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Musk's Starlink hit with outage day after rollout of T-Mobile satellite service
CNBC· 2025-07-25 04:18
网络中断事件 - Starlink周四发生网络中断 公司正在解决该问题 [1] - 故障追踪网站Downdetector收到超6万份中断报告 [1] 公司背景与业务进展 - Starlink由SpaceX运营 后者同样由Elon Musk管理 [1] - 公司直接连接手机服务增长迅速 此前宣布与T-Mobile合作的卫星服务已向公众开放 [1] 运营商合作细节 - T-Mobile表示T-Satellite服务专为覆盖传统信号盲区设计 [2] - Starlink未立即回应媒体置评请求 [2]
Microsoft's Satya Nadella says job cuts have been 'weighing heavily' on him
CNBC· 2025-07-25 02:34
微软裁员与战略调整 - 微软2025年已裁员超过15,000人,最新一轮裁员约9,000人,截至2024年6月公司员工总数为228,000人[1][3] - 裁员后公司股价首次突破500美元,反映投资者对成本削减的积极反应[3] - 员工士气受挫,有员工在LinkedIn上批评公司决策与宣称的价值观不符[5] 科技行业裁员趋势 - 2025年科技行业已累计裁员超过80,000人,微软裁员是行业整体趋势的一部分[4] - 招聘巨头Recruit Holdings宣布裁员1,300人,涉及Indeed和Glassdoor等HR科技平台[4] - 行业裁员部分归因于人工智能技术发展对传统岗位的替代[4] 微软市场地位与AI战略 - 微软是全球市值第二高的上市公司,仅次于英伟达[6] - Windows和Office产品线保持市场主导地位,Azure云服务近年增长加速[6] - 公司正从"软件工厂"转型为"智能引擎",强调AI时代下赋能个人和组织自主创建工具的能力[7][8] 管理层表态与未来展望 - CEO纳德拉在内部备忘录中承认裁员对员工士气的冲击[2] - 提出需要重新构想公司使命,适应AI新时代的要求[7][8] - 公司即将公布2024财年第四季度财务业绩[8]
Apple releases public preview of iOS 26, its biggest iPhone software redesign since 2013
CNBC· 2025-07-25 01:22
苹果发布全新操作系统设计语言"Liquid Glass" - 公司在2025年6月9日的全球开发者大会(WWDC)上宣布了名为"Liquid Glass"的全新操作系统设计语言 [1] - 这是自2013年iOS 7扁平化设计以来iPhone用户界面最大的一次改变 [3] - 新设计采用半透明元素和动画效果替代传统按钮和菜单 模拟液态玻璃流动的视觉效果 [4] iOS 26公测版发布情况 - 公司发布了iOS 26公测预览版 美国及其他国家用户可通过官网注册后在设置中下载体验 [2] - 公测版旨在收集用户反馈以调整界面设计 这是公司测试激进新界面的常规做法 [4] - 公司同时更新了iPad、Mac和Apple Watch操作系统以适配新界面 [4] iOS 26主要功能更新 - 电话应用整合了最近通话和语音信箱功能 新增垃圾电话和短信过滤工具 [5] - 新增多项AI功能 包括iMessage和FaceTime实时翻译 以及通过截图内容进行视觉搜索 [6] - 此前承诺的Siri重大更新未包含在此版本中 预计最早2026年才会推出 [5] 公司软件更新周期 - 每年6月在WWDC发布主要软件更新 开发者可立即开始适配 [7] - 夏季发布公测版供早期用户测试 秋季随新iPhone硬件正式推送 [7] - 大多数用户的iPhone会自动更新至最新iOS版本 [7]
Nvidia addresses AI chip smuggling, says bootleg datacenters are a 'losing proposition'
CNBC· 2025-07-24 22:50
公司声明 - 公司称使用走私芯片构建数据中心在技术和经济上都是"失败的选择" [1][2] - 公司强调仅对授权产品提供服务和支持 [2] 走私芯片情况 - 至少有价值10亿美元的人工智能芯片非法进入中国市场 [1][2] - 被禁止向中国销售的B200芯片在黑市上流行 [3] 政策背景 - 走私活动发生在特朗普政府对公司H20芯片实施出口限制期间 [2] - 报道依据包括销售合同、公司文件和知情人士信息 [3]
Comcast spinoff Versant announces board of directors. Here's the slate
CNBC· 2025-07-24 22:00
公司分拆与重组 - Comcast宣布其有线网络分拆公司Versant的预期董事会成员名单,成员背景涵盖媒体、科技、金融等多个行业[1] - Versant将成为NBCUniversal旗下有线网络的新母公司,包括USA Network、CNBC、MSNBC、Oxygen、E!、SYFY和Golf Channel等频道[2] - 分拆预计将在今年年底完成[2] 资产与业务结构 - Versant将整合NBCUniversal的数字资产,包括Fandango、Rotten Tomatoes、GolfNow、GolfPass和SportsEngine等平台[2] - 在分拆方案下,Versant将成为CNBC的新母公司[2] 管理层构成 - Versant董事会成员包括Mark Lazarus、David Novak、Rebecca Campbell、Creighton Condon、Michael Conway、David Eun、Gerald L. Hassell、Scott Mahoney、Maritza Montiel和Len Potter等[3]
McDonald's to test CosMc's-inspired drinks at more than 500 restaurants
CNBC· 2025-07-24 21:52
