作者 | 郭炜 白鲸开源 CEO，Apache 基金会成员 从技术架构的角度看，我认为这一次的 AI 浪潮将深刻影响整个软件生态。DSS 系统的设计是以 人作为最终消费者的决策支持逻辑为中心，然而，随着 Agentic AI 时代来临，最终的"消费者"更 可能是 Agent，对数据仓库和复杂 ETL 链路将被重新设计，甚至消失。传统数据仓库偏重结构与 查询模式，会被 Agentic Data Stack 架构强调语义与响应模式取代。本文作者的原标题为《 传统 数据仓库正在被 Agentic AI 吞噬？Agentic Data Stack 初探》。 引言：Snowflake 换 CEO 背后的信号 2024 年春天，云数据仓库的明星公司 Snowflake 宣布换帅，前 Google 广告业务负责人 Sridhar Ramaswamy 接替了曾带领 Snowflake 实现 600 亿美元估值的传奇 CEO Frank Slootman 。 如果你只是把这当成一次高管轮换，理解就不够透彻，因为这背后真正的隐喻是， 数据仓库世界 的范式，正在悄然巨变 。 "技术的演进，从来不是线性推进，而是技术的跃迁，从 OL ...

Core Insights - Manufactured housing is recognized as an attractive asset class due to its steady revenue streams and strong tenant relationships [2] - Manufactured housing communities face less competition from new supply compared to Apartment REITs, enhancing their investment appeal [2] Industry Focus - The focus on income-producing asset classes, such as manufactured housing, offers opportunities for sustainable portfolio income, diversification, and inflation hedging [1] - The investment strategy emphasizes defensive stocks with a medium- to long-term horizon, aligning with the characteristics of manufactured housing [2]

Market Overview - Wall Street experienced a strong recovery in May, regaining most losses from early April due to tariff announcements by President Trump, but volatility persists as the impact of tariffs on the economy remains unclear [1][4][9] - The Federal Reserve has not indicated plans to resume rate cuts despite recent cooling inflation, contributing to market uncertainty [2][5] Economic Indicators - U.S. job growth slowed significantly in May, with nonfarm payrolls increasing by only 139,000 and private payrolls rising by just 37,000, raising concerns about the economy's health [6] Dividend-Paying Stocks - In light of ongoing market uncertainty, investing in dividend-paying stocks is recommended as they tend to be more stable and reliable during economic fluctuations [7] - Four notable dividend-paying stocks include: - **Casey's General Stores, Inc. (CASY)**: Operates 2,893 convenience stores across 17 states, with a dividend of $0.57 per share and a yield of 0.46% [8][10] - **Utz Brands, Inc. (UTZ)**: Manufactures a variety of salty snacks, declaring a dividend of $0.06 per share with a yield of 1.75% [11][12] - **Sun Communities, Inc. (SUI)**: Focuses on manufactured housing communities, announcing a dividend of $1.04 per share and a yield of 3.01% [13][14] - **EOG Resources, Inc. (EOG)**: Engaged in oil and natural gas exploration, with a dividend of $1.02 per share and a yield of 3.41% [15][16]

Oracle Corporation ORCL will release earnings results for the fourth quarter, after the closing bell on Wednesday, June 11. The company has missed revenue estimates in two straight quarters and missed estimates in seven of the past 10 quarters overall. With the recent buzz around Oracle, some investors may be eyeing potential gains from the company's dividends too. Currently, Oracle offers an annual dividend yield of 1.13%. That's a quarterly dividend amount of 50 cents per share ($2.00 a year). Analysts ex ...

Core Viewpoint - ARGAN has signed a new lease for a 7,000 sq.m logistics site in Serris, which will serve as a national logistics hub for ZyCOM, a client specializing in telecom distribution, highlighting the company's successful rental management and the relevance of its environmentally friendly Aut0nom® logistics standard [2][5][6]. Company Overview - ARGAN is a leading French real estate company focused on the development and rental of premium warehouses, with a portfolio of approximately 3.7 million sq.m, generating an annual rental income of nearly €205 million as of December 31, 2024 [7][8]. - The company operates under the Aut0nom® label, which signifies carbon-neutral buildings, and has developed 15 such projects across France since 2022 [3][4]. Environmental and Technical Features - The Aut0nom® logistics site in Serris utilizes electric heat pumps and generates its own green energy through a photovoltaic power station, achieving a BREEAM Very Good certification [3][5]. - ZyCOM's Senior Project Manager emphasized the site's technical and environmental qualities, aligning with the company's high environmental ambitions [6]. Financial Performance - ARGAN maintains a 100% occupancy rate across its portfolio of 100 warehouses, reflecting the expertise of its teams in rental management [5]. - The company holds an investment-grade rating of BBB- with a stable outlook from Standard & Poor's, indicating financial solidity [8].

