英伟达CEO黄仁勋上周开启了韩国首尔之行,将做客韩国热门综艺节目《You Quiz on the Block》。 根据该节目放出的预热内容,黄仁勋在院子里随着动画电影《K-POP:猎魔女团》的主题曲《Golden》起舞,依然穿着他标志性的皮夹克。 在预告中,黄仁勋与主持人刘在石对谈,表示他喜欢《Golden》这首歌。 黄仁勋的全球首次综艺脱口秀备受期待,本期《You Quiz on the Blo...
英伟达CEO黄仁勋上周开启了韩国首尔之行,将做客韩国热门综艺节目《You Quiz on the Block》。 根据该节目放出的预热内容,黄仁勋在院子里随着动画电影《K-POP:猎魔女团》的主题曲《Golden》起舞,依然穿着他标志性的皮夹克。 在预告中,黄仁勋与主持人刘在石对谈,表示他喜欢《Golden》这首歌。 黄仁勋的全球首次综艺脱口秀备受期待,本期《You Quiz on the Block》节目将于当地时间6月10日晚上8:45播出(北京时间晚上7:45)。 综合IT之家此前报道,黄仁勋在6月5日抵达韩国后,先和电竞选手Faker进行了会面,然后和多位韩企掌门人在烤肉店共进晚餐,还会见了韩国KRAFTON、NCSoft 游戏 厂商代表。
Brookfield Head of AI Infrastructure and Head of Europe Sikander Rashid joins Bloomberg's Tom Mackenzie to kick off London Tech Week as part of Bloomberg Brief. (Source: Bloomberg)
Brookfield Head of AI Infrastructure and Head of Europe Sikander Rashid joins Bloomberg's Tom Mackenzie to kick off London Tech Week as part of Bloomberg Brief. (Source: Bloomberg)
In this article EZJ-GB RYAAY LHA-DE Follow your favorite stocks CREATE FREE ACCOUNT This photograph shows an aircraft of low-cost Irish airline Ryanair parked at the Thessaloniki airport "Makedonia", in Thessaloniki on May 7, 2026. Ryanair will shut down its base at Thessaloniki Airport in October 2026, informing staff of the move. The decision follows a dispute over increased airport charges impo...
In this article EZJ-GB RYAAY LHA-DE Follow your favorite stocks CREATE FREE ACCOUNT This photograph shows an aircraft of low-cost Irish airline Ryanair parked at the Thessaloniki airport "Makedonia", in Thessaloniki on May 7, 2026. Ryanair will shut down its base at Thessaloniki Airport in October 2026, informing staff of the move. The decision follows a dispute over increased airport charges imposed by operator Fraport Greece. (Photo by Sakis Mitrolidis / AFP via Getty Images) Sakis Mitrolidis | Afp | Getty Images The International Air Transport Association warned that global airlines can expect to see profits plunge by half in 2026 as the rising cost of jet fuel continues to squeeze the industry. Oil prices jumped and jet fuel costs soared after the U.S.-Iran conflict began on Feb. 28, noted IATA's outgoing director general Willie Walsh , adding to the challenges he said airlines have faced in recent years from the Covid-19 pandemic to the war in Ukraine. "As a result, we expect average jet fuel prices to be 70% higher year-on-year," Walsh said in a report on the State of the Global Air Transport Industry published Sunday. "That will add $100 billion to our collective fuel bill this year." Walsh noted that while travel demand remains resilient, airlines are raising fares to cope, but he said growth will inevitably be slower. "Considering all this, we expect profitability to halve from 2025," Walsh added. "Net profits will fall from $45 billion to $23 billion in 2026, and net margins from 4.2% to 2.0%." Airlines whose balance sheets haven't recovered from Covid-19 and those operating in the Gulf will be most affected, according to Walsh. An IATA poll showed that 86% of travelers expected fares to be in line with oil prices, while 49% expected to spend more on travel this year than last. watch now VIDEO 4:21 04:21 Ryanair CEO warns of European airline failures if jet fuel price stays high Squawk Box Europe "The big unknown is how long travelers and shippers can tole...
