另有两大行业动态：企业发动 AI 推广先锋扭转员工抵触情绪；顶尖名校学生放弃实习，投身创业冲刺赛道 OpenAI 首席执行官山姆・奥特曼 职场核心看点 大型科技企业舆论风向突变，彻底推翻 “AI 将大规模消灭工作岗位” 的悲观论调。随着大众对 AI 的负面担忧持续发酵，各大 CEO 一改此前末日式表述，转而传递全新观点：人工智能只会大幅提升员工生产效率，而非取代人类。 企业借力内部 AI 先锋，化解员工抵触 并非所有白领都愿意接纳公司重金投入的 AI 工具。企业管理层开始挖掘员工中的 AI 推广先锋 ，由他们带动全员落地 AI 工具、提升普及率。 一家管理规模 80 亿美元的资管公司联合创始人，因无视自身推行的全员到岗办公规定遭到解雇，如今他起诉昔日同事。大量企业强制员工线下办公，否则予以辞退，但这类严苛约束极少落实到管理层身上。 AI 巨头免费赠送算力，抢占初创企业市场份额 各大 AI 厂商免费开放海量算力资源，意在锁定长期收入。企业认为，早期笼络初创创始人，能让自家工具深度嵌入新公司全生命周期成长。部分初创企业拿到的算力补贴总额超 300 万美元，等同于美国种子轮融资的中位规模。 微软 Xbox 事业部裁员超 3000 人，占该部门总人数五分之一。疫情期间游戏行业大举扩招，近年却深陷裁员潮。 劳动力市场现状 顶尖学生放弃华尔街暑期实习，奔赴硅谷追逐创业梦。各类创业扶持项目提供导师指导、行业人脉对接，部分还免费提供住宿，吸引大批优等生投身旧金山 AI 创业浪潮；不少参与者坦言，暑期结束后可能不再返校完成学业。 2026 年就业市场整体超预期平稳。美国今年招聘规模虽未爆发式增长，但整体持续回暖；截至目前，月均新增就业岗位约 9.2 万个。对比 2025 年下半年月均净流失 8000 个岗位，改善幅度显著。 银发创业潮兴起：退休人群扎堆创办企业 美国 55 至 64 岁新注册创业者数量十年间上涨 22%。这类创业者表示，创业既能释放数十年积累的技能与行业经验，也能尝试全新赛道，终于拥有自主掌控事业的话语权。 责任编辑：郭明煜

Brothers91/E+ via Getty Images Shares of MasTec ( MTZ ) have been trading as a full beneficiary of the derivative of the AI boom as the added confidence made management pursue a substantial bolt-on acquisition. The company announced the acquisition of a smaller peer at very compelling valuations, and moreover, the company structured the deal well, issuing a lot of relatively expensive stock as currency to buy the new business. This makes the deal very accretive, as this helps amidst demanding valuations, which remain demanding following the deal. This makes me cautious and hard-pressed to develop great conviction on MasTec here, this name being extended as an AI derivative as well in recent times. Acquiring The Superior Group MasTec has reached a definitive agreement to acquire The Superior Group, a transaction designed to enhance its infrastructure capabilities across data centers and mission-critical end markets. With a history going back to 1925, the company has grown to become one of the largest national electric contractors, employing some 3,000 workers across the nation. These provide services like design, preconstruction, construction, project management, engineering, prefabrication, and more. The company is expected to generate between $1.6 and $1.7 billion in sales this year, with its EBITDA performance seen between $225 million and $250 million. This implies that the company is valued at just 1 times sales and 7 times EBITDA, both of which look very reasonable, as MasTec is spending $1.65 billion to acquire the business. Current owners of The Superior Group will obtain $1.175 billion in cash and are granted $475 million in stock of MasTec. The deal will expand MasTec's expertise and exposure to data centers and power generation while adding a huge workforce population, which is really scarce nowadays, while bringing a strong leadership team as well. Note that the company guided for spectacular growth with the acquired activities seen boosting 2027 sales to...

