We’re starting a position in a chip designer poised to roar in the era of AI agents
We’re initiating a position in Arm Holdings , buying 225 shares at roughly $169. Following Monday’s trade, Jim…
Wasted tokens and ‘chaotic’ systems
San Jose CA, commercial hub of silicon valley and its network of freeways. Steve Proehl | The Image…
Nvidia AI chip rivals attract record funding as competition heats up
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Nvidia…
Lumen’s high-stakes fiber bet could pay off
Key points: Lumen Technologies has shed assets and cut debt after it narrowly skirted bankruptcy. The company is…
Anthropic weighs building its own AI chips: Reuters
Artificial intelligence lab Anthropic is exploring the possibility of designing its own chips, three sources said, as the…
AI threat plagues software stocks after latest updates from Anthropic
Software’s artificial intelligence troubles don’t appear as though they will let up anytime soon, following the sector’s slide…
Stitch Fix, apparel retailers may benefit
Michelle Suter has worn mostly big and baggy clothing for years. The 63-year-old retiree who lives in a…
We’re not going to be conservative
Amazon CEO Andy Jassy speaks during a keynote address at AWS re:Invent 2024, a conference hosted by Amazon…
Anthropic gives our cyber stocks and other big tech names an AI stamp of approval
Project Glasswing. Sounds like something out of a spy movie. But those two words from AI poster-child Anthropic,…
Every Major Hyperscaler Is Moving To Arm — Here’s Why It Matters
Counterpoint Research noted on Thursday that the AI infrastructure market is undergoing a structural shift as hyperscalers increasingly…
U.S.-Iran war ‘tax’ begins to hit American businesses and consumers
In an aerial view, Pilot Travel Center gas and diesel prices are displayed near a highway on April…
Thorne reaches $500M in revenue after L Catterton take private
Supplement brand Thorne is on pace to reach $650 million in annual revenue this year, fueled by Gen…