不过，对于全球股民高度关注的问题——能否让ChatGPT智能体自己拿着钱去炒股，OpenAI表示这类操作暂时受 到限制，主要考量是避免AI出错导致高额损失。同时ChatGPT智能体在执行敏感或重要操作（例如发送邮件、购 买商品、提交个人数据）时，会明确征求用户授权。用户在使用ChatGPT智能体访问金融网站时，将不能离开当 前标签页，否则工具会停止运作。 在安全性方面，ChatGPT 智能体的设计也充分考虑了用户的安全需求。在执行涉及敏感或重要操作前，ChatGPT 会明确征得用户的授权，确保用户始终掌握控制权。此外，ChatGPT 智能体还具备主动监督和风险缓解功能，能 够主动拒绝高风险任务，例如，金融交易或敏感法律互动。 ChatGPT Agent上线 "现在ChatGPT可以思考和行动，能主动从技能工具箱中选择工具，完成一些任务。"OpenAI介绍，这些任务包 括"查看我的日历并根据近期新闻介绍即将举行的会议""分析三个竞争对手并创建幻灯片"等。此外，用户还可以 执行一些重复任务，例如将屏幕截图转换为可编辑PPT、用新的财务数据更新电子表格、重新安排会议。 据介绍，ChatGPT的工作过程包括浏览网站、 ...

Group 1: Earnings Season Overview - The earnings season is underway, with investors focused on the performance of leading companies amidst ongoing challenges such as tariffs [1] - Top Wall Street analysts are assessing companies' abilities to navigate short-term difficulties and deliver long-term returns [1] Group 2: Uber Technologies - Uber Technologies (UBER) is expected to report a 17% year-over-year growth in gross bookings to $46.8 billion for Q2, slightly above Street estimates [3][4] - Revenue growth is anticipated at 18%, with EBITDA projected at $2.09 billion, aligning with consensus estimates [4] - Analyst Mark Mahaney believes UBER's stock remains a top pick due to strong growth in Mobility and Delivery bookings, positive user metrics, and successful robotaxi rollouts [5][6] - Mahaney maintains a buy rating on UBER with a price forecast of $115, while TipRanks' AI analyst has an "outperform" rating with a price target of $108 [6][7] Group 3: Alphabet - Alphabet (GOOGL) has a buy rating reaffirmed by JPMorgan analyst Doug Anmuth, with a price target increase to $200 from $195 [8] - The revised price target is based on better channel checks, third-party data, and favorable forex changes, reflecting a multiple of about 20-times the 2026 GAAP EPS estimate of $9.89 [9] - Anmuth highlights Alphabet's solid fundamentals, innovation focus, and potential growth in non-ad businesses like Cloud and YouTube subscriptions [11][12] - The company is expected to benefit from advances in Generative AI and a shift in advertising dollars to online channels [12][13] Group 4: Meta Platforms - Meta Platforms (META) has a raised price target of $795 from $735, with a maintained buy rating ahead of Q2 results [14] - The upgraded price target is based on a multiple of about 27-times the 2026 GAAP EPS estimate of $29.53, reflecting confidence in robust top-line growth and cost efficiencies [15] - Anmuth emphasizes Meta's competitive advantages, including its scale, growth, and profitability, as well as its targeting capabilities for advertisers [16][17] - The company is expected to invest in growth opportunities in AI and the Metaverse while maintaining cost discipline [17]

Group 1: Alphabet - Alphabet is the parent company of Google, YouTube, Waymo, and Android, with the majority of its revenue coming from advertisements [3] - Google Search accounted for 56% of Alphabet's revenue in Q1, and the Google Services division generated an operating margin of 42% [4] - Concerns arise as Google Search's market share has fallen below 90% for the first time since 2015, leading to bearish sentiment among analysts [6] - Alphabet's stock trades at 19 times forward earnings, significantly cheaper than the S&P 500's 23.7 times forward earnings [8] - Despite concerns, Google Search's revenue increased by 10% year over year in Q1, indicating resilience [9] - Upcoming Q2 results on July 23 are expected to show continued healthy revenue for Google Search, potentially boosting the stock [10] Group 2: Taiwan Semiconductor - Taiwan Semiconductor (TSMC) is the leading chip foundry, producing chips for major companies like Apple and Nvidia [11] - TSMC does not market chips directly to consumers, which alleviates client concerns about technology theft [11] - The company is launching a 2-nanometer chip node later this year and a 1.6 nm offering in 2026, maintaining its technological edge [12] - TSMC projects a 45% compound annual growth rate (CAGR) in AI-related revenue and nearly 20% CAGR in total revenue over the next five years [13] - The stock trades at 24.9 times forward earnings, which is slightly more expensive than the broader market but justified by its growth potential [14][16] - TSMC's projected 20% growth rate significantly outpaces the market's long-term growth rate of around 10%, indicating it may be undervalued [16]

