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X @Bloomberg
Bloomberg· 2026-02-19 02:24
OpenAI is close to finalizing the first phase of a new funding round that is likely to bring in more than $100 billion, sources say https://t.co/NCFZJcneG5 ...
Before you buy the software and Big Tech dips, take a closer look at this overseas stock market
Yahoo Finance· 2026-02-19 01:26
Core Insights - The market has overlooked significant developments in AI technology application, with many businesses still exploring how to implement these technologies effectively [2] - There is a notable disconnect between Wall Street's perception of AI's success and the actual challenges faced by companies in implementing AI solutions [4][5] - The costs associated with AI development are substantial, with companies currently operating at a loss while trying to establish their AI models [10][12] Group 1: AI Implementation and Market Perception - Companies face internal constraints and political challenges when implementing AI in the workplace, which complicates the process [1] - Investors are uncertain about the impact of rapidly advancing AI models from companies like Anthropic, Google, and OpenAI, leading to declines in software-focused ETFs [8][9] - The market has shown a tendency to misjudge the timeline and feasibility of AI's widespread adoption, as evidenced by historical trends in other industries [3] Group 2: Financial Performance and Investment Opportunities - Major tech companies like Microsoft, Amazon, and Tesla have seen stock declines due to the high costs of their AI initiatives, with year-to-date losses of -15%, -9.6%, and -6.13% respectively [7] - The SPDR S&P Software & Services ETF has fallen more than 17.9% year-to-date, while the iShares Expanded Tech-Software Sector ETF is down 20.1% [8] - South Korean companies Samsung and SK Hynix are positioned as key players in the AI-capable flash memory market, with significant production capabilities compared to U.S.-based Micron Technology [17][18] Group 3: Valuation and Market Dynamics - The "Korea Discount" affects the valuation of South Korean companies, which are seen as undervalued despite their importance in the AI sector [20][21] - Increased foreign investment is helping to improve the P/E ratios of South Korean firms, although the market still trades at a discount compared to U.S. equities [22][23] - Investing in South Korean ETFs, such as the Franklin FTSE South Korea ETF and iShares MSCI South Korea ETF, provides exposure to leading companies in the AI space while mitigating risks associated with direct stock purchases [24][25][26]
段永平1200亿元持仓曝光,大幅加仓英伟达;腾讯宣布元宝日活超5000万;北京亦庄诞生首只百亿具身智能独角兽丨邦早报
创业邦· 2026-02-19 01:08
Group 1 - The total box office for the 2026 Spring Festival period has exceeded 2.2 billion yuan, with the film "Fast and Furious 3" leading at 1.089 billion yuan, accounting for 49.3% of the total box office [2][4] - "Fast and Furious 3" has achieved a total of 20.354 million viewers and has broken multiple historical records, becoming the highest-grossing film in 2026 and the top domestic film in various categories [2][4] Group 2 - Segment analysis shows that "Fast and Furious 3" has a screening ratio of 29.9% and an attendance rate of 16.2% [4] - Other films in the Spring Festival box office include "Silent Awakening" with 37.743 million yuan (17.1% share), "Boon Year" with 28.520 million yuan (12.9% share), and "The Courier: Wind Rises in the Desert" with 24.281 million yuan (11.0% share) [4] Group 3 - Segment analysis of investment holdings reveals that Duan Yongping's H&H International Investment has a total market value of approximately 17.489 billion USD, equivalent to over 120 billion yuan, with significant increases in holdings of Nvidia and Pinduoduo [6] - The portfolio includes 14 companies, with notable adjustments such as a reduction in Apple and Alibaba shares, while increasing positions in AI-related companies [6] Group 4 - The company Star Sea Map in Beijing Yizhuang has become the first unicorn in the embodiment intelligence sector with a valuation of 10 billion yuan, completing nearly 11 rounds of financing totaling around 3 billion yuan [7] - Tencent's "Yuanbao" has surpassed 50 million daily active users and 114 million monthly active users, indicating strong engagement [7] Group 5 - Meta Platforms has announced a strategic partnership with Nvidia to deploy millions of chips, marking a significant collaboration in AI infrastructure [9] - Tesla has avoided a 30-day sales ban in California by complying with regulations regarding its autonomous driving marketing practices [9] Group 6 - The 2026 Spring Festival saw a significant increase in consumer spending, with a 105% year-on-year increase in New Year's Eve dinner reservations and over 80% growth in hotel bookings [12] - Sales of smart health devices, including blood glucose monitors, surged by over 60% during the holiday period, reflecting a growing trend in health-conscious consumer behavior [12]
X @CoinMarketCap
CoinMarketCap· 2026-02-19 00:24
LATEST: ⚡ OpenAI launched EVMbench, a new benchmark tool built with Paradigm to test whether AI can detect, patch and exploit smart contract vulnerabilities. https://t.co/kffLEvzr6X ...
