Banca, Big Four, Repsol, Cathie Wood, Nvidia y Zapatero

요약 보기

은행이 AI 도입으로 컨설팅사 계약 비용 인하를 압박 중이며 빅4는 중기적으로 주니어 채용 감소를 인정. Repsol이 베네수엘라 Orcón 유전 개발 검토 LOI 체결. CNMC가 전략투자위원회의 자의성을 비판. Cathie Wood(ARK)는 시장이 AI 기술 전환 규모를 과소평가한다고 주장. 이란 초대형 유조선 2척이 3.8백만 배럴 원유를 수출(두 달 만의 첫 수출). Jensen Huang은 AI 확산이 삶을 개선한다고 발언. 젠슨 황 외 자산 전망 발언 없음. 사회자 발언 중심이며 금융 예측 발언은 제한적.

다듬은 글

※ AI가 다듬은 글(오탈자·군말 정리)

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02. Good morning. Banks are pressuring consulting firms to lower the cost of contracted services as a result of artificial intelligence. In addition, today we'll talk about the new agreement Repsol has signed in Venezuela and about the criticisms the CNMC has made against the Strategic Investment Committee. We also include Jensen Huang's latest reflections on artificial intelligence on the very day that former president José Luis Rodríguez Zapatero testifies before the judge.

03. Banks are pressuring consultancies to lower the cost of contracted services as a result of the application of artificial intelligence. It's not just about issues related to audits, but also about most of the other contracted tasks. Consulting firms indicate that artificial intelligence will allow them to add more value to their work.

04. However, the Big Four, Deloitte, KPMG, EY and PwC, acknowledge that in the medium term fewer junior graduates will be needed and that the turnover rate may increase.

05. Repsol has announced that it has signed a letter of intent with the Venezuelan Ministry of Hydrocarbons and the state-owned company Petróleos de Venezuela to analyze the possibility of developing a new oil zone in that country called Orcón, located southeast of Lake Maracaibo. The agreement was signed on Tuesday night. The Orcón area is located between the Barúa and Motatán fields, which are already part of Repsol's asset portfolio in Venezuela.

06. The CNMC has launched a harsh criticism against the so-called Strategic Investment Committee, the government body that decides which major business projects in Spain do or do not have the approval of the Government. The regulator sees arbitrariness in the functioning of this body and questions the criteria and procedure for the evaluation and declaration of these projects, both in their preliminary phase and also in the final one.

07. Today we also tell you that Cathie Wood, CEO of ARK Invest, believes that the market still underestimates the magnitude of the technological transformation of artificial intelligence.

08. In Iran, at least two supertankers from the Iranian national oil company have left Iranian waters in recent hours carrying a combined total of 3.8 million barrels of crude oil. It is the country's first oil export in two months.

09. And Nvidia CEO Jensen Huang said in an interview with the Associated Press that society needs to change with the arrival of artificial intelligence, arguing that greater adoption of this technology will improve people's lives.

10. José Luis Rodríguez Zapatero will today become the first former Prime Minister to testify in a democracy as a suspect before a judge, on suspicion of allegedly leading an influence network that sought advantages for third parties in exchange for commissions. Starting at 9 a.m., the judge of the National Court, José Luis Calama, will also question him about the nearly 80 jewels found in a safe in his office, valued at 1.3 million euros.

11. Today the CEOE is also holding its 2026 general assembly, which will conclude with a speech by its president, Antonio Garamendi.

12. And on the stock exchange, the Ibex 35 achieved a new record yesterday, reaching almost 19,200 points after rising 0.69%.

13. The Financial Times reports today that investors around the world are betting on the US dollar because they believe the rise of AI will boost the country's economy and that the Fed will cut interest rates. In addition, the newspaper analyzes how Huawei is making great strides forward in the technological field. These steps could circumvent the bans imposed by the United States.

14. These are some of the issues that will shape the economic, business and financial news this Wednesday, June 17. I am Amaya Ormaechea, and you have listened to the first episode of Expansión, a podcast edited by Raquel Moreno and directed by Amparo Polo. You can follow us Monday through Friday via expansion.com, our social media channels, and all major podcast platforms.

15. Discover what it means to be part of Deutsche Bank's Premium program. Special conditions, priority service and exclusive benefits. More information at deutschebank.es.