Reported 4 months ago
台灣富士康，世界最大的代工電子製造商和蘋果最大的iPhone裝配廠商，週三報告稱，5月份收入同比增長22.1％，達到月度歷史新高。公司表示，由於人工智慧伺服器需求高於預期，第二季度的可見度預計將超過預期，儘管未提供具體數字指引。
Source: YAHOO
Reported 4 months ago
Billionaire investors are investing in top AI stocks such as Nvidia, Alphabet, and Microsoft. Nvidia is favored for its AI chips and strong financial performance, with its stock price soaring. Alphabet leverages AI to enhance its services like Google and YouTube, leading to revenue growth and substantial free cash flow. Microsoft heavily invests in AI across its services and Azure platform, resulting in significant revenue growth and future-focused initiatives like quantum computing. The article discusses whether it makes sense for retail investors to follow suit and invest in these AI-focused companies.
Source: YAHOO
Reported 4 months ago
The stock market today sees tech gains pushing the S&P 500 and Nasdaq composite towards record highs. While the Dow Jones lags, tech companies like Hewlett Packard Enterprise and Nvidia drive the market higher. Despite Dollar Tree's setback, reports on U.S. services sector growth and slower price increases are offsetting concerns over economic slowdown. The bond market remains steady, with expectations of rate cuts by the Federal Reserve. Market movements abroad include rising European indexes and falling Asian stocks.
Source: YAHOO
Reported 4 months ago
Evangeline Lilly, known for her role in 'Lost' and as Hope Van Dyne in the Marvel Cinematic Universe, has announced she is ready to leave acting for now. In an Instagram post, Lilly expressed her contentment and joy in stepping away from the industry for a new season, stating she might return one day but feels fulfilled in her decision. This decision comes after her recent role in 'Ant-Man and The Wasp: Quantumania'.
Source: YAHOO
Reported 4 months ago
The heavyweight division sees Oleksandr Usyk as the undisputed champion after defeating Tyson Fury and Anthony Joshua. Usyk-Fury rematch is set for December, with uncertainty over the undisputed title. Deontay Wilder's future is in question after recent defeats, with retirement a possibility. Meanwhile, Joshua is on a winning streak and may face Daniel Dubois next. Exciting match-ups ahead for British heavyweight prospects like Joe Joyce and Fabio Wardley, with a focus on potential world title fights and rising stars in the division.
Source: YAHOO
Reported 4 months ago
Source: BARRONS
Reported 4 months ago
At the Bloomberg Wealth summit in Hong Kong, geopolitical risks were a significant topic of discussion following India's recent election results. Wealthy investors expressed concerns over escalating tensions globally, highlighted by UBS Group AG to Hang Lung Group Ltd. Geopolitics ranked as the top risk by family offices in a recent UBS survey. Amidst market reactions in India and Mexico, the focus on managing political risk continues, with some turning to gold investments. Speakers emphasized the need for financial preparedness and distinguishing between short-term politics and long-term economic factors.
Source: YAHOO
Reported 4 months ago
Apollo Global Management's Scott Kleinman predicts that the company will engage in more agreements similar to the $11 billion joint venture with Intel Corp., as businesses seek innovative ways to meet their increasing capital needs. Kleinman mentioned at the SuperReturn International conference that the demand for capital is substantial due to advancements in technology, diversification, and the energy transition, emphasizing the role of private credit in fulfilling these requirements. Apollo, a major alternative asset manager with plans to double its private credit origination to $200-$250 billion, is focused on contributing to companies across various sectors to address their funding necessities amidst challenging dealmaking conditions in the private equity industry.
