Can it be a bubble if lots of people see it and identify it as a bubble? On the other hand, can humanity invent a revolutionary new technology without lettingAre we in an artificial intelligence bubble?If you want access to our entire Portfolio and all our current Top Picks, feel free to join us for a 2-week free trial at High Yield Landlord.We are the largest real estate investment community on Seeking Alpha with over 2,000 members on board and a perfect 5/5 rating from 400+ reviews:For a Limited Time - Yo ...

新闻荐读 8月2日，据媒体报道，截至2025年8月1日，蒂姆・库克担任苹果公司首席执行官（CEO）时长达到5091 天，超越史蒂夫・乔布斯的5090天，成为该公司历史上任期最长的CEO。 另据财经网科技，8月2日的投资者大会上，苹果承认已在AI上落后，但库克觉得没有太大的问题。库 克在投资者大会上表示，苹果并不是一家热衷于行业首创的公司，但我们可以将现有创新的产品拿来改 造成爆款，并且席卷全球。 其表示："看看iPhone，当时谁能想到它能改变世界，智能手机并非苹果首创，但结果大家都看到。" 事实上，早在2024年10月，词条#内部员工称苹果AI至少落后2年#一度冲上热搜，引起不少网友关注讨 论。 苹果CEO蒂姆·库克曾回应"苹果在AI领域落后"这一话题。库克表示，尽管业界普遍认为苹果在AI领域 落后于竞争对手，但他强调，苹果更注重为用户带来最佳的体验，而不是争夺市场的先行者地位。 库克坦言："我们在AI方面并非第一个，但我们以最适应客户的方式来做。"他指出，苹果并不介意在某 些领域不是先行者，因为公司更重视产品的完善度，"我们宁愿推出真正卓越的产品，为人们带来实质 贡献，而不是为了抢先上市而匆忙行事。" 2 ...

Three companies. Three strategies. One AI megatrend investors can't afford to ignore.Artificial intelligence (AI) is one of the most transformative technologies of our time, driving unprecedented advancements in sectors ranging from healthcare and transportation to communications and beyond. For investors, this creates a landmark opportunity to back the companies at the forefront of this revolution.As we head into August, three companies in particular stand out for their strategic positioning and potential ...

These 3 growth-oriented companies are all great choices for investors.The last year has been a wild ride for many investors, with a huge swing down in the market in the spring before rocketing back up to today's highs. For investors who want to keep that momentum going, here are four growth-focused companies that would be a smart place to park $1,000.Amazon continues to dominateWith all the tariff drama, it makes sense that investors have been a bit wary of Amazon (AMZN -8.09%) compared to its big tech riva ...

丨证券研究报告丨 行业研究丨点评报告丨软件与服务 [Table_Title] "人工智能+"行动意见通过，我国 AI 应用有望 加速渗透 报告要点 %% %% %% %% research.95579.com 1 [Table_Summary] 2025 年 7 月 31 日，国务院总理李强主持召开国务院常务会议，审议通过《关于深入实施"人 工智能+"行动的意见》。会议指出，要深入实施"人工智能+"行动，大力推进人工智能规模化 商业化应用，推动人工智能在经济社会发展各领域加快普及、深度融合。我们认为"人工智能+" 政策助力我国 AI 应用加速渗透，对比"互联网+"，"人工智能+"空间或更为广阔，建议重视我 国 AI 全产业链投资机遇。 分析师及联系人 [Table_Author] 宗建树 余庚宗 SAC：S0490520030004 SAC：S0490516030002 SFC：BUX668 请阅读最后评级说明和重要声明 丨证券研究报告丨 2025-08-02 行业研究丨点评报告 [Table_Rank]投资评级 看好丨维持 软件与服务 cjzqdt11111 [Table_Title "人工智能+2]"行动 ...

Business: Equinix is a real estate investment trust and operator of 270 data centers in 75 metro areas around the globe, providing carrier-neutral collocation and interconnection services to networks, cloud providers, enterprises and hyperscalers. The company's platform combines a global footprint of International Business Exchange (IBX) and xScale data centers that support a customer's need to implement, operate and maintain its collocated deployments. Equinix's data centers are primarily located in key en ...

Rocket Companies (RKT 12.05%), a major U.S. financial technology and mortgage platform, released its second quarter 2025 earnings on July 31, 2025. The most notable headline: it delivered higher-than-expected adjusted revenue and non-GAAP earnings per share (EPS) for Q2 2025, while also completing its major acquisition of Redfin. The company reported adjusted revenue of $1.34 billion, outpacing the analyst consensus of $1.27 billion. Adjusted diluted earnings per share reached $0.04, compared with the $0.03 ...

If you want to invest in AI stocks, don't overlook these profitable businesses.If your nest egg is shored up and you have cash to spare that you don't require for bills or other near-term financial needs, you might consider investing that in the stock market. Artificial intelligence (AI) stocks aren't for everyone, but businesses with a habit of delivering growth to investors through both economic turbulence and calm can drive your portfolio forward in the long run.It's important to carefully study any stoc ...

Quantum computing stocks remain sizzling hot in the artificial intelligence (AI) space, many of which are outperforming the S&P 500 and Nasdaq Composite this year.One pocket of the artificial intelligence (AI) realm that continues to gain momentum is quantum computing. So far this year, the Defiance Quantum ETF has posted gains of 15% -- handily outperforming both the S&P 500 and Nasdaq Composite.While market-beating gains have tempted some growth investors to dive headfirst into the quantum computing revol ...

近日，知名科技博客Lenny's Podcast发布了一段深度访谈，嘉宾是OpenAI董事会主席Bret Taylor，同时也是Agent创企Sierra的创始人。在这段 长达90分钟的访谈中，Taylor分享了他对AI行业未来发展的独到见解，以及对创业者如何把握机遇的实用建议。 Taylor的职业生涯堪称传奇。自2003年从斯坦福大学硕士毕业后，他迅速在谷歌崭露头角，成为最年轻的产品经理，并主导了谷歌地图的开 发，该产品上线首日即获得千万流量，彻底改变了本地生活行业。离开谷歌后，他创办了社交媒体公司FriendFeed，发明了信息流和点赞按钮 等核心元素，最终以近5000万美元的价格将其出售给Facebook，并加入Facebook担任CTO。随后，他又创立了协作文档企业Quip，以7.5亿美 元的高价卖给Salesforce，并在那里担任联席CEO。2023年初，Taylor再次出发，创办Sierra并加入OpenAI。 访谈中，Taylor详细阐述了AI市场的三大板块：前沿模型市场、工具层市场和应用型AI市场。他认为，前沿模型市场将主要由少数几家超级规 模公司和大型实验室掌控，初创公司难以在这一领域立足 ...