去年11月，清华大学"紫荆AI医生"诊断系统上线。42位来自不同科室的AI医生登台亮相，诊治范围覆盖 21个科室的300多种疾病。 先进的人工智能技术，让就诊流程呈现鲜明科技底色。"紫荆AI医生"在虚拟世界24小时不间断看病，数 天即可完成上万名"患者"诊治，还快速成长和自我进化。经过对约万名虚拟患者的诊疗，进化后的AI医 生在诊断呼吸道疾病时取得了93.06%的最高准确率。 高效便捷的AI医生、智慧贴心的养老机器人、"一键启动"的智能家居、如临其境的沉浸式文旅……国家 统计局数据显示，今年上半年，社会消费品零售总额达到24.55万亿元，同比增长5%。即使面对外部冲 击和不确定性，科技仍为消费增长提供了强势支持。 近期，科技日报记者深入一线采访调研，感受到"科技+"不断催生消费新产品新场景，不断拓展消费业 态，网医疗、智养老、数家居、创文旅成为最火"新四样"，走进千家万户。 网医疗：向精准普惠升级 "无医"诊室里，患者坐在医生以往的座位，而AI医生则在电脑屏幕上一板一眼问诊。 这一幕不是科幻，而是现实。 以AI、手术机器人为代表的数字技术，正在刷新医疗速度和精度；以信息科技为核心，现代科技赋能 传统健康医疗服 ...

"它们共同构成了杭州极具活力与韧性的数字产业生态体系，形成了从底层技术、核心硬件到场景应 用、平台服务的完整链条。" 此外，还有不少杭州企业带来数字化解决方案。杭州网易竹书信息技术有限公司带来的AI智能体团队 解决方案"网易外贸通（AI团队）"，可与外贸企业员工实现深度协作甚至认知协同，有望实现1个员工 带领"AI团队"创造20-50人规模的业绩。杭州秋果计划科技有限公司携其自主研发的全球首款可量产碳 化硅光波导XR眼镜——Wigain Omnision（开发者版）压轴登场，向全球展示中国在AI与XR融合领域的 技术突破。体验者戴上XR眼镜，通过手势隔空操作，即可沉浸式穿梭于电商购物、社交互动、文化旅 游等七大核心应用场景。 创新是链博会的底色。本届链博会上，浙江在数字科技链展区创新打造了"数智潮涌 龙跃浙里"浙江专 区。在这里，浙江人工智能产业链集体亮相：宇树科技是首次参加链博会，参展的是大家最为熟悉的四 足机器狗和G1人形机器人；以脑机接口闻名的强脑科技展示了BrainCo智能仿生手、仿生灵巧手、轻凌 M3智能仿生腿等产品；群核科技致力于探索空间智能，工作人员介绍说，"我们的家居类业务是外界比 较熟悉的部 ...

近日，寒武纪发布公告宣布调整定增方案，根据最新披露内容，公司拟向特定对象发行股票的募集资金 总额上限，已由原先的49.8亿元调减至39.85亿元，调整后募资规模缩减9.95亿元，募资规模骤降两成。 长江商报记者注意到，这笔资金将主要用于大模型芯片平台项目、大模型软件平台项目的建设以及补充 公司流动资金。公司表示，上述项目实施有利于为我国人工智能产业的发展提供底层支撑。 作为"AI芯片第一股"，寒武纪早在2020年便登陆科创板，首日市值便突破千亿。从业绩来看，此前寒武 纪经历长期亏损。公司解释称，人工智能芯片行业特性导致高投入和长周期。 2025年一季度，寒武纪实现营收11.11亿元，同比增长4230.22%；实现净利润3.55亿元，同比增长 256.82%。目前，公司已连续两个季度实现盈利。 募资投向大模型芯片项目 长江商报消息 ●长江商报记者 张璐 知名芯片公司寒武纪（688256.SH）定增计划迎来变动。 业内表示，对于寒武纪而言，打造出具备竞争力的产品，有利于在智能芯片市场竞争中取得优势地位。 公司也希望借此使得AI芯片技术得到提升。 单季营收暴增42倍 资料显示，寒武纪成立于2016年，是一家专注于人 ...

