CNBC20 分钟前
美国在油轮袭击后撤销伊朗石油销售授权
Commercial vessels and oil tankers preparing to transit through the Strait of Hormuz, one of the most critical strategic waterways for global trade flows, maintain their wait in the Gulf of Oman, on June 17, 2026. Shady Alassar | Anadolu | Getty Images The U.S. Treasury Department will revoke its authorization of Iranian oil sales after a series of attacks on tankers in the Strait of Hormuz. A U.S. official told CNBC Tuesday the Office of Foreign Assets Control is revoking the license that allowed the production, delivery, and sale of Iranian oil through August 21. "As President Trump and the administration have repeatedly affirmed, the MOU in effect with Iran is entirely performance-based," the official said. "Iran will only reap benefits if they exhibit good behavior," they said. "Iran's actions in the Strait were wholly unacceptable to the United States and will be met with consequences." This is breaking news. Please refresh for updates. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
CNBC55 分钟前
亚马逊250亿美元债券发行的影响,以及微软不断发展的人工智能模型战略
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. There's a big bifurcation in the market on Tuesday. While the S & P 500 is only slightly lower in the session, the tech-heavy Nasdaq 100 dropped more than 1% due to another selloff in the AI chip leaders and data center infrastructure build out stocks. Four trading sessions into July and the third quarter, the market already looks very different from the spring. The Philadelphia Stock Exchange Semiconductor Index (SOX) has traded lower in three of those four sessions, and the down days have been sharp, with an average decline of roughly 5.3%. New narratives like Club name Meta's plan to sell AI compute have created some jitteriness around the longevity of the hyperscalers' AI capex cycle, and investors have responded by selling year-to-date tech winners and the parabolic moves that formed at the end of June. But as far as we can see, nothing has fundamentally changed in the past week. Another headline is Amazon's plan to raise at least $25 billion through an eight-part bond sale. Hyperscalers raising money to fund their AI investments isn't a novel concept, and Amazon has raised roughly $64 billion across offerings earlier this year. But what's notable is that the company doesn't plan to issue any more debt this year after this, sources told CNBC's David Faber. If this is its last debt raise for 2026, does it mean Amazon won't raise capital expenditure expectations again this year? Or, if Amazon is done raising debt this year, is an equity sale — like we saw with Alphabet — in play? You can spend a lot of time trying to draw the right conclusion, but we'll get more clarity in a few weeks when the company reports earnings. Amazon shares are up roughly 0.7% in afternoon trading. Here's one more headline to chew on: Microsoft has started to replace models from OpenAI and Anthropic with internal models in Microsoft Office products like Excel and Outlook, according to a report from Bloomberg News . The goal here is to reduce reliance on outside models, which can be costly. This shouldn't come as a surprise to anyone who read CEO Satya Nadella's interview with The Wall Street Journal last month. We discussed it on the Homestretch on June 22, noting that Microsoft was seeking lower-cost alternatives. It's simple: Microsoft users don't always need access to the most powerful models to complete tasks on software products like Outlook. The company looking to reduce AI costs isn't enough to make us more positive on the stock, but it's worth noting because others may follow. Elsewhere in the market, U.S. oil benchmark WTI crude moved back above $70 per barrel after it was reported that Iran attacked an oil tanker in the Straight of Hormuz, the vital waterway for the global energy trade. The bounce in oil combined with the New York Federal Reserve's June survey of one-year consumer inflation expectations increased from May to its highest level since September 2023, pushing bond yields higher. The 10-year Treasury yield is on pace to close above 4.5% for the first time since June 22. There are no major U.S. earnings after the closing bell on Tuesday or before the opening bell on Wednesday. Weekly mortgage applications and the minutes from the June Federal Reserve meeting are in store for Wednesday. Expect traders to comb through the Fed minutes for clues about how the now Kevin Warsh-led central bank is thinking about monetary policy in the second half of the year. (See here for a full list of the stocks in Jim Cramer's Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
CNBC1 小时前
米奇·麦康奈尔( Mitch McConnell )的健康问题在住院第4周时加剧,助手提供的详细信息很少
Senator Mitch McConnell (R-KY) is seen as the Senate votes on amendments to a reconciliation package, at the U.S. Capitol in Washington, DC on June 4, 2026. Nathan Posner | Anadolu | Getty Images Questions surrounding Sen. Mitch McConnell , R-Ky., mount as the 84-year-old lawmaker remains hospitalized for more than three weeks with scant details disclosed about his health status. McConnell, the former longtime Senate majority leader who declined to seek an eighth term following a series of health scares , was admitted to the hospital on June 14, news outlets reported. A spokesman for the senator at the time confirmed the hospitalization and said he "is receiving excellent care," but gave no other information, news outlets reported. Asked by CNBC on Tuesday for the latest available information about McConnell's health, the senator's office provided the same brief statement it released last week, saying the senator "appreciates the outpouring of support he's receiving while he continues his recovery in the hospital." "The Senator continues to improve, and is working closely with his staff on Kentucky and Senate matters while the Senate is out of session," that statement read, suggesting McConnell is lucid, active and recovering. Audio of