The dollar advanced for a second straight session as escalating fears of a return to full-scale war between the US and Iran prompted investors to seek shelter. The Bloomberg Dollar Spot Index climbed as much as 0.2% Wednesday after President Donald Trump said the US would probably launch further strikes on Iran. The dollar gauge is poised for the best two-day rally in more than a week. “The dollar continues to benefit from its enduring safe-haven status,” said Nathan Thooft , a senior portfolio manager at Manulife Investment Management. Earlier this week, the US launched strikes on Iran and revoked a waiver that allowed Tehran to sell its oil globally after ships in the Strait of Hormuz were attacked. Oil prices surged while equities retreated globally as risk sentiment soured in response to the fresh flare-up. Since the US is the world’s largest oil producer and most oil trading is done in dollars, the currency benefits from a surge in energy prices. The gain in the greenback follows one of its best months in the past year. In June, the dollar was supported by Federal Reserve Chairman Kevin Warsh signaling at his first policy meeting his commitment to bring price stability, which sparked traders to recalculate and add to expectations for monetary tightening in the US. Erik Nelson , a strategist at Wells Fargo, who is sticking to his tactical short bias on the dollar, said the “rally is getting tired” especially since he thinks there is less of a chance of a July interest-rate hike. Interest-rate swaps showed traders see about a 33% chance that the Fed will raise rates at its meeting later this month. Read More: Real Yields Rise to One-Year High on Strong Economy, Hawkish Fed “The dollar strength and hawkish Fed narrative should come back later in summer and early fall,” said Nelson. “We’re waiting for better levels and cleaner positioning to reengage with long dollar.” What Bloomberg Strategists say... “Any dollar boost from renewed geopolitical tensions in the Mid...

美国总统特朗普：我们现在石油过剩，油价将下跌。 石油（供应）将变得非常充裕，获取非常容易，且见效极快。

JPMorgan Calls Tesla (NASDAQ: TSLA)-SpaceX Merger Strategically Sound But Warns Of China Regulatory Threat foreignpolicyjournal.com

According to a report by The Information, Beijing's shift reflects mounting pressure from China's AI industry.

China Could Reportedly Let BABA, ByteDance, DeepSeek Buy NVDA H200 Chips — But Supply May Be Tightly Capped Yahoo Finance

China Could Reportedly Let BABA, ByteDance, DeepSeek Buy NVDA H200 Chips — But Supply May Be Tightly Capped TradingView

Key PointsJeep will be one of Stellantis' four core brands globally, and could help drive a turnaround in Europe.

JoeyCheung/iStock via Getty Images By JJ Kinahan Brace yourself for a possibly rough day of trading. The three major market indices were drenched in red in the early going as investors reacted to escalating geopolitical issues between the U.S. and Iran. But they lightened up some of the losses as market participants checked in, which could lead to a rocky session as the day wears on. We saw much of that yesterday as the markets tumbled deeper throughout the day but lightened up somewhat by the close. Meanwhile, oil prices were solidly in the green after the U.S. and Iran traded strikes and the U.S. lifted a waiver that allowed Iran to sell and deliver its oil as part of the 60-day ceasefire. WTI crude oil, which had been sliding in recent sessions as the peace talks looked to be headed toward an end, jumped nearly 5%, flirting with the $74 per barrel range early on. Remember, the markets don’t like the unexpected, and the sudden shift in peace talks triggered a first reaction to sell on the unknown. Keep watch, though, because the downward pressure could change as the situation becomes clearer. The Dow Jones Industrial Average was heading lower by about 0.82% with the S&P 500 trending down by 0.51%. If the downtrend continues, it will shift the Dow into its first negative week in five weeks. The Nasdaq Composite ( COMP:IND ), which tumbled yesterday amid AI-spending worries, was sliding again, off by 0.70%. Oil and gas companies were moving higher, with ExxonMobil ( XOM ) up 1.4% and ConocoPhillips ( COP ) shares moving 2.1% as well. Valero Energy ( VLO ) added 2%, Chevron ( CVX ) up by 1.8%, and BP ( BP ) advanced 1.2%. On the inflation thought-pattern front, the Federal Reserve’s Open Market Committee will release its minutes from last month’s meeting. As you might remember, members unanimously kept interest rates steady at 3.5% to 3.75%. But there was a hawkish tone toward raising interest rates to stave off inflation, and the Fed minutes will reveal the extent o...

What Is Going on With Palantir Stock on Wednesday? Benzinga

马斯克表示，将持续优化1.5T基础模型，2T模型将于本月完成训练，并于8月份向客户开放。

SpaceX (SPCX) has an "unparalleled" set of assets with multiple drivers of upside for long-term inve

