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- a4xrbj1a4xrbj1
  ·08-04
  Anthropic better IPO soon or they can forget about cashing in. They won't be able to hold these high prices for much longer as the Chinese models are not only cheap but also only slightly behind in quality. So using Kimi K3 or better GLM 5.2 for running adversarial agents is a much better choice than using Claude Code ones, especially as running the same model doesn't make so much sense.
  DeepSeek's New AI Model Is By Far The Cheapest Of Well-Known Models To Run, Research Firm Says
  DeepSeek's New AI Model Is By Far The Cheapest Of Well-Known Models To Run, Research Firm Says
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- OngJHOngJH
  ·07-31
  AI over charges
  OpenAI Annualized Revenue Accelerates, CFO Says Internally: July Alone Surpassed Entire Q2
  OpenAI is ramping up its revenue curve at a staggering pace. The chief financial officer of the world's most influential AI company disclosed in an internal meeting that the company's monthly...
  OpenAI Annualized Revenue Accelerates, CFO Says Internally: July Alone Surpassed Entire Q2
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- Santa GhoshSanta Ghosh
  ·07-27
  Share your opinion about this news…
  NVIDIA Proposes $250 Billion Guarantee For OpenAI Data Center, AI Infrastructure Ties Enter New Phase
  NVIDIA is proposing to provide up to $250 billion in financing guarantees for OpenAI, specifically supporting SoftBank's development of a 10-gigawatt super data center in Ohio. This move breaks...
  NVIDIA Proposes $250 Billion Guarantee For OpenAI Data Center, AI Infrastructure Ties Enter New Phase
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- Tiger 123Tiger 123
  ·07-20
  Still loads to go and increasing need to invest in further AI to safeguard and improve cyber safety and protection.
  Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities
  Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities
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- Enson78Enson78
  ·07-09
  This guy just want to cover his axx. AI development just in junior to mid lever. Not even middle stage yet. AI software will improve alot this two year. After that will slow down, it is just started. This guy just investors not doing any AI involvement.
  AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
  AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
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- Enson78Enson78
  ·07-09
  Bullshit. Only three years later or even more year doom will come. AI robot will improve alot this two year. Only after two year will slow down.
  AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
  AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
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- 仙逆王林曾牛许木仙逆王林曾牛许木
  ·06-24
  Sell sell.
  Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities
  Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities
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- a4xrbj1a4xrbj1
  ·08-04
  Anthropic better IPO soon or they can forget about cashing in. They won't be able to hold these high prices for much longer as the Chinese models are not only cheap but also only slightly behind in quality. So using Kimi K3 or better GLM 5.2 for running adversarial agents is a much better choice than using Claude Code ones, especially as running the same model doesn't make so much sense.
  DeepSeek's New AI Model Is By Far The Cheapest Of Well-Known Models To Run, Research Firm Says
  DeepSeek's New AI Model Is By Far The Cheapest Of Well-Known Models To Run, Research Firm Says
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  3
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- OngJHOngJH
  ·07-31
  AI over charges
  OpenAI Annualized Revenue Accelerates, CFO Says Internally: July Alone Surpassed Entire Q2
  OpenAI is ramping up its revenue curve at a staggering pace. The chief financial officer of the world's most influential AI company disclosed in an internal meeting that the company's monthly...
  OpenAI Annualized Revenue Accelerates, CFO Says Internally: July Alone Surpassed Entire Q2
  318 Comment
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- Santa GhoshSanta Ghosh
  ·07-27
  Share your opinion about this news…
  NVIDIA Proposes $250 Billion Guarantee For OpenAI Data Center, AI Infrastructure Ties Enter New Phase
  NVIDIA is proposing to provide up to $250 billion in financing guarantees for OpenAI, specifically supporting SoftBank's development of a 10-gigawatt super data center in Ohio. This move breaks...
  NVIDIA Proposes $250 Billion Guarantee For OpenAI Data Center, AI Infrastructure Ties Enter New Phase
  232 Comment
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- Tiger 123Tiger 123
  ·07-20
  Still loads to go and increasing need to invest in further AI to safeguard and improve cyber safety and protection.
  Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities
  Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities
  1.05K Comment
  3
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- Enson78Enson78
  ·07-09
  This guy just want to cover his axx. AI development just in junior to mid lever. Not even middle stage yet. AI software will improve alot this two year. After that will slow down, it is just started. This guy just investors not doing any AI involvement.
  AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
  AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
  1.22K Comment
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- Enson78Enson78
  ·07-09
  Bullshit. Only three years later or even more year doom will come. AI robot will improve alot this two year. Only after two year will slow down.
  AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
  AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
  694 Comment
  4
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- 仙逆王林曾牛许木仙逆王林曾牛许木
  ·06-24
  Sell sell.
  Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities
  Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities
  1.16K Comment
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They won't be able to hold these high prices for much longer as the Chinese models are not only cheap but also only slightly behind in quality. So using Kimi K3 or better GLM 5.2 for running adversarial agents is a much better choice than using Claude Code ones, especially as running the same model doesn't make so much sense.","listText":"Anthropic better IPO soon or they can forget about cashing in. They won't be able to hold these high prices for much longer as the Chinese models are not only cheap but also only slightly behind in quality. So using Kimi K3 or better GLM 5.2 for running adversarial agents is a much better choice than using Claude Code ones, especially as running the same model doesn't make so much sense.","text":"Anthropic better IPO soon or they can forget about cashing in. They won't be able to hold these high prices for much longer as the Chinese models are not only cheap but also only slightly behind in quality. So using Kimi K3 or better GLM 5.2 for running adversarial agents is a much better choice than using Claude Code ones, especially as running the same model doesn't make so much sense.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/592904615126504","repostId":"1165483356","repostType":2,"repost":{"id":"1165483356","kind":"news","weMediaInfo":{"introduction":"AI Supply Chain Video Tracker","home_visible":1,"media_name":"AI Industry Frontlines","id":"1042425491","head_image":"https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a"},"pubTimestamp":1785758040,"share":"https://ttm.financial/m/news/1165483356?lang=en_US&edition=fundamental","pubTime":"2026-08-03 19:54","market":"hk","language":"en","title":"DeepSeek's New AI Model Is By Far The Cheapest Of Well-Known Models To Run, Research Firm Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1165483356","media":"AI Industry Frontlines","summary":"","content":"","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDeepSeek's New AI Model Is By Far The Cheapest Of Well-Known Models To Run, Research Firm Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1042425491\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">AI Industry Frontlines </p>\n<p class=\"h-time\">2026-08-03 19:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","02513":"智谱","00100":"MINIMAX-W","GOOG":"谷歌","GOOX":"2倍做多GOOG ETF-T-REX"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165483356","news_type":1,"symbols_score_info":{"GOOP":0.6,"GOOG":2,"GOOX":0.6,"02513":2,"00100":2}},"isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4165402247123562","authorId":"4165402247123562","name":"Harrychuang","avatar":"https://community-static.tradeup.com/news/e5d6f8624454b0df93f3602c9f7517ef","crmLevel":12,"crmLevelSwitch":1,"idStr":"4165402247123562","authorIdStr":"4165402247123562"},"content":"$960 billion was during the high bullishness when there was no competitors. Now we know the opened models are good enough even for American users at one fifth the Anthropic price, theoretically it is fair to value it at $170 billion only. Attempt if IPO at $969 billion will be a big flop.","text":"$960 billion was during the high bullishness when there was no competitors. Now we know the opened models are good enough even for American users at one fifth the Anthropic price, theoretically it is fair to value it at $170 billion only. Attempt if IPO at $969 billion will be a big flop.","html":"$960 billion was during the high bullishness when there was no competitors. Now we know the opened models are good enough even for American users at one fifth the Anthropic price, theoretically it is fair to value it at $170 billion only. Attempt if IPO at $969 billion will be a big flop."