Key PointsCloud computing giants increasingly prefer to use custom-designed application-specific integrated circuits to handle some of their AI workloads.
Key PointsCloud computing giants increasingly prefer to use custom-designed application-specific integrated circuits to handle some of their AI workloads.
明星 IP 餐饮品牌普遍面临产品标准化难、供应链管理弱及过度追求短期利益等问题。 近期,由知名艺人薛之谦创立的“上上谦”火锅,关闭了最后一家门店,大众点评App显示,“上上谦”最后一家门店已经撤下所有经营信息,至此,该品牌彻底退出市场。 公开信息显示,多年前薛之谦和朋友共同投资创建“上上谦”火锅,鼎盛时期拥有8家直营店和20家加盟店,然而,之后因竞争激烈且遭遇食品安全问题开始陆续关店,薛之谦也退出...
明星 IP 餐饮品牌普遍面临产品标准化难、供应链管理弱及过度追求短期利益等问题。 近期,由知名艺人薛之谦创立的“上上谦”火锅,关闭了最后一家门店,大众点评App显示,“上上谦”最后一家门店已经撤下所有经营信息,至此,该品牌彻底退出市场。 公开信息显示,多年前薛之谦和朋友共同投资创建“上上谦”火锅,鼎盛时期拥有8家直营店和20家加盟店,然而,之后因竞争激烈且遭遇食品安全问题开始陆续关店,薛之谦也退出了该公司。 这并不是明星IP餐饮店第一次遭遇关店,“贤合庄”是由陈赫等艺人联合创立的火锅品牌,高峰期门店数量超800家,然而之后发生加盟商集体维权纠纷,陈赫退出股东行列,2023年,“贤合庄”北京地区门店全部关闭。此外,赵露思与朋友合伙开设的“RosyWylie”甜品店也在2024年11月左右停业了。 根据笔者观察,近年来很多明星依托自己的IP进行衍生经济发展,涉及餐饮、服饰、文化传播等,相对而言,经营餐饮业态的明星比较多,除了上述“上上谦”“贤合庄”和“RosyWylie”之外,郑恺的“火凤祥”、黄晓明的“烧江南”、孟非的“孟非的小面”等品牌都一度引起消费者关注,明星IP本身的流量“底盘”很高,粉丝对于明星IP的追随会在短时间内形成商业转化,此外还有一些跟风消费的“路人型”顾客也会蜂拥而至。 然而,做IP生意首先要懂得“内容”,无论做哪种业态,一定要了解产品的核心价值,比如做服饰要讲究设计、面料和做工等,而做餐饮则要懂得菜品、价格与餐厅管理。中式餐饮与西餐最大的区别点就是标准化,西餐可以将食物的油炸时间精准到秒,而中餐很多菜品就是靠厨师的手艺,不同厨师烹饪的菜品多少都有差异,如果是单店经营则问题不大,一旦连锁化和规模化发展,那么中餐的标准化与品控挑战就会很大。 根据笔者的了解,明星开设餐厅,大多数时候并不会亲力亲为,而是通过第三方团队去管理,不少第三方团队也只是借着明星的IP来快速发展,希望在短期内收割足够的利益,所以在产品研发和质量控制等方面会有所疏忽。更大的隐患在于,一旦经营团队快速扩张,那么就会出现短期内快速收到一大笔加盟费用,可实际上根本不足以在产品和管理上进行合理控制,这样就会引发问题,比如此前“贤合庄”就发生了加盟商集体维权纠纷。 或许有人会说,为了避免厨师和菜品的标准化问题,部分明星开设的是火锅店,只要采购和切配即可。笔者认为,相对炒菜的制作,火锅的确难度更...
urbancow/iStock Unreleased via Getty Images Raspberry Pi's ( RPBPF ) move to list in its home city, London, in 2024 was seen as a big win for the London Stock Exchange. London had experienced a stream of missed listings to its US counterpart, the Nasdaq. Most notably of all was Arm Holdings Plc ( ARM ). After the excitement settled, Raspberry Pi faced a harsh reality. Its listing came with a premi...
