Airbnb, Inc.（ABNB）資訊與事件ABNBAirbnb, Inc.

Major U.S. Averages Rise on Jobs Data

The major averages ended the week on a high note as Treasury yields retreated following the September jobs data, which showed jobs growing well below forecasts and unemployment rising to 4.2%. Traders may see the weak jobs report raising hopes that the Fed will hold rates steady this month. Also helping stocks were oil prices falling nearly 2% as European countries agreed to release strategic fuel reserves following pressure from the Trump administration to boost supplies.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:U.S. nonfarm payrolls rose a lower-than-expected 29,000 in September, with the unemployment rate rising to 4.2%Nikereported upbeat Q1 results but provided a lower-than-expected outlook for FY27Onsemiand Synapticsannounced a revised merger agreementTeslareported Q3 deliveries ahead of estimates while Fordreported a 6.6% year-over-year decline in Q3 U.S. vehicle salesDavid Ellison said the combined Paramountand Warner Bros. Discoverywill be named "Skydance"2. WALL STREET CALLS:Edison Internationaldowngraded to Underperform from Hold at JefferiesKeyBanc upgraded Airbnbto Overweight, says growth increasingly durableAST SpaceMobiledowngraded to Neutral from Buy at B. RileyDaiwa upgrade HPEto Outperform after "bullish" networking eventNorthrop Grummandowngraded to Sector Perform from Outperform at RBC Capital3. AROUND THE WEB:The FAA determined that a new Boeing737 MAX software glitch doesn't pose a flight-safety issue, WSJ reportsBNYis in discussions with Payward, the parent company of crypto exchange Kraken, over a major partnership spanning digital assets and financial market infrastructure, CoinDesk reportsSoftBankhas completed its final $10B investment in its $30B commitment to OpenAI's latest funding round, while Nvidiaalso completed its final $10B investment, The Information reportsAmazonis looking to offload $8B of Nvidiachips to external customers via a new vehicle meant to strengthen its balance sheet, FT saysGoldman Sachshas purchased shares worth $220M in Shein following the retailer's stock market debut last month, FT reports4. MOVERS:Sable Offshoregained after JPMorgan initiated coverage of the stock with an Overweight ratingNNincreased after announcing a $50M private placement of stockApplied Digitalwas higher after achieving its Ready for Service for the second phase of Building 2 at its Polaris Forge 1 campusTarget Hospitalityfell after announcing an 11M share Block TradeRivianwas lower after producing 19,751 vehicles in Q35. EARNINGS/GUIDANCE:Taylor Devicesreported Q1 results, with EPS and revenue lower year-over-yearIntegra LifeSciencesreported preliminary Q3 results and cut its guidance for FY26Ruanyun Edai Technologyreported preliminary results for 1HPhillips Edisonbacked its guidance for FY26Algoma Steelprovided its outlook for Q3INDEXES:The Dow rose 250.40, or 0.49%, to 51,176.96, the Nasdaq gained 319.27, or 1.19%, to 27,190.86, and the S&P 500 advanced 56.27, or 0.73%, to 7,722.72.

Major Averages Rise as Jobs Data Shows Weak Growth; Nasdaq Up 1.09%

The major averages were higher near noon as Treasury yields retreated following the September jobs data, which showed jobs growing well below forecasts and unemployment rising to 4.2%. Traders may see the weak jobs report raising hopes that the Fed will hold rates steady this month. Also helping stocks are oil prices falling sharply as European countries release strategic fuel reserves following pressure from the Trump administration to boost supplies.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:U.S. nonfarm payrolls rose a lower-than-expected 29,000 in September, with the unemployment rate rising to 4.2%Nikereported upbeat Q1 results but provided a lower-than-expected outlook for FY27Onsemiand Synapticsannounced a revised merger agreementTeslareported Q3 deliveries ahead of estimates while Fordreported a 6.6% year-over-year decline in Q3 U.S. vehicle salesDavid Ellison said the combined Paramountand Warner Bros. Discoverywill be named "Skydance"2. WALL STREET CALLS:Edison Internationaldowngraded to Underperform from Hold at JefferiesKeyBanc upgraded Airbnbto Overweight, says growth increasingly durableAST SpaceMobiledowngraded to Neutral from Buy at B. RileyDaiwa upgrade HPEto Outperform after "bullish" networking eventNorthrop Grummandowngraded to Sector Perform from Outperform at RBC Capital3. AROUND THE WEB:SoftBankhas completed its final $10B investment in its $30B commitment to OpenAI's latest funding round, while Nvidiaalso completed its final $10B investment, The Information reportsAmazonis looking to offload $8B of Nvidiachips to external customers via a new vehicle meant to strengthen its balance sheet, FT saysGoldman Sachshas purchased shares worth $220M in Shein following the retailer's stock market debut last month, FT reportsBroadcom'sWall Street syndicate has begun gathering $60B of fresh AI chip financing, which will benefit Anthropic and others in the sector, Bloomberg saysJapan's Financial Services Agency is preparing to issue a three-month partial business suspension order against Prudential Life Insurance, Nikkei reports4. MOVERS:Sable Offshoregains after JPMorgan initiated coverage of the stock with an Overweight ratingNNincreases after announcing a $50M private placement of stockApplied Digitalhigher after achieving its Ready for Service for the second phase of Building 2 at its Polaris Forge 1 campusTarget Hospitalityfalls after announcing an 11M share Block TradeRivianlower after producing 19,751 vehicles in Q35. EARNINGS/GUIDANCE:Taylor Devicesreported Q1 results, with EPS and revenue lower year-over-yearIntegra LifeSciencesreported preliminary Q3 results and cut its guidance for FY26Ruanyun Edai Technologyreported preliminary results for 1HPhillips Edisonbacked its guidance for FY26Algoma Steelprovided its outlook for Q3INDEXES:Near midday, the Dow was up 163.16, or 0.32%, to 51,089.72, the Nasdaq was up 292.38, or 1.09%, to 27,163.98, and the S&P 500 was up 50.11, or 0.65%, to 7,716.56.