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Financial Data and Key Metrics Changes - The company reported net earnings of $243 million for the second quarter, reflecting a 28% improvement year-over-year and a 44% increase compared to the first quarter [6][9] - The efficiency ratio improved to 62.2%, and the net interest margin increased for the sixth consecutive quarter to 3.17% [10][12] - Average customer deposits increased by 0.5% year-over-year but decreased by 1.4% on a linked quarter basis [10][18] - Average loans grew by 5.6% on an annualized linked quarter basis and 3.7% year-over-year [10][17] Business Line Data and Key Metrics Changes - The company experienced a 91% increase in the number of loans booked through the SBA program in the first nine months of the fiscal year compared to the previous year [8] - Customer-related non-interest income was $164 million, a 4% increase on a linked quarter basis and a 7% increase year-over-year [14] - Adjusted non-interest expenses decreased by $12 million compared to the prior year, reflecting lower technology costs [15] Market Data and Key Metrics Changes - The company noted a decline in average broker deposits by 8% and a decrease in total average deposits by 0.9% due to seasonal customer deposit outflows [18] - Non-performing assets remained low at 0.51% of loans and other real estate owned [21][23] Company Strategy and Development Direction - The company is focusing on growing customer relationships, particularly in small business banking, and has launched a consumer gold account offering aimed at the mass affluent market [7][8] - The management is optimistic about the potential for growth, citing reduced tariff-related risks and a more favorable economic outlook [6][29] - The company is exploring opportunities in capital markets, including M&A advisory work and launching an oil and gas derivatives business [108] Management's Comments on Operating Environment and Future Outlook - Management expressed a more positive outlook compared to the previous quarter, attributing it to reduced uncertainty in the macro environment and a more flexible administration regarding tariffs [29][31] - The company expects continued growth in net interest income and customer-related fee income, supported by increased customer activity and new client acquisition [13][15] Other Important Information - The company recorded a negative provision for credit losses of $1 million, reducing the allowance for credit losses by $11 million relative to the prior quarter [22] - The common equity Tier one ratio was reported at 11%, indicating strong capital levels [25] Q&A Session Summary Question: What are you hearing from clients in the small business and middle market side? - Management noted that while some businesses are being hurt by tariffs, others see opportunities, leading to a more optimistic outlook compared to the previous quarter [29][31] Question: Are you seeing any elevated competition on the deposit side? - Management acknowledged a competitive market for deposits but emphasized a focus on maintaining margin while growing the deposit base [32][34] Question: Can you provide color on the increase in loan growth? - Loan growth was solid, primarily driven by commercial and industrial loans, with increased utilization and new originations contributing significantly [40][41] Question: Can you discuss the potential benefits of deregulation for the company? - Management highlighted the potential benefits of tiering in regulatory requirements, which could positively impact the company's operations and M&A strategy [45][47] Question: What is the outlook for your capital markets business? - The capital markets business is growing nicely, with expectations to double in size over the next few years, driven by loan syndications and new service offerings [106][108]

Financial Data and Key Metrics Changes - The company reported second quarter net earnings of $243 million, reflecting a 28% improvement over the prior year period and a 44% increase compared to the first quarter [5][7] - The efficiency ratio improved to 62.2%, and the net interest margin increased for the sixth consecutive quarter to 3.17% due to lower funding costs and an improved earning asset mix [8][12] - Average customer deposits increased by 0.5% year-over-year but decreased by 1.4% on a linked quarter basis [9] - Average loans grew by 5.6% on an annualized linked quarter basis and 3.7% year-over-year [10][17] Business Line Data and Key Metrics Changes - The company experienced a 91% increase in the number of deals booked through the SBA seven program in the first nine months of the fiscal year compared to the same period last year [6] - Customer-related non-interest income was $164 million for the quarter, a 4% increase on a linked quarter basis and a 7% increase year-over-year [13] - Adjusted non-interest expenses decreased by $12 million compared to the prior year, reflecting lower technology costs [14][15] Market Data and Key Metrics Changes - The company noted stability in non-interest bearing deposits at 34% of total deposits [9] - Average non-interest bearing deposits grew approximately $480 million or 2% compared to the prior quarter [18] Company Strategy and Development Direction - The company is focusing on growing customer relationships, particularly in small business banking, and has launched a consumer gold account offering in the Nevada market [6][7] - The management is optimistic about the potential for growth in the outlook, citing reduced tariff-related risks and a more favorable economic environment [5][31] Management's Comments on Operating Environment and Future Outlook - Management expressed a more positive outlook compared to the previous quarter, noting that the economy is weathering challenges better than anticipated [32] - The company expects continued growth in net interest income and customer-related fee income for 2026, supported by increased customer activity and new client acquisition [12][14] Other Important Information - The allowance for credit losses as a percentage of loans and leases declined to 1.2%, with non-performing assets remaining low at 0.51% [21][24] - The common equity Tier one ratio was reported at 11%, indicating strong capital levels [24] Q&A Session Summary Question: What are you hearing from clients in the small business and middle market side? - Management noted a more positive sentiment among clients due to reduced uncertainty in the macro environment and some businesses seeing opportunities despite challenges [30][31] Question: Are you seeing any elevated competition on the deposit side? - Management acknowledged a competitive market for deposits but emphasized a focus on maintaining margin while growing the deposit base [33][34] Question: Can you provide color on the increase in loan growth? - Loan growth was solid, primarily driven by commercial and industrial loans, with increased utilization and new originations contributing significantly [41][42] Question: Can you discuss the potential benefits of deregulation for the company? - Management highlighted the potential benefits of tiering in regulatory requirements and expressed a strategic approach to M&A, focusing on organic growth [46][49] Question: What is the outlook for capital markets business? - The capital markets business is growing nicely, with expectations to double in size over a four to five-year period, driven by various segments including loan syndications and M&A advisory work [110][111]