Something Bold (and Delicious) is Brewing at McDonald’s: A First Sip into the Future of BeveragesMcDonald's said Thursday it is planning to test new coffee drinks, refreshers and flavored sodas at more than 500 restaurants later this summer, hoping to cash in on younger consumers' love for fun, colorful drinks."We're seeing real momentum in beverages, with more people – especially our Gen Z fans – turning to cold, flavorful drinks as a go-to treat," Alyssa Buetikofer, chief customer experience and marketing ...
Moncler raises prices on tariffs, may postpone store openings if downturn worsens
CNBC· 2025-07-24 21:09
Italian luxury house Moncler said it's currently relying on "very slight price increases" to offset the initial impact of U.S. tariffs, but warned that broader economic weakness could cause it to delay its new store openings next year.The Milan-headquartered retailer said Wednesday that it had raised prices by "mid-single-digit" percentages for the second half of 2025 and will raise them for the first half of next year, while adding that it was awaiting further clarity on U.S. levies before setting out its ...
Sydney Sweeney sparks latest meme stock rally as American Eagle soars 18%
CNBC· 2025-07-24 21:07
公司动态 - American Eagle宣布由Sydney Sweeney主演秋季广告活动后 公司股价在周四盘前交易中飙升超过12% [1] - 广告活动将重点推广American Eagle的牛仔牛仔裤 以迎合消费者对西部风格日益增长的偏好 [4] - 公司总裁Jennifer Foyle表示 Sydney Sweeney将为品牌带来吸引力 并强调服装组合的轻松、态度和俏皮特质 [4] 市场反应 - American Eagle因高做空比例(13%)和品牌知名度 成为散户投资者关注的新晋模因股候选 [2][3] - 该股票在WallStreetBets Reddit论坛引发讨论 做空者回补头寸可能人为推高股价 [3] - 周四股价上涨为年内累计下跌35%的股票提供喘息机会 [4] 行业趋势 - 近期模因股交易热潮波及多只股票 包括GoPro Krispy Kreme Opendoor Technologies和Kohl's [2] - 零售商正利用牛仔面料需求增长的趋势 推动相关产品营销 [4]
UnitedHealth says it is facing DOJ investigation over Medicare billing practices
CNBC· 2025-07-24 20:34
UnitedHealth Group revealed Thursday it is facing a Justice Department investigation over its insurance arm's Medicare billing practices.In a securities filing, the company said it has started complying with formal criminal and civil requests from the DOJ. UnitedHealth also said it has launched a third-party review of its business policies and performance metrics.The company said it "has full confidence in its practices and is committed to working cooperatively with the Department throughout this process."I ...
Amazon venture fund backs startup developing fix for return fraud
CNBC· 2025-07-24 20:00
Packages ride on a conveyor belt during Cyber Monday at an Amazon fulfillment center on December 2, 2024 in Orlando, Florida.The company has just closed a $12 million seed financing, led by venture firm Felicis, with participation from Amazon's $1 billion Industrial Innovation Fund and other investors.Cambridge Terahertz, a Sunnyvale, California-based startup, has developed a 3D imaging system that can see inside unopened packages, enabling retailers to more easily and quickly spot cases of return fraud.It' ...