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1 Growth Stock Down 45% to Buy Right Now
The Motley Fool· 2025-07-11 10:42
Artificial intelligence (AI) stocks are some of the hottest names on Wall Street. Palantir Technologies and Nvidia have ridden the AI wave to amazing heights, surging by 900% or more in just a few years.However, it's still possible to find AI stocks that are not at all-time highs. For example, SoundHound AI (SOUN -4.73%) is almost 50% off its all-time high. Is its stock a buy? Let's find out. What does SoundHound AI do?The company is leader in the development and deployment of voice-powered AI systems. Thes ...
Biodesix (BDSX) Earnings Call Presentation
2025-07-02 14:40
Company Overview - Biodesix is a leading diagnostics company focused on improving clinical care and patient outcomes[1, 12] - The company's mission is to transform patient care through personalized diagnostics that are timely, accessible, and address immediate clinical needs[13] - Biodesix envisions a world where patient diseases are conquered with the guidance of personalized diagnostics[14] Business Lines and Key Capabilities - Biodesix generates revenue through two business lines: Lung Diagnostic Tests and Development Services[15] - The company expects to have approximately 95 sales representatives focused on lung diagnostics in the field by 4Q25[19] - Biodesix boasts industry-leading gross margins of 794%[19] - Development Services had $109 million in contracts not yet recognized as of the end of Q1 2025[73] Lung Diagnostic Tests - Lung cancer accounts for approximately 1 in 5 cancer deaths annually in the USA[29] - Approximately 80% of patients assessed for lung cancer risk fall into the low to moderate risk category (5-65%)[37, 43] - The Nodify Lung test identifies likely malignant nodules with 78% PPV, 98% specificity, and 28% sensitivity, and identifies likely benign nodules with 98% NPV, 97% sensitivity, and 44% specificity[46] Financial Performance - Total revenue for Q1 2025 was $180 million, representing a 21% year-over-year growth[76, 78] - Lung Diagnostics revenue in Q1 2025 was $163 million, an 18% increase year-over-year[76, 81] - Development Services revenue in Q1 2025 was $17 million, a 61% increase year-over-year[76, 81]
C3.ai vs. SoundHound: Which AI Stock Has More Upside Right Now?
ZACKS· 2025-06-12 15:21
Key Takeaways C3.ai rose 17.8% in three months, outperforming SOUN, its industry, and the broader market. C3.ai secured a $450M Air Force deal and grew partner-led bookings 419% in 4Q25. SOUN posted a 151% revenue surge in Q1, aided by acquisitions and voice AI platform expansion.C3.ai, Inc. (AI) and SoundHound AI, Inc. (SOUN) are pure-play AI companies riding the artificial intelligence investment wave. C3.ai focuses on enterprise AI applications, whereas SoundHound specializes in voice and conversationa ...
Biodesix Partners with Association of Pulmonary Advanced Practice Providers (APAPP) to Deliver Nation's First Medical Education for APPs on Biomarkers in Lung Nodule and Lung Cancer Programs
Globenewswire· 2025-06-10 10:17
Core Insights - Biodesix, Inc. partners with the Association of Pulmonary Advanced Practice Providers (APAPP) to enhance educational programs for lung cancer risk assessment and patient care [1][2][4] Group 1: Partnership and Educational Initiatives - The collaboration aims to provide new educational resources for lung health providers, focusing on innovative lung nodule risk assessment testing and cancer treatment decision support testing [2][3] - Programs will be introduced to educate providers in diverse care settings, including rural and metropolitan areas, to manage large and diverse patient populations [3][4] Group 2: Lung Cancer Statistics and Impact - Lung cancer is highlighted as the deadliest cancer, with nearly as many annual deaths in the U.S. as breast, prostate, and colon cancers combined [2] - Current statistics indicate that 1 in 18 Americans will receive a lung cancer diagnosis in their lifetime, emphasizing the need for earlier detection and personalized treatment options [4] Group 3: Company Profiles - Biodesix is a leading diagnostic solutions company focused on improving clinical care and outcomes for patients with lung disease through its diagnostic tests [6] - APAPP is the first association dedicated to Advanced Practice Providers in pulmonary medicine, uniting Nurse Practitioners and Physician Assistants to enhance excellence in pulmonology [5]
Coze/Dify/FastGPT/N8N :该如何选择Agent平台?
