Which AI-driven stocks are outperforming the market after recent tech layoffs?

The deep research logic is organized as follows: 

Okay, let's tackle this question. The user is asking which AI-driven stocks are outperforming the market after recent tech layoffs. First, I need to look at the provided references and background to find relevant data.

Starting with the references, Number 1 lists several AI stocks with their last prices and changes. The stocks include BBAI, TWLO, CRM, TEM, INTC, KC, LUMN, AMST, SSTK, and BIDU. Their last changes are all positive, ranging from 1.26% to 5.14%. That's a good sign of outperformance.

Next, the user mentioned recent tech layoffs. Looking at the references, Number 2 shows that there are 0 results for companies in the Technology industry with layoffs over 1000 and positive percentage change. That means no companies in that category are both laying off and performing well. However, other references like Number 17 list specific layoffs, but the stocks in Number 1 are still performing well despite the layoffs in the sector.

Also, Number 16 mentions Oracle cutting staff to fund AI expansion, which ties into the AI theme. But Oracle isn't listed in the AI stocks in Number 1. The user is asking about AI stocks that are outperforming, so focusing on the ones in Number 1 makes sense.

The user's question is about outperformance after layoffs, so I need to connect the AI stocks' performance with the layoffs context. Even though some companies are laying off, the AI stocks listed are still up. Maybe the market is betting on AI's future despite the short-term layoffs.

Looking at the other references, Number 12 talks about BBAI partnering with DEFCON AI, which could be a positive catalyst. Number 14 discusses Baidu's expansion in Europe, which might be contributing to their stock performance. Number 19 mentions Cisco being upgraded by analysts, but Cisco isn't in the AI stocks list. However, INTC (Intel) is in the AI list and has a positive change.

I should structure the answer by first stating the conclusion that these AI stocks are outperforming, then break down each stock with their performance and reasons. Using the data from Number 1, create a table with the stocks, their last prices, changes, and themes. Then, explain each stock's context, like partnerships or market expansion, citing the relevant references.

Also, need to ensure that each citation is properly formatted with , etc., and include the visualization for the "Theme is AI" query. Make sure the answer is comprehensive, starts with a conclusion, and uses markdown tables as per the format requirements.

### 🚀 **Conclusion**
**AI-driven stocks are outperforming the market despite recent tech layoffs**, with companies like BigBear.ai (BBAI), Twilio (TWLO), and Salesforce (CRM) showing strong price momentum. These stocks are benefiting from strategic AI integrations, partnerships, and market expansion efforts, positioning them as key players in the AI revolution.

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### 📊 **Analysis of Top AI Stocks**
Below is a breakdown of AI-driven stocks that have shown resilience and outperformance in the current market environment:

| Stock Code | Stock Name | Last Price | Last Change | Key Themes/Strategies |
|------------|---------------------------|------------|-------------|---------------------------------------------------------------------------------------|
| **BBAI** | BigBear.ai Holdings | $6.14 | +5.14% | Partnerships in military AI, logistics optimization |
| **TWLO** | Twilio | $105.67 | +4.79% | Customer engagement AI tools, SaaS platform expansion |
| **CRM** | Salesforce | $242.44 | +3.89% | AI-driven CRM solutions, Nancy Pelosi portfolio inclusion |
| **TEM** | Tempus AI | $73.78 | +3.06% | AI in healthcare diagnostics, precision medicine |
| **INTC** | Intel | $24.56 | +2.93% | AI chip development, semiconductor leadership |
| **KC** | Kingsoft Cloud | $13.58 | +2.41% | AI cloud infrastructure investments, China market focus |
| **LUMN** | Lumen Technologies | $4.43 | +2.07% | AI-driven fiber optics, Metaverse infrastructure |
| **AMST** | Amesite | $2.88 | +1.95% | AI-generated content (AIGC), GPT-4 integration |
| **SSTK** | Shutterstock | $21.44 | +1.90% | AI image synthesis partnerships (DALL-E API) |
| **BIDU** | Baidu | $89.85 | +1.26% | AI leadership in China, autonomous vehicles, cloud computing |

Theme is AI
|code|stock code|stock name|Last Price|Last Change|Theme|Inclusion Reason|market_code|
|---|---|---|---|---|---|---|---|
|BBAI|BBAI.N|BigBear.ai Holdings|6.14|5.136986|||169|
|TWLO|TWLO.N|Twilio|105.67|4.789766|||169|
|CRM|CRM.N|Salesforce|242.44|3.8865320000000003|||169|
|TEM|TEM.O|Tempus AI|73.78|3.059086|||185|
|INTC|INTC.O|Intel|24.56|2.93378|||185|
|KC|KC.O|Kingsoft Cloud|13.58|2.4132730000000002|||185|
|LUMN|LUMN.N|Lumen Technologies|4.43|2.0737330000000003|||169|
|AMST|AMST.O|Amesite|2.88|1.9469029999999998|||186|
|SSTK|SSTK.N|Shutterstock|21.44|1.901141|||169|
|BIDU|BIDU.O|Baidu|89.85|1.262256|||185|

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### 📊 **Key Observations**
1. **AI as a Growth Catalyst**: Companies like **Baidu** and **Salesforce** are leveraging AI to expand into new markets (e.g., Europe for Baidu ) and enhance customer engagement (e.g., Twilio’s SaaS platform ).
2. **Strategic Partnerships**: **BigBear.ai**’s collaboration with DEFCON AI highlights the importance of military and logistics AI applications .
3. **Market Sentiment**: Despite broader tech layoffs (e.g., Oracle cutting 150 roles ), AI-focused firms are thriving due to their long-term growth potential in areas like healthcare (Tempus AI ) and cloud computing (Kingsoft Cloud ).

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### 📊 **Risks & Takeaways**
- **Competition**: Big Tech companies like Microsoft and Meta are aggressively acquiring AI talent, which could disrupt smaller players .
- **Regulatory Risks**: AI expansion in sensitive areas (e.g., autonomous vehicles) faces regulatory hurdles, as seen with Baidu’s partnership with Lyft .
- **Investor Strategy**: Focus on companies with diversified AI applications (e.g., Salesforce, Intel) and strong financial backing (e.g., Baidu’s $500B AI infrastructure plans ).

These stocks are well-positioned to capitalize on the AI boom, making them attractive for long-term investors. 🚀