Group 1: Growth Stocks Overview - Growth stocks are experiencing significant momentum, with several small- and mid-cap stocks rising 40% or more in the past 30 days due to investor interest in innovative growth companies and the impact of AI development [1] - The Trump administration's efforts to roll back regulations are also contributing to this trend [1] Group 2: Viking Therapeutics (VKTX) - Viking Therapeutics has initiated its VANQUISH Phase 3 clinical program for VK2735, a dual GLP-1/GIP receptor agonist targeting obesity, which could transform the company into a pharmaceutical powerhouse [4] - The Phase 2 VENTURE study showed patients achieving up to 14.7% body-weight reduction after 13 weekly doses, with 95% of gastrointestinal side effects being mild or moderate [5] - The obesity market is projected to reach $150 billion by 2035, and Viking's oral formulation could significantly expand its addressable market compared to competitors requiring weekly injections [6] - Viking's comprehensive approach in trials for obesity and diabetes could support premium pricing, and if VK2735 meets its endpoints, the stock could potentially double or triple [7] Group 3: Applied Digital Corporation (APLD) - Applied Digital Corporation secured a $7 billion, 15-year hosting agreement with CoreWeave, validating its high-performance computing strategy [9] - Despite missing revenue expectations in Q3 FY2025, management anticipates significant growth as the Ellendale facility comes online starting Q4 2025 [10] - The AI boom is driving demand for high-performance computing infrastructure, positioning Applied Digital well to capture this growth [11] Group 4: Palantir Technologies (PLTR) - Palantir Technologies' stock is considered overvalued at 263 times forward earnings, yet it has risen 90% this year, indicating strong market confidence [12] - The Pentagon increased Palantir's Maven Smart System budget to $1.3 billion over four years, and the company is negotiating new contracts with various government agencies [13] - Commercial revenue grew 33% year over year to $397 million, contributing to total revenue of $884 million, a 39% increase, suggesting Palantir's software is becoming a standard for AI deployment [14] Group 5: Market Trends and Strategies - The market often overlooks companies with innovative solutions to significant problems, focusing instead on predictable business models [15] - Viking's oral alternative could attract patients averse to injectables, Applied Digital is developing AI infrastructure, and Palantir is establishing a recurring revenue stream from government contracts, all indicating a shift in market focus [16]

The demand for cloud computing infrastructure used to help train artificial intelligence (AI) models and deploy them into production is increasing at an incredible pace. It's one of the main reasons why shares of CoreWeave (CRWV -7.63%) and Oracle (ORCL -2.20%) have been in fine form on the stock market in 2025.Both companies rent out AI-focused data centers powered by premium graphics processing units (GPUs) from the likes of Nvidia, AMD, and others. To meet the increasing demand, both companies are quickl ...

Core Insights - HIVE Digital Technologies Ltd. reported total revenue of $115.3 million for FY2025, with a significant contribution from digital currency mining and high-performance computing (HPC) services [6][3] - The company achieved adjusted EBITDA of $56.2 million, representing 48.7% of total revenue, despite a net loss of $3.0 million [6][3] - HIVE's Bitcoin production reached 1,414 Bitcoin, while HPC revenue grew approximately threefold year-over-year to $10.1 million [6][3] Financial Highlights - Total revenue for FY2025 was $115.3 million, with digital currency mining revenue at $105.2 million, down 5.2% year-over-year [6] - HPC/AI Cloud revenue was $10.1 million, a 194% increase from $3.4 million in FY2024 [6] - Gross operating margin was $25.1 million, equating to 21.8% [6] - General and administrative expenses rose to $16.6 million from $13.2 million in FY2024 due to increased staffing for global expansion [6] - Total digital currency assets were valued at $181.1 million, including 2,201 Bitcoin [6] Management Insights - The company expanded its operational hashrate from 4.5 EH/s to 6.3 EH/s, a 40% increase, despite challenges from the Bitcoin halving [7] - HIVE acquired 300 MW of hydro-powered green energy sites in Paraguay, enhancing its leadership in sustainable mining [7] - The company aims to scale its Bitcoin mining business to 25 EH/s by December 31, 2025, and continues to grow its Buzz HPC business [7] - HIVE transitioned its financial reporting from IFRS to US GAAP to align with strategic objectives and enhance comparability with U.S. peers [7] Q4 FY2025 Highlights - Q4 total revenue was $31.2 million, with digital currency mining revenue at $28.1 million, reflecting a 5.5% sequential increase [8] - General and administrative expenses for Q4 were $5.3 million, up from $4.6 million in Q3 FY2025 [8] - Bitcoin production in Q4 was 303 Bitcoin, down 6% sequentially due to increased hashrate difficulty [8] - Buzz HPC revenue reached a record $3.0 million in Q4, an 18.5% sequential increase [8]

阿里云官网显示，6月26日11:07，阿里云监控发现视频直播、视频点播、CDN、DCDN等产品服务出现 异常，于当日11:44异常节点已下线。12:28受影响云产品已全部恢复。(科创板日报) ...

模型易得，落地难行。这几乎是当前企业智能化转型的集体困境。 在此背景下， 独立数据库厂商OceanBase 宣布其云数据库产品OB Cloud，已实现AI能力的开发部署及生态集成。 更引发行业关注的，是其已经取得的落地成绩—— 大模型热潮席卷全球，越来越多企业拥抱AI变革。一个普遍却棘手的难题横亘在眼前： 强大的基座模型并非万能钥匙， 如何让AI真正融入核心业务、解决实际问题并创造价值 ，成为从构想到落地的关键鸿沟。 白交 发自 凹非寺 量子位 | 公众号 QbitAI 关于ChatGPT刷新的纪录还有很多，比如上线17个月用户突破8亿、年搜索量是谷歌的5.5倍，而实现这些仅用了两年半时间。 以ChatGPT为代表，"AI正在成为移动互联网之后新一代基础设施"已经成为行业共识。 今年5月，Mary Meeker在AI趋势报告中写道，AI普及速度超越了历史任何一项技术创新。 AI不再是工具，而是平台级基础设施的接替者 。 已有涵盖电商零售、互联网服务、物流运输、智能设备、教育、企业服务等 数十家 不同行业的头部企业，基于 OB Cloud 率先实现了AI应 用从0到1的关键性落地。 从搜索与推荐、智能问答（RA ...

