The future of Tesla (TSLA 1.15%) appears very bright. Some experts believe the company's new robotaxi service could add more than $1 trillion in value by the end of 2026. But there's one challenge few investors are paying attention to. This challenge could swiftly eliminate one of Tesla's most profitable revenue sources.Expect Tesla to lose part of this $2.76 billion revenue sourceIn recent years, nearly every electric car stock has benefited from automotive regulatory credits. These credits are earned unde ...

作者 | qian 编辑 | 自动驾驶之心 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 本文只做学术分享，如有侵权，联系删文 视觉大语言模型 综述汇总 基础理论 原文链接： https://zhuanlan.zhihu.com/p/1922228114404143784 预训练 智能交通和自动驾驶中的 LLM：https://github.com/ge25nab/Awesome-VLM-AD-ITS AIGC 和 LLM：https://github.com/coderonion/awesome-llm-and-aigc 视觉语言模型综述：https://github.com/jingyi0000/VLM_survey 用于 CLIP 等视觉语言模型的出色提示 / 适配器学习方法：https://github.com/zhengli97/Awesome-Prompt- Adapter-Learning-for-VLMs LLM/VLM 推理论文列表，并附有代码：https://github.com/D ...

that it represents as well. Nvidia, by the way, hit another record this morning. That is the stock.Also this morning, CNBC reporting that Goldman Sachs is piloting an autonomous coder. This is potentially a major step in AI's evolution at least for Wall Street. You sun broke that story.He joins us now to discuss it. So tell us what this is. First of all, Hugh, and how it's going to be used at the bank.>> Hey, David. Yeah. So I mean, I think the headline here is we're in the middle of this grand experiment i ...