Michael M. Santiago Enterprise software firm stocks were sinking by noon trading on Wednesday, following the broader market down as the short-lived truce between the U.S. and Iran fell apart . Palantir Technologies ( PLTR ) was demonstrating one of the steeper declines, with shares falling 4%. The decline reversed some momentum Palantir gained in late June after announcing a deal with Nvidia (NVDA ) to run Nvidia AI and Nemotron open AI models in sovereign environments, with a focus on U.S. government agencies and U.S. critical infrastructure. Analysts have been positive on the new deal, with James Foord of The Pragmatic Investor indicating it creates an "unparalleled competitive moat" and could cause Palantir's government revenue to triple over the next two years. "If the AI revolution is truly underway, Palantir may have become the main engine behind the most important technology within the most powerful country in the world," Foord noted . Enterprise software firms across the board were seeing red on Wednesday. Salesforce ( CRM ) declined 2% after announcing that its Missionforce national security unit had been selected by the U.S. Air Force to help modernize its $13.5B vehicle fleet. The platform will support logistics, reduce downtime, and improve readiness across roughly 100,000 military vehicles. Workday ( WDAY ) fell 4%, SAP ( SAP ) declined 3.4%, and Oracle ( ORCL ) edged down by 2%. ServiceNow ( NOW ) dropped 3.6%. Monday.com ( MNDY ) dipped 3%. Cybersecurity stocks were inching down as well. Fortinet ( FTNT ) declined 1%, Palo Alto Networks ( PANW ) had shed 4.7%, and CrowdStrike ( CRWD ) and Tenable ( TENB ) both dropped 3%. The declines were indicative of the entire sector and broader market, as the iShares Expanded Tech-Software Sector ETF ( IGV ) was down 2.4%. In contrast, the Philadelphia Semiconductor Index ( SOX ) ticked up 1%. The blue-chip Dow (DJI ) was down 1.3%, the benchmark S&P 500 ( SP500 ) slipped 0.7%, and the tech-focused Nasdaq Composi...

Chip stocks have fallen off a cliff over the past week, but traders are seeing it as more of an unwinding in the momentum play than a sign of fundamentally tapering demand within the artificial intelligence boom. The iShares MSCI USA Momentum Factor ETF (MTUM) , which tracks stocks that tend to trade in line with recent trends, had dropped just over 10% from its high close on June 22 to its Wednesday open – marking a formal correction – before it bounced in early trading Wednesday morning. At 12:30 p.m. ET, MTUM was up 0.4%. MTUM 1M mountain MTUM past month Accordingly, Wall Street trading desks aren't seeing signs of a panic in the chip space or in AI stocks more broadly. Instead, they're pointing to intact memory fundamentals, aggressive profit taking in equity markets and concentrated outflows from momentum-based investing plays. "While momentum is clearly getting wrung out, the broader AI infrastructure narrative doesn't look like it's cracking. If anything, the latest headlines are telling the opposite story," UBS traders wrote in a Wednesday note. "It feels much more like an orderly de-risking exercise than a forced liquidation event." Both Goldman Sachs and Deutsche Bank traders noted Wednesday that some of the high-momentum benchmarks they were tracking had fallen more than 20% in recent days and that nobody is hitting the panic button so far. "[The] fundamental view of the group remains positive and, despite the magnitude of the selloff, we haven't seen panic mode on the desk yet," the Goldman trading desk wrote. Jordi Visser at 22V Research called the downturn in chip stocks an "AI capex air pocket" in a research note on Tuesday, saying pockets can occur "if the physical infrastructure curve runs ahead of the application monetization curve." With the AI investment thesis still solid, JPMorgan traders said Wednesday that it might be time to buy the dip. "Was yesterday the bottom? We think you buy the dip," they said. "It feels like we may have seen the end ...

Form 144 Broadcom Inc. For: 8 July By Investing.com Investing.com Canada

【有線新聞】效力英超白禮頓的日本球員三笘薰駕車衝紅燈，撞傷一名騎單車的女途人。 三笘薰昨天早上8時多在東京都板橋區的十字路口衝紅燈，撞到一名48歲騎單車的女途人，女子受傷送院，身上有瘀傷。 調查人員透露，三笘薰因看到行人過路燈轉綠燈而分心，沒留意汽車燈號仍是紅燈。他的經紀公司發聲明向傷者致歉，稱非常重視事件，會全力配合調查並加強安全駕駛意識。 三笘薰是日本國腳，5月因左腳受傷未能入選世界盃大軍名單。

