巴克萊銀行

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

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

$巴克萊銀行(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

$奈飛(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. $美國運通(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

馬斯克 3.5 萬億美元的超級合併案現已正式提上日程

埃隆·馬斯克剛剛表示，$SpaceX 和$特斯拉已成立由獨立董事組成的特別委員會，以討論兩家公司合併事宜，該委員會是 “應股東要求” 設立的

他在 SpaceX 第三季度財報電話會議上透露，由於他是 “利益衝突方”，因此無法親自參與談判

但他明確了自己的觀點

“我認為這是個好主意嗎？是的。但最終，股東必須支持這一舉措"

目前尚未達成任何條款，馬斯克表示交易並不保證成功，並指出需要 50% 的特斯拉股東批准

其規模之大難以言表。據 Axios 和 CNBC 報道，SpaceX 估值超過 2 萬億美元，特斯拉約為 1.48 萬億美元，這將使合併後的公司價值超過 3.5 萬億美元

特斯拉盤後股價上漲約 1%，報 377.50 美元，這正值其自身第三季度報告發布的前一天

這幾個月來一直是市場最青睞的馬斯克傳聞，巴克萊銀行此前已在特斯拉 12 月 3 日年度股東大會前提示了可能宣佈的消息。現在已成現實，而關鍵的博弈在於換股比例，因為馬斯克在 SpaceX 擁有的投票權份額遠大於在特斯拉

來源：StockMarket.News