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The Fed cut its interest rate, but long-term rates — including those on mortgages — went higher
CNBC· 2025-09-20 21:25
In this articleLENUS10YTorsten Asmus | Istock | Getty ImagesLonger-term Treasury yields jumped this week, flying in the face of the Federal Reserve's interest rate cut, as bond investors didn't get the assurances they sought.The 10-year Treasury yield jumped as high as 4.145% after briefly falling below 4% this week. The 30-year Treasury yield — closely followed for its connection to home mortgages — traded around 4.76%, up from a low of 4.604% earlier in the week.Stock Chart IconStock chart icon10-year Tre ...
Elliott builds a position in Workday after software company unveils a multiyear plan to boost value
CNBC· 2025-09-20 21:14
Business: Workday is a provider of an artificial intelligence platform to help organizations manage their people, money and agents. The company provides over 11,000 organizations with cloud solutions powered by AI to help solve business challenges, including supporting and empowering their workforce, managing their finances and spending in an ever-changing environment, and planning for the unexpected. It offers financial management, spend management, human capital management, planning, and analytics applica ...
Hands-on with the Meta Ray-Ban Display glasses
CNBC· 2025-09-20 20:00
产品发布与定位 - Meta推出新一代智能眼镜Meta Ray-Ban Display 售价799美元 配备内置显示屏和EMG传感器腕带[1][2][3] - 该产品是公司首款面向消费者销售的带显示屏智能眼镜 标志着公司向头戴设备替代智能手机的战略迈出重要一步[2] - 产品计划于9月30日在美国率先上市 相比去年展示的仅用于演示的Orion原型机 此款为商业化量产版本[3] 技术特性与功能 - 眼镜右镜片配备小型数字显示屏 支持阅读消息 查看照片预览和实时对话字幕功能[4] - 通过配套的灰色EMG传感器腕带控制 腕带通过检测人体电信号实现手势操控 佩戴时会产生轻微电击感[5] - 显示屏采用高分辨率半透明设计 不遮挡真实视野 但图标在真实视野对比下清晰度有限 主要侧重实用功能而非娱乐[6][7] 用户体验与设计 - 显示屏呈现迷你智能手机屏幕效果 位于用户右脸颊下方 视觉效果略显模糊但注重功能性[6][7] - 设备核心功能包括启动相机和查看Spotify歌曲列表等简单操作 强调实用价值而非沉浸式体验[7] - 腕带佩戴方式类似手表 但激活时会产生可察觉的电击感 强度低于烘干衣物时的静电[5]
Club nation: Why Costco, Sam's Club and BJ's are opening new stores and gaining members
CNBC· 2025-09-20 20:00
行业增长驱动因素 - 高通胀使会员制仓储俱乐部渠道更受关注 因其以更低价格提供汽油和家庭必需品大宗包装 [4] - 年轻一代消费者推动增长 Z世代和千禧世代占山姆俱乐部会员增长的一半以上 [3][27] - 数字化服务提升购物体验 山姆俱乐部Scan & Go功能占交易量40% BJ's电商销售同比增长34% [18][20] 门店扩张战略 - 山姆俱乐部计划每年新开15家门店并改造现有600家门店 [8] - BJ's计划未来两个财年新开25-30家门店 并首次进入德克萨斯州等新市场 [9] - 开市客保持每年新开约30家门店的扩张计划 其中超半数位于美国 [10] 财务表现 - 开市客股价自2020年3月疫情以来上涨约215% BJ's上涨约305% [3] - 开市客全球付费会员数达8000万户 BJ's会员数达800万户 较七年前上市增长55% [25] - 山姆俱乐部最近季度会员收入增长近8% 并承诺未来8-10年实现会员数翻倍 [26] 商品策略创新 - 开市客黄金条单季度销售额超1亿美元 引发社交媒体病毒式传播 [6] - 零售商加强自有品牌产品 商品种类扩展到儿童服装、珠宝和健康产品 [30][32] - 山姆俱乐部推出4.98美元烤鸡和8.98美元披萨 并设立现场制作寿司站 [15] 数字化转型 - BJ's当日达订单金额比店内购物高25-30% 提供年费100美元无限配送服务 [21] - 开市客电商业务占比8% 超半数会员下载应用 数字业务仍处早期阶段 [23] - 山姆俱乐部采用自动化地板清洁器和高科技出口拱门 提升运营效率 [19] 消费者行为变化 - 25-34岁消费者在非食品类商品支出增长3% 成为增长最快的消费群体 [29] - 开市客新会员中40岁以下占比近半 平均会员年龄下降 [28] - 消费者购物频率增加 从大量囤货转向更频繁访问 [18] 运营挑战应对 - 零售商通过将高关税商品转移到海外仓库来应对关税压力 [11] - 采用轮换品牌和"寻宝"方式降低关税脆弱性 食品杂货占销售主体 [12] - BJ's增加来自美国或低关税国家的节日商品供应 [13]
Navan, corporate travel and expense startup, files for initial public offering
CNBC· 2025-09-20 04:46
