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US Stock Market | Wall Street ends lower as tech rally stalls, AI fervor wanes after Nvidia results
The Economic Times· 2026-02-27 02:09
A pivot back to cyclical sectors helped keep the Dow close to even, while a drop in the Philadelphia SE Semiconductor index dragged the tech-laden Nasdaq down the most. With Thursday's drop, the SOX, which has surged year-to-date, was on the verge of snapping what would have been a record 11-week winning streak. Technology shares in general, and software and chips in particular, have see-sawed in recent weeks as investors wrestle with uneasiness over the massive costs and potential disruption of nascent ...
Rocket Companies signals $2.6B–$2.8B Q1 revenue guidance as AI-driven integration and Compass alliance accelerate growth (NYSE:RKT)
Seeking Alpha· 2026-02-27 02:08
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港股异动 | 云知声(09678)涨超13% 推出 Unisound U1-OCR文档智能基础大模型
智通财经网· 2026-02-27 02:01
Core Viewpoint - Yunzhisheng (09678) has launched its intelligent document foundation model "Unisound U1-OCR," marking a significant advancement in the OCR technology, transitioning from basic character recognition to understanding business logic [1] Group 1: Product Launch - On February 26, Yunzhisheng officially introduced the "Unisound U1-OCR," which is the first industrial-grade intelligent document foundation model [1] - The model signifies the beginning of the OCR 3.0 era, enhancing document understanding by not only recognizing text but also extracting deep semantic insights and automatically classifying documents [1] Group 2: Technological Advancement - Unisound U1-OCR is recognized as a state-of-the-art (SOTA) document understanding model, achieving top performance in multiple authoritative tests [1] - The model overcomes the limitations of traditional models that only read text without understanding layout, enabling it to comprehend complex documents like a human expert [1] Group 3: Strategic Importance - The launch of Unisound U1-OCR represents not only an innovation in document intelligence but also a crucial step for Yunzhisheng towards achieving Artificial General Intelligence (AGI) [1]
AI Crushed Software Stocks. Now It's Saving Them.
WSJ· 2026-02-27 02:00
Panic over a software-business disruption from AI appears to have subsided after Anthropic showcased its partnership with Salesforce and other companies. ...
Cathie Wood Seeing AI Gold In Amazon And Baidu? Ark Invest Is Betting On These Stocks Today - Amazon.com (NASDAQ:AMZN)
Benzinga· 2026-02-27 01:59
On Thursday, Cathie Wood-led Ark Invest executed significant trades involving Amazon.com Inc. (NASDAQ:AMZN) , Baidu Inc. (NASDAQ:BIDU) , and Salesforce Inc. (NYSE:CRM) .The Amazon TradeThe Baidu TradeBaidu’s stock dropped following its quarterly results. The Chinese tech giant’s recent earnings report revealed a 4% year-over-year revenue decline, yet the company continues to invest in AI.The Salesforce TradeARKW fund sold 15,622 shares of Salesforce valued at approximately $3.1 million based on the closing ...
陈刚考察香港科技大学发表人工智能主旨演讲并出席“桂港链通 智汇东盟”人工智能恳谈会
Guang Xi Ri Bao· 2026-02-27 01:52
2月25日,自治区党委书记、自治区人大常委会主任陈刚考察香港科技大学,发表人工智能主旨演 讲,并出席"桂港链通 智汇东盟"人工智能恳谈会。 当天,陈刚首先参观香港生成式人工智能研发中心,观摩香港HKGAI大模型展示,了解HKGAI模 型在政务、出行、环保、法律、娱乐等场景应用效果,以及人工智能+金融的实践案例。 陈刚随后来到该校学术大楼与师生交流,以"AI向善,共治共行——从人类的进化引发的思考"为主 题发表主旨演讲,深入浅出地介绍了人工智能面临的安全挑战,阐述了AI向善,进而实现人类与人工 智能共生共荣的观点思路,并以问答形式与香港科技大学师生交流互动,现场气氛热烈。陈刚表示,当 前,人工智能正以前所未有的广度与深度重塑全球经济、社会结构和治理格局。但人工智能在带来科技 进步和产业发展重大跃升的同时,也伴随着复杂深刻的风险挑战。我们必须坚持以人为本、智能向善, 守牢人工智能安全,既"踩油门"又"踩刹车",提升人工智能数据安全和多样性,有效应对各种风险挑 战。广西期待在人工智能伦理安全、数据跨境安全合规、人工智能赋能千行百业等方面进一步加强桂港 协同,真诚欢迎香港科技大学师生积极参与到桂港人工智能合作中来,以 ...
