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The economy and the stock market experience ups and downs over time. Being a long-term investor allows you to see the forest for the trees and base your investments on big-picture trends that could dictate which stocks perform the best over time. Over the past decade, cloud computing, e-commerce, and digital advertising have been prominent growth stories. While those still have more upside, emergi...
The economy and the stock market experience ups and downs over time. Being a long-term investor allows you to see the forest for the trees and base your investments on big-picture trends that could dictate which stocks perform the best over time. Over the past decade, cloud computing, e-commerce, and digital advertising have been prominent growth stories. While those still have more upside, emerging industries like artificial intelligence (AI) are already paving the path to the future. The brilliant companies leading these industries have already enriched shareholders and have the fundamentals and growth prospects to continue winning for the foreseeable future. Consider buying these three top-notch growth stocks today and holding them long-term. 1. Nvidia AI chip company Nvidia (NASDAQ: NVDA) is the poster child of the AI craze that has swept the market since early 2023. The company built its business on graphics processing units (GPUs), and their strong computing power and task-specific functionality made them such a good fit for training AI models in data centers that Nvidia essentially took almost the entire market. Cloud computing companies have spent billions of dollars on Nvidia's H100 chips to amass the computing power needed to run AI applications through the cloud. That launched Nvidia into hyper-growth mode, and its next-generation chips are poised to be just as successful. The reality is that AI requires immense computing resources, and the need grows as models become more advanced and more companies want to deploy AI applications. You can see that Nvidia's business remains on an upward trajectory, with analysts estimating that it will generate nearly $200 billion in revenue next fiscal year: Analysts estimate Nvidia will grow earnings by an average of 20% annually over the next three to five years. The stock trades at a forward price-to-earnings (P/E) ratio of 47, a reasonable valuation for arguably the most important company in the still-nascent AI indu...
議員倡設誘因鼓勵生育補充勞動力 孫玉菡:已引入逾26萬人才、扭轉勞動人口跌勢 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】立法會辯論關於人口政策的無約束力議案,議員建議提供政策誘因以鼓勵生育,為未來補充人口及勞...
議員倡設誘因鼓勵生育補充勞動力 孫玉菡:已引入逾26萬人才、扭轉勞動人口跌勢 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】立法會辯論關於人口政策的無約束力議案,議員建議提供政策誘因以鼓勵生育,為未來補充人口及勞動力。政府表示已經制定不同措施應對人口高齡化。 港島西(新民黨)陳家珮:「其實很多夫婦都考慮過生育,不過因為多種原因,例如無論是經濟壓力、工作環境、醫療限制等實際限制而卻步。」選委會界別(經民聯)梁美芬:「人口下降最主要其中一樣原因意識形態,年輕人不肯生育小孩,要解決這樣,才可以有自然人口增加。」 勞工及福利局局長孫玉菡:「截至今年一月底,相關入境計劃已成功吸引超過26萬世界各地不同界別人才來香港工作和發展,當中大部分處於職涯上的黃金年齡。這些生力軍扭轉了本地勞動人口在疫情期間的跌勢,有助進一步豐富人才庫,提升香港整體競爭力。」
Shares of Super Micro Computer (NASDAQ: SMCI) were moving higher today after the company delivered strong fiscal second-quarter results and impressed the market with its guidance. Supermicro had already reported preliminary results, so the second-quarter numbers weren't a surprise, but the guidance made it clear that the company's rapid growth from the artificial intelligence (AI) boom will contin...
Shares of Super Micro Computer (NASDAQ: SMCI) were moving higher today after the company delivered strong fiscal second-quarter results and impressed the market with its guidance. Supermicro had already reported preliminary results, so the second-quarter numbers weren't a surprise, but the guidance made it clear that the company's rapid growth from the artificial intelligence (AI) boom will continue for the rest of the year. As of 1:21 p.m. ET, the stock was up 3.1% after trading up as much as 11.9% earlier in the session. Supermicro impresses again Supermicro has been one of the best-performing stocks on the market since the start of 2023. The maker of high-density servers and storage equipment has emerged as a beneficiary of the AI boom as training AI models requires fast response times and handling large volumes of data, something its hardware excels at. Supermicro said revenue jumped 103% in the quarter to $3.66 billion, well ahead of the earlier analyst consensus at $3.06 billion and the company's original guidance of $2.7 billion to $2.9 billion. Gross margin fell from 18.7% to 15.4%, but adjusted earnings per share still soared from $3.43 to $5.59, topping estimates at $4.93. CEO Charles Liang said, "While we continue to win new partners, our current end customers continue to demand more [of] Supermicro's optimized AI computer platforms and rack-scale Total IT Solutions." Momentum is building Supermicro lifted its guidance aggressively for the current quarter and full year. For the third quarter, the company expects revenue of $3.7 billion to $4.1 billion, and adjusted earnings per share of $5.20 to $6.01, up from $1.63 in the quarter a year ago. For the full year, the company raised its revenue guidance from $10 billion-$11 billion to $14.3 billion-$14.7 billion, implying revenue will jump 104% for the full year. Based on those numbers, Supermicro stock looks affordable at a forward P/E ratio of less than 30, though investors seem to believe this boom will b...
