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WSJ Reporter on Why Trump's 50% Tariff Threat on Brazil is Different | WSJ News
WSJ News· 2025-07-10 10:51
Trade Relations & Geopolitics - The US is considering imposing a 50% tariff on all exports from Brazil starting August 1st, potentially disrupting trade with the 16th largest US trading partner [1] - The tariff imposition is linked to the US perception of unfair treatment of former Brazilian President Gaier Bolsinaro, marking a departure from primarily trade-related motivations [3] - The sitting president of Brazil, Lula, has expressed strong opposition to any foreign interference or toutelage from other nations in response to the US actions [5] - The US is also concerned about Brazil's treatment of US tech firms, citing unfair fines and legal cases against social media platforms like Meta [7] US Trade Policy & Tactics - The US Trade Representative is directed to initiate a tariff investigation into unfair trade practices related to digital policies in Brazil [8] - The US views tariffs as a tool for political control, influence, and domination over other nations, beyond just trade and economic considerations [8]
《2025年北京市重点实验室申报指南》发布,聚焦智能制造与装备等关键领域(附申报建议及案例)
仪器信息网· 2025-07-10 04:08
Core Viewpoint - The article discusses the launch of the 2025 Beijing Key Laboratory application process, emphasizing its alignment with the construction of the Beijing International Science and Technology Innovation Center and focusing on key industries and cutting-edge technology fields [1][10]. Group 1: Application Focus Areas - The application areas for the Beijing Key Laboratories include new generation information technology (such as AI, big data, 5G/6G communication), medical health (including biomedicine, medical devices, precision medicine), intelligent manufacturing and equipment (covering industrial internet, intelligent robotics, high-end equipment manufacturing), new materials (like high-performance materials, nanomaterials, new energy materials), new energy (including clean energy, energy storage technology, carbon neutrality-related technologies), and agricultural technology [1][2]. Group 2: Application Conditions and Requirements - The applicant units must be registered enterprises, institutions, or social organizations in Beijing. Enterprises must meet specific sales revenue and R&D investment criteria. For joint laboratories, one unit must be designated as the leading unit, with others as co-construction units, and a co-construction agreement must be signed [3]. - Research directions should focus on scientific issues within the application areas, highlighting technological innovation, industry relevance, and potential for results implementation. The research team must consist of high-level researchers with solid foundations or achievements in relevant fields [4]. Group 3: Application Process and Timeline - The application notification for the Beijing Key Laboratories was released on April 9, 2025, with the specific deadline for submissions to be announced later. Required materials include the "Beijing Key Laboratory Application Form" and supporting documents (such as unit qualifications, research achievements, team introductions). The evaluation will be conducted by an expert committee, focusing on the project's innovation, feasibility, industrial value, and support for Beijing's technological innovation [6][5]. Group 4: Policy Support for Intelligent Manufacturing - Beijing has significantly increased support for the intelligent manufacturing sector, with recent developments including the establishment of a key laboratory for intelligent manufacturing, focusing on cutting-edge technologies (like industrial internet, intelligent detection, standard systems) and key common technologies (such as measurement, certification, and testing) [7]. - Collaborative innovation between industry, academia, and research institutions is encouraged to promote technology transfer and upgrade the industrial chain [7]. Group 5: Application Recommendations - Applications should focus on critical needs within the intelligent manufacturing sector, particularly on "bottleneck" technologies (such as high-end sensors, industrial software, precision processing equipment). Strengthening collaboration across the industry chain, including upstream and downstream enterprises, universities, and research institutions, is recommended to form a collaborative innovation network [8]. - Application materials should demonstrate the potential for industrialization of technological achievements, such as patent layouts, standard formulation, and demonstration applications. Consulting professional institutions for application guidance is advised to enhance material quality [8]. Group 6: Reference Cases - The High-Entropy Energy Materials and Devices Beijing Key Laboratory is currently accepting applications, focusing on energy materials research, which can serve as a reference for application processes and management requirements. The Smart Traditional Chinese Medicine Chronic Disease Prevention and Treatment Beijing Key Laboratory explores chronic disease prevention technologies through the integration of AI and traditional Chinese medicine, showcasing interdisciplinary research [9].
X @CoinDesk
CoinDesk· 2025-07-09 21:15
RT CoinDesk Podcast Network (@CoinDeskPodcast)🎧 Check out the latest episode of ‘BITCOIN SEASON 2: Why tokens don't work (except for Bitcoin)’ in partnership with @blockspacepod!Crypto builders thought that just by building public goods they could create sustainable businesses. “Turns out you actually have to make money” - @gwartygwartNOTES• https://t.co/cbzjVAHkf4 crossed hundreds of millions in revenue• Fat protocol thesis originated 2016-2017• iPhone example: $1,000 vs theoretical $10,000• Uniswap has fe ...
Agriculture secretary suggests Medicaid recipients could replace immigrant farmworkers
MSNBC· 2025-07-09 21:15
Uh the president has expressed concerns about how mass deportations would affect the farm industry. Do you have concerns on this front and are you hearing about some of these top conservatives saying that there's a push for amnesty for this workforce. I appreciate you bringing that up.There's been a lot of noise in the last few days and a lot of questions about where the president stands in his vision for farm labor. The first thing I'll say is the president has been unequivocal that there will be no amnest ...
