on 05-Mar-2026 5 March 2026 US Emerging Internet US Internet: AI bear narratives compound, but finding a floor? Nikhil Devnani, CFA +1 917 344 8425 nikhil.devnani@bernsteinsg.com Mark Shmulik +1 917 344 8508 mark.shmulik@bernsteinsg.com Nathan Gee +1 917 344 8573 nathan.gee@bernsteinsg.com Wenhuan Chang +1 917 344 8546 wenhuan.chang@bernsteinsg.com Deeksha Pandey +1 917 344 8447 deeksha.pandey@bernsteinsg.com Internet stocks have de-rated on a combination of rotation away from tech and worsening AI sentimen ...

Group 1 - The core point of the article is the leadership change at Xibei, with former CEO Dong Junyi returning to the position after the resignation of Jia Guolong due to significant business volume decline [4][5]. - Xibei has announced that due to a substantial decrease in business volume, many headquarters employees will need to be on standby or leave the company [5][7]. - The number of employees at Xibei's headquarters, originally over 500, is expected to drop to around 200 after the layoffs [7]. Group 2 - ByteDance has initiated its largest-ever intern recruitment drive, aiming to hire over 7,000 interns globally, with a focus on R&D, product, and AI fields [6][8]. - The recruitment plan includes over 4,800 offers for R&D positions, accounting for more than 60% of the total [8]. - The overall conversion rate for these intern positions is expected to exceed 50% [8]. Group 3 - The article mentions that the U.S. stock market indices collectively fell, with the Nasdaq down 1.59% and the S&P 500 down 1.33% [11]. - International crude oil futures saw a significant increase, with WTI crude oil futures rising 12.21% to $90.9 per barrel, marking a weekly increase of over 35% [11]. Group 4 - The Ministry of Commerce reported that the cross-border e-commerce import and export scale reached 2.75 trillion yuan [14]. - The revenue share of Chinese online dramas in the global market has reached 90%, with app downloads accounting for 80% globally [15]. Group 5 - Toshiba is restructuring its substantial debt with the goal of returning to the public market by the fiscal year 2028 [17]. - Pfizer China announced the approval of a new GLP-1 receptor agonist for long-term weight management in adults [18]. Group 6 - New Hope reported a decline in sales revenue from commodity pigs, amounting to 1.327 billion yuan, with a year-on-year decrease of 7.42% [20]. - Lao Fengxiang's net profit for the fiscal year 2025 was reported at 1.755 billion yuan, down 9.99% year-on-year [21]. Group 7 - Wanbangde expects a net profit growth of 985.40% year-on-year for the first quarter of 2026, driven by a strategic shift from generic to innovative drugs [22]. - Quince is in talks for financing that could double its valuation to over $10 billion [23].

Core Viewpoint - FedEx and UPS have increased their delivery charges, prompting companies to explore alternatives such as 'no rush' delivery options and additional fees, which have surprisingly proven effective in slowing down delivery times [1] Group 1 - FedEx and UPS have raised their prices, leading to a shift in delivery strategies among companies [1] - Companies are implementing 'no rush' delivery options as a response to increased shipping costs [1] - The effectiveness of these strategies indicates a potential change in consumer behavior regarding delivery expectations [1]

记者｜刘雪莹 见习记者林芊蔚 编辑｜张楠 北京时间3月7日，美股三大指数集体收跌。本周美股三大股指均录得跌幅，道指累计下跌约 3%，标普500指数累跌约2%，纳指累跌1.24%。 欧洲主要股指集体收跌，德国DAX30指数跌1.21%；英国富时100指数跌1.22%；法国CAC40 指数跌0.94%；意大利富时MIB指数跌0.99%。 | 道琼斯工业 | 纳斯达克指数 | 标普500 | | --- | --- | --- | | 47501.55 | 22387.68 | 6740.02 | | -453.19 -0.95% -361.31 -1.59% -90.69 -1.33% | | | | 美国科技七巨头 中概科技龙头 | | 中国金龙 | | 61487.23 | 3737.72 | 6961.05 | | -1091.32 -1.74% +65.24 +1.78% +47.62 +0.69% | | | | 道琼斯期货 | 纳斯达克100期 | 标普500期货 | | 47480 | 24661.25 | 6740.00 | | -503 -1.05% -388.25 -1.55% -95.25 ...

Core Viewpoint - Amazon will continue to provide Anthropic's AI technology to its cloud customers, with the exception of projects involving the Department of Defense [1] Group 1 - The announcement follows a federal agency's decision to label Anthropic as a "supply chain risk," prompting the company to challenge this designation in court [2] - AWS customers and partners can still utilize Anthropic's Claude for workloads not related to the Department of War, while support is being offered for transitioning to alternatives for DoW-related workloads [3]

And it's time for the big three. We've got three stocks for you today, three charts. Rick Dat will take us through the charts. Here to take us through the trades, Tim Bowen, chief technical trainer at stockstorade.com. Tim, always great to have you with us on a Friday. We are looking at another sell-off on this Friday though.We've got oil quickly approaching crude at 90 a barrel. We're at highs we haven't seen in two and a half years. You know, what's a big picture thought on the action we've seen this week ...

Companies competing for workers to build data centers are finding that a motel room with sluggish Wi-Fi isn’t much of a draw. Try free steaks and golf simulators.As data-center development has exploded with the rise of artificial intelligence, competition for water and power supplies is pushing construction further into rural areas that often lack the housing and infrastructure to support the hundreds or thousands of temporary workers needed to build hulking warehouses of computer servers. That’s forcing de ...

Welcome back. Okay, we are on countdown mode. We are four minutes away from the February jobs report.Expectations call for a gain in jobs of 59,000 non-farm payrolls and the unemployment rate holding steady at 4.3%. Let's check markets going into this number. Dow industrials right now down 257 points.NASDAQ S&P 500 also weak this morning. I want to bring in our allstar jobs panel. Piper Sandler's chief global economist Nancy Lazar is here.Job Creators Network CEO Alfredo Ortiz is here. Storch Advisor CEO Je ...

During a two-week Lunar New Year campaign promoting its Qwen AI app, Alibaba said the system handled nearly 200 million orders ranging from groceries and drinks to movie tickets and flights, The Information reported. Morgan Stanley analysts said the push helped drive Qwen's daily active users to 73.5 million, up from about 17 million before the holiday.For an industry still experimenting with AI assistants that can complete real transactions, the scale is striking.The AI Shopping RaceU.S. tech giants are ra ...

The U.S. stock market opened sharply lower on Friday, March 6th, 2026, as investors grappled with a "worst-case scenario" combination of a deteriorating labor market and surging energy costs. The major indexes faced immediate selling pressure following a disastrous February employment report that caught Wall Street completely off guard, reigniting fears of stagflation—a toxic mix of stagnant economic growth and high inflation.Major Indexes Face Steep Opening DeclinesThe market opening was marked by signific ...