Consider Upstart Holdings ( UPST 0.45%). The AI-based lending platform was a market favorite before its business seemed to ...

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Defense Secretary Pete Hegseth outlined a vision for the U.S. government to leverage more software across its operations. So ...

The S&P 500 is up 10% year-to-date and it set another new all-time high yesterday. Much of that growth has come from the ...

Beeneet Kothari says Chinese AI stocks are more attractive as they're in infancy only. Here are names he recommends owning.

如果说欧洲软件股刚面临“寒意”，美国市场的软件巨头们已经处于严寒状态。在科技巨头承载美股再创新高的同时，软件成为科技股中表现最差的板块之一。道指成分股赛富时年内累计下跌30%，而知名“AI受害股”Adobe今年仅下跌25%，但和两年前相比已经腰斩。

A rout in shares of European companies embracing artificial intelligence deepened this week, as powerful new AI models raise ...

何宛余认为“未来五年是中国AI闯中东的黄金期”。她对经济观察报表示，首先，中东正处于数智化转型高峰，如阿联酋的愿景计划中强调AI在智慧城市和可持续发展的作用，而沙特“Vision2030”聚焦工业化。

连续四个季度盈利的业绩表现充分验证了有道在垂直领域的商业化路径已初见成效。当行业仍困于大模型投入与产出的失衡时，有道已迈向从技术领先到商业可持续的关键一步。随着AI技术和应用持续深化，其战略先发优势或将拉开更大身位 。

根据Bernstein分析师估算，英伟达2025年预计向中国销售约150万片H20芯片，产生约230亿美元收入。这意味着英伟达可能需向美国政府支付超过30亿美元。 AMD的前景目前不包括对中国的MI308出货量，但Melius ...