emergency services calls, first reported by journalist Desiree Townsend and later obtained by other news outlets , indicated responders performing CPR on a person experiencing cardiac arrest at McConnell's Washington address on the day of his hospitalization. McConnell's name is not mentioned in the audio. The senator's office has declined to comment about the recordings. Simmering scrutiny of the senator's status boiled over this week, after Laura Loomer, a right-wing activist and ally of President Donald Trump , claimed to have been told by a "high level source close to the White House" that McConnell "is officially brain dead." But multiple people, including GOP Senate leaders John Thune of South Dakota and John Barrasso of Wyoming, asserted Tuesday that they both spoke with McConnell at length in recent days. Thune, the Senate majority leader, spoke with the Kentucky senator by phone on Monday and discussed national security issues and other topics, a Thune spokesperson told CNBC. Read more CNBC politics coverage Platner Senate campaign taking 'time to reflect' on path forward after sexual assault allegation Trump defends call urging Balogun red card review: 'It wasn't a foul' Belgium loses appeal of Balogun eligibility after Trump defends intervention Barrasso, the chamber's majority whip, had a roughly 20-minute conversation earlier Tuesday afternoon, spokeswoman Kate Noyes told CNBC in a statement. "They caught up about the latest news impacting Senate races, the Graham Platner scandal, and the recent Supreme Court ruling on coordinated spending limits," Noyes said. "They also discussed the Senate's July work period, including the need to pass the NDAA and confirm President Trump's nominee for Director of National Intelligence." McConnell "was fully engaged and is eager to get back to the Senate," Noyes said. Conservative commentator Scott Jennings, meanwhile, said in an X post that he spoke with McConnell by phone Tuesday morning. "He's still recovering in the hospital. We talked for just shy of 20 minutes … about IRAN, UKRAINE, the unfolding situation in MAINE, my visit to the TR Presidential Library, and even a little bit of Senate history," Jennings wrote. "I told him we want to see him back at work as soon as possible." This is developing news. Please check back for updates. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
CNBC2 小时前
Meta进入AI图像模型竞赛,以吸引广告商和订阅者
In this article META Follow your favorite stocks CREATE FREE ACCOUNT Mark Zuckerberg looks on during UFC Freedom 250 at the White House on June 14, 2026 in Washington, DC. Chris Graythen | Getty Images Sport | Getty Images Meta on Tuesday released Muse Image, a new artificial intelligence model for creating images as the company seeks to attract creators and advertisers to its offerings. Originally codenamed Mango, the AI technology marks the second major release from Meta Superintelligence Labs led by Alexandr Wang, who oversaw the April unveiling of the Muse Spark large language model that succeeded the company's previous Llama family of models . Muse Image will be available for consumers to access for free via the Meta AI app and site, WhatsApp direct messages and Instagram Stories. Power users and creators must sign up for one of Meta's new monthly subscription plans that debuted in May to create many AI-generated images and access certain features. If users hit their free limit, they can purchase a Meta One subscription or wait until their limit resets, the company said. Muse Image will also power advertiser-specific, image-generation tools as part of Meta's AI-powered Advantage Plus service that lets brands more easily develop ad creative for their marketing campaigns and automate certain tasks. Meta said it's been working with businesses and advertisers as part of debuting Muse Image. "Muse Image brings native reasoning to the creative process to adjust elements, swap styles, and create variations based on the advertiser's creative, resulting in high-quality, on-brand ad variations with fewer iterations," the company said in a blog post for businesses. "In the coming weeks, advertisers and agencies can expect to see image variants powered by Muse Image." Read more CNBC tech news Chinese lidar maker with Nvidia ties accused of being cyber risk for U.S. China's Alibaba bans Anthropic AI for employees after 'distillation attack' accusation SpaceX President Gwynne Shotwell to donate stock to Trump Accounts Microsoft cuts 4,800 jobs, as Xbox unit downsizes and plans to spin off four gaming studios The new image-generation model and efforts to monetize it show how Meta is trying to expand from its core business of online advertising and generate new revenue sources tied to its hefty spending on AI-related infrastructure . OpenAI and Alphabet got a head start over Meta in offering similar image-generation models, with Google's Nano Banana becoming a hit with consumers when it was released last fall. Meta also revealed internal benchmark tests showing Muse Image trailing OpenAI's latest GPT Image 2 model but beating the Nano Banana 2 model in tasks like editing both single and multiple images. The social media giant has previously used third-party AI models like Midjourney and Black Forest Labs to power various image and video generation features within its Meta AI app and site. The company said it plans to use its new AI model to reduce reliance on similar third-party technologies. Meta also plans to release an AI video generation model dubbed Muse Video at a later date, adding in a technical blog that it "offers competitive performance in prompt adherence, visual fidelity, and temporal consistency." Muse Image will be available on Facebook and Messenger as well as more areas within the Instagram and WhatsApp services later in the year. WATCH : AI's three big narrative violations . watch now VIDEO 52:01 52:01 AI's three big narrative violations Tech Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.