Amazon ( AMZN ), Microsoft ( MSFT ) and Google ( GOOGL ) continue to scale AI clusters, the amount of data that needs to move between GPUs increases exponentially. This is clearly creating a shift away from copper interconnects and toward optical systems, which dramatically increases the amount of optical content per data center. From Supplier To Strategic Asset What has changed over the past year, and what the market is still catching up to, is how L...

Broadcom shares jumped after the AI chipmaker said it announced agreements to provide custom chips to Google and computing capacity to Anthropic.

据美国方面7日消息，伊朗已终止与美国之间的直接外交联系。中东官员表示，尽管如此，伊朗与停火调解方的谈判仍在继续。 此外，三名伊朗高级官员表示，伊朗方面已通知巴基斯坦，不会再参加旨在停火的会谈。（央视）

NVIDIA Corporation (NASDAQ:NVDA) is one of the 8 Best American Stocks to Buy for the Next 5 Years. On March 31, NVIDIA Corporation (NASDAQ:NVDA) and Marvell Technology, Inc. (NASDAQ: MRVL) announced a strategic partnership in which NVDA is investing $2 billion in Marvell. The collaboration focuses on NVDA’s NVLink Fusion, a rack-scale AI infrastructure that […]

U.S. stocks were lower Tuesday — but with the S&P 500 still modestly positive in April — as President Donald Trump intensified his threats against Iran to reopen the Strait of Hormuz by this evening.

Torsten Asmus The technology sector ( XLK ) has experienced one of the weakest periods of relative returns over the past 50 years, according to Goldman Sachs strategist Peter Oppenheimer. The sector has had one of the worst periods of relative underperformance compared with global stocks excluding technology since the early 1970s, the strategist noted, with the decline beginning in early 2025 following the release of DeepSeek, which raised concerns about competitive moats. Distribution of returns of World Tech vs. World ex. TMT, data since 1973 (Datastream, Goldman Sachs Global Investment Research) Several factors have contributed to this historic weakness, according to Oppenheimer. The massive increase in hyperscaler capital expenditure has raised concerns about the potential returns these companies can generate, with the strategist warning that the history of technology breakthroughs “is littered with examples of new technologies that attracted large sums of capital to build out underlying infrastructure, which have led, ultimately, to low returns.” Investors have also grown wary of companies that might become the AI era’s version of Kodak or Nokia, he said. The boom in tech spending has also triggered what Oppenheimer called the “HALO effect,” as growth opportunities for technology companies are no longer about “finding solutions to problems in the virtual world through apps and software,” he said. Instead, future growth has become increasingly dependent on physical infrastructure like data centers and energy suppliers, leading investors to rotate into value-oriented old economy industries that have long been neglected. Despite the sell-off, the strategist pointed to a striking disconnect between stock performance and fundamentals, noting a “record gap between performance and underlying earnings growth.” Analysts expect information technology ( XLK ) to increase earnings per share by 44% and account for 87% of S&P 500 ( SP500 ) EPS growth in the first quarter of ...

格隆汇4月7日｜美国宇航局发布了阿耳忒弥斯2号任务的新照片。

adamkaz/E+ via Getty Images Introduction Capital City Bank Group ( CCBG ) is one of the largest publicly traded financial holding companies headquartered in Florida. The bank has more than 60 offices in Florida, Georgia, and Alabama and operates a few dozen additional offices focusing on mortgage banking in the Southeast. Florida remains the key market for this bank as it drives 81% of the total consolidated revenue. Georgia is the second biggest contributor with a 17% stake, and the revenue generated in other states than the aforementioned two is negligible. I like the bank for its robust loan book with low loan loss provisions. But this goes hand in hand with a robust valuation, as the stock is trading at more than 12 times last year’s earnings and at approximately 1.7 times its tangible book value. Decent Earnings Results During 2025, the bank reported a total interest income of just over $204 million , which represents a 5% increase compared to the preceding year. And while the interest income increased, the interest expenses decreased by almost 10% to just over $32.7 million , resulting in a net interest income of almost $172 million, which represents an increase of approximately 8% compared to the preceding year. CCBG Investor Relations While the net interest income is important to support the bottom line, Capital City Bank Corp. also generates a pretty decent amount in non-interest income thanks to deposit fees, bank card fees, and fees generated through its wealth management division as well as the mortgage banking division. The $82.4 million in non-interest income was, of course, not sufficient to cover the non-interest expenses, which came in at $167 million, but the total amount of net non-interest expenses decreased from almost $90 million to less than $85 million, and it goes without saying this had a positive impact on the bottom line result. As the bank was also able to keep its loan loss provision limited to just $5.3 million (although this was a 30%...

高盛 最新发布的机构投资者调查显示，市场对信贷市场的担忧日益加剧，随着结构性风险愈加凸显，看空情绪和空头头寸均达到历史最高水平。 这项由高盛Marquee MarketView团队在3月30日至4月1日期间进行的调查反映了784家机构客户的观点，结果显示投资者对私人信贷领域的脆弱性越来越感到担忧。 华尔街许多人士的担忧集中在：承销标准的可持续性、借款人行业可能面临的压力，以及包括石油驱动冲击在内的不利宏观背景会如何在整个市场中流动性较差的环节产生连锁反应。 责任编辑：张俊 SF065

据俄罗斯外交部网站发布的消息，俄外长拉夫罗夫7日同阿拉伯联合酋长国副总理兼外长阿卜杜拉通电话，就波斯湾地区军事和政治局势持续恶化交换意见，双方呼吁立即停止该地区敌对行动。 双方指出，波斯湾地区的敌对行动正造成人员伤亡，并对重要民用基础设施造成严重破坏。未直接参与武装冲突的地区国家同样遭受了这些损失。 双方重申致力于保持密切外交协调，以便在国际法框架下，充分尊重波斯湾地区各国合法利益，和平解决中东危机。(新华社)

Barclays analyst Raimo Lenschow says Oracle (ORCL) naming Hilary Maxson as its CFO is a “small positive.” The hire is “prudent” as Maxson’s industrials background complements Oracle’s growing cloud business that is more capital-intensive and complex, the analyst tells investors in a research note. Barclays views the news as a “small positive to the long-term story,” noting Oracle’s business requirements are changing given the spending needed for its accelerating AI infrastructure business. The f

随着美国打击伊朗发电厂的倒计时临近，核官员发出警告：如果以色列或美国军队将目标对准伊朗的布什尔核电站，可能引发波及整个地区的放射性事件。如果德黑兰不遵守特朗普的停火最后通牒，其位于波斯湾沿岸、面向邻国阿拉伯国家的唯一在运行核电站，可能成为打击目标。包括美国驻联合国大使沃尔兹在内的白宫官员拒绝将布什尔核电站排除在袭击可能性之外。这座1吉瓦的核电站位于哈尔克岛东南约70公里处，其周边区域在过去数周内已四次成为袭击目标，引发国际原子能机构的警告。国际原子能机构总干事格罗西周日在一份声明中表示，这些袭击可能导致超出伊朗范围的严重放射性事故。

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