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Why 'avocado and garlic' could be key AI market catalysts to watch
CNBC Television· 2025-12-19 22:36
And now let's unwrap what to watch in the next two weeks into January. And avocado and garlic are terms you need to remember. Joining us now, Adam Chrisouli, Vital Knowledge founder and president.Adam, we're not making guacamole here. It's AI. >> Yes.Uh AI, you know, is still the most important theme trend in this market. And so, um, Garlic and Avocado are the two frontier LLM models that are due out, uh, around Q1. Um, for open AI, it's garlic and meta's Avocado.Um, and this is really going to be probably ...
企业如何实现指数级增长
Xin Lang Cai Jing· 2025-12-19 22:31
文/夏宁 由萨利姆·伊斯梅尔所著的《指数型组织2.0》旨在回答一个管理者都关心的问题:未来,公司如何实现成倍增 长? 书中指出,指数级增长不再依赖一些单个优势的放大,而是多种优势的协同发力。作者列举了一些为人熟知的 领域的大企业的例子,比如汽车领域的特斯拉,其指数增长不仅因为电池技术的突破,更在于汽车内部的软件 系统的使用和迭代;OpenAI的诞生,除了技术和算法作为底层支撑,还有有很大的使用场景才行。 作者所说的"指数级增长"也不仅仅只是针对商业公司,也同样适用于公益事业,无论是什么类型的组织,指数 级增长解决的都是其发展中面临的"真问题",聚焦的是企业的可持续发展。所以,这本书对于无论是想要做百 年老店的成熟企业,还是初创的科技公司,抑或是公益事业和机构,都有一定启发。 市场或许已经较为成熟或者非常成熟,而企业们如何在其中立足以及可持续发展,这就要向组织内部的变革要 答案。 该书认为,当下互联网企业偏好的是"中台战略"以及"小前台"模式,而这极大程度上解决了传统的企业反应迟 缓,以及分布式决策的弊端。这对于成熟企业打破"大企业病",加强内部协同并重启增长有着很大的启发和现 实意义。 作者本身是享誉硅谷的创 ...
X @The Economist
The Economist· 2025-12-19 21:00
The obvious reason for SpaceX, OpenAI and Anthropic to pursue IPOs is access to more capital. But will this trump more scrutiny? https://t.co/WIZ531G6Hy ...
Balance Sheets Starting to Fray, Says JP Morgan's Aliaga
Youtube· 2025-12-19 20:46
We end the week on a high. But wow, if we've been riddled with doubts, where is your mind been at. Yeah, it has been a really interesting tape in recent weeks and months.I mean, the debate around I, the return on investment around I, around the quality of the balance sheets, the war on the model front, right between activity and Google's Gemini. And I think moving forward, markets are realising this is going to be less of a competition on just the innovation, although the innovation is really important, but ...
OpenAI seeks funding at $830B valuation
CNBC Television· 2025-12-19 20:39
OpenAI looking to raise more money which could push its valuation to $830 billion. Mackenzie Seagalos here with more behind that big number. Mac, >> hey Scott.So OpenAI's valuation getting marked higher across back-to-back reports. Roughly an $80 billion spread over 24 hours. The journal now says OpenAI's next round could raise as much as hundred billion at an $830 billion valuation.That would be good for cap table names like SoftBank, which recently liquidated its entire Nvidia stake, to go allin on OpenAI ...
Jim Cramer Says the Bubble in the Data Center “Burst Two Months Ago for All But Google”
Yahoo Finance· 2025-12-19 20:14
Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer talked about recently. Cramer mentioned the company while discussing the talks of a bubble in the data center business, as he remarked: “Now, why is this migration so important? Because you have all these people saying that a bubble may be developing in the data center and anything connected to it. But anyone with two eyes can see that the bubble burst two months ago for all but Google. And that’s because Google won.” Photo by Kai Wenzel on U ...
Graham: A.I. & Fed Top 2026 Themes, Top Picks in ANET, COHR & LLY
Youtube· 2025-12-19 20:00
of Andrew Graham, managing partner, Jackson Square Capital, is with me to talk about the market action as we sort of wrap up this year. How are you feeling about the market right now. >> Well, I I feel like we've gone through another, you know, pullback in the momentum factor.You see that in the tech tape up until, you know, yesterday's solid solid micron report. Um, and there's follow through today. Um, I think it's kind of chopped.I guess what I'll give you a ba hug. How about that. this time of the year. ...
Will Nvidia Stock Crash in 2026?
The Motley Fool· 2025-12-19 19:45
The generative AI boom is getting a little long in the tooth.2025 has been a banner year for Nvidia (NVDA +3.80%) investors. Shares in the AI hardware titan have soared by 32% this year, trouncing the S&P 500's comparatively measly return of just 15%. That said, the generative artificial intelligence (AI) hardware boom is getting long in the tooth, leaving investors wondering if Nvidia can maintain its momentum in 2026. Let's dig deeper to see what the future may bring for the stock. Nvidia is still a fanta ...
Department of Energy Partnership Powers CRWV Comeback Rally
Youtube· 2025-12-19 19:00
I'd like to welcome in Jeff Pierce, senior manager of derivatives trading for Charles Schwab. So Jeff, walk us through the greatest and latest here for for Cororeweave as clearly something is going right for the stock today. >> Yeah, fear missing out for sure, up 21%.This comes after Core We've joined the energy department's Genesis mission. They said they're now going to provide AI cloud support for advanced scientific workloads, basically renting out that infrastructure to the DOE Genesis projects. This m ...
X @TechCrunch
TechCrunch· 2025-12-19 17:52
OpenAI adds new teen safety rules to ChatGPT as lawmakers weigh AI standards for minors https://t.co/GPpTDcJvaz ...