},{"author":{"id":"4164229233165752","authorId":"4164229233165752","name":"PJE","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"idStr":"4164229233165752","authorIdStr":"4164229233165752"},"content":"Not really, I tried for 6 months, DeepSeek is not even close","text":"Not really, I tried for 6 months, DeepSeek is not even close","html":"Not really, I tried for 6 months, DeepSeek is not even close"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":591574219371096,"gmtCreate":1785458315240,"gmtModify":1785459826815,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4164272763224692","authorIdStr":"4164272763224692"},"themes":[],"title":"","htmlText":"AI over charges","listText":"AI over charges","text":"AI over charges","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591574219371096","repostId":"1102225588","repostType":2,"repost":{"id":"1102225588","kind":"news","weMediaInfo":{"introduction":"AI Supply Chain Video Tracker","home_visible":1,"media_name":"AI Industry Frontlines","id":"1042425491","head_image":"https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a"},"pubTimestamp":1785392286,"share":"https://ttm.financial/m/news/1102225588?lang=en_US&edition=fundamental","pubTime":"2026-07-30 14:18","market":"us","language":"en","title":"OpenAI Annualized Revenue Accelerates, CFO Says Internally: July Alone Surpassed Entire Q2","url":"https://stock-news.laohu8.com/highlight/detail?id=1102225588","media":"AI Industry Frontlines","summary":"OpenAI is ramping up its revenue curve at a staggering pace. The chief financial officer of the world's most influential AI company disclosed in an internal meeting that the company's monthly...","content":"<html><head></head><body><blockquote><p style=\"text-align: left;\">In a rare internal meeting, OpenAI&#39;s CFO revealed that the company&#39;s new annualized recurring revenue (ARR) for July alone exceeded the total for the entire second quarter. The growth engine is fueled by the explosive adoption of GPT-5.6, enterprise agents, and the coding tool Codex. Analysts suggest this could push this year&#39;s ARR close to $60 billion, narrowing the gap with Anthropic. At a pivotal moment when the company&#39;s valuation has reached $852 billion and its IPO filing has been secretly submitted, this accelerating revenue curve may serve as the strongest card in its roadshow.</p></blockquote><p style=\"text-align: left;\">OpenAI is ramping up its revenue curve at a staggering pace. The chief financial officer of the world&#39;s most influential AI company disclosed in an internal meeting that the company&#39;s monthly incremental annualized recurring revenue (ARR) in July alone exceeded that of the entire second quarter, signaling an acceleration in its commercialization process.</p><p style=\"text-align: justify;\">On Thursday, according to partial transcripts of the internal meeting obtained by CNBC, OpenAI CFO Sarah Friar told employees at an all-hands meeting on Wednesday that <strong>the company&#39;s July ARR surpassed the entire second quarter. &#34;And the second quarter itself was quite impressive,&#34;</strong> Friar added. Board Chairman Bret Taylor also attended the meeting.</p><p style=\"text-align: justify;\">Previously, OpenAI&#39;s revenue data released in April showed an annualized recurring revenue (ARR) of $25 billion for fiscal year 2026. Calculations suggest that the ARR for the second quarter (April-June) ranged from $25 billion to $42 billion, implying net new ARR additions of approximately $17 billion during the quarter.</p><p style=\"text-align: justify;\">Combined with the $42 billion at the end of June, OpenAI&#39;s ARR by the end of July was close to $60 billion, <strong>narrowing the gap with Anthropic. Earlier, TickerTrends tracking showed that Anthropic&#39;s ARR for 2026 was approximately $74.1 billion.</strong></p><p style=\"text-align: justify;\">This statement comes as OpenAI faces intense competition from Anthropic and a wave of low-cost open-source models. The company is actively signaling the health of its business to employees while building valuation support for a potential massive-scale IPO.</p><h2 style=\"text-align: left;\">Growth Engines: GPT-5.6, Enterprise Agents, and Codex</h2><p style=\"text-align: justify;\">Friar and Taylor attributed the current growth momentum to three main drivers at the meeting: the launch of the GPT-5.6 series models, the new enterprise AI agent product ChatGPT Work, and the rapid adoption of the AI coding tool Codex.</p><p style=\"text-align: justify;\">Taylor acknowledged at the meeting that OpenAI once lagged behind Anthropic in the coding market and needed to catch up. However, he expressed encouragement about Codex&#39;s growth trajectory. &#34;You&#39;ll see that users who deeply use Claude Code eventually face high bills and start looking for alternatives,&#34; Taylor said.</p><p style=\"text-align: justify;\">According to sources cited by The Information in March this year, <strong>OpenAI&#39;s annualized revenue had already exceeded $25 billion at that time.</strong> Since then, with the explosive growth of Codex, the revenue curve has steepened significantly.</p><h2 style=\"text-align: left;\">Competitive Pressure: Anthropic&#39;s Valuation Surpasses, Gap Still Narrowing</h2><p style=\"text-align: justify;\">Behind OpenAI&#39;s accelerated growth is an increasingly fierce market battle. Anthropic surpassed OpenAI in valuation earlier this year and announced in May that its revenue run rate had exceeded $47 billion—while the company&#39;s full-year revenue for 2025 was approximately $10 billion. Anthropic&#39;s Claude Code tool quickly gained popularity among developers and is considered the core driver of its revenue surge.</p><p style=\"text-align: justify;\">Meanwhile, open-source models from China continue to exert pressure. Earlier this month, China&#39;s Moonshot AI released Kimi K3, claiming it surpassed OpenAI and Anthropic&#39;s flagship systems on some benchmarks and is available at a lower cost.</p><p style=\"text-align: justify;\">Taylor acknowledged at the meeting that Anthropic had a strong start to the year but emphasized that OpenAI is reclaiming the initiative.</p><h2 style=\"text-align: left;\">IPO Prospects: $852 Billion Valuation Awaits Market Test</h2><p style=\"text-align: justify;\">OpenAI, currently valued at $852 billion, is under performance pressure commensurate with this figure. The company submitted a confidential IPO filing to the U.S. Securities and Exchange Commission (SEC) in June, simultaneously with Anthropic, but neither has disclosed a specific listing timeline.</p><p style=\"text-align: justify;\">In terms of infrastructure investment, OpenAI disclosed to investors in February that it plans to invest approximately $600 billion cumulatively in computing power by 2030. According to CNBC reports earlier this week, the company is currently negotiating with Nvidia for up to $250 billion in financial support to lease a large-scale AI data center in Ohio.</p><p style=\"text-align: justify;\">To support these massive infrastructure expenditures, OpenAI needs to continuously expand its enterprise and developer user base to generate sufficient revenue cash flow. The July revenue data may become one of the most compelling arguments in its IPO roadshow.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>OpenAI Annualized Revenue Accelerates, CFO Says Internally: July Alone Surpassed Entire Q2</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpenAI Annualized Revenue Accelerates, CFO Says Internally: July Alone Surpassed Entire Q2\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1042425491\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">AI Industry Frontlines </p>\n<p class=\"h-time\">2026-07-30 14:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p style=\"text-align: left;\">In a rare internal meeting, OpenAI&#39;s CFO revealed that the company&#39;s new annualized recurring revenue (ARR) for July alone exceeded the total for the entire second quarter. The growth engine is fueled by the explosive adoption of GPT-5.6, enterprise agents, and the coding tool Codex. Analysts suggest this could push this year&#39;s ARR close to $60 billion, narrowing the gap with Anthropic. At a pivotal moment when the company&#39;s valuation has reached $852 billion and its IPO filing has been secretly submitted, this accelerating revenue curve may serve as the strongest card in its roadshow.</p></blockquote><p style=\"text-align: left;\">OpenAI is ramping up its revenue curve at a staggering pace. The chief financial officer of the world&#39;s most influential AI company disclosed in an internal meeting that the company&#39;s monthly incremental annualized recurring revenue (ARR) in July alone exceeded that of the entire second quarter, signaling an acceleration in its commercialization process.</p><p style=\"text-align: justify;\">On Thursday, according to partial transcripts of the internal meeting obtained by CNBC, OpenAI CFO Sarah Friar told employees at an all-hands meeting on Wednesday that <strong>the company&#39;s July ARR surpassed the entire second quarter. &#34;And the second quarter itself was quite impressive,&#34;</strong> Friar added. Board Chairman Bret Taylor also attended the meeting.</p><p style=\"text-align: justify;\">Previously, OpenAI&#39;s revenue data released in April showed an annualized recurring revenue (ARR) of $25 billion for fiscal year 2026. Calculations suggest that the ARR for the second quarter (April-June) ranged from $25 billion to $42 billion, implying net new ARR additions of approximately $17 billion during the quarter.</p><p style=\"text-align: justify;\">Combined with the $42 billion at the end of June, OpenAI&#39;s ARR by the end of July was close to $60 billion, <strong>narrowing the gap with Anthropic. Earlier, TickerTrends tracking showed that Anthropic&#39;s ARR for 2026 was approximately $74.1 billion.</strong></p><p style=\"text-align: justify;\">This statement comes as OpenAI faces intense competition from Anthropic and a wave of low-cost open-source models. The company is actively signaling the health of its business to employees while building valuation support for a potential massive-scale IPO.</p><h2 style=\"text-align: left;\">Growth Engines: GPT-5.6, Enterprise Agents, and Codex</h2><p style=\"text-align: justify;\">Friar and Taylor attributed the current growth momentum to three main drivers at the meeting: the launch of the GPT-5.6 series models, the new enterprise AI agent product ChatGPT Work, and the rapid adoption of the AI coding tool Codex.</p><p style=\"text-align: justify;\">Taylor acknowledged at the meeting that OpenAI once lagged behind Anthropic in the coding market and needed to catch up. However, he expressed encouragement about Codex&#39;s growth trajectory. &#34;You&#39;ll see that users who deeply use Claude Code eventually face high bills and start looking for alternatives,&#34; Taylor said.</p><p style=\"text-align: justify;\">According to sources cited by The Information in March this year, <strong>OpenAI&#39;s annualized revenue had already exceeded $25 billion at that time.</strong> Since then, with the explosive growth of Codex, the revenue curve has steepened significantly.</p><h2 style=\"text-align: left;\">Competitive Pressure: Anthropic&#39;s Valuation Surpasses, Gap Still Narrowing</h2><p style=\"text-align: justify;\">Behind OpenAI&#39;s accelerated growth is an increasingly fierce market battle. Anthropic surpassed OpenAI in valuation earlier this year and announced in May that its revenue run rate had exceeded $47 billion—while the company&#39;s full-year revenue for 2025 was approximately $10 billion. Anthropic&#39;s Claude Code tool quickly gained popularity among developers and is considered the core driver of its revenue surge.