生產力局首辦AI方案展覽 涵蓋營運管理、校務教學等場景 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】生產力局首次舉辦AI人工智能方案展覽。 創新科技及工業局局長孫東出席展覽開幕禮,展覽一連3日舉行,展示近百項可...
生產力局首辦AI方案展覽 涵蓋營運管理、校務教學等場景 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】生產力局首次舉辦AI人工智能方案展覽。 創新科技及工業局局長孫東出席展覽開幕禮,展覽一連3日舉行,展示近百項可即時部署的AI解決方案,涵蓋營運管理、校務教學、客戶互動、樓宇維護等場景。孫東說香港有國際化人才以及開放市場環境是推動AI產業化最佳土壤。 生產力局調查發現,中小企應用AI比例只有48%,遠低於大型企業的八成,希望新發布的AI平台「HKPC天工開物」可支援中小企加快引入AI應用。 生產力局首席數碼總監黎少斌:「模組化設計當中有預先驗證解決方案,有很多大模型,很快訓練新應用,亦有常用如視覺檢測、自然語言處理等功能,已集合當中。曾嘗試客戶提出要求,最快半日可以提供原型。」
「新國補」實施首月 1613萬人次受惠 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】2026年消費品以舊換新政策全面落地,「新國補」實施首月已有1,613萬人次受惠。 隨著消費品以舊換新政策「加碼」,今年1月汽...
「新國補」實施首月 1613萬人次受惠 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】2026年消費品以舊換新政策全面落地,「新國補」實施首月已有1,613萬人次受惠。 隨著消費品以舊換新政策「加碼」,今年1月汽車、家電、數碼和智能產品銷售額達925.6億元人民幣。根據商務部的數據,1月份門店客流有明顯增長,家電以舊換新以及數碼和智能產品購新銷售接近8成,較去年同期增長約20%,當中綠色、節能家電、環保新能源汽車等訂單量都有顯著增長。
國台辦:台灣問題是中國核心利益中的核心 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】國台辦指國家主席習近平與美國總統特朗普通電話,闡明了中方在台灣問題的嚴正立場,敦促美方慎重處理台灣問題。 國台辦發言人陳斌華:...
國台辦:台灣問題是中國核心利益中的核心 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】國台辦指國家主席習近平與美國總統特朗普通電話,闡明了中方在台灣問題的嚴正立場,敦促美方慎重處理台灣問題。 國台辦發言人陳斌華:「台灣是中國的領土,台灣問題是中國核心利益中的核心,是中美關係第一條不可逾越的紅線,民進黨當局一再企圖『倚外謀獨』、『以武謀獨』,導致台海局勢緊張動蕩。美方應恪守一個中國原則和中美三個聯合公報,慎之又慎處理台灣問題。」
Earnings Call Insights: The Timken Company (TKR) Q4 2025 Management View CEO Lucian Boldea emphasized a strong finish to a challenging year, highlighting adjusted earnings per share of $1.14 in Q4 and total sales growth of 3.5% over the prior year. Boldea noted, "We increased free cash flow to $141 million, enabling us to return $36 million of cash to shareholders and reduce debt by more than $100...
