CoreWeave's (NASDAQ: CRWV) stock went public nearly a year ago, back in March 2025. It has been a key stock for artificial intelligence (AI) investors to focus on, due to its close relationship with Nvidia (NASDAQ: NVDA). It gives companies access to compute power and Nvidia's leading chips, thus making it an attractive investment if you're bullish on the AI trade and Nvidia's continued dominance. Nvidia has also invested in CoreWeave. Recently, it also increased its stake in the business by $2 billion. T ...

This is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Happy Friday. U.S.-listed shares of Stellantis are down more than 25% this morning after the automaker said it expects to take a $26 billion hit from a business overhaul. The Chrysler and Dodge parent's stock was already having a tough year: Shares have dropped more than 12% to start 2026.Stock futures are rising this morning as the three major indexes look to rebound from another day of losses.Here are five ke ...

Core Viewpoint - The WeMeet AI Intelligent Agent was launched, marking a new development phase for AI applications in business scenarios [1] Group 1: Event Overview - The launch event was co-hosted by Moli Community and WeMeet, with special support from the Shanghai Artificial Intelligence Industry Association [1] - The WeMeet AI Intelligent Agent is designed specifically for four key scenarios: business meetings, exhibitions, business travel, and community services [1] Group 2: Future Prospects - The organizers indicated a commitment to collaborating with various partners to further implement AI in more business contexts [1]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7] Investment Opportunity - Wall Street is investing heavily in AI, with hundreds of billions directed towards developing smarter technologies, but there is a looming question regarding the energy supply needed to sustain this growth [2] - The company in focus is positioned to benefit from the surge in demand for electricity driven by AI data centers, making it a potentially lucrative investment opportunity [3][8] Company Profile - The company is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and poised to capitalize on the onshoring trend driven by tariffs [5][6] - It owns significant nuclear energy infrastructure, which is crucial for America's future power strategy, and is capable of executing large-scale engineering projects across various energy sectors [7][8] Financial Position - The company is noted for being debt-free and holding a substantial cash reserve, which is approximately one-third of its market capitalization, providing it with a strong financial foundation [8][10] - It also has a significant equity stake in another AI-related company, offering investors indirect exposure to multiple growth opportunities without the associated premium costs [9][10] Market Trends - The article discusses the broader trends of AI, energy, tariffs, and onshoring, indicating that this company is strategically positioned to leverage these interconnected developments [6][14] - The influx of talent into the AI sector is expected to drive continuous innovation, further solidifying the importance of energy infrastructure in supporting this growth [12]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] Industry Overview - Wall Street is investing hundreds of billions into AI technologies, but there is a critical question regarding the energy supply needed to sustain this growth [2] - AI technologies, particularly large language models, are extremely energy-intensive, with data centers consuming as much energy as small cities [2] - The demand for electricity is rising, and power grids are under strain, leading to increased electricity prices and a need for utilities to expand capacity [2] Company Insights - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the upcoming energy demands of AI [3][7] - This company is positioned to benefit from the surge in demand for electricity driven by AI data centers, making it a potentially valuable investment opportunity [3][8] - The company is debt-free and has a significant cash reserve, amounting to nearly one-third of its market capitalization, which provides financial stability and growth potential [8][10] Strategic Positioning - The company plays a crucial role in U.S. LNG exportation, which is expected to grow under the current administration's energy policies [7] - It is capable of executing large-scale engineering, procurement, and construction projects across various energy sectors, including oil, gas, and renewable fuels [7] - The company also holds a substantial equity stake in another AI-related venture, offering investors indirect exposure to multiple growth opportunities in the AI sector [9] Market Sentiment - There is a growing interest from hedge funds in this company, which is considered undervalued and off the radar compared to other AI and energy stocks [9][10] - The company is trading at less than 7 times earnings, indicating a potentially attractive entry point for investors looking for value in the AI and energy markets [10]

智通财经APP获悉，中国证监会发布《境外发行上市备案补充材料要求(2026年2月2日—2026年2月6 日)》。中国证监会国际司共对4家企业出具补充材料要求，其中，要求金智维补充说明股权变动、股东 情况等事项。据港交所12月15日披露，金智维递表港交所主板，国泰君安融资有限公司及中银国际亚洲 有限公司为其联席保荐人。 三、请说明你公司合成类算法备案申请进展。 四、关于本次发行上市：(1)请说明你公司股份拆细的具体计划安排，是否影响本次发行股份数量；(2) 请说明本次拟参与"全流通"股东所持股份是否存在被质押、冻结或其他权利瑕疵的情形。 五、请结合你公司报告期主要客户和供应商、产品功能、定价依据及具体应用场景、收入规模与行业地 位的匹配性等进一步说明你公司业务经营模式和核心竞争力。 招股书显示，金智维是一家专注于提供人工智能("AI")数字员工解决方案及企业级智能体解决方案的AI 企业，通过自主研发的AI解决方案，助力企业加速其数智化转型。通过将AI算法、大语言模型("大语言 模型")和机器人流程自动化("RPA")技术与行业场景的深度融合，该公司实现了将各种不同的工作交由 AI数字员工及智能体处理。 根据弗若 ...

