It's shaping up to be a busy week ahead. Earnings season is in full throttle, with results expected from the likes of UnitedHealth, Chevron and Boeing. A trio of tech giants—Apple, Meta Platforms and Microsoft—will also report earnings.

The World Economic Forum’s annual meeting in Davos felt different this year, and not just because Meta and Salesforce took over storefronts on the main promenade. AI dominated the conversation in a way that overshadowed traditional topics like climate change and global poverty, and the CEOs weren’t holding back. There was public criticism of trade policy, warnings about AI […]

Security teams are buying AI defenses that don't work. Researchers from OpenAI, Anthropic, and Google DeepMind published findings in October 2025 that should stop every CISO mid-procurement. Their paper, " The Attacker Moves Second: Stronger Adaptive Attacks Bypass Defenses Against Llm Jailbreaks and Prompt Injections ," tested 12 published AI defenses, with most claiming near-zero attack success rates. The research team achieved bypass rates above 90% on most defenses. The implication for enterprises is stark: Most AI security products are being tested against attackers that don’t behave like real attackers. The team tested prompting-based, training-based, and filtering-based defenses under adaptive attack conditions. All collapsed. Prompting defenses achieved 95% to 99% attack success rates under adaptive attacks. Training-based methods fared no better, with bypass rates hitting 96% to 100%. The researchers designed a rigorous methodology to stress-test those claims. Their approach included 14 authors and a $20,000 prize pool for successful attacks. Why WAFs fail at the inference layer Web application firewalls (WAFs) are stateless; AI attacks are not. The distinction explains why traditional security controls collapse against modern prompt injection techniques. The researchers threw known jailbreak techniques at these defenses. Crescendo exploits conversational context by breaking a malicious request into innocent-looking fragments spread across up to 10 conversational turns and building rapport until the model finally complies. Greedy Coordinate Gradient (GCG) is an automated attack that generates jailbreak suffixes through gradient-based optimization. These are not theoretical attacks. They are published methodologies with working code. A stateless filter catches none of it. Each attack exploited a different blind spot — context loss, automation, or semantic obfuscation — but all succeeded for the same reason: the defenses assumed static behavior. "A phrase as ...

The World Economic Forum’s annual meeting in Davos felt different this year, and not just because Meta and Salesforce took over storefronts on the main promenade. AI dominated the conversation in a way that overshadowed traditional topics like climate change and global poverty, and the CEOs weren’t holding back. There was public criticism of trade policy, warnings about AI […]

Here Come Humanoid Robots: Industry Makes Clear Pivot Toward "Dedicated-Purpose" Commercial Deployments Goldman analyst Jacqueline Du published her field trip notes after speaking with six C-level management teams at robotics companies across Hangzhou, Shanghai, and Shenzhen in recent days. The companies she met with include Unitree, Mechmind, Fourier, LimX Dynamics, UBTech, EngineAI, Paxini, and Orbbec. " Overall, we see the humanoid robot industry is experiencing a clear pivot towards 'dedicated-purpose' commercial deployments ," Du told clients on Thursday morning. Home humanoid robots are getting closer. Shenzhen MindOne Robotics is testing their robot brain on the Unitree G1, and it looks like the G1 has already learned to do human-like household chores. Watering plants, moving packages, cleaning mattresses, tidying up, etc. Honestly,… pic.twitter.com/hPddAaQ0hd — CyberRobo (@CyberRobooo) November 14, 2025 She continued: "This strategic focus leverages current, achievable task planning, mobility and interaction capabilities, leading to more reliable and immediate deployment in specific vertical applications. Examples include security patrolling, guiding/guest services in public venues, and logistics tasks such as pick-and-place and sorting simple items in factories ." Du said humanoid robot shipments are set to accelerate from estimated 2025 global volumes of around 15,000 to 20,000 units to "multi-fold increases in shipment volumes into 2026-2027E." Here are more of Du's key takeaways from the AI robotics field trip in China: Targeting a multi-fold increase in shipment volumes into 2026-2027E Based on the collective feedback from the major humanoid robot players and key supply chain companies we met on this trip, we believe global humanoid robot shipments in 2025 might have reached around 15,000-20,000 units vs. GSe of 20,000 (report link) and third-party data of 13,000-16,000 (see link and link), with Chinese players contributing to the bulk of these volumes ...

