Google on Wednesday announced that it is bringing more of its Gemini AI features to its Chrome browser, the latest in the company's efforts to put its new-age tech front and center for users. The Gemini-powered features include the image generation tool Nano Banana, Google's "Personal Intelligence" feature and "Auto browse," an agentic AI tool that lets users command the browser to perform various tasks across the web with a single prompt. Google is also introducing a new Chrome design that includes a panel ...

This Sector Agnostic Tech ETF Offers a Great Route Into Earnings ResultsETF Trends is now VettaFi. Read More --ETFs have all kinds of powerful advantages. As flexible, transparent, easily tradable investment vehicles, they offer investors the opportunity to craft bespoke portfolios with targeted, granular allocations. Walling off funds by sector, however, can sometimes limit their ability to provide returns for investors. In tech, particularly, what the market considers a "tech stock†and what many index ETF ...

Core Insights - Meta Platforms Inc. is set to report its fourth-quarter earnings, with a focus on the impact of its revamped artificial intelligence strategy for 2026 [1] - The company invested $14.3 billion in Scale AI to enhance its AI capabilities, particularly under the leadership of founder Alexandr Wang [1][2] AI Strategy and Investments - Meta's AI unit, TBD, was established following a lukewarm reception of its Llama 4 model, and it is currently developing a new model code-named Avocado, expected to launch in the first half of the year [2] - The company is also investing heavily in data center infrastructure, committing up to $6 billion to Corning for fiber-optic cables through 2030 [3] - CEO Mark Zuckerberg emphasized the necessity of these investments in AI, despite concerns from investors regarding costs [3][4] Financial Projections - Meta's capital expenditures related to data centers are projected at $21.97 billion for the quarter, with expected online advertising sales of $56.98 billion [4] - Analysts predict that the number of daily active users will reach 3.58 billion in the fourth quarter [5] Reality Labs Unit - The Reality Labs unit, which focuses on virtual and augmented reality, is expected to report an operating loss of $5.67 billion on sales of $940.8 million for the fourth quarter [6][7] - This unit has accumulated over $70 billion in total operating losses since late 2020, raising concerns about its future viability [7] Earnings Estimates - Analysts estimate earnings per share at $8.21 and revenue at $58.35 billion for the upcoming report [8]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

据媒体最新报道，世界首富埃隆·马斯克正计划将太空探索技术公司（SpaceX）的IPO时间安排在6月中旬——正值罕见的行星连珠现象与他的生日期间。 SpaceX公司计划融资规模高达500亿美元，估值约1.5万亿美元，有望成为历史上规模最大的IPO。 媒体爆料IPO将安排在6月中旬 据券商中国报道，当地时间1月28日，英国《金融时报》消息，知情人士透露，马斯克计划将SpaceX公司IPO的时间安排在今年6月中旬。 报道称，SpaceX公司计划融资规模高达500亿美元，估值约1.5万亿美元。这有望成为历史上规模最大的IPO，远超沙特阿美2019年筹集的290亿美元，并且 预计此次发行将引发机构和散户投资者的巨大需求。 知情人士称，SpaceX公司首席财务官Bret Johnsen自2025年12月中旬以来一直与现有私人投资者举行会谈和视频会议，探讨2026年年中上市的可能性。 2025年12月，SpaceX公司曾就以8000亿美元估值进行私募股权出售展开谈判，这一估值是其此前近4000亿美元估值的两倍多。 目前SpaceX公司已安排美国银行、高盛、摩根大通和摩根士丹利担任这笔重磅交易的主承销商。 SpaceX成立于 ...

Fundraising Efforts - OpenAI is reportedly in the process of closing a $100 billion fundraising round, with SoftBank committing an additional $30 billion on top of the previous $30 billion already provided [2][3][15] - The total amount raised by SoftBank for OpenAI is $41 billion, of which $11 billion was syndicated out [2][3] Valuation and Financials - OpenAI's post-money valuation is estimated to be between $830 billion and $850 billion [4] - The company currently has approximately $40 billion in cash on its balance sheet and has recently added $1 billion in enterprise revenue over the last 30 days, confirming a $20 billion annual revenue run rate [4][14][15] Strategic Investors - Significant strategic investors, including Nvidia, Amazon, and potentially Microsoft, are expected to participate in this fundraising round alongside SoftBank [6][7][15] - Amazon's involvement may leverage its AWS services for inference and compute needs, while Nvidia's investment is seen as part of a circular relationship [6][7] Market Context - The fundraising efforts and the involvement of major tech companies highlight the competitive landscape and strategic importance of AI technology [6][15] - The ongoing developments in OpenAI's fundraising and partnerships are viewed as critical indicators for the broader AI industry [13][15]