Hu Xiu· 2025-06-09 01:29
4. 幻觉问题,核心就是垂直领域的问题。 前两天我们探讨过Agent平台的技术门槛并不高,所以要做好是有几个方面的前提: 1. 流量,包括开源社区的流量; 2. 数据隐私与安全; 3. 工具生态,这里包括通用领域插件如日历查询,也包括垂直领域的差距,比如医疗体系的合理用药、语言体系的小语种翻译; FastGPT 与Dify、Coze等Agent平台已知,其主打的都是几个核心功能: 1. 可视化编排,也就是拖拽实现工作流; 2. 零代码平台,主打一个完全线上化,不需要任何开发动作; 第四点是深度使用后才会涉及的问题,一个团队选择Agent平台的时候最初考虑的还是流量、数据安全与工具生态是否健全的问题。 而Dify在开源社区这里是走得比较早的,但有红利就有竞争对手。这不FastGPT与N8N等开源Agent平台相继就出现了,我们这里也依次做下简单介绍。 3. 工具链,也就是常规的随意基座模型选择外加个必须存在的知识库。 其界面与一般的Agent平台很类似的,这其实很容易理解从人力物力角度出发,一般的Agent是做不过Coze的,好的工具Coze一定会有: 举个例子,一家公司现在有搭建一个HR应用的需求,它在Coz ...
谷歌发布Gemini2.5Pro模型,Cursor1.0正式发布
GOLDEN SUN SECURITIES· 2025-06-08 10:45
传媒 谷歌发布 Gemini 2.5 Pro 模型,Cursor 1.0 正式发布 证券研究报告 | 行业周报 gszqdatemark 2025 06 08 年 月 日 行情概览:本周(6.3-6.6)中信一级传媒板块上涨 2.52%。本周传媒板块 在游戏板块及 AI 主题带动下上涨。2025 年传媒弹性方向看好 AI 应用、IP 变 现及并购重组,AI 应用聚焦新应用的映射投资及部分较成熟应用的数据跟踪, 重点关注多模态产业方向。IP 变现聚焦有 IP 优势及全产业链潜力的公司,潮 流玩具、影视内容等方向有机会。并购重组重点关注国企方向,在国资委明 确国企市值考核的背景下,传媒国企诉求明显提升,部分国企资金优势明显。 板块观点与关注标的:1)资源整合预期:中视传媒、国新文化、广西广电、 唐德影视、吉视传媒、游族网络等;2)AI:荣信文化、奥飞娱乐、汤姆猫、 盛天网络、中文在线、易点天下、视觉中国、盛通股份、焦点科技、豆神教 育、世纪天鸿、佳发教育等;3)游戏:建议关注确定性强的神州泰岳、恺英 网络、巨人网络、吉比特,关注完美世界、ST 华通、冰川网络、华立科技;4) 国企:慈文传媒、皖新传媒、中文传媒、南 ...
腾讯研究院AI速递 20250606
腾讯研究院· 2025-06-05 15:26
生成式AI https://mp.weixin.qq.com/s/LIbp--FSjAsjpR3zc4eCHg 二、Cursor 1.0首个大版本来袭!自动捉bug,秒改屎山代码 1. Cursor 1.0整数版本正式发布,推出BugBot自动代码审查工具,可自动找出潜在bug并提 供修复建议; 2. 后台智能体功能向所有用户开放,支持Jupyter Notebook深度集成,大幅提升科研和数据 科学任务效率; 3. 新增记忆功能可记住对话关键信息,一键安装MCP服务器,并优化聊天体验支持直接渲染 Mermaid图表和Markdown表格。 https://mp.weixin.qq.com/s/4zurzWK9f5xx48GJSDvjDA 三、Luma 推 出Modify Video,原视频精髓不变角色环境任意换 一、ChatGPT更新:新增录音功能,深度研究可访问文档和应用 1. ChatGPT深度研究新增连接器功能,可访问企业和个人数据源(如Outlook、Teams、 Google Drive等); 2. 新推出录音模式,支持自动转录、提取关键点、带时间戳查询,首先向macOS的Team用 户开放; 3 ...
