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CNBC Daily Open: The COP28 heat is on
  + stars: | 2023-11-30 | by ( Clement Tan | ) www.cnbc.com   time to read: +4 min
This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. The S&P 500 ticked down 0.09% to end at 4,550.58, and the Nasdaq Composite slipped by 0.16% to 14,258.49. The force is risingSalesforce shares rose 7% in extended trading on Wednesday after the cloud software vendor's third-quarter earnings topped analysts' estimates. [PRO] Beware crowded tradesThe S&P 500 is up more than 8% in November, putting it on track for its biggest monthly gain since July 2022.
Persons: Dow Jones, Jensen, Jensen Huang, CNBC's Andrew Ross Sorkin, Huang, Morgan Stanley, Russell Organizations: Expo, CNBC, Dow Jones, Dow, Nasdaq, Commerce Department, Gross, Federal Reserve, United Auto Workers, Detroit automakers, BMW, Honda, Hyundai, Mazda, Benz, Nissan, Subaru, Toyota, Volkswagen, Volvo, General Motors, Nvidia Locations: Dubai, United Arab Emirates, U.S, China
Sam Altman is back in charge of OpenAI but some employees are still feeling nervous, per Semafor. NEW LOOK Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. AdvertisementOpenAI's CEO Sam Altman may be back in charge but some employees are still feeling uneasy. According to one of the outlet's sources, rival AI company Cohere has received several inquiries from OpenAI employees in recent days. AdvertisementAI companies Hugging Face and Cohere told CNBC they've had more customer inquiries following Altman's ousting and reinstatement as CEO.
Persons: Sam Altman, , Semafor, Altman, We've, Sam, Cohere, Marc Benioff, Salesforce's Einstein, CNBC they've, Clément Delangue, OpenAI Organizations: Service, Salesforce's, CNBC Locations: OpenAI
OpenAI rivals say Sam Altman's ousting and reinstatement as CEO has created opportunities. Hugging Face and Cohere say they've had more customer inquiries following the chaos. Josh Gartner of Cohere told CNBC that clients want "reliable business solutions, not soap operas." AdvertisementOpenAI's rivals say the chaos of ousting Sam Altman as CEO only for him to return days later has helped them attract more interest from potential customers. "I think a lot of companies, organizations now are kind of wondering about the risk about outsourcing their AI to just one AI provider," Hugging Face CEO Clément Delangue told CNBC.
Persons: Sam Altman's, they've, Josh Gartner, Cohere, , Sam Altman, Altman, it's, Clément Delangue, Aidan Gomez, Martin Kon, Google's Anthropic, That's Organizations: CNBC, Service, Nvidia, Salesforce, Oracle Locations: Toronto, OpenAI
Chinese President Xi Jinping meets with Australian Prime Minister Anthony Albanese at the Great Hall of the People in Beijing, capital of China, Nov. 6, 2023. While trade compulsions have forced the Asia-Pacific nation to reach out to China, security concerns over Beijing's South China Sea claims have prevented a reset in ties. Trade talksPart of Beijing's calculus is rooted in Australia economic dependence on China. According to the Australian government, China is its largest trading partner, accounting for nearly a third of the country's total trade with the world. Australia is already closely watching potential flashpoints in the South China Sea, and in regard to Taiwan," Economist Intelligence Unit analysts said in a note.
Persons: Xi Jinping, Anthony Albanese, Ding Haitao, coronavirus, Darren Lim, Lee McLean, McLean, we've, Albanese, We've Organizations: Australian, of, People, Getty Images, Xinhua, Agency, Xinhua News Agency, Getty, Australian National University, Labor, Australia, U.S ., China Hub . Trade, CNBC, Sky News Australia, Economist Intelligence, U.S Locations: Beijing, China, Xinhua, Australia, Asia, Pacific, Canberra, U.S, South China, Taiwan, The Hague, Philippines
CNBC Daily Open: AI schadenfreude is real
  + stars: | 2023-11-29 | by ( Clement Tan | ) www.cnbc.com   time to read: +3 min
This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Munger's family said he died peacefully Tuesday morning at a California hospital, according to a press release from Berkshire Hathaway. Bob the builderDisney Chief Executive Officer Bob Iger told employees Tuesday during an internal town hall that he was looking forward to "building again" after spending 2023 mending parts of the business that "needed attention." [PRO] Defense winnersMany countries have beefed up their defense budgets as geopolitical threats mount in the Asia-Pacific region and elsewhere in the world.