Earnings Call Insights: The Timken Company (TKR) Q4 2025 Management View CEO Lucian Boldea emphasized a strong finish to a challenging year, highlighting adjusted earnings per share of $1.14 in Q4 and total sales growth of 3.5% over the prior year. Boldea noted, "We increased free cash flow to $141 million, enabling us to return $36 million of cash to shareholders and reduce debt by more than $100 million during the fourth quarter." He outlined expectations for 2026, including organic revenue growth, strong free cash flow, and higher margins, driven by order activity and a stronger backlog. Boldea announced the extension of the company's 80/20 discipline across the entire enterprise, stating, "Over time, we expect to exit underperforming businesses and prioritize our focus and resources on actions that will have the greatest impact to company margins and growth." New strategic leadership roles were introduced, including Chief Technology Officer, Vice President of Marketing, and Regional President, which Boldea described as moves to "fuel innovation, strengthen commercial execution and position us to capture greater share in key market verticals and regions." CFO Michael Discenza reported, "Overall, total revenue for the quarter was $1.11 billion, which is up 3.5% from last year. Adjusted EBITDA margins came in at 16% and adjusted earnings per share for the quarter was $1.14." Discenza detailed that "operating cash flow of $183 million" and "free cash flow was $141 million, up from last year," and that the company ended the quarter with net leverage at 2x. Outlook The company expects full year 2026 revenue to increase 2% to 4% and forecasts adjusted earnings per share in the range of $5.50 to $6, an 8% increase at the midpoint versus 2025. Currency is projected to contribute around 1% to revenue, and free cash flow is targeted at $350 million for the year. Management expects incremental benefits from organic sales, currency, and tariffs, with Discenza explaining, "We...
Earnings Call Insights: Boston Scientific (BSX) Q4 2025 Management View Michael Mahoney, Chairman, President & CEO, stated, "In 2025, we achieved over $20 billion in sales and for the second year in a row, delivered mid-teens growth, surpassing our financial goals that we set at the beginning of the year." He highlighted 14% operational sales growth and 13% organic sales growth in Q4, reaching the...
Earnings Call Insights: Boston Scientific (BSX) Q4 2025 Management View Michael Mahoney, Chairman, President & CEO, stated, "In 2025, we achieved over $20 billion in sales and for the second year in a row, delivered mid-teens growth, surpassing our financial goals that we set at the beginning of the year." He highlighted 14% operational sales growth and 13% organic sales growth in Q4, reaching the high end of the guidance range. Mahoney attributed this to continued strength in electrophysiology (EP), WATCHMAN, Interventional Oncology (IO), Endoscopy (endo) and Interventional Cardiology Therapies (ICTx). Mahoney announced, "Our Q4 adjusted EPS of $0.80 grew 15%, exceeding the high end of our guidance range of $0.77 to $0.79. Full year adjusted EPS of $3.06 grew 22%, also exceeding the high end of our guidance range of $3.02 to $3.04." He highlighted full year adjusted operating margins expansion by 100 basis points to 28%. Mahoney provided 2026 guidance: "We expect our differentiated financial performance to continue and are guiding to organic growth of 8.5% to 10% for Q1 and 10% to 11% for the full year. Our Q1 adjusted EPS guidance is $0.78 to $0.80 and our full year adjusted EPS guidance is $3.43 to $3.49, representing leveraged double-digit EPS growth of 12% to 14%." Jonathan Monson, Executive VP & CFO, stated, "Fourth quarter consolidated revenue of $5.286 billion represents 15.9% reported growth versus fourth quarter 2024 and includes a 160 basis point tailwind from foreign exchange, which was in line with our expectations." Monson added, "Q4 2025 adjusted earnings per share of $0.80 grew 15% versus 2024, exceeding the high end of our guidance range of $0.77 to $0.79. Outperformance was driven primarily by our favorable adjusted tax rate in the quarter." Outlook Boston Scientific expects first quarter 2026 reported revenue growth to be in a range of 10.5% to 12% versus first quarter 2025. Excluding foreign exchange, operational and organic revenue growth for Q1...
地盤吸煙僱主、分判商罰款被指過高 勞工處:上限40萬、法庭將按具體情況判決 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】政府計劃地盤實施全面禁煙,有意見指對於僱主及分判商的罰款過高,勞工處處長許澤森指40萬元是...
