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TechCrunch· 2025-07-09 20:31
Everyone wants a slice of agentic AI, and @Narada_AI's CEO says it might be the end of SaaS as we know it.Dave Park joined @RebeccaBellan on @EquityPod to explain what’s next for enterprise software.Catch the full episode here:https://t.co/81wXccnpaK https://t.co/1pXNa1BPTf ...
SoundHound Stock Jumps 55% in 3 Months: Should You Still Buy Now?
ZACKS· 2025-07-09 16:50
Core Insights - SoundHound AI (SOUN) has experienced a significant stock price increase of 55% over the past three months, outperforming major market indices and sectors [1][9] - Despite this growth, the stock is still 49.1% below its 52-week high of $24.98, but 222.6% above its 52-week low of $3.94, raising questions about further upside potential [2] Revenue Growth and AI Innovation - In Q1 2025, SoundHound reported revenues of $29.1 million, reflecting a year-over-year growth of 151%, driven by successful acquisitions [6] - The proprietary Polaris foundation model supports multi-modal, multi-lingual voice AI, enhancing the performance of the Amelia 7.0 platform [7] - SoundHound is expanding its voice commerce capabilities, with over 13,000 restaurant locations using its AI and pilots with major automotive OEMs [8] Diversification and Enterprise Traction - SoundHound has diversified its customer base beyond automotive AI, achieving strong renewals and expansions in sectors like healthcare, telecom, and financial services [10] - The Amelia 7.0 platform allows businesses to deploy AI agents for complex workflows, positioning SoundHound as a key player in the Agentic AI market [11] Operational Metrics - Active cloud users increased by over 50% in Q1, with a tenfold rise in restaurant activations year over year [12] - SoundHound's AI platforms handle over 2 billion voice queries per quarter, indicating strong operational momentum [12] Valuation Concerns - SoundHound's forward Price-to-Sales (P/S) ratio stands at 27.19X, significantly above the industry average of 19.56X, highlighting valuation concerns [15] - The company remains unprofitable on a GAAP basis, with a non-GAAP net loss of $22.3 million in Q1 [18] Competitive Landscape - SoundHound faces intense competition from tech giants like Alphabet, Amazon, and Apple, which dominate the voice AI market [22] - The company must focus on niche, embeddable voice solutions to differentiate itself from larger competitors [23] Future Outlook - Management projects full-year 2025 revenues between $157 million and $177 million, with a commitment to achieving adjusted EBITDA profitability by the end of 2025 [21] - The stock's recent rally reflects confidence in SoundHound's scalable AI platform and vertical expansion, but elevated valuation and operating losses present risks [24][25]
Highlights from NVIDIA Keynote and GTC Paris 2025
NVIDIA· 2025-07-09 16:47
Welcome to our GTC Paris at VivaTech 2025 wrap-up. Hello everyone, I'm Dion Harris, Senior Director of HPC and AI Infrastructure Solutions at NVIDIA. Europe was the birthplace of the first two industrial revolutions and where modern manufacturing emerged.Now, the fourth industrial revolution has arrived: the age of AI. This year, we showcased something remarkable—the acceleration of AI across every corner of Europe. In his keynote, Jensen Huang shared how we're entering the era where agentic AI can understa ...
今夜见证历史!美股诞生首个4万亿美元市值公司
第一财经· 2025-07-09 15:12
2024年6月18日美股收盘,英伟达市值飙升至超过3.4万亿美元,首次成为全球市值最大公司。这距 离该公司挺进3万亿美元俱乐部不到两周。 2025.07. 09 本文字数:1973,阅读时长大约3分钟 作者 | 第一财经 钱童心 7月9日美股开盘,英伟达的市值首次突破4万亿美元,成为全球首家4万亿美元市值公司。 从3万亿美元市值增至4万亿美元市值,英伟达用了13个月。 2024年6月5日,英伟达首次收盘市值突破3万亿美元,从2万亿美元市值增至3万亿美元市值,英伟 达仅用了约3个月的时间。 2023年5月30日,英伟达市值首次突破1万亿美元,并成为美股有史以来首家万亿美元市值的芯片公 司。2024年3月1日,英伟达市值突破2万亿美元,从1万亿美元市值增至2万亿美元市值,英伟达用 了9个月时间。 AI"加速一切",打造数据中心工厂 英伟达股价暴涨与该公司AI芯片迭代的速度正相关。"今天我们正处于计算领域重大转变的最前沿, 人工智能和加速计算的交汇将重新定义未来。"英伟达创始人CEO黄仁勋表示。 今年年初,英伟达股价曾一度遭遇DeepSeek"黑天鹅"的冲击。市场担心,由于DeekSeek的人工智 能模型R1仅需更 ...
Can Unisys Monetize Agentic AI Before Competition Catches Up?
