TPU被低估了。 看完谷歌最新发布的 第8代TPU ，我终于理解马斯克说这句话的含义了。 确实，谷歌专为Agent时代打造的第8代TPU，亮点显而易见： 一是在「训推分离」这条路上，谷歌比英伟达走得更彻底—— 直接推出了两款物理上完全不同的芯片。 面向训练的TPU 8t ：整体计算性能是上一代产品Ironwood的近三倍，能将模型训练周期从数月缩短至数周。 面向推理的TPU 8i ：在成本不变的情况下，能让服务能力翻倍。 二是在能效上，谷歌继续发力—— 采用第四代液冷技术，第8代TPU 每瓦性能比上一代Ironwood提升了近两倍 。 性能和能耗两个问题一解决，Agent的大规模落地才算真正有了可能。 也正因此，这次第8代TPU一发布，就在𝕏引发了不小的讨论： 这才是真正能带来变革的硬件升级。 市场的反应也来得很直接。 就在第8代TPU亮相发布会后，Alphabet股价盘中最高涨幅2.2%，显示出资本市场对这一方向的初步认可。 预计这两款芯片将在 今年晚些时候 正式上市。 Gemini参与设计、谷歌放出两款芯片细节 值得一提的是，谷歌第8代TPU背后还有Gemini的手笔。 虽然谷歌没有透露Gemini具体参与了哪些环节，但博客里可是给它署了名（Co-designed）。 而凝聚「人机智慧」的第8代TPU，这次分别朝着训练和推理两个方向极致开卷—— 最终也诞生了 8t 和 8i 两款芯片。 笑死，网友还脑洞大开想到了一句如何区分它们的口诀： 横屏用于训练，竖屏用于推理。 先看右手边专攻训练的8t。 对比上一代Ironwood，8t直接把「规模、效率、稳定性」三件事一起拉满了： 规模 ：单个超级芯片组可扩展至 9600个芯片+2PB共享高带宽内存 ，芯片间带宽翻倍，总算力达到121 ExaFlops，支持模型直接运行在统一超大内存池中。 利用率 ：存储访问速度提升10倍，配合TPUDirect数据直连，让算力不再空转，尽可能把资源吃满。 扩展性 ：基于Virgo网络+JAX+Pathways，实现近乎线性扩展，单一逻辑集群可延伸至百万级芯片规模。 稳定性 ：通过实时遥测、自动绕过故障链路（ICI）、光路交换（OCS）等机制，在超大规模下仍能维持运行连续性，有效吞吐目标最高可达97%。 而专攻推理的8i，则完全是另一套思路，核心就三个字： 低延迟 。 为此，谷歌几乎是从...

Earnings Call Insights: Nokia (NOK) Q1 2026 Management view President and CEO Justin Hotard framed Q1 as a stronger start driven by Network Infrastructure and AI/cloud demand: "Net sales grew 4% to EUR 4.5 billion with an operating margin of 6.2%, and we delivered a free cash flow of EUR 629 million in the quarter." He also tied profitability to mix and prior-year items, saying gross margin expansion was "supported in part by the absence of a onetime charge in mobile infrastructure in the prior year" and by "strong performance in Optical Networks as we began to see the synergy benefits from the Infinera acquisition." CEO Hotard emphasized acceleration in AI-driven infrastructure spending expectations and Nokia’s revised market view: "At the time, expectations were for the largest hyperscalers to spend around $540 billion in CapEx in 2026. Now, those expectations have increased to over $700 billion." He added, "We now expect our AI and cloud addressable market to grow at a 27% CAGR between 2025 and 2028, up from the 16% we shared in November." CEO Hotard highlighted optical product roadmap timing and claimed differentiation, including that Nokia’s "next-generation hyperscale multi-rail solution" will "begin shipping later this year" and that a building-block architecture will "begin sampling in the first half of 2027 and will ship in volume in the second half" with "a reduced total cost of ownership of up to 70%." Chief Financial Officer Marco Wiren summarized segment drivers and balance-sheet position: "Free cash flow was EUR 629 million, and the quarter ended with a net cash of EUR 3.8 billion." He also said Optical Networks growth was "mainly driven by AI and cloud customers" and that IP Networks softness outside AI/cloud should improve: "We expect growth in IP Networks to start to accelerate in quarter 2 as we ramp shipments tied to new design wins with AI and cloud customers." Outlook Management raised Network Infrastructure growth assumptions for 2026 while kee...

