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Prologis CEO Hamid Moghadam goes one-on-one with Jim Cramer
Youtube· 2025-10-17 07:57
We had a bit of a slowdown in parts of commercial real estate, including warehouses. It's weighed on the entire industry, including the stock of prologes. But this week, the company reported a quarter that made people forget the tougher times, and it married that with a report of a very positive outlook.Are the cloudy times behind the industry. Can the stock keep running. Let's check in with Hamid Mogadan.is the co-founder, chairman, and CEO of a company I have liked for many years, Prol to find out more. M ...
Jim Cramer on what Thursday's market moves and regional banks sell-off signals
Youtube· 2025-10-17 07:54
[Music] [Music] Hey, I'm Kramer. Welcome to a special San Francisco edition of Bad Money. Welcome to Kramer.Other people make friends. I'm just trying to help you make some money. My job is not just entertain, but educate to teach.So call me at 1800 743 CBC. Tweet me at Jim Kramer. Today got real ugly.But at least we finally have something that can make the Federal Reserve itchy to cut interest rates sooner rather than later. Bank loans gone bad. Nothing motivates the Fed to move faster than credit losses b ...
3 Singapore REITs Reporting Earnings Next Week: What to Watch
The Smart Investor· 2025-10-17 07:30
Earnings season is upon us and three Singapore dividend-paying stocks are first to the dock in presenting their latest results. First up is Frasers Centrepoint Trust (SGX: J69U), the real estate investment trust (REIT) with a focus on suburban shopping malls. Next, Keppel DC REIT (SGX: AJBU) will give investors a peek into the latest developments in the data centre world. Rounding out the trio is Mapletree Pan Asia Commercial Trust (SGX: N2IU), whose diversified portfolio spans retail and commercial propert ...
首批公募基金三季报出炉
深圳商报· 2025-10-17 07:22
同花顺(300033)数据显示,得益于人工智能板块的火爆行情,今年前三季度华富中证人工智能产业 ETF大涨87.34%,华富中证人工智能产业ETF联接A上涨77.42%;东财稳健配置六个月持有期混合 (FOF)A上涨3.7%,跑赢同期基准收益近3个百分点。而中银上海清算所0-5年农发行债券指数净值下 滑0.05%,且跑输同期基准收益近0.7个百分点。 据同花顺数据,今年前三季度公募基金总体平均收益率为18.97%;股票型基金整体平均收益率为 31.24%,混合型基金为28.57%,债券型基金为1.76%;ETF整体平均收益率为30.79%。 截至2025年三季度末,东财稳健配置六个月持有期混合(FOF)的规模为1.91亿元,较今年二季度末的 2036.3万元增长超过8倍;华富中证人工智能产业ETF联接的规模为26.58亿元,较年中的9.96亿元增长 近167%;华富中证人工智能产业ETF的规模为80.79亿元,环比增长近126%。其中唯一一只债基——中 银上海清算所0-5年农发行债券指数的规模出现下滑,从二季度末的84.69亿元下降至三季度末的79.01亿 元,降幅为6.71%。 【深圳商报讯】(记者 詹钰叶 ...
Why Navitas Semiconductor Stock Gained Today
The Motley Fool· 2025-10-17 07:18
How did Navitas manage to post gains in Thursday's bearish market?Navitas Semiconductor (NVTS 3.10%) stock managed to defy bearish momentum impacting the broader market and close out Thursday's trading in the green. The artificial intelligence (AI) company's share price climbed 2.7% in the day but had been up as much as 10.8% earlier in the session. Meanwhile, the S&P 500 fell 0.7% on the day, and the Nasdaq Composite declined 0.5%.While there wasn't any business-specific news pushing Navitas stock higher t ...
