Hi, I’m Ken, I lead the Xcode team. With the release of Xcode 26.3%, we’re super excited to introduce agentic coding in Xcode, powered by tools using the Model Context protocol. Xcode and coding agents can now work together to handle complex, multi-step tasks on your behalf.Let me show you. I’m working on the Landmarks sample app, which lets users explore interesting places around the world – like national parks and mountain ranges. Now I'm going to add a feature to show the current weather at a landmark.Fi ...

Agentic coding comes to Apple’s Xcode with agents from Anthropic and OpenAI https://t.co/wU0YTtzMRx ...

Group 1 - Tencent's "Spring Festival Red Packet" activity has sparked discussions regarding its sharing mechanism and compliance with WeChat's external link management regulations, with users able to gain up to 30 additional lottery chances through sharing [2] - Tencent's internal communication clarified that the red packet's basic logic is "no threshold for receiving," distinguishing it from the "induced sharing" model that the platform has been combating [2] Group 2 - Leap Motor's chairman, Zhu Jiangming, acknowledged shortcomings in the company's annual meeting, which received negative feedback from employees, and stated that a comprehensive review of the event is underway [5] - Zhu emphasized the need for improvement in organizational capabilities and expressed a commitment to enhance employee and user satisfaction in future events [5] Group 3 - Epic Games has updated its store policy, allowing publishers to independently conduct limited-time free giveaways, a shift from the previous model where only the platform could offer free games [7] - Publishers can now set games to be free for up to 45 days, followed by a 30-day cooldown period after the giveaway ends [7] Group 4 - OpenAI's CEO, Sam Altman, reaffirmed the company's positive relationship with Nvidia, countering rumors about seeking alternative AI chip suppliers and expressing a desire to remain a long-term customer [8] - Reports indicated that a proposed $100 billion investment from Nvidia into OpenAI has stalled, but Altman dismissed these claims as unfounded [8]

Sam Altman told Forbes Pres. Trump has been easy to work with when it comes to AI, though the administration’s nationalist policies don’t quite align with his own or OpenAI’s.“His job is to make sure America wins. And I view our mission as for all of humanity,” Altman said. “There’s some opposition there.”Read more from our conversation with Sam Altman: https://t.co/4CNTnfMosn (Photo: Cody Pickens for Forbes) #Forbes250 ...

>> WE WERE SEEING THE AI JITTERS BACK IN THE MARKET. >> THE RISK ATMOSPHERE IS ELEVATED. >> THE DISPERSION BETWEEN THE HAVE AND HAVE-NOTS ARE ALMOST UNBELIEVABLE.>> PEOPLE SHOULD NOT BE CONCERNED ABOUT THE ABSOLUTE INCREASE IN MARKET CAPITALIZATION. THE CONCERN SHOULD BE THE CAP -- THE CONCENTRATION. >> EARNINGS GROWTH IS THE LAST ENGINE OF RETURN AND THAT ENGINE IS STILL GOING.>> THIS IS BLOOMBERG SURVEILLANCE. JONATHAN: LIVE FROM NEW YORK CITY THIS MORNING, GOOD MORNING. FOR OUR AUDIENCE WORLDWIDE, BLOOMB ...

Welcome to Market Catalyst. I'm Julie Hyman. We are 30 minutes into the US trading day.Let's get to the three market catalyst we're watching this hour. First up, SpaceX and XAI are combining to make a one and a4 trillion dollar giant. We'll discuss what that means for investors and the eventual SpaceX IPO.Plus, valuation concerns loom over Palunteer. We'll talk about what Wall Street needs to see to make that stock a buy. And PayPal shares plunge as the company taps a new CEO and forecasts an earnings decli ...

Group 1: SpaceX and XAI Merger - SpaceX is merging with Elon Musk's AI startup XAI, creating a combined entity valued at $1.25 trillion [7][8]. - The merger aims to develop a space-based communications platform, requiring the launch of a million satellites into orbit [7]. - The integration of SpaceX and XAI is expected to enhance operational efficiency, particularly in building data centers in space [10][13]. Group 2: IPO Outlook - There is a high probability (72%) that SpaceX will go public before OpenAI, with expectations for a potential IPO by June [18][19]. - The IPO market is anticipated to be robust this year, driven by favorable economic conditions and a pro-business administration [87][90]. - Companies are increasingly willing to take risks on IPOs, reflecting a shift in market sentiment towards a more stable environment [91][96]. Group 3: Palantir's Performance - Palantir's stock has seen significant growth, with a recent increase in revenue growth rates from 50% to 70% [33][34]. - The company is capitalizing on opportunities in the U.S. commercial sector, which grew by 137% [35]. - Palantir's unique capabilities in data organization and deployment are contributing to its success in the AI era [37][42]. Group 4: PayPal's Leadership Change - PayPal's shares fell sharply after announcing a leadership change, with Enrique Lores taking over as CEO [57][58]. - The company reported a decline in branded checkout growth, which dropped to 1% from 6% year-over-year [58]. - PayPal's total payment volume for the quarter was $475 billion, indicating its scale in the fintech sector [62]. Group 5: Market Trends and Analyst Insights - Analysts are observing a mixed performance in large-cap technology stocks, with Nvidia and Microsoft facing pressure [4][5]. - Walmart has joined the trillion-dollar market cap club, reflecting strong performance under new leadership [5][6]. - The software sector is expected to continue growing, with good companies likely to outperform in the AI-driven market [40][45].

PERFORMANCE: Prices as of 11.30 am ET on Monday, February 2UPCOMING IPOS: Upcoming IPO and direct listings expected include OpenAI, AGI Inc (AGBK), Speed Group (SPED), and Lendbuzz (LBZZ). Click here to see upcoming IPO calendar on TipRanks. OpenAI is accelerating its plans for a public listing as rivalry with Anthropic intensifies, now planning on listing in Q4 of this year, Berber Jin, Corrie Driebusch, and Kate Clark of The Wall Street Journal reports. OpenAI is holding discussions with Wall Street banks ...

Core Viewpoint - Nvidia is a leading player in the AI revolution, with its high-performance GPUs being essential for AI workloads and data centers, maintaining strong demand and fundamentals despite rising competition and concerns about AI investment costs [1][5][6]. Company Overview - Founded in 1993, Nvidia has evolved from a graphics card company to a leader in accelerated computing, impacting various sectors including AI, autonomous driving, and healthcare [2]. - The company has a market capitalization of approximately $4.6 trillion, with shares up 54.9% over the past year, outperforming the broader market's 15.8% gain [6]. Financial Performance - Nvidia reported record revenue of $57 billion for fiscal 2026 third quarter, a 62% year-over-year increase, surpassing analysts' expectations [7]. - Data center revenue reached a record $51.2 billion, up 66% year-over-year, while the gaming segment generated $4.3 billion, a 30% increase [8]. - Adjusted earnings per share were $1.30, a 60% increase from the previous year, and the company returned nearly $37 billion to shareholders through buybacks and dividends [9]. Market Dynamics - Despite Nvidia's strong position, there are concerns about rising AI-related expenses and the sustainability of revenue growth, leading to a more cautious sentiment among investors [4][5]. - The company is experiencing a shift in the AI investment landscape, with reports indicating a stalled $100 billion investment plan in OpenAI, raising questions about future partnerships [3][4]. Future Outlook - Nvidia's management forecasts fourth-quarter revenue of about $65 billion, indicating continued strong demand for AI hardware [11]. - CEO Jensen Huang highlighted unprecedented demand for Nvidia's new Blackwell chips, suggesting a "virtuous cycle" in AI capabilities driving further need for powerful chips [10]. Analyst Sentiment - Bank of America maintains a "Buy" rating on Nvidia with a price target of $275, reflecting confidence in the company's long-term growth potential despite near-term volatility [12][14]. - A consensus "Strong Buy" rating exists among analysts, with 44 out of 50 recommending the stock positively, indicating strong market confidence in Nvidia's future [15].

“I wish they would do things differently. It’s crazy to me how much time he spends attacking us,” Sam Altman told Forbes, complaining about Elon Musk’s accusations that OpenAI doesn’t act safely. “Their own house is on fire on these things consistently.”Read more from our conversation with Sam Altman: https://t.co/4CNTnfMosn (Photo: Cody Pickens for Forbes) #Forbes250 ...