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2025-02-26 10:43:52
SoundHound AI or BigBear.ai: Cantor Chooses the Superior AI Stock to Buy - TipRanks.com 自去年年底生成式AI(Gen AI)爆炸以来,生成型人工智能技术在各个领域得到广泛应用。在此背景下,美国券商Cantor Fitzgerald的分析师们推荐了两家小型AI公司:SoundHound和BigBear.ai。 ### SoundHound (SOUN) #### 业务概述: - **地理位置**:未详细提及具体地址。 - **主营业务**:专注于使用AI技术提供语音识别、自然语言处理及智能助理解决方案。近期也涉足企业级应用开发领域,包括政府项目。 #### 最近的财务表现(截至2024年第三季度): - 收入:$41.5百万美元,同比增长22%。 - 毛利润未详细披露。 - 净亏损每股($0.05)。 #### 分析师观点: Yi Fu Lee认为BigBear.ai的AI/ML技术在实际应用中的表现非常出色,并且公司凭借其特殊的专家团队和高安全级别的清关制度,为初创企业设立了进入壁垒。他建议投资者关注该公司未来一年的增长潜力。 - **评级**:重仓(买入) - **目标价**:$8美元,预期12个月内上涨43%。 ### BigBear.ai (BBAI) #### 业务概述: - **地理位置**:哥伦比亚州马里兰 - **主营业务**:提供IT咨询和外包服务,并在国家安全、国防、供应链及物流等多领域运用AI/机器学习技术。该公司还与美国国防部合作,近期获得了多个重要合同。 #### 最近的财务表现(截至2024年第三季度): - 收入:$41.5百万美元,同比增长22%,但低于预期3.53百万美元。 - 毛利润未详细披露。 - 净亏损每股($0.05),虽为负值但超出预测。 #### 分析师观点: Yi Fu Lee指出,自OpenAI在2022年11月推出ChatGPT以来,生成式AI的采用率显著增加。他强调BigBear.ai在先进AI/ML平台领域的重要性,并认为该公司具备独特的竞争力。 - **评级**:超配(买入) - **目标价**:$8美元,预期12个月内上涨43%。 ### 总结 Cantor Fitzgerald的分析师们对这两家小型AI公司持乐观态度。在选择投资标的时,建议投资者进行更深入的研究和分析以确保决策的准确性。两家公司的业务模式各具特色,在不同的行业领域中展现出了强劲的增长潜力和发展前景。对于希望从生成式人工智能技术发展中获利的投资者而言,BigBear.ai可能是更为理想的选项。 ### 行业展望 随着AI技术的发展与应用日益广泛,这些公司有望继续受益于这一趋势,带来可观的投资回报。然而,鉴于AI领域的快速变化和激烈竞争,投资者应密切关注行业动态及企业业绩表现以做出明智决策。 --- 请注意,以上信息仅供参考,并不构成投资建议。投资者在做任何决定前必须自行进行详细研究并咨询专业人士意见。 For more than two years now, since ChatGPT introduced us to a fuller range of its potentialities, AI has been a major driver of the stock market. The mega-cap tech giants have used this development to their advantage and have spearheaded the market’s surge. This overall frame remains intact, but the AI picture is broadening. As the technology expands into additional fields, more AI-related companies and stocks are getting notice—and for the right reasons. They are applying AI in new ways and opening new opportunities for investors. Cantor analyst Thomas Blakey, covering the AI segment, paints an upbeat picture for interested investors, writing, “In addition to AI traction picking up steam, particularly in the US, as well as increases in capex spend by major hyperscalers, top news included continued advancements in AI applications from OpenAI, Microsoft/LinkedIn, Amazon’s Alexa, and even the US government with DOGE’s GSAi bot. Momentum is not likely to wane…” Blakey and his colleagues are following this line, but with a twist—they are pointing out some of the smaller AI stocks for closer perusal. In particular, the Cantor team is looking at SoundHound and BigBear.ai, and the analysts are not shy about choosing which one is the superior AI stock to buy. Here are the details on both, taken from the TipRanks database and presented along with comments from the Cantor stock analysts. SoundHound AI, Inc. ( SOUN ) We’ll start with a look at SoundHound. This Silicon Valley tech/AI firm was founded in 2005 and specializes in combining AI and voice recognition technologies. SoundHound describes this as conversational intelligence, and its AI solutions allow businesses to develop more and more realistic AI-generated conversational experiences for their own customers. In short, SoundHound’s chief product is conversational AI that’s just more human. SoundHound