Arm Holdings (ARM -0.30%) has emerged as one of the top semiconductor and artificial intelligence (AI) stocks on the market today. After going public in 2023, the stock soared as investors realized it had more exposure to AI than they initially believed. Today, Arm stock is expensive, trading at a price-to-sales ratio of 38, but it also has a robust set of competitive advantages that set it apart from any other stock in its industry.There are two things that are unique about Arm. First, its business model i ...

Group 1 - Gartner (NYSE: IT) shares are currently considered attractive for purchase due to a strong and sustainable business model [1] - The company benefits from annual research subscriptions that provide stable cash flow and good profit margins [1] - The current trading valuation is at a forward P/E ratio, indicating potential for growth [1]

Core Viewpoint - Arm Holdings has experienced a recent decline in stock price but shows signs of recovery, with a significant increase in shares over the past three months, outperforming the Nasdaq Composite index [1][2]. Group 1: Stock Performance and Valuation - Arm's stock is currently down approximately 16% from its all-time high in mid-2024, while the Nasdaq Composite is near its all-time highs [1]. - Over the past three months, Arm's shares have surged by 56%, compared to a 28% increase in the Nasdaq Composite [2]. - The stock is now trading at a more attractive valuation, with a price-to-earnings ratio of 193, significantly lower than its ratio at the end of June 2024 [3][7]. - Analysts expect a forward earnings multiple of 79, indicating anticipated earnings growth [7]. Group 2: Earnings Growth and Market Demand - Arm has demonstrated impressive earnings growth over the past 18 months, contributing to its relatively cheaper valuation [5]. - The demand for Arm's intellectual property (IP) and chip architecture has surged, particularly due to advancements in artificial intelligence (AI) [10]. - There has been a 14x increase in the number of customers using Arm-based chips in data centers over the past four years, with major cloud computing companies adopting its architecture [11]. - The number of applications compatible with Arm-based chips has doubled since 2021, driven by a 1.5x increase in developers creating those applications [12]. Group 3: Market Share and Future Expectations - Arm aims to capture 50% of the data center CPU market by the end of 2025, a significant increase from last year's figures [13]. - The company also targets 50% of the PC CPU market by 2029, representing a sixfold increase compared to last year [14]. - Higher royalty rates for its latest Armv9 architecture have positively impacted Arm's margin profile [14]. - Analysts expect Arm's earnings growth to exceed expectations due to market share gains and increased royalty rates for AI-focused chip designs [18].

Group 1 - Renaissance Capital offers pre-IPO research services to institutional investors and investment banks [1] - The firm manages two IPO-focused funds: Renaissance IPO ETF (NYSE: IPO) and Renaissance International IPO ETF (NYSE: IPOS) [1] - Individual investors can access a free overview of the IPO market on Renaissance Capital's website [1] Group 2 - The pre-IPO research service provides independent opinions, in-depth fundamental analysis, and customizable financial models on all IPOs [1]

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As one of the top technology enterprises in the world, Alphabet Inc. GOOG GOOGL will command a massive audience when it releases its second-quarter earnings report on Wednesday, July 23, after the closing bell. Analysts will be looking for earnings per share of $2.17 on revenue of $93.72 billion, a sizable lift from the year-ago quarter's print of $1.89 and $84.74 billion, respectively.Undoubtedly, artificial intelligence will represent a hot topic for Alphabet, which owns the Google ecosystem. Earlier this ...

Key Takeaways Alphabet is expected to report Q2 earnings of $2.13 per share on $79.22B in revenues. GOOGL's Search and Cloud growth are fueled by Gen AI tools like Circle to Search and new AI partnerships. Capacity limits may affect Q2 Cloud revenues despite a 26% year-over-year growth estimate for the segment.Alphabet (GOOGL) is set to report second-quarter 2025 results on July 23. For second-quarter 2025, the Zacks Consensus Estimate for earnings is pegged at $2.13 per share, up by a penny over the past ...