The post Best Crypto Exchanges in Brazil by Tyran Christian appeared first on Benzinga . Visit Benzinga to get more great content like this. Quick Look: Best Crypto Exchanges in Brazil Best for All-Inclusive Features: Binance Best for Ease of Use: Coinbase Best for Global Reputation: Huobi Global Best for Exchange Rates: FTX Exchange Finding the best cryptocurrency exchange in Brazil depends on if you plan to trade large market capitalization assets like Bitcoin and Ethereum or smaller-cap altcoins. The type of payment options and security features of the exchange may also be a factor in your decision. You can choose from a ton of options for buying Bitcoin in Brazil. Brazilian crypto enthusiasts can choose between local and international exchanges. As adoption grows in the country, Brazil aims to dominate the Bitcoin market in Latin America. Before opening a live-funded exchange account, beginners in crypto trading would be wise to learn the best trading practices on a demo account. Also, be prepared to handle the inherently volatile nature of digital asset markets. Table of contents [ Show ] Quick Look: Best Crypto Exchanges in Brazil Best Crypto Exchanges in Brazil 1. Best for All-Inclusive Features: Binance 2. Best for Ease of Use: Coinbase (NASDAQ: COIN) 3. Best for Global Reputation: Huobi Global 4. Best for Exchange Rates: FTX Exchange Cryptocurrency Exchange Types Current Crypto Prices What to Look for in a Cryptocurrency Exchange Crypto Regulation in Brazil What You Need to Open a Crypto Account in Brazil Best Crypto Wallets in Brazil Great Opportunities to Trade Crypto in Brazil Frequently Asked Questions Best Crypto Exchanges in Brazil Day traders have been the catalyst for Brazilian exchanges, hitting record trading volumes in 2021. Additionally, 2 crypto exchange-traded funds (ETFs) launched in the country earlier this year, causing interest in Bitcoin to soar. Even major institutions outside of Brazil want a piece of the Brazilian crypto market. The Me...

格隆汇4月23日｜商络电子(300975.SZ)公告称，2026年第一季度实现营业收入37.93亿元，同比增长106.11%；归属于上市公司股东的净利润为2.57亿元，同比增长600.35%。业绩变动主要系报告期内收入增长及合并广州立功电子科技有限公司所致。

The stage is set for Texas Instruments to see big gains after issuing strong quarterly guidance and reporting an earnings beat, according to Bank of America. The bank's research arm raised its rating on the semiconductor name to buy from neutral. It also hiked its price target on shares to $320 from $235, implying 35.4% upside from Wednesday's close. Texas Instruments on Wednesday posted better-than-expected earnings and revenue for the first quarter, sending shares soaring 9% ahead of Thursday's open. The company also said it sees Q2 earnings per share in a range of $1.77 to $2.05. That's well above a FactSet consensus of $1.57 per share. Analyst Vivek Arya said these numbers increase his confidence in Texas Instruments' ability to "1) Benefit from industrial resurgence, including in aero/defense ($1bn+annual business), 2) Take advantage in data-center build (11% of sales, up 90% YoY), 3) Leverage the last 3 years of capex in US-fabs to potentially gain share in an 'everything-is-constrained' chip environment. The company also expects to bolster its balance sheet as it continues with its $60 billion buildout of semiconductor manufacturing in the U.S. As part of that plan, Texas Instruments is aiming to fund seven U.S. semiconductor fabrication facilities across three mega-sites in Texas and Utah, the firm said last June in a statement . "TXN's high quality assets and US-based manufacturing capacity position it well within a constrained chip environment," Arya wrote. "Now that TXN is past its big capex investment cycle, we expect significant [free cash flow]/share growth driven by accelerating sales on industrial and data center power strength." Bank of America's call goes against consensus on the Street. Of the 40 analysts covering Texas Instruments, 22 have a hold on the stock, while just 14 have a buy or strong buy on it, per LSEG. Shares have jumped 55% over the past year.