Persons: China's CSI300, Korea's KOSPI, Munger, Charlie Munger, Warren Buffett's, Munger's, Berkshire Hathaway, Buffett, Bob, Bob Iger, Iger, Goldman, Apple, Goldman Sachs, CNBC's Leslie Picker, AllianceBernstein Organizations: CNBC, Hong, Nikkei, Federal Reserve, Berkshire Hathaway, Berkshire, Disney, ESPN, Apple Locations: Frankfurt, Germany, Hong Kong, Asia, Pacific, California
CNBC Daily Open: AI schadenfreude
  + stars: | 2023-11-29 | by ( Clement Tan | ) www.cnbc.com   time to read: +3 min
This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. U.S. Treasury yields dipped on Tuesday, with the yield on the 10-year note last down nearly 6 basis points at 4.33%. Amazon's AI pushAmazon's AWS cloud unit has announced new chips for customers to build and run artificial intelligence applications on, as well as plans to offer access to Nvidia's latest chips. However, the favorable backdrop for Wall Street may have fueled unsustainable gains for a slate of stocks.
Persons: Munger, Charlie Munger, Warren Buffett's, Munger's, Berkshire Hathaway, Buffett, Bob Iger, Iger Organizations: CNBC, Federal Reserve, Treasury, Dow Jones, Nasdaq, Berkshire Hathaway, Berkshire, Disney, ESPN, Microsoft, Federal, CNBC Pro Locations: Frankfurt, Germany, U.S, California
This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Mixed movesAsia-Pacific markets were mixed on Tuesday after U.S. stocks fell the day before as traders took a breather following a four-week winning streak for major averages. Shein IPOFast-fashion retailer Shein has confidentially filed to go public in the U.S. and is moving ahead with its long-awaited IPO, CNBC has learned. The Nasdaq last week launched new two-week options contracts that expire on Wednesdays based on a series of exchange-traded products.
Persons: Korea's KOSPI, Shein, Binance, Brian Armstrong, Armstrong, Morgan Stanley — Organizations: CNBC, Nikkei, Nasdaq, U.S . Department of Justice, U.S, Bank Locations: Asia, Pacific, Qatar, Israel, U.S, China, Iran, India
This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Shein IPOFast-fashion retailer Shein has confidentially filed to go public in the U.S. and is moving ahead with its long-awaited IPO, CNBC has learned. The last danceTikTok parent ByteDance is cutting hundreds of jobs in its gaming division, Nuverse, a person familiar with the matter told CNBC. CNBC Pro identifies where to get the biggest bang for your idle buck as 2023 winds down.
Persons: Shein, Binance, Brian Armstrong, Armstrong, Tencent, Nuverse, Haitham Al Ghais Organizations: National Retail Federation, CNBC, Dow Jones, Nasdaq, U.S . Department of Justice, U.S, Bank, of Petroleum, United Nations, United Arab, Federal Locations: New York, U.S, China, Iran, United Arab Emirates
Paris metro ticket price to double during 2024 Olympics
  + stars: | 2023-11-28 | by ( ) www.reuters.com   time to read: +2 min
REUTERS/Gonzalo Fuentes/File Photo Acquire Licensing RightsPARIS, Nov 28 (Reuters) - Paris metro ticket prices will almost double during the 2024 Olympics, the French capital region's president said on Tuesday, adding that residents with passes would be shielded from the temporary rise and visitors would be charged "a fair price". "During the Olympics and the Paralympics, the Ile de France region will dramatically increase its transport offer. "We're going to create a new pass, the Paris 2024 pass, that will allow visitors to travel through the whole Ile de France region. Last week, Paris mayor hit out at Pecresse, saying the French capital would not be ready in terms of transport. Pecresse said that it was crucial that the Paris region residents be spared.