uses a proprietary technology to deliver best-in-class voice AI solutions in a wide range of fields, including TV, IoT, automotive, and customer service, and in multiple languages. SoundHound’s products include Chat AI, Smart Answering, Smart Ordering, and Dynamic Interaction, as well as other smart conversational AIs capable of maintaining real-time interactions. The system provides voices to millions of products and services and can process billions of interactions every year. Through all of this, SoundHound has developed a reputation for consistently high quality in its generative AI voice systems. The company’s latest GenAI iteration, which it dubs agentic AI, is designed to take conversational AI “to the next level.” The system creates voice AI agents to allow companies to achieve goal-oriented outcomes using digital rather than manual labor. Agentic AI solutions have proven capable of driving stronger ROI in phone systems, drive-throughs, kiosks, and other retail situations. Turning to the company’s financial results, we find that SoundHound hit record-level revenue in its last reported quarter, 3Q24. That figure came to $25.09 million, up 89% year-over-year and beating the forecast by $2.06 million. At the bottom line, SoundHound realized an adj. net loss of 4 cents per share—but that figure was 3 cents per share better than anticipated . The company will report Q4 earnings tomorrow (Feb 27) with the Street expecting revenue of $33.7 million and adj. EPS of -$0.08. Cantor’s Thomas Blakey covers this stock, and when we check in with him again, we find that he likes SoundHound’s products, their potential, and the company’s prospects for further growth and expansion, but points out one glaring issue. Blakey says, “We are impressed with SoundHound AI’s technology and all demos we’ve seen are impressive. From in-auto ordering to QSR kiosk ordering from cloud-based solutions to edge based (e.g., Nvidia (former shareholder) powered edge devices) solutions, the company’s Voice AI technology works better than any we have tested. The company also has multiple pathways to growth, from its Subscription-, Fortune-500-based Amelia acquisition, focused on voice-enabled workflow automation to the large, dynamic opportunities around contextual search-related commerce and advertising revenue sharing. That said, at 20x EV/C26 revenue we feel these scenarios are embedded in shares at current levels.” The baked-in value would seem to be the most important factor for the Cantor analyst; he puts a Neutral rating on the stock, with a price target of $10 that suggests a 12% upside potential for the coming year. (To watch Blakey’s track record, click here .) There are 4 recent analyst reviews on file for SoundHound, and they split into 2 Buys and Holds, each, giving the stock a Moderate Buy consensus rating. The shares are currently trading for $8.9, and the average price target of $16.5 is an optimistic one, implying the stock has a one-year upside potential of 85%. (See SOUN stock forecast .) BigBear.ai Holdings, Inc. ( BBAI ) Next up is an advanced AI/machine learning company, BigBear.ai. This company, which went public through a SPAC transaction in 2021, specializes in IT