Core Viewpoint - Energy Fuels has transitioned from being primarily a uranium stock to making significant advancements in the rare earth elements sector, leading to a notable increase in its stock price [1]. Group 1: Company Developments - Energy Fuels announced that its 99.9% purity dysprosium oxide has passed initial quality checks with a major South Korean automotive manufacturer [3]. - The company successfully processed neodymium-praseodymium (NdPr) oxide into magnets for commercial use by a South Korean EV motor unit manufacturer [6]. - Energy Fuels plans to commence terbium production before the end of 2025 and will initiate pilot production of gadolinium and samarium oxides thereafter [7]. Group 2: Industry Context - Rare earth elements are crucial for various technologies, including semiconductors, electronics, renewable energy, and military applications, with dysprosium being particularly important for hybrid and electric vehicles [4]. - South Korea, a major player in the automotive industry, is seeking to diversify its rare earth supply sources, reducing reliance on China [5]. - The U.S. government is taking steps to enhance domestic rare earth supply, including investments in major producers [5]. Group 3: Market Outlook - Energy Fuels is positioned as one of the first U.S. companies to qualify both light and heavy rare earth elements for processing into magnets for end use, with plans for large-scale production capacity by the end of 2026 [8]. - The approval of Energy Fuels' rare earths for commercial use by a major South Korean automaker highlights the growing demand for rare earth magnets in defense, automotive, and renewable technology sectors [9].

Core Insights - U.S. stocks experienced an upward trend, with the Dow Jones index increasing by over 250 points on Friday [1] - Carnival PLC reported better-than-expected fourth-quarter adjusted EPS results and provided FY26 adjusted EPS guidance above estimates, leading to a 16.3% increase in its shares to $30.61 [1] Company Performance - NovaBay Pharmaceuticals Inc saw a significant share price increase of 45.1%, reaching $4.28 [2] - Intuitive Machines Inc gained 31.9%, closing at $14.31 after Keybanc initiated coverage with an Overweight rating and a $20 price target [2] - Amicus Therapeutics, Inc. jumped 30.6% to $14.22 following the announcement of its acquisition by BioMarin Pharmaceutical Inc, which gained 20.4% to $62.52, with the acquisition valued at approximately $4.8 billion [2] - CoreWeave Inc surged 19.7% to $81.07 after joining the Department of Energy's Genesis Mission [2] - Firefly Aerospace Inc increased by 18.8% to $23.84 after receiving a Sector Weight rating from Keybanc [2] - Rezolve AI PLC rose 18.6% to $2.61, with a Buy rating and a $10 price target reiterated by HC Wainwright & Co. [2] - Evommune Inc surged 15.8% to $17.38 [2] - Edgewise Therapeutics Inc gained 13.7% to $24.05 [2] - Centrus Energy Corp increased by 13.4% to $260.56 [2] - Applied Digital Corp jumped 12.2% to $26.81 [2] - Bloom Energy Corp rose 11.4% to $89.40 [2] - Planet Labs PBC increased by 11.4% to $19.48 [2] - Mirum Pharmaceuticals Inc saw a 10.7% increase to $77.92 after announcing a $68.5 million private placement agreement [2] - Trump Media & Technology Group Corp surged 10.7% to $16.45 [2] - Rivian Automotive Inc gained 9.6% to $22.24, with an Outperform rating maintained and the price target raised from $16 to $25 by Wedbush [2] - Moderna Inc rose 9.2% to $33.79, with CEPI investing up to $54.3 million to advance its H5 pandemic influenza vaccine candidate [2]

