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A Claude Agent Bought These 2 Trillion-Dollar Artificial Intelligence (AI) Stocks Before the Ceasefire With Iran. Now They Are Both Rallying -- Is It Too Late to Buy? | The Motley Fool An AI agent using Anthropic's Claude models逆势而行，在市场因伊朗停火协议前的地缘政治动荡而下跌时，反而增加了对微软和博通的持仓。如今，这两只股票都在上涨。Claude通过分析财务报表、验证订单履行情况并评估采用曲线来做出决策，不受情绪影响，寻找估值与内在复利增长能力之间的最大差距。尽管华尔街看到的是过度风险，但Claude发现了不对称性，认为微软和博通的未来发展前景良好，尤其是在人工智能基础设施建设方面。 When geopolitical tremors rocked the stock market ahead of the Iran ceasefire, most investors pounded the sell button. But an artificial intelligence (AI) agent built on Anthropic's Claude models did the opposite -- quietly loading up on Microsoft ( MSFT +1.47% ) and making Broadcom ( AVGO +0.64% ) its single largest position. Now, both stocks are surging. The AI agent's move wasn't a lucky guess. It was the product of a system unburdened by fear -- one that analyzes balance sheets, validates backlog pipelines, and assesses adoption curves. While Wall Street scanned the same data and saw outsize risk, Claude identified asymmetry. Image source: Getty Images. Unlike humans, AI agents are unemotional Claude's portfolio isn't influenced by headlines or rhetoric that drive stock momentum. Rather, the algorithm runs on ruthless optimization: locating the widest gaps between valuation and intrinsic compounding power. In late March, an account on X (formerly Twitter) known as The Claude Portfolio revealed that a custom agent allocated 10% of the fund to Broadcom and swapped 8% of its turnover budget into Microsoft. Positions of this size are not incremental tweaks. They represent high-conviction ideas within the broader portfolio because Claude's models calculated expected returns north of 20% while the next-best names hovered around low single digits. The difference between a Claude agent and a real-life analyst isn't an ability to process data faster. It's simply that bots lack the emotions driving sentiment and psychology. Therefore, it behaves differently compared to a human. Humans have a habit of fixating on the latest headline, rumor, or one specific figure from an earnings report. Claude, by contrast, treats these variables as inputs to its model rather than as definitive conclusions. In essence, AI dilutes potential concerns into simple questions: In 10 years, which companies are positioned to own the rails of artificial intelligence? At what price is this infrastructure being offered today? The ceasefire in Iran was, frankly, just noise rattling the technology sector. The ongoing structural buildout of AI is what's most relevant to the storyline. Microsoft remains a quality compounder despite a temporary fire sale Prior to its bounce back post-ceasefire, Microsoft stock had fallen roughly 28% from its highs -- its worst start to the year since 2008 . The company was trading at a forward price-to-earnings (P/E) multiple of 20 -- 34% below the software sector average and the cheapest valuation in five years. To Claude, this valuation compression wasn't a signal of weakness or fracture in Microsoft's business. The selling