Max Zeff, Sr. AI reporter at Techcrunch, joins for our weekly discussion of the latest tech news. We cover: 1) OpenAI introduces Sora 2 2) Will these AI video feeds catch on? 3) Is Sora 2 an important technological advance above all? 4) Why Meta is nervous about OpenAI's momentum in social 5) OpenAI employees have mixed feelings about Sora 6) Why AI video feeds may be the end of the creator economy. 7) Why they may not be 8) Meta will use AI chats to train its ad models 9) Meta's AI research moves more towa ...

Key Takeaways Tech giants want more face time with us. Literally. Apple is accelerating its focus on AI glasses, Bloomberg reports. Davide Bonaldo / SOPA Images / LightRocket via Getty Images Close Top Stories S&P 500 Hits New High as Stocks Rise for 5th Straight Day Will the Momentum in AI Stocks Be Sustained? Tesla Stock Slides Despite Upbeat Deliveries News Government Shutdown Leaves Fed Without Data At Crucial Moment Apple is accelerating its focus on the development of smart glasses as it looks to comp ...

It's time to spotlight several bullish and bearish picks. Joining us now to do that is Tony Zang, chief strategist at Options Play. Tony, thank you for being with us as always.You know, let's just kick things off right away with your first one uh with Meta. You're bullish on Meta. You know, walk us through why.Yeah, you know, this is a stock that I've been bullish on for quite some time, but over this year, the the the numbers haven't looked so good, but recently, you know, we're trading at around 24 times ...

And folks, we have breaking news on Tesla, too. Jenny Horn, host of NextGen Investing is with us. And we're seeing Tesla with an up arrow.>> We are. So, I mean, Tesla coming in with with its delivery numbers, Nicole, and they were far better than had been expected. So, right now, we're seeing deliveries that that just totaled roughly 49,000.That was 497,000, excuse me. That was better better far better than what had been expected by the street. I saw consensus at around 447,000 but 497,000 would mark about ...

Core Insights - David Tepper has a net worth of $23.7 billion, significantly attributed to his investments in high-potential sectors, particularly artificial intelligence (AI) [1] - Tepper's Appaloosa Management has approximately $2.7 billion invested in seven AI stocks out of a total portfolio of $6.45 billion, indicating a strong focus on this sector [1] Group 1: Top AI Holdings - Tepper's largest holding is Alibaba Group Holding (NYSE: BABA), with over 7 million shares valued at $801.5 million, and the company plans to invest over $50 billion in AI infrastructure over the next three years [3] - Amazon (NASDAQ: AMZN) is the third-largest holding, with a position valued at approximately $592 million [4] - Meta Platforms (NASDAQ: META) holds a significant position as well, with 400,000 shares worth about $295 million [4] - Tepper increased his stake in Nvidia (NASDAQ: NVDA) by 483% in Q2, with a position valued at $276.5 million [5] - Alphabet (NASDAQ: GOOG) is the eighth-largest holding, with a $266 million stake despite a 25% reduction in position [6] - Microsoft (NASDAQ: MSFT) and Taiwan Semiconductor Manufacturing (NYSE: TSM) complete the list, with positions valued at nearly $249 million and $232 million, respectively [7] Group 2: Analyst Sentiment - While Tepper favors Alibaba as his top AI stock, Wall Street analysts are less optimistic, with a consensus 12-month price target slightly above the current share price despite 38 out of 43 analysts rating it as a "buy" or "strong buy" [8] - One of Tepper's other AI stocks has a strong analyst backing, with 57 out of 58 Wall Street analysts rating it as a "buy" or "strong buy" [9]

Group 1 - The article does not provide any specific content related to a company or industry [1]

I'm here at Meta's headquarters in Silicon Valley, California with their new lineup of smart glasses or AI glasses as they call them. These are the new Oakley Vanguard, their first sportcent ccentric smart glasses. You have the camera in the middle uh which gives you a much better field of view for capture. You have improved features for recording like a slow motion mode in a time-lapse mode, better battery life.But the star of the show are actually these. These are the new display glasses from Meta, the Me ...

Core Insights - Meta introduced several new smart glasses at its annual developer conference, which have unexpectedly become a success for the company [1] Company Developments - The new smart glasses were showcased during the annual developer conference, indicating a strategic focus on wearable technology [1] - The positive reception of the smart glasses suggests a potential shift in consumer interest towards augmented reality products [1] Industry Trends - The success of Meta's smart glasses may signal a growing trend in the wearable technology market, particularly in augmented reality [1] - This development could influence competitors to enhance their own offerings in the smart glasses segment [1]

Company Overview - London-based smartphone maker Nothing raised $200 million from investors led by Tiger Global at a valuation of $1.3 billion, aiming to integrate artificial intelligence into its products [1][2] - Founded in 2020 by Swedish tech entrepreneur Carl Pei after leaving OnePlus, Nothing launched its first smartphone in 2022 and has since introduced earbuds, shipping millions of devices and surpassing $1 billion in total sales [2][3] Product and Market Strategy - The company is starting with smartphones, audio products, and smartwatches, with plans to expand its operating system into smart glasses, humanoid robots, electric vehicles, and other future technologies [3] - The global smartphone market is currently dominated by major players like Apple and Samsung, with few European companies like Fairphone and HMD Global attempting to compete [1]

We're also working together to create a device that understands context and supports you seamlessly in the background, enhancing your everyday life. We can't wait to share more exciting news with you as our journey continues. So stay tuned. ...