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Trump's Truth Social takes step toward launching bitcoin ETF with NYSE Arca filing
CNBC· 2025-06-04 08:00
President Donald Trump's Truth Social platform moved a step closer to having a bitcoin exchange-traded fund available to everyday investors. NYSE Arca, the all-electronic arm of the New York Stock Exchange that handles most ETF trading, filed on Tuesday to list a bitcoin fund linked to the president's media company, the latest sign of Trump's expanding push into the crypto world. Known as a 19b-4 form, the filing is required before regulators can decide whether to allow the fund to launch and trade on a U.S ...
New Elizabeth Warren report chronicles '130 days of Elon Musk'
CNBC· 2025-06-04 06:48
特斯拉CEO马斯克政府任职争议 - 马斯克在特朗普政府担任"特别政府雇员"期间被指控利用职务为个人及旗下公司谋利 [1][2] - 参议员沃伦办公室发布14页报告详细记录马斯克130天任期内100多项涉嫌利益冲突的行为 [2] - 报告指控马斯克违反政府道德规范速度惊人 行为已构成"丑闻" 但未明确是否涉及刑事起诉 [3] 政府效率部门改革 - 马斯克主导的政府效率部门(DOGE)致力于大幅削减联邦政府开支 [4] - 其4个月任期导致联邦政府机构和员工经历前所未有的动荡 [4] - 部门改革措施引发广泛争议 但具体成效未在文中披露 [4]
CrowdStrike shares drop on weak revenue guidance
CNBC· 2025-06-04 04:52
财务表现 - 公司第一季度收入同比增长近20% [1] - 第一季度净亏损1亿1020万美元(每股亏损44美分),去年同期净利润4280万美元(每股收益17美分) [1] - 调整后每股收益73美分,与预期65美分相比超出预期 [5] - 第一季度收入11亿美元,与预期11亿美元持平 [5] 收入与盈利指引 - 当前季度收入指引为11亿4000万至11亿5000万美元,低于分析师预期的11亿6000万美元 [2] - 当前季度调整后每股收益指引为82至84美分,略高于分析师预期的81美分 [2] - 全年收入指引维持47亿4000万至48亿1000万美元,与分析师预期47亿7000万美元基本一致 [3] - 全年调整后每股收益指引上调至3.44至3.56美元,高于3月指引的3.33至3.45美元,且超出分析师预期的3.43美元 [3] 成本与支出 - 销售与营销、研发及行政成本上升,部分归因于去年夏季的大规模软件中断事件 [2] 股票回购与市场表现 - 公司宣布10亿美元股票回购计划 [3] - 截至周二收盘,公司股价2025年累计上涨43%,远超标普500指数不到2%的涨幅 [4] 管理层表态 - CEO George Kurtz表示股票回购计划反映对公司未来及阻止网络入侵使命的信心 [4] 其他信息 - 公司高管将于美东时间下午5点召开分析师电话会议讨论业绩 [4]
Nvidia tops Microsoft, regains most valuable company title for first time since January
CNBC· 2025-06-04 04:18
Nvidia CEO Jensen Huang speaks as he visits Lawrence Berkeley National Lab to announce a U.S. supercomputer to be powered by Nvidia's forthcoming Vera Rubin chips, in Berkeley, California, U.S., May 29, 2025.Nvidia passed Microsoft in market cap on Tuesday, once again becoming the most valuable publicly traded company in the world.Shares of the artificial intelligence chipmaker rose about 3% on Tuesday to $141.40, and the stock has surged nearly 24% in the past month as Nvidia's growth has persisted even th ...