Source: YAHOO
Reported 4 months ago
Taylor Swift 在2024年BMI流行音樂獎中獲得年度最佳流行音樂詞曲作家，該活動於星期二（6月4日）在加州比佛利山庄比佛利威爾夏酒店舉行。Swift參與了2023年BMI最受歡迎歌曲中的10首作品，包括《Anti-Hero》、《Bejeweled》、《Cruel Summer》、《Karma》、《Lavender Haze》、《Maroon》、《Midnight Rain》、《Snow on the Beach》、《Vigilante Shit》和《You’re on Your Own, Kid》。Swift已獲得總共65個BMI獎項，包括2009年的BMI總裁獎。
Source: YAHOO
Reported 4 months ago
Air Liquide will invest $250 million in a new industrial gas plant in Idaho to supply Micron Technology with ultra-pure nitrogen and other gases. The investment aims to support the production of memory chips for artificial intelligence, as semiconductor companies increase production capacity to meet growing demand for chips in various electronic devices. The plant is expected to be operational by the end of 2025, creating hundreds of direct and indirect jobs.
Source: YAHOO
Reported 4 months ago
During a speech at the Greenwich Economic Forum in Hong Kong, billionaire investor Ray Dalio emphasized that the internal conflicts surrounding the US elections will be a significant focus this year, especially regarding the acceptance of the election results. He mentioned the potential stark differences in policies between a Trump and a Democratic administration but noted broad agreement on anti-China policies. Dalio warned of the risk of economic sanctions impacting the world and called for effective diversification in investments to navigate the current period of heightened global risks.
Source: YAHOO
Reported 4 months ago
EBay將停止在線市場接受美國運通信用卡作為付款方式，原因是美國運通收取的費用過高，此舉將於8月17日生效。雙方就商戶折扣率進行談判，Amex表示他們的手續費與Visa和萬事達卡的相似，但eBay卻認為過高，使得EBay決定終止與Amex的合作。此舉與其他電子商務巨頭如亞馬遜等的舉措類似，一度威脅不接受Visa卡，但最終達成協議。
Source: YAHOO
Reported 4 months ago
In a bid to attract NVIDIA's second research and development center, nine cities in Taiwan, including Taipei, New Taipei, Taoyuan, Hsinchu, Miaoli, Taichung, Tainan, and Kaohsiung, are pulling out all the stops. Minister of Economic Affairs, Wang Mei-hua, hinted strategically that NVIDIA will make its own choice but would choose the location where people want it to go. This comes after NVIDIA's CEO, Huang Renxun, announced plans to invest further in Taiwan by setting up a large design center over the next 5 years employing at least 1,000 engineers and looking for a site to build a headquarters.
Source: YAHOO
Reported 4 months ago
Swisscom AG's Italian unit, Fastweb SpA, has agreed to sell its 4.5% stake in Telecom Italia's FiberCop SpA to private equity firm KKR & Co. for €438.7 million in cash. This deal, expected to close in the third quarter, follows KKR's previous purchase of a 37.5% stake in FiberCop for about €1.8 billion in 2020. The sale is part of KKR's expansion in Italy's telecommunications sector, with the aim of reducing Telecom Italia's debt and consolidating the industry.
Source: YAHOO
Reported 4 months ago
Chinese solar companies are stopping production at factories in Southeast Asia due to increased US trade barriers causing uncertainty for exports from the region. Longi Green Energy Technology Co. has begun scaling back operations in Malaysia and Vietnam, while Trina Solar Co. is shutting down capacity in Thailand and Vietnam for annual maintenance. The Biden administration's rules strengthening tariffs against solar equipment and plans to end exemptions on certain imports from Cambodia, Malaysia, Thailand, and Vietnam are impacting the industry, leading to concerns and adjustments by Chinese manufacturers.
Source: YAHOO
Reported 4 months ago
Manchester City's transformation from a struggling club to a global football powerhouse under Abu Dhabi ownership has been highlighted through their incredible revenue growth. Since the 2008 takeover, City's commercial revenues saw a nearly 700% increase within five years, reaching £143 million annually by 2012/13. The club's commercial income has consistently surpassed 50% of total revenues, overtaking rivals on the revenue league table and achieving record financial success, including a Premier League record revenue of £713 million for the 2022/23 season.
