Tempus AI's scalable data ecosystem and path to profitability, with a clear trajectory to $1 billion in annual revenue, make it a compelling investment. The recent acquisition of Ambry, strategic fit, ...
Downgrade KE Holdings to Hold from Buy due to persistent macro headwinds in China’s property market, despite strong Q1 results and operational execution. KE’s competitive moat and flywheel effect ...
Hello and welcome to Eye on AI. In this newsletter…JPMorgan Chase is the top AI bank (again)...Microsoft debuts its AI agents…while tensions between it and OpenAI grow…and the worrisome results of war ...
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