AGCO Announces New $1 Billion Share Repurchase Program
Prnewswire· 2025-07-09 20:07
Core Viewpoint - AGCO has announced a new share repurchase program of up to $1 billion, aimed at maximizing shareholder value while maintaining financial flexibility [1][2]. Company Overview - AGCO is a global leader in agricultural machinery and precision ag technology, with a diverse brand portfolio including Fendt®, Massey Ferguson®, PTx, and Valtra® [4]. - The company reported net sales of approximately $11.7 billion in 2024 [4]. Share Repurchase Program - The Board of Directors has authorized a share repurchase program of up to $1 billion, which will be executed through open market transactions or privately negotiated transactions [1][2]. - The timing, number, and value of shares repurchased will depend on various factors, including stock trading price and market conditions [2]. Capital Allocation Strategy - The company emphasizes a disciplined capital allocation plan, focusing on effective capital deployment to enhance shareholder value [2]. - The share repurchase program is part of AGCO's strategy to preserve financial flexibility for business investments and maintain investment-grade credit ratings [2].
The Truth About Deep Fakes, and What We Should Do About Them | Ben Colman | TEDxMidAtlantic
TEDx Talks· 2025-07-09 16:47
[Applause] So let's talk a little about AI and how we got to this exciting but also scary world of deep fakes. So over the last few years been a massive democratization of AI. We've seen hardware costs dramatically decrease. We've seen software cost dramatically decrease where we have a lot of software that is now free. We've seen inference costs go down by a factor of 100.We've seen over 10,000 products available on our desktops, on our phones. Typically, we're just a Google search away where anybody witho ...
SKYT Gross Margin Rises on Wafer Services Rebound: Is it Sustainable?
ZACKS· 2025-07-09 16:45
Core Insights - SkyWater Technology (SKYT) achieved a significant turnaround in profitability in Q1 2025, with non-GAAP gross profit increasing to $14.8 million from $13.4 million, resulting in a gross margin of 24.2%, a 730-basis-point improvement year over year [2][10] - The launch of ThermaView in January 2025 has driven a 70% sequential increase in Wafer Services revenues, reaching $7.5 million, indicating a shift in SkyWater's product mix towards new offerings [3][10] - Management anticipates continued growth in Wafer Services throughout 2025, supported by customer ramps and a growing innovation pipeline, alongside the recent acquisition of Fab 25 to expand manufacturing capacity [4][10] Financial Performance - SkyWater expects both GAAP and non-GAAP gross margins to remain in the 23%-27% range for the full year 2025, with potential for further upside due to improved cost control and a more disciplined tools mix [5][10] - The Zacks Consensus Estimate for 2025 revenues is projected at $307.15 million, reflecting a 10.26% decline from 2024, while the estimated loss is pegged at 1 cent per share, indicating a sharp decline of 116.67% year-over-year [12] Competitive Landscape - GlobalFoundries (GFS) reported $1.6 billion in Q1 2025, significantly outpacing SkyWater, with strengths in strategic partnerships and AI-related semiconductor manufacturing [6] - ON Semiconductor (ON) focuses on intelligent power and sensing solutions, leveraging a vertically integrated model that provides cost advantages, particularly in the growing EV market [7] Share Price and Valuation - SkyWater shares have declined 23.3% year to date, contrasting with a 7% return in the broader Zacks Computer and Technology sector and a 13.4% rise in the Electronics – Semiconductors industry [8] - Currently, SkyWater is trading at a forward 12-month Price/Sales ratio of 1.48X compared to the industry's 8.6X, with a Value Score of B [11]
Capturing Stillness Frame by Frame | Yang Chua | TEDxSingapore
TEDx Talks· 2025-07-09 16:40
We often hear that photography captures and freezes time. It preserves images for the future. Well, one can often guess when that photograph is taken um just by the clues that that photograph has documented.For me, photography liberated me from a stillness and set me on a path of intense energizing moments and movements. a journey to utilize my time for good. I've always been passionate about traveling.In a year, I would have family trips, medical conferences to attend to give lectures, medical mission trip ...
Will AI replace teachers? | Brian Curd | TEDxHuili Shanghai Youth
TEDx Talks· 2025-07-09 16:17
[Music] Three years ago, I faced a major challenge as a teacher. The pandemic had forced our school online and my ninth grade students that were typically active, engaged, and collaborative in lessons were suddenly passive and disengaged online. I would send them into breakout rooms to collaborate on learning activities.And why when I entered those breakout rooms, I was met by awkward silence. It was like my students had forgot how to connect with other human beings. I realized I needed to do something as a ...
The Gen Z Dilemma | Filipe Silva | TEDxHuili Shanghai Youth
TEDx Talks· 2025-07-09 16:16
Gen Z Challenges & Economic Realities - Expenditure on anti-aging creams increased by 600% compared to toys, reflecting a shift in priorities [1] - 78% of Gen Z cannot distinguish between real images and AI deep fakes, leading to potential manipulation [2] - Bloomberg estimates it requires 72 years of pure income to buy a house, highlighting housing affordability issues [5] - 38% of Gen Z spends paychecks mostly on subscription services, indicating a shift in spending habits [6] - 84% of individuals have four or more subscription plans, contributing to trillions of dollars annually for platforms [6][7] - Renting houses costs around 40% of income, a 140% surge from previous generations, exacerbating financial strain [9] - Approximately 40% of jobs are at risk of vanishing due to lack of professionalism and the rise of AI [9] Mental Health & Social Impact - 58% of Gen Z teenagers and kids report having clinical depression, indicating a mental health crisis [10] - Gen Z produces 34% less dopamine during face-to-face interactions compared to phone use, according to a Swedish university study using MRI scans [11] Generational Shift & Future Concerns - A job that allowed the speaker's father to buy a house at 23 now pays only 23% more, while house prices have surged 200% [8] - The speaker warns that Gen Z may leave future generations with expired subscriptions and digital accounts, rather than tangible assets [12]