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X @s4mmy
s4mmy· 2025-07-11 16:31
RT s4mmy (@S4mmyEth)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 industr ...
X @s4mmy
s4mmy· 2025-07-11 14:03
RT s4mmy (@S4mmyEth)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 industr ...
Z Product|Product Hunt最佳产品(6.30-7.6),为初创打造的AI法律平台登顶
Z Potentials· 2025-07-11 06:11
6.30-7.6 TOP10 TOP1: Skala 一句话描述: Skala 是一款集公司注册、融资、商标和合同管理于一体的智能法律平台。 简介: Skala 是一款面向初创企业的全方位法律服务平台,核心价值在于简化公司注册、融资、商标管理及合同签署等复杂法律流程,帮助创业者高效合规 地启动和扩展业务。 目标用户主要是早期创业者和中小企业创始人,他们通常缺乏法律专业知识且需要便捷、低成本的法律支持。 Skala 解决了传统法律服务门槛高、流程繁 琐、响应慢的问题,抓住了创业市场对数字化、一站式法律解决方案的强烈需求。 核心功能亮点包括:一是支持多司法辖区(美国及离岸)公司注册及管理,满足全球化创业需求;二是集成多种融资工具(股权、代币、债务)及商标注 册管理,覆盖创业关键环节;三是内置 AI 法律助手与真实律师无缝对接,兼顾智能效率与专业保障。产品差异化优势体现在结合 AI 技术与人工法律服 务,提升服务效率和精准度。 数据表现: Skala 获得了 838 个 Upvote , 97 条 comment 。 网站链接: https://www.skala.io/?ref=producthunt TOP2 ...
Should You Invest $1,000 in C3.ai Stock Right Now?
The Motley Fool· 2025-07-10 09:15
C3.ai (AI) is a popular artificial intelligence (AI) investment choice, as its plug-and-play AI solutions have gained significant popularity with clients. C3.ai has also secured several key government contracts, establishing a strong client base in both the commercial and government sectors.The stock hasn't had the greatest year, as it has fallen around 25% so far in 2025. But nothing is stopping the stock from turning around, especially if the company continues to post stellar growth rates. So, is C3.ai wo ...
欧美的初创EDA公司
半导体芯闻· 2025-07-09 10:07
Core Viewpoint - The 62nd DAC showcased numerous new exhibitors for 2025, particularly emerging EDA startups that are addressing the complexities of modern chip design through innovative methods, with a strong emphasis on artificial intelligence to enhance design and verification efficiency [1][2]. Group 1: AI in Design Verification - Bronco AI focuses on AI for design verification regression analysis, automating repetitive tasks and generating detailed scripts for debugging processes, which helps reduce organizational friction and improves onboarding for new team members [3]. - ChipAgents claims that their AI-driven chip design environment can enhance RTL design, debugging, and verification efficiency by tenfold, allowing designers to convert concepts into precise specifications using simple language prompts [4][5]. Group 2: Project Management and Collaboration - DSM Pro Engineering is developing a comprehensive RTL-to-GDSII chip design project management system that centralizes project metadata in a programmable SQL database, facilitating collaboration between project managers and engineers [6]. - ITDA Semiconductor offers a drag-and-drop visual designer for SoC systems, enabling users to create and optimize designs quickly, with a focus on power control and clock management [7]. Group 3: Accelerating Verification and Design - MooresLabAI is creating a proxy AI framework to accelerate verification processes, significantly reducing verification time and overall time-to-market [8][9]. - Rise Design Automation aims to enhance RTL design and verification, providing a multi-language toolset that allows users to start from high-level designs and optimize them into RTL, improving simulation speed and design iteration [9][10].
高盛:中国软件_产品追踪_人工智能代理升级,多模态人工智能模型解锁应用场景;软件项目投标评审
Goldman Sachs· 2025-07-09 02:40
7 July 2025 | 9:24AM HKT China Software: Product Tracker: AI agents upgraded, multi-modal AI models to unlock use cases; Software projects bidding review We reviewed software product launches form 1Q25 till date (Exhibit 1), and see the momentum of AI-native applications and software with AI features new launches remaining strong in 2Q25, especially agentic AI, multi-modal AI model, and model deployment. Vendors across AI foundation models and applications are migrating from basic integration to LLMs to mor ...
