Hosted by Alex & Hailey · 🇺🇸 US · ZH · 78 episodes
Established thought leaders with verified media credentials.
Alex 和 Hailey 的每日科技财经播客
Alex & Hailey hosts AHA Daily, a technology show with 78 episodes published.
GitHub Copilot六月一日起全面转按token用量计费开发者大量吐槽，伊利诺伊州两党通过全美首个强制AI安全审计法案覆盖OpenAI Anthropic Google，SpaceX S-1招股书披露xAI一季度亏损43亿美元IPO估值1.75万亿，标普7580纳指26972道指51032九连周涨全部创新高，油价跌至91五月创2020年来最大月跌幅
Dell财报炸裂AI服务器需求爆发股价暴涨33%创历史最大单日涨幅今年累涨234%，SK海力士加入万亿美元俱乐部，微软6月30日前全面取消Claude Code许可证转回Copilot，Anthropic发布Opus4.8提升Claude Code限额50%，DeepMind CEO警告AGI 2029年或到来，标普7563纳指26917道指51000九连周涨创新高，布伦特原油91美伊停火备忘录，BTC横盘73900
Micron市值突破一万亿美元加入芯片万亿俱乐部单日暴涨19%，标普7519纳指26656再创新高，美军空袭伊朗南部布伦特原油反弹至99.6，教皇Leo十四世发布AI通谕Anthropic联合创始人出席，ING用Vibe Coding建交易系统
四大AI实验室五天内各完成一笔收购加速行业整合，AI价格战从企业蔓延至消费者，美伊和谈重大突破WTI原油跌至91美元，美股期货大涨本周Salesforce Dell Marvell超级财报周开启，BTC 76800
Anthropic联合创始人Jack Clark在牛津预测AI一年内帮助产出诺贝尔级发现，Anthropic年化营收超300亿融资超300亿估值9000亿超越OpenAI，AI循环营收质疑浮现，标普7446道指50580八连周涨，WTI 96.6周跌4%，BTC 76800
Anthropic下周close超300亿融资估值9000亿美元超越OpenAI成全球最贵AI公司，OpenAI瞄准AI广告2030年千亿美元市场，Google IO喊话企业迁移Gemini可年省10亿挑起AI价格战，标普7473道指50579八连周涨创2023年来纪录，WTI油价周跌4%美伊谈判乐观，BTC横盘77000-80000
OpenAI推理模型自主证伪80年Erdős几何猜想实现首次AI原创数学发现，Anthropic Q2运营盈利改变IPO叙事，五角大楼测试OpenAI和Google替代Anthropic，Quantinuum提交IPO估值200亿，Workday财报超预期涨8.5%，道指50579标普7473连涨八周创新高，BTC横盘77300
美国政府宣布20亿美元入股九家量子计算公司IBM获10亿最大单D-Wave涨27%Rigetti涨28%，Nvidia Q1超预期但Q2指引未达最乐观预期股价跌1.5%，Walmart Q1符合预期但下季指引疲软股价跌7%警告低收入消费者压力加大，油价跌破100美元布伦特收102.58美伊谈判乐观，OpenAI联手Dell把Codex部署企业本地环境，BTC横盘77700
Nvidia Q1 FY2027收入816亿美元同比增85%宣布800亿回购，SpaceX正式提交S-1估值2万亿拟融750亿Anthropic年付150亿算力费，OpenAI准备本周五秘密提交IPO三巨头同时冲刺上市，Karpathy加入Anthropic预训练团队，美股反弹标普7433纳指26270道指重回50000，霍尔木兹海峡油轮通行Trump称伊朗协议将至
Google IO 2026发布Gemini 3.5 Flash和Spark个人Agent及Antigravity 2.0全面转向Agent方向，Mistral收购维也纳Emmi AI进军工业物理模拟，标普7353纳指25870连跌三天十年期国债收益率创一年新高，明尼苏达禁预测市场联邦起诉，BTC回落77K
Anthropic以超3亿美元收购Stainless锁定SDK和MCP基础设施，马斯克诉OpenAI案法院判败诉，美股回调标普跌1%纳指跌1.7%半导体跌超4%，伊朗推BTC担保航运保险，Modal将GPU冷启动缩短40倍
SpaceX确认6月12日纳斯达克上市估值1.75万亿美元史上最大IPO，BlackRock考虑投50到100亿，FTC正式对Arm发起反垄断调查股价跌8.5%，三星半导体面临史上最大罢工韩国总理亲自介入，Tata联手ASML建印度首座晶圆厂投资110亿美元，美股从高位回调标普跌1%纳指跌1.7%半导体板块跌超4%，Meta明日裁员8000人内部士气历史新低，BTC横盘78000油价109美元
OpenAI因ChatGPT集成不达预期准备对Apple发起法律诉讼，SpaceXAI合并以来超50名员工离职，Notion发布开发者平台变身AI Agent中枢，Cerebras IPO累计涨超108%市值逼近千亿，标普跌1.24%至7408纳指跌1.54%至26225，油价回升至109美元，BTC回落至82000
Cerebras纳斯达克上市首日暴涨68%市值冲950亿美元成今年最大IPO，Cisco创纪录营收AI订单暴增股价涨13%同时裁员4000人，SpaceX计划下周公布IPO招股书合并xAI后估值1.25万亿，OpenAI发布Daybreak安全平台Palo Alto警告AI攻击成新常态，Warsh正式接任美联储主席首次FOMC会议六月中旬，标普7501纳指26635道指重回50000连创新高
AI芯片公司Cerebras即将上市融资48亿美元20倍超额认购，参议院54比45确认Warsh为新任美联储主席后天接替鲍威尔，四月PPI月环比1.4%是预期三倍年同比6%，标普7444纳指26402顶住通胀创新高，Anthropic Mythos帮美国银行紧急修复IT漏洞，Musk诉OpenAI案Brockman称Musk想当CEO为火星筹800亿，Cook Musk Huang同乘空军一号，BTC跌破80000油价101
Google威胁情报团队首次确认黑客用AI发现零日漏洞发动攻击，Musk诉OpenAI庭审第三周Sutskever称Altman持续撒谎Nadella出庭Altman亲自辩护，四月CPI同比3.8%创两年半新高核心CPI超预期能源贡献超40%涨幅，布伦特原油逼近107美元，标普跌0.6%纳指跌0.7%，BTC横盘81000
Anthropic签下Akamai七年18亿美元算力合同并与SpaceX达成算力合作分散供应商依赖，Meta监控员工键盘鼠标训练AI引发内部愤怒裁员8000人迫在眉睫，三星芯片利润暴涨近50倍警告存储短缺2027年更严重，五角大楼宣布不再依赖单一AI供应商，标普7399纳指26247六连涨创新高，BTC横盘80000
Apple与Intel达成初步芯片制造协议Intel股价暴涨15%创历史新高，费城半导体指数周涨超10%Micron涨15%创742美元新高Burry警告泡沫，Meta取消Instagram端到端加密引发隐私争议，四月非农11.5万远超预期，标普7399纳指26247六连涨创新高，BTC冲高回落横盘80000
OpenAI成立DeployCo估值百亿联合19家PE基金派驻工程师进企业，Anthropic联合Blackstone Goldman同日宣布类似合资公司，Google Chrome被曝偷偷下载4GB Gemini Nano模型引发隐私争议，欧盟放宽AI法案执行时间表推迟至2027年底，标普7337纳指25806从历史高位小幅回落，HawkEye 360上市首日暴涨30%市值31.5亿，伊朗指控违反停火推动油价反弹，BTC回落至8100
AMD数据中心业务大超预期股价涨18%，Supermicro EPS超预期35%暴涨24.5%，英伟达投资康宁5亿美元建三座光纤工厂产能扩10倍，美伊和平协议消息推动原油暴跌7%，标普7365纳指25839连续第二天创历史新高，BTC摸82300创1月底以来新高
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AHA Daily is hosted by Alex & Hailey. The show is categorised under technology and has published 78 episodes.
AHA Daily has published 78 episodes.
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