Goldman Sachs' equities trading business drove significant growth in Q2, with a 72% revenue surge to $7.42 billion, outperforming expectations amid market volatility. Strategic investments and a shift in the Global Banking & Markets group contributed to the success.
美國眾議院國土安全委員會及中共特設委員會正聯合調查美國企業使用中國AI模型的安全問題，已要求DoorDash提供其使用中國AI新創「月之暗面」Kimi模型的資料，引發對國家安全的擔憂，並凸顯美中在AI領域的競爭。
Incoming Best Buy CEO Jason Bonfig detailed his strategy to combat slumping sales, focusing on expanding reach with new small-format stores, enhancing customer experience, and leveraging AI. The retailer recently opened two new stores in Arkansas and Massachusetts, illustrating his vision for long-term growth.
Anduril CEO Brian Schimpf discusses the company's approach to autonomous weapons, emphasizing human supervision and ethical AI integration. He also outlines Anduril's strategy to disrupt traditional defense manufacturing by leveraging commercial supply chains and tech-industry speed, exemplified by a Pentagon deal for 1,000 missiles.
CNBC ve Statista'nın "World's Top Fintech Companies 2026" listesinde Türkiye'den Sipay ve Sigortam.net yer aldı. Sipay ödemeler, Sigortam.net ise sigorta teknolojileri kategorisinde 500 küresel fintek şirketi arasında gösterildi.
The newsletter argues that a wider disruption to Iranian oil flows could push crude sharply higher, with risks also building around the Bab el-Mandeb Strait and the Red Sea. It also highlights Iraq investment plans and bullish calls on several energy names.
Google Cloud chief Thomas Kurian reports existing customers spend 50% more than committed, driving Q2 growth. Despite this, Alphabet's shares fell over 7% after it raised its 2026 capital spending forecast to $195B-$205B, mainly for AI infrastructure, worrying investors.
Comcast's second-quarter results revealed strong performance at NBCUniversal, with Peacock achieving profitability for the first time, contrasting with continued broadband customer losses. These diverging trends come as the company prepares to split its media and broadband businesses into separate publicly traded entities within approximately one year.
UniCredit CEO Andrea Orcel stated the Italian bank aims to exercise control over Germany's Commerzbank by the fourth quarter, having increased its stake to 48%. This follows a shift in the German Finance Ministry's stance, despite its opposition to UniCredit's "aggressive approach."
As novas tarifas americanas de 25% sobre produtos brasileiros devem afetar 18% das exportações para os EUA, totalizando US$ 7,4 bilhões, causando instabilidade e demissões. Indústrias buscam apoio governamental e negociações diplomáticas para mitigar os impactos e defendem medidas como redução tributária e contenção de importações.
The FIFA World Cup achieved record viewership for Fox Corp. and NBCUniversal, with Telemundo and Peacock setting Spanish-language broadcast records. The event highlighted the importance of live sports and Spanish-language content, driving growth for Peacock's subscribers and advertisers.
美國財政部長貝森特表示，川普政府將調查中國AI模型是否透過「蒸餾」竊取美國模型成果，並強調政府不容忍智慧財產權竊盜。他指出在中國模型中發現美國大型語言模型的「浮水印」，並預告將展開調查，同時美國與中國計劃於9月舉行AI會談。
Jim Cramer warns against aggressive new investments in the "noisy" AI trade, suggesting investors diversify into high-quality companies in other sectors like finance and industrials, while maintaining bullishness on Nvidia and Intel.
TSMC's CFO Wendell Huang announced an additional $100 billion investment, totaling $265 billion, to accelerate capacity at its Arizona factory. This expansion, driven by a multi-year AI demand megatrend, includes converting 5nm to 3nm capacity and developing 2nm technology, despite higher U.S. construction costs.
An anti-ICE activist was arrested in lower Manhattan after setting off fireworks and brandishing two airsoft rifles outside an immigration court building, injuring two people. The FBI's Joint Terrorism Task Force is investigating the incident.
A CNBC poll reveals 66% of Democrats oppose the U.S. government taking equity stakes in American companies for national security, compared to 34% of Republicans, highlighting a divisive issue amid growing state investments.
TSMC is accelerating capacity at its Arizona factory, committing an additional $100 billion to expand its U.S. chipmaking footprint, driven by a multi-year surge in AI demand and strong government support, despite higher construction costs.
The Trump administration is asserting more control over future AI model releases, dictating which companies can access frontier models, a role previously held by AI giants like Anthropic and OpenAI. Citing national security concerns and competition from China, the administration blocked some releases and launched the 'Gold Eagle' program, raising questions about company-led initiatives.
Warren Buffett redirects donations from the Gates Foundation to his family's foundations, citing increased confidence in his children's philanthropic capabilities and a reevaluation of his charitable strategy.
A CNBC survey reveals housing costs are the top political concern for young US voters (18-34), surpassing food prices and protecting democracy. This issue is crucial for the 2026 midterm elections, with Democrats perceived as better equipped to address it than Republicans.
Fubo is raising its monthly subscription prices by $15 after reaching a new deal to restore some, but not all, NBCUniversal channels that were previously lost due to a contract dispute. This makes current prices higher than before the blackout.
ABD'li Cumhuriyetçi Senatör Lindsey Graham, aort diseksiyonu sonucu 71 yaşında hayatını kaybetti. Graham, İsrail'e verdiği destek ve Türkiye'ye yönelik F-35 kısıtlamalarını savunmasıyla biliniyordu. Ölümü, ABD ve İsrail'den taziye mesajlarıyla karşılanırken, İran'da bazı yayın organları tarafından sevinçle karşılandı.
O senador republicano Lindsey Graham, de 71 anos, morreu neste sábado (11) em decorrência de uma dissecação da aorta. Aliado próximo de Donald Trump e defensor de uma política externa intervencionista, Graham estava em seu quinto mandato no Senado e planejava concorrer à reeleição.
Os EUA realizaram novos ataques contra o Irã, visando sistemas de mísseis e defesas aéreas, após ofensiva iraniana contra navio no Estreito de Ormuz. O Irã ameaça fechar a passagem estratégica.