Financial conditions are easy and the AI boom is driving the economy forward, despite war, tariffs and other headwinds, says this strategist

The three--year-old disappeared after chasing after a dog that escaped from his grandparents' garden in Irvine in 1976.

Bread Financial Holdings ( BFH ) declares $0.23/share quarterly dividend , in line with previous. Forward yield 1.0% Payable June 15; for shareholders of record May 29; ex-div May 29. See BFH Dividend Scorecard, Yield Chart, & Dividend Growth. More on Bread Financial Holdings Bread Financial Holdings: Focusing On Longer Growth Runways And Better Economics Bread Financial: Loan Growth, Single-Digit P/E, Bullish Chart - Despite Macro Risks Bread Financial Holdings, Inc. (BFH) Presents at UBS Financial Services Conference 2026 Transcript Bread Financial beats Q1 estimates Bread Financial Holdings Q1 2026 Earnings Preview

当光模块牛股一年翻十倍、消费龙头业绩首降，一张“消费分析师转行光模块”的朋友圈截图在投资圈刷屏，精准踩中当前市场弃消费、奔光模块”的极致情绪。 4月22日晚间，署名为“中信证券消费行业分析师张明远”的朋友圈截图流传开来。截图内容中，该10年从业经验的资深分析师宣布“告别”持续低迷的消费赛道，全面转向炙手可热的光模块（CPO），直言“光，才是答案”。 然而，经财联社记者深入核查，这场看似真实的“赛道告别”背后，却是一场疑点重重的“小作文”风波。 综合现有信息来看，这位“张明远”的身份疑点颇多，与中信证券分析师的真实性相距甚远。 其一，官方渠道并无此人相关信息；其二，多位接近中信证券人士均表示对此人并不知情，其是否已跳槽至卖方机构也存疑。此外，该条朋友圈内容的点赞账号中，用户名称后标注了“（卖方）”或“（买方）”，但这些标注与实际情况不符，多名评论者更是查无此人。 消费行业分析师“只相信光（CPO）了”？ 这位“中信证券消费行业分析师张明远“发布的完整内容是： “消费说再见了。过去十年，我见证了消费行业的黄金时代。从白酒的渠道红利，到化妆品的品牌崛起，从餐饮的连锁化，到跨境电商的爆发，我们写过无数深度报告，也陪伴过很多优秀的公司成长。但今天起，我只相信光(CPO)了。 AI正在重塑一切，而光模块(CPO)是AI基础设施的核心枢纽，这是未来5-10年最确定的增量赛道。研究员的时间和精力有限，我要把最好的自己，留给更有未来的方向。消费，再见；光，才是答案。” 评论区中，有貌似来自中信、中金、国泰君安等6家券商及3家买方机构的“同行”点赞和积极评论，并给出了“ALL in 光”“欢迎加入CPO大家庭”“以后消费组聚餐少一个人了”等附和评论，上演一出“弃消费，奔光模块”的生动景象。 “张明远”是谁？官方渠道查无此人 如此契合市场热点且观点鲜明对立的内容，很快在投资圈刷屏，但热闹背后，真实性却经不起推敲。 官方渠道查无此人。在相关朋友圈信息发布的当晚（4月22日）及次日上午（4月23日），财联社记者通过查询中证协的从业人员基本信息公示，均未能找到“中信证券消费行业分析师张明远”的信息，这验证了中信方面说无此员工的说法。 财联社记者向接近中信证券多位分析人士求证，他们均表示没有关于“张明远”的任何信息。相关回应包括“没有这个人”、“莫名其妙有些”、“没准冒牌”等。多位业内同行也是表...

