Um, let's bring in Deutsche Banks Adrien Cox who wrote that note on OpenAI today. And Adrien, um, what do you I mean, not to be too myopic about the action today, but our investors now they've digested this massive reset over the past few months since Gemini's launch. Has that cleared the way actually for um, you know, for some maybe better data points.Um, or do you think this is so existential for OpenAI, it's going to be really hard for them. >> Well, I think you're right. This is actually in a way going ...

SAN DIEGO, Jan. 23, 2026 /PRNewswire/ -- The law firm of 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 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 e ...

Alphabet 's Google has moved beyond the search bar, positioning itself as the lead architect of "agentic commerce." In this new world, AI not only suggests what you buy but executes the purchase for you. For years, online retail has operated under a predictable platform: Shoppers search, click through the results, and complete checkout on the retailer's website. Agentic commerce is rewriting those steps. Instead of manually navigating the results, consumers will rely on artificial intelligence agents that c ...

Core Viewpoint - Advanced Micro Devices (AMD) has experienced significant stock growth, rising over 105% in the past year, with a current market capitalization of $407 billion, reflecting a valuation of approximately 11.8 times expected sales and 36 times expected earnings [1]. Group 1: Valuation and Market Position - AMD's current valuation may not appear attractive by traditional metrics, but it could be considered a deep-value opportunity as time progresses [2]. - The company is expected to continue gaining market share from Intel in the PC and server CPU markets, while also making strides in the AI GPU sector [3]. Group 2: AI Market Dynamics - While ultra-high-end GPUs are crucial for training AI models, more cost-effective hardware can efficiently run AI models, potentially improving AMD's margins despite lower margins compared to top-tier processors [4]. - AMD is not expected to surpass Nvidia in ultra-high-end GPU performance this year, but it has secured a significant partnership with OpenAI, indicating potential for growth in the AI space [5]. - Major tech companies are likely to reduce reliance on Nvidia's processors, with AMD GPUs providing a viable alternative for diversification, particularly in the less hardware-intensive model inference phase [6]. Group 3: Revenue Growth and Future Outlook - If AI revenue growth continues to accelerate, investors may be willing to pay higher valuation multiples for AMD, which reported a 36% year-over-year revenue increase in Q3 2025 and a gross margin of 52% [7]. - The current growth-dependent valuation of AMD may appear attractive if demand for its AI processors continues to rise [8].

Core Viewpoint - Meta is pausing teens' access to its AI characters globally across all its apps to develop a special version tailored for teens [1][5] Group 1: Company Actions - Meta is not abandoning its AI character efforts but is focusing on creating a safer experience for teens [1] - The company has rolled out new parental control features aimed at restricting teen access to sensitive topics, inspired by PG-13 movie ratings [2] - Meta has received feedback from parents requesting more insights and control over their teens' interactions with AI characters, leading to the decision to pause access [4] Group 2: Upcoming Changes - Teens will lose access to AI characters until the new teen-specific versions are ready, affecting users who have provided a teen birthday or are suspected to be teens based on age prediction technology [5] - The new AI characters will include built-in parental controls and will focus on age-appropriate topics such as education, sports, and hobbies [6] Group 3: Industry Context - Social media companies, including Meta, are under scrutiny from regulators, with ongoing legal challenges related to the protection of minors and social media addiction [7] - Other AI companies have also modified their offerings for teens in response to lawsuits, implementing age restrictions and safety rules [8]

Meta today said that it is pausing teens’ access to its AI characters globally across all its apps. The company mentioned that it is not abandoning its efforts, but wants to develop an updated version of AI characters for teens, the company exclusively told TechCrunch.The move comes days before a case against Meta is set to go on trial in New Mexico, in which the company is accused of a lack of effort in protecting kids from sexual exploitation on its apps. Wired reported Thursday that Meta has sought to li ...

