Tracking website, food watch: South Korea is obsessing over Nvidia CEO Jensen Huang's visit
South Korean investors are eagerly tracking Nvidia CEO Jensen Huang's every move as they wait to see what the AI megacap company will do next.
"COMPANY" · 총 1,264건
필터 보기현재 지수
50.3
0 = 부정 우세
50 = 중립
100 = 긍정 우세
최근 7일 기준 78,768건을 분석한 결과, 뉴스 심리지수는 50.3(균형)입니다. 긍정 3,984건(5.1%)·중립 72,816건(92.4%)·부정 1,968건(2.5%)이며, 중립 비중이 뚜렷하게 높습니다. 성향 지수는 종합 14.5(중도 균형)입니다.
South Korean investors are eagerly tracking Nvidia CEO Jensen Huang's every move as they wait to see what the AI megacap company will do next.
Shares of Adani Ports and Special Economic Zone rebounded after a two-session decline, rising more than 1% to Rs 1,812 on Friday after Goldman Sachs reaffirmed its 'Buy' rating on the stock. The brokerage also raised the stock's target price to Rs 1,870. Goldman Sachs highlighted that cargo volumes in May 2026 rose 16% year-on-year to 48.3 million tonnes, led by a 33% increase in liquid cargo and a 17% rise in container volumes. Quarter-to-date cargo volumes stood at 91.4 million tonnes, up 15% from a year ago and ahead of analyst expectations.Goldman Sachs noted that thermal coal volumes are witnessing a recovery and are likely to remain robust during the summer months. However, logistics rail volumes in May declined 19% year-on-year to 48,170 container units.The brokerage identified key growth drivers as higher Tata Power-linked coal volumes at Mundra, the ramp-up of operations at the Vizhinjam transhipment hub, growth in liquid cargo at Mundra, and expansion of multimodal logistics parks.Reflecting the strong volume momentum and improving return on capital employed (ROCE), Goldman Sachs has revised its earnings estimates upward and increased its target price for the stock.Adani Ports Q4 snapshotAdani Ports and Special Economic Zone (APSEZ) reported a consolidated net profit of Rs 3,329 crore for the March-ended quarter, compared to Rs 3,014 crore in the year-ago period, marking a 10% increase. The profit after tax (PAT) is attributable to equity holders of the parent.India's largest port operator posted revenue growth of 26% year-on-year (YoY) to Rs 10,737 crore in Q4FY26, as against Rs 8,488 crore posted by the company in the corresponding quarter of the previous financial year.The company's Earnings Before Interest, Taxes, Depreciation and Amortisation (EBITDA) in the quarter under review stood at Rs 6,02 crore, up 20% from Rs 5,006 crore reported in Q4FY25.Also read: Rajesh Exports shares hit 5% lower circuit for 2nd day; firm cites 'communication gap' after Sebi order For the full financial year, PAT jumped 16% to Rs 12,782 crore compared to Rs 11,061 crore in FY25, while the topline stood at Rs 38,736 crore for FY26 versus Rs 31,079 crore in FY25, recording a 25% growth. EBITDA saw a 20% YoY uptick at Rs 22,851 crore.(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)
Representational image of a sewerage water outlet. — UnsplashHomes in New Zealand's capital were flooded with faeces and sanitary products Friday after an overnight storm blocked wastewater pipes, the city's utilities company said. Wellington Water said the...
