After leading market gains last year, artificial intelligence (AI) stocks are at it again. These high-growth stocks resumed their trek higher as investors became more optimistic that President Donald Trump's import tariffs won't represent as much of a headwind for companies as initially expected.A few months ago, the idea of high tariffs prompted investors to worry about a halt in AI spending and greater costs for companies throughout industries. But, as the U.S. progressed on trade talks, investors grew mo ...

拿到高绩效意味着年终奖的系数更高、rsu 可能给更多、答辩晋升时更好看、以前还会更可能涨薪；但 如果是低绩效则完全相反，年终奖几乎不用期望、答辩涨薪一定没戏、而很多人直接因为一次低绩效就 离职了。所以每到考核季，无论公司内外的平台上，相关的讨论一定是最火热的。 2020 年初，在外摸爬滚打了几年之后终于投入了鹅厂的怀抱。虽然在以前的公司也经历过绩效考核， 但入职之初的我对鹅厂的高绩效还是有种仰望的感觉。我甚至拿着公司对 1-5 星的要求一条条地琢磨， 对应到自己岗位上应该要做出哪些成绩，而后对已经拿了高绩效的同事有一种发自内心的膜拜，心想他 们一定是个人能力顶尖、对团队和组织做出了不可磨灭的贡献、在他们的 leader 面前做出了远超预期的 输出。不可否认，在大部分团队中，能拿高绩效一定是有类似的表现的。 但由于我入职的时间正好的疫情开始的时候，还没上两天班，就在远程办公和 AB 班之间反复横跳。这 对于新人来说无疑有极大的伤害，因为缺少与同事和leader 的线下沟通、熟悉的机会，导致融入团队的 进度慢，花了大量的时间在了解项目、理解需求和约会上。 上周刚结束的鹅厂 2025H1 的绩效考核，脉脉上、各种群 ...

智通财经7月17日电，Needham上调谷歌目标价至210美元，战略地位和企业文化提振估值。 ...

Needham还认为，谷歌分拆后的价值会高于整体，如果政府强制其拆分，公众股东手中的股票价格将会 上涨。 对于 2025 年全年，他们预计谷歌的总收入将达到 3872 亿美元(同比增长 11%，比其之前的预测高出 0.2%);OIBDA为 1730 亿美元(同比增长 15%，比其之前的预测高出 1.5%);每股收益(EPS)为 9.64 美元(同 比增长 20%，比其之前的预测高出 1.6%)。 Needham表示："我们认为这是因为谷歌拥有企业文化、资源、数据流、全球规模以及金融资本，能够 留住并激励最优秀的科技人才团队。这种强大的科技文化为公众股东节省了资金。" 据Needham称，谷歌目前的战略地位稳固，这得益于其在数字广告领域的主导地位、作为美国流媒体服 务之首的 YouTube 以及生成式人工智能(GenAI)，他们预计其专有的大型语言模型(LLM)将在未来 3 至 5 年内推动其估值增长。 该研究公司称，谷歌在"下一个"重大事物到来之前就已拥有相关人才和资产方面"首屈一指"。 他们指出，谷歌在互联网浪潮中凭借其搜索引擎获益，在移动技术浪潮中凭借安卓系统获益，在云时代 凭借谷歌云获益。如今，它凭借G ...

引言： 面对AI大规模采集的挑战，原创力文档已取得阶段性胜利，文档被采集的概率大幅度下降。用户文档 安全得到有效保障，成功阻止了AI对原创力文档的"直接大批量引用"，从根本上保护了创作者的心血免 遭无偿获取，并捍卫了其应有的变现能力。同时，也带来了访问量和收入的上涨。原创力文档此次取得 的成果，对构建可持续的内容创作生态具有深远意义。 （1）水印防护体系：显性水印（视觉威慑）+数字水印（隐形防护与存证）+页眉页脚版权声明（常态 化提示）+内容嵌入标识（唯一性"指纹"） 面对算力与资本碾压级的AI巨头，原创力文档采用多重防御体系，构筑起动态防御网络： ● 规则践踏： 爬虫普遍无视基本规范，伪造身份、滥用住宅IP代理规避封锁，行为形同"数字劫掠"。 ● 生存威胁： 开发者被迫在"承受巨额成本"与"关闭公共服务"间艰难抉择，开源协作根基动摇。 反抗与困境：力量悬殊的"竞赛" 被采集永远不会停止，但防采集与采集，是两个永远不会停止的战争。但原创力采用了最原始也是最简 单的有效处理办法。 1、AI爬虫——小开发者与开源社区的生存危机 AI爬虫的狂潮已超越技术摩擦，演变为对小开发者、开源社区和独立网站的系统性生存挤压。无 ...

Meta Platforms (NASDAQ: META ) has announced substantial investment initiatives in recent months to drive AI innovation, potentially shifting the foundation of the organization into an AI powerhouse to compete with peer models like OpenAI and Perplexity. With hundreds of billions of dollarsMichael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industri ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Key Takeaways MELI's largest market, Brazil, faces risk from an imposed 50% U.S. tariff on imports. Mercado Ads and Mercado Pago are key to MELI's future growth across Latin America. S&P upgraded MELI to BBB, citing strong performance, profitability, and financial discipline.MercadoLibre (MELI) has built its largest and most crucial market in Brazil, which now accounts for more than 50% of its total revenues. However, Trump’s 50% tariff on Brazilian imports has raised concerns. If the country’s economy ta ...

The Trade Desk (TTD) shares rallied 6.6% in the last trading session to close at $80.4. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 7.4% gain over the past four weeks.The Trade Desk is benefiting from higher adoption of Connected TV (CTV) amid the convergence of the Internet and television programming. This particular growth driver is fast becoming the focus of the company’s growth strategy.This digital-a ...

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, the task of finding cutting-edge growth stocks is made easy w ...