</p><p style=\"text-align: justify;\">Meanwhile, open-source models from China continue to exert pressure. Earlier this month, China&#39;s Moonshot AI released Kimi K3, claiming it surpassed OpenAI and Anthropic&#39;s flagship systems on some benchmarks and is available at a lower cost.</p><p style=\"text-align: justify;\">Taylor acknowledged at the meeting that Anthropic had a strong start to the year but emphasized that OpenAI is reclaiming the initiative.</p><h2 style=\"text-align: left;\">IPO Prospects: $852 Billion Valuation Awaits Market Test</h2><p style=\"text-align: justify;\">OpenAI, currently valued at $852 billion, is under performance pressure commensurate with this figure. The company submitted a confidential IPO filing to the U.S. Securities and Exchange Commission (SEC) in June, simultaneously with Anthropic, but neither has disclosed a specific listing timeline.</p><p style=\"text-align: justify;\">In terms of infrastructure investment, OpenAI disclosed to investors in February that it plans to invest approximately $600 billion cumulatively in computing power by 2030. According to CNBC reports earlier this week, the company is currently negotiating with Nvidia for up to $250 billion in financial support to lease a large-scale AI data center in Ohio.</p><p style=\"text-align: justify;\">To support these massive infrastructure expenditures, OpenAI needs to continuously expand its enterprise and developer user base to generate sufficient revenue cash flow. The July revenue data may become one of the most compelling arguments in its IPO roadshow.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMDY":"AMD期权收益策略ETF-YieldMax","NVDS":"1.5倍做空NVDA ETF-Tradr","AVGU":"2倍做多AVGO ETF-GraniteShares","QCMD":"1倍做空QCOM ETF-Direxion","NVDU":"2倍做多NVDA ETF-Direxion","INTC":"英特尔","QCML":"2倍做多QCOM ETF-GraniteShares","NVDW":"NVDA周配息ETF-Roundhill","MRVL":"迈威尔科技","MSFD":"1倍做空MSFT ETF-Direxion","QCOM":"高通","AMDD":"1倍做空AMD ETF-Direxion","AVGW":"Roundhill AVGO WeeklyPay ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","QCMU":"2倍做多QCOM ETF-Direxion","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","MSFL":"2倍做多MSFT ETF-GraniteShares","NVDX":"2倍做多NVDA ETF-T-Rex","AVGX":"2倍做多AVGO ETF-Defiance","AMDG":"2倍做多AMD ETF- Leverage Shares","NVDY":"NVDA期权收益策略ETF-YieldMax","MSFO":"MSFT期权收益策略ETF-YieldMax","MVLL":"2倍做多MRVL ETF-GraniteShares","07388":"南方两倍做空英伟达","AMDL":"2倍做多AMD ETF-GraniteShares","NVD":"2倍做空NVDA ETF-GraniteShares","MSFU":"2倍做多MSFT ETF-Direxion","NVDA":"英伟达","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDB":"ProShares Ultra NVDA ETF","INTW":"2倍做多INTC ETF-GraniteShares","MSFW":"Roundhill MSFT WeeklyPay ETF","ANV":"GraniteShares Autocallable NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","DAMD":"2倍做空AMD ETF-Defiance","MRVU":"Direxion Daily MRVL Bull 2X ETF","NVDD":"1倍做空NVDA ETF-Direxion","MSFT":"微软","07788":"南方两倍做多英伟达","MSFX":"2倍做多MSFT ETF-T-Rex","AVL":"2倍做多AVGO ETF-Direxion","AMYY":"GraniteShares YieldBOOST AMD ETF","NVDG":"2倍做多NVDA ETF- Leverage Shares","AMDU":"Defiance Leveraged Long + Income AMD ETF","AMD":"美国超微公司","AMUU":"2倍做多AMD ETF-Direxion","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","AVS":"1倍做空AVGO ETF-Direxion","AVGG":"2倍做多AVGO ETF-Leverage Shares","LINT":"Direxion Daily INTC Bull 2X ETF","NVDL":"2倍做多NVDA ETF-GraniteShares","AVGO":"博通","AMDW":"Roundhill AMD WeeklyPay ETF","NVDQ":"2倍做空NVDA ETF-T-Rex"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102225588","content_text":"In a rare internal meeting, OpenAI's CFO revealed that the company's new annualized recurring revenue (ARR) for July alone exceeded the total for the entire second quarter. The growth engine is fueled by the explosive adoption of GPT-5.6, enterprise agents, and the coding tool Codex. Analysts suggest this could push this year's ARR close to $60 billion, narrowing the gap with Anthropic. At a pivotal moment when the company's valuation has reached $852 billion and its IPO filing has been secretly submitted, this accelerating revenue curve may serve as the strongest card in its roadshow.OpenAI is ramping up its revenue curve at a staggering pace. The chief financial officer of the world's most influential AI company disclosed in an internal meeting that the company's monthly incremental annualized recurring revenue (ARR) in July alone exceeded that of the entire second quarter, signaling an acceleration in its commercialization process.On Thursday, according to partial transcripts of the internal meeting obtained by CNBC, OpenAI CFO Sarah Friar told employees at an all-hands meeting on Wednesday that the company's July ARR surpassed the entire second quarter. \"And the second quarter itself was quite impressive,\" Friar added. Board Chairman Bret Taylor also attended the meeting.Previously, OpenAI's revenue data released in April showed an annualized recurring revenue (ARR) of $25 billion for fiscal year 2026. Calculations suggest that the ARR for the second quarter (April-June) ranged from $25 billion to $42 billion, implying net new ARR additions of approximately $17 billion during the quarter.Combined with the $42 billion at the end of June, OpenAI's ARR by the end of July was close to $60 billion, narrowing the gap with Anthropic. Earlier, TickerTrends tracking showed that Anthropic's ARR for 2026 was approximately $74.1 billion.This statement comes as OpenAI faces intense competition from Anthropic and a wave of low-cost open-source models. The company is actively signaling the health of its business to employees while building valuation support for a potential massive-scale IPO.Growth Engines: GPT-5.6, Enterprise Agents, and CodexFriar and Taylor attributed the current growth momentum to three main drivers at the meeting: the launch of the GPT-5.6 series models, the new enterprise AI agent product ChatGPT Work, and the rapid adoption of the AI coding tool Codex.Taylor acknowledged at the meeting that OpenAI once lagged behind Anthropic in the coding market and needed to catch up. However, he expressed encouragement about Codex's growth trajectory. \"You'll see that users who deeply use Claude Code eventually face high bills and start looking for alternatives,\" Taylor said.According to sources cited by The Information in March this year, OpenAI's annualized revenue had already exceeded $25 billion at that time. Since then, with the explosive growth of Codex, the revenue curve has steepened significantly.Competitive Pressure: Anthropic's Valuation Surpasses, Gap Still NarrowingBehind OpenAI's accelerated growth is an increasingly fierce market battle. Anthropic surpassed OpenAI in valuation earlier this year and announced in May that its revenue run rate had exceeded $47 billion—while the company's full-year revenue for 2025 was approximately $10 billion. Anthropic's Claude Code tool quickly gained popularity among developers and is considered the core driver of its revenue surge.Meanwhile, open-source models from China continue to exert pressure. Earlier this month, China's Moonshot AI released Kimi K3, claiming it surpassed OpenAI and Anthropic's flagship systems on some benchmarks and is available at a lower cost.Taylor acknowledged at the meeting that Anthropic had a strong start to the year but emphasized that OpenAI is reclaiming the initiative.IPO Prospects: $852 Billion Valuation Awaits Market TestOpenAI, currently valued at $852 billion, is under performance pressure commensurate with this figure. The company submitted a confidential IPO filing to the U.S. Securities and Exchange Commission (SEC) in June, simultaneously with Anthropic, but neither has disclosed a specific listing timeline.In terms of infrastructure investment, OpenAI disclosed to investors in February that it plans to invest approximately $600 billion cumulatively in computing power by 2030. According to CNBC reports earlier this week, the company is currently negotiating with Nvidia for up to $250 billion in financial support to lease a large-scale AI data center in Ohio.To support these massive infrastructure expenditures, OpenAI needs to continuously expand its enterprise and developer user base to generate sufficient revenue cash flow. The July revenue data may become one of the most compelling arguments in its IPO roadshow.","news_type":1,"symbols_score_info":{"NVDG":0.6,"NVDQ":0.6,"07388":0.6,"MSFW":0.6,"NVDS":0.6,"AVGG":0.6,"MRVU":0.6,"NVDU":0.6,"MSFO":0.6,"MVLL":0.6,"AVGO":2,"AMDU":0.6,"NVDW":0.6,"NVDY":0.6,"NVYY":0.6,"AVGU":0.6,"ANV":0.6,"LINT":0.6,"MRVL":2,"DIPS":0.6,"MSFL":0.6,"QCML":0.6,"MSFD":0.6,"AMDD":0.6,"NVII":0.6,"AMD":2,"NVDB":0.6,"QCMD":0.6,"AMDG":0.6,"INTC":2,"INTW":0.6,"NVDX":0.6,"NVDD":0.6,"QCOM":2,"QCMU":0.6,"AMYY":0.6,"DAMD":0.6,"NVD":0.6,"MSFX":0.6,"AVL":0.6,"MSFY":0.6,"NVDL":0.6,"MSFT":2,"AVGX":0.6,"NVDO":0.6,"AVS":0.6,"AMDL":0.6,"AVGW":0.6,"AMDY":0.6,"AMUU":0.6,"AMDW":0.6,"NVDA":2,"07788":0.6,"MSFU":0.6}},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":590510963336632,"gmtCreate":1785164433745,"gmtModify":1785166202941,"author":{"id":"4176895950318132","authorId":"4176895950318132","name":"Santa Ghosh","avatar":"https://community-static.tradeup.com/news/972d4f1a710b46177e3581a4669a197e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4176895950318132","authorIdStr":"4176895950318132"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/590510963336632","repostId":"1194314763","repostType":2,"repost":{"id":"1194314763","kind":"news","weMediaInfo":{"introduction":"AI Supply Chain Video Tracker","home_visible":1,"media_name":"AI Industry Frontlines","id":"1042425491","head_image":"https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a"},"pubTimestamp":1785135165,"share":"https://ttm.financial/m/news/1194314763?lang=en_US&edition=fundamental","pubTime":"2026-07-27 14:52","market":"us","language":"en","title":"NVIDIA Proposes $250 Billion Guarantee For OpenAI Data Center, AI Infrastructure Ties Enter New Phase","url":"https://stock-news.laohu8.com/highlight/detail?id=1194314763","media":"AI Industry Frontlines","summary":"NVIDIA is proposing to provide up to $250 billion in financing guarantees for OpenAI, specifically supporting SoftBank's development of a 10-gigawatt super data center in Ohio. This move breaks...","content":"<html><head></head><body><p style=\"text-align: left;\"></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NVIDIA Proposes $250 Billion Guarantee For OpenAI Data Center, AI Infrastructure Ties Enter New Phase</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNVIDIA Proposes $250 Billion Guarantee For OpenAI Data Center, AI Infrastructure Ties Enter New Phase\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1042425491\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">AI Industry Frontlines </p>\n<p class=\"h-time\">2026-07-27 14:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"07388":"南方两倍做空英伟达","NVDA":"英伟达","NVD":"2倍做空NVDA ETF-GraniteShares","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","07788":"南方两倍做多英伟达","NVDD":"1倍做空NVDA ETF-Direxion","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDU":"2倍做多NVDA ETF-Direxion","NVDW":"NVDA周配息ETF-Roundhill","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDX":"2倍做多NVDA ETF-T-Rex","ANV":"GraniteShares Autocallable NVDA ETF","NVDY":"NVDA期权收益策略ETF-YieldMax"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194314763","news_type":1,"symbols_score_info":{"NVDL":0.6,"ANV":0.6,"NVYY":0.6,"DIPS":0.6,"NVDY":0.6,"NVDU":0.6,"NVDQ":0.6,"NVDO":0.6,"NVII":0.6,"NVDD":0.6,"07788":0.6,"NVD":0.6,"07388":0.6,"NVDA":2,"NVDB":0.6,"NVDG":0.6,"NVDW":0.6,"NVDS":0.6,"NVDX":0.6}},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":587825792278728,"gmtCreate":1784542247282,"gmtModify":1784542250108,"author":{"id":"4103853057940690","authorId":"4103853057940690","name":"Tiger 123","avatar":"https://community-static.tradeup.com/news/2c6eb24eefa420087ac4e5cc72d9aaf1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103853057940690","authorIdStr":"4103853057940690"},"themes":[],"title":"","htmlText":"Still loads to go and increasing need to invest in further AI to safeguard and improve&nbsp;cyber safety and protection.