
Nvidia CEO downplays role in lifting US ban on chip sales to China
CEO Jensen Huang, speaking Wednesday in the Chinese capital Beijing, was upbeat about the prospects for the H20 chip, which was designed to meet U.S. restrictions on technology exports to China but nonetheless blocked in April .

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Alibaba Group Holding Limited (BABA) Unveils Its Most Advanced AI Coding Tool
Alibaba Group Holding Limited (NYSE:BABA) is among the 13 Best Global Stocks to Buy Right Now. On July 23, the Chinese e-commerce giant announced the launch of Qwen3-Coder, a new open-source AI model for software development, which is also the company's most advanced coding tool to date. Christopher Penler / The news comes amid intense competition between Chinese technology firms in the global AI development race. Qwen3-Coder is built for tasks like code generation and managing complex coding workflows. Performance data released by Alibaba Group Holding Limited (NYSE:BABA) said the open-source coder outperformed rival models from DeepSeek and Moonshot AI. The tests also showed that Alibaba Group Holding Limited (NYSE:BABA)'s Qwen3-Coder either matched the performance or was just behind leading U.S. models, including OpenAI's GPT-4 and Anthropic's Claude, in certain areas. The company stated the following in a statement on Wednesday: 'Agentic AI coding is transforming software development by enabling more autonomous, efficient and accessible programming workflows. With its open-source availability, strong agentic coding capabilities, and seamless compatibility with popular developer tools and interfaces, Qwen3-Coder is positioned as a valuable tool for global developers in software development.' While we acknowledge the potential of BABA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Small Cap Defense Stocks to Buy According to Hedge Funds and 13 Best Booming Stocks to Buy Now. Disclosure: None. Melden Sie sich an, um Ihr Portfolio aufzurufen.
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Meta just hired the co-creator of ChatGPT in an escalating AI talent war with OpenAI
Meta hires Shengjia Zhao, ChatGPT co-creator, as chief scientist of its Superintelligence Labs. Mark Zuckerberg is on a multibillion-dollar AI spending spree, which includes poaching talent. Other tech CEO have mixed opinions about Zuckerberg's recruitment approach. Meta just escalated the AI talent war with OpenAI. Shengjia Zhao, a co-creator of ChatGPT and former lead scientist at OpenAI, is joining Meta as chief scientist of its Superintelligence Labs. CEO Mark Zuckerberg announced Zhao's appointment on Friday in a social media post, and called him a "pioneer" in the field who has already driven several major AI breakthroughs. Zhao previously helped build GPT-4 and led synthetic data efforts at OpenAI. According to the post, Zhao will now work directly with Zuckerberg and Meta's newly appointed chief AI officer, Alexandr Wang, the founder and CEO of Scale AI. The new hire comes during Zuckerberg's multibillion-dollar AI spending spree, including a $15 billion investment in Scale AI and the creation of Meta Superintelligence Labs, a new division focused on foundational models and next-gen research. In addition to Zhao, the company has lured away the three researchers who built OpenAI's Zurich office — Lucas Beyer, Alexander Kolesnikov, and Xiaohua Zhai — all of whom previously also worked at Google's DeepMind. The Superintelligence Labs team is now comprised of a lineup of names previously seen with OpenAI, Anthropic, and Google. But the war for AI talent is far from over. Databricks VP Naveen Rao likened the competition to "looking for LeBron James," estimating that fewer than 1,000 people worldwide can build frontier AI models. Companies without the cash for massive pay packages are turning to hackathons and computing power as incentives. Perplexity CEO Aravind Srinivas said a Meta researcher he tried to poach told him to ask again when the company has "10,000 H100s." AI tech workers have previously told Business Insider that Meta's Mark Zuckerberg has been emailing prospects directly and even hosting AI researchers at his home, while OpenAI CEO Sam Altman has made personal calls to potential hires. Tech company executives have mixed feelings about Meta's poaching efforts. "Meta right now are not at the frontier, maybe they'll they'll manage to get back on there," said Demis Hassabis, the CEO of Google DeepMind, on an episode of the "Lex Fridman Podcast," which aired on Friday. "It's probably rational what they're doing from their perspective because they're behind and they need to do something," Hassabis added. During a July 18 episode of the podcast "Uncapped with Jack Altman," OpenAI CEO Sam Altman criticised some of Meta's "giant offers" to his company's employees, and called the strategy "crazy." "The degree to which they're focusing on money and not the work and not the mission," said Sam Altman. "I don't think that's going to set up a great culture." Meta and OpenAI did not immediately respond to requests for comments. Read the original article on Business Insider
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Top Research Reports for NVIDIA, Netflix & Goldman Sachs
Friday, July 25, 2025 The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including NVIDIA Corp. (NVDA), Netflix, Inc. (NFLX), and The Goldman Sachs Group, Inc. (GS), as well as a micro-cap stock, AMREP Corp. (AXR). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country. These research reports have been hand-picked from the roughly 70 reports published by our analyst team today. You can see all of today's research reports here >>> Ahead of Wall Street The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning. You can read today's AWS here >>> Pre-Markets Moderate in the Green for Another Up-Week NVIDIA's shares have outperformed the Zacks Semiconductor - General industry over the past year (+54.7% vs. +45.3%). NVIDIA is benefiting from the strong growth of artificial intelligence (AI) and high-performance, accelerated computing. The growing demand for generative AI and large language models using graphics processing units (GPUs) based on NVIDIA's Hopper and Blackwell architectures is aiding data center revenues. However, a limited supply of Blackwell GPUs could hinder its ability to meet demand. Rising costs associated with the production of more complex AI systems will hurt margins. (You can read the full research report on NVIDIA here >>>) Shares of Netflix have outperformed the Zacks Broadcast Radio and Television industry over the past year (+87.0% vs. +66.6%). Netflix delivered strong second-quarter results with earnings of $7.19 per share (beating estimates by 1.7%) and revenue of $11.07 billion (up 16% YoY). The quarter was highlighted by Squid Game S3 becoming the company's sixth biggest season ever with 122M views. Operating income surged 45% to $3.8 billion with margins expanding to 34% from 27% last year, driven by price increases and low churn rates. Netflix raised its full-year 2025 revenue guidance to $44.8-$45.2 billion and increased operating margin targets to 29.5%. (You can read the full research report on Netflix here >>>) Goldman Sachs' shares have outperformed the Zacks Financial - Investment Bank industry over the past year (+44.1% vs. +39.8%). The company's second-quarter 2025 results benefited from solid growth in the Global Banking & Markets division. Its refocus on the core strengths of investment banking (IB) and trading businesses through restructuring, along with acquisitions and expansion in private equity credit, is expected to boost global presence and diversify revenues. However, given the current geopolitical concerns, Goldman's high dependence on overseas revenues is worrisome. Also, the company's rising expenses due to ongoing investments in technology are concerning. (You can read the full research report on Goldman Sachs here >>>) Shares of AMREP have outperformed the Zacks Real Estate - Development industry over the past year (+2.7% vs. -14.1%). AMREP's net income surged 246.5% to $8.8 million for the nine months ended Jan. 31, 2025, with earnings per diluted share rising from $0.48 to $1.64. Home sales revenue grew 93.3% to $18.4 million, supported by strong demand in New Mexico, with 101 homes in production. However, elevated mortgage rates and affordability concerns may pressure future growth. AMREP faces risks from land sale concentration, project delays, and declining investment asset sales, impacting growth sustainability. (You can read the full research report on AMREP here >>>) Other noteworthy reports we are featuring today include AstraZeneca PLC (AZN), Gilead Sciences, Inc. (GILD), and Snap Inc. (SNAP). Mark VickerySenior Editor Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>> Today's Must Read NVIDIA (NVDA) Rides on Strong Adoption of GPUs, Partnerships Netflix (NFLX) Rides on Subscriber Growth, Original Content Strength in IB Business Aids Goldman (GS) Amid Cost Woes Featured Reports Key Drugs Aid AstraZeneca (AZN) Sales, Pipeline StrongAstraZeneca's key drugs like Lynparza, Tagrisso, Imfinzi and Farxiga should continue to drive sales. Per the Zacks analyst, its pipeline is strong, with pivotal data readouts lined up. HIV Franchise Fuel Gilead (GILD) Amid Oncology ChallengesPer the Zacks analyst, Gilead's strong momentum in HIV franchise and Liver disease franchise drive growth for the company. However, the Cell therapy franchise is facing challenges. Strategic Investments, Acquisitions Aid California Water (CWT)Per the Zacks analyst, California Water's infrastructure investments should help it provide reliable services. It gains from the expansion of operations through acquisitions and organic activities. Kirby (KEX) Benefits From Share Buyback Amid Rising ExpensesPer the Zacks analyst, rewarding shareholders through share buybacks boosts investor confidence and positively impacts Kirby's bottom line. Rising expenses continue to act as a concern. Subscriber Strength Aids America Movil (AMX) Amid Tariff WoesPer the Zacks analyst, increasing user count and widespread revenue growth across all business units and regions are driving America Movil's performance. U.S.-imposed tariff uncertainty concerns. Casey's (CASY) Grocery & General Merchandise Unit to Fuel Sales Per the Zacks analyst, expanded assortment of Grocery & General Merchandise category are likely to fuel Casey's sales. The segment recorded same-store sales growth of 1.8% in the fourth-quarter. Walgreens (WBA) Gains on U.S. Retail Growth, New LaunchesThe Zacks analyst is upbeat on Walgreens' U.S Retail Pharmacy's turnaround, driven by new strategic merchandising initiatives and omni-channel expansion. Recent product launches also seem strategic. New Upgrades EchoPark Segment Strength Aids Sonic Automotive (SAH)EchoPark posted record Q2 income, emerging as Sonic's key growth driver. The Zacks analyst sees its data-driven inventory strategy and refined business model powering continued momentum ahead. Tenet (THC) to Gain From USPI Strength & Strategic DivestmentsPer the Zacks analyst, the rising surgical cases in the USPI business will drive Tenet Healthcare's performance, while divestments will help allocate capital to higher-return investments. Solid User Growth & Premium Content Demand Aids Snap (SNAP)Per the Zacks analyst, Snap benefits from an improving user growth driven by strong adoption of Augmented Reality (AR) Lenses and demand for premium content including Shows. New Downgrades Core Lab's (CLB) Revenue Hurt by Ongoing Sanction & TariffsThe Zacks analyst believes that despite partial recovery in assay services in Q2, uncertainty still looms over Core's revenue due to ongoing geopolitical conflicts and sanctions & tariffs. Weyerhaeuser (WY) is Hurting From Macro Risks & High CostsPer the Zacks analyst, Weyerhaeuser's prospects are hurting from the ongoing global market uncertainties and elevated cost and expense structure. A pause on China export concerns its sales volume. High Costs & Macro Woes Ail BJ's Restaurants (BJRI) ProspectsPer the Zacks analyst, BJ's Restaurants operations are likely to be affected by food inflation and potential tariff-related margin pressures. Also, an uncertain macro environment pose concerns. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The Goldman Sachs Group, Inc. (GS) : Free Stock Analysis Report AstraZeneca PLC (AZN) : Free Stock Analysis Report Netflix, Inc. (NFLX) : Free Stock Analysis Report Gilead Sciences, Inc. (GILD) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Snap Inc. (SNAP) : Free Stock Analysis Report AMREP Corporation (AXR): Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research