Navan, the business travel, payments, and expense management startup, filed on Friday afternoon to go public.Its S-1 filing with the Securities and Exchange Commission indicates that the company plans to list on the Nasdaq Global Select Market under the symbol "NAVN."Navan reported trailing 12-month revenue of $613 million (up 32%) across over 10,000 customers, and gross bookings of $7.6 billion (up 34%), according to the S-1 filing.Goldman Sachs and Citigroup will act as lead book-running managers for the ...
Trump is threatening broadcast station licenses – what that means, and how it all works
CNBC· 2025-09-20 04:19
In this articleFOXACMCSAPSKYDISA sign is seen outside of the "Jimmy Kimmel Live!" show outside the El Capitan Entertainment Centre on Hollywood Boulevard, from where the show is broadcast in Hollywood, California on Sept. 18, 2025.Frederic J. Brown | AFP | Getty ImagesDisney's decision this week to pull "Jimmy Kimmel Live!" from its broadcast network ABC is shining a light on a part of the media business in which the federal government has control. On Thursday, President Donald Trump suggested his administr ...
Microsoft raises Xbox prices in U.S. due to economic environment
CNBC· 2025-09-20 03:37
Microsoft said on Friday that it will increase the recommended retail price of several Xbox consoles in the U.S. starting in October because of "changes in the macroeconomic environment."The company said it would not increase prices for accessories such as controllers and headsets, and that prices in other countries would stay the same.While Microsoft didn't explicitly attribute the increase to the Trump administration's tariffs, many consumer companies have been warning for months that higher prices are on ...
StubHub shares stumble for third day as post-IPO slump deepens
CNBC· 2025-09-20 03:28
Ticket reseller StubHub signage on display at the New York Stock Exchange for the company's IPO on Sept. 17, 2025.After a long wait to get public, StubHub has had a rough start to life on the New York Stock Exchange. Shares of the online ticket vendor dropped more than 7% on Friday, falling for a third straight day since debuting on Wednesday. At $19, the stock is now down 18% from its IPO price of $23.50. StubHub, trading under ticker symbol "STUB," has lagged behind fellow market newcomers like online len ...
Former Disney CEO Eisner backs Jimmy Kimmel, blasts FCC 'intimidation' of ABC
CNBC· 2025-09-20 02:58
公司管理层动态 - 前迪士尼首席执行官Michael Eisner公开支持吉米·金梅尔 称其非常有才华且有趣[1][3] - Eisner通过社交媒体批评联邦通信委员会主席对ABC和迪士尼的恐吓行为[2] - Eisner质疑领导力缺失并讽刺性修改宪法第一修正案内容[2] 节目调整情况 - ABC已无限期停播《吉米·金梅尔直播秀》[1] - 停播决定源于主持人对Charlie Kirk被杀事件的相关评论[1] - 停播行动于周三晚间实施[2]
Steve Bannon floats idea of Bessent running both Treasury and the Fed
CNBC· 2025-09-20 02:39
U.S. Treasury Secretary Scott Bessent speaks to the press, on the day of U.S.-China talks on trade, economic and national security issues, in Madrid, Spain, September 15, 2025.White House confidante Steve Bannon has an unusual solution for who should take over as Federal Reserve Chair Jerome Powell next year.In a podcast interview with Sean Spicer, who served as White House press secretary during President Donald Trump's first term, Bannon recommended that Treasury Secretary Scott Bessent helm the central b ...