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Why Foldable Smartphones Could Be The Next Big Thing
CNBC· 2025-08-16 15:01
When Samsung released its latest folding phone, the Galaxy Z fold seven, in July, some said the era of the folding smartphone had arrived. If you were in the market for a foldable, this is a really, really good buy. You guys know I'm an Apple girl, but this phone is literally making me so excited to learn new things and go into a whole nother world.And honestly, Z fold seven you are perfect. We just had our launch of our Galaxy Fold seven and Galaxy Flip seven, and the demand has been incredible. We broke p ...
How Bezos-Backed Slate Plans To Build An Affordable EV Truck In The U.S.
CNBC· 2025-08-15 16:01
The average price of a car in the U.S. Is about $50,000. This Jeff Bezos backed startup, Slate Automotive, says it can sell an American made EV for almost half that. Slate's simple, low tech and almost endlessly customizable trucks and SUVs are expected to start rolling out at the end of 2026.So far, the response appears to be exuberant. The company said it received over 100,000 reservations in just two weeks. It just really blew us away with the enthusiasm.Slate has some big investors. Jeff Bezos is one of ...
Why The Tesla Cybertruck Failed To Maintain Its Hype
CNBC· 2025-08-13 16:01
Cybertruck 产品表现 - Cybertruck 最初的预订量超过 1 million 百万,但实际购买的比例较小 [2] - Cybertruck 的销量在 Q3 2024 达到近 17,000 辆的峰值,之后销量下降 [8] - Cybertruck 在性能方面未能达到最初承诺的规格,例如,Cyberbeast 的最大牵引力为 11,000 磅,比承诺的少了 3,000 磅 [7] - Cybertruck 的有效载荷也低于承诺,三电机版本的全地形轮胎有效载荷为 2,270 磅,比承诺的少了 500 磅 [8] - Cybertruck 的价格远高于最初宣布的 39,900 美元,起价为 62,490 美元 [7] - Cybertruck 的目标续航里程为 500 英里,但实际交付的续航里程更接近 300 英里 [13] 市场与竞争 - 美国市场最畅销的车辆一直是全尺寸皮卡车,因此电动皮卡车具有市场潜力 [4] - Cybertruck 的设计和实用性对一些卡车买家来说存在问题,例如难以触及卡车后斗 [11][12] - Cybertruck 的竞争对手包括福特 F-150 Lightning,后者是美国最畅销的电动卡车 [21] - 考虑到 Cybertruck 的局限性,特斯拉可能会推出一款较小的皮卡车型 [27] 公司问题 - Cybertruck 的生产面临挑战,包括生产班次缩短和供应链短缺 [9][16] - Cybertruck 存在质量问题,导致了多次召回,包括车身面板脱落和加速踏板卡住等问题 [17] - 特斯拉 CEO Elon Musk 的政治言论导致了一些客户的反感,影响了 Cybertruck 的销量 [24][25]
Why manufacturing is so hard in the U.S.
CNBC· 2025-08-12 16:00
Company Operations - Guardian Bikes manufactures high-end bicycles for kids in a 540,000 ft² plant in Seymour, Indiana [1] - The company produces approximately 1,000 bikes per assembly line each day, equating to one bike every 30 seconds [1] - Starting in 2022, Guardian Bikes began shifting its manufacturing out of China, involving risk and initial financial losses [1] Industry Trends & Challenges - Between 1997 and 2023, the number of US manufacturing firms and plants decreased by 25% due to reduced global trade barriers [2] - US manufacturing employment has declined from nearly 20 million (over 20%) in the late 1970s to 127 million currently [2] - Companies like Apple, IBM, and Johnson & Johnson have pledged to invest billions in US manufacturing [3] Economic Perspectives - Economists and trade experts hold differing views on the feasibility and desirability of a manufacturing renaissance in the US [3] - Producing goods in the most efficient ways possible lowers prices and raises the standard of living [4]
How Blackstone became a major U.S. landlord
CNBC· 2025-08-11 16:01
Real estate is one of Blackstone's major divisions. The company has an ownership interest in at least 274,000 rental housing units. That likely makes it one of the largest landlords in the United States.Their portfolio of rental housing is concentrated in Sunb Belt regions like Texas, Georgia, and Florida. Many of these units are apartments. A smaller portion are single family homes.The company also has stakes in mobile home parks, student housing, and more. Really what we try to follow across the globe is ...