PAKISTAN has one of the highest diabetes prevalence rates in the world. About one in three adults is living with diabetes here — some 33-34 million people. Shouldn’t there be public information campaigns to raise awareness about preventing/ living with diabetes? Where are these programmes in Pakistan? Heart disease is the leading cause of mortality in Pakistan; it is responsible for an estimated 30-40 per cent of deaths. Pakistan’s cardiovascular disease rate is 648.6 persons per 100,000; the ischemic heart disease rate is 188 per 100,000 persons. Both are the highest in the region. Some of the leading risk factors for heart disease are diabetes, high blood pressure, obesity, tobacco usage and air pollution. Around 20pc of our adult population consumes tobacco (there is a 32pc prevalence rate among men and 6-7pc among women). Other than printed warnings on tobacco products and a ban on tobacco advertisements, one does not see a significant campaign to prohibit or even discourage tobacco consumption. Around 18-26pc of our adult population is believed to be hypertensive, with some 70pc undiagnosed. Neither do we have a public awareness programme for prevention of hypertension. We don’t even have sufficient diagnostic facilities. Most people discover they are hypertensive when health complications, like heart disease, arise. Why does our healthcare system lack diabetes prevention and management programmes? Breastfeeding initiation rates are low in Pakistan as is the exclusive six-month breastfeeding rate. Pakistan still has one of the world’s highest infant mortality rates and some 40pc of its children are malnourished. Contaminated water in the feed of infants is a major contributory factor. Sadly, despite the fact that breastfeeding initiation or knowledge about exclusive breastfeeding for six months and programmes for ensuring better support for mothers are not that costly — and far cheaper than addressing child malnourishment and high infant mortality rates — we are still without a major programme to support pregnant and lactating mothers. Why are systems and markets so incomplete in these areas? If a third of our adult population has diabetes, why does our healthcare system lack diabetes prevention and management programmes? It is true that we spend very little — as a percentage of GDP — on healthcare. But awareness, prevention and management programmes are much cheaper to run than curative programmes. Why is prioritisation in public health expenditure so warped? The neglect of large preventive or management programmes in the public sector in almost all the areas mentioned here is criminal to say the least. The private sector provides much of the healthcare in the country. It makes sense for the largely profit-driven private sector to focus on curative rather than preventive programmes. Doctors, hospitals and pharmaceuticals earn a lot more if a person develops diabetes and lives with the condition for 20 to 30 years, rather than making lifestyle changes before full-blown diabetes sets in. On the other hand, much of our private health sector is not-for-profit. Yet even they lack large awareness or prevention programmes. Some of the world’s leading cardiologists are working in the country. Many are working in Pakistan as well as in the US/UK. Given the widespread prevalence of heart disease, there’s a strong demand for cardiologists here. However, no hospital, insurance company or doctor has a good prevention programme in place. I have heard a number of doctors say that if you are a South Asian man in your mid to late 50s, it is likely you already carry some of the markers of heart disease. But if this is true, should the same doctors and hospitals not invest in programmes that raise awareness for South Asian men before they reach their mid-50s? One could argue that there is no incentive for profit-focused doctors and hospitals to invest in prevention programmes. But, what is more surprising is that there are significant gaps in the provision of services even in curative care. So, you survive a heart attack. In most countries, hospitals and doctors offer programmes for rehabilitation that get you on the road to recovery by offering support for dietary and lifestyle changes, exercise, psychological and psychiatric support if needed, and of course, support for managing heart disease. But few, if any, hospitals or doctors offer such comprehensive support in Pakistan. Instead, you get a lot of hand-waving and general advice on lifestyle and dietary changes and instructions to get in touch with each specialist separately. Even where profits could be made, the services are missing. This is quite interesting. Has the market still not developed enough? The same issues exist in other areas as well. If around a third of Pakistani adults are diabetic and large numbers are genetically predisposed to obesity, hypertension and heart disease, why are food manufacturers and restaurants in Pakistan not offering better options? Just displaying ‘no added sugar’ on a food label is not enough. Just saying the burger has ‘xx calories’ is definitely not enough. Manufacturers and restaurants should be developing tasty but healthy options for people living with diabetes, hypertension, obesity, heart disease, etc. But we do not see such developments even in the for-profit sector. It is not clear why this is so. It might be that the market has not caught on yet (try finding non-dairy milk options in mainstream shops) as such options do exist in other countries. Or is the market not thought to be discerning or large enough? Given the millions of people we are dealing with, I think that things are likely to change in the near future. But the near future might not be near enough for many. Much of Pakistan’s disease burden is preventable and manageable — right from the time a child is born (breastfeeding awareness and support) all the way to adulthood (heart disease, diabetes, etc). The for-profit healthcare sector and food industry are benefiting monetarily from curative services — although there are many services that are not being provided — and have no incentive to invest in awareness and preventive programmes. But the responsibility of large awareness and prevention programmes lies with the state. Sadly, the state is more focused on the curative rather than the preventive aspect of healthcare services. The writer is a senior research fellow at the Institute of Development and Economic Alternatives and an associate professor of economics at Lums. Published in Dawn, June 5th, 2026
Homes in New Zealand’s capital were flooded with faeces and sanitary products on Friday after an overnight storm blocked waste water pipes, the city’s utilities company said. Wellington Water said the waste water overflow in the picturesque suburb of Island Bay was the result of a blocked main. It said five properties were affected by the overflow and its crews were working to remove the faeces and sanitary products and disinfect the homes. “There is a suction truck on-site at the overflow,”...
NEW YORK, June 5 — Artificial intelligence company Anthropic suggested Thursday a global pause on building the mos...
Samsung Electronics' largest labor union has lost its majority status just two months after winning legal recognition, as workers in the company's non-chip division quit to protest a wage deal that favored semiconductor employees. The Samsung Electronics branch of the Samsung Group Employees' Union had 58,270 members as of 3 p.m. on Thursday, according to the union. That is down by nearly 18,000 from more than 76,000 at the end of April, when it held a rally to vote on a strike. Samsung Electron
Google cofounders Larry Page and Sergey Brin each saw their fortunes drop by approximately $10 billion following Alphabet's announcement of an $80 billion stock sale. This massive fundraising aims to fuel the company's AI expansion amidst intensifying competition and projected significant capital expenditures. The market's reaction to the ambitious plan led to a sharp decline in Alphabet's share price.
