人工智能的能力边界正从信息处理向行动执行跨越。新一代 AI 智能体（Agent）不再只是回答问题的工具，而是开始参与任务规划、工具调用，甚至影响用户的搜索、比较、购买和支付决策。 对于出海企业来说，海外增长的底层逻辑正随之发生变化。 企业不仅要思考如何触达用户，也要思考自己的产品信息、定价体系、交易流程和支付体验，是否能够适应 AI 深度介入后的新消费路径。 在这一变化中，亚太地区正成为观察 AI...
人工智能的能力边界正从信息处理向行动执行跨越。新一代 AI 智能体（Agent）不再只是回答问题的工具，而是开始参与任务规划、工具调用，甚至影响用户的搜索、比较、购买和支付决策。 对于出海企业来说，海外增长的底层逻辑正随之发生变化。 企业不仅要思考如何触达用户，也要思考自己的产品信息、定价体系、交易流程和支付体验，是否能够适应 AI 深度介入后的新消费路径。 在这一变化中，亚太地区正成为观察 AI 商业化和线上增长的重要市场。一方面，亚太市场拥有庞大的数字原生用户群体和高度成熟的移动互联网生态；另一方面，不同国家和地区在消费习惯、支付方式、金融基础设施和本地化要求上差异明显。对出海企业而言，机会不只来自市场规模，也来自能否更快理解新的流量入口、购买决策方式和交易转化机制。 AI 时代的出海增长，不再只是投放广告、建设官网或优化 App，而是要重新审视过去的完整消费链路——从发现，到选择，再到下单和完成支付。 谁能更早理解智能体商务带来的新规则，更好地完成商品信息结构化、支付流程优化和商业模式设计，谁就更有可能在下一轮跨境增长中获得优势。 为了助力出海企业更好地理解 AI 与智能体带来的商业变革，Stripe 将于8月12日举办“Stripe Online：预见营收未来”线上研讨会，主题为 AI、全球支付与亚太机遇。 来自 Stripe、Anthropic、天际资本、Google、PixVerse 的专家、行业领袖和企业代表，将从趋势洞察、实战经验和解决方案角度，帮助企业理解 AI 时代的商业变化，并找到更可落地的增长策略。 Stripe 是全球领先的在线支付基础设施服务商，为各类企业提供从收款、支付到风控的一站式解决方案。 本次 Stripe Online 将包含两大分会场： 一是 “AI 变革后的商业创新” ，聚焦智能体商务、AI 原生产品商业化、新的营收模式与变现策略等趋势； 二是 “亚太支付规模化增长” ，介绍如何通过本地化支付、转化率提升、授权率优化和全球支付基础设施，帮助企业在亚太及更广阔市场实现更高效的营收增长。 如果您关注 AI、智能体以及支付领域的前沿趋势，欢迎扫描下方二维码或点击文末“阅读原文”，填写表单报名，参加本次活动。 请您务必提交企业邮箱，活动通知将发送至该邮箱。 报名将于2026年7月31日23:59截止。 活动信息 时间：2026年8月...
Government’s former extremism adviser sounds alarm as idea that diversity is harmful becomes ‘mainstream view’ Two in five Britons believe Muslims cannot integrate into British society and more than half believe the country’s national identity is disappearing due to “diversity”, a report authored by a former government adviser on extremism has found. Sara Khan, who stood down in 2024 as the UK’s f...
Government’s former extremism adviser sounds alarm as idea that diversity is harmful becomes ‘mainstream view’ Two in five Britons believe Muslims cannot integrate into British society and more than half believe the country’s national identity is disappearing due to “diversity”, a report authored by a former government adviser on extremism has found. Sara Khan, who stood down in 2024 as the UK’s first counter-extremism commissioner, said such views contrasted sharply with accompanying findings that showed 85% of Muslims “favour integration”. Continue reading...
Growing number of farm outposts using violence to seize territory, a process seemingly enabled by radical elements in Netanyahu’s government The attack in Ein Arik came in the middle of the night and was aimed at the rudiments of life: the earth, water, roots and seedlings. Ilham Karajeh awoke on Friday last week to find her family allotment raided and ruined. The thin black irrigation pipes had b...