consulting and outsourcing and does a lot of US government work. The company is based in Columbia, Maryland, in the corridor between Washington and Baltimore, putting it in easy reach of the capital. In recent years, and especially since the genAI explosion began in late 2022, BigBear.ai has specialized in using AI and machine learning to create automated decision-making applications. The company provides its decision intelligence solutions in such fields as national security and defense, supply chains and logistics, healthcare, and enterprise operations. BigBear.ai’s solutions are applicable to autonomous systems, allowing human operators and overseers to maintain a more hands-off approach. Recently, this company won two important contracts with the Department of Defense. At the end of January, BigBear.ai announced it had received the Navy’s prime IDIQ contract for the SeaPort Next Generation program – that is, a contract for Indefinite Delivery/Indefinite Quantity. The contract will put BigBear in a position to provide a range of mission-critical support and innovative technologies to the Navy as well as other Federal agencies. Earlier this month, BigBear.ai won a Defense Department contract with the Chief Digital and Artificial Intelligence Office (CDAO), to advance the company’s Virtual Anticipation Network (VANE) prototype. Under the contract, BigBear.ai will provide custom AI models to assess news media from potential foreign adversaries, an important capability in the intelligence sector. Turning to the financials, BigBear.ai generated revenue of $41.5 million in 3Q24, the last period reported. This was up 22% year-over-year, but came in $3.53 million below expectations. The company ran a net loss at the bottom line, with an EPS of ($0.05); despite the loss, the earnings figure was 2 cents per share better than the forecast. In his coverage of this AI stock for Cantor, analyst Yi Fu Lee points out the company’s strength in genAI technology in practical applications. He notes also that the company has solid prospects for continued growth next year, and writes, “OpenAI’s introduction of ChatGPT in November 2022 set the world on fire with Generative AI (Gen AI) adoption, and in a sense this has indirectly placed greater emphasis on advanced AI/ML platforms such as BigBear.ai. We believe BigBear.ai AI/ML powered intelligence software bundled with a special force team of experts holding high active U.S. security clearance is a significant barrier to entry for startups.” “BigBear.ai empowers analysts to optimize the best case scenario to create order/predictive outcomes from incomplete raw data across specialized industry verticals in global supply chains and logistics, cybersecurity, and autonomous systems,” Lee went on to add. “We recommend investors interested in a small-cap AI/ML name that has recently undergone a complete turnaround in optimizing the business to gear up for growth next year take a deep look at BigBear.ai.” These comments support the analyst’s Overweight (Buy) rating on the shares, while the price target, of $8, suggests that BBAI will gain 43% on the one-year horizon. (To watch Lee’s track record, click here .) There is only other recent BBAI review