The J. M. Smucker Company SJM will release its fourth-quarter earnings results before the opening bell on Tuesday, June 10.Analysts expect the Orrville, Ohio-based company to report quarterly earnings at $2.25 per share, down from $2.66 per share in the year-ago period. J. M. Smucker projects to report quarterly revenue at $2.19 billion, compared to $2.21 billion a year earlier, according to data from Benzinga Pro.On April 30, JM Smucker named John Brase as President and COO.JM Smucker shares gained 0.5% to ...

Earnings season is nearly wrapped up, but a few notable reports are still on deck this week. The three I'm watching are Oracle, Adobe, and RH. Oracle and Adobe will provide further insight into the tech sector, while RH will offer a glimpse into the high-end consumer space.The main focus this week, however, will be inflation. We’ll receive both the CPI and PPI reports, and it will be interesting to see whether prices are beginning to rise following the tariffs implemented in early April. A couple of weeks a ...

Group 1 - Since 2019, rental prices in Melbourne have increased by AUD 7,800 annually, while wages have stagnated, leading to a severe housing affordability crisis affecting even middle-income groups [1][6] - PropTrack's latest data indicates that rental affordability has reached its lowest level on record, with the average Australian household able to afford only 36% of listed rental properties [3][6] - Young renters are the most impacted, with households aged 15 to 24 able to afford only 19% of available properties, and low-income families earning AUD 70,000 seeing this figure drop to just 2% [6][8] Group 2 - Despite some rental price declines in 126 suburbs and stability in 227 suburbs, renters have not experienced significant relief due to ongoing supply constraints [6][8] - Rental viewings are attracting large crowds, with renters going to great lengths to stand out, indicating a highly competitive rental market [8] - There has been a surge in shared rental applications as renters seek to alleviate financial pressure by sharing costs, which has become a common practice rather than an alternative option [8]

Company Overview - Lineage operates the world's largest global temperature-controlled warehouse REIT with over 485 facilities across North America, Europe, and Asia-Pacific [2] Investigation Details - Robbins Geller is investigating potential violations of U.S. federal securities laws involving Lineage, focusing on whether the company and its top executives made materially false and/or misleading statements or omitted material information regarding its business, operations, and prospects [1][2]

Core Points - Canadian Apartment Properties Real Estate Investment Trust (CAPREIT) held its Annual and Special Meeting of Unitholders on June 3, 2025, where all items of business were passed by a vote [1] - A total of 112,872,207 units, representing 69.81% of CAPREIT's issued and outstanding units, were voted [2] Election of Trustees - All nominees proposed in the management information circular were elected as trustees with high approval rates, including: - Lori-Ann Beausoleil: 99.80% approval [3] - Gina Parvaneh Cody: 96.73% approval [3] - Mark Kenney: 95.12% approval [3] - Gervais Levasseur: 97.97% approval [3] - Ken Silver: 97.97% approval [3] - Jennifer Stoddart: 97.90% approval [3] - Elaine Todres: 94.68% approval [3] - René Tremblay: 98.04% approval [3] - David Wesik: 98.06% approval [3] Appointment of Auditors - Ernst & Young LLP was appointed as auditors with 99.94% of votes in favor [4] Advisory Vote on Executive Compensation - The non-binding advisory vote to accept CAPREIT's approach to executive compensation was approved with 91.55% in favor [5][6] Reconfirmation of the Unitholders' Rights Plan Agreement - The unitholders' rights plan agreement was reconfirmed with 97.08% of votes in favor [7][8] Company Overview - CAPREIT is Canada's largest publicly traded provider of quality rental housing, owning approximately 46,800 residential apartment suites and townhomes with a total fair value of approximately $14.9 billion as of March 31, 2025 [10]