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As long as AI spending make sense, these investments are urgent and needed, says Jim Cramer
CNBC Television· 2025-07-24 23:43
We keep hearing that all the AI spending by the hyperscalers, the nation state companies like Google or Microsoft has to stop eventually. It's not worth the price. They'll regret it.They aren't getting a lot out of it. And then you get a quarter like the one Alphabet reported yesterday where they added $10 billion to their already $75 billion capital expenditure budget and you realize just how off base these criticisms might be. As long as this spending continues to make sense and that makes well it sure se ...
Top Stocks Powering the Fourth Industrial Revolution
MarketBeat· 2025-07-24 20:04
The Fourth Industrial Revolution is well underway, set to reshape industries by driving greater efficiency, automation, and connectivity across the global economy. It's not just about the emergence of new technologies, but about how those technologies—like AI, IoT, and 5G—are working together to transform how businesses operate. Understanding the what, how, why, and especially the where of this revolution is key, because that’s where business dollars are flowing. And where the business dollars flow, so too ...
US Working on 'AI Package' to Export
Bloomberg Technology· 2025-07-24 18:21
Government & Policy - The administration aims to ensure continued American dominance in critical technology, demonstrated by the participation of the Vice President and five cabinet secretaries [2][3] - The administration is focused on deregulation and expediting permits to make the action plan actionable for corporate America [4] - The Department of Commerce is tasked to work with American industry to create export packages for AI technologies, in collaboration with the State Department [7] - The administration aims to remove Marxist ideology from the federal government, influencing AI model procurement to avoid supporting such ideologies [23] AI Industry & Technology - The US aims to export its AI stack globally, including cloud, chips, and algorithms, to become the ecosystem of choice [5] - The administration is comfortable with large clusters of chips going to third parties, but American company access to that stock would be part of the evaluation process [6] - The entire world wants to run on American rails, emphasizing the need to remove regulations to facilitate global access to American AI technology [10] - Copyright issues related to materials used in training AI models are under discussion globally, with the US aiming to allow training to happen domestically [11][12] Talent & Workforce - There's a need to attract talent from outside the US to fuel the AI industry, acknowledging that many AI researchers are first-generation immigrants [16] - The percentage of Americans pursuing high-end STEM degrees has been declining, requiring efforts to reverse this trend [18] - Reskilling and retraining programs are crucial to support the labor market upheaval caused by AI, with electricians and other skilled workers needed for building AI infrastructure [19][20]
X @Bloomberg
Bloomberg· 2025-07-24 16:28
Alphabet CEO Sundar Pichai is now a billionaire as the tech company continues its explosive run https://t.co/fEilEpYpdO ...
X @Bloomberg
Bloomberg· 2025-07-24 11:06
Meta Triggers Gold Rush for AI Talent in ‘Rational’ Bid to Win Out https://t.co/G4eFBOHln9 ...
罕见!余承东居然杀进了前三...
Xin Lang Cai Jing· 2025-07-23 01:46
Core Insights - The article highlights the contrasting approaches of different companies in utilizing social media for marketing, particularly focusing on the role of executives in this strategy [1][4][5] Group 1: Social Media Marketing Strategies - Some companies have adopted a strategy where executives are heavily involved in social media, treating platforms like Weibo as a secondary office for marketing purposes [1] - This approach has led to a perception of social media being used as a mere promotional tool, with executives posting frequent advertisements rather than engaging content [4][5] Group 2: Case Study of Huawei and Yu Chengdong - Yu Chengdong, CEO of Huawei, has achieved a notable position in the "V Influence Weekly Executive Ranking" by focusing on genuine technological advancements rather than aggressive marketing tactics [4] - His strategy emphasizes sharing real R&D achievements and engaging in meaningful dialogue with users, contrasting with the "social bombardment" tactics of other companies [4][5] Group 3: Industry Implications - The article suggests that the over-reliance on social media for marketing can lead to a disconnect with users, as they are not merely passive recipients of marketing messages [5] - It warns that companies treating social media as a marketing tool without substance may face user fatigue and loss of credibility over time [5]
X @The Wall Street Journal
Legal & Financial Implications - Mike Lynch's estate faces potential wipeout due to a U_K_ court ruling [1] - The estate owes Hewlett Packard Enterprise hundreds of millions of dollars [1] People - Tech entrepreneur Mike Lynch died last year in a yachting accident [1]
Should Apple and OpenAI Merge? (Seriously!) — With Box CEO Aaron Levie
Alex Kantrowitz· 2025-07-19 22:36
This is a report in Bloomberg. Apple should consider replacing Tim Cook as CEO. Lightshed says so.Uh the story says Apple should consider replacing Tim Cook. Um as the iPhone maker struggles with artificial intelligence raise significant risks for the company. Apple needs a product focused CEO not one centered on logistics.The two analysts said missing AI could fundamentally alter the company's long-term trajectory and ability to grow a all grow at all. AI will reshape industries across the global economy a ...
X @Bloomberg
Bloomberg· 2025-07-18 19:05
Industry Trend - The Google "Windsurf Deal" serves as a wake-up call for AI startup employees [1]
AI Already Taking Our Jobs?
Alex Kantrowitz· 2025-07-18 16:18
For almost the entire economy, AI is just not good enough to be able to take over jobs. We had Anthropic try this experiment where they had AI run a vending machine and it couldn't get it right. It was bargained down. It just showed that their most cuttingedge technology was not even able to stock the company fridge. So, I think these layoffs from Microsoft are a retooling uh cutting in areas that it felt needed to be trimmed down a little bit, maybe saving some money because it is going to be spending $80 ...