ZACKS· 2025-07-09 14:50
Key Takeaways UIS launched three AI cloud solutions to boost operations and integrate AI into core enterprise systems. The company faces rising competition from MSFT's Copilot and PLTR's AIP in the agentic AI space. UIS expects 2026 EPS to grow 120.7% and trades at a low 0.15x forward P/S, signaling strong upside potential.With the current market rapidly shifting its focus toward AI solutions for seamless and more efficient business operations, Unisys Corporation (UIS) is stepping up its game in this cont ...
美股诞生首个4万亿美元市值公司!AI时代英伟达不甘于仅做“卖铲子的人”
Di Yi Cai Jing· 2025-07-09 14:32
从3万亿美元市值增至4万亿美元市值,英伟达用了13个月。今年年初,英伟达股价曾一度遭遇DeepSeek"黑天鹅"的冲击。 7月9日美股开盘,英伟达的市值首次突破4万亿美元,成为全球首家4万亿美元市值公司。 从3万亿美元市值增至4万亿美元市值,英伟达用了13个月。 2024年6月18日美股收盘,英伟达市值飙升至超过3.4万亿美元,首次成为全球市值最大公司。这距离该公司挺进3万亿美元俱乐部不到两周。 2024年6月5日,英伟达首次收盘市值突破3万亿美元,从2万亿美元市值增至3万亿美元市值,英伟达仅用了约3个月的时间。 2023年5月30日,英伟达市值首次突破1万亿美元,并成为美股有史以来首家万亿美元市值的芯片公司。2024年3月1日,英伟达市值突破2万亿美元,从1万亿 美元市值增至2万亿美元市值,英伟达用了9个月时间。 今年年初,英伟达股价曾一度遭遇DeepSeek"黑天鹅"的冲击。市场担心,由于DeekSeek的人工智能模型R1仅需更少的芯片,就能实现与ChatGPT大模型相当 的能力,可能减少未来对英伟达芯片的需求。 对此,黄仁勋向市场多次回应。他强调,市场对R1的理解完全不对,这种AI推理模型对算力的需求实 ...
SoundHound Rises as Short Sellers Exit and AI Demand Grows
MarketBeat· 2025-07-09 14:04
SoundHound AI TodaySOUNSoundHound AI$12.94 +0.23 (+1.79%) 52-Week Range$3.94▼$24.98Price Target$10.50Add to WatchlistSoundHound AI NASDAQ: SOUN shares surged more than 30% in early July as a combination of factors rapidly reduced the available share count. They include inflows into agentic AI names, such as Salesforce, Palo Alto Networks, and Meta Platforms, as well as short-covering, which is robust. In June, short interest in SoundHound was over 30%, making it a powerful market force for share prices. Ge ...
Zoom rolls out new agentic AI offerings to save time and drive connections
Globenewswire· 2025-07-09 13:00
Zoom AI Companion now connects with 16 third-party apps, including ServiceNow, Jira, Asana, Box, and others, to complete tasks and orchestrate agents without leaving ZoomCustom AI Companion add-on is now available to online customers, delivering extended capabilities, including AI meeting summaries across top meeting platforms and customized meeting summariesZoom expands core AI Companion capabilities, including real-time call questions, voice recorder for in-person meetings, and meeting agenda creation, in ...
维纳智能Agentic AI系列创新产品发布
Xin Hua Cai Jing· 2025-07-08 12:53
新华财经香港7月8日电(记者林迎楠)香港维纳智能科技有限公司8日在香港数码港举行"Agentic AI系 列产品发布会暨生态联盟启动仪式",展示多项针对香港市场需求研发的人工智能技术成果,并联合多 家本地及国际知名机构成立生态联盟,共同推动Agentic AI的落地与跨域应用。 会上,维纳智能正式推出三款旗舰应用。根据维纳智能团队的测试数据,这些应用99%以上生成内容体 现香港"一国两制"及爱国爱港社会语境,94%以上时事信息具备新闻级溯源能力,且支援多语言内容智 能汇聚,在本地超百万级名词辨识与写作实时校对方面,应用达到93%以上的精确度,94%以上垂直行 业(如赛马)交叉统计分析问答准确率。 技术深度与场景落地的平衡能力、数据合规与创新的协同能力,以及灵活整合资源的生态聚合能力是维 纳智能展现出的三大竞争优势。联想方案与服务业务集团亚太区总经理何一凡说,联想与维纳的合作不 仅是资本层面的投入,更是战略上的结盟,未来将共同拓展更多AI应用场景。 联想创投领投维纳智能种子轮投资。联想创投董事总经理梁颖指出,该团队自创的SYNC与ToM系统, 成功构建出具备闭环架构的Agentic AI解决方案,展现出中国原创 ...