Group 1: AI Market Overview - The AI landscape is dominated by companies involved in infrastructure, software, and consumer applications, indicating that AI is a permanent fixture in the business world [1] - Investments in AI infrastructure are rapidly increasing, with expectations that AI will significantly impact global jobs and generate trillions in economic growth [2] Group 2: Investment Opportunities - Price declines in leading AI companies should be viewed as buying opportunities for long-term investors [3] Group 3: Company-Specific Insights - **Palantir Technologies**: Specializes in custom AI software for government and corporate clients, with revenue growth accelerating since the launch of its AI Platform. Currently has 622 commercial customers out of over 20,000 potential large companies in the U.S. [5][6] - **Arm Holdings**: Designs chip architectures and earns revenue from licensing. Has shipped over 310 billion Arm-based chips and is expected to grow earnings by 22% annually, but has a high P/E ratio of 85 [7][9] - **Apple**: Has a vast AI opportunity with over 2.3 billion active users but is currently facing challenges with its AI initiatives. Expected to achieve double-digit earnings growth, but should be bought at a lower valuation than its current P/E of 30 [10][11] - **Meta Platforms**: Utilizing AI to enhance its advertising business and has developed the Llama AI model. Anticipates mid-teens annualized earnings growth, making it a strong buy on pullbacks [12][13] - **Broadcom**: Experiencing growth from AI networking chips, with a 46% year-over-year revenue increase in AI-related semiconductors. Expected to grow earnings by 25% annually and has a strong dividend history [14][15]

Best AI voice mode in the world is @Grokswyx (@swyx):lowkey the best thing about @xai is the Voice Mode.I got SuperGrok just to test out Grok 4 and do KaraokeBench on Grok 4’s Eve Voice (the one that does opera)but actually I’m going to keep SuperGrok around because its actually just a much much better voice mode than https://t.co/9VOPjQmRfa ...

Try @Grok 4, especially our awesome new voice mode! https://t.co/3M9k0jUmSv ...

Meta has completed a deal to acquire PlayAI, a small artificial intelligence startup focused on voice technology https://t.co/BXZ7zkspsB ...

Core Insights - AI is accelerating its implementation across various industries, including the recruitment sector, significantly enhancing candidate screening and client acquisition efficiency [2][5]. Candidate Matching Efficiency - The introduction of AI technology has transformed the candidate tracking process from manual to automated, allowing recruiters to instantly access candidate histories and match new applicants without manual input [3][4]. - The new Candidate Tracking System (CTS) at the company enables real-time updates on candidate activity and generates customized recommendation reports based on job descriptions and candidate profiles [3][4]. Client Acquisition Efficiency - The integration of AI into the company's CRM system has drastically improved client acquisition efficiency, allowing for real-time data retrieval and analysis of job postings across various platforms [5][6]. - The CRM system can now automatically monitor client recruitment needs and send notifications, turning passive client engagement into proactive outreach [6][7]. Technological Advancements - The company is testing an Agent prototype system aimed at enhancing frontline business efficiency rather than merely serving management reporting needs [8]. - Significant improvements have been made in the MatchSystem and CRE model, with the accuracy of job matching increasing by 60% due to the latest updates [8][9]. Future Developments - The company plans to continue advancing Agent technology and reasoning-based embedding models to address complex recruitment tasks, moving beyond traditional semantic embedding [9]. - The ongoing development of the CRE T1 model aims to create a reasoning embedding model that can handle structured reasoning challenges in recruitment scenarios [9].

Try voice command “Keep Summer Safe” 😀 ...

Core Viewpoint - SoundHound AI's stock experienced a pullback, falling 4.7% in a single trading session, despite a significant increase in share price over the past week and three months [1][2]. Stock Performance - The stock is up approximately 9% over the last week and has increased roughly 39% over the last three months [2]. - Over the past year, the stock has shown high volatility, with a total increase of about 197%, but is still down approximately 49% from its peak during this period [4]. Financial Performance - In the first quarter of the current fiscal year, revenue increased by 151% year over year, reaching $29.1 million, marking a significant improvement from the previous year's 73% growth [5]. - The company has a market capitalization of roughly $4.9 billion and is valued at approximately 31 times this year's expected sales [6]. Investment Considerations - For investors with a high risk tolerance, SoundHound AI may still represent a worthwhile investment opportunity due to its impressive sales momentum, although its current valuation reflects strong anticipated growth [7]. - A dollar-cost-averaging strategy is suggested for those looking to invest in SoundHound AI stock, rather than making a single large purchase at current prices [7].

Key Takeaways NVDA's market cap neared $4T as it posted 69% sales growth and strong demand for its Blackwell chips. SOUN shares jumped 211.6% on rising demand for voice AI in sectors like restaurants and customer service. SOUN posted Q1 revenues of $29.1M with 151% growth, but losses hit $188M over the past year.With the progress of artificial intelligence (AI), NVIDIA Corporation (NVDA) has experienced rapid business growth. However, SoundHound AI, Inc. (SOUN) , a provider of voice AI platforms, saw its ...

Why did SoundHound AI stock drop today? Get the details behind the latest price swing.Shares of SoundHound AI (SOUN -4.69%) cooled down on Thursday, ending a string of positive price moves. The stock surged 16.3% higher from the long weekend to Wednesday evening, but gave back as much as 8.1% of those gains today. At 2:50 p.m. ET, SoundHound AI's shares are down by 5.2%.When someone else's party sends your stock soaringThis week's surge was based on a broader wave of interest in a certain type of artificial ...

RT Ebby Amir (@ebbyamir)We have some epic updates to voice mode ...