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英伟达、亚马逊临时关闭迪拜办公室 黄仁勋:正积极支持受影响员工
Feng Huang Wang· 2026-03-04 03:32
迪拜遭袭击后产生的浓烟 凤凰网科技讯 北京时间3月4日,据CNBC报道,在美国和以色列上周末联合对伊朗发动空袭后,英伟 达、亚马逊和Alphabet等大型科技公司纷纷紧急采取措施,确保其在中东地区出差或常驻员工的安全。 美国和以色列的大规模袭击导致伊朗最高领袖哈梅内伊等人丧生。随后,伊朗对位于海湾地区的以色列 和美国基地发动打击以实施报复。这场冲突已对平民生活、伊朗的网络接入、航班航线以及整个地区的 能源运输造成干扰。 2019年,英伟达以约71.3亿美元收购了以色列公司Mellanox,该公司主要生产以太网交换机及其他网络 硬件。这是当时英伟达历史上最大的一笔交易。如今,除美国本土外,以色列是英伟达最大的研发基 地。 黄仁勋表示,截至周二早晨,所有受冲突影响的英伟达员工及其直系亲属均已确认安全。 "英伟达深深扎根于中东地区。我们有数千名同事生活在那里,全球各地还有更多同事的家人和朋友也 受到了这些事件的影响。和大家一样,我也在深切关注着我们英伟达大家庭成员的安全。"黄仁勋称。 CNBC看到的一份由英伟达CEO黄仁勋(Jensen Huang)周二清晨发给全体员工的电子邮件,英伟达已暂时 关闭其迪拜办公室,并 ...
Astera Labs, Inc. (ALAB) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Seeking Alpha· 2026-03-03 23:32
Industry Overview - The AI market is expected to show strong performance in 2026, but there are concerns about the sustainability of this strength into 2027 and beyond [1] - There is a general worry among Wall Street analysts about a potential decline in AI demand next year [1] Company Insights - The CEO of Astera Labs believes that concerns regarding the AI market are exaggerated, emphasizing that the industry is still in the early stages of development [2] - Astera Labs is actively utilizing AI internally, indicating a strong belief in the immense potential of AI applications [2] - The company is optimistic about future growth, supported by significant capital expenditure decisions made by larger hyperscalers in the market [3]
Teradata Corporation (TDC) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Seeking Alpha· 2026-03-03 22:42
Question-and-Answer SessionErik WoodringMorgan Stanley, Research Division Before we begin, let me point everyone to the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative. So with that out of the way, this is the first time that I've been able to host both of you at the TMT conference both relatively new to the role that you're sitting in right now. I'd love just to start the conver ...
NICE Ltd. (NICE) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Seeking Alpha· 2026-03-03 20:32
PresentationJames ReynoldsMorgan Stanley, Research Division Great. Well, let's get started. Good morning, everyone. Thank you for joining us here at the Morgan Stanley TMT Conference. My name is Jamie Reynolds, and I'm here on behalf of Elizabeth Porter. We're very pleased to have with us here today, NiCE's CEO, Scott Russell. But before we begin, some important disclosures. For important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley/researchdisclosures.com (sic ...
Sabre Corporation (SABR) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Seeking Alpha· 2026-03-03 19:42
Core Viewpoint - The company has implemented a shareholder rights plan in response to a significant accumulation of shares by Constellation, a shareholder of Sabre, to protect both the company and its shareholders [1] Group 1: Shareholder Rights Plan - The recent shareholder rights plan was announced following a notable increase in shareholding by Constellation [1] - The action taken is aimed at safeguarding the interests of the company and its shareholders [1] - The company has received generally favorable feedback from investors and analysts regarding this decision [1]
Kushner's Thrive, Andreessen Lead Anduril Fundraising Round
Bloomberg Television· 2026-03-03 19:16
Well, breaking just now, Josh Kushner's Thrive Capital and venture for him and Hordern, which are co leading a fundraising round for that could nearly double the defense tech start ups evaluation. Bloomberg's Ed Ludlow broke the news, and he joins us now. So a $4,000,000,000 round, Ed.I thought $8,000,000,000 was what the company was going to raise. Yeah. So the the status of it is that it is Thrive Capital, and and Andrew O'Dinz is leading a $4,000,000,000 raise.The the post money valuation around $60,000, ...
X @Forbes
Forbes· 2026-03-03 17:11
Apple announced a new generation of lightweight MacBook Air and high-powered MacBook Pros, hiking prices by as much as $400 as the tech industry faces a memory-chip shortage and rising component costs tied to AI-fueled demand.Read more: https://t.co/W87ASAQuwFPhoto: Annice Lyn via Getty Images ...
Higher Income or Ironclad Safety? VCIT vs. IEI
Yahoo Finance· 2026-03-03 17:07
The Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT) and iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI) diverge meaningfully on cost, yield, portfolio risk, and underlying bond exposure, with VCIT emphasizing investment-grade corporates and IEI focusing on U.S. Treasury securities. Both VCIT and IEI target intermediate-term U.S. fixed income, but their makeup and risk/return profiles differ. VCIT invests in investment-grade corporate bonds, aiming for moderate income and diversification, while ...
Trimble (NasdaqGS:TRMB) FY Earnings Call Presentation
2026-03-03 14:15
Raymond James 47th Annual Institutional Investors Conference March 2026 Trimble Inc. © 2026 Trimble Inc. All Rights Reserved. Forward-Looking Statements Certain statements made in this presentation and any subsequent Q&A period are forward-looking statements, within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and are made pursuant to the safe harbor provisions of the Securities Litigation Reform Act of 1995. These statements include expectations about our future financial ...
US Stocks Today | Wall Street futures slide as Middle East conflict stokes inflation worries
The Economic Times· 2026-03-03 11:37
Tehran's threat to attack any vessel attempting to transit the Strait of Hormuz, combined with production halts by several Middle Eastern oil and gas producers, has driven global shipping rates higher and pushed up crude and natural gas prices. The strait, a critical chokepoint, carries roughly one-fifth of the world's total oil consumption. Industries such as airlines and travelthat are exposed to crude prices were knocked back for a second day. Delta and Royal Caribbean fell about 4% each. "Much will ...