Core Viewpoint - The stock market has started August negatively, influenced by disappointing jobs data and trade tariff uncertainties, prompting an analysis of small-cap stocks with high growth potential [1] Company Summaries Amprius Technologies (NYSE: AMPX) - Amprius Technologies specializes in silicon-anode lithium-ion batteries, which provide higher energy density suitable for drones and next-gen electric vehicles [2] - The company is increasing production capacity and expanding its order backlog to capture a larger market share [2] - The upcoming earnings report on August 7 is expected to be a short-term catalyst, with analysts predicting a quarterly loss of $0.08 per share, a 38.5% improvement year-over-year, and revenue of $12.92 million, up 285.7% from the previous year [3] - As of the last market session, AMPX was trading at $6.36, down over 8%, but has surged 122% year-to-date [4] SoundHound AI (NASDAQ: SOUN) - SoundHound AI leads in the voice-assistant technology sector, developing AI platforms for various industries, including automotive and hospitality [5] - The company has seen revenue acceleration recently, with a full-year revenue growth of 85% in 2024 and a 151% year-over-year increase in Q1 2025 [7] - Despite a significant pullback in stock price after Nvidia's exit from its investment, SoundHound's fundamentals remain strong [6][7] - Currently, SOUN is trading at $10.11, down 2%, and has decreased nearly 50% year-to-date [7] Investment Outlook - Both Amprius and SoundHound are characterized as volatile small-cap stocks with strong fundamentals, potentially offering outsized returns amid anticipated rate cuts [9]

Vibe Coding Turned This Swedish AI Unicorn Into The Fastest Growing Software Startup Ever https://t.co/aspXTFqRGt https://t.co/aspXTFqRGt ...

Core Viewpoint - The Nasdaq has been experiencing a continuous rally since April, driven by the increasing adoption of AI and robotics, leading to reduced hiring and a paradoxical rise in stock prices [2][3]. Group 1: Market Trends - The tech sector, particularly Nasdaq giants like Amazon and Microsoft, is seeing expanding profit margins despite workforce reductions due to AI [3][4]. - The trend of replacing human labor with AI tools is contributing to the overall market rally, with hiring numbers declining [2]. Group 2: Investment Opportunities - Covered call funds are highlighted as potential investment vehicles, offering payouts up to 11.2% while providing exposure to the tech sector [2][3]. - The Global X Nasdaq 100 Covered Call ETF (QYLD) generates income by writing covered calls on the Nasdaq-100 index, providing monthly payouts [5][6]. - The JPMorgan Nasdaq Equity Premium Income (JEPQ) employs a similar strategy but offers more flexibility in management and has a focus on mega-cap stocks [9][10]. - The Columbia Seligman Premium Technology Growth Fund (STK) is a closed-end fund that focuses on technology with a more concentrated portfolio and a growth-at-a-reasonable-price strategy [12][13]. Group 3: Fund Comparisons - QYLD is less volatile but sacrifices potential upside for stability and high income from options premiums [7]. - JEPQ, managed by experienced professionals, has shown better performance over time compared to QYLD due to its active management approach [11]. - STK, while more volatile than the Nasdaq, focuses on a narrower set of technology stocks and employs a flexible covered call strategy [14][15].

#B站上线AI原声翻译功能#【B站上线"AI原声翻译功能" 将加入日语等语言】B站公布其为服务海外用 户自研的"AI原声翻译功能"以便海外用户更好体验游戏、科技、二次元等主推内容。未来中文用户观看 外语UP主视频或海外用户观看中文UP主视频时能无差别体验原汁原味的"本地化"翻译视频。后续，B 站还将视需求把日语等语言加入"AI原声翻译"功能中，持续扩展在海外市场的适配能力。#大厂情报局# (智通财经) ...

Group 1 - Palantir Technologies has seen its stock price more than double this year and increase nearly 1,500% over the past three years, despite a high price-to-earnings ratio of 660 [1][3][6] - The company provides an AI platform that organizes and connects data from various sources, simplifying complex operations, with a product originally designed for government clients now expanding into commercial use [5][6] - Palantir's government and defense contracts provide stability and create a high barrier to entry, while its commercial platform in the U.S. is growing rapidly, with a year-over-year growth rate of 71% in Q1 2025, surpassing the total company revenue growth of 39% [6][7] Group 2 - The total company revenue for Palantir over the trailing 12 months is $3.1 billion, indicating potential for continued high and profitable sales growth in the future [7] - The AI sector is currently the biggest trend in the markets, with many investors attracted to companies like Palantir that offer significant growth opportunities and a competitive edge [3][4]

本周观点 投资建议 建议关注国内生成式大模型龙头科大讯飞；AI 硬件有望成为应用落地的新载体，建议关注海康威视、虹软科技、 禾赛等；AI 相关功能打磨能够带动付费率、Arpu 值提升，建议关注迈富时等。 风险提示 行业竞争加剧的风险；技术研发进度不及预期的风险；特定行业下游资本开支周期性波动的风险。 敬请参阅最后一页特别声明 1 7 月 28 日，智谱 AI 开源 GLM-4.5 系列（总参 3550 亿/激活 320 亿），首次在单模型中融合推理、编程与智能体 能力。该系列采用 MoE 架构与均衡路由优化，经 15T 通用语料+7T 代码特化训练后，在 12 项全球评测中综合 排名全球第三（开源/国产第一），生成速度达 100 tokens/秒。实测在工具调用成功率上超越 Claude、Kimi，已 在智谱清言与Z.ai平台开放体验并开源全部代码与技术报告。7月26日，阿里通义千问推出推理专用模型Qwen3- 235B-Thinking（MoE 架构 2350 亿/激活 220 亿），一周内第三次开源。模型在 256K 长文本与逻辑数学任务实 现跃升——高难度测试「人类最后的考试」得分较 4 月提升 54% ...

Inside OpenAI’s quest to make AI do anything for you | TechCrunch https://t.co/RcbZn3iKx4 ...

Teradyne TodayTERTeradyne$104.16 -3.27 (-3.04%) 52-Week Range$65.77▼$144.16Dividend Yield0.46%P/E Ratio36.04Price Target$114.44Add to WatchlistThe stock market often sends investors subtle hints, but on July 30, 2025, its message about Teradyne, Inc. NASDAQ: TER was loud and clear. Shares of the semiconductor test equipment supplier rose higher, closing the day with a nearly 19% gain. Teradyne’s stock price climb seemed to be a decisive response to the company’s latest earnings report.Get Teradyne alerts:I ...

The symbiotic escalation of technology and finance is, in some ways, an advert for American innovation. The country has both the world’s best artificial-intelligence engineers and most enthusiastic financial engineers. For some it’s also a warning sign https://t.co/eRMp4W7UpJ ...

Meta Platforms' (META -2.99%) hot streak continued on Wednesday after the social media giant delivered another blowout earnings report for the second quarter. The stock jumped double digits after hours, and Meta was on track to set a new all-time high on Thursday. Revenue jumped 22% to $47.5 billion, which easily beat estimates at $44.8 billion. Revenue growth was driven by a balanced mix of growth in users, up 6%, ad impressions, up 11%, and price per ad, which rose 9%. Those results show its ad business i ...