美團－Ｗ(03690)出現大手買入7萬股，成交價$83.0，涉資581萬 AASTOCKS.com

四大车企旗下出行品牌，即将齐聚港股。 4月22日，智慧出行平台T3出行所属公司南京领行科技股份有限公司（下称：领行科技）向港交所递交招股书，拟主板挂牌上市，冲刺“AI+出行第一股”。 此前，广汽集团旗下如祺出行于2024年7月在港股上市；由吉利集团孵化的曹操出行则于2025年6月登陆港股；上汽集团旗下享道出行则于2025年10月递表港交所。 不同于上述三个出行品牌背靠单一车企，T3出行由中国一汽、东风汽车集团、长安汽车这三大车企联合发起。 未来，伴随享道出行、T3出行顺利IPO，港股将齐聚四大车企旗下的出行品牌。 三大车企联合发起，腾讯阿里蔚来都来了 早在T3出行推出前两年，中国一汽、东风汽车集团、长安汽车三大央企就计划展开合作，并且在2018年7月15日签署移动出行意向协议书，确定整合三方资源，合资组建T3出行服务公司。 筹备半年后，三大央企联合腾讯、阿里等知名互联网企业，在南京正式签订合资协议，于2019年4月正式成立T3出行，总投资近100亿元。 同一时间，T3出行还与南京市江宁经济技术开发区正式签订投资协议，公司落户南京江宁。不难发现，T3出行诞生之初，就获得了资金和地方的双重支持。 自2019年7月，T3出行正式在南京上线以来，就一直保持高速成长态势。2021年9月30日，T3出行订单量突破200万，这是其日订单峰值首次突破200万单，与当年二季度日订单峰值相比，环比增幅超过100%。 截至2021年10月，T3出行已登陆41个城市，累计注册用户数超过5400万。凭借于此，T3出行官宣完成77.2亿元A轮融资，由中信联合体领投。这也是自2018年以来，网约车企业获得的国内最大额度单笔融资。 2024年底至2026年初，T3出行合计完成12.3亿元B轮系列融资，吸引广东南控一号、四会汇盈、中山母基金、中山火炬、中山管信、东风交银辕憬等投资。 IPO前，南京领行合伙企业为T3出行的控股股东，持股75.54%。其LP中，中国一汽、东风汽车集团、长安汽车分别持股16.39%；湖北荣巽持股14.34%；腾讯从新持股6.15%；阿里巴巴创投、宁波联珺分别持股5.12%。 值得一提的是，中国新势力造车第一股‌蔚来汽车，通过蔚来资本控制的金宁经开投资，持有T3出行0.9%股份。 来源：T3出行招股书 此外，T3出行员工激励平台南京领行共德持股2.77%；员工投资平台南京领...

瑞典防务公司萨博（Saab）确认了其中期增长预期，因需求依然强劲，但警告称零部件供应趋紧。 萨博表示，全球安全局势依然充满巨大的不确定性，包括持续的乌克兰战争和中东各地的冲突。 首席执行官米卡埃尔·约翰松（Micael Johansson）表示：“对先进防务解决方案的需求持续高涨，我们的领先产品组合与世界各国的优先事项高度契合。” 该公司表示，市场状况持续有利，所有业务领域在该季度均实现了两位数的销售额增长。 然而，该公司表示，其运营所在的供应环境受到制约，并继续采取积极措施确保关键供应，包括有选择地储备零部件，以及与供应商密切合作以确保交付。 该公司仍然预计，在2023-2027年期间，内生性销售额将实现约22%的增长，营业利润的增速仍将高于销售额，累计现金转换率将超过60%。 第一季度净利润从上年同期的12.7亿瑞典克朗增至14.4亿瑞典克朗（合1.563亿美元），销售额增长21%，达到191.6亿瑞典克朗。 责任编辑：刘明亮