X @Decrypt
Decrypt· 2026-02-19 00:05
OpenAI and Paradigm launched EVMbench, a tool that tests how capable AI agents are at finding and fixing smart contract vulnerabilities.Read more: https://t.co/Nr6WIJ9kkL ...
富时罗素拟修订“快速纳入”规则,为SpaceX、OpenAI等巨型IPO进场铺路
Xin Lang Cai Jing· 2026-02-18 23:45
Core Viewpoint - FTSE Russell is seeking market feedback on potential adjustments to the fast-track listing rules and broader eligibility criteria for the Russell US stock indices in anticipation of several large IPOs expected in 2026, including SpaceX, OpenAI, and Anthropic [1] Group 1: Current Listing Rules - Under current rules, new stocks are only included during quarterly reviews and must meet all eligibility requirements, including a minimum of 5% float and at least 5% public voting rights [1] Group 2: Market Expectations - Market expectations indicate that some upcoming IPOs may not meet these minimum standards, prompting the consultation for a fast-track inclusion mechanism and adjustments to the minimum float and voting rights requirements [1]
CoreWeave, Inc. Securities Class Action Lawsuit Filed; Lead Plaintiff Deadline March 13, 2026 - RGRD Law
Globenewswire· 2026-02-18 22:10
SAN DIEGO, Feb. 18, 2026 (GLOBE NEWSWIRE) -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of CoreWeave, Inc. (NASDAQ: CRWV) securities between March 28, 2025 and December 15, 2025, inclusive (the “Class Period”), have until Friday, March 13, 2026 to seek appointment as lead plaintiff of the CoreWeave class action lawsuit. Captioned Masaitis v. CoreWeave, Inc., No. 26-cv-00355 (D.N.J.), the CoreWeave class action lawsuit charges CoreWeave as well as certain of CoreWeave’s top execu ...
X @Decrypt
Decrypt· 2026-02-18 22:03
Can AI Agents Boost Ethereum Security? OpenAI and Paradigm Created a Testing Groundhttps://t.co/zJqnj86N38 ...
Build Hour: Prompt Caching
OpenAI· 2026-02-18 21:25
Hey everyone, welcome back to OpenAI Build Hours. I'm Christine. I'm on the startup marketing team and today I'm here with Erica.>> Hi, I'm a solutions engineer at OpenAI. >> So today's session is about prompt caching. Um, and this is one of the fastest ways to cut latency and reduce costs.So I'm really excited we're diving deep into this topic today. So quick context on what build hours are all about. Um, it's really to empower you with the best practices, tools, and AI expertise to scale your company usin ...
I used OpenClaw to replace my brain
Matthew Berman· 2026-02-18 21:14
This is a fresh MacBook Air. I wiped it clean and I installed OpenClaw on it. I am one of the most advanced users of OpenClaw.This is my knowledge base. For every piece of content I ever come across, I wanted to be able to simply drop a link ingest everything about it. And then I could use natural language to search against all of the knowledge base in the future.Here's the Sam Alman post acquiring OpenClaw or basically hiring Peter Steinberger. Then it said, "Whoa, Peter Steyberger, open clock creator join ...