Growing number of farm outposts using violence to seize territory, a process seemingly enabled by radical elements in Netanyahu’s government The attack in Ein Arik came in the middle of the night and was aimed at the rudiments of life: the earth, water, roots and seedlings. Ilham Karajeh awoke on Friday last week to find her family allotment raided and ruined. The thin black irrigation pipes had been sliced, grape vines cut and 70 young olive trees, the embodiment of the family’s aspirations for the future, had been uprooted. Continue reading...
As the History of Advertising Trust turns 50, our writer revels in its vast archive, remembering the bread boy on his bike, the suggestive coffee-drinkers and the Hamlet smoker adjusting his comb-over Hanging over the toilet in the gents’ loos at the History of Advertising Trust’s archive in deepest Norfolk is a photograph of Ian Botham. It’s not just the cricketing great’s mullet that tells you t...
As the History of Advertising Trust turns 50, our writer revels in its vast archive, remembering the bread boy on his bike, the suggestive coffee-drinkers and the Hamlet smoker adjusting his comb-over Hanging over the toilet in the gents’ loos at the History of Advertising Trust’s archive in deepest Norfolk is a photograph of Ian Botham. It’s not just the cricketing great’s mullet that tells you this is 1986, but the fact that Beefy is smoking a cigar. The caption below answers the question that has troubled philosophers since Aristotle: “Happiness is a cigar called Hamlet.” If the past is a foreign country, then the history of advertising is a whole alternate universe, one in which excitable metallic martians induced us to buy Cadbury’s powdered potatoes with the slogan: “For mash get Smash.” It’s a place where bowler-hatted chimps dressed as removal men wooed us into buying PG Tips tea, while legions of sports stars energetically advertised carcinogenic smokes. Continue reading...
Last summer, a 14-year-old girl was sexually assaulted by an asylum seeker in Epping and this small community was engulfed in protest. Can it recover? When Sherzod* moved to Epping in 2025, he was dreaming of a little garden, long dog walks in the forest and more space to breathe. At 20, he had moved from Uzbekistan to the UK to study law, then lived in north London for decades. In his mid-40s, af...
Last summer, a 14-year-old girl was sexually assaulted by an asylum seeker in Epping and this small community was engulfed in protest. Can it recover? When Sherzod* moved to Epping in 2025, he was dreaming of a little garden, long dog walks in the forest and more space to breathe. At 20, he had moved from Uzbekistan to the UK to study law, then lived in north London for decades. In his mid-40s, after establishing himself in a media job, he began visiting the forest – 5,900 acres of green lung saved by the Epping Forest Act 1878. The pretty shops of the old south-west Essex town delighted him. “I just liked the high street, I liked the people,” he says. “The people were really friendly.” Epping was created by the canons of Waltham Abbey in the 13th century as a market town on the road from London to Cambridge. Its high street is still thriving. There is a Gail’s bakery and an M&S Food shop; the four-bed semis in the estate agents’ windows are listed at just shy of £1m. Continue reading...
The beloved BBC sitcom is now a quarter of a century old. Ahead of two TV celebrations, here are 25 things you didn’t know about television’s funniest workplace mockumentary Fetch the acoustic guitar and twiddle your TM Lewin tie because it’s the 25th anniversary of The Office. Yes, it’s a quarter of a century since we were introduced to Wernham Hogg paper company’s David Brent – a friend first, b...
The beloved BBC sitcom is now a quarter of a century old. Ahead of two TV celebrations, here are 25 things you didn’t know about television’s funniest workplace mockumentary Fetch the acoustic guitar and twiddle your TM Lewin tie because it’s the 25th anniversary of The Office. Yes, it’s a quarter of a century since we were introduced to Wernham Hogg paper company’s David Brent – a friend first, boss second, probably an entertainer third. To commemorate the majestic mockumentary’s silver jubilee, actors Martin Freeman and Mackenzie Crook are reuniting to present a BBC documentary looking back at the show. Meanwhile, co-creator Ricky Gervais is releasing a retrospective special on his YouTube channel . Continue reading...
