Jensen Huang, president/CEO of Nvidia, speaks during a Siemens keynote at CES 2026, an annual consumer electronics trade show, in Las Vegas, Nevada, U.S. January 6, 2026. REUTERS/Steve... Purchase Licensing Rights, opens new tab Read more SAN FRANCISCO, Feb 25 (Reuters) - Nvidia (NVDA.O), opens new tab may have made its immense fortune on the back of specialized graphics processing units (GPUs) used to power artificial intelligence servers, but CEO Jensen Huang is increasingly professing his love for the mo ...

Intel Is Up 90% in 12 Months. Can It Actually Sustain This Comeback in 2026? - 24/7 Wall St.[S&P 5006,945.30 +0.79%][Dow Jones49,476.00 +0.63%][Nasdaq 10025,309.80 +1.32%][Russell 20002,665.75 +0.53%][FTSE 10010,819.80 +0.99%][Nikkei 22559,655.30 +2.98%][Live Nasdaq Composite: Tech Tailwinds Boost Market Sentiment, Reclaiming Lost Ground][Investing]# Intel Is Up 90% in 12 Months. Can It Actually Sustain This Comeback in 2026?### Quick ReadIntel (INTC) rebounded 90% in the past year but trades at 112 times e ...

________________________________ 1 CPU and GPU specifications may vary depending on model, country, or region. 2 Intel Core Ultra Series 3 processors are compatible with Copilot+ PCs. 3 For more information on CPU speed and performance visit intel.com/performanceindex Intel, the Intel logo, and other Intel marks are trademarks of Intel Corporation or its subsidiaries. 4 Heat dissipation improvement of 35% compared to Galaxy Book5 Pro 16″ with Intel® Core™ Ultra 7 (Series 2) 258V processor. Results are based ...

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Core Insights - SambaNova Systems has raised $350 million in a funding round led by Vista Equity Partners and Cambium Capital, with participation from Intel Capital, to capitalize on the growing demand for AI inference chips [1][2][3] Group 1: Funding and Partnerships - The funding will be used to expand SambaNova's new SN50 AI chip, scale its SambaCloud platform, and enhance enterprise software integrations [3] - SambaNova has signed a multi-year agreement with Intel to provide cost-effective AI inference solutions for AI-native companies, complementing Intel's existing data center GPU commitments [3] Group 2: Market Context - Inference chips, which are essential for running AI models and enabling real-time decisions, have garnered significant investor interest due to competition with Nvidia and the need for faster, more efficient hardware [2] - The investment by Vista Equity Partners marks a departure from its traditional focus on enterprise software, indicating a strategic shift towards the semiconductor sector [4]

Vi e w p o i n t | 20 Feb 2026 11:21:44 ET │ 17 pages US Semiconductor Equipment SPIE 2026 Investor Packet CITI'S TAKE We will be attending the SPIE Advanced Lithography conference from Feb 22-26 in San Jose, California, and hosting meetings with Lam Research, KLA and Applied Materials management teams. The conference features keynotes by a) SK Hynix on HBM technology evolution b) high-NA EUV/process control updates by ASML/IBM/TSMC, and c) Advanced packaging solutions presentations by Rapidus/Micron. Moreo ...

Core Insights - Quantum Critical Metals Corp. has appointed Melissa Sanderson to its Technical Advisory Committee, enhancing its technical and strategic capabilities in critical minerals [1][4] Group 1: Appointment and Expertise - Melissa Sanderson is recognized for her expertise in critical minerals, rare earth elements, sustainability, and Indigenous issues affecting global resource development [2][4] - Her background includes senior executive roles in mining, government service, and academia, providing a comprehensive perspective on geopolitics and market strategy [2][3] Group 2: Strategic Importance - The appointment comes at a time when securing critical mineral supply chains is increasingly important for governments and industries [4][5] - Sanderson's experience in leveraging investor and government relationships will aid Quantum in navigating market entry and expansion strategies [4] Group 3: Company Overview - Quantum Critical Metals Corp. focuses on advancing critical metals projects essential for next-generation technologies, with a portfolio that includes various promising assets in Canada [7][8] - The company aims to support the transition to a secure and sustainable critical metals supply in the West [8]

Core Insights - Helix BioPharma Corp. presented new data on its CEACAM6-directed antibody-drug conjugate (ADC) program at the 16th Annual World ADC London conference, highlighting its commitment to developing innovative cancer therapies [1][2] Group 1: Presentation Highlights - The presentation titled "Next-Generation ADCs: Unlocking the Potential of CEACAM6-Directed Targeted Therapies" was delivered by Dr. Jonathan Davis, showcasing Helix's leadership in ADC technology [2] - CEACAM6 was identified as a promising therapeutic target due to its high expression in various epithelial cancers, association with poor clinical outcomes, and limited presence in healthy tissues [3] - Data presented demonstrated the tumor-selective binding profile of Helix's proprietary anti-CEACAM6 VHH, supporting the development of next-generation ADCs that minimize off-target effects while delivering potent therapeutic payloads [3][4] Group 2: Company Pipeline and Innovations - Helix's lead candidate, Tumor Defense Breaker™ L-DOS47, is designed to enhance the sensitivity of CEACAM6-expressing tumors to therapy and has shown favorable safety and clinical activity in Phase I/II studies for non-small cell lung cancer (NSCLC) [6] - The company is also advancing two pre-IND candidates: LEUMUNA™, an oral immune checkpoint modulator for post-transplant leukemia relapse, and GEMCEDA™, a first-in-class oral gemcitabine prodrug with bioavailability comparable to intravenous administration [6]

Core Insights - Intel is investing in SambaNova, an AI chipmaker, to compete with Nvidia in the AI chip market [1][2][4] - SambaNova has developed a new chip, the SN50, which claims to outperform Nvidia's GPUs while offering better value [8] Company Developments - SambaNova has entered a multiyear collaboration with Intel to adopt Intel server chips and graphics cards [2] - Intel is participating in a $350 million funding round for SambaNova, having initially invested in the company in 2019 [2] - The partnership aims to enhance sales and marketing efforts to increase adoption of SambaNova's products [5] Market Context - Nvidia has been the dominant player in the AI chip market, benefiting significantly from the AI boom initiated by the launch of ChatGPT in late 2022 [3] - Intel's revenue has been declining for four consecutive years, highlighting the need for strategic partnerships to regain market position [3][4] Product Insights - The SN50 chip from SambaNova is designed to connect up to 256 processors, providing higher performance than Nvidia's B200 systems [8] - SambaNova is also looking to expand its cloud services for running AI models and plans to sell clusters for data centers [9] Leadership and Strategy - Rodrigo Liang, co-founder and CEO of SambaNova, emphasizes the importance of careful planning in their collaboration with Intel [6] - Lip-Bu Tan, who has been involved with SambaNova since 2017, is also leading Intel's efforts in the AI space [7]

A technical partnership embraces SambaNova Systems, which Intel's chief, Lip-Bu Tan, helps lead as an investor and chairman. ...