11月，毛绒玩偶商家于瑾第一次遭遇AI假图仅退款。到货一周后，买家发来一张图申请仅退款，在店铺客服以人为损坏为由驳回后，买家申请平台介入并 成功拿回了50元。 但那张申请仅退款的图有一个不合常理的地方——玩偶柔软的裙边上，有类似陶瓷制品的坚硬裂痕。于瑾认定这是AI假图，发到社交平台吐槽。后来，在 媒体的介入下，平台自掏腰包，把这50元返还给了于瑾，用AI假图申请仅退款的买家却销声匿迹。 文 | 镜相工作室 黄依婷 编辑 | 卢枕 在很多人的印象里，造假是少数人的事。它需要专业的技术和硬件设备，需要行业人脉积累，造假者往往隐匿在灰黑产缝隙，是神秘的、恐怖的、没有道德 底线的，与大众保持着既远又近的距离。 但今年开始，一群人感受到了明显的变化。 于瑾意识到，AI的普及让"羊毛党"的恶意退款成本更低了。一台手机、一句提示词就能生成一张以假乱真的图片，薅走一个价值一百多元的玩偶，放在二手 平台倒卖。"不用付出什么，也不会得到什么惩罚。" 今年更早时候，公关齐云也经历过类似的冲击。他服务的一家上市公司被AI生成的黑稿攻击，文中细节让他直言"离谱得很"。但受制于内容平台规则，他和 同事们不得不花整整两天时间，对文中细节一 ...

Core Viewpoint - Cars.com Inc. has announced the appointment of Tobias Hartmann as the new CEO, effective January 15, 2026, succeeding Alex Vetter, who will step down from his role and serve as an advisor until March 31, 2026 [1][2]. Company Leadership Transition - Tobias Hartmann brings over 25 years of experience in B2C and B2B technology, eCommerce, and marketplace companies, having previously served as CEO of Scout24 SE Group and President of HelloFresh SE [2][3]. - Alex Vetter has been with Cars.com since its inception in 1998 and has played a crucial role in transforming the company into a vertical SaaS platform for the automotive industry [3][4]. Strategic Vision - Hartmann aims to leverage digital tools, data, and AI to enhance customer competitiveness in the automotive retail and wholesale sectors [3]. - The Board of Directors expressed confidence in Hartmann's ability to accelerate growth and guide the company into the future [3][4]. Company Background - Cars Commerce is a technology company focused on empowering the automotive industry through innovative solutions and AI-driven technologies that enhance car buying and selling processes [5][6]. - The platform includes various brands such as Cars.com, Dealer Inspire, AccuTrade, DealerClub, and Cars Commerce Media Network, which collectively support efficient and profitable retail operations [6].

Group 1 - The Walton family is the richest family in the world, with a net worth of $513 billion, significantly higher than the second richest family, the Al Nahyan family of the UAE, at $336 billion [3] - The Waltons and their foundations own 44% of Walmart, which has a market capitalization of $922 billion, making it the 13th most valuable company globally [4] - Walmart reported a revenue of $180 billion for the most recent quarter, reflecting a 6% increase year-over-year, while earnings rose 35% to $0.77 per share [4] Group 2 - Walmart's stock has increased by 21% over the past year, outperforming the S&P 500, which saw an 11% increase during the same period [5] - The Waltons are unique among the ultra-wealthy as they inherited their wealth, unlike many top billionaires who are founders or early employees of their companies [5][6] - Walmart employs 2.1 million people worldwide and operates more than 10,500 stores [4]

System-level digital twins for SDVs using existing technologies can be complex and time consuming to create and validate. To solve this bottleneck, PAVE360 Automotive delivers a fully integrated, system-level digital twin that can be deployed on day one – reducing the time, effort and cost required to build such environments from scratch. PAVE360 Automotive using Arm Following prior collaboration with Arm which resulted in accelerated virtual environments for its Arm Cortex- A720AE in 2024 and Arm Zena Comp ...