(RTTNews) - Heritage Financial Corp. (HFWA) revealed a profit for its first quarter that Increases, from last year

格隆汇4月23日｜瑞士政府：与沙特签署投资保护协议。投资保护协议为瑞士在沙特的投资提供了防范可能影响投资的政治风险的保障。

最近半年，整个公关圈，私下见面，大家讨论的最多的就是追觅和俞浩，很多人看不懂，却不影响这个团队的疯狂扩张，圈内话题度完全超越小米，没有之一。 追觅公关部已经200多号人了！规模堪比字节、腾讯、美团等一线大厂，而且还在持续性招人，我如果再不写点什么，感觉对不起本号的定位了。 俞老板凭借一己之力，解决了大量公关的就业问题，很多想要在事业上搏一把的公关，都在跃跃欲试，他已经成了中国公关行业的中兴力量，而苏州这个原本在公关行业毫无存在感的城市，也跟着成了行业重镇。 200多人的体系，只用了短短的一年时间，并且形成了一套围绕俞浩的公关协同业务的打法，这套打法在未来会不会成为一种可复制的选择？我不知道，但是目前来看，是一种创新。 作为公关行业的从业者，我当然觉得，追觅这样重视公关的企业，越多越好，谁会跟钱过不去？都这么干了，我就能多赚点钱，而且，我一直认为，公关启动新项目的性价比可比市场部好太多了，贪腐也容易避免，只可惜，很多老板不懂这个道理。 之前不写，是因为关于俞浩的深度报道的确太少，跟他也没私交，现在能写了，还得感谢最近的一系列深度采访，让我能全面了解了一下这个同龄人，我发现，他竟然是INTJ，这引发了我的极大兴趣，因为本屌丝也是，哈哈。 俞浩谈商业的那部分内容，我不想讨论，因为与我研究的领域无关，我就谈一谈传播相关的感受。 长三角与珠三角的错位 第一个话题是，长三角与珠三角企业对于公关的认知差异。 我觉得晚点的报道有个问题应该问，但是没问，到底是谁启发了俞浩用这套公关逻辑，启动了现在的商业打法。 我是一个开公关公司的，当时我从北京离开，可以选择杭州，也可以选择广州，但是我最终选择了杭州，因为广州的公关土壤不好，整个广东省，除了华为有强烈的公关传播意识之外，其他企业基本都是防守策略，或者就是急功近利的销售思维。 我目前80%的客户都在长三角，珠三角几乎为零，不是没机会接触，而是接触了之后发现，没办法服务，你跟珠三角的老板谈生意，人家直接就会问你，你能给我卖多少货？能给我做多少转化？或者删多少稿？鸡同鸭讲。所以大家这几年会发现，珠三角的品牌在竞争上，越来越打不过长三角，云鲸、徕芬现在都在与追觅的竞争中失利了，我觉得核心原因就是，前者在用传统营销思维，而追觅用了新方法。 大疆也是一个很好的例子，如果不是被影石打得实在喘不过气了，会开始重视公关吗？珠三角的企业都是后置公关需求，...

格隆汇4月23日｜广汇能源(600256.SH)公告称，2026年第一季度实现营业收入68.59亿元，同比下降22.95%；归属于上市公司股东的净利润为2.36亿元，同比下降65.90%。业绩变动主要系本期天然气及煤化工产品销售价格较去年同期下降，同时煤炭产品销量减少所致。

(RTTNews) - Atrium Therapeutics, Inc. ( RNA) on Thursday said it earned a $15 million milestone payment from Bristol Myers Squibb Co. (BMY) after successfully delivering a development candidate for a cardiology-targeted compound under their collaboration.

商络电子公告，2025年营业收入85.48亿元，同比增长30.59%；净利润3.03亿元，同比增长327.78%。拟向全体股东每10股派发现金红利0.66元（含税）。

Key PointsYou need at least 35 years of work history to avoid zero-income years in your benefit calculation.