urbancow/iStock Unreleased via Getty Images Raspberry Pi's ( RPBPF ) move to list in its home city, London, in 2024 was seen as a big win for the London Stock Exchange. London had experienced a stream of missed listings to its US counterpart, the Nasdaq. Most notably of all was Arm Holdings Plc ( ARM ). After the excitement settled, Raspberry Pi faced a harsh reality. Its listing came with a premium price tag, and London is well known for post-IPO underperformance for newly listed companies. Raspberry Pi has defied this reality; the latest trading update sent the stock up over 25% last Friday (and rightfully so). The stock is now up 146% since its IPO in 2024. Data by YCharts This article will look at the trading update, Raspberry Pi's strong demand from OEM customers, and a quick look at the valuation at Friday's close. Trading update Raspberry Pi upped its guidance on Friday before the bell on soaring OEM demand. Raspberry Pi is pleased to report that trading in the first half of the year (six months ending 30 June 2026) has been strong, with profitability materially ahead of the comparable period in FY 2025. Units for the first half are expected to be over 4 million and Adjusted EBITDA at least $38m. Performance has been supported by continued growth in unit volumes, a favourable product mix, and the ongoing utilisation of low-density DRAM inventory accumulated throughout FY 2025. The short note included at the bottom of the press release showed just how good these numbers were: As at 4 June 2026, the Board understands the consensus market expectations for FY 2026 adjusted EBITDA, based on published analyst forecasts, to be $42.0m. So analysts estimated $42m in adjusted EBITDA for the full year, and Raspberry Pi has achieved $38m in H1 alone. Not bad. The business is trading substantially ahead of expectations. Raspberry Pi is known as an enthusiast brand; it was founded in 2012 as an education-led business focused on hobbyists. Today, Raspberry Pi has evolved si...
boonstudio/iStock via Getty Images Innovative Industrial Properties, Inc. ( IIPR ) has just benefited from a highly bullish regulatory change, and the market appears to have barely noticed. As the company continues working through its share of troubled tenants, cannabis rescheduling appears poised to dramatically boost the overall credit quality of the tenant base. IIPR looks highly mispriced at a...
boonstudio/iStock via Getty Images Innovative Industrial Properties, Inc. ( IIPR ) has just benefited from a highly bullish regulatory change, and the market appears to have barely noticed. As the company continues working through its share of troubled tenants, cannabis rescheduling appears poised to dramatically boost the overall credit quality of the tenant base. IIPR looks highly mispriced at a double-digit yield in light of the strong balance sheet. I reiterate my strong buy rating for the stock. IIPR Stock Price I last covered IIPR in February , where I rated the stock a strong buy because of the deep undervaluation and low leverage. The stock has risen by double digits since. Data by YCharts In my opinion, the stock has not moved nearly enough following the rescheduling updates. IIPR Stock Key Metrics IIPR is the largest publicly traded cannabis net lease REIT. Net leases mean that the tenant is responsible for real estate taxes, insurance, and maintenance capital expenditures. This is an attractive business model due to the landlord enjoying sky-high cash flow margins. 2026 Q1 Presentation The company is highly concentrated on the cannabis sector, which means that its cannabis properties are located only in states where cannabis has been legalized either on a medical or recreational basis. 2026 Q1 Presentation The company is also highly concentrated at the tenant level, with its top 10 tenants comprising an astounding 67% of total rent. I note that the company has been recently aiming to diversify into the life sciences sector through its continued investment in IQHQ, but cannabis still makes up the vast majority of its asset base. 2026 Q1 Presentation In the most recent quarter, IIPR saw adjusted funds from operations decline 3% YoY to $1.88 per share. 2026 Q1 Press Release I note that this was inclusive of around $0.17 per share of payments received from key defaulted tenants. 2026 Q1 Presentation That’s an important detail, as these payments are unlikely t...
(RTTNews) - French stocks drifted lower on Monday as tensions in the Middle East, rising oil prices and fears of monetary tightening by the Federal Reserve rendered the mood bearish.
(RTTNews) - French stocks drifted lower on Monday as tensions in the Middle East, rising oil prices and fears of monetary tightening by the Federal Reserve rendered the mood bearish.