AI智能体的商业叙事远比技术精彩
3 6 Ke· 2025-07-08 23:27
2025年过半,AI Agent(智能体)正在大跃进。 今年来,基本上每个月甚至每天,都有不同行业或企业推出新的智能体产品。 最近有两个事情值得关注,一是百度文心智能体平台与小米应用商店达成深度合作,上线"AI智能体专 区",实现智能体与应用市场首次打通;另一个是荣耀最新发布的众多AI终端新品,全部搭载荣耀 YOYO智能体,而合作方是阿里。这也意味着,AI智能体已经逐渐步入入口和生态的全面争夺。 事实上,随着大模型技术的跃迁与算力资源的增强,智能体在海内外市场迎来爆发式发展浪潮。微软、 谷歌、Zoom、百度、阿里、腾讯、字节跳动等全球科技巨头纷纷加码布局,推动智能体从实验室走向 应用前线,覆盖内容创作、客服、手机助手、办公自动化、软件开发、教育培训、金融咨询、工业制造 等多个垂直领域。 AI智能体最大的特点,在于能够自主感知、规划和反思,完成复杂任务,从被动工具转变为主动执行 者,而在形态上,可以是软件、硬件或一个系统,具备自主性、适应性和交互能力。 那么,科技大厂对AI智能体是如何布局的?目前的市场发展现状如何?其中又有哪些难点?AI智能体 的出现和持续渗透,对商业生态会有什么冲击和变革? 从开发平台到超级 ...
Running the Open-Source LlamaCloud MCP Server
LlamaIndex· 2025-07-08 11:28
Hello everyone. This is Tana from Llama Index and I want to walk you through the Llama Cloud MCP server that we created which is completely open sourced and this is the one that we created in Python uh which allows you to use Llama Cloud indexes and extraction agents as tools within any MCP client. And today I'm going to show you how um you can set it up to use with cloud desktop for example.So to start with, let's have a look at my Llama Cloud account. And you'll see that for example here I have two indexe ...
CYBR vs. ZS: Which Cybersecurity Stock is the Better Buy Now?
ZACKS· 2025-07-07 16:50
Core Insights - CyberArk Software (CYBR) and Zscaler (ZS) are significant players in the cybersecurity sector, focusing on different aspects of security, with CyberArk specializing in privileged access management and identity security, while Zscaler excels in secure access service edge and cloud security [2] - The cybersecurity market is expected to grow at a CAGR of 12.63% from 2025 to 2030, driven by advanced attacks and the proliferation of AI [3] CyberArk Stock Analysis - CyberArk is witnessing a shift in identity security, with machine identities now outnumbering human identities at a ratio of over 80 to 1, up from 45 to 1 a year ago [5] - The company is innovating with AI-based products like Secure AI Agents and CORA AI, enhancing its identity security platform [6] - CyberArk's acquisitions of Zilla Security and Venafi have bolstered its expertise in identity governance and machine identity, contributing to recurring revenues and market share [7] - The Zacks Consensus Estimate predicts revenue growth rates of 31% for 2025 and 19% for 2026, with bottom line growth rates of 26.4% and 25% respectively [8] Zscaler Stock Analysis - Zscaler is implementing strategies such as Zero Trust Everywhere and agentic SecOps to leverage the growing cybersecurity market [11] - The company reported over 210 Zero Trust Everywhere enterprises in Q3 of fiscal 2025, marking a sequential growth of 60% [12] - Zscaler faces challenges with rising sales and marketing (S&M) and research and development (R&D) expenses, impacting near-term profitability [13] - The company's fiscal 2026 earnings are projected at $3.08, indicating a year-over-year decline of 3.5% [14] Performance and Valuation Comparison - Year-to-date, CyberArk shares have increased by 19.6%, while Zscaler shares have surged by 74.4% [16] - CyberArk is trading at a forward sales multiple of 13.6X, compared to Zscaler's 6.65X, reflecting higher growth expectations for CyberArk despite appearing pricier [17] Conclusion - CyberArk is positioned for robust growth through acquisitions and innovation in identity and AI security, while Zscaler is facing near-term challenges with rising operating expenses [18] - CyberArk holds a Zacks Rank 2 (Buy), indicating a stronger investment case compared to Zscaler, which has a Zacks Rank 3 (Hold) [19]
道通科技: 道通科技2025年半年度业绩预告的自愿性披露公告
Zheng Quan Zhi Xing· 2025-07-06 16:14
股票代码:688208 股票简称:道通科技 公告编号:2025-054 (二)业绩预告情况 非经常性损益的净利润为 45,500 万元至 48,500 万元,与上年同期相比,将增加 至 26.76%。 付费用的净利润为 47,000 万元至 50,800 万元,与上年同期相比,将增加 18,078 万 元至 21,878 万元,同比增长 62.51%至 75.65%。 (三)本次业绩预告未经注册会计师审计。 二、上年同期业绩情况和财务状况 上年同期归属于母公司所有者的扣除非经常性损益的净利润:28,921.57 万元。 转债代码:118013 转债简称:道通转债 深圳市道通科技股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律责任。 一、本期业绩预告情况 (一)业绩预告期间 四、风险提示 公司本次预计业绩数据未经注册会计师审计,系财务部门基于自身专业判断进行 的初步核算,公司不存在影响本次业绩预告内容准确性的重大不确定因素。 五、其他说明事项 本预告所载公司 2025 年半年度主要财务数据为初步核算数据,具体准确的财务 ...