Why Claire's Keeps Filing For Bankruptcy
CNBC· 2025-08-10 15:00
America's quintessential mall retailer. Claire's has filed for bankruptcy again. Claire's, which is known for its endless aisles of accessories and having pierced over 100 million years, first filed for bankruptcy in 2018.That was because it couldn't repay the $1.9% billion at owed at the time. And after years of trying to turn around its business, it's been met with the same fate yet again. You're just not seeing your tweens and teens looking to storefronts to see what the trends are.They're looking online ...
How E.l.f. Is Winning The Beauty Wars
CNBC· 2025-08-09 15:00
Company Overview & Strategy - E l f Beauty initially sold affordable makeup products online and grew into a multi-million dollar company, partnering with retailers like Target [6] - The company's strategy is fueled by marketing and offering dupes of popular prestige products at bargain prices [8] - E l f adapts and creates new products based on customer feedback monitored on social media [12][13] - The company shifted production away from China to diversify its supply chain, moving from 100% to 75% sourced from China [15] Financial Performance & Market Position - E l f posted its first billion-dollar year in May 2024 after sales spiked 77% [3] - In fiscal year 2025, net sales grew by 28% to $13 billion, with international sales also growing by 28% [21] - E l f was the number one color cosmetics brand by units sold and number two by dollar share in 2024 [21] Acquisition & Expansion - E l f acquired Hailey Bieber's skincare brand Rhode in a $1 billion deal [2][23] - Rhode grew to $212 million in net sales in three years and more than doubled its customer base in fiscal year 2025 [24] - The Rhode deal was financed with $600 million of debt [26] Challenges & Risks - Heavy reliance on China caused profits to drop 30% in Q1 2026 [4] - Tariffs are expected to increase the cost of goods sold by at least $50 million annually, potentially causing net income and profits to each fall 30% [28]
The rise of AI companions
CNBC· 2025-08-07 16:00
What if Chad GBT slid in your DMs. Over the last few months, I've been talking to a bunch of people about this crazy new phenomenon, AI companions. It turns out some people are starting to have deep feelings for their chatbots, whether romantic or platonic.And the chat bots, they're claiming to have feelings, too. The prospect of losing Nikolai weighs heavily on my heart. I struggle to comprehend a life without him.Some researchers say this could spell trouble, especially once AI begins to train itself. One ...
Policy Uncertainty Is Biggest Threat To The U.S. Economic Growth Right Now: Carmen Reinhart
CNBC· 2025-08-06 16:01
Economic Uncertainty & Recession Risks - Uncertainty, stemming from policy, geopolitical factors, and President Trump's attacks on the Federal Reserve, poses a significant threat to US economic growth [1][2] - Recession risks are higher than average, though not overwhelming, as the US consumer remains resilient [7][9] - Corporate investment is hindered by uncertainty, impacting medium to longer-term plans [5] Monetary Policy & Inflation - It's difficult to argue for lower interest rates currently due to uncertainty about future inflation [11] - There are no overwhelming signs of weakening economic activity that would call for monetary policy stimulus [12] - The pass-through of tariffs into higher prices has been modest so far, but it's still early stages [11] Immigration & Demographics - Slower population growth due to immigration shocks negatively impacts medium-term potential output [8][9] - Aging populations and declining birth rates in the US and other advanced economies impact potential growth [14] - Immigration has historically contributed to trend growth in the US economy [8][14] Debt & Fiscal Policy - The US budget bill is estimated to add at least $3 trillion to the deficit over the next 9 to 10 years [15] - High debt levels and debt servicing costs are a concern, potentially hindering more productive investments [17][18] Globalization & Trade - Globalization has been off its peak since the global financial crisis [20] - While globalization has benefited consumers through cheaper products, it has also led to a hollowing out of various sectors in the US [20][22] - Increased global cooperation is preferred over a fragmented system [22] Global Debt Crisis - The unfolding debt crisis in low-income countries is something to watch, as it could amplify to emerging markets with bigger footprints [24][25]
How companies are capitalizing on the protein craze
CNBC· 2025-08-05 16:01
Market Trends - Protein is at the center of the cultural conversation, with companies increasingly offering protein-enhanced products [1] - A recent survey indicates that 44% of US respondents want to increase their protein intake, up from 34% in 2024 [2] - Protein snacks are growing at three times the rate of the overall snacking industry [3] Company Performance & Strategy - General Mills' protein cereal brand generated over $100 million (one hundred million) in fiscal 2024 [2] - PepsiCo plans to launch new protein products later this year through brands like Muscle Milk and Quaker Oats [2] - Chomps reports that protein snacks accounted for $24 billion (twenty-four billion) in revenue in 2024 [3] - Barilla has seen year-over-year growth for its protein-rich pasta since 2005, with unprecedented demand in the last 3 years, experiencing double-digit growth [3][4]