While vector databases still have many valid use cases, organizations including OpenAI are leaning on PostgreSQL to get things done. In a blog post on Thursday , OpenAI disclosed how it is using the open-source PostgreSQL database. OpenAI runs ChatGPT and its API platform for 800 million users on a single-primary PostgreSQL instance — not a distributed database, not a sharded cluster. One Azure PostgreSQL Flexible Server handles all writes. Nearly 50 read replicas spread across multiple regions handle reads. The system processes millions of queries per second while maintaining low double-digit millisecond p99 latency and five-nines availability. The setup challenges conventional scaling wisdom and offers enterprise architects insight into what actually works at massive scale. T he lesson here isn’t to copy OpenAI’s stack. It’s that architectural decisions should be driven by workload patterns and operational constraints — not by scale panic or fashionable infrastructure choices. OpenAI’s PostgreSQL setup shows how far proven systems can stretch when teams optimize deliberately instead of re-architecting prematurely. "For years, PostgreSQL has been one of the most critical, under-the-hood data systems powering core products like ChatGPT and OpenAI’s API," OpenAI engineer Bohan Zhang wrote in a technical disclosure. "Over the past year, our PostgreSQL load has grown by more than 10x, and it continues to rise quickly." The company achieved this scale through targeted optimizations, including connection pooling that cut connection time from 50 milliseconds to 5 milliseconds and cache locking to prevent 'thundering herd' problems where cache misses trigger database overload. Why PostgreSQL matters for enterprises PostgreSQL handles operational data for ChatGPT and OpenAI's API platform. The workload is heavily read-oriented, which makes PostgreSQL a good fit. However, PostgreSQL's multiversion concurrency control (MVCC) creates challenges under heavy write loads. When up...

MSTR shares are down over 50% as Bitcoin slides, but strong fundamentals and its BTC-heavy strategy could set Strategy up for a rebound.

格隆汇1月24日｜消息人士：承包商的抗议活动扰乱了通往智利埃斯孔迪达和萨尔迪瓦尔铜矿的进出道路。

Source: Bloomberg, 5:25

在俄罗斯总统普京与美国特使威特科夫和库什纳就最新的俄乌和平计划举行深夜会谈后，克里姆林宫表示“领土问题”仍未解决。 普京的外交政策顾问Yuri Ushakov周五早些时候在Telegram发布的音频中表示，普京要求的涉及乌克兰部分地区的“领土问题”在谈判中尚未得到解决。他表示，除非这个问题得到解决，“否则没有达成长期解决方案的希望”。尽管他仍将此次在克里姆林宫持续近四小时的谈判形容为“极其实质性、建设性”。 据报道，美国、俄罗斯和乌克兰代表之间的会谈周五在阿联酋启动，预计将持续至周六。此外，威特科夫将与普京的特使Kirill Dmitriev在阿布扎比讨论俄美双边经济事务。 这是威特科夫在过去一年中第七次和普京会谈，但迄今尚未取得成功。 尽管如此，基辅和莫斯科在一些关键问题上仍然僵持不下。 俄罗斯坚持要落实其所谓的“安克雷奇谅解”，这是普京8月与美国总统唐纳德·特朗普在阿拉斯加举行的峰会上达成的。这将要求乌克兰交出整个东部顿涅茨克地区，同时，在赫尔松和扎波罗热南部地区，战斗将沿着目前的接触线冻结。 乌克兰拒绝从顿涅茨克重兵把守的地区撤军的要求。 责任编辑：陈钰嘉

当地时间1月23日晚，土耳其外长费丹在接受采访时表示，有迹象表明以色列正寻求对伊朗发动攻击。他强调，土耳其作为地区国家，坚决反对爆发新的冲突。就伊朗局势，费丹强调，“抗议活动是真实的，但外部势力所期望的结果不会发生。”（央视新闻）

Intel’s stock meltdown risks eroding Trump-endorsed comeback seattletimes.com

Intel’s stock meltdown risks eroding Trump-endorsed comeback The Seattle Times

据报道援引三位未具名知情人士消息称，墨西哥政府正在评估是否继续向古巴输送石油，因为墨西哥总统辛鲍姆的政府内部愈加担心，墨西哥可能因此政策而遭到美国的报复。 报道称，尚不清楚墨西哥政府最终可能作出何种决定。 完全停止、减少供应以及维持现状都在考虑之中。 古巴政府未回应置评请求。 一名白宫官员表示：“正如总统所说，古巴现在是咎由自取……将不会再有来自委内瑞拉的石油或资金流向古巴，他强烈建议古巴在为时已晚之前达成协议。” 责任编辑：陈钰嘉

A number of stocks fell in the afternoon session after Intel reported disappointing earnings report and weak forecast for the current quarter.

Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 2.6% in the afternoon session after a series of positive developments, including a major new deal and an analyst upgrade, fueled investor optimism ahead of its earnings report.