FTC Opens Probe into Anthropic and OpenAI

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.FTC PROBE:The Federal Trade Commission is opening a sweeping probe into Anthropic, OpenAI and other AI labs to uncover the potential dangers their technology poses to consumers, a source familiar with the matter toldon Wednesday. The FTC plans to issue formal demands for information and compel testimony from executives at top AI developers, including Anthropic, OpenAI and the research group METR, the source said.TAX BREAKS:Metais taking an aggressive approach to U.S. tax rules by characterizing its AI data center investments as "experimental research" eligible for billions of dollars in tax credits, despite publicly portraying its AI investments as a proven success driving its core businesses, potentially creating regulatory and tax scrutiny, The New York Times' Kashmir Hill, Jesse Drucker, Eli Tan, and Mike Isaac. According to sources, Meta is classifying its multibillion-dollar AI data centers as "pilot models" to claim research tax credits, including taxpayer-subsidized discounts on AI chips from suppliers such as Nvidia.AGREEMENT:General Compute announced a multi-year agreement with Cerebras Systemsto deploy Cerebras' ultra-fast inference at scale for a growing customer base demanding faster AI. General Compute is a neocloud purpose-built for deploying alternative chips. "In AI, speed is productivity. An agent that takes hundreds of steps to finish a task is only as fast as its slowest step," said Sean Lie, Cerebras CTO and co-founder. "Working with General Compute puts Cerebras speed in front of the developers building these agents, on a platform they already trust." "We built General Compute to put the fastest inference silicon to work for the workloads that need it most," said Finn Puklowski, co-founder and CEO, General Compute. "Agentic coding is the clearest example. Agents make thousands of sequential calls, and latency compounds into wall-clock time. Cerebras delivers the speed, our customers bring it to developers, and this agreement shows neoclouds can finance and deploy this hardware at scale." Cerebras wafer-scale inference will be available through General Compute starting Q1 2027.AI TOOLS:Airbnbis rolling out its 2026 fall update as the company adds social features and AI tools to trip planning. According to Airbnb, "Starting today, you can connect with family, friends, and people you've traveled with on Airbnb to see the places they've stayed, what they recommend, and where they're going next. We're also introducing new AI features that let you search and filter in your own words and compare homes based on what matters most to you. And all-new services make the trip easier once you arrive, from baby gear rentals and laundry to meal delivery and more." Starting in the U.S., the company is bringing AI into every step of a trip to help take users from planning to check-in in less time. This includes AI search, AI filters, AI listing descriptions, AI-powered comparison, and AI customer support. "Starting now through later this year, we're expanding Airbnb Services into new categories that help you pack lighter, spend less time on errands, and make the most of your trip once you arrive." This will include meal deliver, expanded grocery delivery, laundry, baby gear, and new local services in the French Alps and South Florida. Airbnb also said that "Later this fall, new AI-powered tools will give hosts even greater control, clearer insights, and more time to focus on providing great hospitality." These include multi-listing calendar, 3D floor plans, dynamic pricing, and AI earnings dashboard insights.RISKS OF AI EXPANSION:Nvidia has discussed with insurance companies about different structures that could shift some risk related to semiconductor financing to insurers and other investors, Lee Harris and Ryan McMorrow of The Financial Times. One idea is insurance against losses in loans to upstart cloud computing companies if they default and the chips pledged against their debt does not cover the money needed to repay lenders. The discussions are early and no deal may be made.SALES:Anthropic's IPO prospectus indicates that it depends heavily on a small group of customers and tech giants, highlighting key risks for the Claude maker as it asks investors to support its ambitious, capital-intensive plan, Reuters' Echo Wang and Krystal Hu. The AI developer routed 47% of its sales to customers last year through Amazonand Google, both of whom are also big Anthropic investors, critical suppliers of computing power, and direct competitors in AI, the authors say, citing a copy of the confidential IPO filing.BULLISH ON COREWEAVE:William Blair initiated coverage of CoreWeavewith an Outperform rating. The firm says the "rapid scaling" of model training, inference, and agentic AI is creating "substantial demand" for accelerated computing infrastructure. constraints. CoreWeave has established itself as a strategic infrastructure provider to many of the world's largest hyperscalers and AI labs, William Blair tells investors in a research note. It believes the market underestimates both CoreWeave's ability to finance its growth efficiently and the earnings power that can emerge as contracted capacity reaches mature utilization.