STORY: Samsung Electronics made a big move in the AI chip race on Friday. It said it's started shipping samples of its latest high-bandwidth memory - or HBM - chip to customers. It pulls the South Korean tech giant ahead of rivals as they compete to send out new versions of HBMs which are critical to AI data centers. The new chip is the 12-layer HBM4E and Samsung said it's more than 20% faster tha...
STORY: Samsung Electronics made a big move in the AI chip race on Friday. It said it's started shipping samples of its latest high-bandwidth memory - or HBM - chip to customers. It pulls the South Korean tech giant ahead of rivals as they compete to send out new versions of HBMs which are critical to AI data centers. The new chip is the 12-layer HBM4E and Samsung said it's more than 20% faster than its previous-generation HBM4 products. The rollout is part of Samsung's efforts to regain momentum in the HBM market. It had fallen behind rivals like SK Hynix and Micron in supplying advanced AI memory chips, particularly to Nvidia. Samsung's clients include major AI players Nvidia, AMD and Google, among others. Demand has surged for advanced memory chips used in AI servers and processors. Investors liked what they heard Friday. Shares of Samsung Electronics rose as much as 6.5% in morning trading. Rival SK Hynix also saw its shares climb just over 1%.
Whether it's the arm swings of Zara Larsson's Lush Life or the geometric shapes of the PinkPantheress song Girl Like Me, chances are you've seen - and maybe even tried - the dance routines.
Whether it's the arm swings of Zara Larsson's Lush Life or the geometric shapes of the PinkPantheress song Girl Like Me, chances are you've seen - and maybe even tried - the dance routines.
Base Power 首席执行官扎克・戴尔 据知情人士透露，成立仅三年的家用电池初创企业 Base Power，目前正洽谈新一轮融资，投后估值目标定为 120 亿美元 。 另有两位知情人士称，曾参与该公司上一轮融资的里比特资本，有意牵头本次融资轮次。这家风投机构由委内瑞拉企业家米基・马尔卡创立，在金融科技领域布局颇深，投资标的包括罗宾侠、Coinbase 等知名初创公司。 相关估值数据仍存在变动可...
Base Power 首席执行官扎克・戴尔 据知情人士透露，成立仅三年的家用电池初创企业 Base Power，目前正洽谈新一轮融资，投后估值目标定为 120 亿美元 。 另有两位知情人士称，曾参与该公司上一轮融资的里比特资本，有意牵头本次融资轮次。这家风投机构由委内瑞拉企业家米基・马尔卡创立，在金融科技领域布局颇深，投资标的包括罗宾侠、Coinbase 等知名初创公司。 相关估值数据仍存在变动可能。据资讯网站《The Information》去年秋季报道，该公司上一轮融资金额为 10 亿美元，彼时估值 40 亿美元。若本轮融资按当前洽谈估值落地，其估值将大幅攀升。本轮具体融资金额目前尚未披露。 Base Power 由扎克・ 戴尔 联合创立，公司成立于 2023 年。扎克・戴尔此前在思睿资本担任投资人，也是迈克尔・戴尔之子。公司主营家用备用电池运维业务：用电高峰期，会将电池储存的富余电力回售给电网盈利；电网断电时，电池可为住户提供应急供电。 公司联合创始人兼首席运营官贾斯汀・洛帕斯，曾任职于太空探索技术公司（SpaceX）担任工程师，后在安杜里尔公司负责生产工作。Base Power 过往投资方阵容强大，包括思睿资本、Addition、安德森・霍洛维茨基金、光速创投、瓦勒股权合伙公司以及 谷歌 旗下 CapitalG。 据公司官网介绍，相较于柴油发电机、光伏储电等主流方案，Base Power 能让住户以更低成本、更稳定的方式获得应急电力。用户需支付 700 至 1000 美元的电池安装费，同时每月缴纳电费及 19 至 29 美元的会员费。《纽约时报》数据显示，截至去年 10 月，该公司已投运的电池总容量，可满足 3.3 万户美国家庭一小时的用电需求。 这家总部位于奥斯汀的初创企业，去年将电池生产业务临时迁入当地原《奥斯汀美国政治家报》的旧址厂房，后续计划另寻固定生产基地。 目前 Base Power 已与莱纳房产等住宅建筑商达成合作，近期还携手得克萨斯州一家本地配电企业，进一步推广家用电池项目。公司业务也已拓展至伊利诺伊州，其政策与市场战略负责人表示，计划在当地利用储能资源缓解数据中心的用电压力。该公司现阶段营收数据暂未对外公布。 责任编辑：郭明煜
The southern metropolis aims to persuade another 250,000 residents to quit smoking by 2030. Photo: VCG Shenzhen, a pioneer in China’s tobacco-control legislation, is aiming to slash its smoking population by a quarter of a million over the next four years. The ambitious target comes as the southern tech hub received recognition from the World Health Organization for its aggressive anti-smoking eff...
