与「Siege」相关的搜索结果

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. The U.S. reportedly offered Iran a deal to halt the siege and lift sanctions in exchange for reopening the Strait of Hormuz and ending proxy attacks, according to Al Arabiya. Axios also reports that Rubio told several foreign counterparts the U.S. does not plan new strikes on Iran for now, with pressure shifting toward the naval blockade and new sanctions campaign instead. Crude Oil fell 4% and the 10-year treasury bond fell from 4.72% to 4.62%. 2. Global physical gold-backed ETFs $GLD attracted $6.4B of inflows last week, their largest weekly intake since January and the 3rd-largest weekly inflow on record. North America led with $4.4B, followed by Europe at $1.7B and Asia at $300M. This marked the 7th straight week of inflows, with global gold ETFs pulling in $16.4B over that stretch. Total AUM in global gold ETFs rose by $33B last week to $615B, the highest level since the second week of May. 3. Intuit $INTU reported Q4’26 revenue of $4.4B, beating estimates of $4.27B and up 14% YoY. Adjusted EPS came in at $4.03 versus $3.58 expected. Global Business Solutions revenue rose 14% YoY to $3.4B, the Online Ecosystem grew 17% YoY to $2.6B, Consumer revenue increased 14% YoY to $930M, and Credit Karma revenue rose 16% YoY to $743M. For FY27, Intuit guided revenue to $23.3B–$23.5B versus $23.72B expected, while adjusted EPS guidance of $22.88–$23.12 came in well below the $27.32 estimate. The company also raised its dividend 15% YoY to $1.38/share, bought back $5.5B of stock, and has $7.9B remaining on its authorization. Management said its strategy is to win as an AI-driven expert platform while staying disciplined on investments and scaling its big bets. 4. President Trump said the U.S. Navy has removed and/or detonated all mines from international waters in the Strait of Hormuz. He said Iran has been notified that any ship or boat placing new mines will be “immediately and systematically destroyed.” Trump added that Space Force is monitoring every square inch of the Strait, along with Pickaxe Mountain and the three previously destroyed nuclear sites, and said a “Zero Tolerance” policy on mine placement is now in full effect. 5. Canada is responding to U.S. tariffs with new tariffs of its own. The country is raising steel tariffs to 50% from 25%, while roughly 700 products will face new tariff rates of 15%, 25%, and 50%. The measures are set to take effect on September 8, marking another escalation in the U.S.–Canada trade dispute. 6. Anthropic is expected to tell IPO investors its total addressable market exceeds $30T, topping SpaceX’s $28.5T estimate, according to WSJ. The figure represents the potential value of work Anthropic believes AI models could eventually perform, not a direct revenue forecast. Anthropic generated $11.6B in Q2 revenue and could seek to raise as much as $100B at roughly a $2T valuation. IPO documents are expected within weeks, potentially setting up a September or early October listing. 7. OpenAI’s data-center head Chris Malone left the company last week, according to WSJ. Malone joined in March 2025 shortly after Stargate was announced and played a key role overseeing OpenAI’s massive data-center buildout. He previously led data-center strategy at Meta and earlier worked on data-center technology at Google. The departure comes just weeks after OpenAI also replaced its chief revenue officer, adding another senior leadership change as the company races to scale infrastructure, revenue, and compute capacity. 8. ClickHouse has surpassed $350M in annual recurring revenue, up 40% since May, as AI agents drive demand for database and observability infrastructure. OpenAI’s usage has reportedly grown roughly 10x over the past year to more than 30 petabytes of data per day, or around 30T events daily. OpenAI has also shifted parts of its log-management workload from Datadog to ClickHouse over the past year. ClickHouse was valued at $15B in January and says gross margins currently range from 50%–70%. Earlier this year, the company acquired Langfuse to expand deeper into monitoring AI applications and agents. Nebius $NBIS owned a 28% stake in ClickHouse as of May 2025, though that stake has likely been diluted by subsequent fundraising. 9. JPMorgan reiterated its Overweight rating on SpaceX $SPCX with a $240 price target, saying the company’s AI ambitions are coming into sharper focus and that it is increasingly positive on Grok. The firm highlighted SpaceX’s completed acquisition of Cursor on 8/14 as an important step in building enterprise AI capabilities. Cursor brings roughly $4B of ARR as of June 2026, with about 75% coming from businesses, which JPMorgan says should help streamline go-to-market and provide valuable model-training data. The firm also said Cursor data is already showing up in Grok’s supplemental training, with tangible improvements in recent model performance. 10. OpenAI says its new Broadcom-built Jalapeno AI chip outperformed Nvidia $NVDA GB300 in both throughput per watt and response latency during internal testing, according to Bloomberg. The chip is built specifically for inference, not training, and runs at roughly 700 watts. OpenAI plans to begin deploying Jalapeno for its models later this year, saying the performance gap widened on larger workloads, including Moonshot’s Kimi model, and that the chip has also performed well on unreleased OpenAI models. The key caveat is that Jalapeno was tested against GB300, not Nvidia’s newer Vera Rubin generation. OpenAI says a second-generation chip is already nearing tape-out, while work on a third generation has begun. 11. The top 10 most active options today by contracts traded were $NVDA with 1.8M contracts, $TSLA with 1.8M contracts, $AAPL with 636K contracts, $SPCX with 548K contracts, $INTC with 540K contracts, $AMZN with 498K contracts, $MU with 483K contracts, $AMD with 403K contracts, $PLTR with 361K contracts, and $SOFI with 359K contracts. 12. Raymond James raised its Nvidia $NVDA price target to $352 from $330 and reiterated a Strong Buy rating. The firm says Nvidia’s CPU opportunity is becoming more important, especially for agentic AI workloads, even though CPUs are only about 3% of sales today. Raymond James expects CPU revenue to reach roughly 5% of total revenue by CY28 and believes Nvidia could potentially become the world leader in CPU revenue within several years. The firm also argued the stock remains inexpensive, trading at less than 15x CY27 GAAP earnings, below the S&P 500 at 18.6x, despite sales and net income growth still expected to exceed 20% in CY28. Its new $352 target is based on a 22x multiple on CY28 estimates, which Raymond James views as conservative given Nvidia’s leadership, CUDA moat, GPU performance, free cash flow, and history of trading at much higher multiples. WALL STREET IS THE GREATEST SHOW ON EARTH.