地盤吸煙僱主、分判商罰款被指過高 勞工處:上限40萬、法庭將按具體情況判決 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】政府計劃地盤實施全面禁煙,有意見指對於僱主及分判商的罰款過高,勞工處處長許澤森指40萬元是最高罰款,法庭會因應具體情況判決。 勞工處處長許澤森:「40萬元是合適的水平,因為這個40萬元,與我早前提及過的情況相近,是一個可以判處高罰款的上限。當然具體情況,要待法庭看事情的嚴重性,這與吸煙的行為有區別,因為只是吸煙與否是一個很簡單的事實,但對一個地盤的管理有沒有盡充分的責任、採取合適的手段管理地盤內的吸煙問題,是一個程度的問題,所以要有一個適當的寬度,讓法庭因應具體情況處理。」
NEW YORK, Feb. 4, 2026 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers or acquirers of senior notes by Oracle Corporation (NYSE: ORCL) issued pursuant and/or traceable to the Shelf Registration Statement filed with the SEC on March 15, 2024, and as supplemented on September 25, 2025 (together, the "Offering Documents"), of the New York State class action ...
NEW YORK, Feb. 4, 2026 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers or acquirers of senior notes by Oracle Corporation (NYSE: ORCL) issued pursuant and/or traceable to the Shelf Registration Statement filed with the SEC on March 15, 2024, and as supplemented on September 25, 2025 (together, the "Offering Documents"), of the New York State class action lawsuit filed on their behalf. So What: If you purchased or acquired Oracle senior notes you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. What to do next: To join the Oracle class action, go to https://rosenlegal.com/submit-form/?case_id=51135 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs...
宏福苑大火|有居民冀政府辦大會聆聽訴求 期間保安一度阻止旁聽人士受訪 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】有宏福苑居民旁聽會議,了解獨立委員會工作進度,又有居民期望政府舉辦一場居民大會,讓他們提出訴求,...
宏福苑大火|有居民冀政府辦大會聆聽訴求 期間保安一度阻止旁聽人士受訪 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】有宏福苑居民旁聽會議,了解獨立委員會工作進度,又有居民期望政府舉辦一場居民大會,讓他們提出訴求,期間有保安一度阻止旁聽人士受訪。 400個公眾席一早滿額,有部分是宏福苑居民由各區來到中環展城館會場旁聽。鄧女士:「想知道的?取回公道,就這樣。應該要罰的便罰,做錯事要認,你做錯事便算,不可這樣,正如李家超所講,公平公正的。」 有人期望了解工作進度和賠償安排,認為獨立委員會要花九個月才交報告時間太久,又要求政府盡快舉行會議讓全部宏福苑居民出席。朱女士:「至今兩個多月,沒有一個集合的會議讓我們提出訴求,上層的意思是說沒有這麼大的場地,我不相信,很多地方,怎會沒有,願意安排便有。坐上面的人是神,他不知道下面居民如何苦,他們不知道。(今次有沒有信心?)失去很大信心,今次這事失去非常大信心。」期間有現場保安,一度阻止旁聽人士受訪。 想旁聽要預先網上登記,有宏福苑居民稱已登記,但出現手續問題最終無法入場。亦有居民說不懂上網,去錯會場,要改去另一個轉播區、銅鑼灣中央圖書館旁聽。
yalcinsonat1/iStock via Getty Images The JPMorgan Ultra-Short Income ETF ( JPST ) is an ultrashort duration bond strategy designed to provide investors with current income at the shortest end of the yield curve. The strategy can be particularly appealing for investors seeking low duration risk as well as a liquid asset in which to park unallocated capital. With the rate easing cycle expected to co...
yalcinsonat1/iStock via Getty Images The JPMorgan Ultra-Short Income ETF ( JPST ) is an ultrashort duration bond strategy designed to provide investors with current income at the shortest end of the yield curve. The strategy can be particularly appealing for investors seeking low duration risk as well as a liquid asset in which to park unallocated capital. With the rate easing cycle expected to continue in 2026 with 2 additional 25bps cuts, I believe investors may want to consider rotating into longer duration assets while maintaining some exposure to the ultrashort end of the yield curve. Given the current market dynamics, I am recommending JPST with a Hold rating. Investment Case for JPST JPST was designed to provide investors with exposure to the ultrashort end of the yield curve across a variety of debt issuances, including corporates and asset-backed securities (ABSs), amongst others. The strategy has an average duration of 0.66 years, suggesting relatively low sensitivity to changes in the key interest rate set by the Federal Reserve. FRED One of the challenges at hand is that, given the relatively short maturity cycle in the portfolio, asset turnover can be expected to be relatively high, which may influence future cash flows of the portfolio. This may be particularly prevalent if the Federal Reserve continues the rate easing cycle in 2026, meaning that issuances added to the portfolio may be acquired at a higher value with a lower yield. Economists are expecting two additional 25 bps rate cuts in 2026 with no additional cuts in 2027. The rate easing cycle may be underpinned by a number of factors as part of the Federal Reserve’s dual mandate, which may include inflationary pressures, GDP growth, and unemployment. Corporate Filings Inflation remained relatively sticky in December 2025 with a 2.7% print for two sequential months. Despite the rate of inflation moderating, I suspect there may be additional pressure from tariff policies in place, which may create...
