吃尽中国红利，却卸磨杀驴卖身美国，商务部摁死的AI白眼狼一点都不冤 蝴蝶效应科技一家靠中国土壤扶植起来的AI新贵，用最精致的算计上演了一出"吃尽红利就跑"的戏码。 然而想要跳槽美国打包我们一手扶持的高新技术，可能吗? 2022年的武汉光谷，疫情的阴霾尚未完全散去，就一间略显局促的的房间里。 在光谷的创业扶持政策下，又为他免去了三年房租和三年税收减免，硬生生帮这家初创公司熬过了最艰难的起步期。 创业初期，肖弘团队就立志要做中国最好的通用AI智能体。 那时候的他们抱着这一腔热忱、这宏大的理想、这看不见摸不着的未来顶过了所有难关。 中国没有不管他们，中国市场没有辜负他们给了这家初创公司最慷慨的回馈： 那时候还不是总裁的肖弘领着五名核心成员，在折叠桌前敲出了现在的蝴蝶效应科技的第一行代码。 彼时的许多的初创公司因疫情影响和经济不景，资金断裂黯然离场。 但肖弘一行无疑是幸运的，他们是AI专业中的佼佼学生。 核心成员肖弘又顶着华中科大的名校光环，让他顺利拿到了国内创投机构3000万的种子轮融资。 千万级电商用户的对话数据，无偿成为其算法训练模型的"养料"。 国有资本背景的产业基金果断注资8亿元，只为了保证这个年轻的公司技 ...

Microsoft, Meta and Tesla logos on blue tech backdrop, signaling mega-cap earnings impact on tech ETFs. Key Points Despite strength in pockets like memory chips, heavy weighting in underperforming Magnificent Seven names has kept XLK and QQQ stuck in consolidation. Microsoft, Tesla, and Meta's Jan. 28 earnings reports carry outsized influence as both ETFs sit just below key breakout levels. Guidance on AI spending, monetization, and profitability from these three leaders may determine whether tech brea ...

Core Viewpoint - Meta is introducing a subscription model for Facebook and Instagram, allowing users to pay £3.99 per month to remove personalized ads, or continue using the platforms for free with ads [1][6][13] Pricing Structure - The subscription fee for the app version is £3.99 per month, while the web version costs £2.99 per month. Additional accounts incur a charge of £2 per month for web and £3 for app [6] - The higher app fee is attributed to fees imposed by Apple and Google [6] Target Audience - Notifications regarding the subscription are being sent to UK users over the age of 18, prompting them to consider the ad-free option upon logging into their accounts [9] User Options - Users who opt not to subscribe will continue to see personalized ads but can adjust their ad preferences in the settings [12] - Meta emphasizes that it does not sell personal data to advertisers [12] Reason for Subscription Introduction - The subscription model follows guidance from the UK's Information Commissioner's Office regarding ad-free options, aiming to provide users with a choice about data usage for personalized advertising [13] - This model, referred to as "consent or pay," allows digital platforms to generate revenue from users who choose not to be tracked [14]

Key Takeaways Mag 7 earnings are likely to rise 16.9% on 16.6% higher revenues, with four members reporting this week.AI positioning is under focus, as MSFT and META ramp up spending, while AAPL faces limited AI visibility.The Mag-7 group trades at a 26% valuation premium to the S&P 500.The Q4 earnings reporting season has accelerated this week, with more than 300 companies scheduled to release results. Among them are 102 S&P 500 constituents, including four members of the “Magnificent 7.” As a group, the M ...

Terms of Use Privacy Notice Accessibility About Us Reviews Site Map Your Ad Choices Advertising Contact us IBD Stock Charts IBD Stock Checkup Stock Quotes Stock Market Today The Big Picture My Stock Lists IBD Live Leaderboard SwingTrader MarketSurge IBD Digital MarketDiem The Wall Street Journal Barron's MarketWatch Dow Jones Smart Money Connect With Us On Information in Investor's Business Daily is for informational and educational purposes only and should not be construed as an offer, recommendation, soli ...

Kevin Hanks, CBOE, our pre-bell playbook. Good morning to you, Kevin Hanks. >> Good morning, Nicole.You know, looking at this market as we get ready for the trading day. It's starting slow, but it's only going to pick up pace throughout the day all the way till after the bell when we get large cap tech earnings. But before that, we've got many stocks moving.We we have um mortgage applications data coming in a bit soft. Why is that. Well, if you look at the 10-year yield, the 10-year yield's gone from 6.13% ...

Core Insights - Meta Platforms (META) has experienced an 11% gain over a 5-day winning streak, increasing its market capitalization by approximately $173 billion to $1.7 trillion [2] - The stock has a year-to-date return of 2.0%, closely aligning with the S&P 500's return of 1.9%, prompting a reassessment of its valuation [3] Group 1: Stock Performance - The recent rally was prompted by an upgrade from Rothschild & Co, along with an increase in the price target [4] - Despite the stock's strong operational performance and financial health, it is considered fairly priced due to its high valuation [5] - The market has already factored in the recent gains, indicating the need for predictive signals to identify future investment opportunities [6] Group 2: Market Context - There are currently 55 S&P constituents with 3 or more days of consecutive gains, while 62 constituents have experienced 3 or more days of consecutive losses [8] - The Trefis High Quality Portfolio, which includes 30 stocks, has a history of outperforming benchmarks, suggesting a smoother investment experience with reduced risk [8] Group 3: Analyst Ratings - The stock rating has been elevated to 'Buy' from 'Neutral', with the price target raised from $740 to $900, reflecting increased bullish sentiment and enhanced investor confidence [9]

Core Insights - Snap is establishing an independent subsidiary focused on augmented reality smart glasses to attract external investment and compete with larger rival Meta in the growing wearables market [1] Company Strategy - The creation of a subsidiary indicates Snap's commitment to expanding its presence in the augmented reality sector [1] - The move aims to enhance Snap's competitive edge against Meta, which is a significant player in the wearables market [1] Market Context - The wearables market is experiencing rapid growth, prompting companies like Snap to innovate and seek investment opportunities [1] - By focusing on augmented reality, Snap is positioning itself to capitalize on emerging trends within the technology landscape [1]

Group 1 - Corning reported a 26% increase in earnings to 72 cents per share for Q4, exceeding estimates [1] - The company struck a significant $6 billion deal with Meta, which contributed to the positive earnings report [1] - Following the announcement, Corning's stock experienced a rally, breaking out on Tuesday before paring some gains on Wednesday morning [1] Group 2 - Corning specializes in optical communications, including fiber optic cables, display technologies, and consumer electronics components [1] - The deal with Meta is expected to enhance Corning's position in the fiber-optic market, aligning with industry trends towards increased demand for high-speed internet and connectivity solutions [1]

The major U.S. index futures are currently pointing to a higher open on Wednesday, with stocks likely to extend the upward move seen over the two previous sessions.Semiconductor stocks may continue to lead the higher after turning in some of the best performances during Tuesday's session.U.S.-listed shares of ASML (ASML) are surging 5 percent in pre-market trading after the Dutch semiconductor equipment giant reported strong fourth quarter results and provided upbeat 2026 guidance.South Korea's SK Hynix al ...