Persons: Gonzalo Fuentes, Valerie Pecresse, Pecresse, Clement Beaune, it's, Julien Pretot, Lucien Libert, Alexander Smith, Pritha Organizations: French, REUTERS, Rights, Paris, Thomson Locations: Paris, France, Pecresse
Hugging Face CEO Clement Delangue (R) departs the closed-door "AI Insight Forum" outside the Kennedy Caucus Room in the Russell Senate Office Building on Capitol Hill on September 13, 2023 in Washington, DC. Artificial intelligence startup Hugging Face says it's seeing increased interest from potential customers following the chaos at rival OpenAI. "I think a lot of companies, organizations now are kind of wondering about the risk about outsourcing their AI to just one AI provider," Hugging Face CEO Clément Delangue said Tuesday on a call with reporters. Multiple companies told CNBC they'd considered switching from OpenAI to competitors' services as the confusion swelled inside the company. OpenAI has a unique structure in that the parent entity is a nonprofit, with a so-called capped-profit company underneath that umbrella.
Persons: Clement Delangue, Clément Delangue, Sam Altman, Josh Gartner, Gartner, CNBC they'd, Aidan Gomez, Martin Kon, OpenAI, Altman, Cohere, it's, Google's Bard, OpenAI's ChatGPT Organizations: Russell Senate, Companies, CNBC, Google, Nvidia, Salesforce, AMD, Intel, IBM, Qualcomm, Anthropic, Google's Locations: Russell, Washington ,, Toronto, OpenAI, New York, China
PARIS (AP) — The mayor of future Olympic host city Paris says she is quitting X, accusing Elon Musk 's platform previously known as Twitter of spreading disinformation and hatred and of becoming a “gigantic global sewer” that is toxic for democracy and constructive debate. Political Cartoons View All 1265 ImagesHer office said that Paris City Hall is keeping its own separate account on X.Hidalgo's withdrawal from X follows a fractious period for the mayor. Hidalgo said some transport options won't be ready for the July 26-Aug. 11 Olympics. Hidalgo's office said her decision to leave X was not in response to the recent criticism but was thought-out over time. “This medium has become a gigantic global sewer, and we should continue to wade into it?”___Follow AP's coverage of the Paris Olympics: https://apnews.com/hub/2024-paris-olympic-games
Persons: Elon Musk, Anne Hidalgo, , X, Hidalgo, Clement Beaune, Musk, ” Hidalgo Organizations: PARIS, Olympic, Twitter, Associated, Socialist, Paris City Hall, Transport, Paris Locations: Paris, Pacific, New Caledonia, Tahiti, paris
CNBC Daily Open: Are chip wars starting to hurt now?
  + stars: | 2023-11-27 | by ( Clement Tan | ) www.cnbc.com   time to read: +2 min
This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Box office cheerThanksgiving box office sales stood at about $172 million this year, an improvement over the previous three years of pandemic-pressured ticket sales. Fifty Hamas hostages are due to be released over the four days under the terms of an agreement between Israel and Hamas. In the first two days of the temporary cease-fire, 24 hostages were released from Gaza in exchange for 39 Palestinian prisoners.
Persons: Napoleon, Abigail Mor Edan Organizations: CNBC, Nikkei, Adobe Analytics, Sony Locations: Asia, Pacific, Hong Kong, U.S, Israeli, Gaza, Israel
Candidates from the more established Kuomintang and the smaller Taiwan People's Party could not agree on the leader for a combined ticket. Taiwan's president and vice president are directly elected, serve one term of four years and may be re-elected for one additional term. Taiwan's elections kick off a year that is littered with numerous elections globally at a time of heightened geopolitical tensions as two major wars rage on. The outcome of Taiwan's elections will likely go some way in influencing testy U.S.-China ties and impact security in Asia-Pacific more broadly. These are the three parties contesting Taiwan's Jan. 13 polls to elect a new president.
