Core Insights - AI stocks have rebounded in May after a decline in April, with companies like Nvidia nearing all-time highs and Palantir setting a new record [1][2] Group 1: AI Market Overview - Investors are shifting focus back to the AI boom, with major tech firms investing tens of billions into new data centers for AI programs [2] - Despite the recovery, some AI stocks remain undervalued, presenting potential buying opportunities [2] Group 2: Amplitude - Amplitude, a software-as-a-service company specializing in product analytics, has seen a slowdown after its pandemic-driven growth [4] - The company has enhanced its platform to include tools for customer insights, such as guides, surveys, and session replay features [5] - On June 10, Amplitude will launch AI agents to provide insights and suggest improvements for customers, potentially increasing its market share against competitors like Google Analytics and Adobe Analytics [6][7] - Amplitude's market cap is currently $1.6 billion, and the stock is down 85% from its all-time high [7] Group 3: Upstart - Upstart, which experienced a surge in 2021, faced challenges due to rising interest rates and recession fears, impacting its credit platform [8] - The company's latest AI model, Model 18, enhances credit risk assessment, resulting in fewer defaults and higher approval rates [9] - Financial results show a 67% revenue increase to $213 million in Q1, with adjusted EBITDA of $42.6 million, a significant improvement from a loss a year ago [10] - Upstart is expanding into the auto and home loan markets, with auto loan origination growing fivefold and home loan originations increasing sixfold year-over-year [11] - The stock is down 44% from its 52-week high and 87% from its all-time peak, but AI-driven improvements suggest it may be a smart investment [12]

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（原标题：Google Marketing Live 大会：AI 驱动广告解决方案重塑营销未来） 针对广告主，Google 推出智能体 AI 体验，在 Google Ads 和 Google Analytics 中新增智能体功能，助力 广告主轻松设置广告系列。此外，专为营销人员打造的 Chrome 浏览器 AI 智能体 —— 营销顾问 （Marketing Advisor），可跨平台管理营销任务。 在广告系列优化方面，消费者决策路径愈发复杂，Google 推出搜索广告系列的 AI Max，并带来十年内 最大竞价功能更新 ——Smart Bidding Exploration。该功能基于现有 Smart Bidding，借助 AI 和灵活的广 告支出回报率（ROAS）目标，挖掘高转化搜索，助力广告主在用户信息探索阶段实现更多触达。 此次 Google Marketing Live 大会发布的 AI 驱动广告解决方案，为营销行业注入新动能，有望引领广告 行业进入更智能、高效的全新发展阶段。 在一年一度的营销行业盛会 Google Marketing Live 大会上，Google 重磅展示下一代 AI 驱动的广告 ...