Google parent Alphabet unveiled a $70 billion share buyback and beat quarterly revenue estimates on Thursday, benefiting from steady growth in its digital advertising business, which helped offset muted growth at its cloud computing unit.Shares of the company jumped 6% in extended trading.President Trump’s trade policy has triggered worries of an economic downturn, prompting companies to rethink their spending on advertising. But analysts say the digital ad market still held its ground in the first quarter. ...

Chipotle Mexican Grill on Wednesday tempered its annual comparable sales growth forecast as sticky inflation and economic uncertainty force consumers to dine out less, sending the burrito chain’s shares down 3% after hours.The company now expects annual comparable sales growth in the low single-digit range, compared with a prior forecast for a low- to mid-single-digit rise.President Trump’s sweeping tariffs on trade partners including Mexico and Canada, as well as an escalating trade war with China, have ra ...

Meta’s independent oversight board on Wednesday rebuked the company for scrapping the social-media giant’s fact-checking policy earlier this year – urging Mark Zuckerberg’s firm to assess “potential adverse effects.”The board, which operates independently but is funded by Meta, cited concerns that the company had made the changes “hastily, in a departure from regular procedure, with no public information shared as to what, if any, prior human rights due diligence the company performed.”It issued its first r ...

高管薪酬与股东投票 - 高盛股东投票通过包括高额留任奖金在内的高管薪酬方案 CEO David Solomon和总裁John Waldron分别获得总计1.6亿美元的留任奖励[1][2] - 高管薪酬方案获得66%股东支持票数 较去年86%的支持率明显下降[3][4] - 代理咨询机构Glass Lewis建议投资者反对该薪酬计划 认为其未能将薪酬与业绩挂钩[2][7] 管理层继任计划 - 五年期留任奖金计划被视为巩固高层稳定的举措 同时确认Waldron作为Solomon潜在接班人的地位[3][10] - 华尔街普遍关注CEO继任问题 摩根大通Jamie Dimon和美国银行Brian Moynihan均长期任职[4] 公司业绩表现 - 2024年每股收益达40.54美元 同比大幅增长77% 主要受益于交易业务复苏[5] - 第一季度交易部门利用市场波动创造创纪录的股票业务收入 盈利超预期[5] 股东提案与公司政策 - 股东否决了所有个人提案 包括取消将多元化目标与薪酬挂钩的提议[8][12] - 公司明确表示高级管理层薪酬决定不考虑招聘或晋升的量化目标[9] - 2月底年度文件中删除了"多元化与包容性"专门章节 终止了持续四年的IPO咨询多样性政策[11] 经济环境与行业动态 - CEO Solomon指出经济前景存在不确定性 贸易政策变化是投资者关注重点[6] - 美国股市因美中贸易紧张局势可能缓和而上涨 同时美联储主席罢免威胁解除[8]

Apple and Meta were each slapped with fines of hundreds of millions dollars Wednesday for violating the European Union’s new competition law that aims to curb the power of Big Tech.EU antitrust regulators fined Apple $570 million for preventing app makers from pointing users to cheaper options outside its App Store.Meta, meanwhile, was hit with a $230 million because it forced Facebook and Instagram users to choose between seeing ads or paying to avoid them, the watchdog said. 4 Apple and Meta were each s ...

Instagram would have been successful even if Facebook founder Mark Zuckerberg had never purchased the photo-sharing app for $1 billion in 2012, co-founder Kevin Systrom said during the FTC’s landmark antitrust trial on Tuesday.Systrom, who was called to the stand by the FTC, testified that Instagram was experiencing explosive user growth prior to Zuckerberg’s acquisition offer. The 41-year-old also said he was confident Instagram could have eventually rolled out features like video and private messages with ...

文章核心观点 联合利华威胁停止对本杰瑞基金会的资助，双方矛盾升级，此前本杰瑞指责联合利华试图压制其政治发声，且联合利华曾解雇本杰瑞首席执行官引发争议 [1][4][8] 联合利华与本杰瑞基金会资金相关 - 联合利华威胁停止对本杰瑞基金会的资助，要求其接受捐赠快速审计以继续获资助 [1] - 联合利华每年按冰淇淋公司销售额和通胀公式向基金会提供约500万美元资金 [2] 本杰瑞基金会捐赠情况 - 本杰瑞基金会向美国社会正义草根组织捐款，重点是佛蒙特州的团体 [3] - 基金会支持人权联盟、重罪谋杀消除项目和阿德拉特学生之声等组织 [4] 双方矛盾缘由 - 联合利华威胁撤资是对本杰瑞11月诉讼的报复，该诉讼指责联合利华试图压制其亲巴勒斯坦言论 [4] - 本杰瑞抗议加沙战争、呼吁削减警察部门资金，还指责联合利华阻止其批评特朗普 [5] 公司人事变动 - 3月本杰瑞称联合利华因公司反特朗普政治行动解雇首席执行官大卫·斯蒂弗 [8] - 本杰瑞称解雇违反2000年与联合利华的合并协议，联合利华则称有权任命新首席执行官 [11] 品牌回购动态 - 本杰瑞联合创始人科恩本月初试图召集投资者回购品牌，因联合利华准备剥离该公司及其他冰淇淋业务 [7]