Group 1: OpenAI Developments - OpenAI launched Prism, a cloud-based LaTeX workspace powered by GPT-5.2, integrating drafting, editing, collaboration, and publishing, with capabilities to read the overall structure and context of papers [1] - Prism offers features like intelligent literature search, sketch-to-LaTeX conversion, and voice editing, allowing unlimited collaborators and is free for all ChatGPT users [1] - OpenAI anticipates that AI will transform software development by 2025 and the scientific field by 2026, positioning Prism as a pioneer in accelerating scientific discovery [1] Group 2: Google AI Plus Initiative - Google officially launched the AI Plus plan globally, priced at $7.99 per month in the U.S., with a 50% discount for the first two months, targeting budget-conscious users [2] - The plan includes access to Gemini 3 Pro, Flow video creation, NotebookLM research assistance, and 200GB of cloud storage, supporting up to six family members [2] - Existing Google One Premium 2TB users will automatically receive all AI Plus benefits, seen as a direct response to OpenAI's ChatGPT Go [2] Group 3: Clawdbot Rebranding - The open-source project Clawdbot was forced to rebrand as Moltbot due to trademark infringement claims from Anthropic, with developers humorously noting "same lobster spirit, new shell" [3] - During the rebranding, a GitHub issue led to the old ID being seized by cryptocurrency scammers for blockchain fraud, prompting the author to clarify that no tokens were ever issued [3] - The author also advised that "most non-technical users should not install this," as the project is still in its early stages and poses security risks [3] Group 4: Tencent's Mixed Yuan Image 3.0 - Tencent's Mixed Yuan Image 3.0, a state-of-the-art image generation model, has been open-sourced, based on an 80 billion parameter mixed expert architecture, ranking seventh globally on the LMArena image editing leaderboard [4] - The model employs a "think before edit" workflow, supporting diverse editing capabilities such as addition, deletion, style transformation, and old photo restoration [4] - The training process involved constructing a dataset of millions of image generation tasks covering over 80 tasks, utilizing a proprietary MixGRPO algorithm to align with user preferences [4] Group 5: Kunlun Tiangong's Mureka V8 - Kunlun Tiangong released the Mureka V8 music model, leveraging MusiCoT technology to enhance musicality, arrangement completeness, and vocal expression, transitioning from "generable" to "publishable" [5][6] - The V8 model surpassed Suno in subjective scoring for Chinese song generation and has formed a strategic partnership with Taihe Music Group, integrating AI music into mainstream production and distribution [6] - The platform has served over 8,000 global clients and plans to iterate 2-3 versions annually, aiming to become the leading platform in the global AI music sector [6] Group 6: Vidu's Q2 Reference Model - Vidu launched the Q2 Reference Pro model, featuring a unique "everything can be referenced" capability, supporting six types of references including effects, expressions, textures, actions, characters, and scenes [7] - The model enables fine-tuned video editing, allowing users to add, delete, modify, and replace any elements, with one-click switching between real and animated styles [7] - This new functionality allows users to create special effects films without needing to learn professional tools like C4D or AE, accelerating the production of AI-driven short dramas [7] Group 7: Ant Group's LingBot-VLA - Ant Group released the LingBot-VLA, an embodied intelligent base model trained on approximately 20,000 hours of real data covering nine dual-arm robot configurations, outperforming Pi0.5 in GM-100 benchmark tests [8] - The model utilizes a Mixture-of-Transformers architecture, integrating visual distillation to achieve strong generalization across different entities and scenes [8] - The research revealed the scaling law of the VLA model, showing continuous performance improvement as data expanded from 3,000 to 20,000 hours without saturation [8] Group 8: Establishment of the Interstellar Navigation Academy - The Interstellar Navigation Academy was officially established at the Chinese Academy of Sciences, with Academician Zhu Junqiang as the director, aiming to build a curriculum system covering 14 primary disciplines [9] - The academy will introduce 22 core courses, focusing on cutting-edge topics such as interstellar dynamics and governance, along with six specialized teaching practice platforms [9] - This initiative is positioned as a key measure to seize technological high ground, providing talent support for national deep space exploration and space science research [9] Group 9: OpenAI's CEO Acknowledgment - OpenAI's CEO acknowledged during a developer meeting that GPT-5.2 sacrificed writing capabilities for improved reasoning and coding, stating "we messed up," with plans to address this in future versions [10] - The CEO predicted that by the end of 2027, the cost of GPT-5.2 level intelligence will decrease by at least 100 times, leading to personalized app versions for everyone [10] - He emphasized that the most important skills in the AI era will be high adaptability and the ability to generate ideas, noting that while the definition of engineers may change, demand will remain [10] Group 10: AI for Science Competition - OpenAI's Vice President Kevin Weil stated that GPT-5's reasoning capabilities have reached the forefront of human performance, scoring 92% on the GPQA doctoral-level test, significantly surpassing GPT-4's 39% [11] - Weil believes the greatest value of large language models lies in discovering interdisciplinary connections and forgotten research, exploring ways to instill "cognitive humility" and self-fact-checking abilities in models [11] - He predicts that 2026 will be a pivotal year for AI-enabled research, warning that researchers who do not deeply utilize AI tools will miss opportunities to enhance efficiency [11]

