Chicago Federal Reserve President Austan Goolsbee expressed caution Tuesday about lowering interest rates as the U.S. economy grapples with the forces of slower growth and a weaker labor market.While he joined the rest of the Federal Open Market Committee last week in voting to cut the central bank's key borrowing rate, he told CNBC that further moves would depend on economic progress."I'm OK with moving to be in a better spot, and I think eventually, at a gradual pace, rates can come down a fair amount if ...

Our top 10 things to watch Tuesday, Sept. 23 — Matthew J. Belvedere wrote this morning's newsletter with the help of Jeff Marks. 1. The S & P 500 was relatively flat Tuesday morning following a three-session winning streak. The index closed at a record high Monday, and so did the Nasdaq as tech stocks surged on Club holding Nvidia's gains after its OpenAI announcement . Looking ahead , Club name Costco reports earnings after Thursday's close, and the Federal Reserve's favorite inflation gauge is out Friday ...

公司供应链战略 - 比亚迪拥有深度内部技术开发能力 在疫情期间全球半导体短缺时未受影响 因能快速找到替代方案[1] - 公司对供应链控制力强 涵盖从汽车制造到电池开发等多个环节[2] - 始终具备备用技术方案作为保障[3] 英伟达芯片使用情况 - 未收到中国政府停止使用英伟达芯片的指令[2] - 英伟达Drive AGX Orin系统用于支持汽车自动驾驶功能 比亚迪是该产品客户[4] - 目前无迹象表明中国政府将禁止该自动驾驶系统[4] 地缘政治影响评估 - 英伟达H20 AI芯片曾先被禁止后获准销售 涉及美中收入分成协议[3] - 中国据报正劝阻本土科技公司购买英伟达AI芯片[4] - 高管认为任何国家都不太可能禁止汽车芯片 因中国市场份额对英伟达至关重要[5]

Amazon and the Federal Trade Commission are squaring off in a long-awaited trial over whether the company duped users into paying for Prime memberships.The lawsuit, filed by the FTC in June 2023 under the Biden administration, alleges that Amazon deceived tens of millions of customers into signing up for its Prime subscription program and sabotaged their attempts to cancel it. Amazon has denied any wrongdoing.The trial is being held in a federal court in Seattle, Amazon's backyard. Jury selection began Mond ...

Crypto infrastructure startup Zerohash has raised $104 million in funding with backing from financial firms including Morgan Stanley and SoFi, CNBC has learned.The Series D round was led by Interactive Brokers, the global automated trading firm, and includes strategic investors who are also clients of Zerohash, founder and CEO Edward Woodford told CNBC in an interview. The company is valued at $1 billion, he said."We wanted to raise from the largest, most trusted brands in the world and have that be the bri ...

Major global semiconductor stocks rose on Tuesday after Nvidia announced plans to invest $100 billion in OpenAI.The deal between Nvidia and OpenAI is on a large scale. OpenAI plans to build and deploy Nvidia systems that require 10 gigawatts of power, which is equivalent to 4 million and 5 million graphics processing units (GPUs), according to Nvidia CEO Jensen Huang.The news sparked a rally on Wall Street, with positive sentiment flowing through to the global chip sector and especially touching companies w ...

Container backlog occurs at Longtan Port Container Terminal in Nanjing, Jiangsu Province, China, on September 21, 2025. (Photo by Costfoto/NurPhoto via Getty Images)The Organisation for Economic Co-operation and Development upgraded its global economic growth forecast on Tuesday, with many economies appearing more resilient than expected so far this year.The OECD now expects global growth of 3.2% this year, compared to the 2.9% expansion it had forecast in June. Expectations for 2026 were unchanged at 2.9%. ...

公司合作 - OpenAI与英伟达达成1000亿美元合作伙伴关系 涉及基础设施建设和处理器供应[2][4][6] - 合作谈判通过虚拟讨论和一对一会议完成 未涉及投资银行参与[5] - 英伟达将分10次向OpenAI投资 每次100亿美元 首轮估值锁定5000亿美元[13] 行业地位与影响 - 英伟达成为全球最具价值上市公司 市值达4.5万亿美元 公告当日增长1700亿美元[3] - OpenAI成为全球最知名初创企业 估值5000亿美元[3] - 该合作被描述为"规模巨大" 标志着科技行业资本和影响力向AI核心企业集中[3] 基础设施计划 - 合作项目将建设10吉瓦规模AI超算设施 首期站点预计明年下半年投入使用[9] - 所有OpenAI基础设施项目将纳入"Stargate"计划框架[8] - 已评估700-800个潜在选址 考量因素包括能源供应 审批时间表和融资条款[10] 融资与投资结构 - 投资采用分轮次结构 后续九轮各100亿美元将按当时估值定价[13] - OpenAI计划通过债务融资补充扩张所需资金[19] - 英伟达近期还向英特尔投资50亿美元 并向英国数据中心初创公司Nscale投资约7亿美元[12] 合作伙伴关系 - OpenAI在签约前一日才通知主要股东微软[7] - 与Oracle达成3000亿美元计算能力协议 期限五年从2027年开始[8] - 保持与多家云公司和芯片制造商合作 避免对单一供应商的依赖[11] 历史渊源与发展 - 双方合作可追溯至2016年 当时英伟达向OpenAI交付首台DGX超级计算机[14] - 英伟达去年10月参与OpenAI66亿美元融资轮 当时估值1570亿美元[16] - "Stargate"代号源于2025年11月OpenAI与软银孙正义的东京会议[16] 未来战略方向 - OpenAI考虑在未来一两年内推出商业云服务[21] - 公司需同时专注于AI研究 产品开发和基础设施挑战[5] - 基础设施团队正与软银讨论更广泛的融资和制造支持[22]

Burbo Bank, Liverpool Bay, England, viewed from the sea turbines on Burbo wind farm off the U.K. coast.Shares of Danish renewables giant Orsted jumped on Tuesday, after a U.S. judge ruled the embattled firm can resume construction of an offshore wind farm that was halted by the Trump administration.The decision means Orsted can resume work on the nearly completed Revolution Wind project off the coast of Rhode Island and Connecticut.Shares of the Copenhagen-listed company were among the top performers on the ...

Stocks listed in Europe looked set to open broadly higher on Tuesday, following a Wall Street rally that propelled all three major U.S. indexes to record highs.Futures tied to the Euro Stoxx 50 were last seen trading 0.1% higher. Those linked to the French CAC 40 and Germany's DAX index were last up by around 0.2%, while FTSE 100 futures were 0.1% higher.On Monday, chipmaking giant Nvidia announced plans to invest up to $100 billion in OpenAI to build data centers, with the former firm's CEO Jensen Huang la ...