Persons: Foxconn, Joe Biden's, bookends, Xi Jinping, Biden, Nancy Pelosi, Taiwan's Jan Organizations: Democratic Progressive Party, Apple, Taiwan People's Party, U.S, China's Ministry of Foreign Affairs, APEC, Taiwan, ., Taiwan's Locations: China, Kuomintang, Taiwan, Taiwan Strait, Beijing, Asia, Pacific, San Francisco
CNBC Daily Open: Are chip wars starting to bite?
  + stars: | 2023-11-27 | by ( Clement Tan | ) www.cnbc.com   time to read: +2 min
This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Fifty Hamas hostages are due to be released over the four days under the terms of an agreement between Israel and Hamas. In the first two days of the temporary cease-fire, 24 hostages were released from Gaza in exchange for 39 Palestinian prisoners. [PRO] Future sleeper hitsAfter the boom-and-bust cycle of Beyond Meat stock, analysts have wondered what comes next for the plant-based food space.
Persons: National Football League's, it's, Abigail Mor Edan Organizations: CNBC, Dow Jones, Federal Reserve, Dow, Nasdaq, Adobe Analytics, Miami Dolphins, New York Jets, National Football, Amazon Prime Locations: U.S, Israeli, Gaza, Israel
CNBC Daily Open: Singing the OPEC blues away
  + stars: | 2023-11-24 | by ( Clement Tan | ) www.cnbc.com   time to read: +2 min
This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Tighter regulationsSingapore will introduce tighter rules for cryptocurrency service providers. [PRO] Goldman touts its global growth basketEuropean growth stocks haven't been doing as well as their U.S. peers this year. Growth stocks in the region have underperformed value stocks by 13% since the start of the rate-hiking cycle in 2022, according to Goldman Sachs in a Nov. 20 report.
Persons: Crypto, Justin Sun, HTX, Goldman, Goldman Sachs Organizations: CNBC, Japan's Nikkei, CSI, Monetary Authority of, United Nations, Food Locations: Asia, China, U.S, Singapore, cryptocurrencies, Monetary Authority of Singapore, Gaza, Israel
CNBC Daily Open: Singing the OPEC blues
  + stars: | 2023-11-24 | by ( Clement Tan | ) www.cnbc.com   time to read: +2 min
This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Oil and gas companies pulled ahead with a 1.4% gain despite the continued fall in oil prices after OPEC delayed its policy-setting meeting. The targeted projects include the HTX digital currency exchange, formerly known as Huobi, from which hackers drained around $30 million worth of cryptocurrencies, the company said in a statement on Wednesday. CNBC Pro discusses ways to bet against this stock.
Persons: Justin Sun, HTX, Claudia Buch Organizations: CNBC, U.S, Fort Worth International Airport helped American Airlines Locations: Dallas, Europe
An undated photo of a signage at Singapore state investor Temasek Holdings' headquarters in the Southeast Asian city-state. Singapore's Temasek Holdings warned that scammers are allegedly trying to sell financial investment products or instruments to unsuspecting individuals while posing as agents of the firm's office in Shenzhen, China. "We have been alerted to a scam in China that involves the impersonation of Temasek in Shenzhen, using our registered office name 'Temasek Holdings Advisors (Shenzhen) Co., Ltd.' / '淡马锡投资咨询 (深圳) 有限公司'," Temasek said in a statement Wednesday. Temasek does not directly sell any investment products or financial instruments in China. We have not authorized any third party to do so on our behalf," the Singapore investment company added.
Persons: scammers, Temasek Organizations: Temasek Holdings, Singapore's Temasek Holdings, Temasek, Temasek Holdings Advisors, Co, Singapore, Apple, Ikea, Xinhua Locations: Singapore, Shenzhen, China, Beijing, Shanghai, Myanmar
"Our view is very clear," Kinger Lau, Goldman Sachs chief China equity strategist, told CNBC's "Squawk Box Asia" on Tuesday. China rebalancingWith just under six weeks of the year remaining, the MSCI China and CSI 300 indexes are both poised for third-straight annual losses. Goldman Sachs noted both mutual and hedge fund mandates globally are running with multi-year low allocations in Chinese stocks. Key changesIn their latest outlook paper, Goldman Sachs strategists upgraded the food and beverage sector to overweight from market weight and technology hardware sector to overweight from underweight. Real estate has been a key driver of the downturn in the Chinese economy after Beijing started cracking down on the debt levels of mainland developers in 2020.
