8+ hour, 23+ min ago   (584+ words) SoftBank Group shares plunged up to 13% on Monday (September 14), erasing previous gains after OpenAI CEO Sam Altman ruled out a 2026 initial public offering. The delay intensifies Wall Street concerns regarding extended monetization timelines for heavy artificial intelligence capital expenditures. As…...

9+ hour, 32+ min ago   (489+ words) Anthropic has secured a six-year, $13.7 billion AI computing power procurement agreement with RUM Group, backed by U.S. President Donald Trump, to support Claude models and enterprise expansion ahead of its IPO. While this political and business alliance enhances prospects for lucrative…...

3+ day, 23+ hour ago   (275+ words) TradingKey - OpenAI Chief Financial Officer Sarah Friar stated that the company's enterprise business is becoming a key engine for revenue growth, according to Reuters. From June to July, OpenAI's enterprise revenue grew by 32%, outpacing the 20% growth rate of the company's…...

3+ day, 20+ hour ago   (766+ words) The most important change from the previous AMD set up is the management view of the market. At Citi, AMD said its total AI opportunity is potentially $2 trillion, with the server CPU opportunity in the range of $220 billion. More importantly…...

3+ day, 21+ hour ago   (938+ words) IBM in Q2 came in at $17.2 billion in revenue, a 1% increase year over year. The quarter was somewhat of a mixed bag, with software growing revenue 5%, while consulting was flat and infrastructure declined by 7%, respectively. The more critical detail regarding Red…...

3+ day, 23+ hour ago   (861+ words) The success of Muse could validate their move away from ad based products and services to something more AI related. Given that investors have been staying on the sidelines until AI based products were available, the adoption of Muse will…...

4+ day, 7+ hour ago   (460+ words) TradingKey BNB (BNBUSD) Is down 1.41% on Sep 10: What Do On-Chain Data and Market Sentiment Show? BNB (BNBUSD) is down 1.41% at Sep 10 00:00(ET), now at $721.6, with a 7-day down of 0.08%. What is driving BNB (BNBUSD)’s stock price down today? The…...

4+ day, 8+ hour ago   (494+ words) Top Meta AI researcher Andrew Tulloch has resigned less than a year after returning to the company on a massive compensation package, dealing a setback to Mark Zuckerberg’s high-stakes artificial intelligence strategy. Tulloch’s departure—following similar exits at Anthropic—threatens…...

4+ day, 21+ hour ago   (1286+ words) As vendas no mercado de reposição — incluindo peças sobressalentes, reparos, serviços e suporte — responderam pela maior parte da receita no 2º trimestre fiscal. A administração caracterizou esse negócio como mais recorrente do que os pedidos de novos sistemas, já que os…...

4+ day, 20+ hour ago   (844+ words) Applied Materials reported fiscal Q3 revenue of $9.12 billion, up 25% year over year. GAAP gross margin reached 50.3%, non-GAAP gross margin was 50.4%, and non-GAAP EPS rose 41% to a record $3.50. The company also generated record quarterly operating cash flow of $3.04 billion. What stands out…...