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Intel Foundry: Geopolitics Got It Here. Now The Tech Has To Deliver
Trefis54d agoneutral
Intel Foundry: Geopolitics Got It Here. Now The Tech Has To Deliver

Intel's (INTC) stock has risen roughly sixfold from its 2025 lows, trading at over $120 per share. The move reflects a fundamental rethinking of Intel's foundry business, which has received a vote of confidence from the U.S. government and marquee customers, who reportedly include Nvidia (NVDA), Tesla (TSLA) and Google (GOOG). With fabs in Arizona and Oregon, Intel is the only American company that both designs and manufactures leading-edge chips on U.S. soil, giving it a geopolitical hedge that

Alphabet (GOOGL) Expands AI Reach With New Lab Deal And Real Estate Ads
Simply Wall St.54d agoneutral
Alphabet (GOOGL) Expands AI Reach With New Lab Deal And Real Estate Ads

Google Cloud, part of Alphabet (NasdaqGS:GOOGL), has been selected as the infrastructure provider for Ineffable Intelligence, a new AI lab founded by AlphaGo pioneer David Silver. The partnership includes deployment of one of the largest clusters of NVIDIA-powered GPUs to support Ineffable Intelligence's research and AI workloads. Alphabet has launched a nationwide rollout of Enhanced Local Services Ads that surface home listing data directly in Google Search and connect users instantly with...

French startup bets on non-humanoid design in crowded AI robot race
Reuters54d agoneutral
French startup bets on non-humanoid design in crowded AI robot race

Genesis AI, the French robotics startup backed by former Google CEO Eric Schmidt, unveiled ‌its first general-purpose robot on Tuesday, as AI capabilities expand beyond chatbots and ‌into physical machines. The robot, named Eno, breaks from the humanoid design usually favoured by leading manufacturers, featuring ​a wheeled base rather than legs, a foldable tower and hands that the company says match the form of a human hand. Founded in early 2025, Genesis AI has raised $105 million (€90.6 million), one of France's largest and matching the record seed round of Mistral AI - Europe's leading AI company.

Is Pacific Biosciences of California, Inc. (PACB) One of the Best Genomics Stocks to Buy According to Wall Street?
Insider Monkey54d agobullish
Is Pacific Biosciences of California, Inc. (PACB) One of the Best Genomics Stocks to Buy According to Wall Street?

Pacific Biosciences of California, Inc. (NASDAQ:PACB) is one of the 8 Best Genomics Stocks to Buy According to Analysts. On May 26, Pacific Biosciences of California, Inc. (NASDAQ:PACB) began global shipments of its SPRQ-Nx sequencing chemistry and new multi-use SMRT Cells for the Revio platform. The firm lowered the per-genome list price to $345 and authorized […]

This Week In Cloud AI - Enhancing Security Through Zero Trust Visibility Collaboration
Simply Wall St.54d agoneutral
This Week In Cloud AI - Enhancing Security Through Zero Trust Visibility Collaboration

Gigamon has announced a collaboration with Zscaler to enhance deep observability within Zero Trust environments by integrating Zscaler Private Access with Gigamon's Application Metadata Intelligence. This development aims to improve visibility into application activity in hybrid cloud setups, aiding security teams in addressing the challenges of managing complex security infrastructures. The partnership offers organizations the ability to strengthen threat detection capabilities through...

Howard Marks: Investing in AI Stocks Is ‘Closer to Speculating’ Than Analysis
24/7 Wall St.54d agoneutral
Howard Marks: Investing in AI Stocks Is ‘Closer to Speculating’ Than Analysis

Although the AI buildout has minted trillions in fresh market value across Wall Street, Howard Marks thinks buyers of these stocks are kidding themselves about what they actually own. On a recent Prof G Markets appearance, Oaktree Capital co-founder Marks laid out a spectrum running from “analytical investing in prosaic, understandable companies” to “speculative investing ... Howard Marks: Investing in AI Stocks Is ‘Closer to Speculating’ Than Analysis

Bloomberg54d agoneutral
Trump’s Anthropic Crackdown Sets Off AI Alarms for US Allies

(Bloomberg) -- With the recent crackdown on Anthropic, the Trump administration has given global leaders another reason to panic about their place in the technology race.Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USStudios in Microsoft’s Xbox Division Brace for ClosuresNetanyahu Pays a Political Price for Trump’s Iran DealUS and Iran Agree to Halt War, Restart Middle East Oil ShipmentsUS at Odds With Allies Over How Easy It Is to Reopen HormuzOn Friday, the

SpaceX Approaches $3 Trillion Market Value as Post-IPO Rally Continues
InvestorsHub54d agobullish
SpaceX Approaches $3 Trillion Market Value as Post-IPO Rally Continues

SpaceX (NASDAQ:SPCX) shares continued their remarkable advance in premarket trading on Tuesday, building on strong gains from their first two sessions as a public company and pushing the aerospace group toward a market capitalization of nearly $3 trillion. The rocket and satellite operator completed the largest initial public offering in history last week, ending its first day of trading on Friday with a valuation of approximately $2.

Alphabet (GOOGL) Stock After 109% Year Gain And AI Headlines Is It Still Reasonable Priced
Simply Wall St.54d agoneutral
Alphabet (GOOGL) Stock After 109% Year Gain And AI Headlines Is It Still Reasonable Priced

If you are wondering whether Alphabet at US$369.35 is still priced fairly or already running ahead of itself, the starting point is understanding what the current market data actually says about value. The stock has returned 1.7% over the past week, is down 6.9% over the last month, and shows gains of 17.2% year to date and 109.5% over the past year, which can change how investors think about both upside and risk. Recent headlines have focused on Alphabet's role in artificial intelligence,...