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Wall Street Breakfast Podcast: Kenvue In Focus
Seeking Alpha· 2025-09-23 10:33
skhoward/iStock Unreleased via Getty Images Listen below or on the go on Apple Podcasts and Spotify Kenvue stock rebounds after Trump administration warning on Tylenol. (00:22) Boeing (BA) grabs largest-ever order from Uzbekistan Airways for up to 22 Dreamliners. (01:25) Meta (META) takes on Bumble (BMBL), Tinder (MTCH) owner with new FB Dating features that will end 'swipe fatigue.' (02:05) This is an abridged transcript. After dropping 7.5% on Monday, Kenvue (KVUE) is up 6% in premarket action. The ...
重磅突发!美联储降息大消息
天天基金网· 2025-09-23 01:24
牛市来了还没上车?上天天基金APP搜索777注册即可领500元券包,优选基金10元起投!限 量发放!先到先得! 美联储哈克表示,可能会看到通胀继续上升,4.3%的失业率相当健康。 美东时间9月22日(周一),美股收高,三大股指连续第三个交易日齐创盘中与收盘历史最高 纪录。英伟达计划向OpenAI投资1000亿美元。金价涨约1.7%,逼近3750美元,创历史新 高。 美联储理事米兰表示,当前的利率水平"非常具有限制性",联邦基金利率适当水平大约在2% 至2.5%,几乎比当前水平低两个百分点。美联储仍致力于将通货膨胀率持续稳定在2%的水 平。 美股再创新高 米兰表示,最好迅速将政策调整至中性水平,但对当前政策状况并不"恐慌";50个基点的系 列降息将 "重新调整" 政策。在大幅降息之后,预计2026年和2027年将进一步小幅降息。 截至收盘,道指涨0.14%,标普500指数涨0.44%,纳指涨0.7%。美国三大股指续创收盘新 高。 圣路易斯联储主席穆萨莱姆强调,目前利率水平已处于"略微紧缩与中性之间",未来进一步 降息的空间有限。 亚特兰大联储主席博斯蒂克表示,他目前不支持进一步降息,因为"通胀已 长时间维持在过 ...
凌晨重磅!美联储,降息大消息
中国基金报· 2025-09-23 00:11
【导读】美股再创新高,金价持续走高; 美联储理事米兰表示, 最好迅速将政策调整至中性水平 中国基金报记者 赵刚 美东时间9月22日(周一),美股收高,三大股指连续第三个交易日齐创盘中与收盘历史最高纪录。英伟达计划向OpenAI投资1000亿美 元。金价涨约1.7%,逼近3750美元,创历史新高。 美股再创新高 美联储哈克表示,可能会看到通胀继续上升,4.3%的失业率相当健康。 美联储理事米兰表示,当前的利率水平"非常具有限制性",联邦基金利率适当水平大约在2%至2.5%,几乎比当前水平低两个百分点。美 联储仍致力于将通货膨胀率持续稳定在2%的水平。 米兰表示,最好迅速将政策调整至中性水平,但对当前政策状况并不"恐慌";50个基点的系列降息将 "重新调整" 政策。在大幅降息之 后,预计2026年和2027年将进一步小幅降息。 圣路易斯联储主席穆萨莱姆强调,目前利率水平已处于"略微紧缩与中性之间",未来进一步降息的空间有限。 亚特兰大联储主席博斯蒂克 表示,他目前不支持进一步降息,因为"通胀已长时间维持在过高水平"。 巴克莱欧洲股票策略主管Emmanuel Cau表示:"在我们看来,鉴于美股处于高位,并且利率市场 ...
8点1氪丨英伟达拟向OpenAI投资至多1000亿美元;万豪酒店承认拖鞋循环多次使用;“最快女护士”张水华发文道歉
3 6 Ke· 2025-09-23 00:04
OpenAI与英伟达宣布合作伙伴关系意向书,英伟达将逐步向OpenAI投资至多1000亿美元 当地时间9月22日,OpenAI与英伟达宣布建立合作伙伴关系的意向书。英伟达有意将逐步向OpenAI投资至多1000亿美元,用于 支持数据中心及相关基础设施建设。双方合作将为OpenAI的下一代人工智能基础设施部署至少10吉瓦的英伟达系统,首批吉瓦 级英伟达系统将于2026年下半年部署。两家公司将于未来数周内敲定合作细节。(智通财经) 常州万豪酒店被曝拖鞋回收后重复使用,卫监所介入调查 罗永浩再次回应债务问题,其作为被执行人冻结股权总额约为1758万元 太二酸菜鱼等多款预制菜在山姆上架 百果园拟筹约3亿元还债,半年亏损超3亿、一年关店超1600家 贵州茅台否认将下调今年业绩目标,上半年已按计划完成目标进度 产业链人士证实:目前OpenAI已就相关项目与国内供应链展开合作 9月21日,有住客在网上反映江苏常州万豪酒店循环使用一次性拖鞋,肉眼可见拖鞋已经起球还沾着睫毛,住客向服务员提出异 议后,对方送过来一双崭新的拖鞋。 同日,常州市卫生监督所及新北区卫生监督所已介入调查,表示若拖鞋标注为一次性拖鞋,则严禁重复使用;如非 ...