Megan Lieu is an influencer who makes content about tech and gives career advice on social media.Tech companies like Microsoft and Google are going after new users for their AI services the way any marketer tries to make their products look cool: through social media influencers.Other artificial intelligence players, including OpenAI, Anthropic and Meta, are also hiring social media creators to post sponsored content on apps like Facebook, Instagram, YouTube and even LinkedIn. The payout for these promotion ...

（图片来源：摄图网） 2月6日，广东省人民政府新闻办公室2月6日举行"'十四五'广东成就"系列主题新闻发布会，广东省发展和改 革委员会副主任、省大湾区办常务副主任朱伟介绍，2025年全省人工智能核心产业规模预计达3000亿元。 人工智能是引领这一轮科技革命和产业变革的关键力量，通过将知识密集型技术转化为核心生产力，加速传 统产业智能化转型，催生工业互联网、智能机器人等新兴业态，成为培育新质生产力、推动经济高质量发展 的核心动能。 人工智能已上升为国家战略层面的关键产业，受到高度重视。"十五五"规划建议更是明确提出全面实施"人 工智能+"行动，以人工智能引领科研范式变革，抢占产业应用制高点，全方位赋能千行百业。 1月21日，工信部副部长张云明在国新办发布会上介绍，据有关机构测算，2025年我国人工智能核心产业规 模预计突破1.2万亿元，企业数量超6000家。 在人工智能发展的赛道上，广东省一马当先，稳居全国第一方阵。广东省工业和信息化厅厅长曾进泽透露， 2025年，广东人工智能核心产业规模预计突破3000亿元，实现了超40%的高速增长，总量占全国四分之一。 122个大模型通过国家备案，430余个行业模型落地;人 ...

据了解，从传统计算到认知计算，这一理念体现在认知状态记忆等三个根本性的范式转变上。为了构建 完整的"记忆计算"能力栈，MemoryLake搭载三大核心技术组件，打通了记忆的提取、存储、管理与计 算全流程。 在实际测试中，MemoryLake模型可以执行诸如"从多日票务数据中提取指定日期的出票量，按客户分组 汇总，并跨日对比分析"的复杂指令，直接输出可执行代码和结构化结果，将原本需要人工耗时数日的 报表整理与数据洞察工作缩短至分钟级。该模型在权威的表格理解评测中表现出全球领先的准确率，充 分证明了其在复杂企业数据处理方面的能力。 同时，MemoryLake记忆引擎实现类人方式的记忆组织与演进。其中，记忆引擎是平台的核心"大脑"， 承担着智能化组织记忆、动态更新知识以及高效检索调用的任务。 推动多行业智能化升级 本报讯(记者贾丽)在AI技术从感知智能迈向认知智能的关键转折点上，杭州质变科技有限公司(以下简 称"质变科技")正式发布了具备超大规模实践能力的多模态记忆平台——MemoryLake。该平台首次 将"多模态内容深度理解、多模态记忆存储、记忆计算与管理"全栈能力融于一体，由MemoryLake-D1大 模型 ...

2月6日，AI应用的"红包大战"轮到了阿里千问"出牌"。每位千问App用户获赠了价值25元的免单卡，可用于点奶茶、订外卖等消费，只需在下单时支付0.01 元即可。 千问（左）和元宝（右）的"红包大战"绑定的不同产品功能推广。 在众多外界观察者看来，"红包大战"是千问和元宝用户增长压力的直观表现。根据数据平台"AI产品榜"近期发布的数据，2026年1月，元宝和千问的月活跃 用户数分别为8825万和3105万，与豆包1.68亿的月活存在较大差距。 活动火爆程度堪比2025年7月外卖大战时期的"0元购"。奶茶、咖啡店出现"爆单"，部分店铺甚至不得不暂停营业，配送时间也大幅延长。有用户从下单到收 货，等待时间超三个半小时。还有用户反馈，由于配送超时，平台额外赔付了1元红包，最终在免费喝奶茶的同时，反而赚了0.99元。 根据千问官方微博于2月6日傍晚发布的"战报"：活动上线9小时，用户在千问App的下单量超过1000万单。千问App随之登顶苹果应用商店免费榜，力压同样 在酣战"红包大战"的腾讯元宝App。 千问和元宝的AI"红包大战"，复刻了移动互联网时代的传统"打法"：拉新助力和社交裂变。每邀请一名新用户使用千问，即 ...