Source: YAHOO
Reported 4 months ago
GloRilla推出了包括Megan Thee Stallion和Cardi B在內的'Wanna Be'單曲混音。這首歌的原版中已經有Megan的聲音，而Cardi B是新增的成員，為這首強硬的歌曲增添了她的聲音。GloRilla在上週暗示了這次混音，表示“大家一直在要求這首歌，現在來了！”。這次混音發布後僅僅幾天，Cardi B加入了GloRilla和Megan Thee Stallion，在Meg的'Hot Girl Summer'巡迴演唱會中表演，演唱了這次混音版本。
Source: YAHOO
Reported 4 months ago
Jonnie Peacock, a two-time Paralympics gold medalist, is determined to showcase his best performance at the upcoming Games in Paris, aiming to return to his former successful level after facing challenges at the Tokyo Paralympics. Despite targeting gold in Paris, his primary focus is on representing his true self and unleashing his potential, acknowledging the need to overcome mental and physical obstacles to achieve success. Peacock remains optimistic about his training progress and emphasizes the importance of controlling his own performance amidst tough competition.
Source: YAHOO
Reported 4 months ago
NXP半導體公司將與台積電的部分所有公司合作，在新加坡建立價值78億美元的晶片晶圓廠，這將提升這個島國的科技野心。這是東南亞地區的最新勝利，因為全球科技公司試圖多元化其製造基地的位置，以應對地緣政治風險，比如美中之間不斷升級的緊張局勢可能干擾台灣的運營。
Source: YAHOO
Reported 4 months ago
根據知情人士透漏，激進投資者Elliott Investment Management已在日本軟銀集團建立了一個可觀的持股，並正在推動這家日本投資公司進行150億美元的股份回購。Elliott的舉措伴隨了追求長期策略的軟銀的重新興趣，後者的資產價值飆升，使其少了進行回購的理由。這項行動正值軟銀準備在人工智慧和其他領域再次加大投資之際。
Source: YAHOO
Reported 4 months ago
輝達執行長黃仁勳宣布將在台灣設立研發中心與總部，引發9個縣市爭相爭取落腳地點，經濟部長郭智輝似乎暗示最可能在高雄設立，而台北、新北等地方政府也紛紛表達積極接洽意願。
Source: YAHOO
Reported 4 months ago
激進投資者Elliott Management已重新建立了價值超過20億美元的持股，並呼籲日本科技投資者軟銀集團進行150億美元股票回購。這使軟銀的股價一度飆升超過5％，並在當天收盤時收斂至4.6％，報價9420日圓，達到三年來最高點。Elliott已在過去兩三個月直接與軟銀的高級管理層進行接觸。這家美國對沖基金預計回購將立即提振股價，並表明軟銀CEO孫正義對其策略的信心。
Source: YAHOO
Reported 4 months ago
多數的外國投資者視印度在週二近4000億美元股市蒸發價值僅為另一次購買機會，認為印度是世界上最有前途的經濟之一。儘管印度總理納倫德拉·莫迪在剛結束的全國選舉中，其政黨在下議院失去多數席位後，難以推行嚴格改革，但幾家全球資金管理公司表示，投資印度股票的案例仍然存在。許多資金經理和分析師都表示將利用市場弱點增加投資組合曝光。
Source: YAHOO
Reported 4 months ago
Swiss Finance Minister Karin Keller-Sutter highlighted the legal risks involved in the potential winding up of global banks, emphasizing the need for standardized international rules for dealing with 'too big to fail' banks. Keller-Sutter expressed concerns about the feasibility of winding up banks due to international legal risks, citing the example of Credit Suisse's collapse. She discussed the importance of managing these risks and ensuring systemically relevant banks support their foreign subsidiaries adequately to prevent damage to the parent company, as seen in the case of Credit Suisse. The article also mentions Credit Suisse's takeover by UBS and S&P revising UBS Group AG's outlook to stable from negative.
Source: YAHOO
Reported 4 months ago
Activist investors are advising London companies to consider listing their stocks in other countries, particularly in the US, to achieve better returns. This move is driven by the notable valuation gap between UK and US stocks, with UK firms trading at lower valuations since the Brexit referendum. Notable activist investors like Dan Loeb's Third Point and Cevian Capital AB have been advocating for this strategy, urging companies such as CRH Plc and John Wood Group Plc to consider moving their primary listings from London to the US.
Source: YAHOO