The southern metropolis aims to persuade another 250,000 residents to quit smoking by 2030. Photo: VCG Shenzhen, a pioneer in China’s tobacco-control legislation, is aiming to slash its smoking population by a quarter of a million over the next four years. The ambitious target comes as the southern tech hub received recognition from the World Health Organization for its aggressive anti-smoking efforts, which are now being scaled up to a regional level across the Greater Bay Area.
champpixs/iStock via Getty Images It was not far back when I used to favor long-duration assets for a fixed income allocation. However, due to recent developments that have occurred in the macro trajectory, primarily the prolonged energy trade disruption due to Middle East escalations and emerging inflationary pressures in the domestic economy, I have been moderating the earlier stance. This is no...
champpixs/iStock via Getty Images It was not far back when I used to favor long-duration assets for a fixed income allocation. However, due to recent developments that have occurred in the macro trajectory, primarily the prolonged energy trade disruption due to Middle East escalations and emerging inflationary pressures in the domestic economy, I have been moderating the earlier stance. This is not to say that I have formed any opinion that a long-duration allocation might not be satisfactory; however, the opinion still remains that they are something that a risk-averse investor who does not want to tread in an uncertain environment might still keep on hold and could focus on short-duration fixed income unless greater clarity emerges with reference to economic trends and the interest rate outlook. One such vehicle that could be considered for such an allocation is BlackRock’s iShares Short Duration Bond Active ETF ( NEAR ). As the ticker symbol suggests, NEAR is a low-duration, actively managed fixed income fund. The fund primarily invests in investment-grade securities with BBB ratings or above. Why it could be considered for a low-duration exposure is the distribution yield. The current 30-day SEC yield for the ETF is ~4.34%. This is greater than Treasury ETFs such as iShares 1-3 Year Treasury Bond ETF ( SHY ), which currently has a 30-day SEC yield of ~3.85%. Considering the nature of the portfolio to be investment-grade securities with a fairly short maturity profile, an investor who desires a higher yield than Treasury ETFs with a moderate exposure to credit would find some value in this allocation. The expense ratio of NEAR is ~0.25%, which is higher than the ~0.15% of SHY, but considering the active nature of the allocation, it doesn’t appear entirely out of line. Portfolio Allocation and Past Performances The current allocation of the fund is consistent with its investment-grade profile. Moreover, over ~30% of holdings are Treasury securities, which suggests...
Updates from the sixth day’s play at Roland Garros How players are feeling the heat | Mail Daniel A forehand return, coaxed down the line, gives Rublev 0-15 and a backhand of similar quality means that at 0-30, he’s in business. And though Borges levels, a netted backhand means he must face a break point … and another netted backhand donates the breakthrough. At 6-5, Rublev will shortly serve for ...
Updates from the sixth day’s play at Roland Garros How players are feeling the heat | Mail Daniel A forehand return, coaxed down the line, gives Rublev 0-15 and a backhand of similar quality means that at 0-30, he’s in business. And though Borges levels, a netted backhand means he must face a break point … and another netted backhand donates the breakthrough. At 6-5, Rublev will shortly serve for a first set in which he’s been second-best. Rublev raises two break points but Borges saves them well, allowing his impetuous opponent to overhit; he leads 5-4 in the first. Similarly, Golubic also burns a break point by going long, but already it’s clear that if Kostyuk plays well, she wins whatever her opponent does; the question is whether she can hit consistently enough, because she’s by far the more powerful and talented player. She holds for 4-3, while Rublev is struggling, Borges outmanoeuvring him around the court, but his serve gets him out of trouble at 0-30, to level at 5-5. Continue reading...
Don't confuse electric vehicle (EV) stocks with traditional automotive stocks. In my view, most conventional auto stocks are akin to most manufacturing businesses. That means high capital expenditures (capex), exposure to shifting consumer trends, and growth rates that mirror the transportation industry overall. EV businesses are something else entirely. Companies that specialize in them must buil...