pressure was merely a mispricing of one of the world's largest enterprise cloud platforms at a moment when its fortress was widening. Claude identified two vectors colliding simultaneously. First, Azure is guiding for 38% growth next quarter, supported by a staggering $625 billion revenue backlog. Second, Copilot crossed 4.7 million paid subscribers, proving that generative AI is not a science experiment but a legitimate revenue engine embedding itself inside Office -- one of the most sticky enterprise software suites on the planet. The risk to Microsoft's growth seems obvious: Over $100 billion in AI capital expenditures will compress free cash flow in the near term. But Claude views this spending far differently than Wall Street. The AI trading model sees Microsoft's infrastructure budget not as a capital drain but more as the required price of scaling operating systems for the AI era. If Azure continues to grow and Copilot keeps embedding across Microsoft's vast ecosystem, the current multiple compression should be temporary as the company's earnings power becomes a staple. Wall Street is pricing Microsoft for fear, whereas Claude is pricing the internet giant as a long-term compounder. Today's Change (1.47%) $6.15 Current Price $424.22 Broadcom is quietly becoming the pick-and-shovel king of custom silicon While Microsoft supplies cloud infrastructure, Broadcom supplies the silicon that fuels cloud intelligence. In late March, the Claude agent made Broadcom 10% of the portfolio -- its largest single position. Why was Claude so bullish on Broadcom? Because the AI recognizes that Broadcom has built a near-monopoly in the custom AI chip landscape -- controlling 60% to 80% of the custom silicon market . These chips, known as application-specific integrated circuits (ASICs), are specialized accelerators that hyperscalers use to train and run next-generation models. During the first quarter, AI semiconductor revenue grew 106% year over year to $8.4 billion, while Broadcom's order book is on pace to reach $100 billion through 2027 . Notably, Broadcom boasts hyperscalers including Alphabet , Meta Platforms , and OpenAI as part of its growing backlog. Shortly after the earnings report, the thesis around Broadcom was validated as Google extended its TPU partnership through 2031. Moreover, Anthropic has committed to 3.5 gigawatts of Broadcom-powered AI TPUs starting next year. Analyst Vijay Rakesh from Mizuho estimates that the Anthropic relationship alone could add $21 billion in revenue for Broadcom this year and reach $42 billion by 2027. While Wall Street discounts semiconductor stocks for cyclical risk amid macro uncertainty, Claude sees structural inevitability: AI hyperscalers are racing to build their own silicon because clusters of general-purpose chips are no longer enough to keep pace with new applications across agentic AI, robotics, and autonomous systems. Broadcom isn't selling commoditized shovels. The company is designing the custom-forged steel from which the shovels are made. When the ceasefire was announced and sentiment flipped, Broadcom stock simply rerated to the backlog that's been supporting the company's growth trajectory all along. Is it too late to buy Microsoft or Broadcom stock? Claude didn't buy Microsoft and Broadcom as swing trades . The agent understands that the next decade of AI will run on their rails, and those rails are only beginning to be laid. For human investors willing to adopt a similar disciplined approach to an AI-optimized portfolio, the opportunities Claude spotted are still very much alive.