Erik Isakson/DigitalVision via Getty Images The Investment Thesis Credo Technology ( NASDAQ :CRDO) has been on a tear lately; it tripled its revenue in a year and still managed to outperform its guidance. I have followed this name since its Active Electrical Cable (AEC) business was still nascent, and I want to make it clear from the outset that I think this is an excellent company. And yet, I rate it a hold. That is not a question of valuation, which I think is more defensible than the bears claim. The fact is that the market has only recently started to pay for a proven quality compounder, and Credo has not been one long enough to earn that distinction. Before I proceed, let me state what I consider a Quality Growth stock: consistent, compounding EPS growth, sustainable competitive advantages, strong fundamentals, and visible catalysts for future growth. Credo scores on two out of four today. Without the other two , I would be reluctant to call it a buy . The Fundamentals First Let me start where any good-quality growth analyst should, with the numbers. Spoiler, they are spectacular. In the fourth quarter of fiscal 2026, ended May 2026, Credo reported revenue of $437.0 million, up 157% year over year , with a non-GAAP gross margin of 68.3% and GAAP net income of $169.1 million. Non-GAAP diluted EPS came in at $1.16, more than triple the $0.35 a year earlier. For the full year, revenue reached $1,335.1 million against $436.8 million in fiscal 2025. Incredibly, non-GAAP net income increased more than five times to $662 million. CRDO EBIT Growth ( Seeking Alpha ) The balance sheet is just as impressive. Credo closed the year with $1.4 billion in cash and short-term investments and no debt to speak of. Furthermore, the company generated roughly $407 million of free cash flow on the year against about $464 million of operating cash flow. Management guided first-quarter fiscal 2027 revenue to $465 million to $475 million . On fundamentals alone, this is one of the highe...

It's fast becoming a World Cup Golden Boot for the ages. But who will win it?

Jonathan Kitchen/DigitalVision via Getty Images With the dominant AI workload rapidly transitioning from training to high-volume inference, scalability remains key. This has accordingly triggered a shift in hyperscaler priorities from maximizing compute capacity to optimizing unit economics, accelerating demand for high-bandwidth, low-latency networking architectures amid the agentic AI shift. This has been materially beneficial to MaxLinear’s ( MXL ) rapidly expanding infrastructure portfolio, as evidenced by the segment’s multi-fold growth outlook. In addition to support from consistent execution on the ramp-up of its core 400G/800G “ Keystone ” PAM4 DSP optical transceiver platform, durability of this accelerating growth trajectory is also reinforced by its expanding product roadmap, alongside increasing deal wins and adoption by tier 1 hyperscalers. More importantly, the agentic shift is also unlocking an adjacent storage opportunity that MXL’s next-generation “Panther” storage accelerator SoC is poised to further accommodate, deepening its competitive advantage in penetrating the expanding AI infrastructure TAM. This is corroborated by memory leader Micron’s ( MU ) latest earnings commentary , which illustrated how the agentic AI inflection is rapidly reshaping AI infrastructure designs beyond “accelerator-only racks to include CPU racks [alongside] storage racks for rapidly expanding context stores”. While the broadening scale-out of multi-functional rack architectures supports a step-function uplift in impending demand for high-bandwidth, low-latency networking fabrics, which MXL’s current 400G/800G Keystone and emerging 1.6T “Rushmore” PAM4 DSPs are competitively positioned to capitalize on, the shift also highlights the increasingly mission-critical role of storage efficiency. This accordingly creates an incremental opportunity for MXL’s next-generation Panther 5 storage accelerator SoC, given the product’s increasing relevance in supporting the resurgence ...

Licence would be diplomatic coup for Kyiv but process of making munitions would likely be expensive, complex and long Europe live – latest updates Donald Trump has told Volodymyr Zelenskyy that Ukraine may be allowed to manufacture Patriot missile interceptors to counter Russian ballistic attacks. It would be a diplomatic coup for Kyiv, which has been struggling to counter Moscow’s increasing missile threat. The US president’s commitment, however, was vaguely framed, and he admitted he had not spoken to the US defence and aerospace companies Lockheed Martin and RTX Corporation (formerly Raytheon) that produce the Patriot system. It also remained unclear how quickly manufacturing of the expensive and complex munitions could be stepped up. Continue reading...

Oracle (NYSE:ORCL | ORCL Price Prediction) has quietly become one of the most important AI infrastructure companies on the planet, yet its stock is behaving as if the story is falling apart. Shares closed at $143.76 on July 6, 2026, down 25.37% year to date, even after the company posted a $638 billion contracted revenue ... Prediction: Oracle Will Be the Next Trillion-Dollar Tech Giant

Prediction: Oracle Will Be the Next Trillion-Dollar Tech Giant 24/7 Wall St.

NuScale Power (NYSE: SMR) is offering the world a technology that could radically change how energy is generated. Yes, I'm referring to small modular reactors (SMRs), which condense all the benefits of nuclear power -- carbon-free electricity, round-the-clock reliability -- into factory-built reactors that are smaller, easier to deploy, and potentially less expensive than traditional nuclear power plants. If NuScale can deploy reactors at scale, this stock could make early investors happy with their returns. Indeed, now would be the time to buy NuScale if you're bullish on its future, as the stock is trading near all-time lows. But before getting too bullish, let's take a closer look at where NuScale is, where it could be going, and if, indeed, it has what it takes to set you up for life. Continue reading

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