Persons: Goldman Sachs, Kinger Lau, CNBC's, it's, Lau Organizations: Getty, 20th Central Committee, Chinese Communist Party, CSI Locations: Beijing, China
[1/2] Ash column rises from Mount Ulawun, as seen from an aeroplane window, Papua New Guinea November 21, 2023, in this picture obtained from social media. Enoch Lapa/via REUTERS Acquire Licensing RightsSYDNEY, Nov 21 (Reuters) - Some residents of a remote Papua New Guinea island were preparing on Tuesday to evacuate from the vicinity of an erupting volcano that shot a cloud of ash into the sky forcing the cancellation of some flights. Flights from the island's Hoskins airport had been cancelled, the broadcaster said, adding that the volcano was still erupting. Papua New Guinea is on the Pacific Ring of Fire, a horse-shoe shaped band of volcanoes and fault lines circling the edges of the Pacific Ocean. Reporting by Alasdair Pal in Sydney; editing by Robert BirselOur Standards: The Thomson Reuters Trust Principles.
Persons: Enoch Lapa, Clement Bailey, Hoskins, Alasdair Pal, Robert Birsel Organizations: REUTERS Acquire, Rights, NBC, Thomson Locations: Mount Ulawun, Papua New Guinea, Papua, Guinea, New Britain, Sydney
US President Joe Biden greets Chinese President Xi Jinping before a meeting during the Asia-Pacific Economic Cooperation (APEC) Leaders' week in Woodside, California on November 15, 2023. China's President Xi Jinping and U.S. President Joe Biden will strive to keep a lid on tensions between the world's top two economies next year, as they focus on domestic challenges. The two leaders met last week on the sidelines of the Asia Pacific Economic Cooperation leaders' meeting in San Francisco after the global rivalry between the world powers came to a head earlier this year. Their first meeting in a year capped months of diplomatic work aimed at normalizing their shaky bilateral relationship derailed by a suspected spy balloon over continental U.S. early 2023 and ex-House Speaker Nancy Pelosi's Taiwan visit in August 2022. "You'll see in coming months, the U.S. and China are trying to put a ceiling on their tensions for very pragmatic and domestic reasons," Steve Wilford, partner and Asia Pacific head of global risk analysis at Control Risks, told CNBC Monday.
Persons: Joe Biden, Xi Jinping, Nancy Pelosi's, Steve Wilford Organizations: Economic Cooperation, APEC, China's, Asia Pacific Economic Cooperation, Asia Pacific, CNBC Locations: Asia, Woodside , California, San Francisco, Nancy Pelosi's Taiwan, U.S, China
James Gorman, chairman and chief executive of Morgan Stanley, speaks during the Global Financial Leader's Investment Summit in Hong Kong, China, on Tuesday, Nov. 7, 2023. The de-facto central bank of the Chinese territory is this week holding its global finance summit for a second year in a row. Photographer: Lam Yik/Bloomberg via Getty ImagesSINGAPORE — Morgan Stanley Chairman and CEO James Gorman said his firm will be able to cope with "any form" that new banking regulations end up taking, but added he expects some watering down before the final rules are confirmed. U.S. regulators on Tuesday defended their plans for a sweeping set of proposed changes to banks' capital requirements, speaking in front of the U.S. Senate Banking Committee. These proposed changes in the U.S. seek to incorporate parts of international banking regulations known as Basel III, which was agreed to after the 2008 crisis and has taken years to roll out.