作者 | 柴旭晨 编辑 | 刘宝丹 "让天下没有难做的生意"的阿里，将目光投到了出海潮下的中国企业。 "生而全球，已成为大多数中企可复制的办法。"6月24日，在阿里云中企出海峰会，阿里云智能集团资深副总裁、公共云事业部总裁刘伟光称，阿里云将加 速打造全球云计算一张网，在全球每个节点部署全栈AI能力，服务生而全球的企业。 阿里集团CEO、阿里云董事长兼CEO吴泳铭表示，26年前，阿里成立的第一个业务alibaba.com就是帮助中国企业出海，当时是把中国商品卖到海外，货通天 下。 吴泳铭断言，走向全球是中国企业的发展必然。这背后是中国经过20多年变迁后，中企出海涌现出的新特征。 在刘伟光看来，中企出海产业越来越高端化，从制造到智造；其次，出海区域越来越多元，从欧美拓展到全球；最后，出海经营越来越本地化和网络化。从 早期的走出去，已变为生而全球化，亦即研发、生产、供应链和销售服务等都是全球网络协作。 吴泳铭也强调，现在中国企业出海不再仅限于商品出海，而是技术、品牌和高端制造走向全球。 在他看来，能在中国市场胜出的产品和技术，也将在全球市场上扮演重要角色。中国在5G、AI、智能汽车等领域已经实现了技术领先。中国企业 ...

Core Insights - The article emphasizes that computing power encompasses not only computational capabilities but also supporting network transport and data storage capabilities [1] - For computing power to be effective, hardware such as servers, chips, and storage devices, along with software including operating systems, cloud computing platforms, and AI frameworks, as well as network connectivity, must all be "online" simultaneously [1] - As of the end of 2024, China's total computing power is projected to reach 280 EFLOPS (exaflops) [1] - The computing power market is experiencing a structural imbalance characterized by both "surplus" and "shortage" [1]

数据库云平台Snowflake发布的《生成式AI巨大投资》调查报告显示，投资回报率（ROI）：对于那些 具体量化了生成式AI项目ROI的企业，平均回报率为41%，即每投入100万美元，企业获得了141万美元 的商业价值。主要动机：企业采用生成式AI的主要动机包括提高运营效率（51%）、改善客户体验 （43%）和加速创新成果（40%）。预算预期：98%的企业预计在未来12个月内，生成式AI项目的预算 将在数据、模型、支持软件、基础设施或人员方面增加。（AIGC开放社区） ...

Core Insights - D-Wave Quantum (QBTS) and IBM are leading players in the rapidly commercializing quantum computing sector, each adopting distinct strategies and technologies [1][2][3] Company Performance - D-Wave Quantum's stock surged 1312.3% over the past year, significantly outperforming the sector's 8.2% gain and the S&P 500's 11% increase, while IBM's stock rose 76.2% during the same period [4] - D-Wave has secured multiple six- and seven-figure contracts, including a notable $5 million multi-year subscription with a top-five global financial services firm [6][10] Technological Advancements - D-Wave's Advantage2 quantum computer features over 4,400 qubits and has demonstrated significant performance improvements, including a 75% noise reduction and the ability to run complex simulations in minutes that would take classical systems over a million years [8][9][10] - IBM launched its Quantum System Two at RIKEN in Japan, utilizing the 156-qubit Heron processor, and is integrating quantum systems with classical supercomputers to enhance computational capabilities [11][12] Market Positioning - D-Wave is focusing on immediate commercial applications and has achieved notable success in hybrid quantum-classical solutions, while IBM is pursuing a long-term vision centered on fault tolerance and scalability [2][17] - Analysts project a 7.1% upside for D-Wave Quantum's stock, contrasting with an expected decline of 11.6% for IBM's stock [13][15] Investment Outlook - D-Wave Quantum is viewed as a more compelling near-term investment opportunity compared to IBM, given its current market traction and technological advancements [17]

星标 ★ IPO日报 精彩文章第一时间推送 6月20日，PPLabs Technology Limited(下称"派欧云")向港交所递交了申请书，拟于港交 所主板挂牌上市，工银国际、申万宏源香港为联席保荐人。 这家公司由PPTV创始人姚欣联合老搭档王闻宇共同创立，三年累计亏损超5.6亿元，且亏损 幅度逐年扩大，公司在5月刚刚获"港版淡马锡"之称的港投公司投资。 AI制图 生成式AI时代的到来，为边缘云计算服务市场带来广阔的前景，根据灼识咨询的资料，2024 年全球边缘云计算服务市场为1851亿元；2024年中国边缘云计算服务市场为132亿元，预计 到2029年将进一步增至接近370亿元；2024年全球AI云计算服务市场为315亿元，预计将以 68.5%的复合年增长率在2029年增至接近4277亿元。 市场景气度高，也为派欧云带来了明显增长的收入。2022年-2024年（下称"报告期"），派 欧云的收入分别为2.86亿元、3.58亿元和5.58亿元，复合年增长率为39.7%。 不过，运营七年的派欧云尚未实现盈利。 报告期内，派欧云年内亏损分别为8496.7万元、 1.89亿元、2.94亿元，三年累计亏损约5.6 ...