Core Insights - BigBear.ai Holdings, Inc. (BBAI) has experienced a significant stock surge of nearly 86% over the past month, outperforming the broader market and tech peers [1][8] - Despite this rally, BBAI's stock is still trading at a 31% discount from its 52-week high of $10.36, while showing a 514% premium to its 52-week low [2] Financial Performance - In Q1 2025, BigBear.ai reported a 5% year-over-year revenue growth to $34.8 million, driven by projects with the Department of Homeland Security and digital identity initiatives [5] - The company's backlog increased by 30% year-over-year to $385 million, indicating strong future demand in national security, defense, and global infrastructure sectors [5][8] - BigBear.ai ended Q1 with $107.6 million in cash, significantly up from $50.1 million at the end of 2024, providing more flexibility for investments [15] Strategic Initiatives - Under new CEO Kevin McAleenan, BigBear.ai is focusing on mission-critical applications, including AI in defense and homeland security [6][7] - The company secured a key contract for the Department of Defense's Joint Staff J35 Orion AI platform, enhancing its position in national security applications [7] - BigBear.ai is also involved in Project Linchpin, a U.S. Army initiative for AI-driven drone operations, showcasing its commitment to defense technology [7] Partnerships and Market Position - BigBear.ai has formed strategic partnerships both domestically and internationally, including collaborations with Easy Lease and Vigilix in the UAE, and Analogic for airport security enhancements [10][11] - High-profile partnerships with Amazon, Palantir, and Autodesk further validate BigBear.ai's AI solutions and expand its market credibility [11] Valuation Metrics - Despite the stock surge, BigBear.ai's forward 12-month Price/Sales ratio of 11.66 remains below the industry average of 19.3, suggesting it is relatively undervalued [12] - The company's historical P/S range indicates that current levels are not overstretched, especially given the rising importance of AI in defense [12] Earnings Outlook - BigBear.ai is expected to post a loss of 41 cents per share in 2025, an improvement from last year's loss of $1.10, with estimates for 2026 slightly adjusted to a projected loss of 21 cents per share [16][17] - Adjusted EBITDA remains negative at $7 million in Q1, but the reaffirmation of revenue guidance for 2025 ($160 million to $180 million) reflects confidence in future execution [16]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1][2] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point, as stocks can lose momentum when their valuations exceed future growth potential [2] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, which can be identified using the Zacks Momentum Style Score [3] Group 2: Strattec Security (STRT) Analysis - Strattec Security (STRT) has shown a four-week price change of 9.1%, indicating growing investor interest [4] - Over the past 12 weeks, STRT's stock has gained 85.8%, demonstrating its ability to deliver positive returns over a longer timeframe [5] - STRT has a beta of 1.39, suggesting it moves 39% more than the market in either direction, indicating fast-paced momentum [5] - STRT has a Momentum Score of B, suggesting it is an opportune time to invest in the stock [6] - The stock has a Zacks Rank 1 (Strong Buy) due to upward revisions in earnings estimates, which attract more investors [7] - STRT is trading at a Price-to-Sales ratio of 0.49, indicating it is reasonably valued at 49 cents for each dollar of sales [7] Group 3: Additional Investment Opportunities - Besides STRT, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [8] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles to identify potential winning stocks [9]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than the traditional "buying low and selling high" approach, aiming for quicker profits [1] Group 1: Momentum Investing Characteristics - Fast-moving trending stocks can be difficult to enter at the right time, as they may lose momentum if future growth does not justify their high valuations [2] - Investing in bargain stocks that have recently shown price momentum can be a safer strategy, utilizing tools like the Zacks Momentum Style Score to identify potential opportunities [3] Group 2: Stoneridge (SRI) Analysis - Stoneridge (SRI) has shown significant price momentum with a four-week price change of 26.4%, indicating growing investor interest [4] - Over the past 12 weeks, SRI's stock has gained 102.7%, with a beta of 1.42, suggesting it moves 42% more than the market [5] - SRI has a Momentum Score of B, indicating a favorable time to invest based on momentum [6] Group 3: Earnings Estimates and Valuation - An upward trend in earnings estimate revisions has contributed to SRI earning a Zacks Rank 2 (Buy), which is associated with strong momentum effects [7] - SRI is trading at a Price-to-Sales ratio of 0.24, indicating it is relatively cheap, as investors pay only 24 cents for each dollar of sales [7] Group 4: Additional Opportunities - Besides SRI, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, suggesting further investment opportunities [8] - Various Zacks Premium Screens are available to help identify winning stock picks based on different investing styles [9]

Core Insights - Zevra Therapeutics, Inc. announced presentations on MIPLYFFA (arimoclomol) at the NNPDF Conference, highlighting its role as the first FDA-approved treatment for Niemann-Pick disease type C (NPC) [1][2] - MIPLYFFA is indicated for use in combination with miglustat for treating neurological manifestations of NPC in patients aged 2 years and older [7][6] Presentation and Research Findings - Dr. Barbara K. Burton presented an overview of MIPLYFFA, emphasizing its unique mechanism that improves lysosomal function and halts disease progression at 12 months in a pivotal study [2][3] - The pivotal trial demonstrated that arimoclomol combined with miglustat halted disease progression compared to placebo, confirmed by a 48-month open-label extension study [4][6] - Two posters were presented: one detailing long-term effectiveness and safety of arimoclomol, and another providing mechanistic evidence of arimoclomol's action through the CLEAR network [4][5] Drug Mechanism and Clinical Significance - MIPLYFFA enhances the activation of transcription factors TFEB and TFE3, leading to the upregulation of CLEAR genes and improved lysosomal function [6][17] - The drug has shown to reduce unesterified cholesterol in NPC fibroblasts, although the clinical significance of this finding remains to be fully understood [6] Company Overview - Zevra Therapeutics focuses on developing therapies for rare diseases with limited treatment options, aiming to create transformational therapies through data-driven strategies [18]

