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Amazon Cutting 16,000 Jobs, ASML Reports Record Bookings | Bloomberg Tech 1/28/2026
Youtube· 2026-01-28 21:32
>> "BLOOMBERG TECHNOLOGY" IS LIVE FROM COAST-TO-COAST COME UP WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: THIS IS "BLOOMBERG TECHNOLOGY." AMAZON CUT 16,000 OF CORPORATE JOBS TO INCREASE OWNERSHIP. CAROLINE: POSTING STRONG FOURTH-QUARTER EARNINGS. ED: SOFTBANK IS IN TALKS WITH INVESTORS AS MUCH AS 30 BILLION DOLLARS MORE INTO OPENAI. CAROLINE: LET'S CHECK IN ON THE MARKETS. AN INTERESTING WHIPSAW. AT ONE POINT, WE SAW THE S&P 500 ABOVE THAT $7,000 LEVEL. WE HAD NEVER SEEN THAT BEFORE. ...
从技术突破到价值落地 智能体开启AI进化新格局
Zhong Guo Zheng Quan Bao· 2026-01-28 20:58
● 本报记者 杨洁 技术演进迈入"能办事"新范式 当人工智能(AI)日均大语言模型处理信息基本单位词元(Token)的消耗量在一年半内暴涨300多 倍,当国产开源大模型全球累计下载量突破100亿次,当智能体(Agent)开始自主调度工具完成复杂任 务……一系列数据与现象勾勒出2026年AI进化的方向。 从专注对话交互,到具备部分场景的决策和办事能力,人工智能产业正经历一场深刻的范式革命。这场 变革有望重塑技术发展路径,更有可能全面重构商业生态。AI技术在带来生产力跃升的同时,也提出 了全新的治理命题。 2026年1月中旬,在清华大学举办的"AGI-Next"峰会上,多位AI领域的专家认为,基础模型数量正持续 收敛。模型在真实场景的应用效果有望成为未来核心评价标准,AI竞争将从"会聊天"的"Chat"范式转 向"能办事"的Agent时代。 赛迪研究院报告预计,2026年,大模型技术能力将聚焦物理认知深化、推理效能提升、架构范式革新等 关键维度,迎来进一步升级跃迁,大模型认知功能将从文字符号处理,迈向环境交互与物理推理,世界 模型构建将取得进一步发展,(下转A02版) (上接A01版)推理机制将从浅层统计关联迈向 ...
What's Going On With Palantir Technologies Stock Wednesday? - Palantir Technologies (NASDAQ:PLTR)
Benzinga· 2026-01-28 19:07
Palantir Technologies Inc. (NYSE:PLTR) stock fell Wednesday, as the stock underperformed despite a generally positive technology sector environment.Market Context And PerformanceThe broader market showed mixed signals on Wednesday, with the S&P 500 down 0.03% and the Technology sector gaining 0.6%. Palantir’s 2.95% decline came as the Nasdaq rose 0.28%, while the Russell 2000 fell 0.39%, reflecting split investor sentiment across indices.No specific news events drove the stock’s movement today, though broad ...
Redwire (RDW) Soars 30% on Defense Contract Award
Insider Monkey· 2026-01-28 19:07
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Nebius Group N.V. (NBIS) Up More Than 60% in 6 Months, Here’s What You Need to Know
Yahoo Finance· 2026-01-28 17:17
Nebius Group N.V. (NASDAQ:NBIS) is one of the High-Flying Tech Stocks to Buy. Nebius Group N.V. (NASDAQ:NBIS) has gained more than 80% over the past 6 months. Wall Street remains a Strong Buy with 75% of the 12 analysts covering the stock having a Buy rating. Recently, on January 15, Morgan Stanley initiated coverage of the stock with a Market Perform rating and a $126 price target. The firm noted that they see the company to be well-positioned to rapidly scale its AI infrastructure capability, driven b ...