Buy Crypto NOW.. Or You’ll Regret It By Friday!? Jeremy Siegel, professor emeritus of finance at University of Pennsylvania’s Wharton School of Business and WisdomTree chief economist tells CNBC that Fed Chair Kevin Warsh will NOT raise interest rates before midterms. "I'm not a fan of the Bessent twist. I didn't think the markets were unruly or needed that extra liquidity." "If Warsh does that I think we could get a big rally there on Friday."

Ode with Anthropic：A社也出FDE公司了 企业都知道AI有用，难的是落地，中型公司最缺的是既懂前沿模型又懂业务实现的工程团队，这种人才过去基本只存在于AI实验室内部。Ode就是为填这个缺口而生：Anthropic、Blackstone、Hellman & Friedman三方发起，投资方阵容还包括高盛、General Atlantic、Apollo、GIC、红杉等一线机构。 企业可以直接雇到一支“前沿AI交付队”：他们与CEO和各部门共同定义最高优先级的AI项目，用Claude把方案做成可运行的系统，覆盖金融、医疗、零售、制造、软件等行业，强调以结果为导向。 公司底子是2026年5月被收购的应用AI服务商Fractional AI，其创始人Chris Taylor、Eddie Siegel分别出任CEO和CTO，团队与Anthropic工程师共同构成运营核心，成员多为前技术创业者、有十年以上工程经验。 模型公司下场做服务，是把“卖token”升级成“卖转型结果”，对咨询公司是个明确的威胁信号。