A mainland Chinese court has claimed jurisdiction over an investor lawsuit against a Hong Kong-listed firm for the first time, with the move likely to increase scrutiny of corporate disclosures. Mainland investors filed the lawsuit with the Beijing Financial Court, alleging that an overseas-incorporated company had failed to disclose irregular loans, unauthorised guarantees and related-party trans...
A mainland Chinese court has claimed jurisdiction over an investor lawsuit against a Hong Kong-listed firm for the first time, with the move likely to increase scrutiny of corporate disclosures. Mainland investors filed the lawsuit with the Beijing Financial Court, alleging that an overseas-incorporated company had failed to disclose irregular loans, unauthorised guarantees and related-party transactions in 2017 and 2018, in violation of Hong Kong’s listing rules, according to a recent report by...
Taiwan’s flagship “T-Dome” air defence programme is facing possible delays to 2028 after budget disputes left one of its critical indigenous missile systems without a clear funding source. The island’s opposition-controlled legislature approved a reduced NT$780 billion (over US$24 billion) special defence budget in May, rejecting a larger NT$1.25 trillion package proposed by the government. Among ...
Taiwan’s flagship “T-Dome” air defence programme is facing possible delays to 2028 after budget disputes left one of its critical indigenous missile systems without a clear funding source. The island’s opposition-controlled legislature approved a reduced NT$780 billion (over US$24 billion) special defence budget in May, rejecting a larger NT$1.25 trillion package proposed by the government. Among the excluded projects was funding for the indigenous Chiang-Kong (Strong Bow) anti-ballistic missile...
kyoshino/E+ via Getty Images 7:00 AM MBA Mortgage Applications The Mortgage Bankers' Association compiles various mortgage loan indexes. The purchase applications index measures applications at mortgage lenders. 10:30 AM EIA Petroleum Status Report The Energy Information Administration, or EIA, provides weekly information on petroleum inventories in the U.S., whether produced here or abroad. 1:00 ...
kyoshino/E+ via Getty Images 7:00 AM MBA Mortgage Applications The Mortgage Bankers' Association compiles various mortgage loan indexes. The purchase applications index measures applications at mortgage lenders. 10:30 AM EIA Petroleum Status Report The Energy Information Administration, or EIA, provides weekly information on petroleum inventories in the U.S., whether produced here or abroad. 1:00 PM 10-Yr Note Auction Treasury notes are sold at regularly scheduled public auctions. The competitive bids at these auctions determine the interest rate paid on each Treasury note issue. 2:00 PM FOMC Minutes Detailing the issues of debate and consensus among policymakers, the Federal Open Market Committee issues minutes of its latest meeting three weeks after the meeting. 3:00 PM Consumer Credit The dollar value of consumer installment credit outstanding. Changes in consumer credit indicate the state of consumer finances and portend future spending patterns. The consensus looks for another robust $17.5 billion May increase in consumer credit outstanding after a big $20.7 billion jump in April. More on U.S. Markets 6-Month Treasury Yield Rises To 4%: Bond Market Tells The Fed To Get On With The Rate Hikes Will Markets Start To Price In Lower Inflation Risk? Treasury Yields Snapshot: July 2, 2026 Dow posts record close, Nasdaq leads Wall Street higher as semiconductor stocks rebound Dow ends at all-time high, Nasdaq struggles after weaker-than-expected payrolls
Shares of Netflix (NASDAQ: NFLX) were drifting lower last month, continuing a broader pullback this year. While there was no major news out on the leading streamer, skepticism about its business strategy at a time when its core markets are maturing seemed to push the stock lower. Semafor reported that the company had bid on Roku , which agreed to be acquired by Fox , and that it was interested in ...