NVIDIA-powered Yotta talks India opportunity, challenges, IPO
Youtube· 2026-02-27 01:46
Core Insights - The Indian market for AI is poised for significant growth, with the potential for multiple "UPI moments" across various sectors such as agriculture, healthcare, education, climate, defense, and finance, driven by widespread smartphone adoption [1][2] - Major tech companies like Microsoft are collaborating with local operators to support India's AI mission, indicating a robust market opportunity [2][3] Investment and Infrastructure - The company has already invested close to $2 billion in its infrastructure, including 21,000 GPUs, and plans to scale up with an additional 40,000 GPUs within the financial year [6][7] - The company is in the process of raising $1 to $1.2 billion through pre-IPO funding to support ongoing growth and maintain its leadership position in the market [4][7][8] Market Dynamics - The demand for AI capabilities is expected to grow significantly, with the company well-positioned to meet this demand due to its established infrastructure and experience in GPU deployment [3][6] - The company has been building its sovereign cloud capabilities for seven years, which provides a competitive edge in executing AI projects [3]
CNBC Daily Open: Netflix bows out from Warner Bros. Discovery bidding war
CNBC· 2026-02-27 01:44
In the latest plot twist of the high-stakes bidding war for Warner Bros. Discovery, Netflix said Thursday it would not increase a counteroffer for the company's studio and streaming assets, effectively clearing the way for Paramount Skydance's revised bid to take center stage. That comes after the WBD board deemed Paramount's revised all-cash bid earlier this week of $31 per share, up from $30 per share, to be a superior offer to acquire the entire company.Netflix had four business days to revise its bid in ...
AI变革推动OCS新技术快速发展
Zhong Guo Neng Yuan Wang· 2026-02-27 01:39
光交换机OCS(Optical Circuit Switch)是一种无需光电/电光(O/E/O)转换,直接实现光信号在光纤端口 间切换的技术,应用于AI算力集群、超大规模数据中心的叶脊架构互连、超节点集群高速通信等场 景。通过直接在光域完成数据信号的路由与切换,无需进行光电/电光转换,OCS技术从底层规避了传 统电交换在高速传输下的带宽瓶颈、功耗损耗问题,大幅缩短了信号传输的时延,同时其功耗仅与端口 数相关、与信号传输速率无关,大大降低减少了功耗。行业技术研究与落地实践验证,OCS技术可助力 AI算力集群、数据中心光互连系统整体功耗降低30%以上。 OCS目前有四种技术路线,成本、性能、技术难度的权衡。目前,OCS主要有MEMS、液晶、压电、硅 波导四大技术路线,MEMS方案作为谷歌自研方案商用节奏最快,其次是液晶方案。随着谷歌从"自研 +代工"的模式逐步转向OCS整机方案采购,释放出更大的OCS市场空间。 国信证券近日发布数据中心互联技术专题:根据Cignal AI的测算,2025年OCS市场由谷歌MEMS OCS 主导,总体市场规模约为4亿美元;2029年OCS的市场规模将超过25亿美元,四年CAGR约为 ...
Block Slashes Staff and Eyes AI as Primary Banking Actives Jump 22% to 9.3M
PYMNTS.com· 2026-02-27 01:24
Block cut more than 4,000 roles as it shifts to an AI-led operating model.Block’s massive staff cuts dominated the news surrounding its fourth quarter earnings release and conference call Thursday (Feb. 26).By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS ...