Finance news

1,673 items · filtered by Kanal: semiconductors

The Smartest Way to Play the AI Boom in 2026

If you've been investing in the AI boom, you probably own most of the same names everyone else does. NVIDIA for the chips. Microsoft, Google and Amazon for the cloud. Maybe Meta for the consumer side. Maybe Palantir or one of the AI software names. Possibly TSMC for exposure to the manufacturing layer. And that playbook has worked well for investors. NVIDIA alone has minted more wealth in two years than most companies create in a century. The hyperscalers have all hit fresh highs. AI software st

◇ unclassifiedmiddle-east · russia · usa

25d06/16⚠ war-conflict · 2/5

Intel takes a major step toward turning around a business that’s bleeding cash

Intel’s new manufacturing process has entered a stage that signals the company is confident in its ability to bring on external customers, analysts say.

◇ unclassifiedusa

25d06/16

Latin America and Europe are bystanders in the US-China AI race, says Lula’s top adviser

The race for artificial intelligence has hardened into a two-power contest between the United States and China, fought over rare earths, data and the rules governing the technology, with Latin America and Europe sidelined, Brazil’s top foreign policy adviser said on Tuesday. Celso Amorim, a former foreign and defence minister, made the case at the Forte de Copacabana International Security Conference in Rio de Janeiro, an annual forum run by the Brazilian Centre for International Relations with.

◇ unclassifiedchina · asia · usa

25d06/16⚠ war-conflict · 2/5

Databricks sales growth tops 80%, but margin are shrinking from swarm of AI agents

Databricks is seeing higher growth as AI agents assist with data analysis, but all that activity is significantly increasing costs.

◇ unclassifiedusa

25d06/16

Wall Street can’t stop talking about ‘MANGOS’ stocks as the ‘Magnificent Seven’ becomes passé

Wall Street has a new way to sell the artificial-intelligence trade: take the companies investors most want to own, including some they still cannot buy, and turn them into an acronym.

◇ unclassifiedusa

25d06/16

Intel begins production of most-advanced chip, inching closer to possible Apple deal

Intel is entering production of 18A-P, its most-advanced chip node that could be the target of a coming deal with Apple

◇ unclassifiedusa

25d06/16⚠ war-conflict · 3/5

Nvidia’s Jensen Huang says society needs ‘new social norms’ in the age of AI

Nvidia CEO Jensen Huang – whose work helped enable artificial intelligence – stressed in an interview on Tuesday that society has no choice but to change in the advent of AI. Huang has been optimistic about the technology’s potential to rapidly change society, creating faster economic growth and more scientific breakthroughs. But as the head of a computer chip company now developing AI systems, Huang has felt obliged to respond to critics who warn of job losses and threats to humanity...

◇ unclassifiedchina · asia

25d06/16⚠ war-conflict · 3/5

Renault teams up with Thales to boost France’s drone production

The carmaker will build Thales’ Toutatis remotely operated loitering munitions at one of its factories, with estimated production of 1,000 units a month.

◇ unclassifiedusa · europe · russia

25d06/16

Why RADR Could Be Lantern Pharma's Most Undervalued Asset

Most people look at Lantern Pharma ($LTRN) and see a small biotech with a few oncology programs. What they often miss is RADR. RADR isn't a chatbot. It's an AI-driven oncology platform designed to identify which patients are most likely to respond to specific therapies by analyzing billions of data points across genomics, transcriptomics, drug response datasets, and clinical outcomes. Instead of asking: "Which drug fits this cancer?" RADR asks: "Which patients are most likely to benefit from thi

Social◇ unclassifiedsocial-signal

25d06/16⚠ war-conflict · 1/5

Question for Group, Appreciate any feedback provided!

I am a recently retired 65year old. Below I've listed out my current IRA AA below and would like to ask for feedback. I realize I'm being overly conservative here, but as a retail investor facing this volatile market going into Retirement seems really daunting. For this IRA I just want to minimize any Capital losses as result of a market correction given this volatile market. For context, this IRA money ($2M) is all in our Fidelity IRA Account. I am not planning to touch this money for 5+ yrs. I

Social◇ unclassifiedusa

26d06/16

Corporate leaders turn to new doctorate to strategise AI adoption

[The content of this article has been produced by our advertising partner.] For modern-day businesses, effective AI adoption is increasingly seen as make or break if they are to stay competitive. Executives do see this potential but frequently reduce it to little more than a tool for drafting reports or creating slides. And this digital divide is what the Doctor of Business Artificial Intelligence (DBAI) at PolyU Business School of the Hong Kong Polytechnic University sets out to address. As...

◇ unclassifiedchina · asia

26d06/16⚠ war-conflict · 3/5

As Europe rearms, ‘wingman’ aircraft take center stage

European and U.S. defense forces are rapidly developing their own AI-powered drones to complement their fighter jets and carry extra battlefield tech.

◇ unclassifiedusa · europe · germany

26d06/16

Are close to the top of the market eval?

I can’t imagine companies getting much larger than this. For Google to 2x or NVIDIA from here, it would need to become a roughly valued $10 trillion company. At what point does the financial statement actually justify a $10 trillion valuation? I just can’t fathom there being enough consumer money in the world to support that kind of valuation for a single businesses. Maybe I’m missing something, but it feels difficult to imagine companies continuing to grow at the same pace or any higher once th

Social◇ unclassifiedsocial-signal

26d06/16⚠ war-conflict · 3/5

Security: US ban on Anthropic AI alarms security politicians

The US government has ordered the blocking of high-performance software with artificial intelligence. Federal Interior Minister Dobrindt calls for this security risk to be eliminated.