我测试了 ChatGPT Plus 与 Gemini Pro，看看哪个更好 - 以及是否值得切换
ZDNET 对 ChatGPT Plus 和 Gemini Pro 的比较表明，Gemini Pro 在写作和生态系统集成方面具有优势，而 ChatGPT Plus 在代理 AI 功能方面胜出。两者的价格均为每月 19.99 美元，但提供的功能各不相同：Gemini 凭借 Google Workspace 集成和卓越的演示文稿创建而大放异彩，而 ChatGPT 则提供内置代理模式来处理复杂的任务。在 10 项测试中，Gemini Pro 以两场胜利略微领先，而 ChatGPT Plus 只赢得一场胜利，其余均以平局告终。
日产的卷土重来计划：人工智能、混合动力和 Xterra 的回归
日产通过“日产愿景”活动概述了其未来计划，重点关注人工智能（AI）集成、混合动力技术以及精简车型阵容。主要举措包括人工智能驱动技术 (AIDT)、适用于 2027 年 Rogue/X-Trail E-Power Hybrid 等车辆的新型混合动力系统，以及采用非承载式车身结构的 Xterra SUV 的回归。该公司的目标是将其全球产品线从 60 多种车型减少到 45 种左右，同时目标是到 2030 年增加每种型号的销量，并在美国/加拿大年销量达到 100 万辆。首席执行官 Ivan Espinosa 强调客户体验是重中之重，旨在提供可靠的产品和技术，增强移动体验。
OpenAI 收购了人工智能个人理财初创公司 Hiro |TechCrunch
OpenAI 收购了成立于 2024 年的个人理财初创公司 Hiro Finance，这被视为收购行为，因为 Hiro 将于 4 月 20 日关闭运营，并在 5 月 13 日之前删除所有数据。收购条款尚未披露。Hiro 的人工智能工具为消费者提供财务规划帮助。该公司得到了 Ribbit 和其他投资者的支持，但没有透露融资细节。Hiro 创始人 Ethan Bloch 宣布 Hiro 员工将转向 OpenAI，但未具体说明涉及的员工人数。此次收购是继 OpenAI 之前在金融领域的收购之后进行的，可能表明其将向财务规划工具领域扩张，或者是为了提高机器人股票交易代理 OpenClaw 用户的受欢迎程度。
德克萨斯州男子被指控向萨姆·奥尔特曼家投掷燃烧弹
20 岁的德克萨斯州男子丹尼尔·莫雷诺-伽马 (Daniel Moreno-Gama) 被指控试图纵火焚烧 OpenAI 总部，并向首席执行官山姆·奥尔特曼 (Sam Altman) 位于旧金山的家投掷燃烧弹。莫雷诺-伽马被捕时携带了一份“反人工智能”文件，其中包含对奥特曼的威胁。他面临企图用爆炸物造成伤害和持有未注册枪支的指控，如果罪名成立，可能会导致最高 20 年的监禁。
Anthropic 暂时禁止 OpenClaw 的创建者访问 Claude |TechCrunch
OpenClaw 的创建者 Peter Steinberger 最初因与 Anthropic 模型一起使用 OpenClaw 相关的“可疑”活动而面临 Anthropic 的停职。该事件在网上疯传后，他的账户被恢复，一位 Anthropic 工程师澄清说，没有人因使用 OpenClaw 而被禁止。在 Anthropic 决定终止 OpenClaw 等第三方工具的免费订阅后，Steinberger 的问题出现了，导致用户成本增加。斯坦伯格指责 Anthropic 在将类似功能纳入其自己的代理 Cowork 后改变了定价。他为自己的行为进行了辩护，称他仅将 Claude 用于必要的测试目的，并强调了他在 OpenClaw 基金会的工作与他在 OpenAI 的角色之间的区别。
在人为企业推动下，软件股再次下跌。特朗普称赞 Palantir。
由于投资者担心 OpenAI 和 Anthropic 等人工智能系统开发商可能威胁传统软件业务，软件股周五再次遭遇低迷。投资者担心生成式人工智能编码工具和自动化人工智能助手对传统软件产品的增长和利润率的影响。关键行业指数 iShares Expanded Tech-Software Sector ETF 反映了这种情绪。
从“BuddhaBot”到 1.99 美元的 AI Jesus 聊天，基于信仰的科技热潮已经来临
对于福音派基督徒来说，一家名为“Just Like Me”的科技公司提供视频通话服务，其中人工智能生成的耶稣化身可以提供祈祷和鼓励。基于信仰的人工智能工具的这种趋势引发了人们对技术在宗教实践、道德和监管中的作用的质疑。卡梅伦·帕克（Cameron Pak）等开发者正在为基督教应用程序制定标准，以确保它们不会歪曲宗教或经文。然而，人们对数据隐私、错误信息以及公司可能为了传教或经济利益而滥用数据的担忧依然存在。随着人工智能更多地融入社会，宗教领袖和学者们关于其对心理健康和精神指导的影响的争论仍在继续。
AI 代理的内存扩展
内存扩展作为代理设计中的一个新轴被引入，其中人工智能代理的性能通过存储在内存中的更多累积信息（例如过去的对话、用户反馈和业务上下文）来提高。这与专注于更强模型或更好提示的传统方法形成鲜明对比。Databricks 使用 ALHF、MemAlign 和 Instructed Retriever 进行的实验表明，代理通过持久记忆变得更加有帮助。内存扩展在部落知识丰富的企业环境中特别有效。该研究强调了对可扩展存储解决方案、高效内存管理和稳健治理的需求，以确保准确且可访问的内存增长。这种新方法旨在使人工智能代理在正常使用的基础上不断改进，超越人类注释和昂贵的手工设计指令的限制。
跟踪受害者起诉 OpenAI，声称 ChatGPT 助长了施虐者的妄想并无视她的警告 |TechCrunch
一位名叫 Jane Doe 的女士在加利福尼亚州对 OpenAI 提起诉讼，声称该公司的技术加剧了她前男友对她的骚扰，因为前男友相信自己已经找到了治疗睡眠呼吸暂停的方法。原告声称，尽管针对用户的威胁行为发出了三项警告，包括表明可能涉及大规模伤亡武器的内部标记，但 OpenAI 未能采取充分行动，并允许该帐户保持活跃状态。Jane Doe 正在寻求惩罚性赔偿，并请求颁发限制令，以防止 ChatGPT 促成的进一步骚扰。该案件凸显了人们对人工智能在现实世界中的风险和造成伤害的可能性的担忧。