&nbsp;","listText":"Still loads to go and increasing need to invest in further AI to safeguard and improve&nbsp;cyber safety and protection.&nbsp;","text":"Still loads to go and increasing need to invest in further AI to safeguard and improve cyber safety and protection.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/587825792278728","repostId":"1161454438","repostType":2,"repost":{"id":"1161454438","kind":"news","weMediaInfo":{"introduction":"AI Supply Chain Video Tracker","home_visible":1,"media_name":"AI Industry Frontlines","id":"1042425491","head_image":"https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a"},"pubTimestamp":1782300614,"share":"https://ttm.financial/m/news/1161454438?lang=en_US&edition=fundamental","pubTime":"2026-06-24 19:30","market":"us","language":"en","title":"Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities","url":"https://stock-news.laohu8.com/highlight/detail?id=1161454438","media":"AI Industry Frontlines","summary":"","content":"","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAnthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1042425491\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">AI Industry Frontlines </p>\n<p class=\"h-time\">2026-06-24 19:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTA":"ProShares Ultra PLTR ETF","LMND":"Lemonade, Inc.","BRZE":"Braze, Inc.","TEMT":"2倍做多TEM ETF-Tradr","NOW":"ServiceNow","PLYY":"GraniteShares YieldBOOST PLTR ETF","SOUN":"SoundHound AI Inc","NOWL":"2倍做多NOW ETF-GraniteShares","PLTD":"1倍做空PLTR ETF-Direxion","PLTG":"2倍做多PLTR ETF-Leverage Shares","UNX":"Tradr 2X Long U Daily ETF","CRM":"赛富时","BAIG":"2倍做多BBAI ETF-Leverage Shares","UPSX":"2倍做多UPST ETF-Tradr","DUOG":"Leverage Shares 2X Long DUOL Daily ETF","UPST":"Upstart Holdings, Inc.","RDYY":"YIELDMAX RDDT OPTION INCOME STRATEGY ETF","PLTI":"REX PLTR Growth & Income ETF","TTD":"Trade Desk Inc.","PLTU":"2倍做多PLTR ETF-Direxion","AI":"C3.ai, Inc.","DUOL":"多邻国","ADBG":"2倍做多ADBE ETF- Leverage Shares","DDOG":"Datadog","CRNC":"Cerence Inc.","SOUX":"2倍做多SOUN ETF-Defiance","PLTR":"Palantir Technologies Inc.","PLTW":"PLTR周配息ETF-Roundhill","CRMG":"2倍做多CRM ETF- Leverage Shares","TEM":"Tempus AI","AIYY":"YIELDMAX AI OPTION INCOME STRATEGY ETF","FIGG":"2倍做多Figma ETF-Leverage Shares","PLTY":"PLTR期权收益策略ETF-YieldMax","DOGD":"2倍做多DDOG ETF-Tradr","FIG":"Simplify Macro Strategy ETF","HUBS":"HubSpot","RDDT":"Reddit","PTIR":"2倍做多PLTR ETF-GraniteShares","LMNX":"DEFIANCE DAILY TARGET 2X LONG LMND ETF","PLTZ":"2倍做空PLTR ETF-Defiance","BBAI":"BigBear.ai Holdings","RZLV":"Rezolve AI","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","ADP":"自动数据处理","GTLB":"GitLab, Inc.","ADBE":"Adobe","RDTL":"2倍做多RDDT ETF-GraniteShares","TEAM":"Atlassian Corporation PLC","APP":"AppLovin Corporation","U":"Unity Software Inc.","RBRK":"Rubrik Inc.","TTDU":"T-Rex 2X Long TTD Daily Target ETF","APPX":"2倍做多APP ETF-Tradr"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161454438","news_type":1,"symbols_score_info":{"PLTA":0.6,"AIYY":0.6,"UPSX":0.6,"UPST":2,"FIG":2,"FIGG":0.6,"PLTI":0.6,"PTIR":0.6,"LMNX":0.6,"SOUX":0.6,"ADBE":2,"AI":2,"PLTU":0.6,"UNX":0.6,"RDTL":0.6,"TTDU":0.6,"RZLV":2,"RDYY":0.6,"NOWL":0.6,"HUBS":2,"TEMT":0.6,"DUOL":2,"LMND":2,"PLOO":0.6,"PLTY":0.6,"DDOG":2,"TTD":2,"DOGD":0.6,"GTLB":2,"NOW":2,"TEM":2,"TEAM":2,"APP":2,"APPX":0.6,"ADBG":0.6,"CRM":2,"PLTG":0.6,"PLTD":0.6,"PLYY":0.6,"BAIG":0.6,"PLTW":0.6,"PLTR":2,"U":2,"BRZE":2,"RDDT":2,"ADP":2,"CRMG":0.6,"CRNC":2,"PLTZ":0.6,"RBRK":2,"SOUN":2,"BBAI":2,"DUOG":0.6}},"isVote":1,"tweetType":1,"viewCount":1047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583797310637368,"gmtCreate":1783558748895,"gmtModify":1783558751860,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4168693765597012","authorIdStr":"4168693765597012"},"themes":[],"title":"","htmlText":"This guy just want to cover his axx. AI development just in junior to mid lever. Not even middle stage yet. AI software will improve alot this two year. After that will slow down, it is just started. This guy just investors not doing any AI involvement.&nbsp;","listText":"This guy just want to cover his axx. AI development just in junior to mid lever. Not even middle stage yet. AI software will improve alot this two year. After that will slow down, it is just started. This guy just investors not doing any AI involvement.&nbsp;","text":"This guy just want to cover his axx. AI development just in junior to mid lever. Not even middle stage yet. AI software will improve alot this two year. After that will slow down, it is just started. This guy just investors not doing any AI involvement.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583797310637368","repostId":"1119035996","repostType":2,"repost":{"id":"1119035996","kind":"news","weMediaInfo":{"introduction":"AI Supply Chain Video Tracker","home_visible":1,"media_name":"AI Industry Frontlines","id":"1042425491","head_image":"https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a"},"pubTimestamp":1783297816,"share":"https://ttm.financial/m/news/1119035996?lang=en_US&edition=fundamental","pubTime":"2026-07-06 08:30","market":"us","language":"en","title":"AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm","url":"https://stock-news.laohu8.com/highlight/detail?id=1119035996","media":"AI Industry Frontlines","summary":"","content":"<html><head></head><body></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Mania Overheats, Big Short Burry Sounds Doomsday Alarm\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1042425491\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">AI Industry Frontlines </p>\n<p class=\"h-time\">2026-07-06 08:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时","RDTL":"2倍做多RDDT ETF-GraniteShares","LMND":"Lemonade, Inc.","SOUN":"SoundHound AI Inc","NOW":"ServiceNow","APPX":"2倍做多APP ETF-Tradr","BRZE":"Braze, Inc.","TTDU":"T-Rex 2X Long TTD Daily Target ETF","PLTA":"ProShares Ultra PLTR ETF","TEMT":"2倍做多TEM ETF-Tradr","PLYY":"GraniteShares YieldBOOST PLTR ETF","UPST":"Upstart Holdings, Inc.","BBAI":"BigBear.ai Holdings","PLTD":"1倍做空PLTR ETF-Direxion","PTIR":"2倍做多PLTR ETF-GraniteShares","PLTG":"2倍做多PLTR ETF-Leverage Shares","TTD":"Trade Desk Inc.","UNX":"Tradr 2X Long U Daily ETF","BAIG":"2倍做多BBAI ETF-Leverage Shares","CRNC":"Cerence Inc.","UPSX":"2倍做多UPST ETF-Tradr","ADBE":"Adobe","HUBS":"HubSpot","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","RDYY":"YIELDMAX RDDT OPTION INCOME STRATEGY ETF","DUOG":"Leverage Shares 2X Long DUOL Daily ETF","PLTI":"REX PLTR Growth & Income ETF","PLTR":"Palantir Technologies Inc.","ADP":"自动数据处理","TEM":"Tempus AI","ADBG":"2倍做多ADBE ETF- Leverage Shares","PLTU":"2倍做多PLTR ETF-Direxion","SOUX":"2倍做多SOUN ETF-Defiance","GTLB":"GitLab, Inc.","AI":"C3.ai, Inc.","CRMG":"2倍做多CRM ETF- Leverage Shares","RDDT":"Reddit","NOWL":"2倍做多NOW ETF-GraniteShares","PLTW":"PLTR周配息ETF-Roundhill","FIGG":"2倍做多Figma ETF-Leverage Shares","RZLV":"Rezolve AI","AIYY":"YIELDMAX AI OPTION INCOME STRATEGY ETF","DOGD":"2倍做多DDOG ETF-Tradr","DDOG":"Datadog","APP":"AppLovin Corporation","TEAM":"Atlassian Corporation PLC","PLTY":"PLTR期权收益策略ETF-YieldMax","U":"Unity Software Inc.","DUOL":"多邻国","FIG":"Simplify Macro Strategy ETF","RBRK":"Rubrik Inc.","LMNX":"DEFIANCE DAILY TARGET 2X LONG LMND ETF","PLTZ":"2倍做空PLTR ETF-Defiance"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119035996","news_type":1,"symbols_score_info":{"PTIR":0.6,"DUOG":0.6,"FIGG":0.6,"PLTZ":0.6,"TEAM":2,"GTLB":2,"BRZE":2,"AI":2,"PLTA":0.6,"SOUN":2,"ADBE":2,"RDTL":0.6,"ADBG":0.6,"FIG":2,"PLTI":0.6,"PLTU":0.6,"CRMG":0.6,"PLTY":0.6,"TTDU":0.6,"RZLV":2,"DOGD":0.6,"PLTG":0.6,"TTD":2,"NOWL":0.6,"SOUX":0.6,"CRM":2,"LMND":2,"NOW":2,"APPX":0.6,"PLTW":0.6,"DDOG":2,"LMNX":0.6,"HUBS":2,"PLYY":0.6,"CRNC":2,"UPST":2,"PLOO":0.6,"RDDT":2,"BBAI":2,"AIYY":0.6,"TEMT":0.6,"PLTD":0.6,"UNX":0.6,"PLTR":2,"TEM":2,"APP":2,"RBRK":2,"RDYY":0.6,"U":2,"ADP":2,"BAIG":0.6,"DUOL":2,"UPSX":0.6}},"isVote":1,"tweetType":1,"viewCount":1216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583795288142960,"gmtCreate":1783558385413,"gmtModify":1783559481265,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4168693765597012","authorIdStr":"4168693765597012"},"themes":[],"title":"","htmlText":"Bullshit. Only three years later or even more year&nbsp;doom will come. AI robot will improve alot this two year. Only after two year will slow down.","listText":"Bullshit. Only three years later or even more year&nbsp;doom will come. AI robot will improve alot this two year. Only after two year will slow down.","text":"Bullshit. Only three years later or even more year doom will come. AI robot will improve alot this two year. Only after two year will slow down.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583795288142960","repostId":"1119035996","repostType":2,"repost":{"id":"1119035996","kind":"news","weMediaInfo":{"introduction":"AI Supply Chain Video Tracker","home_visible":1,"media_name":"AI Industry Frontlines","id":"1042425491","head_image":"https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a"},"pubTimestamp":1783297816,"share":"https://ttm.financial/m/news/1119035996?lang=en_US&edition=fundamental","pubTime":"2026-07-06 08:30","market":"us","language":"en","title":"AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm","url":"https://stock-news.laohu8.com/highlight/detail?id=1119035996","media":"AI Industry Frontlines","summary":"","content":"<html><head></head><body></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Mania Overheats, Big Short Burry Sounds Doomsday Alarm\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1042425491\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">AI Industry Frontlines </p>\n<p class=\"h-time\">2026-07-06 08:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时","RDTL":"2倍做多RDDT ETF-GraniteShares","LMND":"Lemonade, Inc.","SOUN":"SoundHound AI Inc","NOW":"ServiceNow","APPX":"2倍做多APP ETF-Tradr","BRZE":"Braze, Inc.","TTDU":"T-Rex 2X Long TTD Daily Target ETF","PLTA":"ProShares Ultra PLTR ETF","TEMT":"2倍做多TEM ETF-Tradr","PLYY":"GraniteShares YieldBOOST PLTR ETF","UPST":"Upstart Holdings, Inc.","BBAI":"BigBear.ai Holdings","PLTD":"1倍做空PLTR ETF-Direxion","PTIR":"2倍做多PLTR ETF-GraniteShares","PLTG":"2倍做多PLTR ETF-Leverage 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sell.