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Howard Marks highlights credit ‘carelessness' but says issues are not systemic
CNBC· 2025-11-12 23:04
Howard Marks, co-founder of Oaktree Capital Group, at the Qatar Economic Forum (QEF) in Doha, Qatar, on Wednesday, May 21, 2025.Veteran investor Howard Marks has warned that cracks unearthed in the credit market demonstrate investor "complacency" and "carelessness" — but stopped short of calling the turmoil a broader systemic problem.In his latest memo to clients, the co-founder and co-chairman of Oaktree Capital Management discussed the high-profile bankruptcies of U.S. car parts supplier First Brands and ...
AMD's Lisa Su dismisses AI spending fears as stock rallies on growth projections: 'It's the right gamble'
CNBC· 2025-11-12 22:24
Advanced Micro Devices' CEO Lisa Su shut down concerns over Big Tech's elevated spending during an interview with CNBC's "Squawk Box" on Wednesday and said investing in more computing will accelerate the pace of innovation."I don't think it's a big gamble," she said. "I think it's the right gamble."Many of AMD's hyperscaler customers over the last 12 months have beefed up spending as the technology reaches an "inflection point" and companies can see the return on that spending, Su added.Su's comments come a ...
Coinbase moves incorporation to Texas from Delaware, following Musk's lead
CNBC· 2025-11-12 21:41
公司注册地变更趋势 - Coinbase Global Inc 将其公司注册地从特拉华州迁至德克萨斯州 [1] - 特斯拉首席执行官埃隆·马斯克在一年前已将其电动汽车公司特斯拉的注册地迁出特拉华州 其太空探索技术公司SpaceX也从特拉华州迁至德克萨斯州 [1] - 包括Dropbox TripAdvisor以及风险投资公司Andreessen Horowitz在内的多家知名公司已宣布离开特拉华州 [2] 变更原因分析 - Coinbase首席法务官指出特拉华州的法律框架曾为公司提供一致性 但近期特拉华州衡平法院的裁决出现了不可预测的结果 [2] - 马斯克倡导此变更的直接原因是特拉华州衡平法院的一项裁决 该裁决下令特斯拉撤销其首席执行官2018年的薪酬方案 价值约560亿美元的期权 [2] - 马斯克在2024年2月建议 如果公司仍在特拉华州注册 应尽快迁至其他州 [3]
Why Americans are giving up on Sweetgreen
CNBC· 2025-11-12 21:00
Fast-casual salad chain Sweetgreen is struggling as its traffic and sales continue to fall and it reports millions in losses each quarter.Its earnings worsened in its third quarter this year, as same-store sales declined 9.5% due in part to a 11.7% drop in foot traffic.Sweetgreen revolutionized the quick service industry after launching in 2007, proving that healthy food could be accessible and convenient. But the company still hasn't figured out how to turn a profit and investors are turning away; its shar ...
Autonomous EV trucking company Einride going public in SPAC deal valuing it at $1.8 billion
CNBC· 2025-11-12 19:42
The Einride EV freight truck charging station in Lynwood, California, built by Voltera and located close to the Ports of Los Angeles and Long Beach.Autonomous EV freight trucking company Einride is planning to go public on the New York Stock Exchange through a SPAC deal with Legato Merger Corp. III, a blank check company, valuing it at $1.8 billion.The deal is expected to raise $219 million in gross proceeds, with up to an additional $100 million in PIPE capital from institutional investors, with Einride to ...
India inflation cools more than expected in October, boosting hopes for further rate cuts
CNBC· 2025-11-12 18:52
A man pushes a trolley inside a supermarket in Mumbai, India, on September 7, 2025. (Photo by Indranil Aditya/NurPhoto via Getty Images)India's consumer inflation cooled to 0.25% in October, strengthening hopes of more policy easing by the Reserve Bank of India.The headline inflation number was below estimates of a 0.48% rise, according to a Reuters poll of economists, and easing more than the 1.54% recorded in September.In October, the central bank revised its inflation forecast to 2.6% from 3.1% for the f ...