Mistral AI , the Paris-based startup positioning itself as Europe's answer to OpenAI, released a pair of speech-to-text models on Wednesday that the company says can transcribe audio faster, more accurately, and far more cheaply than anything else on the market — all while running entirely on a smartphone or laptop. The announcement marks the latest salvo in an increasingly competitive battle over...
Mistral AI , the Paris-based startup positioning itself as Europe's answer to OpenAI, released a pair of speech-to-text models on Wednesday that the company says can transcribe audio faster, more accurately, and far more cheaply than anything else on the market — all while running entirely on a smartphone or laptop. The announcement marks the latest salvo in an increasingly competitive battle over voice AI, a technology that enterprise customers see as essential for everything from automated customer service to real-time translation. But unlike offerings from American tech giants, Mistral's new Voxtral Transcribe 2 models are designed to process sensitive audio without ever transmitting it to remote servers — a feature that could prove decisive for companies in regulated industries like healthcare, finance, and defense. "You'd like your voice and the transcription of your voice to stay close to where you are, meaning you want it to happen on device—on a laptop, a phone, or a smartwatch," Pierre Stock, Mistral's vice president of science operations, said in an interview with VentureBeat. "We make that possible because the model is only 4 billion parameters. It's small enough to fit almost anywhere." Mistral splits its new AI transcription technology into batch processing and real-time applications Mistral released two distinct models under the Voxtral Transcribe 2 banner, each engineered for different use cases. Voxtral Mini Transcribe V2 handles batch transcription, processing pre-recorded audio files in bulk. The company says it achieves the lowest word error rate of any transcription service and is available via API at $0.003 per minute, roughly one-fifth the price of major competitors. The model supports 13 languages, including English, Mandarin Chinese, Japanese, Arabic, Hindi, and several European languages. Voxtral Realtime , as its name suggests, processes live audio with a latency that can be configured down to 200 milliseconds — the blink of an eye. Mistral...
The premium credit card entity just reported double-digit gains on the top and bottom lines in Q4. Shares of American Express (AXP +1.48%) might have dipped following its fourth-quarter 2025 (ended Dec. 31) financial results, but the numbers were encouraging. Revenue (net of interest expense) increased 10% year over year, and net income climbed 13%. These are encouraging trends. It's time to take ...
The premium credit card entity just reported double-digit gains on the top and bottom lines in Q4. Shares of American Express (AXP +1.48%) might have dipped following its fourth-quarter 2025 (ended Dec. 31) financial results, but the numbers were encouraging. Revenue (net of interest expense) increased 10% year over year, and net income climbed 13%. These are encouraging trends. It's time to take a closer look at this business. Here are three things every investor in this financial stock needs to know. 1. Brand and network effect Berkshire Hathaway owns 22% of the outstanding shares of American Express. Fitting Warren Buffett's stringent test requires the business in question to possess an economic moat. This company does that in two ways. The first is the brand. Amex's top credit cards are premium offerings. They bring in a more affluent membership base that appreciates excellent customer service, extensive perks and rewards, and a wonderful digital experience. In addition to being the card issuer, Amex operates the underlying technical infrastructure that facilitates transaction processing. There are 153 million active cards on one side and 160 million merchant acceptance locations on the other side. The result is a powerful network effect whose value proposition improves for each cardholder as there are more merchants, and vice versa. There's a very low probability that American Express' competitive position will come under pressure anytime soon. This is a very high-quality business. 2. Not as dependent on interest income In Q4, American Express generated $9.9 billion, or about half of its revenue, from merchants that use its platform. It collected $2.6 billion in revenue from membership fees. Just 24% of sales came from net interest income. This is a favorable position to be in. It reduces credit risk and cyclicality, which might be bigger issues for industry peers. This financial situation goes back to brand power. Since Amex can attract a higher-income cohort,...