&nbsp;","listText":"Sell sell.&nbsp;","text":"Sell sell.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578678499209336","repostId":"1161454438","repostType":2,"repost":{"id":"1161454438","kind":"news","weMediaInfo":{"introduction":"AI Supply Chain Video Tracker","home_visible":1,"media_name":"AI Industry Frontlines","id":"1042425491","head_image":"https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a"},"pubTimestamp":1782300614,"share":"https://ttm.financial/m/news/1161454438?lang=en_US&edition=fundamental","pubTime":"2026-06-24 19:30","market":"us","language":"en","title":"Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities","url":"https://stock-news.laohu8.com/highlight/detail?id=1161454438","media":"AI Industry Frontlines","summary":"","content":"","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAnthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1042425491\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">AI Industry Frontlines </p>\n<p class=\"h-time\">2026-06-24 19:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTA":"ProShares Ultra PLTR ETF","LMND":"Lemonade, Inc.","BRZE":"Braze, Inc.","TEMT":"2倍做多TEM ETF-Tradr","NOW":"ServiceNow","PLYY":"GraniteShares YieldBOOST PLTR ETF","SOUN":"SoundHound AI Inc","NOWL":"2倍做多NOW ETF-GraniteShares","PLTD":"1倍做空PLTR ETF-Direxion","PLTG":"2倍做多PLTR ETF-Leverage Shares","UNX":"Tradr 2X Long U Daily ETF","CRM":"赛富时","BAIG":"2倍做多BBAI ETF-Leverage Shares","UPSX":"2倍做多UPST ETF-Tradr","DUOG":"Leverage Shares 2X Long DUOL Daily ETF","UPST":"Upstart Holdings, Inc.","RDYY":"YIELDMAX RDDT OPTION INCOME STRATEGY ETF","PLTI":"REX PLTR Growth & Income ETF","TTD":"Trade Desk Inc.","PLTU":"2倍做多PLTR ETF-Direxion","AI":"C3.ai, Inc.","DUOL":"多邻国","ADBG":"2倍做多ADBE ETF- Leverage Shares","DDOG":"Datadog","CRNC":"Cerence Inc.","SOUX":"2倍做多SOUN ETF-Defiance","PLTR":"Palantir Technologies Inc.","PLTW":"PLTR周配息ETF-Roundhill","CRMG":"2倍做多CRM ETF- Leverage Shares","TEM":"Tempus AI","AIYY":"YIELDMAX AI OPTION INCOME STRATEGY ETF","FIGG":"2倍做多Figma ETF-Leverage Shares","PLTY":"PLTR期权收益策略ETF-YieldMax","DOGD":"2倍做多DDOG ETF-Tradr","FIG":"Simplify Macro Strategy ETF","HUBS":"HubSpot","RDDT":"Reddit","PTIR":"2倍做多PLTR ETF-GraniteShares","LMNX":"DEFIANCE DAILY TARGET 2X LONG LMND ETF","PLTZ":"2倍做空PLTR ETF-Defiance","BBAI":"BigBear.ai Holdings","RZLV":"Rezolve AI","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","ADP":"自动数据处理","GTLB":"GitLab, Inc.","ADBE":"Adobe","RDTL":"2倍做多RDDT ETF-GraniteShares","TEAM":"Atlassian Corporation PLC","APP":"AppLovin Corporation","U":"Unity Software Inc.","RBRK":"Rubrik Inc.","TTDU":"T-Rex 2X Long TTD Daily Target ETF","APPX":"2倍做多APP ETF-Tradr"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161454438","news_type":1,"symbols_score_info":{"PLTA":0.6,"AIYY":0.6,"UPSX":0.6,"UPST":2,"FIG":2,"FIGG":0.6,"PLTI":0.6,"PTIR":0.6,"LMNX":0.6,"SOUX":0.6,"ADBE":2,"AI":2,"PLTU":0.6,"UNX":0.6,"RDTL":0.6,"TTDU":0.6,"RZLV":2,"RDYY":0.6,"NOWL":0.6,"HUBS":2,"TEMT":0.6,"DUOL":2,"LMND":2,"PLOO":0.6,"PLTY":0.6,"DDOG":2,"TTD":2,"DOGD":0.6,"GTLB":2,"NOW":2,"TEM":2,"TEAM":2,"APP":2,"APPX":0.6,"ADBG":0.6,"CRM":2,"PLTG":0.6,"PLTD":0.6,"PLYY":0.6,"BAIG":0.6,"PLTW":0.6,"PLTR":2,"U":2,"BRZE":2,"RDDT":2,"ADP":2,"CRMG":0.6,"CRNC":2,"PLTZ":0.6,"RBRK":2,"SOUN":2,"BBAI":2,"DUOG":0.6}},"isVote":1,"tweetType":1,"viewCount":1156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":592904615126504,"gmtCreate":1785776604049,"gmtModify":1785777632303,"author":{"id":"4140090365269462","authorId":"4140090365269462","name":"a4xrbj1","avatar":"https://community-static.tradeup.com/news/9d8912bc5b3237f119291ecf0caa4d5a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4140090365269462","idStr":"4140090365269462"},"themes":[],"title":"","htmlText":"Anthropic better IPO soon or they can forget about cashing in. They won't be able to hold these high prices for much longer as the Chinese models are not only cheap but also only slightly behind in quality. So using Kimi K3 or better GLM 5.2 for running adversarial agents is a much better choice than using Claude Code ones, especially as running the same model doesn't make so much sense.","listText":"Anthropic better IPO soon or they can forget about cashing in. They won't be able to hold these high prices for much longer as the Chinese models are not only cheap but also only slightly behind in quality. So using Kimi K3 or better GLM 5.2 for running adversarial agents is a much better choice than using Claude Code ones, especially as running the same model doesn't make so much sense.","text":"Anthropic better IPO soon or they can forget about cashing in. They won't be able to hold these high prices for much longer as the Chinese models are not only cheap but also only slightly behind in quality. So using Kimi K3 or better GLM 5.2 for running adversarial agents is a much better choice than using Claude Code ones, especially as running the same model doesn't make so much sense.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/592904615126504","repostId":"1165483356","repostType":2,"repost":{"id":"1165483356","kind":"news","weMediaInfo":{"introduction":"AI Supply Chain Video Tracker","home_visible":1,"media_name":"AI Industry Frontlines","id":"1042425491","head_image":"https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a"},"pubTimestamp":1785758040,"share":"https://ttm.financial/m/news/1165483356?lang=en_US&edition=fundamental","pubTime":"2026-08-03 19:54","market":"hk","language":"en","title":"DeepSeek's New AI Model Is By Far The Cheapest Of Well-Known Models To Run, Research Firm Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1165483356","media":"AI Industry Frontlines","summary":"","content":"","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DeepSeek's New AI Model Is By Far The Cheapest Of Well-Known Models To Run, Research Firm Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDeepSeek's New AI Model Is By Far The Cheapest Of Well-Known Models To Run, Research Firm Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1042425491\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">AI Industry Frontlines </p>\n<p class=\"h-time\">2026-08-03 19:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","02513":"智谱","00100":"MINIMAX-W","GOOG":"谷歌","GOOX":"2倍做多GOOG ETF-T-REX"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165483356","news_type":1,"symbols_score_info":{"GOOP":0.6,"GOOG":2,"GOOX":0.6,"02513":2,"00100":2}},"isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4165402247123562","authorId":"4165402247123562","name":"Harrychuang","avatar":"https://community-static.tradeup.com/news/e5d6f8624454b0df93f3602c9f7517ef","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4165402247123562","idStr":"4165402247123562"},"content":"$960 billion was during the high bullishness when there was no competitors. Now we know the opened models are good enough even for American users at one fifth the Anthropic price, theoretically it is fair to value it at $170 billion only. Attempt if IPO at $969 billion will be a big flop.","text":"$960 billion was during the high bullishness when there was no competitors. Now we know the opened models are good enough even for American users at one fifth the Anthropic price, theoretically it is fair to value it at $170 billion only. Attempt if IPO at $969 billion will be a big flop.","html":"$960 billion was during the high bullishness when there was no competitors. Now we know the opened models are good enough even for American users at one fifth the Anthropic price, theoretically it is fair to value it at $170 billion only. Attempt if IPO at $969 billion will be a big flop."},{"author":{"id":"4164229233165752","authorId":"4164229233165752","name":"PJE","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4164229233165752","idStr":"4164229233165752"},"content":"Not really, I tried for 6 months, DeepSeek is not even close","text":"Not really, I tried for 6 months, DeepSeek is not even close","html":"Not really, I tried for 6 months, DeepSeek is not even close"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":591574219371096,"gmtCreate":1785458315240,"gmtModify":1785459826815,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"title":"","htmlText":"AI over charges","listText":"AI over charges","text":"AI over charges","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591574219371096","repostId":"1102225588","repostType":2,"repost":{"id":"1102225588","kind":"news","weMediaInfo":{"introduction":"AI Supply Chain Video Tracker","home_visible":1,"media_name":"AI Industry Frontlines","id":"1042425491","head_image":"https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a"},"pubTimestamp":1785392286,"share":"https://ttm.financial/m/news/1102225588?lang=en_US&edition=fundamental","pubTime":"2026-07-30 14:18","market":"us","language":"en","title":"OpenAI Annualized Revenue Accelerates, CFO Says Internally: July Alone Surpassed Entire Q2","url":"https://stock-news.laohu8.com/highlight/detail?id=1102225588","media":"AI Industry Frontlines","summary":"OpenAI is ramping up its revenue curve at a staggering pace. The chief financial officer of the world's most influential AI company disclosed in an internal meeting that the company's monthly...","content":"<html><head></head><body><blockquote><p style=\"text-align: left;\">In a rare internal meeting, OpenAI&#39;s CFO revealed that the company&#39;s new annualized recurring revenue (ARR) for July alone exceeded the total for the entire second quarter. The growth engine is fueled by the explosive adoption of GPT-5.6, enterprise agents, and the coding tool Codex. Analysts suggest this could push this year&#39;s ARR close to $60 billion, narrowing the gap with Anthropic. At a pivotal moment when the company&#39;s valuation has reached $852 billion and its IPO filing has been secretly submitted, this accelerating revenue curve may serve as the strongest card in its roadshow.</p></blockquote><p style=\"text-align: left;\">OpenAI is ramping up its revenue curve at a staggering pace. The chief financial officer of the world&#39;s most influential AI company disclosed in an internal meeting that the company&#39;s monthly incremental annualized recurring revenue (ARR) in July alone exceeded that of the entire second quarter, signaling an acceleration in its commercialization process.