Palantir Technologies (PLTR) Stock Trades Up, Here Is Why Yahoo Finance

What Happened? Shares of data analytics company Palantir Technologies PLTR jumped 2.6% in the afternoon session after a series of positive developments, including a major new deal and an analyst upgrade, fueled investor optimism ahead of its earnings report. The company reportedly secured a significant deal with South Korea's Hyundai, estimated to be worth in the ballpark of “hundreds of millions.” Palantir also entered a collaboration for work on data centers across Europe, the Middle East, and Africa. Adding to the positive business news, the company received a stock upgrade from Citi. This string of good news built momentum for the company, which has historically seen its stock rise after reporting earnings that beat Wall Street's expectations. After the initial pop the shares cooled down to $169.61, up 2.5% from previous close. What Is The Market Telling Us Palantir Technologies’s shares are extremely volatile and have had 42 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 17 days ago when the stock gained 2.9% on the news that a broader market rally drove investor optimism in artificial intelligence and big tech stocks. The S&P 500, Dow Jones, and Nasdaq all pushed higher, approaching record levels set late last year. Much of the positive momentum was linked to the technology sector, with a particular focus on companies advancing artificial intelligence, a key theme at the annual CES trade show in Las Vegas. This continued a powerful trend from 2025, when AI-related developments were a primary catalyst for the market's bull run. The upbeat sentiment was further supported by hopes for easier monetary policy from the Federal Reserve following a weaker-than-expected US Services PMI reading. Palantir Technologies is up 1% since the beginning of the year, but at $169.61 ...

Palantir Technologies (PLTR) Stock Trades Up, Here Is Why TradingView

Shares of technology giant Microsoft (NASDAQ:MSFT) jumped 4% in the afternoon session after a UBS analyst reiterated a Buy rating with a $600 price target.

Microsoft (MSFT) Stock Is Up, What You Need To Know Yahoo Finance

A number of stocks fell in the afternoon session after Intel reported disappointing earnings report and weak forecast for the current quarter.

Artificial intelligence is once again fueling a scorching tech stock rally, but the rising tide is notably not lifting all boats.

现货白银涨6.06%，报101.98美元/盎司。

格隆汇1月24日｜现货白银站上102美元/盎司，日内涨超5美元，续创新高，日内涨幅超6%。

Intel stock is selling off following its earnings report, but is there more to this story?

北京时间1月24日凌晨，美股周五尾盘走势分化，道指下跌逾300点。科技股引领纳指与标普500指数走高。市场继续评估贸易紧张局势和地缘政治风险因素。 道指涨321.11点，涨幅为0.65%，报49062.90点；纳指涨85.46点，涨幅为0.36%，报23521.48点；标普500指数涨2.96点，涨幅为0.04%，报6916.31点。 英伟达和 AMD 分别上涨逾1.4%和2.1%。此前知情人士透露，英伟达首席执行官黄仁勋计划在未来几天访华。 英特尔 股价暴跌，此前这家芯片制造商公布的第一季度业绩展望令人失望。 周四美股收高，贸易紧张局势和地缘政治风险缓解的消息安抚了投资者情绪。当天道指收涨逾300点，标普500指数上涨约0.6%，纳指上涨0.9%。小型股罗素2000指数收盘创历史新高。 本周美股反弹始于周三，此前美国总统特朗普取消了针对八个欧洲国家、原定于2月1日生效的输美商品的关税威胁。特朗普此举是在其宣布与北约秘书长马克·吕特就格陵兰岛问题达成“未来协议的框架”后作出的。 特朗普周三还表示，美国与这座北极岛屿“已达成协议的概念”。 需要明确的是，格陵兰岛总理延斯-弗雷德里克·尼尔森周四表示，他并不清楚特朗普宣布的协议“框架”的具体内容，并强调任何此类协议都必须尊重格陵兰岛的主权和领土完整。 Edward Jones机构高级经济学家詹姆斯·麦卡恩（James McCann）表示：“协议细节尚不明确，围绕该岛的地缘政治争端可能再度浮现，但投资者对本周初市场剧烈动荡后迅速取得协议进展感到宽慰。” 麦卡恩还指出了近期金价飙升，“有趣的是，尽管风险资产正在反弹，但黄金仍保留了近日大部分涨幅。在地缘政治不确定性加剧、对美国公共财政长期轨迹的担忧以及对美联储政治压力增加的情况下，这种贵金属延续强劲走势。” 美股在周三和周四的两日连续上涨，使道指抹去了本周二蒙受的巨大跌幅，该指数本周迄今上涨不到0.1%。但标普500指数和纳指分别下跌了0.4%和0.3%，预计将连续第二周下跌。 经济数据 周五公布的经济数据显示，美国1月份综合产出指数初值报52.8，高于12月份的52.7。 S&P Global 发布1月份美国综合产出指数初值。指数从12月份的52.7上升至52.8。上年同月为52.7。 美国1月份服务业经营活动指数初值报52.5，分析师预估52.9。 美国1月份制造业采购经...