Don't confuse electric vehicle (EV) stocks with traditional automotive stocks. In my view, most conventional auto stocks are akin to most manufacturing businesses. That means high capital expenditures (capex), exposure to shifting consumer trends, and growth rates that mirror the transportation industry overall. EV businesses are something else entirely. Companies that specialize in them must build their vehicles to sell to consumers, but they are also exposed to a $10 trillion global opportunity powered by rapid advances in artificial intelligence (AI) -- an exposure that nearly every traditional auto stock lacks. If you want exposure to this $10 trillion market, there are two EV stocks in particular to target. Using AI to target a huge opportunity What exactly is this $10 trillion opportunity? In a word: robotaxis. "We think US$8 [trillion] to US$10 trillion for the entire autonomous taxi opportunity throughout the world, from almost nothing," Cathie Wood, chief executive officer of ARK Invest, told a conference in Hong Kong a year ago, according to a transcript. "That's how quickly AI is going to cause these things to happen." Robotaxis will arrive first, not self-driving private vehicles. And they're arriving sooner than you may think. "While L4 robo-taxis are now available in the first cities in the United States and China, the global rollout of robotaxis is now expected to become reality at a large scale in 2030," a recent report from consulting firm McKinsey said, referring to level 4 vehicle autonomy, just below complete self-driving ability. Expand NASDAQ : TSLA Tesla Today's Change ( 0.40 %) $ 1.74 Current Price $ 442.10 Key Data Points Market Cap $1.7T Day's Range $ 436.30 - $ 443.96 52wk Range $ 273.21 - $ 498.83 Volume 209.1K Avg Vol 61.1M Gross Margin 19.07 % McKinsey said private self-driving vehicles will scale up meaningfully sometime by 2031, with trucking going autonomous by 2032. Experts expect robotaxis to be the first commercial application for...
Key Points Robotaxis could be a $10 trillion market. Expect two EV stocks to take advantage. 10 stocks we like better than Rivian Automotive › Don't confuse electric vehicle (EV) stocks with traditional automotive stocks. In my view, most conventional auto stocks are akin to most manufacturing businesses. That means high capital expenditures (capex), exposure to shifting consumer trends, and growt...
Key Points Robotaxis could be a $10 trillion market. Expect two EV stocks to take advantage. 10 stocks we like better than Rivian Automotive › Don't confuse electric vehicle (EV) stocks with traditional automotive stocks. In my view, most conventional auto stocks are akin to most manufacturing businesses. That means high capital expenditures (capex), exposure to shifting consumer trends, and growth rates that mirror the transportation industry overall. EV businesses are something else entirely. Companies that specialize in them must build their vehicles to sell to consumers, but they are also exposed to a $10 trillion global opportunity powered by rapid advances in artificial intelligence (AI) -- an exposure that nearly every traditional auto stock lacks. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » If you want exposure to this $10 trillion market, there are two EV stocks in particular to target. Using AI to target a huge opportunity What exactly is this $10 trillion opportunity? In a word: robotaxis. "We think US$8 [trillion] to US$10 trillion for the entire autonomous taxi opportunity throughout the world, from almost nothing," Cathie Wood, chief executive officer of ARK Invest, told a conference in Hong Kong a year ago, according to a transcript. "That's how quickly AI is going to cause these things to happen." Robotaxis will arrive first, not self-driving private vehicles. And they're arriving sooner than you may think. "While L4 robo-taxis are now available in the first cities in the United States and China, the global rollout of robotaxis is now expected to become reality at a large scale in 2030," a recent report from consulting firm McKinsey said, referring to level 4 vehicle autonomy, just below complete self-driving ability. McKinsey said private self-driving vehicles will scale up me...
Listen to this article Listen to this article 1x The European Commission has fined Chinese online shopping platform Temu 200 million euros ($232 million) for failing to prevent the sale of illegal and unsafe products. The penalty marks a significant escalation in Brussels’ regulatory crackdown on Chinese cross-border e-commerce giants, which are facing tightening scrutiny under the bloc’s Digital ...
Listen to this article Listen to this article 1x The European Commission has fined Chinese online shopping platform Temu 200 million euros ($232 million) for failing to prevent the sale of illegal and unsafe products. The penalty marks a significant escalation in Brussels’ regulatory crackdown on Chinese cross-border e-commerce giants, which are facing tightening scrutiny under the bloc’s Digital Services Act (DSA).