</p><p style=\"text-align: justify;\">On Thursday, according to partial transcripts of the internal meeting obtained by CNBC, OpenAI CFO Sarah Friar told employees at an all-hands meeting on Wednesday that <strong>the company&#39;s July ARR surpassed the entire second quarter. &#34;And the second quarter itself was quite impressive,&#34;</strong> Friar added. Board Chairman Bret Taylor also attended the meeting.</p><p style=\"text-align: justify;\">Previously, OpenAI&#39;s revenue data released in April showed an annualized recurring revenue (ARR) of $25 billion for fiscal year 2026. Calculations suggest that the ARR for the second quarter (April-June) ranged from $25 billion to $42 billion, implying net new ARR additions of approximately $17 billion during the quarter.</p><p style=\"text-align: justify;\">Combined with the $42 billion at the end of June, OpenAI&#39;s ARR by the end of July was close to $60 billion, <strong>narrowing the gap with Anthropic. Earlier, TickerTrends tracking showed that Anthropic&#39;s ARR for 2026 was approximately $74.1 billion.</strong></p><p style=\"text-align: justify;\">This statement comes as OpenAI faces intense competition from Anthropic and a wave of low-cost open-source models. The company is actively signaling the health of its business to employees while building valuation support for a potential massive-scale IPO.</p><h2 style=\"text-align: left;\">Growth Engines: GPT-5.6, Enterprise Agents, and Codex</h2><p style=\"text-align: justify;\">Friar and Taylor attributed the current growth momentum to three main drivers at the meeting: the launch of the GPT-5.6 series models, the new enterprise AI agent product ChatGPT Work, and the rapid adoption of the AI coding tool Codex.</p><p style=\"text-align: justify;\">Taylor acknowledged at the meeting that OpenAI once lagged behind Anthropic in the coding market and needed to catch up. However, he expressed encouragement about Codex&#39;s growth trajectory. &#34;You&#39;ll see that users who deeply use Claude Code eventually face high bills and start looking for alternatives,&#34; Taylor said.</p><p style=\"text-align: justify;\">According to sources cited by The Information in March this year, <strong>OpenAI&#39;s annualized revenue had already exceeded $25 billion at that time.</strong> Since then, with the explosive growth of Codex, the revenue curve has steepened significantly.</p><h2 style=\"text-align: left;\">Competitive Pressure: Anthropic&#39;s Valuation Surpasses, Gap Still Narrowing</h2><p style=\"text-align: justify;\">Behind OpenAI&#39;s accelerated growth is an increasingly fierce market battle. Anthropic surpassed OpenAI in valuation earlier this year and announced in May that its revenue run rate had exceeded $47 billion—while the company&#39;s full-year revenue for 2025 was approximately $10 billion. Anthropic&#39;s Claude Code tool quickly gained popularity among developers and is considered the core driver of its revenue surge.</p><p style=\"text-align: justify;\">Meanwhile, open-source models from China continue to exert pressure. Earlier this month, China&#39;s Moonshot AI released Kimi K3, claiming it surpassed OpenAI and Anthropic&#39;s flagship systems on some benchmarks and is available at a lower cost.</p><p style=\"text-align: justify;\">Taylor acknowledged at the meeting that Anthropic had a strong start to the year but emphasized that OpenAI is reclaiming the initiative.</p><h2 style=\"text-align: left;\">IPO Prospects: $852 Billion Valuation Awaits Market Test</h2><p style=\"text-align: justify;\">OpenAI, currently valued at $852 billion, is under performance pressure commensurate with this figure. The company submitted a confidential IPO filing to the U.S. Securities and Exchange Commission (SEC) in June, simultaneously with Anthropic, but neither has disclosed a specific listing timeline.</p><p style=\"text-align: justify;\">In terms of infrastructure investment, OpenAI disclosed to investors in February that it plans to invest approximately $600 billion cumulatively in computing power by 2030. According to CNBC reports earlier this week, the company is currently negotiating with Nvidia for up to $250 billion in financial support to lease a large-scale AI data center in Ohio.</p><p style=\"text-align: justify;\">To support these massive infrastructure expenditures, OpenAI needs to continuously expand its enterprise and developer user base to generate sufficient revenue cash flow. The July revenue data may become one of the most compelling arguments in its IPO roadshow.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>OpenAI Annualized Revenue Accelerates, CFO Says Internally: July Alone Surpassed Entire Q2</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpenAI Annualized Revenue Accelerates, CFO Says Internally: July Alone Surpassed Entire Q2\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1042425491\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">AI Industry Frontlines </p>\n<p class=\"h-time\">2026-07-30 14:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p style=\"text-align: left;\">In a rare internal meeting, OpenAI&#39;s CFO revealed that the company&#39;s new annualized recurring revenue (ARR) for July alone exceeded the total for the entire second quarter. The growth engine is fueled by the explosive adoption of GPT-5.6, enterprise agents, and the coding tool Codex. Analysts suggest this could push this year&#39;s ARR close to $60 billion, narrowing the gap with Anthropic. At a pivotal moment when the company&#39;s valuation has reached $852 billion and its IPO filing has been secretly submitted, this accelerating revenue curve may serve as the strongest card in its roadshow.</p></blockquote><p style=\"text-align: left;\">OpenAI is ramping up its revenue curve at a staggering pace. The chief financial officer of the world&#39;s most influential AI company disclosed in an internal meeting that the company&#39;s monthly incremental annualized recurring revenue (ARR) in July alone exceeded that of the entire second quarter, signaling an acceleration in its commercialization process.</p><p style=\"text-align: justify;\">On Thursday, according to partial transcripts of the internal meeting obtained by CNBC, OpenAI CFO Sarah Friar told employees at an all-hands meeting on Wednesday that <strong>the company&#39;s July ARR surpassed the entire second quarter. &#34;And the second quarter itself was quite impressive,&#34;</strong> Friar added. Board Chairman Bret Taylor also attended the meeting.</p><p style=\"text-align: justify;\">Previously, OpenAI&#39;s revenue data released in April showed an annualized recurring revenue (ARR) of $25 billion for fiscal year 2026. Calculations suggest that the ARR for the second quarter (April-June) ranged from $25 billion to $42 billion, implying net new ARR additions of approximately $17 billion during the quarter.</p><p style=\"text-align: justify;\">Combined with the $42 billion at the end of June, OpenAI&#39;s ARR by the end of July was close to $60 billion, <strong>narrowing the gap with Anthropic. Earlier, TickerTrends tracking showed that Anthropic&#39;s ARR for 2026 was approximately $74.1 billion.</strong></p><p style=\"text-align: justify;\">This statement comes as OpenAI faces intense competition from Anthropic and a wave of low-cost open-source models. The company is actively signaling the health of its business to employees while building valuation support for a potential massive-scale IPO.</p><h2 style=\"text-align: left;\">Growth Engines: GPT-5.6, Enterprise Agents, and Codex</h2><p style=\"text-align: justify;\">Friar and Taylor attributed the current growth momentum to three main drivers at the meeting: the launch of the GPT-5.6 series models, the new enterprise AI agent product ChatGPT Work, and the rapid adoption of the AI coding tool Codex.</p><p style=\"text-align: justify;\">Taylor acknowledged at the meeting that OpenAI once lagged behind Anthropic in the coding market and needed to catch up. However, he expressed encouragement about Codex&#39;s growth trajectory. &#34;You&#39;ll see that users who deeply use Claude Code eventually face high bills and start looking for alternatives,&#34; Taylor said.</p><p style=\"text-align: justify;\">According to sources cited by The Information in March this year, <strong>OpenAI&#39;s annualized revenue had already exceeded $25 billion at that time.</strong> Since then, with the explosive growth of Codex, the revenue curve has steepened significantly.</p><h2 style=\"text-align: left;\">Competitive Pressure: Anthropic&#39;s Valuation Surpasses, Gap Still Narrowing</h2><p style=\"text-align: justify;\">Behind OpenAI&#39;s accelerated growth is an increasingly fierce market battle. Anthropic surpassed OpenAI in valuation earlier this year and announced in May that its revenue run rate had exceeded $47 billion—while the company&#39;s full-year revenue for 2025 was approximately $10 billion. Anthropic&#39;s Claude Code tool quickly gained popularity among developers and is considered the core driver of its revenue surge.</p><p style=\"text-align: justify;\">Meanwhile, open-source models from China continue to exert pressure. Earlier this month, China&#39;s Moonshot AI released Kimi K3, claiming it surpassed OpenAI and Anthropic&#39;s flagship systems on some benchmarks and is available at a lower cost.</p><p style=\"text-align: justify;\">Taylor acknowledged at the meeting that Anthropic had a strong start to the year but emphasized that OpenAI is reclaiming the initiative.</p><h2 style=\"text-align: left;\">IPO Prospects: $852 Billion Valuation Awaits Market Test</h2><p style=\"text-align: justify;\">OpenAI, currently valued at $852 billion, is under performance pressure commensurate with this figure. The company submitted a confidential IPO filing to the U.S. Securities and Exchange Commission (SEC) in June, simultaneously with Anthropic, but neither has disclosed a specific listing timeline.</p><p style=\"text-align: justify;\">In terms of infrastructure investment, OpenAI disclosed to investors in February that it plans to invest approximately $600 billion cumulatively in computing power by 2030. According to CNBC reports earlier this week, the company is currently negotiating with Nvidia for up to $250 billion in financial support to lease a large-scale AI data center in Ohio.</p><p style=\"text-align: justify;\">To support these massive infrastructure expenditures, OpenAI needs to continuously expand its enterprise and developer user base to generate sufficient revenue cash flow. The July revenue data may become one of the most compelling arguments in its IPO roadshow.