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Baron International Growth Fund Q2 2025 Shareholder Letter
Seeking Alpha· 2025-09-29 15:20
J Studios/DigitalVision via Getty Images Dear Baron International Growth Fund Shareholder: Baron International Growth Fund® (the Fund) gained 16.91% (Institutional Shares) during the second quarter of 2025, while its primary benchmark, the MSCI ACWI ex USA Index (the Benchmark), appreciated 12.03%. The MSCI ACWI ex USA IMI Growth Index (the Proxy Benchmark) gained 14.41% for the quarter. The Fund solidly outperformed both the Benchmark and the Proxy Benchmark during a strong quarter for global equities ...
Amazon loses VP helping lead development of artificial general intelligence
Reuters· 2025-09-26 17:09
An Amazon vice president helping to oversee one of the company's highest profile projects, artificial general intelligence, is stepping down on Friday, the online retailer confirmed after a Reuters inquiry. ...
Is Google Parent Alphabet Still a Millionaire-Maker Stock?
The Motley Fool· 2025-09-26 07:42
This technology giant still has major growth opportunities.Imagine it's the week of Aug. 19, 2004. Swimmer Michael Phelps won the 200- and 400-meter individual medley double at the Olympic Games in Athens. Terror Squad's "Lean Back" topped the U.S. music charts. And a young company named Google, which would later create a parent company named Alphabet (GOOG -0.53%) (GOOGL -0.55%), conducted its initial public offering (IPO). If you had invested $10,200 on the day Google first traded publicly and never sold ...
Nvidia pours $100 billion into OpenAI just days after pledging $5 billion to Intel
Yahoo Finance· 2025-09-22 18:35
Nvidia is preparing one of the largest investments in the history of artificial intelligence, pledging up to $100 billion in funding for OpenAI, the creator of ChatGPT. The deal comes hot on the heels of Nvidia pledging a $5 billion investment into Intel, its one-time rival and former American semiconductor champion. The companies jointly announced they had signed a letter of intent for a strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for OpenAI’s next-generation AI infrastructure ...
OpenAI and NVIDIA Announce Strategic Partnership to Deploy 10 Gigawatts of NVIDIA Systems
Globenewswire· 2025-09-22 16:01
OpenAI and NVIDIA OpenAI and NVIDIA today announced a letter of intent for a landmark strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for OpenAI’s next-generation AI infrastructure to train and run its next generation of models on the path to deploying superintelligence. News Strategic partnership enables OpenAI to build and deploy at least 10 gigawatts of AI data centers with NVIDIA systems representing millions of GPUs for OpenAI’s next-generation AI infrastructure.To support ...
Alibaba Tries to Draw Brands on Amazon to Its Global Site
Yahoo Finance· 2025-09-22 09:16
(Bloomberg) — Alibaba Group Holding Ltd. (BABA) is trying to attract established brand names on Amazon.com Inc. (AMZN) to its global e-commerce site AliExpress, stepping up efforts to expand its footprint on the Seattle-based firm’s home turf. Most Read from Bloomberg AliExpress, Alibaba’s online retail portal for markets outside China, is trying to add more major brands by promising lower shipping fees and offering to take a lower cut of sales than Amazon does, according to people familiar with the ma ...
Is artificial intelligence overhyped or is AI the 'fourth industrial revolution'?
Abc.Net.Au· 2025-09-21 18:39
Artificial intelligence has prompted a supercharged tech boom, with valuations of the world's biggest companies soaring on the Nasdaq amid talk about a new era of human-like algorithms.Here in Australia, a microcosm of Silicon Valley is happening, with 30,000 people now working in AI and many start-ups tapping into billions of dollars of venture capital.One local start-up that just got $2.5 million in seed funding is Apate.The company, originally founded out of Macquarie University, has clients including th ...
Atlassian Appoints Jason Warner, poolside Co-Founder to Board of Directors
Businesswire· 2025-09-17 20:30
TEAM Anywhere/SAN FRANCISCO--(BUSINESS WIRE)--Atlassian Corporation (NASDAQ: TEAM), a leading provider of team collaboration and productivity software, today announced it is appointing Jason Warner to its Board of Directors, effective October 1, 2025. Jason is the co-founder and co-Chief Executive Officer of poolside, a frontier AI lab building its own foundation models to achieve artificial general intelligence. "Jason has worked at the intersection of tech, leadership and growth in a way that. ...
Microsoft and OpenAI ‘Working to Finalize' Terms of Next Stage of Partnership
PYMNTS.com· 2025-09-12 17:05
Microsoft and OpenAI are getting close to an agreement on the future of their partnership.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The companies said in a joint statement released Thursday (Sept. 11): “Micro ...
Alibaba’s Shares Soar After Investors Buy Into Big AI Moves
MINT· 2025-09-12 03:10
阿里巴巴股价表现 - 阿里巴巴港股早盘涨幅超过7% 创下约两周内最大单日涨幅 年内累计涨幅超过80% [1] - 股价上涨主要受公司积极拓展人工智能领域驱动 [1] 人工智能战略布局 - 公司筹集32亿美元可转换债券 用于支持中国最大AI基础设施预算和云服务 [2] - 发布旗舰Qwen系列模型更新 旨在与DeepSeek和OpenAI竞争 [2] - 与百度开始采用自研芯片进行AI训练 替代昂贵的英伟达加速器 [2] - 百度港股股价上涨近13% 创2024年10月以来新高 [2] - 公司宣布全面追求通用人工智能(AGI)目标 [3] 业务竞争态势 - 在本地服务和电商业务投入10亿元(1.4亿美元)激励补贴 与京东美团争夺用户 [6] - 部分分析师认为积极争夺用户有利于核心业务发展 [7] 云业务与AI变现能力 - 最新AI模型发布(包括更高效的Qwen3-Next和1万亿参数Qwen-3-Max-Preview)有望支撑云服务需求 [7] - 云业务回报率仍然较低 主要因利润率偏低且资本成本过高 [7] - 云智能部门截至2025年6月的12个月内季度调整后Ebita仅增长8600万美元 [7] - 相比腾讯 公司在AI短期回报生成能力方面处于劣势 [7] 行业背景 - 市场对AI技术前景乐观 预计将革命性改变产业和经济 [4] - 甲骨文公司对全球AI支出的乐观预测带动板块上涨 [4] - 投资者关注点从外卖价格战转向AI潜力 [5] - 自研芯片能力被视为新的增长驱动力 [5]