Core Insights - Cerence Inc. is set to showcase its innovations at CES 2026, focusing on advancements in its conversational AI platform, Cerence xUI™ [2][9] - The company aims to address challenges faced by automakers, such as consumer expectations for AI experiences and the need for software updates post-purchase [3][4] Group 1: Cerence xUI Platform - Cerence xUI is designed to be hybrid, modular, and technology-agnostic, allowing OEMs to integrate various AI models and data sources [4] - The platform supports continuous innovation by enabling fast deployment of new features and LLM capabilities to existing vehicles [4][5] - End users benefit from a more engaging experience with proactive, context-aware in-car assistants [5] Group 2: Multimodal Edge AI - Cerence's collaboration with SiMa.ai will be highlighted, showcasing the CaLLM™ Edge model running on efficient MLSoC hardware, enhancing performance and reducing latency [6] - This partnership aims to deliver fast, low-power interactions without relying on cloud connectivity, improving communication between the vehicle and driver [6] Group 3: New AI Agents - Cerence will introduce two new agents at CES: an ownership companion agent for vehicle maintenance and a dealer assist agent for dealership automation [8] - The mobile work agent, developed with Microsoft, will provide voice-first access to Microsoft 365 applications, enhancing productivity for drivers [9] Group 4: Audio AI Innovations - The company will showcase its Audio AI portfolio, which includes advanced capabilities for speech enhancement and noise reduction, ensuring clear audio performance in vehicles [11] Group 5: Partner Ecosystem - Cerence's presence at CES reflects its strong partner ecosystem, which includes collaborations with companies like TCL and MediaTek, emphasizing the modularity and innovation of its platform [12]

Production Disruption - Honda will halt production at plants in Japan and China [1] Supply Chain Issues - The production halt highlights the lingering fallout of the global chip shortage [1]

Group 1 - Luo Yonghao expressed that criticizing bosses and workplaces is mainstream among young people, and he finds it strange that he is labeled as ungrateful for doing the same [3] - He reflected on his experience at New Oriental, stating that success in the workplace should also be attributed to personal effort, not solely to the support of leaders [3] - Luo disagreed with the notion that criticizing Yu Minhong, the founder of New Oriental, is ungrateful, emphasizing that support from leaders is meaningful when they believe in one's potential [3] Group 2 - Nanjing Museum responded to reports of a Ming Dynasty painting by Qiu Ying appearing in the auction market, stating it was previously identified as a forgery and is currently involved in a legal dispute [4] - The museum will cooperate with ongoing legal proceedings to verify the painting's provenance and manage its collection [4] Group 3 - Tencent appointed Yao Shunyu as the Chief AI Scientist, leading the AI Infra and large language model departments, indicating a strategic focus on AI development [5] - Yao, a former OpenAI researcher, brings significant expertise to Tencent's AI initiatives [5] Group 4 - The domestic GPU company Muxi Co., Ltd. debuted on the STAR Market with a staggering opening increase of 568%, achieving a market capitalization of 280 billion yuan [6] - Muxi specializes in high-performance GPU chips and computing platforms, indicating strong investor interest in the tech sector [6] Group 5 - The "baby" funds' yields have dropped below 1%, with the largest fund, Tianhong Yu'ebao, maintaining a yield of 1.014% as of December 16 [4] - Despite the decline in yields, the total share of money market funds has increased, reflecting ongoing investor interest [4] Group 6 - Xiaomi's new model MiMo-V2-Flash was launched by Luo Fuli, showcasing advancements in AI technology and positioning the company competitively in the AI landscape [22][23] - The model is noted for its cost-effectiveness and high speed, ranking among the top open-source models globally [23]

Core Viewpoint - The tokenization of Huanghuali trees into tradeable digital assets could revolutionize the forestry industry and provide much-needed capital to address cash flow issues in this sector [2]. Group 1: Tokenization of Assets - Geely Technology Group plans to raise HK$100 million (approximately $13 million) through the launch of tokens in Hong Kong, with each Huanghuali tree assigned a value based on its size and quality [2]. - The initiative represents a potential first in the world for the tokenization of biological real-world assets, expanding beyond just trees to include various Chinese goods like fine tea and baijiu liquor [3]. Group 2: Market Dynamics - The global real-world asset (RWA) market has seen a significant increase of 115% over the past year, reaching a total value of $35.7 billion, primarily backed by traditional financial assets [7]. - Despite enthusiasm from Chinese companies for this new funding avenue, the blockchain-based RWA tokenization remains in its early stages, with concerns about the balance between asset supply and investor demand [5]. Group 3: Broader Interest in Tokenization - There is growing interest in tokenizing a variety of assets, including artifacts, collectibles, data assets, commodities, and real estate, indicating a broader trend in the market [4].