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMDY":"AMD期权收益策略ETF-YieldMax","NVDS":"1.5倍做空NVDA ETF-Tradr","AVGU":"2倍做多AVGO ETF-GraniteShares","QCMD":"1倍做空QCOM ETF-Direxion","NVDU":"2倍做多NVDA ETF-Direxion","INTC":"英特尔","QCML":"2倍做多QCOM ETF-GraniteShares","NVDW":"NVDA周配息ETF-Roundhill","MRVL":"迈威尔科技","MSFD":"1倍做空MSFT ETF-Direxion","QCOM":"高通","AMDD":"1倍做空AMD ETF-Direxion","AVGW":"Roundhill AVGO WeeklyPay ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","QCMU":"2倍做多QCOM ETF-Direxion","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","MSFL":"2倍做多MSFT ETF-GraniteShares","NVDX":"2倍做多NVDA ETF-T-Rex","AVGX":"2倍做多AVGO ETF-Defiance","AMDG":"2倍做多AMD ETF- Leverage Shares","NVDY":"NVDA期权收益策略ETF-YieldMax","MSFO":"MSFT期权收益策略ETF-YieldMax","MVLL":"2倍做多MRVL ETF-GraniteShares","07388":"南方两倍做空英伟达","AMDL":"2倍做多AMD ETF-GraniteShares","NVD":"2倍做空NVDA ETF-GraniteShares","MSFU":"2倍做多MSFT ETF-Direxion","NVDA":"英伟达","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDB":"ProShares Ultra NVDA ETF","INTW":"2倍做多INTC ETF-GraniteShares","MSFW":"Roundhill MSFT WeeklyPay ETF","ANV":"GraniteShares Autocallable NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","DAMD":"2倍做空AMD ETF-Defiance","MRVU":"Direxion Daily MRVL Bull 2X ETF","NVDD":"1倍做空NVDA ETF-Direxion","MSFT":"微软","07788":"南方两倍做多英伟达","MSFX":"2倍做多MSFT ETF-T-Rex","AVL":"2倍做多AVGO ETF-Direxion","AMYY":"GraniteShares YieldBOOST AMD ETF","NVDG":"2倍做多NVDA ETF- Leverage Shares","AMDU":"Defiance Leveraged Long + Income AMD ETF","AMD":"美国超微公司","AMUU":"2倍做多AMD ETF-Direxion","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","AVS":"1倍做空AVGO ETF-Direxion","AVGG":"2倍做多AVGO ETF-Leverage Shares","LINT":"Direxion Daily INTC Bull 2X ETF","NVDL":"2倍做多NVDA ETF-GraniteShares","AVGO":"博通","AMDW":"Roundhill AMD WeeklyPay ETF","NVDQ":"2倍做空NVDA ETF-T-Rex"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102225588","content_text":"In a rare internal meeting, OpenAI's CFO revealed that the company's new annualized recurring revenue (ARR) for July alone exceeded the total for the entire second quarter. The growth engine is fueled by the explosive adoption of GPT-5.6, enterprise agents, and the coding tool Codex. Analysts suggest this could push this year's ARR close to $60 billion, narrowing the gap with Anthropic. At a pivotal moment when the company's valuation has reached $852 billion and its IPO filing has been secretly submitted, this accelerating revenue curve may serve as the strongest card in its roadshow.OpenAI is ramping up its revenue curve at a staggering pace. The chief financial officer of the world's most influential AI company disclosed in an internal meeting that the company's monthly incremental annualized recurring revenue (ARR) in July alone exceeded that of the entire second quarter, signaling an acceleration in its commercialization process.On Thursday, according to partial transcripts of the internal meeting obtained by CNBC, OpenAI CFO Sarah Friar told employees at an all-hands meeting on Wednesday that the company's July ARR surpassed the entire second quarter. \"And the second quarter itself was quite impressive,\" Friar added. Board Chairman Bret Taylor also attended the meeting.Previously, OpenAI's revenue data released in April showed an annualized recurring revenue (ARR) of $25 billion for fiscal year 2026. Calculations suggest that the ARR for the second quarter (April-June) ranged from $25 billion to $42 billion, implying net new ARR additions of approximately $17 billion during the quarter.Combined with the $42 billion at the end of June, OpenAI's ARR by the end of July was close to $60 billion, narrowing the gap with Anthropic. Earlier, TickerTrends tracking showed that Anthropic's ARR for 2026 was approximately $74.1 billion.This statement comes as OpenAI faces intense competition from Anthropic and a wave of low-cost open-source models. The company is actively signaling the health of its business to employees while building valuation support for a potential massive-scale IPO.Growth Engines: GPT-5.6, Enterprise Agents, and CodexFriar and Taylor attributed the current growth momentum to three main drivers at the meeting: the launch of the GPT-5.6 series models, the new enterprise AI agent product ChatGPT Work, and the rapid adoption of the AI coding tool Codex.Taylor acknowledged at the meeting that OpenAI once lagged behind Anthropic in the coding market and needed to catch up. However, he expressed encouragement about Codex's growth trajectory. \"You'll see that users who deeply use Claude Code eventually face high bills and start looking for alternatives,\" Taylor said.According to sources cited by The Information in March this year, OpenAI's annualized revenue had already exceeded $25 billion at that time. Since then, with the explosive growth of Codex, the revenue curve has steepened significantly.Competitive Pressure: Anthropic's Valuation Surpasses, Gap Still NarrowingBehind OpenAI's accelerated growth is an increasingly fierce market battle. Anthropic surpassed OpenAI in valuation earlier this year and announced in May that its revenue run rate had exceeded $47 billion—while the company's full-year revenue for 2025 was approximately $10 billion. Anthropic's Claude Code tool quickly gained popularity among developers and is considered the core driver of its revenue surge.Meanwhile, open-source models from China continue to exert pressure. Earlier this month, China's Moonshot AI released Kimi K3, claiming it surpassed OpenAI and Anthropic's flagship systems on some benchmarks and is available at a lower cost.Taylor acknowledged at the meeting that Anthropic had a strong start to the year but emphasized that OpenAI is reclaiming the initiative.IPO Prospects: $852 Billion Valuation Awaits Market TestOpenAI, currently valued at $852 billion, is under performance pressure commensurate with this figure. The company submitted a confidential IPO filing to the U.S. Securities and Exchange Commission (SEC) in June, simultaneously with Anthropic, but neither has disclosed a specific listing timeline.In terms of infrastructure investment, OpenAI disclosed to investors in February that it plans to invest approximately $600 billion cumulatively in computing power by 2030. According to CNBC reports earlier this week, the company is currently negotiating with Nvidia for up to $250 billion in financial support to lease a large-scale AI data center in Ohio.To support these massive infrastructure expenditures, OpenAI needs to continuously expand its enterprise and developer user base to generate sufficient revenue cash flow. The July revenue data may become one of the most compelling arguments in its IPO roadshow.","news_type":1,"symbols_score_info":{"NVDG":0.6,"NVDQ":0.6,"07388":0.6,"MSFW":0.6,"NVDS":0.6,"AVGG":0.6,"MRVU":0.6,"NVDU":0.6,"MSFO":0.6,"MVLL":0.6,"AVGO":2,"AMDU":0.6,"NVDW":0.6,"NVDY":0.6,"NVYY":0.6,"AVGU":0.6,"ANV":0.6,"LINT":0.6,"MRVL":2,"DIPS":0.6,"MSFL":0.6,"QCML":0.6,"MSFD":0.6,"AMDD":0.6,"NVII":0.6,"AMD":2,"NVDB":0.6,"QCMD":0.6,"AMDG":0.6,"INTC":2,"INTW":0.6,"NVDX":0.6,"NVDD":0.6,"QCOM":2,"QCMU":0.6,"AMYY":0.6,"DAMD":0.6,"NVD":0.6,"MSFX":0.6,"AVL":0.6,"MSFY":0.6,"NVDL":0.6,"MSFT":2,"AVGX":0.6,"NVDO":0.6,"AVS":0.6,"AMDL":0.6,"AVGW":0.6,"AMDY":0.6,"AMUU":0.6,"AMDW":0.6,"NVDA":2,"07788":0.6,"MSFU":0.6}},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":590510963336632,"gmtCreate":1785164433745,"gmtModify":1785166202941,"author":{"id":"4176895950318132","authorId":"4176895950318132","name":"Santa Ghosh","avatar":"https://community-static.tradeup.com/news/972d4f1a710b46177e3581a4669a197e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4176895950318132","idStr":"4176895950318132"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/590510963336632","repostId":"1194314763","repostType":2,"repost":{"id":"1194314763","kind":"news","weMediaInfo":{"introduction":"AI Supply Chain Video Tracker","home_visible":1,"media_name":"AI Industry Frontlines","id":"1042425491","head_image":"https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a"},"pubTimestamp":1785135165,"share":"https://ttm.financial/m/news/1194314763?lang=en_US&edition=fundamental","pubTime":"2026-07-27 14:52","market":"us","language":"en","title":"NVIDIA Proposes $250 Billion Guarantee For OpenAI Data Center, AI Infrastructure Ties Enter New Phase","url":"https://stock-news.laohu8.com/highlight/detail?id=1194314763","media":"AI Industry Frontlines","summary":"NVIDIA is proposing to provide up to $250 billion in financing guarantees for OpenAI, specifically supporting SoftBank's development of a 10-gigawatt super data center in Ohio. This move breaks...","content":"<html><head></head><body><p style=\"text-align: left;\"></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NVIDIA Proposes $250 Billion Guarantee For OpenAI Data Center, AI Infrastructure Ties Enter New Phase</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNVIDIA Proposes $250 Billion Guarantee For OpenAI Data Center, AI Infrastructure Ties Enter New Phase\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1042425491\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">AI Industry Frontlines </p>\n<p class=\"h-time\">2026-07-27 14:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"07388":"南方两倍做空英伟达","NVDA":"英伟达","NVD":"2倍做空NVDA ETF-GraniteShares","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","07788":"南方两倍做多英伟达","NVDD":"1倍做空NVDA ETF-Direxion","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDU":"2倍做多NVDA ETF-Direxion","NVDW":"NVDA周配息ETF-Roundhill","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDX":"2倍做多NVDA ETF-T-Rex","ANV":"GraniteShares Autocallable NVDA ETF","NVDY":"NVDA期权收益策略ETF-YieldMax"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194314763","news_type":1,"symbols_score_info":{"NVDL":0.6,"ANV":0.6,"NVYY":0.6,"DIPS":0.6,"NVDY":0.6,"NVDU":0.6,"NVDQ":0.6,"NVDO":0.6,"NVII":0.6,"NVDD":0.6,"07788":0.6,"NVD":0.6,"07388":0.6,"NVDA":2,"NVDB":0.6,"NVDG":0.6,"NVDW":0.6,"NVDS":0.6,"NVDX":0.6}},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":587825792278728,"gmtCreate":1784542247282,"gmtModify":1784542250108,"author":{"id":"4103853057940690","authorId":"4103853057940690","name":"Tiger 123","avatar":"https://community-static.tradeup.com/news/2c6eb24eefa420087ac4e5cc72d9aaf1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103853057940690","idStr":"4103853057940690"},"themes":[],"title":"","htmlText":"Still loads to go and increasing need to invest in further AI to safeguard and improve&nbsp;cyber safety and protection.&nbsp;","listText":"Still loads to go and increasing need to invest in further AI to safeguard and improve&nbsp;cyber safety and protection.&nbsp;","text":"Still loads to go and increasing need to invest in further AI to safeguard and improve cyber safety and protection.