巴克莱银行

4 major companies have now announced about 10,500 job cuts in just 10 days

$美国运通(AXP.US) is cutting 5% of its global workforce, about 3,500 jobs, and took a $336M restructuring charge, CEO Stephen Squeri said Friday

$巴克莱银行(BCS.US) Barclays is cutting about 5,000 jobs, or 5% of staff, with 60% in support functions including fewer developers as AI makes staff more productive

$eBay(EBAY.US) confirmed it is cutting about 9% of its workforce, roughly 1,000 jobs, its second round of layoffs this year

$奈飞(NFLX.US) is laying off about 6% of staff, roughly 1,000 jobs, its biggest cuts since 2022

What stands out is that none of these companies are in trouble. $美国运通(AXP.US) just raised its 2026 profit guide, Barclays grew pretax profit 12% and $eBay(EBAY.US) says Q3 will beat its own forecast. This is cost cutting from a position of strength, and AI is increasingly the reason given. That's a very different signal than the layoffs of a typical slowdown

Source: StockMarket.News

马斯克 3.5 万亿美元的超级合并案现已正式提上日程

埃隆·马斯克刚刚表示，$SpaceX 和$特斯拉已成立由独立董事组成的特别委员会，以讨论两家公司合并事宜，该委员会是 “应股东要求” 设立的

他在 SpaceX 第三季度财报电话会议上透露，由于他是 “利益冲突方”，因此无法亲自参与谈判

但他明确了自己的观点

“我认为这是个好主意吗？是的。但最终，股东必须支持这一举措"

目前尚未达成任何条款，马斯克表示交易并不保证成功，并指出需要 50% 的特斯拉股东批准

其规模之大难以言表。据 Axios 和 CNBC 报道，SpaceX 估值超过 2 万亿美元，特斯拉约为 1.48 万亿美元，这将使合并后的公司价值超过 3.5 万亿美元

特斯拉盘后股价上涨约 1%，报 377.50 美元，这正值其自身第三季度报告发布的前一天

这几个月来一直是市场最青睐的马斯克传闻，巴克莱银行此前已在特斯拉 12 月 3 日年度股东大会前提示了可能宣布的消息。现在已成现实，而关键的博弈在于换股比例，因为马斯克在 SpaceX 拥有的投票权份额远大于在特斯拉

来源：StockMarket.News