US businessman Tim Cook looks on during the World Economic Forum (WEF) annual meeting in Davos on Jan. 20, 2026.Apple CEO Tim Cook said he was "heartbroken" by the situation in Minneapolis and called for an easing of tensions in a note to employees this week, CNBC confirmed Wednesday."This is a time for deescalation," Cook wrote in a memo obtained by Bloomberg, which first reported the news. "I believe America is strongest when we live up to our highest ideals, when we treat everyone with dignity and respec ...

电子行业 2026 年度投资策略 把握 AI 创新，找寻价值扩张方向 glmszqdatemark 回顾与展望，AI 投资的机遇和挑战：我们于 25 年初的深度报告《AIDC 电源系 列一："速率+功率"为未来 AI 产业发展的核心矛盾》中首次提出"速率+功率" 为未来 AI 产业发展的核心矛盾。在过去的一年内，无论是速率赛道的光+PCB， 还是功率赛道中的电源+液冷，都走出了"波澜壮阔"的行情。 那么站在当下，我们怎么看未来一年的算力机遇？我们认为，26 年要重点观察 CSP 及大模型厂商的商业闭环节奏，从而把握整体行业β。同时，积极找寻价值 量扩张、资本开支增量倾斜的细分赛道，主线延续"速率+功率"。 从资本开支到 ROI 测算，解读算力核心变量。我们认为，算力需求主要看 Tokens 数+Capex。其中，Token 数（包括日活等）主要反映实时的算力需求，而 Capex 则反映云厂商的未来算力预期。部分商业闭环良好的云厂商，如谷歌等，已形成 "开支→算力→Token→收入→再开支"正循环。我们主要测算了各大云厂商的 Capex/经营现金流/ROI，从而衡量公司可持续投资，以及 AI 商业闭环能力。 把 ...

Core Insights - PVH Corporation is benefiting from the effective execution of its PVH+ Plan, which focuses on enhancing growth by leveraging its core strengths and connecting its brands, Calvin Klein and TOMMY HILFIGER, with consumers [1] Group 1: Collaboration with OpenAI - The company has announced a partnership with OpenAI to integrate advanced AI capabilities into its operations, supporting its multi-year PVH+ growth strategy [2] - Through this collaboration, PVH will co-develop custom AI capabilities that will enhance product design, demand planning, inventory optimization, and consumer engagement [3] - The integration of OpenAI enterprise APIs will modernize workflows across product, marketing, supply chain, and retail functions, including the use of ChatGPT Enterprise [4] Group 2: Direct-to-Consumer and Digital Channels - PVH is making strides in strengthening its direct-to-consumer (DTC) and digital channels, which are central to its PVH+ Plan [5] - Both Calvin Klein and TOMMY HILFIGER are gaining traction online through innovative product campaigns and global talent collaborations, leading to increased traffic, new customer acquisition, and improved repeat purchasing [5] Group 3: Stock Performance - PVH's shares have decreased by 22.5% over the past three months, contrasting with a 6.4% growth in the industry [6]