神译局是36氪旗下编译团队，关注科技、商业、职场、生活等领域，重点介绍国外的新技 术、新观点、新风向。 编者按：未来的赢家将是那些对用户情绪敏锐，懂得文化嵌入和行为塑造的公司。本文来自编译，希望 对您有所启发。 消费者不在乎你的模型大小，他们关心的是AI是否能帮助自己更好地度过每一天。 想想Gmail、iCalendar、WhatsApp这些日常工具，它们最初为网页设计的，后来针对移动端进行了优 化。曾经觉得很现代的东西现在也有些落伍了，这些基础应用已经僵化，而人工智能正在揭示它们有多 么脆弱。 消费级人工智能其实指的并不是聊天机器人，至少不是我们所熟知的那种，而是关乎摆脱我们多年来一 直点击的那些陈旧的按钮和下拉菜单。真正的机遇在于界面：那些不仅能响应指令，还能预判语境的工 具。这不仅仅是为了更好的用户体验，还是一种全新的交互方式。 这可能意味着一个购房管家，它不仅展示房源，还能理解你的日常通勤、遛狗习惯以及你早上喜欢的灯 光类型。这可能意味着一个私人财务系统，它能够与你伴侣的日程和现金流同步，让你们无需每天讨论 金钱也能共同规划。这可能意味着一个钢琴教练，它能在你演奏时倾听并实时调整练习计划，这样你就 终 ...

Lam Research (LRCX 0.64%) stock has made a parabolic move in the past three months, jumping an impressive 60% in this short period and outperforming the tech-laden Nasdaq Composite index's 31% returns by a huge margin. The good part is that Lam Research is trading at attractive levels despite this impressive surge.What's more, the impressive growth that Lam has been clocking in recent quarters seems sustainable thanks to the aggressive spending on semiconductor fabrication plants around the globe. Does this ...

Generally when when they are events they might be a flight to to to safer economies or to quality. And then around, you know, what interest rates are doing inflation is doing so in in environments with low interest rates. Often people are happy to take investors are happy to take more risk.What we are seeing now is and this has been the case for a couple of years now, investors are less happy internationally. However, what what what we find is our portfolio companies who enter these markets have done really ...

这款芯片利用了光的"相位"——即相位的变化——来传输信息，相比只依赖光强的传统方式，它在信号维度上实现了拓 展，从而达到前所未有的性能。 "我们是从每秒56千兆比特直接跳跃到1000千兆比特，"拉瓦尔大学博士生、该研究论文的第一作者阿利雷扎·贾拉万德 （Alireza Geravand）解释道。 但速度只是突破的一部分。真正令该芯片颠覆性的，是它仅消耗4焦耳能量便可完成这样的传输速度，相当于将1毫升水加 热1°C（1.8华氏度）所需的能量。 公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容来自 interestingengineering 。 加拿大拉瓦尔大学（Université Laval）的科学家开发出了一种微型但具有变革性的光子芯片，该芯片能以每秒1000千兆 比特（1 Tbps）的速度传输数据，同时只消耗传统系统一小部分的能量。 该研究由拉瓦尔大学的光学、光子学与激光中心（COPL）团队主导，目标是解决像ChatGPT这样的人工智能系统所带来 的高能耗问题。他们研制出了一种独特且节能的光子芯片，采用光而非电作为主要的数据传输媒介。 这款革命性芯片厚度如一根头发，却能以超高速传输海量数据，传 ...

Company Performance - Onto Innovation's stock decreased by 1.08% to $101.76, underperforming the S&P 500's loss of 0.33% on the same day [1] - Over the past month, Onto Innovation's stock has increased by 2.87%, which is lower than the Computer and Technology sector's gain of 5.24% and the S&P 500's gain of 4.07% [1] Upcoming Earnings - Onto Innovation is expected to report earnings of $1.27 per share, reflecting a year-over-year decline of 3.79% [2] - The consensus estimate for revenue is $249.75 million, which represents a 3.06% increase from the prior-year quarter [2] Full Year Projections - For the full year, earnings are projected at $5.14 per share, indicating a decline of 3.75% from the previous year, while revenue is expected to reach $994.52 million, showing a slight increase of 0.73% [3] - Recent revisions to analyst forecasts for Onto Innovation should be monitored, as they may indicate changes in short-term business dynamics [3] Valuation Metrics - Onto Innovation has a Forward P/E ratio of 20.03, which aligns with its industry's Forward P/E of 20.03 [6] - The company has a PEG ratio of 0.67, matching the average PEG ratio for the Nanotechnology industry [6] Industry Overview - The Nanotechnology industry is part of the Computer and Technology sector and holds a Zacks Industry Rank of 91, placing it in the top 37% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - CAVA is experiencing significant growth with an increasing number of restaurants, expanding service offerings, and outperforming peers in same restaurant sales growth [1] Group 1: Company Growth - CAVA's restaurant count is rapidly increasing, indicating strong expansion potential [1] - The company is diversifying its offerings by including takeout, drive-thru, and catering services [1] Group 2: Financial Health - CAVA maintains a strong balance sheet, which supports its growth strategy [1] Group 3: Market Perspective - The market appears overly focused on short-term challenges, leading to potential mispricing of fundamentally strong companies like CAVA [1] - There is an opportunity to uncover short-term mispricings to unlock long-term value in the market [1]

Key Takeaways ABBNY's Electrification segment posted $4.39B in Q1 orders, up 2% year over year on a comparable basis. Record backlog of $8.17B and 6% revenue growth support strong segment performance. Siemens' Wiring Accessories deal and robust data center demand drive growth in key markets.ABB Ltd’s (ABBNY) Electrification segment is playing an important role in driving its overall growth. Solid customer activities in major markets, including utilities and buildings, are aiding the segment’s performance. ...

Key Takeaways Fluor's $28.7B backlog is 79% reimbursable, reducing risk and fueling long-term margin growth. FLR repurchased $193M in shares in Q1-April 2025 and plans another $450M in buybacks this year. The stock trades at a discount to peers, with FY25 EPS projected to rise 8.2% despite project delays.Fluor Corporation’s (FLR) share price performance has soared in the past three months by 54.8%, significantly outperforming the Zacks Engineering - R and D Services industry, the broader Zacks Constructio ...

Key Takeaways MKL pursues strategic acquisitions to boost insurance operations and grow Markel Ventures' revenues. MKL maintains a strong capital position and robust cash reserves, ensuring financial flexibility. MKL shares have risen 26.7% in the past year compared with the industry's growth of 6.1%.Markel Group Inc. (MKL) shares are trading at a discount compared with the Zacks Diversified Operations industry. Its price-to-book ratio of 1.53X is lower than the industry average of 7.08X, the Finance sect ...

Quantum computing stocks have captured the attention of investors due to their immense potential and the considerable risks facing the emerging industry.Here’s a look at what happened this week in the quantum computing sector. ZenaTech – ZENA AI drone maker ZenaTech, Inc. ZENA announced on Thursday the successful development of its first quantum computing prototype. The quantum framework is designed to analyze and process large datasets for its AI drone solutions.Read Next: UnitedHealth Slammed With Another ...