and it is also positive, making the consensus view here a Moderate Buy. BBAI shares are trading for $5.60, and their average target of $7.50 implies a potential gain of 34% in the next 12 months. (See BBAI stock forecast .) It’s clear, then, that the Cantor analysts see BigBear.ai as the way to go for investors looking to profit from the smaller AI firms. To find good ideas for stocks trading at attractive valuations, visit TipRanks’  Best Stocks to Buy , a tool that unites all of TipRanks’ equity insights. Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.
人工智能可以帮贫困吗?研究人员测试方法来帮助最贫穷的人
人工智能可以帮贫困吗?研究人员测试方法来帮助最贫穷的人
2025-02-26 10:37:55
AI和机器学习技术在贫困研究中的应用代表了理解和解决全球贫困问题的重大进步。这种方法提供了几个关键好处:1.效率:机器学习算法可以快速,准确地处理大量数据,从而减少传统的现场调查所需的时间和资源。2.可伸缩性:卫星图像和手机数据在大型地理区域提供了全面的覆盖范围,从而使研究人员可以监视地方和国家一级的贫困趋势。3。实时监控:与定期人为主导的调查相比,连续的卫星观测和实时分析可以更快地跟踪贫困指标的变化。4。多个数据集的集成:机器学习模型可以包含各种数据源,例如夜间照明,植被指数,社会经济信息和气候记录,以提供贫困的多维图片。5。成本效益:减少对广泛实地考验的需求使这些方法对于预算有限的研究机构更负担得起。6.有针对性的干预措施的潜力:通过确定大多数需要援助的特定领域或人口统计信息,决策者可以更有效地分配资源以最大程度地发挥影响力。7。提高数据质量:机器学习算法可以检测和纠正数据集中的错误,从而导致更可靠的贫困测量值。8。灵活性:随着新型数据的可用类型(例如,社交媒体活动,互联网连接),可以对机器学习模型进行相应的调整,以将这些信息纳入贫困评估中。9。增强的预测能力:借助有关贫困趋势的历史数据,AI系统可以预测未来贫困条件的变化,并帮助预期的援助分配需求。10。透明度和可复制性:模型培训过程的详细文档,使其他研究人员可以验证发现并在现有工作基础上进行。但是,将机器学习用于贫困研究也存在挑战:1。数据隐私问题:通过手机收集个人信息需要仔细考虑用户同意和匿名技术。2。AI算法中的潜在偏差:如果初始数据集包含固有的偏见(例如,某些人口统计学的代表过多),则可以将这些偏差传播到模型输出中,除非主动解决。3。需要地面真理验证:尽管机器学习预测提供了有价值的见解,但仍必须针对实际的现场条件进行验证以确保准确性。4.可访问性障碍:并非所有区域都可以有效地实施AI解决方案所需的必要技术(例如,Internet连接)平等。5。围绕监视的道德考虑:数据收集实践的程度和性质应遵守严格的道德准则,以保护个人权利并防止滥用。6.从业者中的技能差距:有一个与采用这些新颖方法相关的学习曲线,需要向不熟悉高级分析工具的技能研究人员进行培训计划。尽管面临这些挑战,但将机器学习纳入贫困研究仍然有望促进我们对这一复杂问题的理解,同时实现了针对特定环境和不断发展的需求量身定制的更有效的政策响应。
人工智能代理商可以使互联网变黑
人工智能代理商可以使互联网变黑
2025-02-26 10:00:00
AI代理的兴起可能会破坏传统的互联网消费和交互模式,从而有可能改变用户访问信息和服务的方式。这些个性化的数字助手可能会接管诸如内容策划,决策和组织日常活动之类的任务,从而减少与网站和应用程序的直接消费者互动。硅谷对这种“代理愿景”充满热情,预测到2025年,AI代理商可能会显着改变技术格局,可能破坏主导的互联网公司。分析师认为,这些变化可能会导致消费者与技术互动的方式发生变化,绕过当前的聚合器(例如Google或Apple的App Store)。科技巨头和初创公司已经竞争控制未来的AI驱动界面,而有些人则通过Neuralink等技术设想了更直接的大脑计算机连接。
是否准备好,这里遇到AI的机器人
是否准备好,这里遇到AI的机器人
2025-02-26 09:23:00
Chipotle使用一个名为“ Ava Cado”的AI聊天机器人在3月至5月的繁忙季节雇用20,000名工人。AI工具旨在简化招聘过程,但由于误导申请人而面临批评,并造成与其他公司AI招聘工具相似的挫败感。尽管存在这些问题,但Chipotle报告说,自去年10月推出Ava Cado以来,应用率几乎翻了一番,而专家则指出,尽管目前限制了AI,但AI招聘的AI仍可能会继续增长。
中国:被AI女友欺骗后,男人损失了超过240万卢比|世界新闻 - 印度时报
中国:被AI女友欺骗后,男人损失了超过240万卢比|世界新闻 - 印度时报
2025-02-26 09:21:00
一名上海男子在被骗子欺骗了使用AI技术的骗子后,损失了约28,000美元,他假装是一个名叫“ Jiao女士”的女友。骗局涉及创建假识别和病历,以说服受害者出于各种原因汇款。CCTV报告说,骗子使用生成的AI来制作现实的视频和图像,从而导致全球越来越复杂的欺诈行为。Meta最近警告用户此类骗局在浪漫计划中利用AI技术。
亿万富翁戴维·泰珀(David Tepper)刚刚出售了亚马逊,元和甲骨文的股票,并购买了去年表现最佳的道琼斯股票和大型AI冠军的股票|Motley傻瓜
亿万富翁戴维·泰珀(David Tepper)刚刚出售了亚马逊,元和甲骨文的股票,并购买了去年表现最佳的道琼斯股票和大型AI冠军的股票|Motley傻瓜
2025-02-26 09:12:00
AI股票最近是主要市场驱动因素,因为它们的变革性潜在与电力和互联网相当。投资者正在寻找利用这一趋势的方法。Appaloosa Management的创始人David Tepper正在通过减少亚马逊和Meta平台等公司的持股,同时大大增加Nvidia的股份,从而转移了他的技术股票投资组合。Tepper认为NVIDIA的持续增长潜力在两年内大幅上涨,理由是该公司在AI芯片中的主导地位和强劲的收入增长。他建议投资者将其投资组合在高电势AI播放器中多样化,但由于其估值较低,因此将NVIDIA视为一种特别有吸引力的买入。
停止坡度!放弃大斋节的AI。
停止坡度!放弃大斋节的AI。
2025-02-26 09:06:55
文章讨论了人工智能(AI)的环境影响,尤其是其对水和能源的大量消费。作者与儿童表演Barney的口号相似,该秀在刷牙时促进了水的保护,作者建议放弃在大贷款期间放弃“不必要和轻率的” AI应用程序,以此作为打击气候变化的一种手段。文本强调了AI的浪费用途,例如产生感谢信或图像以进行个人娱乐,强调这些实践有助于环境退化,包括增加碳足迹和电子废物。它提出了几种方式,个人可以减少对AI的依赖,并提倡更加可持续和注意的技术。
2025-02-26 08:37:52
2025-02-26 08:32:00
2025-02-26 08:24:00