"我们说2025年是人形机器人的商业元年，大家其实希望看到人形机器人在具体商业场景中怎么干活、 如何发挥价值。"智元机器人CMO邱恒说。他介绍，此次展览，智元将带来几十台、全系列机器人，全 面呈现其商业化落地应用，包括工业、物流、商超服务、文娱表演及教育科研等领域。 他表示，机器人学习的速度实际上还是很惊人的。在商业化方面，今年比去年又进步了很多，在很多领 域，用户的接受程度越来越高，智元已有两款机器人可以"进厂干活"。 上海市经济和信息化委员会人工智能发展处处长潘焱指出，人工智能发展到现在这个阶段，其变化特别 快。相比于去年，今年很多人都用上了人工智能产品。 "今年世界人工智能大会一个非常大的特点就是观众可以看到人工智能应用已经(发展)起来了。"他说。 7月25日，记者提前探馆，现场工作人员正在调试人形机器人。中新网记者郑莹莹摄 2025年是特别的一年。DeepSeek在2025年初的爆红，掀起了中国人工智能大模型的应用热潮。 中新网上海7月26日电 (记者郑莹莹)2025世界人工智能大会暨人工智能全球治理高级别会议26日在沪登 场。在这场盛会上，人工智能(AI)的商业化进程备受关注。 今年，特斯拉、智元、 ...

Will Applied Digital's $7 billion AI lease with CoreWeave position it as the next big player in AI infrastructure, or do we approach with caution?Applied Digital (APLD -0.41%) has a $7 billion deal with CoreWeave, marking a significant shift into artificial intelligence (AI) infrastructure. With backing from Nvidia and major financial institutions, is APLD poised for explosive growth, or is it a speculative trap? Dive into the company's strategy, financials, and market position to find out.Stock prices used ...

Nebius Group NV NBIS might be the most underappreciated player in AI infrastructure today. At a $12 billion market cap, it's trading like a mid-cap growth story.Billions In Plain Sight — Still IgnoredBut a closer look by Ng Investing on X revealed the company is sitting on $3.7 to $5.7 billion worth of subsidiaries — hidden in plain sight, yet not fully priced in by the market.Take ClickHouse: Nebius owns 28% of the open-source database firm, last valued at $6 billion. That alone is worth $1.68 billion. Add ...

Shares of CoreWeave (CRWV 6.19%), a leader in artificial intelligence (AI) infrastructure, were on the move today after the company announced that it would invest $6 billion to open a new data center in Pennsylvania.The news shows the company continuing to invest in the rapidly growing market, paving the way for new capacity. Additionally, CoreWeave could be benefiting from news that Nvidia will now be allowed to sell its H20 AI chips in China, which benefits a key ally and investor in the company, and pave ...

As Bitcoin hits price discovery it's important to pay attention to the coins showing strength.Nansen 24-hour net inflows show that AI tokens continue to run hard as majors break:i) @virtuals_io : ACP + Decentralized Governance.Once again 7-figure net inflows and top of the leaderboard as ACP gathers momentum.The first phase of governance proposals passed highlighting an engaged veVIRTUAL holder base.Expect more to come as innovative teams launch agents to disrupt their respective industries, and bolster the ...

Net Asset Value Anticipated to be $9.00 to $9.50 Per Share Board of Directors Declares $0.25 Per Share Cash Dividend NEW YORK, July 08, 2025 (GLOBE NEWSWIRE) -- SuRo Capital Corp. (“SuRo Capital”, the “Company”, “we”, “us”, and “our”) (Nasdaq: SSSS) today provided the following preliminary update on its investment portfolio for the second quarter ended June 30, 2025. “The second quarter was SuRo Capital’s best quarter since inception, as measured by the appreciation in NAV per share,” said Mark Klein, Chair ...