Shares of Netflix (NASDAQ: NFLX) were drifting lower last month, continuing a broader pullback this year. While there was no major news out on the leading streamer, skepticism about its business strategy at a time when its core markets are maturing seemed to push the stock lower. Semafor reported that the company had bid on Roku , which agreed to be acquired by Fox , and that it was interested in buying Lionsgate , following Warner Bros. Discovery's decision to sell itself to Paramount Skydance instead of Netflix. Continue reading
This is the forum for daily political discussion on Seeking Alpha. A new version is published every market day. Please don't leave political comments on other articles or posts on the site. The comments below are not regulated with the same rigor as the rest of the site, and this is an 'enter at your own risk' area as discussion can get very heated. If you can't stand the heat... you know what the...
This is the forum for daily political discussion on Seeking Alpha. A new version is published every market day. Please don't leave political comments on other articles or posts on the site. The comments below are not regulated with the same rigor as the rest of the site, and this is an 'enter at your own risk' area as discussion can get very heated. If you can't stand the heat... you know what they say... More on Today's Markets: Crude jumps as U.S. resumes strikes on Iran, revokes Iran's authorization to sell oil The U.S. launched a series of "powerful strikes" against Iran late Tuesday in retaliation for attacks on three commercial vessels transiting the Strait of Hormuz, U.S. Central Command said, adding pressure to the fragile ceasefire between the two countries Trump revives Greenland bid, warns Europe - reports Trump said Europe's opposition to the proposal had damaged his relationship with NATO and warned that Washington could reconsider its military commitment to the continent. "We could remove all of our soldiers out of Europe," he said, adding that European countries should "be careful" about immigration and energy policies. U.S. revokes Iranian oil waivers after Strait of Hormuz attacks The decision comes after Iran launched multiple attacks on tankers transiting the critical waterway this week, despite having promised safe passages to commercial ships under an interim deal to reopen Hormuz. The Trump administration had previously waived U.S. sanctions on Iranian oil as part of that agreement. Moderation Guidelines: We remove comments under the following categories: Personal attacks on another user account Anti-Vaxxer or covid related misinformation Stereotyping, prejudiced or racist language about individuals or the topic under discussion. Inciting violence messages, encouraging hate groups and political violence. Regardless of which side of the political divide you find yourself, please be courteous and don't direct abuse at other users. For any issue w...
Victor Golmer/iStock Editorial via Getty Images Investment Thesis Readers who have followed my work on Seeking Alpha over the past years know that my investment approach is reflected by a focus on companies with attractive risk-reward profiles that balance income with potential for dividend growth. My primary focus is not the current income but to reach an attractive portfolio balance of income ge...
Victor Golmer/iStock Editorial via Getty Images Investment Thesis Readers who have followed my work on Seeking Alpha over the past years know that my investment approach is reflected by a focus on companies with attractive risk-reward profiles that balance income with potential for dividend growth. My primary focus is not the current income but to reach an attractive portfolio balance of income generation, dividend growth potential, and potential for capital appreciation. Such an approach allows you to steadily increase the dividend income your portfolio generates. In this article, I will present two companies that I believe are currently attractive for investors, given their current valuation, the dividend they pay investors, their financial health, their competitive position in their respective industry, and their positive growth outlook. Both companies have been selected among my top 10 high-yield picks I recently mentioned on Seeking Alpha. PepsiCo I am convinced that PepsiCo ( PEP ) is an ideal addition to a broadly diversified portfolio and can help you to reduce your portfolio's overall risk. PepsiCo currently pays a Dividend Yield [FWD] of 4.13%. With a 24M Beta Factor of 0.11, a P/E GAAP [FWD] Ratio of 17.78, a broadly diversified product portfolio, a strong brand image, and an EBIT Margin [TTM] of 16.18%, PepsiCo is an excellent addition to an investment portfolio that balances income and potential for dividend growth. In the past 12 months, PepsiCo has delivered a total return of 10.79% compared to the 20.97% of the S&P 500 ( SPY ). Source: Seeking Alpha This underperformance is one of the reasons, for which PepsiCo presently has such an attractive valuation. With a current P/E GAAP [FWD] Ratio of 17.78, PepsiCo offers investors a margin of safety. It is further worth highlighting PepsiCo's current Free Cash Flow Yield [TTM] of 4.51%, which is an indicator of the company's currently attractive valuation and which shows us that PepsiCo's current stock pric...