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Alibaba's New AI Model Runs 8x Faster While Sentiment Hits 60.6
247Wallst· 2026-02-16 19:00
Core Insights - Alibaba launched its new AI model Qwen3.5 on February 16, which operates 8 times faster and is 60% cheaper than its predecessor, enhancing its competitive position in the AI market [1] - The Qwen app achieved 10 million downloads in its first week, indicating strong user adoption and interest [1] - Retail investor sentiment around Alibaba has shifted from neutral to bullish, with a sentiment score of 60.6, reflecting increased discussions on platforms like Reddit [1] Group 1: Product and Market Position - Qwen3.5 outperforms competitors such as GPT-5.2, Claude Opus 4.5, and Gemini 3 Pro in benchmark tests, showcasing its advanced capabilities [1] - The model's enhanced "agentic capabilities" allow it to execute complex tasks independently across various applications, positioning Alibaba as a cost-effective alternative in the AI sector [1] - The Chinese government is directing Nvidia H200 chip orders to Alibaba, indicating state support for its AI initiatives [1] Group 2: Financial Performance and Investor Sentiment - Alibaba's shares fell 4.46% in the week leading up to the Q3 FY2026 earnings report, amidst fluctuating retail investor sentiment [1] - Analysts remain positive, with 14 rating the stock as "Strong Buy" and a 12-month price target of $188.69, representing a 21% upside [1] - The stock has gained over 32% in the past year, significantly outperforming the S&P 500, which has only gained approximately 11% [1]
第15次上央视春晚,廖昌永在零点钟声敲响前“山海寻梦”
Xin Lang Cai Jing· 2026-02-16 18:20
"山海寻梦,不觉其远;前路迢迢,阔步而行。"除夕之夜,零点钟声敲响前,一首《山海寻梦》,点亮 马年央视春晚的舞台。 作为央视春晚的压阵作品,《山海寻梦》由上海音乐学院院长、歌唱家廖昌永与歌手谭维维联袂演唱, 上海音乐学院作曲指挥系博士研究生赵麟作曲。 这首作品充满了浓厚的上音元素。"音乐创作和演唱的二度创作,都有上海音乐学院师生参与,作为上 音院长,我很自豪。"明年,上音将迎来百年校庆。廖昌永表示,学校会继续坚守人才培养、创作新 作,继续用音乐讲好中国故事,描摹、书写、记录这个伟大的时代。 如何理解"山海寻梦,不觉其远"?廖昌永认为,这句话体现了中国共产党一以贯之、以人民为中心,为 实现中华民族伟大复兴中国梦的不变初心。 "这首作品既气势磅礴,又充满温情:一是回望过去,建党百年来,我们党筚路蓝缕、一往无前,为了 人民美好生活和中国梦不懈奋斗;二是立足当下新时代,我们取得的伟大成就不负先烈期望,万家团圆 都是先辈所期盼的。" "无论过去还是现在,党的初心始终不变。"廖昌永说,"今年是'十五五'开局之年,我们会一马当先、骐 骥驰骋,继续开创新的明天。" 廖昌永和谭维维来自不同的唱法,二人是如何融合、建立默契的? ...
11 Best Entertainment Stocks to Buy According to Wall Street
Insider Monkey· 2026-02-16 18:10
In this article, we’ll look at 11 Best Entertainment Stocks to Buy According to Wall Street.Entertainment stocks are back in the conversation as investors look beyond the narrow list of sectors that defined much of the past two years. With earnings growth becoming more concentrated and multiples under closer scrutiny, areas tied to digital engagement, streaming, gaming, and media platforms are being reassessed through a profitability and margin lens. Communication services, the sector that houses many enter ...
13 Most Profitable Software Stocks to Buy Now
Insider Monkey· 2026-02-16 17:54
In this article, we will take a look at the most profitable software stocks to buy now.In this era of global technology transformation, software companies have had their fair share of traction, and rightly so! However, these companies have recently been in the spotlight amid a potential “doomsday” scenario. On a recent CNBC interview, Tom Lee, Chairman of Bitmine Immersion and Co-Founder & Head of Research at Fundstrat, warned that AI is adversely impacting the $450 billion software sector. Software compani ...