Core Insights - Cisco Systems (CSCO) is experiencing gross margin expansion due to a flexible and diversified supply chain, productivity improvements, and disciplined cost management, which are expected to positively impact operating margins [1][10] Financial Performance - In Q3 fiscal 2025, Cisco's product gross margin increased by 70 basis points year over year to 67.6%, aided by contributions from Splunk and a favorable product mix in high-margin segments like Security and Observability [2] - The non-GAAP gross margin for Cisco expanded by 30 basis points year over year, reaching 34.5% in the same quarter, exceeding the company's guidance [3] - Cisco anticipates a non-GAAP gross margin for Q4 fiscal 2025 to be between 67.5% and 68.5%, with an expected non-GAAP operating margin between 33.5% and 34.5% [4] Competitive Landscape - Hewlett-Packard Enterprise (HPE) is emerging as a significant competitor to Cisco, particularly after its $14 billion acquisition of Juniper Networks, offering AI-driven, cloud-native networking solutions, although HPE's gross margins are around 29% compared to Cisco's 65% [6] - Arista Networks (ANET) is a key player in cloud and AI-driven networking, leading in 100-gigabit Ethernet switches, with gross margins around 64%, positioning it as a strong competitor against Cisco [7] Stock Performance and Valuation - Cisco's shares have appreciated by 18% year to date, outperforming the Zacks Computer – Networking industry's return of 15.6% [8] - From a valuation perspective, Cisco appears overvalued with a forward 12-month price-to-sales (P/S) ratio of 4.6, higher than the industry's 4.39X [11] Earnings Estimates - The Zacks Consensus Estimate for Cisco's earnings is $3.79 per share for fiscal 2025 and $4.00 per share for fiscal 2026, reflecting year-over-year growth of 1.61% and 5.73%, respectively [14]

Core Insights - IREN Limited is positioned at the intersection of two growing sectors: low-cost Bitcoin mining and AI infrastructure [1] - The company operates with a capacity of 50 EH/s and maintains enviable profit margins while holding no cryptocurrency on its balance sheet [1] - Pythia Research, the company's core focus, aims to identify multi-bagger stocks primarily in the technology sector through a multidisciplinary approach [1] Investment Strategy - The investment strategy combines financial analysis, behavioral finance, psychology, social sciences, and alternative metrics to assess companies with high conviction and asymmetric risk-reward potential [1] - The approach seeks to uncover breakout opportunities before they gain mainstream attention by leveraging both traditional and unconventional insights [1] - The strategy emphasizes understanding market sentiment and identifying emerging trends to invest in transformative businesses poised for exponential growth [1] Market Behavior Analysis - The company recognizes that markets are influenced not only by fundamentals but also by perception, emotion, and bias [1] - Investor behavior, such as anchoring to past valuations and herd mentality, creates persistent inefficiencies that can signal the start of a breakout [1] - The analysis of psychological noise is integral to the investment process, assessing whether market volatility is driven by emotion or fundamentals [1] Opportunity Evaluation - Each investment opportunity is evaluated based on its risk/reward profile, focusing on limited downside and explosive upside potential [1] - The company believes that the best returns come from understanding where investor belief lags behind reality [1] - The process includes identifying signals that others may overlook, such as shifts in narrative, early social traction, and underappreciated momentum in user adoption [1]

Group 1: AI Market Overview - Investors have significantly driven market gains through AI stocks, contributing to the rise of major indices like the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average [1] - AI technology is seen as revolutionary, enhancing efficiency in various sectors and enabling faster development of innovative products [3] - Companies like Nvidia and Broadcom, as well as those providing AI infrastructure such as Amazon, have experienced substantial stock price increases due to their involvement in AI [4] Group 2: Quantum Computing Potential - Quantum computing is emerging as a promising field, potentially following the success of AI stocks and attracting early investors [5] - Unlike traditional computing, quantum computing utilizes qubits, allowing for complex problem-solving capabilities that classical computers cannot achieve [6] - D-Wave Quantum reported a remarkable 500% revenue increase to $15 million in a recent quarter, indicating strong customer interest in quantum technology [7][8] Group 3: Challenges and Investment Considerations - Despite some revenue generation, quantum computing has not yet realized its full potential, suggesting significant future growth opportunities if R&D progresses well [9] - Current challenges in quantum computing include the fragility of qubits, high error rates, and difficulties in scaling systems, making these stocks riskier compared to AI stocks [10] - For aggressive investors, shares in leading quantum computing companies are worth considering, while cautious investors might prefer established tech giants like Alphabet or Microsoft that are also exploring quantum computing [11]

The demand for cloud computing infrastructure used to help train artificial intelligence (AI) models and deploy them into production is increasing at an incredible pace. It's one of the main reasons why shares of CoreWeave (CRWV -7.63%) and Oracle (ORCL -2.20%) have been in fine form on the stock market in 2025.Both companies rent out AI-focused data centers powered by premium graphics processing units (GPUs) from the likes of Nvidia, AMD, and others. To meet the increasing demand, both companies are quickl ...