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'That's cute': Frontier CEO fires back at United CEO declaring discount airline model dead
CNBC· 2025-09-17 22:57
President and CEO of Frontier Airlines, Barry Biffle attends The Future of Everything presented by the Wall Street Journal at Spring Studios on May 17, 2022, in New York City.Frontier Airlines CEO Barry Biffle fired back at his counterpart at United Airlines who said the deep discount model in the U.S. is dead."That's cute," Biffle said Wednesday at the Skift Global Forum, a travel conference in New York. "If he's good at math he would understand that we have a [flight] oversupply issue in the United States ...
Workday stock climbs as activist investor Elliott takes $2 billion stake
CNBC· 2025-09-17 22:09
Shares of Workday popped 9% on Wednesday after activist investor Elliott Investment Management announced a $2 billion stake in the company.Workday announced a multi-year plan to enhance its operating model and capital allocation framework on Tuesday, and Elliott said it believes the plan will drive "substantial long-term value creation.""We believe CEO Carl Eschenbach, CFO Zane Rowe and the entire Workday team have made substantial progress in recent years, positioning Workday as a unique software franchise ...
DHL is on customs agent hiring spree as Trump's trade war, reshoring bring big changes to U.S. shipping
CNBC· 2025-09-17 21:15
A California Border Patrol officer directs a Mobile Vehicle and Cargo Inspection Systems (VACIS) truck to x-ray the contents of a cargo container at the Los Angeles/Long Beach Seaport Centralized Examination Station in Carson on Feb. 3, 2022.Tim Robertson, CEO for DHL Global Forwarding, tells CNBC this is the most atypical peak shipping season he has ever seen.Traditionally, retailers order their remaining holiday goods for a late August/September arrival before manufacturing plants close to celebrate Octob ...
Amazon introduces AI agent to help sellers with tedious tasks
CNBC· 2025-09-17 21:01
Packages ride on a conveyor belt during Cyber Monday, one of the company's busiest days at an Amazon fulfillment center on December 2, 2024 in Orlando, Florida.Amazon on Wednesday introduced an artificial intelligence agent that will help third-party merchants operate their online businesses.The company is adding agentic capabilities to Seller Assistant, its AI tool for third-party sellers, meaning the software can take action on a merchant's behalf with their permission, Amazon said. The update was announc ...
Waymo bringing robotaxis to Nashville through first commercial deal with Lyft
CNBC· 2025-09-17 21:00
A Waymo autonomous self-driving Jaguar electric vehicle is seen in Tempe, Arizona, on the outskirts of Phoenix, on September 15, 2025.Waymo has partnered with Uber to get its robotaxis into Atlanta and Austin, Texas. Now it's teaming up with Lyft for the first time in a commercial deal to enter Nashville next year.Riders in Nashville will be able to hail a Waymo robotaxi through the Waymo One app, and Lyft will add Waymo robotaxis to its platform over time, the companies said in a joint statement on Wednesd ...
Eli Lilly's obesity pill outperforms Novo Nordisk's oral drug in head-to-head diabetes trial
CNBC· 2025-09-17 21:00
核心观点 - 礼来实验性口服药物orforglipron在2型糖尿病头对头研究中优于诺和诺德口服司美格鲁肽 降糖效果和减重幅度均更显著[1][3][4] - 口服GLP-1药物市场潜力巨大 预计到2030年代总规模达1000亿美元 其中口服制剂可能占据500亿美元份额[7] 临床试验结果 - orforglipron最高剂量组52周后糖化血红蛋白降低22% 显著优于诺和诺德口服药的14%降幅[3] - 礼来药物最高剂量组患者平均减重92%(197磅) 诺和诺德药物组减重53%(11磅)[4] - 分析全部患者(含中止治疗者)时 orforglipron减重效果为82% 仍高于对照组的53%[4] 药物特性与定位 - orforglipron最高剂量36毫克 对比诺和诺德已获批药物Rybelsus最高14毫克剂量[5] - 该药物可能成为多数2型糖尿病患者控制血糖和肥胖的主要治疗方案[5] - 专家评价其血糖控制效果显著 不仅优于其他口服药 还包括注射类药物[6] 商业化进展 - 公司预计2026年提交orforglipron治疗2型糖尿病的上市申请[6] - 计划明年同期在全球推出该口服药物[6] 市场竞争格局 - 礼来与诺和诺德在GLP-1市场激烈竞争 该市场因每周注射剂存在供应短缺和可及性障碍[7] - 口服GLP-1药物因其无针头、无饮食限制的便利性 有望成为重磅替代选择[2][7]
Nvidia CEO says he's 'disappointed' after report China has banned its AI chips
CNBC· 2025-09-17 20:29
公司业务与市场动态 - 英伟达CEO对公司在华业务受阻表示失望 此前有报道称中国已禁止企业采购其AI芯片[1][2] - 公司已指导所有金融分析师在财务预测中排除中国市场 因该市场前景取决于中美政府间讨论[2] - 美国出于国家安全考虑此前已限制英伟达向中国出口AI芯片 包括性能较低的H20服务器芯片[2] 政府协议与投资布局 - 白宫于8月宣布特朗普与CEO达成协议 英伟达可获得出口许可 条件是将其在中国H20销售额的15%上交美国政府[3] - 公司宣布向英国AI基础设施投资110亿英镑(150亿美元) 微软、谷歌和Salesforce等美国科技巨头也宣布在英进行数十亿美元AI投资[5] 监管环境与调查进展 - 中国国家市场监督管理总局本周初对英伟收购以色列技术公司Mellanox展开反垄断调查 Mellanox主要为数据中心和服务器提供网络解决方案[4] 战略立场与市场重要性 - CEO强调中国市场重要性 指出该市场规模庞大且技术行业充满活力 公司已服务该市场30年[6] - 公司表示将继续支持中国政府和企业 同时也将继续支持美国政府处理地缘政治政策[6]
Speaker Johnson says China is straining U.S. relations with Nvidia chip ban
CNBC· 2025-09-17 20:29
U.S. House Speaker Mike Johnson (R-LA) speaks with reporters outside his office in the U.S. Capitol in Washington, D.C., U.S., Sept. 11, 2025.Republican House Speaker Mike Johnson called China an "adversary" of the U.S. on Wednesday after a report that the country has told tech companies to stop buying Nvidia's artificial intelligence chips.The Cyberspace Administration of China ordered companies to halt purchases of Nvidia's RTX Pro 6000D, a chip that was made for the country, the FT reported, citing peopl ...
Ben & Jerry's co-founder Jerry Greenfield quits over social activism row with Unilever
CNBC· 2025-09-17 19:04
(L-R) Ben Cohen and Jerry Greenfield, co-founders of Ben & Jerry’s, partnered with MoveOn to hand out free ice cream at Franklin Square in Philadelphia during their Scoop The Vote tour to get-out-the-vote for Vice President Kamala Harris and Democrats down the ballot on September 16, 2024 in Philadelphia, Pennsylvania.Ben & Jerry's co-founder Jerry Greenfield has stepped down from the ice cream maker after nearly 50 years amid an ongoing row with parent company Unilever.In an open letter shared on Wednesday ...
Alibaba's shares jump after it lands a major customer for its AI chips
CNBC· 2025-09-17 18:08
股价表现 - 阿里巴巴香港上市股票收盘上涨超过5% 美国预上市交易时段上涨超过2% [2] - 股价上涨直接受中国联通采用其人工智能芯片的消息推动 [1][2] 业务发展 - 通过半导体子公司平头哥(T-Head)为中国联通提供人工智能加速器芯片 [1] - 公司不直接销售芯片 而是通过阿里云服务提供基于这些半导体的计算能力 [1] - 中国联通作为中国第二大电信运营商 将在三江源数据中心项目中部署阿里巴巴的计算能力 [3][5] - 该项目同时采用包括沐曦(MetaX)和壁仞科技(Biren Technology)在内的其他国内芯片厂商产品 [3] 行业动态 - 中国互联网监管机构网信办要求企业停止采购部分英伟达人工智能芯片 [4] - 英伟达对中国市场的芯片供应仍处于不稳定状态 [3] - 中国正积极推动国内人工智能芯片的自主化应用 [3] 公司地位 - 阿里巴巴是中国领先的人工智能企业 拥有自主开发的AI模型 [4] - 公司是国内最大的云计算服务商之一 [4] - 正在开发全新的人工智能芯片 [4] 合作细节 - 合作信息通过央视报道中展示的公告牌披露 [5] - 该合作属于中国联通青海省三江源数据中心项目的一部分 [5] - 目前尚未确认中国联通是否采用阿里巴巴最新一代芯片 [5]