American Airline Cuts Outlook After Jet Fuel Shock Bill American Airlines slashed its full-year outlook on Thursday morning, warning it could post a loss in 2026 as the Iran-U.S. war, which sent jet fuel prices soaring, adds roughly $4 billion in fuel costs. The airline now expects full-year results ranging from a 40-cent loss to a $1.10 profit, down from its earlier forecast of $1.10 to $2.70 in earnings per share. "Based on the forward fuel curve and the current revenue outlook, the midpoint of the full-year guidance is expected to be approximately flat to 2025, despite a greater than $4 billion increase in expense related to higher prices for jet fuel," American stated in an earnings release . However, American beat Bloomberg Consensus first-quarter estimates, posting a smaller-than-expected adjusted loss and stronger-than-forecast revenue. Management said the airline is trying to shield the company as elevated jet fuel costs erode profits, while hoping that premium and international demand can offset some of the impact through higher fares and baggage prices. "American delivered record revenue in the first quarter, and we're on track for another record in the second quarter," American CEO Robert Isom stated in the release. Snapshot of the 1Q26 results: Elsewhere in the airline industry, the Trump administration is considering an emergency package for bankrupt Spirit Airlines that could give the federal government 90% control . The airline had been planning to emerge from bankruptcy, but the fuel shock sent it into a tailspin in recent weeks, with reports that creditors were planning to liquidate. This complicates matters for the administration, as 14,000 jobs would be at risk. Other budget carriers met with Transportation Secretary Sean Duffy earlier this week to discuss their financial situation amid elevated jet fuel costs. As we've previously noted, Delta Air Lines is America's standout carrier because it's the only one with an in-house refinery that can prop...

Husqvarna AB press release ( HUSQF ): Q1 GAAP EPS of SEK2.60. Revenue of SEK13.96M. More on Husqvarna AB (publ) Husqvarna AB (publ) (HSQVY) Q1 2026 Earnings Call Transcript Husqvarna AB (publ) 2026 Q1 - Results - Earnings Call Presentation Husqvarna AB (publ) 2025 Q4 - Results - Earnings Call Presentation Historical earnings data for Husqvarna AB (publ) Dividend scorecard for Husqvarna AB (publ)

Oklo美股盘前涨超10%，现报79.759美元。

凯立新材公告，2026年第一季度营收为7.55亿元，同比增长20.59%；净利润为4834.35万元，同比增长120.75%。主要系营业收入增加、产品结构变化及本期归还到期租赁黄金，公允价值变动收益和投资收益同比增长所致。

vchal/iStock via Getty Images Oklo ( OKLO ) up 7.9% pre-market Thursday after saying it agreed to collaborate with Nvidia ( NVDA ) and Los Alamos National Laboratory to advance critical nuclear infrastructure, AI-enabled research, and nuclear fuel R&D at Los Alamos. By aligning Oklo’s ( OKLO ) advanced sodium-fast-reactor platform, Nvidia's ( NVDA ) AI infrastructure, and Los Alamos' world-leading expertise in materials science and nuclear fuels, the companies said they aim to lay the groundwork for a new class of mission-critical, high-assurance energy. Projects under the agreement include integrated full-stack solutions to support nuclear powered AI factories; AI development, including physics- and chemistry-trained AI models to support nuclear fuel R&D; grid stabilization, reliability, and redundancy studies; materials science efforts focused on plutonium-bearing fuel; and proof-of-concept work related to the development of a nuclear-powered AI factory. "We believe this will advance our plutonium-bearing fuel work on Oklo's Pluto reactor, which was selected under DoE's Reactor Pilot Program, and help bring resilient power in support of the Genesis Mission," Oklo ( OKLO ) CEO Jacob DeWitte said. More on Oklo and Nvidia Oklo: If You Are Long, One Number Moved In Your Favor Oklo: This Fallout May Just Be Getting Started (Rating Downgrade) Nvidia: Trading At A Rare Discount Just As Its Next AI Supercycle Kicks Off