Le vrai tabou sur l’immigration, ce n’est pas l’insécurité. C’est la productivité. Avant-hier soir, repas de famille. Je discute avec ma mère de mon job alimentaire du week-end à l’usine. Beaucoup d’étrangers, issues du Maghreb et d’Afrique subsaharienne. Je lui dis ce que beaucoup de gens voient sur le terrain, mais n’ont plus le droit de formuler : l’immigration n’apporte pas seulement de la main-d’œuvre. Elle apporte aussi un rapport culturel au travail très différent : rapport aux horaires, cadence, prise d'initiative, niveau d'exigence.... C'est sans doute pour cela que la productivité stagne voir baisse. Ma mère, boomeurse, retraitée de l'éducation nationale : « Attention, c’est pas si simple que ça. » Bah oui. C’est jamais simple. Surtout quand ça fait 25 ans que tu n’es plus confrontée au travail réel. Et là, le comique de situation : je n’étais même pas seul à le dire. Agathe, la copine de mon neveu, 22 ans, en formation management, faisait exactement le même constat dans un autre secteur. Elle est en alternance dans une boîte d’aide à la personne : 500 clients, 50 salariés. Elle explique que quand une intervenante doit être chez Madame Dupont, 87 ans, à 8h30 et qu’elle arrive à 10h... bah Madame Dupont appelle le siège à 8h32 en gueulant. Mais la petite Fatima qui va faire le ménage chez Mme Dupont, elle comprend pas où est le problème. Elle allait arriver... Dit comme ça, c’est presque drôle. Mais derrière, il y a tout le réel. La cliente paie. Elle attend quelqu’un à l’heure. Elle veut un travail fait correctement. Elle veut une personne fiable. Bref, elle attend encore les vieux standards français. Et cette jeune manageuse en herbes disait exactement ce que je vois à l’usine : il y a évidemment des problèmes avec du personnel d’origine française mais globalement il y a souvent une difficulté culturelle au travail avec beaucoup de personnes issues de cultures maghrébines ou africaine. On peut faire semblant de ne pas le voir. Mais ceux qui organisent les plannings, tiennent les équipes, rattrapent les erreurs et gèrent les clients le voient très bien. Le slogan “l’immigration est une chance pour l’économie” devient trop court. Une chance pour remplir un planning ? Peut-être. Une chance si ça fait baisser le niveau moyen d’exigence ? Beaucoup moins. Une économie ne repose pas seulement sur des postes occupés. Elle repose sur une culture du travail. Et cette culture n’est pas universelle. Toutes les cultures ne transmettent pas le même rapport à l’effort. Toutes les cultures ne transmettent pas le même rapport au travail bien fait. Ce n’est pas raciste de dire ça. C’est même l’inverse, c'est admettre des différences culturelles et éducationelles. A l'inverse, hier, nous avons fait une journée de travaux avec mes enfants. 9h-18h, à leur faire charier des gravats... Une heure de pause. Ils ont entre 13 et 16 ans. Je suis noires, ils sont métis. Donc non, le sujet n’est pas la couleur. Le sujet, c’est ce qu’on transmet. Chez nous, on transmet : tu tiens, tu finis, tu fais propre, tu ne chouines pas, tu respectes ton travail et le travail des autres. La productivité d’un pays commence là. Dans la culture de l’exigence. Une économie ne tient pas avec des bras interchangeables. Elle tient avec des gens à qui l’on a appris à tenir debout.

In nominating Jay Clayton, the US attorney for the Southern District of New York, as director of national intelligence, Donald Trump now hopes to advance two important goals Photo: Jefferson Siegel/The New York Times/Redux/Eyevine

La Cathédrale de Strasbourg après une séance nourrie de choucroute. l'Alsace, un partenaire privilégié pour les investisseurs 🇯🇵 et siège du Human Frontier Science Program, une initiative 🇯🇵🤝🇫🇷 visant à élucider le mécanisme des organismes de la vie.

Une fille aux États-Unis rencontre en vrai un homme avec qui elle parlait en ligne depuis plusieurs jours, mais elle découvre sur place que c’est en fait son petit ami, ce qui la choque. Le jeune homme, lui, est encore plus surpris quand il apprend que sa copine avait accepté un plan suspect dans un parc avec des sièges de voiture inclinés.

Tim Sweeney, CEO of Epic Games, is criticizing Steam again over court documents claiming Valve pressured Ubisoft over a cheaper version of Rainbow Six Siege sold on its own store. Sweeney says a dominant store taking a 30% cut can bully developers into not passing savings to customers on competing platforms with lower fees. “Is this the ‘fair competition’ praised by recent articles? If a store with dominant market share taking a 30% cut can bully developers into not passing on savings to customers on competing stores with lower fees, then competition doesn’t stand a chance.”

Newly revealed court documents from an ongoing antitrust lawsuit claim that Valve once threatened to remove Rainbow Six Siege from Steam after Ubisoft tried selling the game at a lower price on its own storefront, Uplay. According to the reports, Ubisoft introduced a cheaper “Starter Pack” version of Rainbow Six Siege outside of Steam. Valve allegedly warned Ubisoft that the game could be removed from Steam if the pricing difference wasn’t addressed. Ubisoft changed course, and the game remained on the platform.

🚨UBISOFT Breach Details: • Ubisoft was hacked, forcing Rainbow Six Siege servers offline • Hackers gained access to internal systems • Players randomly received billions of R6 credits • Rare / unreleased skins were unlocked on some accounts • $13 million real value in virtual currency given out by the breach. • Accounts were banned & unbanned without reason • Rumours claim up to 4 different hacker groups were involved • Ubisoft confirmed it was a security breach, not a bug • Servers were shut down to contain the damage • Ubisoft says players won’t be punished • All illegitimate items & credits will be rolled back