Rolls-Royce's turnaround made Tufan Erginbilgiç one of the most closely-watched CEOs in Europe. He tells Bloomberg's Francine Lacqua that UK companies don’t need to move to the US to be successful. The segment is part of his interview on Leaders With Francine Lacqua. (Source: Bloomberg)
Rolls-Royce's turnaround made Tufan Erginbilgiç one of the most closely-watched CEOs in Europe. He tells Bloomberg's Francine Lacqua that UK companies don’t need to move to the US to be successful. The segment is part of his interview on Leaders With Francine Lacqua. (Source: Bloomberg)
2026年5月，一份美股13F持仓报告在投资圈激起不小的涟漪。 著名投资人段永平管理的H&H International Investment，今年一季度彻底清空了阿里巴巴256.05万股全部持仓，还清仓了光刻机巨头阿斯麦、AI算力云服务商CRWV。同时，他大幅加仓英伟达成了第三大重仓股，并新进特斯拉。 一退一进之间，段永平在AI配置的路径开始清晰。英伟达是AI算力底层的核心芯片供应商，是日渐汹涌...
SK Hynix Inc. plans to double its memory chip wafer capacity over the coming half-decade, a major expansion that should help ease a global shortage of an essential component of AI. The company is responding to an endemic deficit of storage chips that could last till 2030, Chairman Chey Tae-won told reporters in Taipei. SK Hynix is ramping up spending to address that demand-supply imbalance though ...
SK Hynix Inc. plans to double its memory chip wafer capacity over the coming half-decade, a major expansion that should help ease a global shortage of an essential component of AI. The company is responding to an endemic deficit of storage chips that could last till 2030, Chairman Chey Tae-won told reporters in Taipei. SK Hynix is ramping up spending to address that demand-supply imbalance though he wouldn’t say how much capital the Korean company intends to set aside for that purpose. SK Hynix, which with Samsung Electronics Co. and Micron Technology Inc. dominates the global market for memory, is one of the biggest beneficiaries of a global data center buildout. Trillions of dollars in projected spending by hyperscalers like Meta Platforms Inc. sent SK Hynix’s and Micron’s market valuations past the $1 trillion mark for the first time last week. Memory chips, used to store and funnel the large amounts of data required for AI services, have become one of the biggest bottlenecks to artificial intelligence development. Investors and analysts expect memory shortages to last through 2027, giving them unusual pricing power over the world’s largest technology companies.
HJBC/iStock Editorial via Getty Images Amazon ( AMZN ) is hoping to attract budget-conscious consumers as its annual Prime Day event returns June 23-26, offering “millions of exclusive deals to Prime members across more than 35 categories” amid growing concerns about household spending. The four-day sale, exclusive to Prime members, kicks off at 12:01 a.m. PDT on June 23. Amazon is already offerin...
HJBC/iStock Editorial via Getty Images Amazon ( AMZN ) is hoping to attract budget-conscious consumers as its annual Prime Day event returns June 23-26, offering “millions of exclusive deals to Prime members across more than 35 categories” amid growing concerns about household spending. The four-day sale, exclusive to Prime members, kicks off at 12:01 a.m. PDT on June 23. Amazon is already offering early discounts and limited-time promotions, including a sweepstakes that gives shoppers a chance to win free groceries for a year. Members can use Alexa for Shopping to build a personalized Deals Guide and set deal alerts ahead of the event. Since its debut in 2015, Prime Day has evolved from a one-day promotion into one of the retail industry's biggest shopping events, rivaling Black Friday in scale and drawing bargain hunters with discounts on everything from electronics and fashion to beauty products, home goods, and groceries. "Prime Day is the biggest shopping event of the year exclusively for members, whether they're looking for deals on the latest electronics, getting ahead on back-to-school shopping, or saving on fresh groceries and household essentials," said Jamil Ghani, vice president of Amazon Prime. "The incomparable value of Prime keeps growing, and this year is no exception.” This year's event arrives against a more challenging backdrop for consumers. U.S. consumer sentiment fell to a record low in May, according to University of Michigan data, as higher oil prices, the ongoing U.S.-Iran conflict, and persistent inflation pressures weighed on household budgets. Amazon is leaning into that uncertainty by making groceries and everyday essentials a centerpiece of its promotions. Ghani told CNBC that shoppers can expect select produce, meats and hot dog buns priced as low as $1, while some personal-care products, including soap, will be offered at discounts of up to 50%. “Of course, we’re sensitive and cognizant that there’s economic uncertainty and everyone’s...
HJBC/iStock Editorial via Getty Images Amazon ( AMZN ) is hoping to attract budget-conscious consumers as its annual Prime Day event returns June 23-26, offering “millions of exclusive deals to Prime members across more than 35 categories” amid growing concerns about household spending. The four-day sale, exclusive to Prime members, kicks off at 12:01 a.m. PDT on June 23. Amazon is already offerin...
HJBC/iStock Editorial via Getty Images Amazon ( AMZN ) is hoping to attract budget-conscious consumers as its annual Prime Day event returns June 23-26, offering “millions of exclusive deals to Prime members across more than 35 categories” amid growing concerns about household spending. The four-day sale, exclusive to Prime members, kicks off at 12:01 a.m. PDT on June 23. Amazon is already offering early discounts and limited-time promotions, including a sweepstakes that gives shoppers a chance to win free groceries for a year. Members can use Alexa for Shopping to build a personalized Deals Guide and set deal alerts ahead of the event. Since its debut in 2015, Prime Day has evolved from a one-day promotion into one of the retail industry's biggest shopping events, rivaling Black Friday in scale and drawing bargain hunters with discounts on everything from electronics and fashion to beauty products, home goods, and groceries. "Prime Day is the biggest shopping event of the year exclusively for members, whether they're looking for deals on the latest electronics, getting ahead on back-to-school shopping, or saving on fresh groceries and household essentials," said Jamil Ghani, vice president of Amazon Prime. "The incomparable value of Prime keeps growing, and this year is no exception.” This year's event arrives against a more challenging backdrop for consumers. U.S. consumer sentiment fell to a record low in May, according to University of Michigan data, as higher oil prices, the ongoing U.S.-Iran conflict, and persistent inflation pressures weighed on household budgets. Amazon is leaning into that uncertainty by making groceries and everyday essentials a centerpiece of its promotions. Ghani told CNBC that shoppers can expect select produce, meats and hot dog buns priced as low as $1, while some personal-care products, including soap, will be offered at discounts of up to 50%. “Of course, we’re sensitive and cognizant that there’s economic uncertainty and everyone’s...
A look beyond headline growth figures reveals how provinces are relying on the monetization of state assets to fill in the gaps left by the collapse of traditional sources of revenue, such as land sales. The 2025 budget reports released by 31 Chinese provincial-level regions painted a picture of a broad-based recovery in the finances of local governments. Overall fiscal revenue grew 2.4% and all b...
A look beyond headline growth figures reveals how provinces are relying on the monetization of state assets to fill in the gaps left by the collapse of traditional sources of revenue, such as land sales. The 2025 budget reports released by 31 Chinese provincial-level regions painted a picture of a broad-based recovery in the finances of local governments. Overall fiscal revenue grew 2.4% and all but four regions reported increases. However, the narrative of recovery masks a more complex reality. A closer look at the budget reports reveals that beneath the headline figures lie structural pressures, a search for unconventional revenue, and new strategies to ward off financial risks.