AI Spending Shock Triggers Big Tech Selloff And Small-Cap Revival - Amazon.com (NASDAQ:AMZN), CrowdStrike Holdings (NASDAQ:CRWD)
Benzinga· 2026-02-16 17:47
Core Insights - The market has entered 2026 with instability, as the S&P 500 is breakeven for the year and the Magnificent 7 stocks have an average return of -7.3% [1] - Concerns are rising among investors regarding margin compression due to significant capital expenditures in AI by tech giants [2] Small-Cap Opportunity - Capital is shifting towards smaller companies that support AI development rather than the major tech leaders, with Franklin Templeton suggesting that suppliers and adopters may present better opportunities [3] - Small-cap teams are focusing on firms producing semiconductor components, power infrastructure, and engineering services related to data-center expansion, which are benefiting from increased spending but still have modest valuations compared to larger tech companies [4] AI-Resilient Group - Despite the selloff in large-cap software, JPMorgan believes that not all incumbents will be negatively impacted by AI, indicating that the recent market reaction has been overly broad and has created opportunities in "AI-resilient" companies [5] - The bank's strategist notes that the current market positioning is overly bearish, suggesting a potential for a rebound in these resilient names [5]
Silver's Explosive Rally: What Drove the Metal From $29 to $70 and What Happens Next
247Wallst· 2026-02-16 17:25
Core Insights - Silver experienced a remarkable rally, surging 137% from February 2025 to February 2026, with the iShares Silver Trust (SLV) climbing from $29.46 to $69.72 [1] - The volatility in January 2026, triggered by speculation regarding the Federal Reserve chair, led to a 17.5% selloff, testing investor conviction [1] - The current market sentiment around silver remains bullish, with retail investors showing signs of recovery after the January shakeout [1] Silver Price Action - Silver's 137% gain over the past year significantly outpaces its 176% return over the previous five years, compressing a typical five-year performance into just twelve months [1] - The metal briefly touched $95 before reversing during the January volatility, indicating extreme price fluctuations [1] - Year-to-date, SLV is up 8.2%, reflecting ongoing volatility beneath the surface [1] ETF Flows and Investor Sentiment - The iShares Silver Trust holds $51.5 billion in net assets with a 0.5% expense ratio, indicating strong investor interest [1] - Sentiment on Reddit fluctuated during the January crash, with posts highlighting both significant losses and gains from SLV put options [1] - By mid-February, sentiment had rebounded to a bullish range of 64-68, suggesting a repositioning among retail investors [1] Silver Miners Performance - Silver mining stocks have amplified gains, with First Majestic Silver (AG) returning 304%, Hecla Mining (HL) at 256%, and Coeur Mining (CDE) at 211% [1] - The valuations of these mining companies have expanded significantly, with First Majestic trading at 164x trailing earnings and Pan American Silver (PAAS) at 33x [1] Drivers of Silver Demand - Industrial demand for silver remains robust, driven by sectors such as solar panel production, AI infrastructure, and electronics manufacturing [1] - Central bank gold buying indirectly supports silver prices through the gold-to-silver ratio, highlighting the interconnectedness of precious metals [1] - Key factors to watch include the sustainability of industrial demand, miners' production management, and the behavior of retail investors post-January [1]
Summit Therapeutics (SMMT) Grabs Investor Attention After Major FDA Breakthrough
Yahoo Finance· 2026-02-16 17:24
Summit Therapeutics (NASDAQ:SMMT) is one of the 17 biotechnology stocks with more than 50% upside. As of the close of play on February 12, consensus sentiment around Summit Therapeutics (NASDAQ:SMMT) was moderately bullish. The stock had received coverage from 6 analysts, 4 of whom had assigned Buy ratings and 2 gave Hold calls. With no Sell rating, the stock carries a projected median 1-year price target of $57.98, implying a strong upside of more than 296%. Adaptive Biotechnologies (ADPT) Hits 3-Year H ...
Orexin-2 Receptor Data Reinforces a Positive Outlook for Centessa (CNTA)
Yahoo Finance· 2026-02-16 17:23
Centessa Pharmaceuticals (NASDAQ:CNTA) is one of the 17 biotechnology stocks with more than 50% upside. On January 29, Danielle Brill from Truist Financial raised her price target on Centessa Pharmaceuticals (NASDAQ:CNTA) from $33 to $38 and assigned a Buy rating to the stock. Her rating came after Truist Financial updated its projections following a thorough reassessment of the current data regarding the orexin-2 receptor agonist class. Zoetis (ZTS) Hits New 52-Week Low on Dismal Outlook M. A. Arkhipov ...
Spyre Therapeutics (SYRE) Set POC Readout Priorities for 2026
Yahoo Finance· 2026-02-16 17:23
Group 1 - Spyre Therapeutics (NASDAQ:SYRE) is identified as one of the 17 biotechnology stocks with more than 50% upside potential, with a projected median 1-year price target of $57.86, indicating an upside of over 66% [1] - The company has received coverage from 7 analysts, all of whom have assigned Buy ratings, reflecting a strongly bullish consensus sentiment [1] - As of January 22, 2026, Spyre Therapeutics plans to prioritize six proof-of-concept (POC) readouts, with the SKYLINE ulcerative colitis trial completing SPY001 enrollment ahead of schedule, and the SKYWAY basket trial on track for fourth-quarter readouts in 2026 [2] Group 2 - Financially, Spyre Therapeutics reported $783 million in pro forma cash, cash equivalents, and marketable securities as of September 30, 2025, providing a runway through the second half of 2028 [2] - The company is a clinical-stage biotechnology firm focused on developing advanced antibody therapeutics for inflammatory bowel disease (IBD), including conditions such as ulcerative colitis and Crohn's disease [3] - Spyre's current pipeline includes multiple candidates: SPY001, SPY002, SPY003, and various combination therapies [3]
Atacicept’s Potential Approval Drives Favorable Views on Vera Therapeutics (VERA)
Yahoo Finance· 2026-02-16 17:23
Vera Therapeutics (NASDAQ:VERA) is one of the 17 biotechnology stocks with more than 50% upside. On January 27, Anupam Rama of JPMorgan maintained an Overweight rating on Vera Therapeutics (NASDAQ:VERA) with a $96 price target. His estimates imply upside of more than 127%. Liquidia Corporation (LQDA) Gains Momentum Following Overturning of District Court Patent Ruling Copyright: dolgachov / 123RF Stock Photo Rama believes the shares offer strong upside potential from the current trading range. He antic ...