Walmart shareholders rejected a proposal urging the retail giant to report on AI's impact on employee well-being. The investor group United for Respect sought details on how Walmart measures AI's effects on jobs, pay, and training. Despite Walmart's significant AI investments, the company stated existing disclosures suffice, leading to the proposal's defeat.
‘The evidence suggests that the human role is narrowing at each step in the AI development process,’ a report by the company says
Bereaved family members, friends and colleagues of victims of the explosion at Hanwha Aerospace's Daejeon facility gathered at joint memorial altars on Thursday morning to mourn the loss of their loved ones. Hanwha Aerospace, the defense affiliate of Hanwha Group, has established joint memorial altars across 10 of its business sites nationwide to honor those killed in the explosion, including one at the Yuseong District Office near its Daejeon facility. Other locations include the company's head
Anthropic logo is seen in this illustration created on March 1, 2026. — Reuters Artificial intelligence company Anthropic suggested Thursday a global pause on building the most powerful AI systems as the latest models are beginning to show signs they could escape human...
A market shift few anticipated.
Meta's Chief AI Officer Alexandr Wang said the company’s future artificial intelligence models will differentiate themselves from competitors through their consumer health capabilities.
SpaceX is going public this month, and it could be the largest-ever stock market debut. As it plans this move, SpaceX has amended the language in its IPO filing to address the company's growing need for water, particularly to expand its data centers. CBS News' Kelly O'Grady reports, and University of California, Riverside, associate professor Shaolei Ren joins to discuss.
There’s no meet-cute in “Office Romance,” but the way its lovers meet is pretty cute just the same. Formidable airline CEO Jackie Cruz (Jennifer Lopez) summons her new company lawyer Daniel Blanchflower (Brett Goldstein) to her office, and he walks in to see what, in cinematic terms, we shall term the full J-Lo: She’s facing […]
Mumbai: It is India's fourth biggest company by revenue, but the managing director of precious metals trader Rajesh Exports (REL) apparently doesn't know how and from where it gets the biggest chunk of the revenue, show the findings of a regulatory investigation.In its investigation report, the Securities and Exchange Board of India observed allegedly unscrupulous activities by REL's promoters, such as accounting irregularities and siphoning off of company funds into personal accounts, and also pointed out lapses by its auditors. The regulator said the company and its auditors were non-cooperative."The acts of REL constitute a deliberate device, scheme and artifice to mislead and defraud investors dealing in the shares of REL by portraying an inflated and misleading picture of its operational scale, revenue and financial health," Sebi observed in its report.The company, eponymously named after its chairman Rajesh Mehta, is accused of committing an elaborate financial fraud that includes dressing-up of revenues of ₹15.15 lakh crore over the years, personal gold trades covered up as corporate sales and phoney gold mine investments of ₹1,035 crore, according to the interim report.REL denied the charges of misdeeds. In a press release Thursday, the company said the revenues stated in its financials were correct and that the confusion arose because of a mix-up between Ebitda and revenue numbers at Swiss refiner Valcambi SA, an indirect subsidiary.Sebi has not made any adverse observation with regard to earnings, the company said, claiming that the regulator has only observed suspicion with regard to revenues which was primarily because of confusion over the Valcambi numbers.Numbers don't add upIn fiscal 2025, REL reported consolidated revenue of ₹4.23 lakh crore against a profit after tax of just ₹95 crore, translating into a net margin of barely 0.02%. The year before, on ₹2.8 lakh crore revenue, profit was ₹336 crore.Experts who have studied the Sebi report and the company's annual reports say the numbers did not add up. The business appeared to be operating at margins that were not merely thin but structurally negligible, they said."It looks like a case of pass-through accounting. There is no value creation. It was 'flow of gold' being booked as revenue," said a leading auditor on the condition of anonymity.Sebi, which began the investigations in March 2024 following a shareholder complaint about suspected accounting malpractices, said it found that about 97-99% of REL's consolidated revenues were attributed to its overseas subsidiaries, principally Valcambi. But Valcambi's own accounts, audited by KPMG SA, recorded only processing fees that were about ₹3,027 crore across five years.Valcambi refined gold on behalf of clients and never took ownership of the precious metal or recognised the value of gold as revenue in its books. Yet, Global Gold Refineries AG (GGR), the parent of Valcambi that had no independent operating business, recorded gross revenues running into hundreds of crores by including the gross value of gold that actually belonged to others, according to the Sebi report.Rajesh Exports, which owns GGR through a Singapore subsidiary, used those unaudited figures in its financial statements, significantly bumping up the company's revenue, it said.In its press release, REL said: "The core observation in the order is with regard to the misreporting of the revenues. This has emerged primarily due to confusion because Sebi has considered the Ebitda of Valcambi instead of revenue hence it has stated that there is a difference of about 97% in the revenue.""There is no reason for any listed entity to inflate revenue and maintain the earnings, this will only reduce the margins of the company, which would be adverse to the company," it said.Senior management in the darkThe senior management of REL told regulators that most of them were in the dark about the company's overseas operations and only the promoter, Rajesh Mehta, dealt with those activities."Valcambi SA does not have any gold mine on its own," managing director Suresh Gowda was quoted in the Sebi order as saying. "It refines the raw gold purchased by it from various entities, whose names I do not recollect, as these things are exclusively handled by Rajesh Mehta, chairman of REL. I have never interacted nor involved with any subsidiary/step-down subsidiary of REL, as these were exclusively taken care of by Rajesh Mehta," he told the investigators, as per the order.According to the report, REL booked ₹11,487 crore in sales between 2021-22 and 2023-24 to Affluence Shares and Stocks, a broker that made up to 66% of the company's standalone revenue for that period. But Affluence, in formal depositions to the regulator, said it had not done any business with REL.Following the transaction trail, the investigators found out that the transactions were personal gold derivative trades executed by promoter Mehta using his own brokerage account and then recorded in the company's books as corporate sales, the order said.The investigators also found that Mehta used corporate funds. As per the Sebi observations, bank records show REL transferred ₹338.90 crore directly into Mehta's personal accounts between April 2020 and September 2025.Unlike in the case of Nirav Modi or Gitanjali Gems, who are accused of bank fraud, Rajesh Exports doesn't appear to have borrowed big from banks or through sale of bonds, according to regulatory filings.The company's market cap was just over ₹3,000 crore, as per Thursday's closing share price. LIC (10.8%) and Bridge India Fund (8.46%) are its major institutional shareholders."It is striking that, even at a peak market capitalisation of ₹25,000 crore, the company did not hold any analyst calls, a basic expectation for a listed company of that scale," said Shriram Subramanian, founder and managing director of InGovern Research Services, a corporate governance advisory firm.The regulator in 2024 hired BDO India Services to investigate. But the forensic audit faced problems at almost every stage of the investigation. It was denied access to ERP systems and was not provided a complete journal dump, preventing independent verification of transactions recorded in the books, according to the regulatory report.And the company declined to share subsidiary-level records with the investigator, citing Swiss data protection laws, limiting auditors largely to reviewing financial statements prepared by the management itself rather than underlying evidence, it said.What's also come under the scanner was the conduct of statutory auditors for the last few years: CA PV Ramana Reddy, the proprietor at PV Ramana Reddy & Co, and CA PL Venkatadri, partner at BSD & Co.The company's FY24 and FY25 annual reports, filed with the stock exchanges, carry an unqualified opinion from BSD & Co, which concluded that the financial statements presented a "true and fair view" in line with Indian Accounting Standards.The company's FY24 Directors' Report noted that the statutory and secretarial auditors had made no qualifications, reservations or adverse remarks.The Sebi report said for over five months, the auditors sat on the regulator's request for missing documents and statements.Emails sent to both audit firms did not elicit any response.REL closed 5% lower at ₹103.92 Thursday on the NSE. The shares are down from their peak of ₹1,028.40 on February 6, 2023.
아리바이오가 미국 제약사 일라이 릴리(Eli Lilly and Company, 이하 릴리)의 인공지능(AI) 기반 신약 개발 플랫폼 ‘릴리 튠랩(Lilly TuneLab™)’에 참여한다고 7일 밝혔다. 이에 따라 회사는 10년 이상 축적해 온 뇌신경과학 연구 데이터와 성과를 릴리의 AI·머신러닝 기반 예측 모델과 결합해 신약 개발 효율성을 높일 계획이다.
Anthropic has been growing at a breakneck pace. The company announced that annualized revenue crossed $47 billion in May, up dramatically from roughly $9 billion at the end of 2025. That trajectory faces a real test, though.
After it was sanctioned by the US government for allegedly helping Iran, a Chinese satellite company has released high-definition images of the Nvidia and Apple headquarters in California’s Silicon Valley. They were among photos posted on social media on Monday by Changguang Satellite based in Changchun, in northeast China. The satellite images – captured by the company’s Jilin-1 constellation – offer a detailed bird’s-eye view of the region. They include the futuristic Endeavour and Voyager...