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2 Tech Stocks Surging on DoJ Settlement
Schaeffers Investment Research· 2025-06-30 14:59
Group 1 - The U.S. Department of Justice settled its lawsuit regarding Hewlett Packard Enterprise Co's $14 billion acquisition of Juniper Networks Inc, allowing the merger to proceed with certain conditions [1] - The settlement requires the merged entity to divest HPE's Instant On wireless networking business and to license the source code for Juniper's Mist AI software [1] Group 2 - HPE's stock increased by 13.3%, reaching $20.69, marking its highest level since February and moving away from a consolidation phase at $18 [2] - HPE is now less than 3% below its year-to-date and year-over-year breakeven levels [2] Group 3 - Juniper Networks' stock rose by 8.4% to $39.90, achieving a 14-year high and entering positive territory for 2025 [3] - If this price movement continues, it could represent Juniper's best single-session gain since January 2024 [3] Group 4 - Options trading activity surged for both stocks following the news, with HPE seeing 53,000 calls exchanged, significantly above its intraday average [4] - Juniper's options activity also increased, with 7,332 calls traded, six times the typical volume for this period [4]
华为开源盘古7B稠密和72B混合专家模型
Guan Cha Zhe Wang· 2025-06-30 02:38
Core Viewpoint - Huawei has officially announced the open-sourcing of its Pangu models, including the 70 billion parameter dense model and the 720 billion parameter mixture of experts (MoE) model, as part of its Ascend ecosystem strategy to promote AI technology across various industries [1][2]. Group 1: Model Development and Open-Sourcing - Huawei has launched the Pangu Pro MoE 72B model weights and basic inference code on an open-source platform, with plans to release the Pangu 7B model weights and inference code soon [1]. - The Pangu Pro MoE model, with 720 billion parameters and 160 billion active parameters, has demonstrated performance comparable to larger models, ranking first among domestic models with fewer than 1 trillion parameters on the SuperCLUE leaderboard [1]. - The company plans to open-source the Pangu 72B MoE model first, followed by smaller models potentially for academic institutions [2]. Group 2: Technical Advancements - Huawei has introduced a new model, the Pangu Ultra MoE, with a parameter scale of 718 billion, trained entirely on the Ascend AI computing platform [2]. - The model training efficiency has been highlighted, with a model compute utilization (MFU) of 41% achieved in pre-training and over 50% in specific configurations [3]. - The architecture of the Ascend super nodes has been optimized for extreme parallelism, enhancing training efficiency and inference performance [3]. Group 3: Ecosystem and Future Plans - Huawei is committed to improving its ecosystem and ensuring compatibility with mainstream industry ecosystems to support customer development [2]. - The company has also announced upgrades to its Pangu models for natural language processing, computer vision, multimodal applications, prediction, and scientific computing at the Huawei Developer Conference [3].
X @Bloomberg
Bloomberg· 2025-06-29 23:06
Lens Tech, a supplier to Apple, is seeking to raise as much as HK$4.8 billion ($606 million) in a Hong Kong listing https://t.co/TzBlVjMg6c ...
X @TechCrunch
TechCrunch· 2025-06-29 20:20
OpenAI reportedly ‘recalibrating’ compensation in response to Meta hires | TechCrunch https://t.co/SsER3u28vl ...
X @Bloomberg
Bloomberg· 2025-06-29 05:11
Meta has hired four notable artificial intelligence researchers from OpenAI, ramping up a hiring spree for its Superintelligence group. https://t.co/MYNa2kv745 ...
X @TechCrunch
TechCrunch· 2025-06-28 18:36
Meta reportedly hires four more researchers from OpenAI | TechCrunch https://t.co/8H1wNVs3MC ...
X @Bloomberg
Bloomberg· 2025-06-28 18:30
Meta has hired four notable artificial intelligence researchers from OpenAI, ramping up a hiring spree for its Superintelligence group https://t.co/hMJebPELQI ...
国资创投“新成员”驾到!恒健控股子公司落子天河
两家国有投资公司在金融城的"相遇",不仅拉近了物理距离,更拓宽了业务合作空间,将在这个汇聚了 多家金融机构、科技企业的片区内,与全球金融资本同频共振,和前沿科技创新生态共融。 同日,天河投资集团与广州三七互娱科技有限公司达成合作,广州三七互娱科技有限公司将作为广 州"城市合伙人",为各方合作提供相关支持。 (文章来源:21世纪经济报道) 作为恒健控股公司落实省委"1310"具体部署的重要战略平台,新成立的恒健创新投资公司将致力打 造"三端四链"创新生态,推动广东科技创新与产业创新深度融合,为区域经济高质量发展贡献力量。 一直以来,天河区招商部门与恒健控股公司保持着密切的合作关系。作为天河中央商务区管委会重点招 商项目,创新投资公司在天河区行政审批局助力下完成商事登记落户,意向进驻金融城起步区,未来将 形成深度捆绑,携手开创"区域+国资"联动发展的新生态。 据了解,创新投资公司将与天河招商部门、天河投资集团在投资业务和投资方向等方面强化沟通、寻找 新增长点,探索省、区国资合作新模式。作为区属国资平台,天河投资集团主要从事国有资产运营管理 及战略投资,聚焦产业投资、城市开发、现代服务业、金融业务培养等核心领域,近 ...
X @TechCrunch
TechCrunch· 2025-06-28 00:18
Meta is offering multimillion-dollar pay for AI researchers, but not $100M 'signing bonuses' | TechCrunch https://t.co/WvfKpVHCwd ...
Jim Cramer Just Revealed 1 Oil Stock He Actually Wants To Own
Benzinga· 2025-06-27 11:32
Company Insights - Marathon Petroleum Corporation (MPC) reported first-quarter total revenues and other income of $31.85 billion, exceeding the consensus estimate of $29.58 billion [1] - The adjusted EPS loss for Marathon Petroleum was $(0.24), an improvement from $(2.58) a year earlier, and better than the analyst consensus estimate of $(0.53) [1] - Aurora Innovation posted a first-quarter GAAP loss of 12 cents per share, which was in line with estimates [2] - QXO, Inc. proposed to acquire GMS for $95.20 per share in cash [2] - Toast (TOST) received a Buy rating from Truist Securities analyst Matthew Coad, with a price target of $48 [3] Stock Performance - Marathon Petroleum shares increased by 1.1% to settle at $167.52 [6] - Aurora Innovation shares rose by 2.1% to close at $5.40 [6] - QXO shares gained 1.4% to settle at $24.12 [6] - Toast shares experienced a 2.4% increase, closing at $42.49 [6]