S&P 500 Gain & Losses Today: Oracle, Nvidia Shares Advance; Kenvue Stock Slips
Investopedia· 2025-09-22 21:20
Core Insights - Nvidia's investment of up to $100 million in OpenAI has boosted optimism in the artificial intelligence sector, contributing to record highs in major U.S. equity indexes [3][7] - Teradyne's shares surged 13% following a price target increase by Susquehanna Financial, driven by strong demand trends and partnerships with Taiwan Semiconductor Manufacturing Company [4][8] - Oracle's shares rose 6.3% after being confirmed as part of a consortium to control TikTok's U.S. operations, alongside leadership changes within the company [5] - Moderna's shares increased by 5.2% after the CDC's vaccine panel updated its recommendations regarding COVID vaccinations [6] - Kenvue's shares dropped 7.5% due to reports linking Tylenol use during pregnancy to autism, despite the company asserting no scientific link [10] - Westinghouse Air Brake Technologies (WAB) shares rose 4.9% following a $4 billion deal to supply locomotives to Kazakhstan's national railway [9] Company-Specific Developments - Nvidia's stock rose 4% as it announced plans to invest significantly in AI, reflecting a broader trend of tech stocks performing well [3] - Teradyne's strong performance is attributed to its role in semiconductor testing and partnerships with major industry players [4] - Oracle's leadership transition to co-CEOs and its involvement with TikTok has positively impacted its stock performance [5] - Moderna's stock gain is linked to the CDC's revised guidance on COVID vaccinations, indicating a potential shift in public health policy [6] - Kenvue's stock decline highlights the impact of regulatory announcements on consumer health companies [10] - WAB's contract for locomotives indicates a positive outlook for the rail equipment sector amid increasing infrastructure investments [9]
X @TechCrunch
TechCrunch· 2025-09-22 20:30
Facebook Dating's AI assistant is supposed to help users build their profiles and find the matches they're looking for. https://t.co/srRwGqww4E ...
Facebook is getting an AI dating assistant
TechCrunch· 2025-09-22 20:27
Group 1: Meta's New AI Features - Meta is introducing an AI assistant to Facebook Dating to help users find better matches tailored to their preferences [1] - The AI can assist users in refining their profiles and suggest specific types of matches, such as "a Brooklyn girl in tech" [1] - A new feature called Meet Cute aims to reduce "swipe fatigue" by providing users with a weekly surprise match based on algorithmic selection [1] Group 2: User Growth and Market Position - Facebook Dating has seen a 10% year-over-year growth in matches among adults aged 18 to 29, with hundreds of thousands of new profiles created monthly [2] - Despite this growth, Facebook Dating's user base remains small compared to competitors like Tinder, which has approximately 50 million daily active users, and Hinge, which has around 10 million [2] Group 3: Industry Trends and Competitor Actions - AI features are becoming standard in mainstream dating apps, with newer apps like Sitch also incorporating AI to differentiate themselves [3] - Match Group, which owns Tinder and Hinge, has invested over $20 million in AI, partnering with OpenAI to enhance its offerings [3] - Recent AI features from Match Group include an AI photo selector for Tinder and AI-powered matching capabilities [4] Group 4: Future of AI in Dating - Bumble has also introduced AI features, with its founder suggesting the potential for personal "AI concierges" to assess compatibility through AI-driven dates [6]
Meta takes on Bumble, Tinder owner with new FB Dating features that will end 'swipe fatigue' (META:NASDAQ)
Seeking Alpha· 2025-09-22 20:01
Social media and tech giant Meta Platforms (NASDAQ:META) has introduced two new features to its Facebook Dating service, which the company claims will prevent users from getting the "swipe fatigue." In its blog post on Monday, Meta said it has created ...