RerF/iStock via Getty Images It’s been just over four months since Trump’s April 2 “Liberation Day” tariff announcements, and many observers have been surprised by the relatively mild economic fallout so far. Back in April, headlines warned of empty store shelves within “a couple of weeks.” That didn’t happen. Even inflation has been more subdued in the first few months than many worried. The effects might be beginning to appear. The most recent jobs data revisions were telling, as May and June numbers ...

1.【微软Office 365将接入Anthropic AI技术，不再依赖OpenAI】据知情人士透露，微软将在Office 365 套件中引入Anthropic的AI技术。此举意味着，Anthropic的技术将与OpenAI的技术一同为Word、Excel、 Outlook和PowerPoint等应用的新功能提供支持，这一举措标志着微软在办公软件领域对ChatGPT开发商 OpenAI的独家依赖局面正式终结。另一方面，OpenAI也在努力摆脱微软的影响。上周，OpenAI推出了一 个招聘平台，与微软的领英展开竞争。 (The Information) 2.【阿联酋推出低成本AI推理模型K2 Think】当地时间9月9日，阿联酋穆罕默德·本·扎耶德人工智能大学 （MBZUAI）在官网宣布，其与阿联酋AI公司G42共同推出了一款低成本的推理模型——K2 Think。据 称，K2 Think仅需320亿个参数，却能超越其他公司的、规模大20倍的推理模型。该模型基于阿里巴巴开 源Qwen 2.5模型构建，并在Cerebras提供的硬件上运行和测试。MBZUAI基础模型研究所所长Hector Liu 称，团队通过多种 ...

This story was originally published on Social Media Today. To receive daily news and insights, subscribe to our free daily Social Media Today newsletter. Google has announced a range of new ad tools at its “Think Week” event in New York, which could provide some additional considerations for your holiday marketing plan. First off, Google’s announced that it’s testing new ads within its AI overviews, which will give brands a direct way to link into its AI-generated responses. Google first started testing Se ...

TRENDING: See Nvidia's Growing Appetite For Startup Investments The race to offer autonomous rides in major U.S. cities is heating up. Zoox, Amazon's (AMZN) robotaxi subsidiary, said Wednesday that it's now offering rides in Las Vegas. Amazon stock was lower on a day that also saw Lyft (LYFT) expand its autonomous offerings. The Amazon robotaxi service is offering free rides along the Las Vegas strip in its boxy Zoox cabs, with plans to expand throughout the city and begin charging for rides after "the nec ...

Alphabet Inc. (NASDAQ:GOOGL) is one of the Exciting AI Stocks to Watch Right Now. On September 8, Evercore ISI reiterated the stock as “Outperform” and raised its price target on the stock to $300 from $240. The firm said that Alphabet stock remains a top pick. In an investor note, the firm stated how Google’s share as the primary search engine has declined from previous surveys whereas ChatGPT has been gaining traction. However, the company’s dominance in commercial-intent search cases such as in shoppi ...

We recently published 14 Latest Stocks on Jim Cramer’s Radar. Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer recently discussed. Alphabet Inc. (NASDAQ:GOOGL) has been one of the more bittersweet stocks for Jim Cramer recently. The CNBC TV host started the year by expressing worries about the firm’s tussles with the Justice Department. Cramer famously sold Alphabet Inc. (NASDAQ:GOOGL)’s shares and ended up regretting the decision later on as the stock benefited from tailwinds generated from t ...

The technology sector gets a lot of love from financial media, retail investors and sell-side firms. It’s home to the biggest players in the ongoing AI rally, as well as most of the Magnificent Seven stocks. As a result, ETFs that focus on the growth prospects of that sector tend to be in the forefront of investors’ minds.  Invesco QQQ TodayQQQInvesco QQQ$581.61 +1.10 (+0.19%) 52-Week Range$402.39▼$583.77Dividend Yield0.48%Assets Under Management$367.13 billionAdd to WatchlistOne example is the Invesco QQQ ...

We recently published 10 Stocks With Eye-Popping Gains — 1 Surges 3,000%. TeraWulf Inc. (NASDAQ:WULF) is one of the top performers on Tuesday. TeraWulf rallied for a third consecutive day on Tuesday to nearly touch its 52-week high, as investor optimism for a fellow high-performance computing (HPC) company spilled over to its stock. On Tuesday, TeraWulf Inc. (NASDAQ:WULF) jumped by as high as 12 percent to $10.32—just 3.6 percent shy of its highest 52-week price of $10.71—before ending the day just up by ...

Marley Kaden, host of Market on Close, is with me to talk more about this. Good morning, Marley. Good morning, Nicole. Yes, like you mentioned, uh, the Alphabet Cloud division has given us a look under the hood in terms of what they have contractually coming up and some potential revenue numbers for them as well. The cloud division CEO says that his unit has up to 106 billion in commitments from existing contracts that it has yet to fulfill. um adding that at least 55% of those or what would be the equivale ...

以下文章来源于More Than Semi ，作者猫叔 Oracle给出未来5年AI云收入指引： 2026E：180 亿美元 2027E：320 亿美元 2028E：730 亿美元 2029E：1140 亿美元 2030E：1440 亿美元 也就是说，到2030年，再翻8倍。 More Than Semi . More Than SEMI 半导体行业研究 甲骨文的业绩指引 而财报中，4550亿美元的RPO（未执行订单）是财报的最大亮点，表明未来3-5年的收入已有强力保 障。 RPO 增长主要来自AI相关的云基础设施合同，与OpenAI、xAI、Meta等公司合作。 也许是受这个消息的刺激，今天AI算力基本都涨的不错，PCB、光模块、液冷。 昨天的文章中，我们给出了国内液冷龙头一些业务细节，如海外业务进展、规划，在昇腾产业链中 的占比。 液冷龙头的海外业务与规划 持续看好AI板块 前段时间谷歌、Meta、微软、英伟达和博通都出了最新的季报，几个CSP的业绩都非常炸裂，无论 营收还是净利，同比都增长了非常多，而且在财报出来后，都调高了今年的资本开支指引。 | 公司 | 财报季度 | 总收入 | 净收入 | 同比变 ...