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/587825792278728","repostId":"1161454438","repostType":2,"repost":{"id":"1161454438","kind":"news","weMediaInfo":{"introduction":"AI Supply Chain Video Tracker","home_visible":1,"media_name":"AI Industry Frontlines","id":"1042425491","head_image":"https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a"},"pubTimestamp":1782300614,"share":"https://ttm.financial/m/news/1161454438?lang=en_US&edition=fundamental","pubTime":"2026-06-24 19:30","market":"us","language":"en","title":"Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities","url":"https://stock-news.laohu8.com/highlight/detail?id=1161454438","media":"AI Industry Frontlines","summary":"","content":"","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAnthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1042425491\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">AI Industry Frontlines </p>\n<p class=\"h-time\">2026-06-24 19:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTA":"ProShares Ultra PLTR ETF","LMND":"Lemonade, Inc.","BRZE":"Braze, Inc.","TEMT":"2倍做多TEM ETF-Tradr","NOW":"ServiceNow","PLYY":"GraniteShares YieldBOOST PLTR ETF","SOUN":"SoundHound AI Inc","NOWL":"2倍做多NOW ETF-GraniteShares","PLTD":"1倍做空PLTR ETF-Direxion","PLTG":"2倍做多PLTR ETF-Leverage Shares","UNX":"Tradr 2X Long U Daily ETF","CRM":"赛富时","BAIG":"2倍做多BBAI ETF-Leverage Shares","UPSX":"2倍做多UPST ETF-Tradr","DUOG":"Leverage Shares 2X Long DUOL Daily ETF","UPST":"Upstart Holdings, Inc.","RDYY":"YIELDMAX RDDT OPTION INCOME STRATEGY ETF","PLTI":"REX PLTR Growth & Income ETF","TTD":"Trade Desk Inc.","PLTU":"2倍做多PLTR ETF-Direxion","AI":"C3.ai, Inc.","DUOL":"多邻国","ADBG":"2倍做多ADBE ETF- Leverage Shares","DDOG":"Datadog","CRNC":"Cerence Inc.","SOUX":"2倍做多SOUN ETF-Defiance","PLTR":"Palantir Technologies Inc.","PLTW":"PLTR周配息ETF-Roundhill","CRMG":"2倍做多CRM ETF- Leverage Shares","TEM":"Tempus AI","AIYY":"YIELDMAX AI OPTION INCOME STRATEGY ETF","FIGG":"2倍做多Figma ETF-Leverage Shares","PLTY":"PLTR期权收益策略ETF-YieldMax","DOGD":"2倍做多DDOG ETF-Tradr","FIG":"Simplify Macro Strategy ETF","HUBS":"HubSpot","RDDT":"Reddit","PTIR":"2倍做多PLTR ETF-GraniteShares","LMNX":"DEFIANCE DAILY TARGET 2X LONG LMND ETF","PLTZ":"2倍做空PLTR ETF-Defiance","BBAI":"BigBear.ai Holdings","RZLV":"Rezolve AI","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","ADP":"自动数据处理","GTLB":"GitLab, Inc.","ADBE":"Adobe","RDTL":"2倍做多RDDT ETF-GraniteShares","TEAM":"Atlassian Corporation PLC","APP":"AppLovin Corporation","U":"Unity Software Inc.","RBRK":"Rubrik Inc.","TTDU":"T-Rex 2X Long TTD Daily Target ETF","APPX":"2倍做多APP ETF-Tradr"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161454438","news_type":1,"symbols_score_info":{"PLTA":0.6,"AIYY":0.6,"UPSX":0.6,"UPST":2,"FIG":2,"FIGG":0.6,"PLTI":0.6,"PTIR":0.6,"LMNX":0.6,"SOUX":0.6,"ADBE":2,"AI":2,"PLTU":0.6,"UNX":0.6,"RDTL":0.6,"TTDU":0.6,"RZLV":2,"RDYY":0.6,"NOWL":0.6,"HUBS":2,"TEMT":0.6,"DUOL":2,"LMND":2,"PLOO":0.6,"PLTY":0.6,"DDOG":2,"TTD":2,"DOGD":0.6,"GTLB":2,"NOW":2,"TEM":2,"TEAM":2,"APP":2,"APPX":0.6,"ADBG":0.6,"CRM":2,"PLTG":0.6,"PLTD":0.6,"PLYY":0.6,"BAIG":0.6,"PLTW":0.6,"PLTR":2,"U":2,"BRZE":2,"RDDT":2,"ADP":2,"CRMG":0.6,"CRNC":2,"PLTZ":0.6,"RBRK":2,"SOUN":2,"BBAI":2,"DUOG":0.6}},"isVote":1,"tweetType":1,"viewCount":1047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583797310637368,"gmtCreate":1783558748895,"gmtModify":1783558751860,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4168693765597012","idStr":"4168693765597012"},"themes":[],"title":"","htmlText":"This guy just want to cover his axx. AI development just in junior to mid lever. Not even middle stage yet. AI software will improve alot this two year. After that will slow down, it is just started. This guy just investors not doing any AI involvement.&nbsp;","listText":"This guy just want to cover his axx. AI development just in junior to mid lever. Not even middle stage yet. AI software will improve alot this two year. After that will slow down, it is just started. This guy just investors not doing any AI involvement.&nbsp;","text":"This guy just want to cover his axx. AI development just in junior to mid lever. Not even middle stage yet. AI software will improve alot this two year. After that will slow down, it is just started. This guy just investors not doing any AI involvement.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583797310637368","repostId":"1119035996","repostType":2,"repost":{"id":"1119035996","kind":"news","weMediaInfo":{"introduction":"AI Supply Chain Video Tracker","home_visible":1,"media_name":"AI Industry Frontlines","id":"1042425491","head_image":"https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a"},"pubTimestamp":1783297816,"share":"https://ttm.financial/m/news/1119035996?lang=en_US&edition=fundamental","pubTime":"2026-07-06 08:30","market":"us","language":"en","title":"AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm","url":"https://stock-news.laohu8.com/highlight/detail?id=1119035996","media":"AI Industry Frontlines","summary":"","content":"<html><head></head><body></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Mania Overheats, Big Short Burry Sounds Doomsday Alarm\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1042425491\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">AI Industry Frontlines </p>\n<p class=\"h-time\">2026-07-06 08:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时","RDTL":"2倍做多RDDT ETF-GraniteShares","LMND":"Lemonade, Inc.","SOUN":"SoundHound AI Inc","NOW":"ServiceNow","APPX":"2倍做多APP ETF-Tradr","BRZE":"Braze, Inc.","TTDU":"T-Rex 2X Long TTD Daily Target ETF","PLTA":"ProShares Ultra PLTR ETF","TEMT":"2倍做多TEM ETF-Tradr","PLYY":"GraniteShares YieldBOOST PLTR ETF","UPST":"Upstart Holdings, Inc.","BBAI":"BigBear.ai Holdings","PLTD":"1倍做空PLTR ETF-Direxion","PTIR":"2倍做多PLTR ETF-GraniteShares","PLTG":"2倍做多PLTR ETF-Leverage Shares","TTD":"Trade Desk Inc.","UNX":"Tradr 2X Long U Daily ETF","BAIG":"2倍做多BBAI ETF-Leverage Shares","CRNC":"Cerence Inc.","UPSX":"2倍做多UPST ETF-Tradr","ADBE":"Adobe","HUBS":"HubSpot","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","RDYY":"YIELDMAX RDDT OPTION INCOME STRATEGY ETF","DUOG":"Leverage Shares 2X Long DUOL Daily ETF","PLTI":"REX PLTR Growth & Income ETF","PLTR":"Palantir Technologies Inc.","ADP":"自动数据处理","TEM":"Tempus AI","ADBG":"2倍做多ADBE ETF- Leverage Shares","PLTU":"2倍做多PLTR ETF-Direxion","SOUX":"2倍做多SOUN ETF-Defiance","GTLB":"GitLab, Inc.","AI":"C3.ai, Inc.","CRMG":"2倍做多CRM ETF- Leverage Shares","RDDT":"Reddit","NOWL":"2倍做多NOW ETF-GraniteShares","PLTW":"PLTR周配息ETF-Roundhill","FIGG":"2倍做多Figma ETF-Leverage Shares","RZLV":"Rezolve AI","AIYY":"YIELDMAX AI OPTION INCOME STRATEGY ETF","DOGD":"2倍做多DDOG ETF-Tradr","DDOG":"Datadog","APP":"AppLovin Corporation","TEAM":"Atlassian Corporation PLC","PLTY":"PLTR期权收益策略ETF-YieldMax","U":"Unity Software Inc.","DUOL":"多邻国","FIG":"Simplify Macro Strategy ETF","RBRK":"Rubrik Inc.","LMNX":"DEFIANCE DAILY TARGET 2X LONG LMND ETF","PLTZ":"2倍做空PLTR ETF-Defiance"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119035996","news_type":1,"symbols_score_info":{"PTIR":0.6,"DUOG":0.6,"FIGG":0.6,"PLTZ":0.6,"TEAM":2,"GTLB":2,"BRZE":2,"AI":2,"PLTA":0.6,"SOUN":2,"ADBE":2,"RDTL":0.6,"ADBG":0.6,"FIG":2,"PLTI":0.6,"PLTU":0.6,"CRMG":0.6,"PLTY":0.6,"TTDU":0.6,"RZLV":2,"DOGD":0.6,"PLTG":0.6,"TTD":2,"NOWL":0.6,"SOUX":0.6,"CRM":2,"LMND":2,"NOW":2,"APPX":0.6,"PLTW":0.6,"DDOG":2,"LMNX":0.6,"HUBS":2,"PLYY":0.6,"CRNC":2,"UPST":2,"PLOO":0.6,"RDDT":2,"BBAI":2,"AIYY":0.6,"TEMT":0.6,"PLTD":0.6,"UNX":0.6,"PLTR":2,"TEM":2,"APP":2,"RBRK":2,"RDYY":0.6,"U":2,"ADP":2,"BAIG":0.6,"DUOL":2,"UPSX":0.6}},"isVote":1,"tweetType":1,"viewCount":1216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583795288142960,"gmtCreate":1783558385413,"gmtModify":1783559481265,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4168693765597012","idStr":"4168693765597012"},"themes":[],"title":"","htmlText":"Bullshit. Only three years later or even more year&nbsp;doom will come. AI robot will improve alot this two year. Only after two year will slow down.","listText":"Bullshit. Only three years later or even more year&nbsp;doom will come. AI robot will improve alot this two year. Only after two year will slow down.","text":"Bullshit. Only three years later or even more year doom will come. AI robot will improve alot this two year. Only after two year will slow down.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583795288142960","repostId":"1119035996","repostType":2,"repost":{"id":"1119035996","kind":"news","weMediaInfo":{"introduction":"AI Supply Chain Video Tracker","home_visible":1,"media_name":"AI Industry Frontlines","id":"1042425491","head_image":"https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a"},"pubTimestamp":1783297816,"share":"https://ttm.financial/m/news/1119035996?lang=en_US&edition=fundamental","pubTime":"2026-07-06 08:30","market":"us","language":"en","title":"AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm","url":"https://stock-news.laohu8.com/highlight/detail?id=1119035996","media":"AI Industry Frontlines","summary":"","content":"<html><head></head><body></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Mania Overheats, Big Short Burry Sounds Doomsday Alarm\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1042425491\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">AI Industry Frontlines </p>\n<p class=\"h-time\">2026-07-06 08:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时","RDTL":"2倍做多RDDT ETF-GraniteShares","LMND":"Lemonade, Inc.","SOUN":"SoundHound AI Inc","NOW":"ServiceNow","APPX":"2倍做多APP ETF-Tradr","BRZE":"Braze, Inc.","TTDU":"T-Rex 2X Long TTD Daily Target ETF","PLTA":"ProShares Ultra PLTR ETF","TEMT":"2倍做多TEM ETF-Tradr","PLYY":"GraniteShares YieldBOOST PLTR ETF","UPST":"Upstart Holdings, Inc.","BBAI":"BigBear.ai Holdings","PLTD":"1倍做空PLTR ETF-Direxion","PTIR":"2倍做多PLTR ETF-GraniteShares","PLTG":"2倍做多PLTR ETF-Leverage 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sell.&nbsp;","listText":"Sell sell.&nbsp;","text":"Sell sell.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578678499209336","repostId":"1161454438","repostType":2,"repost":{"id":"1161454438","kind":"news","weMediaInfo":{"introduction":"AI Supply Chain Video Tracker","home_visible":1,"media_name":"AI Industry Frontlines","id":"1042425491","head_image":"https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a"},"pubTimestamp":1782300614,"share":"https://ttm.financial/m/news/1161454438?lang=en_US&edition=fundamental","pubTime":"2026-06-24 19:30","market":"us","language":"en","title":"Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities","url":"https://stock-news.laohu8.com/highlight/detail?id=1161454438","media":"AI Industry Frontlines","summary":"","content":"","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAnthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1042425491\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">AI Industry Frontlines </p>\n<p class=\"h-time\">2026-06-24 19:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTA":"ProShares Ultra PLTR ETF","LMND":"Lemonade, Inc.","BRZE":"Braze, Inc.","TEMT":"2倍做多TEM ETF-Tradr","NOW":"ServiceNow","PLYY":"GraniteShares YieldBOOST PLTR ETF","SOUN":"SoundHound AI Inc","NOWL":"2倍做多NOW ETF-GraniteShares","PLTD":"1倍做空PLTR ETF-Direxion","PLTG":"2倍做多PLTR ETF-Leverage Shares","UNX":"Tradr 2X Long 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