OpenAI进军电子商务 - OpenAI宣布在ChatGPT中推出直接购物功能Instant Checkout 支持用户不离开聊天界面即可完成购买 [1][3] - 该功能初期接入美国Etsy卖家 并计划未来增加超过100万家Shopify商户 [1] - 产品推荐为自然搜索结果且非赞助内容 排序完全基于与用户查询的相关性 [3] 合作伙伴市场反应 - Etsy股价在消息公布后大幅上涨14%至73.06美元 [5] - Shopify股价上涨超过5%至147.63美元 [5] - OpenAI与支付初创公司Stripe合作开发此项技术 并将底层技术Agentic Commerce协议向其他开发者开放 [4] 行业竞争格局 - 谷歌母公司Alphabet本月早些时候与PayPal联合推出了针对AI代理在线交易的协议 其Gemini是ChatGPT的竞争对手 [4] - 谷歌股价下跌0.5%至245.47美元 亚马逊股价微涨0.5%至221.12美元 [7] - 分析师认为此举是将互联网商业结构从通过搜索找到的以人为目标的网站 转变为可通过聊天发现的网站的重要里程碑 [7] 潜在行业影响 - ChatGPT作为获取产品推荐和礼物灵感工具的使用量增长 可能挑战现有电子商务和在线广告业务 [6] - 特别可能对与在线搜索和产品市场捆绑的广告业务构成挑战 [6] - 该举措的影响将超越Etsy和Shopify这两个早期合作伙伴 [6]

Anthropic has launched Claude Sonnet 4.5, its newest AI model, claiming significant advancements in autonomous work and coding. The company said that the model was able to run autonomously for 30 hours, maintaining sustained focus with minimal oversight while building an entire software application. It’s a significant improvement over the company’s previous Opus 4 model, released four months ago, which could operate autonomously for only seven hours. Anthropic said Claude Sonnet 4.5 also outperformed Opus ...

Accessibility StatementSkip Navigation PHILADELPHIA, Sept. 29, 2025 /PRNewswire/ -- National plaintiffs' law firm Berger Montague PC announces a class action lawsuit against C3.ai, Inc. (NYSE: AI) ("C3.ai" or the "Company") on behalf of investors who purchased or acquired shares during the period from February 26, 2025 through August 8, 2025 (the "Class Period"). Investor Deadline: Investors who purchased or acquired C3.ai securities during the Class Period may, no later than October 21, 2025, seek to be ...

More on that later. Let's move on though on this and uh focus on those AI stocks amid some warnings from investors at least that AI spending is maybe getting out of hand. Ken Griffin saying for example to Sarah last week that right now there are echoes of the dot bubble and David Einhorn saying quote the numbers that are being thrown around are so extreme that it's really hard to understand them.Feel like I've said something similar to that as well. Joining us now is Byron Deer of Bessemer Venture Partners. ...

Alibaba Group Holding Ltd‘s (NYSE: BABA) (NYSE: BABAF) stealth AI expansion may be Wall Street's blind spot—but it's Nvidia Corp's (NASDAQ: NVDA) margin moat that's directly in the crosshairs. CEO Eddie Wu has pledged to surpass the company's $53 billion AI investment as demand for compute skyrockets, setting up a clash that could echo Beijing's solar strategy a decade ago: flooding the market with cheaper supply, undercutting Western rivals, and rewriting the margin math.Track NVDA stock here.Nvidia's Moat ...

DeepSeek-V3.2-Exp模型发布 - 公司于9月29日正式发布实验性模型DeepSeek-V3.2-Exp 作为迈向新一代架构的中间步骤 [2] - 新模型在V3.1-Terminus基础上引入DeepSeek Sparse Attention稀疏注意力机制 针对长文本训练和推理效率进行探索性优化和验证 [2] - 官方App、网页端、小程序均已同步更新为DeepSeek-V3.2-Exp模型 [2] API价格调整 - API模型版本更新为DeepSeek-V3.2-Exp 访问方式保持不变 [4] - 在新的价格政策下 开发者调用DeepSeek API的成本将降低50%以上 [4] 寒武纪生态适配 - 寒武纪于同日同步实现对DeepSeek-V3.2-Exp模型的适配 并开源大模型推理引擎vLLM-MLU源代码 [4] - 公司高度重视大模型软件生态建设 支持以DeepSeek为代表的所有主流开源大模型 [6] - 通过长期活跃的生态建设和技术积累 实现了对新模型架构的day 0适配和优化 [6] 技术协同与优化 - 寒武纪重视芯片和算法联合创新 以软硬件协同方式优化大模型部署性能并降低部署成本 [6] - 针对新模型架构通过Triton算子开发实现快速适配 利用BangC融合算子开发实现极致性能优化 [6] - 基于计算与通信的并行策略 再次达成业界领先的计算效率水平 [6] 产业链协同意义 - 同步发布适配动作表明中国AI产业链头部公司正在进行深度协同 [7] - 可能早在模型发布之前 寒武纪就在技术方面与DeepSeek进行沟通并启动相关适配研发工作 [7] - DeepSeek Sparse Attention机制叠加寒武纪的极致计算效率 可大幅降低长序列场景下的训推成本 [6]

Bitcoin (BTCUSD) mining companies were expected to quickly go bust as they were unable to cope with Bitcoin's block rewards being halved in the last halving event. Even though the significant increase in Bitcoin's price compensated for that and then some, mining companies were still unable to pull off a notable recovery. This caused many to take a creative approach. These companies use GPUs to mine Bitcoin, and the same hardware can be used for artificial intelligence (AI) and cloud computing purposes. As ...

NEW YORK, Sept. 29, 2025 (GLOBE NEWSWIRE) -- Rezolve Ai (NASDAQ: RZLV), a global leader in AI-powered commerce solutions, today issued the following statement in response to a report published by Fuzzy Panda Research: Rezolve categorically rejects the misleading and inaccurate allegations contained in the report. The publication selectively misrepresents facts, recycles outdated information, and disregards our audited financials, SEC filings, and the reality of our operations. A Report Driven by Self-Intere ...

Okay, welcome back to Morning Trade Live. It's time now for the big picture. Let's welcome in the team from Charles Schwab.Kathy Jones, fixed income strategist at Schwab Center for Financial Research. Michelle Gibli, director of international research over at Charles Schwab. Very good morning to you ladies.Thank you so much for your time this Monday. Kathy, let's start with you. What we're seeing as far as Treasury yields today.What is it telling you. Seeing a bit of a pullback across the board ahead of thi ...

Rezolve AI PLC (RZLV) closed the last trading session at $5.95, gaining 59.1% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $7.75 indicates a 30.3% upside potential.The average comprises six short-term price targets ranging from a low of $5.00 to a high of $10.00, with a standard deviation of $2.19. While the lowest estimate indicates a decline of 16% from the current price level ...