Robert Way Seeking Alpha's roundup of statements, announcements, and remarks that could impact the technology sector. Nvidia ( NVDA ) CEO Jensen Huang said he thought this week's sell-off of software company shares was "illogical." “It’s the most illogical thing in the world,” Huang said at the Cisco AI Summit late Tuesday, according to Bloomberg . “There’s this notion that the tool is in decline ...
Robert Way Seeking Alpha's roundup of statements, announcements, and remarks that could impact the technology sector. Nvidia ( NVDA ) CEO Jensen Huang said he thought this week's sell-off of software company shares was "illogical." “It’s the most illogical thing in the world,” Huang said at the Cisco AI Summit late Tuesday, according to Bloomberg . “There’s this notion that the tool is in decline and being replaced by AI. Would you use a screwdriver or invent a new screwdriver?” Advanced Micro Devices ( AMD ) CEO Lisa Su asserted that her company is seeing strong demand for its chips, despite its weaker-than-expected forecast. “What I would tell you from someone on the inside is AI is accelerating at a pace that I would not have imagined,” Su told CNBC , adding that demand for both its data center products and CPUs is accelerating as well due to AI. Su also said she expects AMD to reach an “inflection point” later this year when it begins shipping its Helios AI rack-scale platform. Anthropic ( ANTHRO ) said it doesn't intend to feature ads or sponsored links in conversations with its AI chatbot Claude. "We want Claude to act unambiguously in our users’ interests. So we’ve made a choice: Claude will remain ad-free. Our users won’t see 'sponsored' links adjacent to their conversations with Claude; nor will Claude’s responses be influenced by advertisers or include third-party product placements our users did not ask for," the company said in a blog post on Wednesday . "Our business model is straightforward: we generate revenue through enterprise contracts and paid subscriptions, and we reinvest that revenue into improving Claude for our users. This is a choice with tradeoffs, and we respect that other AI companies might reasonably reach different conclusions," Anthropic added. Last month, rival OpenAI ( OPENAI ) said it would begin testing ads in conversations with certain tiers of its AI chatbot ChatGPT. More on Nvidia, AMD, etc. AMD: Buy The Q4 Earnings Dip Here's W...
Robert Way Seeking Alpha's roundup of statements, announcements, and remarks that could impact the technology sector. Nvidia ( NVDA ) CEO Jensen Huang said he thought this week's sell-off of software company shares was "illogical." “It’s the most illogical thing in the world,” Huang said at the Cisco AI Summit late Tuesday, according to Bloomberg . “There’s this notion that the tool is in decline ...
Robert Way Seeking Alpha's roundup of statements, announcements, and remarks that could impact the technology sector. Nvidia ( NVDA ) CEO Jensen Huang said he thought this week's sell-off of software company shares was "illogical." “It’s the most illogical thing in the world,” Huang said at the Cisco AI Summit late Tuesday, according to Bloomberg . “There’s this notion that the tool is in decline and being replaced by AI. Would you use a screwdriver or invent a new screwdriver?” Advanced Micro Devices ( AMD ) CEO Lisa Su asserted that her company is seeing strong demand for its chips, despite its weaker-than-expected forecast. “What I would tell you from someone on the inside is AI is accelerating at a pace that I would not have imagined,” Su told CNBC , adding that demand for both its data center products and CPUs is accelerating as well due to AI. Su also said she expects AMD to reach an “inflection point” later this year when it begins shipping its Helios AI rack-scale platform. Anthropic ( ANTHRO ) said it doesn't intend to feature ads or sponsored links in conversations with its AI chatbot Claude. "We want Claude to act unambiguously in our users’ interests. So we’ve made a choice: Claude will remain ad-free. Our users won’t see 'sponsored' links adjacent to their conversations with Claude; nor will Claude’s responses be influenced by advertisers or include third-party product placements our users did not ask for," the company said in a blog post on Wednesday . "Our business model is straightforward: we generate revenue through enterprise contracts and paid subscriptions, and we reinvest that revenue into improving Claude for our users. This is a choice with tradeoffs, and we respect that other AI companies might reasonably reach different conclusions," Anthropic added. Last month, rival OpenAI ( OPENAI ) said it would begin testing ads in conversations with certain tiers of its AI chatbot ChatGPT. More on Nvidia, AMD, etc. AMD: Buy The Q4 Earnings Dip Here's W...