Spotify Is Partnering With Sony, Universal and Warner on 'AI Music Products'
CNET· 2025-10-17 07:15
合作公告 - Spotify宣布与索尼音乐、环球音乐、华纳音乐等主要唱片公司建立新的人工智能合作伙伴关系,共同开发“AI音乐产品”[1] - 该合作项目仍处于早期开发阶段,旨在利用人工智能技术改善乐迷与音乐艺术家之间的联系[4] 合作原则与重点 - 合作强调尊重版权,声明“音乐家的权利至关重要,版权是必不可少的”,艺术家和权利持有人可选择是否及如何参与[3] - Spotify提出四项AI产品原则:预先与音乐权利持有人达成协议、公平补偿权利持有人、给予艺术家和权利持有人选择权、加强听众与艺术家之间的互动[4] - 公司强调技术应服务于艺术家,创新的重点是保护艺术家权利、尊重其创作选择,并为乐迷创造发现和享受音乐的新方式[5] 行业背景与动态 - 此次合作正值关于生成式人工智能、合理使用和版权法的讨论日益激烈之际[7] - 行业内出现多起涉及版权的法律纠纷,包括迪士尼和环球对AI图像生成器Midjourney使用受版权保护角色提起的诉讼,以及《纽约时报》就OpenAI大型语言模型训练数据中使用受版权文章提起的诉讼[8] - 上述诉讼案件截至2025年10月仍在进行中[9] 公司相关AI举措 - 公司上月宣布将使用垃圾邮件过滤器打击平台上未经授权使用AI的行为,以减少AI生成的劣质歌曲数量[5] - Spotify已在其AI DJ功能中应用人工智能技术,该功能可根据用户喜好生成播放列表[6]
Alibaba Says It Has Broken Even on AI Spending in Retail Operations
PYMNTS.com· 2025-10-17 06:59
Alibaba Group said its artificial intelligence (AI) spending in core eCommerce operations is already breaking even, marking a rare point of measurable return in large-scale AI investment, according to a CNBC report.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to al ...
BigBear.ai: Defense AI Play, Tsecond And SMX Partnerships Driving Growth
Seeking Alpha· 2025-10-17 05:59
BigBear.ai (NYSE: BBAI ) shares have seen some very nice momentum this year. There have been quite a few global conflicts which has just added tailwinds to small defense stocks that are adding their ownI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific foundation gave me an appreciation for the rigor and ...
Oracle shares jump more than 3% during analyst day
Youtube· 2025-10-17 05:55
公司财务表现与市场反应 - 公司股价今日上涨3% 在公布AI业务进展后 同时确认与Meta达成云业务交易[1] - 公司股价今年迄今已上涨超过80%[2] - 股价较上月财报后峰值仍低约10%[1] 云基础设施业务展望 - 公司披露云基础设施业务毛利率预期在30%至40%之间[1][4] - 该业务2030年营收预期达到1660亿美元 而去年营收仅为100亿美元 显示营收加速增长[1] - 提供的毛利率指引高于上周市场报告预期 也高于华尔街共识预期[4] 资本开支与竞争优势 - 公司需要持续增加资本支出 以购买高性能GPU保持竞争力[5] - 创始人Larry Ellison强调公司优势在于从建设数据中心 训练AI模型到赋能数据库的全链条能力 并指出其他三大云供应商主要作为技术平台 不具备此全面能力[1] - 首席财务官预告未来12个月内可能签署更大规模机会[2]
Profit From AI Without The Tech Bubble Risk With Black Stone Minerals
Forbes· 2025-10-17 05:51
MALLNOW, GERMANY - MAY 24: A compressor station of the Jagal natural gas pipeline stands on May 24, 2023 near Mallnow, Germany. The Jagal is the German extension of the Yamal-Europe pipeline that transports Russian natural gas to Germany via Poland, though no Russian gas has arrived at Mallnow since last year due to sanctions stemming from Russia's ongoing war in Ukraine. (Photo by Sean Gallup/Getty Images)Getty ImagesIf you’ve read any market news lately, you’ve likely seen OpenAI all over the headlines. F ...