Google sues cybercriminal group behind E-ZPass, USPS text phishing scams
CNBC· 2025-11-12 18:00
诉讼核心与目标 - 公司对主要基于中国的网络犯罪组织“Smishing Triad”提起诉讼 [1] - 诉讼旨在瓦解该犯罪组织及其使用的钓鱼即服务平台“Lighthouse” [2] - 诉讼依据包括《反勒索及受贿组织法》(RICO)、《兰哈姆法》及《计算机欺诈与滥用法》(CFAA) [2] 攻击手法与规模 - 犯罪组织通过名为“Lighthouse”的钓鱼即服务工具包创建和部署攻击 [1] - 攻击通过包含恶意链接的欺诈性短信进行,诱骗至虚假网站以窃取敏感财务信息 [3] - 该组织已累计拥有超过100万受害者,遍布120个国家 [2] - 仅在美国,该组织已窃取约1270万至1.15亿张信用卡信息 [3] 攻击特征与影响 - 欺诈短信常伪装成虚假欺诈警报、物流更新、未付政府费用通知等紧急信息 [3] - 攻击利用用户对知名品牌的信任,如E-ZPass、美国邮政服务以及公司自身 [2] - 诉讼目的包括阻止其持续扩散、威慑类似行为、保护用户及被冒用品牌 [4]
CNBC Daily Open: SoftBank goes all in on OpenAI as 'Big Short' investor issues caution on AI firms
CNBC· 2025-11-12 15:30
软银出售英伟达股份交易 - 软银集团于2024年10月出售了其持有的全部3210万股英伟达公司股份 交易总金额为58.3亿美元 [1] 软银出售股份的动机 - 软银出售英伟达股份与对人工智能公司估值的担忧无关 [4] - 出售股份所获现金将重新配置 用于软银对OpenAI的225亿美元投资 [4] 市场对英伟达估值的潜在担忧 - 软银出售股份的行为 可能被初步解读为对英伟达高估值感到不安的信号 [2] - 考虑到软银曾向WeWork投资185亿美元 而最终其估值仅为29亿美元 该公司的投资行为受到市场关注 [2] 对人工智能行业的评论 - 迈克尔·伯瑞评论主要人工智能公司 指控其低估AI芯片的折旧 从而人为提振盈利 [3] - 迈克尔·伯瑞计划在11月25日披露更多细节 [4]
Nvidia supplier Foxconn third-quarter profit beats expectations, rising 17% on AI demand
CNBC· 2025-11-12 14:36
Foxconn Chairman Young Liu delivers a speech during the Hon Hai Tech Day in Taipei on Oct. 18, 2023.Foxconn, the world's largest contract electronics maker, reported Wednesday that its third-quarter profit jumped 17% from a year earlier.Here's how Foxconn did in the September quarter compared with LSEG SmartEstimates, which are weighted toward forecasts from analysts who are more consistently accurate:Revenue: $2.06 trillion New Taiwan dollars ($66.29 billion) vs. NT$2.06 trillion expectedNet profit: NT$57. ...
European markets set to open broadly higher as positive momentum continues
CNBC· 2025-11-12 13:57
欧洲股市开盘预期 - 欧洲股市预计普遍高开,德国DAX指数上涨0.4%,法国CAC 40指数上涨0.25%,意大利FTSE MIB指数上涨0.22% [1][2] - 英国富时指数预计开盘持平 [2] - 市场积极势头源于对美国政府在周末前结束停摆的乐观情绪 [1] 亚太市场动态 - 软银集团股价一度下跌10%,因公司出售其持有的全部英伟达股份,价值58.3亿美元 [2] - 软银在10月出售3210万股英伟达股票,并减持T-Mobile头寸,共筹集91.7亿美元 [3] 美国市场与科技股 - 美国股指期货相对持平,前一交易日投资者抛售英伟达等科技股 [3] - 市场出现向避险板块轮动的迹象 [3] - 关于股市泡沫的讨论持续,但投资者在甄别AI竞赛中具有优势的科技巨头方面更具辨别力 [4] 即将发布财报的公司 - 财报发布公司包括英飞凌、E.ON、益博睿、爱尔康、RWE、拜耳、瑞士人寿、意大利邮政、SSE和荷兰银行 [2]