1. The U.S. technology sector shows resilience amid market volatility driven by trade wars and tariffs; 2. Seeking Alpha Quant identifies five AI stocks with strong valuations and high earnings growth potential despite tech sector declines; 3. These stocks delivered ~32% average returns over the past month and have a low PEG ratio (FWD) of 0.45.
Recent #artificial intelligence news in the semiconductor industry
➀ Anthropic co-founder Jack Clark dismisses DeepSeek's recent hype as 'perhaps a bit overblown';
➁ Clark acknowledges DeepSeek's 'clever algorithmic ideas' but suggests it is 'six to eight months behind US frontier companies';
➂ DeepSeek's cost-efficient model training has boosted confidence in China's AI industry;
➃ Anthropic CEO Dario Amodei calls for tighter chip exports to China in response to DeepSeek's success.
➀ Palantir Technologies Inc.'s mobile battlefield intelligence-gathering vehicle and trailer for the US Army is ranked as one of the top-performing programs by the Army's leaders.
➁ The company's $178 million Army contract is significant for Palantir as it tries to expand its artificial intelligence work with the US.
➂ The Titan system is scheduled to undergo combat-realistic operational testing and evaluation, a potential full-rate production decision, and initial fielding in the 2027-2028 timeframe.
1. The author reiterates a 'buy' rating for Palantir ahead of Q1 earnings, projecting 35.9% YoY revenue growth and 62.9% EPS growth; 2. Recent federal partnerships, including NATO's adoption of Palantir's Maven Smart System and collaboration with Google for FedStart, highlight growth momentum; 3. Strong AI-driven earnings from companies like ASML, TSMC, and Google reinforce optimism, with a $134 price target reflecting Palantir's role in the AI application phase.
➀ Researchers in the UK are developing a technology designed to identify individuals most likely to commit murder.
➁ The tool, known as 'sharing data to improve risk assessment,' analyzes crime data from various official sources.
➂ Concerns have been raised about potential biases against minorities and the privacy implications of using sensitive data.
Jülich researchers have introduced novel memristive components in Nature Communications, offering significant advantages over previous versions. These memristors are more robust, operate within a wider voltage range, and can be used in both analog and digital modes. They could address the issue of 'catastrophic forgetting' in artificial neural networks, where learned information is abruptly lost.
The researchers have implemented the new memristive element in a model of artificial neural networks, achieving high accuracy in pattern recognition. They plan to seek further materials for memristors that may perform even better than the current version.
➀ Many technical applications integrate new and autonomous functions, making them 'smart'. These products operate based on information from the environment and knowledge bases, evaluated through artificial intelligence methods.
➁ The success of such products depends on mastering today's innovation dynamics and increased product complexity from the idea phase through the entire lifecycle.
➂ The Fraunhofer Smart Systems Community supports companies and explores new dimensions for reliable, trustworthy, and secure applications.
1. JFrog has seen a 20% increase over the past six months due to robust growth and strategic partnerships, including with Amazon Web Services. 2. Its rapid growth is in line with the broader rally in the systems software industry driven by the AI boom. 3. Despite its high valuation, it maintains excellent momentum and long-term growth potential.
➀ The Würzburg University satellite SONATE-2 has successfully completed its one-year mission in space.
➁ The satellite, developed and built over three years by the team of Professor Hakan Kayal, achieved all mission objectives, including the training of artificial intelligence on board.
➂ SONATE-2 demonstrated the ability to autonomously recognize and photograph anomalies on the Earth's surface, such as the Nile and its surrounding green region.
➀ The Technical University of Darmstadt has introduced a state-of-the-art humanoid robot, TALOS, to its research portfolio, marking the launch of the new Laboratory for Humanoid Robotics.
➁ TALOS, from Pal Robotics, is a versatile robot capable of handling heavy objects, climbing stairs, and interacting with humans and mechanical colleagues.
➂ The robot is equipped with advanced sensors and computing power, including an AI accelerator, to perform complex tasks and movements.
Fraunhofer Heinrich-Hertz-Institut (HHI) has initiated the SUSTAINET project, a €30 million research effort to develop sustainable and resilient network technologies. The project, running from January 2025 to December 2027, aims to integrate fiber optics, radio, and mobile networks to improve network availability and sustainability. It is divided into three sub-projects focusing on advanced technologies, intelligent solutions, and sustainable network architectures.
1. Baidu's expected shift from AI affordability to AI monetization in 2025 justifies upgrading Baidu to a Buy rating. 2. Baidu's AI Cloud and Intelligent Driving businesses, along with the ERNIE bot, are poised for monetization, leveraging strong user acquisition and market share. 3. Despite expected revenue contraction in 2024, Baidu's valuation at 9x 2025 earnings looks attractive, with potential for revenue and earnings growth.
1. The U.S. stock market closed January with a nearly 3% advance despite a 1% retreat on the last trading day of the month. 2. Chinese AI startup DeepSeek's low-cost language model posed a challenge to U.S. tech giants. 3. The Federal Reserve's decision to hold interest rates steady after three consecutive cuts raised inflation concerns. 4. The Q4 earnings season saw major tech companies reporting results.
➀ DeepSeek's new model Janus-Pro-7B was quietly released on New Year's Eve.
➁ The release caused a significant drop in Nvidia's stock price and affected other major chip stocks.
➂ DeepSeek's cost-effective strategy has raised concerns about the investment returns of large tech companies in AI development.
1. Nvidia has shown exceptional performance due to AI-driven growth but faces shifting customer needs and regulatory headwinds, moderating future returns. 2. Despite these challenges, Nvidia still offers upside potential with projected revenue growth of 55-60% through FY26 and stable operating margins. 3. Regulatory risks and changing market needs present short-term headwinds, but Nvidia remains a high-quality, high-growth company with innovative chip products.
1. Accenture has recently seen weak performance due to slow growth and reallocation of IT budgets towards AI; 2. The asset-light, labor-intensive business model ensures predictable revenue and earnings, with a significant increase in AI-specific bookings expected to boost growth in 2025; 3. Despite high free cash flow and potential for acquisitions, ACN's premium valuation and moderate growth prospects limit substantial upside, leading to a Sell rating.
➀ Apple is developing its first custom server chip for AI processing; ➁ Codenamed 'Baltra', the chip is designed specifically for AI; ➂ The development marks a significant step in Apple's AI strategy.
1. Microsoft's Q4 FY2024 results demonstrated strong growth in cloud and AI; 2. Near-term challenges such as Azure's capacity issues and OpenAI losses are temporary; 3. Microsoft's competitive advantages and strong execution in cloud and productivity segments position it to outperform Wall Street's growth expectations.
1. Snowflake's stock faced challenges due to FY 2025 guidance and CEO retirement; 2. New CEO Sridhar Ramaswamy's AI expertise aims to close the gap with Databricks; 3. Snowflake Cortex enhances data workflows with AI but lacks advanced functionality; 4. Strategic partnership with Anthropic aims to integrate advanced LLMs.
➀ The rise of artificial intelligence and machine learning applications requires expanded memory capacity and data bandwidth;
➁ The CXL interface, based on PCIe, aims to provide low-latency, high-bandwidth connections for efficient memory sharing between devices such as CPUs, GPUs, and accelerators;
➂ The CXL interface allows Flash to overcome the semantic wall between DRAM and Flash, providing high capacity and low-cost memory.
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