据悉，OpenAI首席执行官萨姆・奥尔特曼计划于2月中旬访问印度，这是他时隔近一年再度到访该国。 此次行程恰逢新德里筹备举办一场大型人工智能峰会，该峰会预计将吸引脸书母公司Meta、谷歌以及 人工智能公司Anthropic等企业的高管出席。 据悉，OpenAI首席执行官萨姆・奥尔特曼计划于2月中旬访问印度，这是他时隔近一年再度到访该国。 此次行程恰逢新德里筹备举办一场大型人工智能峰会，该峰会预计将吸引脸书母公司Meta、谷歌以及 人工智能公司Anthropic等企业的高管出席。 根据峰会官网信息，印度将于2月16日至20日在新德里举办首届大型人工智能活动——2026印度人工智 能影响力峰会。 届时，英伟达首席执行官黄仁勋、谷歌首席执行官桑达尔・皮查伊、Anthropic首席执行官达里奥・阿 莫代伊等全球科技界领军人物，将与信实工业董事长穆克什・安巴尼等印度商界核心人士齐聚一堂。目 前，奥尔特曼尚未被列为已确认参会的嘉宾。 不过据了解，OpenAI计划借此次峰会契机，在新德里另行举办闭门会议，奥尔特曼预计将出席。 一位知情人士透露，该公司还将于2月19日在新德里举办一场OpenAI专属活动，受邀对象包括风险投资 ...

快手 20260122 摘要 快手作为进攻性标的，在日韩及东南亚投流动作频繁，O one 和 2.6 模 型在动作控制功能上取得进展，短期内数据表现良好，预示着其长期可 持续发展的潜力。 快手市值约 3,000 亿人民币，其 AI 视频产品"可能"收入已超过竞争 对手 Minimax 的"海螺"，2025 年 12 月月收入突破 2000 万美元， ARR 达 2.4 亿美元，若 2026 年"可能"全年收入达 25 亿人民币，估 值弹性将进一步提升。 快手主业接近盈亏平衡，预计 2025 和 2026 年经调整净利润分别为 206 亿和 237 亿人民币，港股互联网公司估值偏低，快手主营业务稳健， "可能"产品具增长潜力，向下有保底，向上弹性可期。 快手出海战略明确，利用国内人力成本优势和技术同步发展，在算法和 用户体验方面领先。国内竞争对手包括德艺、艾斯科科技等，海外有 OpenAI、谷歌等。"可能"2.5 倍模型在视频和图生视频领域均排名前 三。 Q&A 近期市场对快手在 AI 应用领域的表现和前景有何看法？ 市场对快手在 AI 应用领域的表现和前景存在一定分歧。尽管自 2026 年 1 月初 以来，快 ...

智东西 编译｜万贵霞 编辑｜云鹏 智东西1月23日消息，据《彭博社》昨日报道，本周三，英伟达CEO黄仁勋在瑞士达沃斯举行的世界经济论坛（World Economic Forum）上提到，未来几 年，全球AI基础设施建设将需要数万亿美元规模的新增投资。 受这一表态提振，全球半导体板块集体走强。存储芯片制造商三星电子昨天股价一度上涨5%，创下历史新高，并推动韩国综合股价指数KOSPI首次突破 5000点，费城半导体指数周三已上涨超过3%，再创历史新高。 ▲全球AI股票攀升（图源：彭博社） 此前，美国总统特朗普撤回了针对部分欧洲国家、因格陵兰问题而考虑加征关税的威胁，为全球股市提供了额外支撑。黄仁勋在达沃斯论坛上的发言，则进 一步强化了投资者对AI长期增长前景的信心。 一、AI热潮至少延续到2026年，财报与业绩成关键验证 Wedbush Securities分析师 丹·艾夫斯（Dan Ives）一份报告中写道，本届达沃斯论坛的核心主题正是AI革命。多位市场人士认为，AI热潮至少将持续至2026 年，投资者对高估值和国际紧张局势的担忧暂未动摇整体趋势。 据英特尔昨天公布的财报显示，第四季度营收为137亿美元（约合人 ...

Core Insights - Leidos Holdings Inc. (LDOS) has announced a strategic partnership with OpenAI to implement advanced AI solutions for government and high assurance customers, focusing on enhancing efficiency and effectiveness in mission-critical environments [1][9] Company Strategy - The partnership aims to integrate OpenAI's generative and agentic AI capabilities into Leidos' core workflows across various markets, including digital modernization, health services, national security, infrastructure, and defense, aligning with Leidos' NorthStar 2030 growth strategy [2][3] Operational Impact - The collaboration will embed AI as a core capability within operational systems, enhancing complex knowledge-based activities such as threat analysis and supply-chain monitoring while ensuring high security and reliability standards for government and defense clients [3][4] Internal Efficiency - The use of OpenAI platforms is expected to improve Leidos' internal operations by enhancing automation, streamlining workflows, and accelerating product design and delivery, thereby increasing productivity and fostering innovation [4] Industry Trends - The AI market is rapidly expanding, driven by advancements in machine learning and computer vision, with a forecasted compound annual growth rate of over 41.95% for the global AI market from 2026 to 2031 [5][6]