Persons: James Gorman, Morgan Stanley, Lam Yik, Getty Images SINGAPORE — Morgan Stanley, it's, Gorman, Morgan, I've Organizations: Financial, Investment, Bloomberg, Getty Images SINGAPORE, U.S . Senate Banking Committee, Basel III, CNBC, Pacific, Federal Reserve, Fed Locations: Hong Kong, China, U.S, Basel, , Morgan Stanley's, Asia, Singapore, New York
WOODSIDE, CALIFORNIA - NOVEMBER 15: U.S. President Joe Biden delivers remarks at a news conference at the Filoli Estate on November 15, 2023 in Woodside, California. The news conference follows a meeting between Biden and Chinese President Xi Jinping during the Asia-Pacific Economic Cooperation (APEC) Leaders' week, their first since meeting at the Indonesian island resort of Bali in November 2022. (Photo by Kent Nishimura/Getty Images)U.S. President Joe Biden has again called his Chinese counterpart a dictator — a move that could potentially unravel the progress made between the world's two leading powers. Shortly after his first meeting with China President Xi Jinping in a year, Biden responded to a question on whether he stood by his June comment labeling Xi a dictator. "Well, look, he is," Biden said Wednesday after the two leaders met on the sidelines of the Asia-Pacific Economic Cooperation in San Francisco.
Persons: Joe Biden, Biden, Xi Jinping, Kent Nishimura, , Xi, He's Organizations: Economic Cooperation, APEC, China Locations: WOODSIDE , CALIFORNIA, Woodside , California, Asia, Indonesian, Bali, San Francisco
Japan's economy shrank way more than expected in the July-September period, provisional government data showed Wednesday, amid slowing global demand and rising domestic inflation. Provisional gross domestic product fell 2.1% in the third quarter compared to a year ago, after expanding 4.8% in April-June. The world's third-largest economy also contracted 0.5% in the third quarter from the previous quarter, after expanding 1.2% in the second quarter from the first. The weaker GDP print was partly driven by weaker than expected domestic capital expenditure, which contracted 0.6% in the third quarter from the second quarter — as opposed to expectations for a 0.3% expansion, according to the same government release. Private consumption in Japan was flat in the third quarter from the previous quarter, as domestic and foreign demand weighed on the economy.
Persons: Kazuo Ueda Organizations: Bank of Japan Locations: Japan
Chinese stocks too have done poorly. 'High confidence in the tradable value' While the Chinese economy "is not very strong," Wong has "high confidence in the tradable value," of Chinese stocks. Stocks to play Goldman is overweight on several sectors including online retail, media/entertainment, tech hardware, health care equipment and services and food & beverage. Other stocks the investment bank sees outperforming "as the China growth story evolves" include internet services provider NetEase , technology hardware manufacturer Xiaomi , and manufacturing conglomerate BYD . China-focused ETFs Elsewhere, Saxo's Wong has his eye on the new infrastructure (such as 5G technology), industrial technology and agricultural technology themes.
Persons: Redmond Wong, Wong, Goldman Sachs, Stocks, Goldman, Saxo's Wong, — CNBC's Michael Bloom, Clement Tan Organizations: Shenzhen Component, Saxo, CNBC, National Bureau of Statistics, Tech, Baidu, Galaxy Entertainment, Mining, China Resources Beer, Miniso, Hong Kong Exchange, CSI Agriculture, CSI 5G Communications, CSI Technology, Enterprises Locations: Shenzhen, China, Taiwan, India, South Korea, Brazil, Mexico
You don't have to be Sam Altman to build a $1 billion AI company. Kai-Fu Lee's new startup and Mistral AI have shown that AI companies can scale by going open source. AdvertisementAdvertisementThe opportunity to build a $1 billion AI business has never seemed this straightforward for entrepreneurs aspiring to be the next Sam Altman. In response, Lee credited Hugging Face as the reason his company was able to take its AI mode public "rapidly, credibly, and impactfully." Developers wanting to build AI businesses at scale will want open source to thrive.
Persons: Sam Altman, Kai, Fu, OpenAI's, , he's, Fu Lee, It's, Lee, Abu, Yann LeCun Organizations: Mistral, Service, Microsoft, Bloomberg Locations: Paris, OpenAI
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