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Shares of Paccar - Peterbilt and Kenworth owner - soar after Trump's heavy truck tariffs
CNBC· 2025-09-26 19:52
关税政策影响 - 特朗普宣布自10月1日起对进口重型卡车征收25%关税 [1] - 政策旨在保护包括Peterbilt、Kenworth、Freightliner和Mack Trucks在内的美国重型卡车制造商 [2] - 美国银行指出Paccar国内生产超90%的美国卡车 但成本比墨西哥竞争对手高8000至10000美元 [2] 公司市场表现 - Paccar股价在盘前交易中上涨超6% [1] - 美国银行分析师认为该政策使Paccar处于行业领先地位 [3] - Paccar旗下拥有Peterbilt和Kenworth两大重型卡车品牌 [2]
Business success breakthrough lessons: How Costco's 'big and bulky' shift keeps growing the brand
CNBC· 2025-09-26 19:50
Costco built its brand on supermarket staples. If you wanted a truckload of toilet paper or enough ham to pack 50 sandwiches, it was the place to go. But Costco has increasingly moved beyond mustard and milk.The most well-known "surprise" in Costco's sales success strategy may be the boom in gold bars bought by its customers in recent years. But the big-box retailer is also seeing a boom in sales of saunas and sofas, many of them purchased online. In industry parlance, these purchases are termed "big and bu ...
What investors need to know about financial advisor fees
CNBC· 2025-09-26 19:46
Anciens Huang | Moment | Getty ImagesWhen you're hiring a financial advisor, it's crucial to understand how that professional gets paid.To consumers, it may seem like a simple question to ask — but the answer isn't necessarily straightforward.About 36% of consumers don't know how they pay for a savings or investing relationship with a financial firm, according to a 2023 Hearts & Wallets survey. Another 20% said they think their financial service is free.Many of those clients are likely mistaken, although so ...
Family offices prefer to bet on AI boom with stocks versus startups and VC funds
CNBC· 2025-09-26 19:30
A version of this article first appeared in CNBC's Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox.Investment firms of the ultra-wealthy, such as the family office of Jeff Bezos, are making headlines with massive fundraises for artificial intelligence startups.Late last month, Bezos Expeditions co-led a $405 million round for robotics startup Field AI with backers including Laurene Powell Jobs' ...
Accenture plans on 'exiting' staff who can't be reskilled on AI amid restructuring strategy
CNBC· 2025-09-26 19:18
Tech consultancy Accenture has laid out plans to lay off staff that aren't able to reskill on artificial intelligence amid a broader restructuring strategy which will see the company prioritize AI efforts.Accenture CEO Julie Sweet said in a call Thursday that as advanced AI becomes "a part of everything we do" and the global professional services company continues to invest significantly in the area, it expects employees to "retrain and retool" at scale."We are investing in upskilling our reinventors, which ...
How Google shifted from a bastion of accurate information to a steward of free expression
CNBC· 2025-09-26 19:00
Google CEO Sundar Pichai waves as he arrives to attend the Artificial Intelligence (AI) Action Summit at the Grand Palais in Paris, France, February 11, 2025. Benoit Tessier | ReutersGoogle long touted the need for factually accurate information on its platforms, but a letter submitted to Congress this week demonstrates how the tech company is shifting to prioritize "free expression."The company's YouTube division on Tuesday said it will soon allow accounts that were previously banned for spreading misinfor ...
China's Xiaomi is planning a next-gen phone chip, but won't release one yearly like Apple
CNBC· 2025-09-26 18:18
芯片发布计划 - 小米计划推出新款高端智能手机SoC芯片XRING 01 将于5月下旬正式发布[1] - 公司不会像苹果那样每年发布新款芯片 下一代芯片已在规划中但无年度发布承诺[1][5] 技术规格与投资 - XRING 01采用3纳米制程工艺 属于市场最先进技术之一[3] - 公司承诺未来10年投入至少500亿元人民币(70亿美元)用于芯片研发[5] 量产与盈利目标 - 首款芯片XRING 01预计出货100万单位[7] - 单次芯片发布需达到1000万单位产量才能实现盈亏平衡[7] - SoC业务预计需要十年耐心才能最终实现收支平衡[8] 战略动机 - 自研芯片可提供硬件与软件的深度集成优化 提升HyperOS和HyperAI生态系统体验[8][9][11] - 开发智能手机SoC获得的专业技术可延伸至智能手表、电动汽车等其他产品线[11] 供应商关系 - 小米智能手机目前同时采用高通和联发科芯片[12] - 公司明确表示将继续与高通和联发科保持长期合作伙伴关系 采用双解决方案并行策略[13] - 已向合作伙伴保证自研芯片不会影响现有合作关系[13]
China stays conspicuously quiet after Trump's TikTok deal declaration
CNBC· 2025-09-26 17:52
Following U.S. President Donald Trump's approval of a deal that could keep TikTok alive in the U.S. on Thursday, China has remained conspicuously quiet — a notable silence as Beijing still can ultimately decide the app's fate.Chinese state media remained silent about the deal, while social media discussion was limited. One state-affiliated Weibo account cited a Fudan University professor, who described the agreement as a "win-win" for both countries.During the signing of an executive order on the deal, Trum ...
Fever to fatigue? Pop Mart is actually happy that Labubu resale prices are dropping
CNBC· 2025-09-26 12:48
核心观点 - Labubu玩具在二手市场经历价格剧烈波动 从溢价2000%到价格腰斩 但公司认为这种调整符合其长期战略目标 [1][2][3] 市场表现 - 夏季Labubu盲盒玩具二手转售溢价高达2000%以上 引发加州发生价值3万美元的抢劫案 [1] - 当前二手市场热度消退 黄牛恐慌性抛售导致价格下跌50%或更多 [2] 公司战略 - 公司声明产品是为真正热爱艺术的消费者设计 强调艺术普及的重要性而非投机获利 [2] - 公司主动放弃短期炒作模式 转向更稳定可持续的运营策略 [3] - 二手市场虽然短期提升产品热度 但长期会疏远真实客户群体 公司拒绝成为昙花一现的品牌 [4] 行业观察 - 行业专家指出公司初期默许二手溢价炒作以提升市场渴求度 [3] - 行业分析认为过度依赖转售市场存在长期健康风险 [4]
Trump slaps 25% tariffs on heavy trucks imports, starting Oct. 1
CNBC· 2025-09-26 08:27
In an aerial view, trucks line up to enter a shipping berth at the Port of Oakland on Aug. 26, 2025 in Oakland, California.U.S. President Donald Trump said Thursday night stateside that he would impose a 25% tariff on imported heavy trucks from Oct. 1, part of his broader push to boost domestic manufacturing."All 'Heavy (big!) Trucks' made in other parts of the world" will face the higher tariffs, Trump said in a post on Truth Social, attributing the move to protecting U.S. manufacturers from "unfair outsid ...