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JM Smucker eliminates COO as part of leadership restructuring
Yahoo Finance· 2026-02-10 11:00
This story was originally published on Food Dive. To receive daily news and insights, subscribe to our free daily Food Dive newsletter. J.M. Smucker is restructuring its top leadership to consolidate functions and double down on artificial intelligence, the Uncrustables maker said Tuesday.  The company will eliminate its chief operating officer position and give new management responsibilities to five senior executives. It is also creating the role of chief technology officer, whose responsibilities will i ...
摩根士丹利科技谈-Brian-Nowak前瞻META-GOOGL-AMZN-DASH与RDDT互联网公司财报
摩根· 2026-01-28 03:01
摩根士丹利科技谈:Brian Nowak 前瞻 META、GOOGL、AMZN、DASH 与 RDDT 互联网公 司财报 20260127 摘要 Meta 需明确阐述如何将长期模型产品化,尤其在商业消息、智能代理、 扩散模型、元 AI 及可穿戴设备等领域,以提升广告业务并开拓新的收入 增长点,市场关注其支出结构,但公司业务状况实则更健康,增长空间 更大。 谷歌核心搜索业务需实现显著超预期增长(如突破 15%达到 16%- 17%),才能推动估值模型调整并带动股价上涨。谷歌云预计全年增长 50%,但若搜索业务未因 AI 实现超预期增长,或资本支出增加而搜索营 收增长不足,可能下调 2027 年每股收益预期。 谷歌云(GCP)预计全年增长 50%左右,整个谷歌云业务板块全年增速 有望超过 40%,甚至可能达到 45%,关键驱动因素是需求强劲和客户 覆盖广度。最大风险并非需求,而是产能及数据中心投入使用速度。 AWS 第四季度基准预期同比增长 22%。Anthropic 使用定制 Renoir 芯 片,已部署百万片规模用于训练,AWS 未来几个季度或保持较快增速, 具体幅度取决于项目推进和芯片部署规模。OpenAI ...
X @The Economist
The Economist· 2025-12-06 20:40
One calendar by Bonne Maman, a jam brand, sells out in America every year; the brand has increased production by 400% since 2017 to meet demand. We explain why this festive tradition has taken off https://t.co/aosUYkkiwz ...