Meta beats on top, bottom lines, gives stronger-than-expected forecast
CNBC· 2026-01-28 21:05
Core Insights - Meta Platforms Inc. is set to report its fourth-quarter earnings, with a focus on the impact of its revamped artificial intelligence strategy for 2026 [1] - The company invested $14.3 billion in Scale AI to enhance its AI capabilities, particularly under the leadership of founder Alexandr Wang [1][2] AI Strategy and Investments - Meta's AI unit, TBD, was established following a lukewarm reception of its Llama 4 model, and it is currently developing a new model code-named Avocado, expected to launch in the first half of the year [2] - The company is also investing heavily in data center infrastructure, committing up to $6 billion to Corning for fiber-optic cables through 2030 [3] - CEO Mark Zuckerberg emphasized the necessity of these investments in AI, despite concerns from investors regarding costs [3][4] Financial Projections - Meta's capital expenditures related to data centers are projected at $21.97 billion for the quarter, with expected online advertising sales of $56.98 billion [4] - Analysts predict that the number of daily active users will reach 3.58 billion in the fourth quarter [5] Reality Labs Unit - The Reality Labs unit, which focuses on virtual and augmented reality, is expected to report an operating loss of $5.67 billion on sales of $940.8 million for the fourth quarter [6][7] - This unit has accumulated over $70 billion in total operating losses since late 2020, raising concerns about its future viability [7] Earnings Estimates - Analysts estimate earnings per share at $8.21 and revenue at $58.35 billion for the upcoming report [8]
想“金蝉脱壳”卖身美国?中国养大的AI白眼狼,被商务部一招摁死
Sou Hu Cai Jing· 2026-01-28 16:42
吃尽中国红利,却卸磨杀驴卖身美国,商务部摁死的AI白眼狼一点都不冤 蝴蝶效应科技一家靠中国土壤扶植起来的AI新贵,用最精致的算计上演了一出"吃尽红利就跑"的戏码。 然而想要跳槽美国打包我们一手扶持的高新技术,可能吗? 2022年的武汉光谷,疫情的阴霾尚未完全散去,就一间略显局促的的房间里。 在光谷的创业扶持政策下,又为他免去了三年房租和三年税收减免,硬生生帮这家初创公司熬过了最艰难的起步期。 创业初期,肖弘团队就立志要做中国最好的通用AI智能体。 那时候的他们抱着这一腔热忱、这宏大的理想、这看不见摸不着的未来顶过了所有难关。 中国没有不管他们,中国市场没有辜负他们给了这家初创公司最慷慨的回馈: 那时候还不是总裁的肖弘领着五名核心成员,在折叠桌前敲出了现在的蝴蝶效应科技的第一行代码。 彼时的许多的初创公司因疫情影响和经济不景,资金断裂黯然离场。 但肖弘一行无疑是幸运的,他们是AI专业中的佼佼学生。 核心成员肖弘又顶着华中科大的名校光环,让他顺利拿到了国内创投机构3000万的种子轮融资。 千万级电商用户的对话数据,无偿成为其算法训练模型的"养料"。 国有资本背景的产业基金果断注资8亿元,只为了保证这个年轻的公司技 ...
Palladyne stock: 3 big reasons to sell it on Air Force contract rally
Invezz· 2026-01-28 16:35
Palladyne stock: 3 big reasons to sell it on Air Force contract rally false### Choose your country### Choose preferred languagePopular languagesEnglish (USA) [Deutsch] [Español] [Français] [Português]All available languagesEnglish (USA) [English (UK)] [English (Australia)] [English (Canada)] [English (New Zealand)] [English (South Africa)] [English (Ireland)] [English (Singapore)] [English (Nigeria)] [English (Pakistan)] [English (India)] [eština] [Deutsch] [Dansk] [Español] [Français] [Italiano] [] [Melayu ...
Anthropic首席执行官警告AI劳动力冲击
Xin Lang Cai Jing· 2026-01-28 16:32
Core Viewpoint - The CEO of Anthropic, Dario Amodei, warns that AI could lead to severe employment disruptions [1] Group 1: Company Insights - Dario Amodei, co-founder of Anthropic, has pledged to donate a significant portion of his wealth to address inequality issues [1] - Industry representatives, including Nvidia (NVDA), have responded to the warnings about potential job disruptions caused by AI [1]
Faber Report: Softbank close to investing an additional $30B in OpenAI
Youtube· 2026-01-28 16:32
Fundraising Efforts - OpenAI is reportedly in the process of closing a $100 billion fundraising round, with SoftBank committing an additional $30 billion on top of the previous $30 billion already provided [2][3][15] - The total amount raised by SoftBank for OpenAI is $41 billion, of which $11 billion was syndicated out [2][3] Valuation and Financials - OpenAI's post-money valuation is estimated to be between $830 billion and $850 billion [4] - The company currently has approximately $40 billion in cash on its balance sheet and has recently added $1 billion in enterprise revenue over the last 30 days, confirming a $20 billion annual revenue run rate [4][14][15] Strategic Investors - Significant strategic investors, including Nvidia, Amazon, and potentially Microsoft, are expected to participate in this fundraising round alongside SoftBank [6][7][15] - Amazon's involvement may leverage its AWS services for inference and compute needs, while Nvidia's investment is seen as part of a circular relationship [6][7] Market Context - The fundraising efforts and the involvement of major tech companies highlight the competitive landscape and strategic importance of AI technology [6][15] - The ongoing developments in OpenAI's fundraising and partnerships are viewed as critical indicators for the broader AI industry [13][15]