Tobias

  • Ele.me Announces Algorithm and Labor Rule Agreement, Praised by Shanghai Trade Union for Substantial Content and Value

    Ele.me, an Alibaba subsidiary, and the Shanghai Trade Union Council have reached a nationwide agreement on algorithm and labor rules for its delivery operations throughout 2025. Covering over 4 million workers, the agreement addresses concerns about compensation, rest periods, safety, and welfare, incorporating feedback from riders. It follows an initial Shanghai agreement and aims to improve working conditions and protect gig workers’ rights amid increasing scrutiny of algorithm-driven labor practices. The agreement’s success hinges on effective implementation and enforcement, potentially serving as a model for other platforms.

    2025年9月10日
  • Qualcomm and BMW Collaborate on Autonomous Driving Tech; CEO Hints at Future Partnerships

    Qualcomm is expanding beyond smartphone chips into the automotive sector, showcased by its Snapdragon Ride Pilot system co-developed with BMW. The Level 2+ autonomous driving system, debuting in the BMW iX3, allows hands-free driving on certain roads. Qualcomm CEO Cristiano Amon anticipates significant interest from other automakers seeking to license the technology, heralding it as a potential “domino effect.” Qualcomm projects $8 billion in automotive revenue by 2029, driven by its comprehensive, integrated platform for autonomy and its strategic partnerships.

    2025年9月10日
  • Influencer “Chai Duidui” Detained by Police, Investigation Launched: Allegations of Smearing Pang Donglai

    Chinese influencer “Chai Dui Dui” (Chai Xiangqian) is under investigation for allegedly producing and selling counterfeit products. The Pingyang County Public Security Bureau is handling the case, prompted by reports and confirmation of Chai’s detention. The Cyberspace Administration of China had previously criticized Chai for spreading false information and damaging a company’s reputation via Douyin and Xiaohongshu. Further, a company linked to Chai’s wife was fined for false advertising. This case highlights increased scrutiny and regulation of China’s influencer economy and the potential penalties for misleading marketing practices.

    2025年9月9日
  • Klarna IPO Priced at $40, Exceeding Expectations

    Klarna, the BNPL giant, priced its IPO at $40 per share, valuing the company at $15 billion. It raised $1.37 billion and will list on the NYSE as “KLAR.” The IPO reflects cautiously optimistic sentiment towards tech listings, despite economic uncertainty and competition. Klarna is expanding beyond BNPL to become a digital retail bank. While the company reported a recent net loss, revenue grew 20% year-over-year. $1.17 billion of the IPO proceeds will go to shareholders, and $200 million will go to the company.

    2025年9月9日
  • Jinjiang and JD.com Announce Comprehensive Partnership: 7 Fresh Chef Kicks Off First Phase in Beijing

    Jinjiang Hotels and JD.com have formed a strategic partnership to transform the hotel experience. Key initiatives include integrating JD.com’s AI-powered “7 Fresh Chef” into Jinjiang Hotels, starting with a Beijing pilot in October, to offer personalized dining. The partnership also integrates Jinjiang Hotels into JD.com’s travel platform with a zero-commission policy and real-time data exchange. Additionally, they plan to create a unified loyalty program and explore corporate travel services for JD.com’s employees, while establishing a B2B platform to streamline supply chains.

    2025年9月9日
  • Oracle Projections Analysts Stunned: “We’re All Kind of in Shock.”

    Oracle’s stock surged 28% after hours following its earnings call, driven by optimistic forward-looking projections for its cloud infrastructure business and new AI deals. Analysts were “blown away” by the anticipated 77% revenue increase in cloud infrastructure. Oracle also announced multi-billion-dollar contracts, including a collaboration with OpenAI to develop data center capacity and a substantial increase in remaining performance obligations, signaling strong future revenue. The company’s strategic focus on technology and networking, rather than owning data center buildings, also contributed to the positive outlook.

    2025年9月9日
  • Apple Hikes Pro iPhone Price in U.S., First Time Since 2017

    Apple has strategically adjusted iPhone pricing, increasing the iPhone 17 Pro’s starting price to $1,099 and introducing the iPhone 17 Air at $999. These changes address escalating input costs and tariff challenges, despite supply chain diversification. To offset the price increase, base iPhone 17 models now offer 256GB of storage. While the standard iPhone 17 and Pro Max prices remain stable, storage upgrades still boost revenue. Apple maintains consistent pricing for AirPods and Apple Watch, reinforcing brand value.

    2025年9月9日
  • Google Cloud’s AI Monetization Strategy Explained

    Google Cloud’s CEO Thomas Kurian says the division is already profiting significantly from AI investments. At a recent conference, Kurian outlined monetization strategies including consumption-based pricing for AI infrastructure (GPUs, TPUs, models via “tokens”) and subscription models for services like cybersecurity and Google Workspace. Upselling to higher-priced AI tiers also contributes to revenue growth. Google Cloud’s customer commitment backlog is at $106 billion, and it secured a $10 billion cloud contract with Meta. Cloud revenue grew 32% year-over-year in the latest quarter.

    2025年9月9日
  • Apple Shares Plunge After iPhone 17 Launch

    Apple stock reversed gains after unveiling the iPhone 17 series, including the iPhone 17, iPhone Air, iPhone 17 Pro, and iPhone 17 Pro Max. The launch highlighted the iPhone Air, Apple’s thinnest device, with a throttled A19 Pro chip and eSIM-only support. Prices range from ¥5999 to a record ¥17999 for the top-tier iPhone 17 Pro Max. Pre-orders begin September 12th, sales on September 19th. Analysts are monitoring consumer reaction to the higher prices and eSIM reliance.

    2025年9月9日
  • Oracle (ORCL) Q1 2026 Earnings Report

    Oracle shares surged after hours due to optimistic growth projections driven by new cloud contracts, overshadowing slight earnings and revenue misses. Q1 revenue rose 12% to $14.93 billion. Remaining Performance Obligation skyrocketed 359% to $455 billion, fueled by deals like OpenAI’s 4.5 gigawatt data center agreement. Oracle is leveraging AI, integrating Google’s Gemini, and launching Oracle AI Database. Cloud infrastructure revenue grew 55%. Oracle projects significant revenue growth through 2030, with substantial capital expenditure increases planned.

    2025年9月9日