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Yahoo Finance

OpenAI’s CFO Explains What Drove Its Blockbuster Quarter

AI 摘要 OpenAI’s recent performance highlights a shift toward a balanced business model, with enterprise revenue doubling quarter-over-quarter to reach 50% of total income. This growth is driven by specialized products like coding, cyber security, and virtual assistants, which increase…

  • ARR (Annualized Revenue Run Rate)
  • Astra
  • Dots

English摘要 · 转录

Morgan Stanley

Big Political Shift, Narrow Economic Impact

AI 摘要 The recent U.S. midterm elections, while resulting in a Democratic sweep of Congress, present a narrower macroeconomic impact than the political headlines suggest. Because the President retains authority over tariffs, immigration, and deregulation, legislative shifts will likely…

  • Macroeconomic
  • Midterm Elections
  • Executive Authority

English摘要 · 转录

边角聊

204 王公、革命和冷战：中欧历史巡礼之旅

AI 摘要 中欧历史圣地巡礼将阅读经验与实地探访深度结合，通过对哈布斯堡王朝遗迹及相关历史人物故居的考察，重构对欧洲历史的认知。维也纳作为核心枢纽，不仅承载了斯大林、托洛茨基等历史人物的早期生活痕迹，更通过美景宫等建筑展现了帝国余晖与当代政治记忆的交织。探访斐迪南大公后人的私人城堡，揭示了贵族阶层在帝国解体后的生存状态与历史负担。布达佩斯与布拉格的城市面貌则呈现出不同的历史积淀与现代商业化转型，反映了苏东地区在冷战后对古典主义与现代建筑风格的复杂取舍。这种实地考察超越了宏大叙事，通过具体的历史现场与当代生活细节，赋予了历史遗迹鲜活的生命力。

  • 哈布斯堡
  • 《世纪末的维也纳》
  • 斐迪南大公

2:00:06Chinese摘要 · 转录

Bloomberg Podcasts

CoreWeave Shares Soar After AI Computing Firm Eases Debt Fears | Bloomberg Intelligence

AI 摘要 CoreWeave’s stock experienced a relief rally following earnings, though concerns regarding its significant debt and capital expenditure requirements persist. Meanwhile, Anthropic’s IPO roadshow shows strong institutional demand, with the company seeking a $1.4 trillion…

  • CoreWeave
  • NeoCloud
  • CapEx (Capital Expenditure)

English摘要 · 转录

Bloomberg Podcasts

Huang's Ties to Trump Under Scrutiny After Spy Claim

AI 摘要 The intersection of national security, artificial intelligence, and U.S.-China relations centers on the Trump administration's handling of Nvidia and its CEO, Jensen Huang. President Trump maintains a hands-on, personal approach to AI oversight, viewing the technology as a…

  • Nvidia
  • Megaspeed
  • Jensen Huang

English摘要 · 转录

更多新节目

全部 英文 中文
  1. The Macro Minute: What Does Japan’s September CPI Data Mean for Investors?

    42 Macro

    摘要
  2. The AI Trade is Unwinding and Bonds are Soaring. Is This the Turn?

    tastylive

    摘要
  3. Saudi Aramco Said to Order HQ Evacuation, Oil Prices Set for Weekly Gain

    Bloomberg Television

    摘要
  4. NVIDIA GTC Berlin 2026 Keynote With CEO Jensen Huang

    NVIDIA

    摘要
  5. Al bear says we should let OpenAl and Anthropic die

    Yahoo Finance

    摘要
  6. Trump, Zelenskyy, and the Inescapable Ukraine Stalemate

    Geopolitical Futures

    摘要
  7. Nothing broke, 5% is not high, and this is 1998 | Market Hang

    Yahoo Finance

    摘要
  8. Will France blow up the euro zone? | The Economist

    The Economist

    摘要
  9. Oil Pricing Is Going Crazy || Peter Zeihan

    Zeihan on Geopolitics

    摘要
  10. Ep. 381: Tomasz Nadrowski on Energy Chokepoints, Asymmetric Warfare, and Critical Minerals

    Macro Hive

    摘要
  11. October Fed Meeting Preview: A Pause Is Still a Recalibration

    PIMCO U.S.

    摘要
  12. AI Tech Fears Push Global Credit Spreads to 17-Month High

    Bloomberg Podcasts

    摘要
  13. Jeffrey Sherman on AI Debt Issuance and the Stress in Triple C | Bloomberg

    DoubleLine Capital

    摘要
  14. Dudley Sees Fed Likely to Hold With a Hike Coming in December

    Bloomberg Television

    摘要
  15. Rational Dissent Episode 014. Inflation is Still the Problem

    Bianco Research

    摘要
  16. The Only Way Out Is Through | Weekly Roundup

    Forward Guidance

    摘要
  17. Meta Is in SERIOUS Trouble (And Wall Street Is Freaking Out)

    Eurodollar University

    摘要
  18. Why Investors Are Reducing AI Exposure

    Goldman Sachs

    摘要
  19. $2 Trillion Debt Wave To Crush Markets, Economy, Here's When | Michael Howell

    David Lin

    摘要
  20. Oil Prices Could Crash — Diesel Might Not with Rory Johnston and Mikkel Rosenvold

    Real Vision

    摘要
  21. Why Oil Prices Are Surging Despite Recovering Supply

    Goldman Sachs

    摘要
  22. One Global Shock, Different Rate Paths

    Thoughts on the Market

    摘要00:11:33
  23. Free AI Skills Find Your Amazon PPC Wasted Spend & N-Grams [The PPC Den Podcast 406]

    The PPC Den: Amazon PPC Advertising Mastery

    摘要00:33:35
  24. Platinum songwriter Jimmy Webb

    Fresh Air

    摘要44 min
  25. KUMA美股投資EP65-大象一直都在

    KUMA熊美股筆記

    摘要52 min
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