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Descripción del Episodio
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Google le metió IA a la búsqueda y las visitas a las páginas web se están desplomando: casi 40% menos en un año, según Cloudflare. Wall Street rebota con los semiconductores e Intel se dispara casi 9%. Y Anthropic pagará 1,500 mdd por entrenar su IA con libros pirata.
En este episodio:
● MERCADOS: Los semiconductores jalaron a Wall Street de vuelta al verde. Intel se disparó casi 9%, ya con un rally de 160% en el año.
● GOOGLE ZERO: Le metió IA a la búsqueda y responde ahí mismo. Las visitas a sitios de medios y comercio cayeron casi 40% en un año.
● REPORTES EN MÉXICO: Arranca la temporada de resultados. Las mineras y cementeras como Grupo México y Cemex aguantan; el consumo con Liverpool y Bimbo rema a contracorriente.
● GENERAL MOTORS: Los aranceles de Trump le costarán hasta 3,500 mdd, pero facturó 48,000 mdd y subió pronóstico. La utilidad neta real cayó 31%.
● ARANCEL AL CALZADO: México frenó 88 millones de pares asiáticos, pero la producción local no creció. El hueco lo llenó el contrabando: 50 millones al año.
● ANTHROPIC PAGA POR PIRATERÍA: Un juez le ordenó 1,500 mdd por usar más de 482,000 libros sin permiso. Es la mayor indemnización por copyright en EU.
● ROBOTS EN LA GUERRA: El humanoide Phantom ya se probó en el frente de Ucrania, por ahora sin armas. Se renta en unos 100,000 dólares al año.
¿No entiendes nada de la sección de mercados? No te preocupes, acá va nuestra guía: https://www.espressomatutino.com/markets-guide
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Chapters
- 00:00:00 BIENVENIDA
- 00:02:09 MERCADOS
- 00:02:43 EL FOCO
- 00:03:18 GOOGLE
- 00:06:05 BUK
- 00:06:47 REPORTES
- 00:08:02 GM
- 00:09:19 CALZADO
- 00:10:31 ANTHROPIC
- 00:12:02 HUMANOIDES
- 00:13:15 ¿QUÉ MÁS PASA?
- 00:17:27 EL NÚMERO
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