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Core Viewpoint - Alphabet's stock has rebounded over 20% in the last three months, leading the broader market's recovery, with significant attention on its upcoming Q2 results [1][3] Group 1: Q2 Expectations - Q2 sales are projected to increase by 11% to $79.25 billion compared to $71.36 billion in the same quarter last year [4] - Expected Q2 EPS of $2.14 reflects a 13% increase from $1.89 per share a year ago [4] - Alphabet has exceeded top and bottom-line expectations for nine consecutive quarters, with an average sales surprise of 1.24% and earnings surprise of 14.64% over the last four quarters [5] Group 2: Market Challenges - Concerns exist regarding Alphabet's Google Cloud services losing market share to Microsoft's Azure and Amazon's AWS, leading to job cuts in the cloud division [2] - The core search business faces rising competition from AI-powered platforms like ChatGPT [2] Group 3: Capital Expenditure and Financial Health - Alphabet plans to spend $75 billion on AI infrastructure in 2025, up from $52.4 billion in 2024 [7] - The company had over $95 billion in cash and equivalents at the end of Q1, with total assets of $475.37 billion, significantly above total liabilities of $130.1 billion [11] Group 4: Valuation Metrics - Alphabet's stock trades at a forward P/E ratio of 19.3X, making it the cheapest among its "Magnificent 7" peers, while the S&P 500 is at 24.3X [13] - The forward P/S ratio of 6.8X positions GOOGL as the second most affordable in the Mag 7, trailing only Amazon's 3.4X [14] Group 5: Investment Outlook - Alphabet stock holds a Zacks Rank 3 (Hold) and is on track for double-digit growth in fiscal 2025, indicating it remains a viable long-term investment [17]

That's the bell on Wall Street and now it's market domination overtime. We're giving you full team coverage of all the moves to get you up to speed on the action from today's trade. Henny and Walsh CIO that would be Kevin Man as well as Yahoo Finance's Jared Blickery joining us here to break down the moves today.Jared, let's start with you my friend on the close. We do have fresh records. Yes, we do.in terms of the S&P 500, the NASDAQ Composite, and the NASDAQ 100. Couple sectors. More on that in a minute.F ...

Financial Data and Key Metrics Changes - Q1 fiscal 2026 revenue reached a record $76.7 million, a 20.7% increase from $63.5 million in the prior year [25][16] - Subscription revenue grew by 44% year over year, with organic subscription revenue increasing by 24% [17][27] - Recurring revenue, including subscription and annual maintenance, reached $48.6 million, 28% higher than the prior year, representing 63.4% of total revenue [17][27] - Adjusted EBITDA for Q1 was $12.5 million, slightly higher than $12.1 million in the previous year [30] Business Line Data and Key Metrics Changes - Subscription software sales were up 79% year over year, marking the fourth consecutive record sales quarter for subscription sales [26][17] - Professional services revenue increased by 16% year over year, reaching a record $18.1 million [27][16] - Foodservice Management (FSM) vertical saw a significant turnaround, achieving the best sales quarter in two and a half years [6][9] Market Data and Key Metrics Changes - International sales were the second highest on record, indicating strong momentum in the international market [8][9] - The casino gaming sales vertical had its best Q1 period on record, 15% higher than the previous best [8][9] - The company added 24 new customers in Q1, with an average of six products purchased per customer [11][15] Company Strategy and Development Direction - The company is focused on expanding its integrated ecosystem of hospitality software solutions, which is seen as a competitive advantage [12][44] - There is a strong emphasis on AI integration within product offerings to enhance customer experience and operational efficiency [13][80] - The company plans to maintain a disciplined approach to M&A, focusing on opportunities that complement its product set or expand market share [90][92] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving the annual revenue guidance of $308 million to $312 million for fiscal 2026 [21][32] - The company anticipates continued growth in subscription revenue, raising its guidance from 25% to 27% for the fiscal year [19][32] - Management noted that operational challenges from the previous fiscal year have been largely resolved, leading to improved sales visibility [72][26] Other Important Information - The company remains debt-free after paying off its credit revolver [31] - The user conference in Q1 was a significant cost driver, impacting sales and marketing expenses [47][30] Q&A Session Summary Question: Sales capacity and productivity trends - Management indicated that sales capacity has increased by 45% year over year, with a focus on hotel and resort verticals [36][38] Question: International market momentum - Management noted that the product ecosystem is strong, and the focus is on installing new projects to create reference customers [42][46] Question: Cost impact of the user conference - The user conference significantly impacted sales and marketing expenses, accounting for most of the increase in that line item [47][50] Question: Sales organization improvements - Management confirmed that the sales structure is in a good place, with ongoing investments in marketing to enhance presence [56][57] Question: Subscription revenue visibility - Management expressed strong visibility into subscription revenue backlog and ongoing sales momentum [85][86] Question: M&A strategy - Management remains patient and conservative regarding M&A, focusing on opportunities that complement existing products or expand market share [90][92]