◇ unclassifiedgermany · europe

26d06/16⚠ war-conflict · 3/5

Trump signals he could send details of Iran deal to Congress

The peace deal announced Sunday is meeting lukewarm reactions from Congress, including some allies of President Donald Trump.

◇ unclassifiedusa · uk · iran

26d06/16⚠ war-conflict · 3/5

EXCLUSIVE: Inside the Army’s efforts to jam its own forces — and what it learned

Breaking Defense embedded with the Army’s red team during the Ivy Mass exercise. The key takeaways will drive tactics and procurement going forward.

◇ unclassifiedusa · europe

26d06/16

MBDA advances land version of its naval missile as European strike weapon

Europe lacks long-range strike options that provide deterrence by holding Russian assets at risk, a gap that countries are trying to patch.

◇ unclassifiedusa · europe · germany

26d06/16

This little-known AI stock has beaten Micron and Arm this year, and now it’s extending its lead

Rackspace shares are surging Tuesday following a new deal with AMD.

◇ unclassifiedusa

26d06/16

'Godfather' of options sees SpaceX surpassing Nvidia, Tesla as early trades come in

SpaceX options are officially listed, and they're off to the races.

◇ unclassifiedusa

26d06/16⚠ war-conflict · 3/5

Rheinmetall pitches shipping container that can spit out swarms of attack drones

One container can hold 18 of the company’s FV-014 munitions, meant to plop out of the container by way of rocket-assisted start.

◇ unclassifiedusa · europe · germany

26d06/16

Europe rearms: Battle management, counter-UAS, and real AI at the edge

[Sponsored] Mapping Europe’s modernization from the Eastern drone wall to actual artificial intelligence resident in tanks.

◇ unclassifiedusa · europe

26d06/16

The new oil? Inside the effort to turn AI computing power into a tradeable commodity

AI compute futures could eventually rival some of the world's largest commodity markets, Silicon Data's Carmen Li believes.

◇ unclassifiedusa · russia

26d06/16⚠ war-conflict · 2/5

Philippines vows to block structures at Scarborough Shoal amid fears of Chinese expansion

A floating Chinese platform at Scarborough Shoal has revived fears in the Philippines that Beijing could be taking another incremental step towards turning one of the South China Sea’s most sensitive disputed features into a permanent outpost. The Armed Forces of the Philippines said on Tuesday it would not allow any structure to be built at the shoal, nearly three weeks after satellite images first showed a possible floating platform there. “We are not allowing that to happen. We’re not...

◇ unclassifiedchina · asia

26d06/16

Agriculture Minister in the Far East: Hamsters like the Japanese

Agriculture Minister Alois Rainer wants to improve Germany's emergency preparedness and introduce a “ravioli reserve”. He is now finding inspiration for this in Japan.

◇ unclassifiedgermany · europe · japan

26d06/16

China’s AI outpaces global rivals but trails in trust, survey shows

Many people believe Chinese artificial intelligence models are leading the global tech race – even in countries considered key US allies – according to a new poll by the London-based consultancy Public First. However, the poll also revealed that China lags in trust regarding its AI models. The survey, which covered over 18,000 people across 15 countries, found that respondents from 11 nations acknowledged China’s AI leadership. These included Canada, Britain and France, where at least 40 per...

◇ unclassifiedchina · asia · uk

26d06/16⚠ war-conflict · 3/5

Artificial intelligence: SpaceX wants to take over start-up

The space company swallows the software company Anysphere for 60 billion dollars. This is intended to strengthen SpaceX's AI division.

◇ unclassifiedgermany · europe

26d06/16

Hong Kong Science Park, SenseTime partner to build home-grown AI data centre

The Hong Kong Science and Technology Park (HKSTP) and SenseTime, a Chinese artificial intelligence firm headquartered and listed in the city, have partnered to build a home-grown AI data centre by 2030 to support the sector’s industrialisation. The data centre will be built in three stages, with phase one expected for completion by the end of this year, targeting 40,000 petaflops – a measure of computing power used to train AI models – by 2030, the HKSTP said on Tuesday. Terry Wong Ping-sau,...

◇ unclassifiedchina · asia · usa

26d06/16

Artificial intelligence: SpaceX wants to buy AI startup Anysphere for $60 billion

Shortly after the IPO, SpaceX wants to take over the programming assistant Cursor. SpaceX could thus replace Amazon in fifth place among the most valuable companies.

◇ unclassifiedgermany · europe

26d06/16

3D printing: The shoe farmers

A young German founder wants to shake up the industry with 3D printed shoes. With money from Peter Thiel – and lessons from Spotify’s triumph.

◇ unclassifiedgermany · europe

26d06/16⚠ war-conflict · 3/5

China showcases anti-drone air defences at Paris show as conflict fuels demand

China’s largest ground-based arms manufacturer is displaying air defence systems specifically for drone warfare, along with advanced artillery equipment at this year’s Eurosatory exhibition in France. Demand for air defence solutions is skyrocketing, fuelled by the conflict in Ukraine and the US-Israeli war on Iran which have been largely defined by the use of unmanned aerial vehicles (UAV) and missiles. North Industries Group Corporation (Norinco) is using miniature models to display its...

◇ unclassifiedchina · asia · europe

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