点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 这几天刚和团队小伙伴沟通完后期工作建设，探讨究竟要做一个什么样的自动驾驶社区？其中一个答案比 较符合我们的思路，那就是一个能够凝聚行业人群、遇到问题能够快速响应、影响到整个行业的地方。 我们目标是未来3年内打造一个万人聚集的智能驾驶&具身智能社区，这里也非常欢迎优秀的同学加入我们 （目前已经有华为天才少年、自驾领域研究前沿的多为大佬加入）。我们和多家业内公司搭建了学术 + 产 品+ 招聘完整的桥梁和链路，同时内部在教研板块也基本形成了闭环（课程 + 硬件+问答）。社区里面既能 看到最新的行业技术动态、技术分享，也有非常多的技术讨论、入门问答，以及必不可少的行业动态及求 职分享。具身智能这么火，要不要考虑转行？自动驾驶技术的未来发展趋势如何？大模型如何预自动驾驶 &具身智能结合？这些都是我们持续关注的 星球核心目录如下： 自动驾驶视频课程及硬件、代码实战 链接：https://t.zsxq.com/9GkD5 0 内部会员独享福利视频教程（免费）：涵盖超千元的自动驾驶技术论文解读 1 自动驾驶之心原创直播课程： ...

Core Insights - Inspiration Energy Corp. has reported promising results from its Atomic Mineral Resonance Tomography (AMRT) remote sensing survey at the Rottenstone North Gold Project, revealing multiple high-priority drill targets [1][2][4] - The identified targets are located near the boundary of the property held by Ramp Metals Inc., which is adjacent to Ramp's 'Rush' copper/gold sulphide discovery, indicating strong potential for further exploration [1][4] - The company is planning an upcoming drilling program to test these high-priority targets, leveraging the current favorable market conditions with junior markets and copper prices at all-time highs [4] Company Overview - Inspiration Energy Corp. is a Canadian mineral exploration company focused on acquiring, developing, and exploring high-potential resource assets, with its flagship asset being the Rottenstone North Gold Project [7] - The Rottenstone North Gold Project is located approximately 115 kilometers north of La Ronge, Saskatchewan, covering an area of 4,512 hectares and situated in a geologically active region [7] - The company employs a combination of conventional and proprietary technologies, including the AMRT system, to efficiently define drill targets and drive future discoveries [7]

Core Viewpoint - Aker Solutions reported strong financial performance in Q2 and H1 2025, with expectations for full-year revenues to exceed NOK 55 billion and EBITDA margins between 7.0% and 7.5% excluding net income from OneSubsea [1][9]. Financial Highlights - Q2 2025 revenue increased to NOK 15.2 billion from NOK 12.8 billion year-over-year [4]. - EBITDA for Q2 2025, excluding special items, rose to NOK 1.3 billion compared to NOK 1.2 billion a year ago, with an underlying EBITDA margin of 8.3% [4]. - For H1 2025, total revenue reached NOK 29.5 billion, with EBITDA of NOK 2.5 billion and an EBITDA margin of 8.4% [7]. Segment Performance - In the Life Cycle segment, revenues grew by 30% year-over-year, with improved margins [5]. - The Renewables and Field Development segment faced challenges due to legacy lump-sum projects affecting margins, with ongoing commercial discussions with clients and subcontractors [5]. Key Developments - Significant milestones were achieved, including the delivery and installation of the Valhall PWP substructure for Aker BP and the first capture of CO2 at Heidelberg's cement plant in Brevik [6]. - Order intake for Q2 was NOK 10.9 billion, driven by contract extensions and new awards, with a secured backlog of NOK 68.0 billion at the end of the quarter [7][8]. Cash Position and Dividends - The net cash position at the end of Q2 was NOK 2.1 billion, following a dividend payment of NOK 1.6 billion based on 2024 results [8]. - Aker Solutions received NOK 145 million in dividends from its 20% stake in OneSubsea, aligning with OneSubsea's target to distribute USD 250 million to shareholders in 2025 [8]. Outlook - The company anticipates full-year revenue for 2025 to exceed NOK 55 billion, with an expected underlying EBITDA margin between 7.0% and 7.5% excluding net income from OneSubsea [9].