The Federal Trade Commission on Monday sued Uber Technologies, accusing it of signing up some Uber One subscribers without their knowledge and making deceptive claims about the service.The service costs $9.99 a month and offers discounts on fees associated with Uber’s ride hailing and food delivery apps.Uber falsely claimed that users would save about $25 a month through the service and deceived users about how easy it was to cancel, the FTC said in the lawsuit filed in San Francisco.Uber falsely claimed th ...

文章核心观点 美国司法部律师警告谷歌搜索主导地位蔓延至人工智能领域威胁竞争对手，案件进入补救阶段，司法部提出多项拆分谷歌的要求，谷歌将上诉，法官预计8月做出最终决定 [1][3][7] 案件进展 - 针对谷歌的具有里程碑意义的反垄断案补救阶段于周一启动 [1] - 结案陈词定于5月底，法官预计8月做出最终决定 [11] - 该案件最初于2020年特朗普任期内提起，2023年拜登任期内开庭审理 [11] 谷歌现状 - 谷歌利用人工智能作为“访问搜索的方法”，若无政府干预将继续如此 [1] - 谷歌母公司Alphabet股价在午盘交易中下跌3% [4] - 谷歌在另一起针对其数字广告业务的联邦反垄断诉讼中败诉，法官裁定其存在两项非法垄断行为，司法部也在该案件中寻求拆分公司 [14] 司法部诉求 - 要求法官迫使谷歌出售Chrome浏览器 [3] - 要求谷歌停止向苹果和AT&T等公司付费以确保其搜索引擎在大多数智能手机上默认启用的策略 [3] - 寻求法院下令要求谷歌与竞争对手共享搜索数据 [3] - 若最初的法院命令补救措施在五年后无效，推动强制剥离谷歌的安卓操作系统 [3] 谷歌回应 - 谷歌将对法官的最终决定提出上诉 [7] - 称强制出售Chrome和安卓系统会“破坏这些平台”，危及美国国家安全，可能让中国在人工智能等关键技术竞赛中超越美国 [7] - 谷歌监管事务副总裁称司法部的提议不顾谨慎原则，期待在法庭上陈述理由 [8] - 此前几周谷歌官员曾敦促特朗普政府的司法部放宽拟议的补救措施 [8] 各方表态 - 政府将传唤OpenAI和Perplexity的证人，说明谷歌的主导地位如何影响人工智能竞赛 [2] - 美国司法部反垄断负责人称拆分谷歌的案件团结了国家，证实了两党对大型科技公司进行强有力反垄断执法的共识，并驳斥了谷歌关于拆分危及国家安全的论点 [12] - 该负责人还指出谷歌对言论自由、思想自由和美国数字市场构成威胁，不解决其垄断滥用问题是不负责任的 [13]

诉讼案件核心 - GameStop首席执行官Ryan Cohen及其RC Ventures被起诉要求归还4720万美元的短线交易利润 因在六个月内买卖超过10%的Bed Bath股票而被认定为内幕交易责任方[1][4] - 法官认为Bed Bath已披露股票回购计划 Cohen在未审查披露文件的情况下大额投资的说法"难以置信"[4] - Cohen于2022年8月突然出售Bed Bath头寸 估计获利6000万美元[4][8] 被告抗辩理由 - Cohen声称2022年3月投资时不知持股超过10% 因Bed Bath正秘密回购自身股票[2] - 关于"委派董事"责任的指控被驳回 因获得三个董事会席位是为避免代理权之争[5] 相关公司背景 - Bed Bath于2023年4月申请破产 其品牌名称和商标后被Overstock收购并更名为Beyond[8] - Cohen被称为"迷因股之王" 因在2021年初推动散户投资热潮而闻名[6] - Cohen个人净资产43亿美元 同时是宠物用品电商Chewy创始人[8] 案件进展 - 2023年6月另一法官驳回前股东诉讼 因破产程序使索赔无效[8] - 本案编号为24-05874 由纽约南区联邦法院审理[9]