第一波追赶智能体风口的,又是培训?
3 6 Ke· 2025-06-05 13:01
3月,中国智能体初创公司Manus爆火,智能体(AI Agent)这个概念瞬间被推到了公众面前。 如果说AI大语言模型(LLM)是人的大脑,能存储知识和逻辑推理,但没法自己动手干活;那构建于大语言模型之上的智能体(AI Agent)则相当于一位 数字员工,能够自己执行任务,参与到日常工作的决策和执行中去。 如今互联网巨头纷纷"逐鹿"智能体,字节Coze、腾讯元器、百度文心等智能体平台开启混战,智能体正渗透至各行各业。 但目前,大多数人还只是听说过智能体,真正实际应用或从0到1开发智能体的并不多。 而企业对智能体人才却是求贤若渴。Boss直聘显示,不仅百度、字节等互联网大厂挂出了大量和智能体相关的在招岗位,就连小规模初创公司也急需智能 体开发工程师,月薪普遍都在2万元以上。 正是因为这样的供需不平衡,在智能体这条蓄势待发的赛道上,智能体就业培训师成了第一批追赶风口的人。 从"智能体来了"的课程内容可以发现,的确都包括了构建智能体的方法论、工作流结构构建、数据输入输出和插件的实战调用等方面。此外,线下课 是"项目制",以实操为主。 | Ai智能体应用开发工程师2.5个月就业班培训课纲 | | --- | | 总体 ...
Down Nearly 60%, Should You Buy the Dip on SoundHound AI?
The Motley Fool· 2025-06-05 08:35
The developer of voice recognition tools is still growing like a weed. SoundHound AI (SOUN 2.32%), a developer of artificial intelligence (AI)-powered audio recognition tools, saw its stock close at a record high of $24.23 on Dec. 26, 2024. But since then, its stock has declined nearly 60%. Its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) margins came in at negative 73% last year -- which broadly missed its original target of achieving a positive adjusted EBITDA margin b ...
抽象小视频秒变特效大片:原视频精髓不变角色环境任意换,Luma出品
量子位· 2025-06-05 08:32
AI爆改视频可以有多夸张? 这么抽象的"过家家"小船,AI直接给原地飞升为在汹涌海浪中前行的帆船。 不仅画面精细、大片视效果,还保留了原视频的动作运镜。 鹭羽 明敏 发自 凹非寺 量子位 | 公众号 QbitAI 或者是进行风格迁移,"给手部扫个X光"。 动作、位置都与原视频几乎一致。 这感觉,自己在家就能当导演手搓CG大片了。 还要什么动捕、建模、特效渲染啊,AI直接全部搞定。 △ 康伯巴奇如何"成为"史矛革巨龙 这就是AI视频模型最新玩法, Modify Video ,直译就是改造视频,由 Luma AI 推出。 它能 重新"想象" 任何视频,类似于人类拍个草稿,AI负责搞定你想要的各种后期视效。 最关键是能对角色、场景、动作进行精准控制,只编辑你想编辑的元素,不会篡改本来的人物动作。 背着孩子骑大马,现在也能秒变驯龙高手。 要知道,现在很多AI视频生成模型都被诟病不受控制,容易让生成的人物、物体动作诡异或者不符合物理规律。 △ 右边为runway效果,人物凭空产生一件夹克 一经发布,这个玩法就在推特火了。 大家在惊呼amazing同时,也自己试玩了一把,效果确实非常nice。 先看下面这个小哥,本来在停 ...