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NVIDIA, Meta and Amazon: Top Momentum Plays in the Mag 7
ZACKS· 2025-08-29 20:01
Key Takeaways NVIDIA, Meta and Amazon are highlighted as momentum stocks under the Driehaus approach.The strategy favors stocks with rising prices, strong earnings growth and solid projections. AAII uses 50-day averages, relative strength, and earnings surprises to refine stock selection. Richard Driehaus has secured a spot on Barron’s All-Century Team through a strategy that employs the “buy high and sell higher" theory. It’s clearly a successful investment method that can be used to select top momentum st ...
Meta changes teen AI chatbot responses as Senate begins probe into 'romantic' conversations
CNBC· 2025-08-29 19:46
Meta Platforms CEO Mark Zuckerberg departs after attending a Federal Trade Commission trial that could force the company to unwind its acquisitions of messaging platform WhatsApp and image-sharing app Instagram, at U.S. District Court in Washington, D.C., U.S., April 15, 2025.Meta on Friday said it is making temporary changes to its artificial intelligence chatbot policies related to teenagers as lawmakers voice concerns about safety and inappropriate conversations.The social media giant is now training its ...
Autodesk: AI Tailwinds Are Kicking In
Seeking Alpha· 2025-08-29 18:00
Since the start of 2025, one group of stocks has outperformed broadly in the stock market: large-cap tech names, particularly anything to do with AI. Investors have crowded into stocks like Microsoft ( MSFT ) and Meta ( META ), bettingWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contrib ...
X @TechCrunch
TechCrunch· 2025-08-29 17:32
Meta's chatbots will now be trained to not engage with teenage users on a number of sensitive topics, ranging from self-harm, disordered eating, or inappropriate romantic conversations, @zeffmax has exclusively learned.The change comes two weeks after the reveal of internal policy documents prompted renewed scrutiny into Meta's existing safeguards, and lack thereof. https://t.co/1l403bpd90 ...
X @TechCrunch
TechCrunch· 2025-08-29 17:09
After a bombshell report on Meta allowing its AI chatbots to have sensual chats with minors, the company is updating its policies. https://t.co/eDYAyIglT7 ...
Meta updates chatbot rules to avoid inappropriate topics with teen users
TechCrunch· 2025-08-29 17:04
Core Points - Meta is changing its approach to training AI chatbots to prioritize the safety of teenage users, following an investigative report highlighting the lack of safeguards for minors [1][5] - The company acknowledges past mistakes in allowing chatbots to engage with teens on sensitive topics such as self-harm and inappropriate romantic conversations [2][4] Group 1: Policy Changes - Meta will now train chatbots to avoid discussions with teenagers on self-harm, suicide, disordered eating, and inappropriate romantic topics, instead guiding them to expert resources [3][4] - Teen access to certain AI characters that could engage in inappropriate conversations will be limited, with a focus on characters that promote education and creativity [3][4] Group 2: Response to Controversy - The policy changes come after a Reuters investigation revealed an internal document that allowed chatbots to engage in sexual conversations with underage users, raising significant concerns about child safety [4][5] - Following the report, there has been a backlash, including an official probe launched by Senator Josh Hawley and a letter from a coalition of 44 state attorneys general emphasizing the importance of child safety [5] Group 3: Future Considerations - Meta has not disclosed the number of minor users of its AI chatbots or whether it anticipates a decline in its AI user base due to these new policies [8]
Meta 元宇宙平台将引入AI 驱动的非玩家角色
Huan Qiu Wang Zi Xun· 2025-08-29 13:56
【环球网科技综合报道】8月29日消息,据外媒Engadget报道,Meta 元宇宙平台的开发者很快就能为 Horizon Worlds 创建 AI 驱动的非玩家角色( NPC)。 Meta预告了这一举措,称该举措将"很快"作为开发者更新的一部分推出,为开发者添加新的生成式 AI 工具。 来源:环球网 外媒称,功能上线后,开发者将能够使用 Meta 的 Worlds Desktop Editor 创建NPC,这些NPC能够通过 语音聊天与玩家进行"逼真"对话。 对于玩家来说,这意味着他们遇到的NPC将能够更加生动地互动,并对特定的互动作出反应,而不仅仅 是依赖脚本化的响应。Meta在一篇博客文章中分享了一个视频,展示了开发者如何自定义角色的外 观,并创建背景故事和指令,以决定角色如何响应玩家。 外媒表示,此次更新是 Meta 稳步推进其AI 与元宇宙愿景的最新举措。鉴于其 Connect 活动即将在几周 后举行,我们很有可能很快听到更多关于生成式 AI 如何改变 Meta 虚拟世界的消息。(思瀚) ...
字节跳动季度营收达480亿美元,连续两季超越Meta,坐上全球社交媒体收入头把交椅
Sou Hu Cai Jing· 2025-08-29 13:43
虽然美国总统特朗普已多次推迟了其禁令生效的时间,最近一次将截止日期延长至 9 月 17 日,但其在美国市场的命运依旧并不明朗。此外,据报道, TikTok 的美国业务至今尚未实现盈利,这也使得投资者在对其进行估值时更为谨慎。 放眼整个行业,全球社交媒体广告市场的整体增长为两家公司的竞争提供了广阔的舞台。2025 年,全球社交媒体广告支出预计将达到 2,767 亿美元,并且 在未来数年内保持约 10% 的年复合增长率。 据路透社援引知情人士消息称,字节跳动在 2025 年第二季度的营收达到了约 480 亿美元。 25% 的同比增长率使其在单季度营收上,继第一季度后再次超 越了全球社交媒体的长期领导者 Meta Platforms。Meta 同期的营收为 475.16 亿美元,同比增长 22%。 图丨字节跳动和 Meta 季度营收对比(来源:Reddit) 字节跳动的强劲增长,主要源于其在中国本土市场的深厚根基与海外市场的扩张。其营收的大部分依然由国内市场贡献,抖音已经成为一个集内容、社 交、电商与本地生活服务于一体的超级应用生态。与此同时,TikTok 的商业化进程也在全球范围内推进。与此相对应的是,字节跳动展 ...
AI 叙事重塑科技投资,市场 Hype 中如何识别真正的 AI Winners?|AGIX 年度回顾
海外独角兽· 2025-08-29 13:35
作者:Siqi、Zeming 随着 AI Infra 公司板块相继发布财报、并迎来 20%+ 以上的大涨,AGIX 指数 YTD 也在昨天突破了 20%,追踪 AGIX 的 ETF 突破新高,最新价格为 USD$34.27。 AGIX 是我们在 2024 年 6 月设计并推出了 AGIX 指数 ,初衷是为了更好地追踪新一轮 AI 革命中的 价值流动,AGIX 指数发布一个月后,华尔街 ETF 发行商 KraneShares 推出了追踪 AGIX 指数的 ETF 。 • 截至目前,AGIX 的 YTD 已经跑赢 Nasdaq100(YTD 15.88%) 高出近 8 个百分点,发布至今, AGIX total return 为 38.57% ; • 在今年年初,结合推理需求爆发临界点的趋势,我们大比例调高了 Infra 板块的占比,Infra 板块最 新占比为 45%,而在今年,Infra 是 2025 年至今表现最为突出的板块,年初至今涨幅达 36.22 %,也 是 AGIX 增长的主要因子,贡献度达到了 17.84%。 • 在本轮财报季开始前,我们对 AGIX 指数进行了新一轮调仓,在硬件半导体板块中加入了 ...