
Who, Exactly, Is the ‘Netflix of AI' For?
The company describes its software, which went public Wednesday and is currently available via its Discord, as '[an] AI platform that puts a studio at your fingertips, where anyone can create, watch, and personalize series and stories.' More specifically, it allows users to use keywords to create scenes or episodes of animated cartoon shows, either of the user's own creation or (more likely, and easily) from existing templates of television programs.

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Lumen Technologies (LUMN) Extends Losing Streak on Wider Losses
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Microsoft CEO sends a surprising message on quantum computing
Microsoft CEO sends a surprising message on quantum computing originally appeared on TheStreet. We're used to Big Tech and Microsoft () being deep in AI. But now, Microsoft just made quantum feel a whole lot less sci-fi. CEO Satya Nadella isn't pitching a pipe dream, and if you thought you'd have to wait decades, think again. On Microsoft's latest earnings call, Nadella hailed quantum as 'the next big accelerator in the cloud,' and unlike most tech hype cycles, he came with receipts. 💵💰💰💵 What we see now is bigger than a quarter; it's a total reshaping of a cloud strategy, which could completely upend the AI race. Microsoft's AI-cloud engine keeps gaining steam Microsoft's fourth-quarter FY2025 results once again blew past expectations, while underscoring the depth of its cloud-AI momentum. Revenue hit a superb $76.44 billion with earnings per share at $3.65, comfortably topping Wall Street it was Azure's 39% year-over-year growth that stole the show again, supercharged by surging AI workloads and sticky enterprise demand. Investors focused on supply and not demand as the key limiter. Microsoft flagged a coming $30 billion capex surge in expanding data center capacity, responding to the AI-driven pressure on compute availability. That massive bet is already paying dividends. Microsoft Cloud's mix continues to show off sticky migration trends, growing inference activity, and healthy adoption of AI tools like Copilot. The software, infrastructure, and services flywheel is spinning faster each quarter. Analysts took note. KeyBanc upgraded the stock to Overweight, slapping a $630 price target, citing Microsoft's robust ability to maintain double-digit top and bottom-line growth. Mizuho and Melius Research chimed in, too, hailing MSFT stock a 'must-own' as it inches closer to a $4 trillion market cap. That said, over the past year, Microsoft stock has killed it, posting a 27% bump year-to-date, compared to just a 7.8% jump in S&P 500 returns. Near-term momentum has also been impressive, with Microsoft boasting a 24% return, dwarfing broader-market gains. Consequently, it's now trading at remarkably lofty pricing multiples, at over 34 times non-GAAP earnings, roughly 8% higher than its five-year average. Similarly, it's trading at 12x forward sales, approximately 10% higher than its five-year average. Microsoft leans into quantum milestone with Atom Computing Microsoft's quarterly call wasn't simply about earnings, but signaled a major paradigm shift. CEO Nadella used the July 30 earnings call to spotlight quantum as a now-now story. "The next big accelerator in the cloud will be Quantum, and I'm excited about our progress," he said. That progress is far from being hypothetical. Nadella grounded the claim with real-world momentum: "In fact, earlier this month, we announced the world's first operational deployment of a Level 2 Quantum computer in partnership with Atom Computing."That July 2025 milestone effectively turned Microsoft's quantum initiatives from a lab curiosity into a public inflection point. He further said, "This is how we will continue to think and make investments, with decade-long arcs, while making progress every quarter.' Microsoft is building Magne, a robust neutral-atom quantum system with Atom Computing. Construction begins in fall 2025, with early workloads targeted for 2027. The effort blends Azure's cloud exploits with Atom's hardware, which is part of a bigger bet on fault-tolerant systems. Across Big Tech, quantum is heating up just like the AI arms race. Google and IBM are backing superconducting paths, and though Microsoft is chasing a different lane, the goals are converging. More News: Warren Buffett unloads $1.2 billion of this popular tech stock Wall Street firm drops bold S&P 500 call after White House trade moves Jim Cramer sounds off on tariffs, hot economy, and interest rate pressures Nadella bets that Microsoft's momentum in AI and cloud can effectively compound into quantum, and that bet just got a major signal boost. Quantum's inflection point is coming into view The quantum computing industry has been building a healthy head of steam of late. In June, Nvidia CEO Jensen Huang put it bluntly: 'There's an inflection point happening in quantum computing,' suggesting that hybrid quantum-classical systems could potentially offer real-world utility soon. Billionaire tech magnate Bill Gates is even more bullish, predicting usable breakthroughs within three to five years. On top of that, the economics are catching up to the breakthrough technology as well. McKinsey's 2025 Quantum Technology Monitor pegs the quantum ecosystem's potential at a whopping $100 billion by 2035. Similarly, Fortune Business Insights projects it could jump over $1 billion in 2024 to $12.6 billion by 2032, clocking a powerful compound annual growth rate of close to 35%. Investors aren't waiting for perfect conditions. Cathie Wood's ARK Invest is leaning into the space with its thesis: 'The only way to predict the future is to invent it.' Put simply, the framing around quantum is shifting at a breakneck CEO sends a surprising message on quantum computing first appeared on TheStreet on Aug 2, 2025 This story was originally reported by TheStreet on Aug 2, 2025, where it first appeared. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
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Roku Inc. (ROKU) Falls 15% on Profit-Taking, Macro Uncertainty
We recently published . Roku Inc. (NASDAQ:ROKU) is one of the worst-performing stocks on Friday. Shares of Roku Inc. fell by 15.06 percent on Friday to finish at $79.98 apiece amid a combination of profit-taking and broader market pessimism from President Donald Trump's new wave of tariffs on all US imports. On the same day, Roku Inc. (NASDAQ:ROKU) released the results of its earnings performance for the second quarter of the year, where it swung to a $10.5 million net income from a $33.9 million net loss in the same period last year. Total net revenues increased by 14.8 percent to $1.1 billion from $968 million in the same period last year, driven by the strong performance in video advertising and the successful acquisition of Frndly. Copyright: adrianhancu / 123RF Stock Photo In the first half, Roku Inc. (NASDAQ:ROKU) remained at a net loss of $16.9 million, albeit lower by 80 percent versus the $84.8 million in the same period last year. Total revenues grew by 15 percent to $2.13 billion from $1.85 billion year-on-year. Looking ahead, Roku Inc. (NASDAQ:ROKU) said it expects to book $10 million in net income and $1.205 billion in revenues in the third quarter of the year, and $20 million in net income and $4.65 billion in revenues full year 2025. While we acknowledge the potential of ROKU as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the .