美股研究社·2025-08-01 11:27Group 1 - The core viewpoint of the article emphasizes the rapid development of artificial intelligence (AI) technology, which is creating extensive opportunities in the market [3]. - Meta Platforms' CEO Mark Zuckerberg stated that AI is boosting the company's advertising business [5]. - Scale AI's competitor, Surge AI, is negotiating a $1 billion financing at a valuation of $25 billion, with expected revenue of $1.2 billion in 2024, surpassing Scale AI [5]. - Ambiq Micro, an AI ultra-low power semiconductor manufacturer, saw its stock open 58% higher on its IPO day, with a peak increase of 74.17% before a temporary trading halt due to volatility [5]. Group 2 - Apple reported third-quarter revenue of $94.04 billion, exceeding expectations by nearly $5 billion, driven by higher-than-expected iPhone sales [8]. - The earnings per share for Apple were $1.57, surpassing the anticipated $1.43 [8]. - iPhone revenue reached $44.58 billion, a 13% year-over-year increase, exceeding market expectations by $4 billion [8]. - The services segment generated $27.42 billion in revenue, above the expected $26.85 billion [8]. - Apple's board announced a cash dividend of $0.26 per share [8].