Tesla's planned robotaxi launch in tech-friendly Austin has Musk playing catch-up in his hometown
CNBC· 2025-06-04 00:34
特斯拉机器人出租车计划 - 特斯拉将于本月晚些时候在德克萨斯州奥斯汀推出机器人出租车服务 初期投放10辆Model Y 未来计划扩展至数千辆并进入更多城市 [1][2] - 公司已在奥斯汀进行多日无安全员的Model Y自动驾驶测试 采用基于摄像头和计算机视觉的导航系统 而非激光雷达等传感器 [1][8] - 首席执行官马斯克称特斯拉的"通用化"机器人出租车方案比Waymo更具野心且成本更低 [8] 奥斯汀成为自动驾驶技术中心 - 奥斯汀凭借机器人/AI人才 科技友好型居民 相对低廉的房价 以及适合自动驾驶的横向交通灯和宽阔道路布局 成为多家公司的测试和首发市场 [3] - 该市已聚集Waymo Zoox 大众ADMT Avride等企业 其中Waymo与Uber合作的服务中100辆自动驾驶车每日完成行程量超过奥斯汀99%的人类司机 [4][6][7] - 德州2017年法律禁止地方政府监管自动驾驶车辆 形成全州统一的监管框架 显著降低企业运营壁垒 [14][15] 行业竞争格局 - Waymo在奥斯汀和凤凰城累计近五年24小时运营经验 计划2026年前将凤凰城工厂产能翻倍 其联合CEO强调安全优先于成本 [10][11] - 初创公司Avride计划今年将奥斯汀车队扩至100辆 2025年与Uber在达拉斯推出服务 目前使用12辆现代IONIQ 5进行配送机器人测试 [7] - 大众ADMT自2023年起在奥斯汀测试电动ID系列 亚马逊Zoox去年开始当地测试 [4][5] 技术发展现状 - Rivian计划明年推出"脱手脱眼"驾驶辅助系统 其高管指出奥斯汀消费者对新技术的接受度高于其他地区 [16][17] - 德克萨斯大学学习智能体研究团队2007年即参与DARPA城市挑战赛 培养的人才现就职于Waymo等企业 机器学习进步使自动驾驶表现优于部分人类驾驶员 [19][20] 监管环境与挑战 - 美国交通部长支持制定联邦层面标准 Waymo呼吁建立全国安全框架 行业担忧单一事故可能引发监管过度反应 [23][32] - 奥斯汀运输部门收集自动驾驶事故数据但无强制上报要求 企业主动开展急救人员培训 但技术故障仍偶发 如Waymo车辆高速路异常停驶引发乘客投诉 [28][30][33] - 专家认为社会对自动驾驶容错率过低 应关注其相比人类驾驶的事故率改善而非追求绝对完美 [34]
Here's why Applebee's owner Dine Brands hasn't found Chili's recent success
CNBC· 2025-06-03 23:00
America has a new favorite grill and bar chain.For the first time, Chili's overtook Applebee's in terms of U.S. systemwide sales in 2024, according to Technomic.Data from the restaurant tracking firm shows that from 2021 to 2024, Chili's grew U.S. sales from about $3.6 billion to $4.6 billion, while Applebee's $4.1 billion U.S. sales were about flat over that same time period.In their most recently reported fiscal quarters, Chili's saw its same-store sales spike 31%, while Applebee's domestic same-store sal ...
Nvidia's Jensen Huang says Nintendo Switch 2 has dedicated AI processors
CNBC· 2025-06-03 22:51
An attendee wearing a cow costume while playing Mario Kart World by Nintendo Switch 2 during the Nintendo Switch 2 Experience at the ExCeL London international exhibition and convention centre in London, Britain, April 11, 2025.Nvidia CEO Jensen Huang on Tuesday talked up the capabilities of Nintendo's new Switch 2, days before the long-awaited console is set to hit store shelves.In a video posted by Nintendo, Huang called the chip inside the Switch 2 "unlike anything we've built before.""It brings together ...
McDonald's is bringing back the snack wrap to U.S. restaurants next month
CNBC· 2025-06-03 22:31
McDonald's snack wraps will return to U.S. restaurants next month as the fast-food giant looks to boost sales after a sluggish start to the year.McDonald's introduced snack wraps nearly two decades ago but discontinued the item in 2016 because it slowed its kitchens down too much. Some franchisees kept snack wraps around until 2020, when McDonald's slashed its menu during pandemic lockdowns to keep service running as smoothly as possible. Snack wraps disappeared along with salads and parfaits.McDonald's cus ...
AI on verge of eight-hour job shift without burnout or break. Is 24-hour AI workday next?
CNBC· 2025-06-03 22:29
行业趋势 - 用户行为正在从传统搜索引擎转向AI聊天工具 72岁的退休用户Jan Williamson表示现在定期使用ChatGPT获取各类信息而非Google [1] - AI模型存在工作时长限制 Anthropic旗下Claude 4突破性实现连续工作7小时 远超当前行业标准(秒级/分钟级任务处理) [3][4][5] - 24小时AI工作制成为行业新议题 但需权衡算力成本、环境代价等因素 [10][13] 技术突破 - 上下文窗口(token)容量决定AI工作持久性 Claude Opus 4支持20万token 是ChatGPT(12.8万token)的1.56倍 [7] - 算力消耗是核心制约因素 维持AI稳定输出需要高端GPU/TPU全负荷运行 伴随高昂冷却及电力成本 [6][11] - 性能衰减机制 当token限额用尽时需重置上下文窗口 长期对话会导致早期指令遗忘和响应质量下降 [8][9] 商业考量 - Anthropic可能设置超级会话成本上限 无节制运行将导致财务风险 [12] - 环境成本凸显 水冷需求激增可能加剧水资源短缺问题 [12] - 技术伦理争议 行业需主动设定合理限制而非被动接受强制约束 [13]
Peloton launching resale market for used bikes, treadmills
CNBC· 2025-06-03 22:11
Peloton on Tuesday launched its own marketplace for reselling used equipment and gear as the company looks to capitalize on the many bikes and treadmills collecting dust in people's homes. The platform, dubbed Repowered, will allow members to post listings for their used Peloton equipment and gear and set a price with help from a generative AI tool, the company said.Sellers have the final say on how much to list the item for, but the AI tool will suggest a price based on information about the product, such ...