Siemens accelerates integrated circuit design and verification with agentic AI in Questa One [Accessibility Statement] Skip Navigation- Delivers Agentic AI autonomous workflows that operate within the verification domain under customer-defined governance boundaries with autonomous goal decomposition, adaptive cross- run strategies and persistent expertise building- Designed to work seamlessly with the Fuse EDA AI system, Siemens' agentic and generative framework for electronic design automation (EDA)- Flexi ...

Bloomberg, UBS Equity analysts still attach attractive valuations to many European stocks at the heart of the selloff over artificial intelligence disruption fears, revealing a sharp contrast with investors over how to assess companies in the frontlines of the AI reckoning. UBS Group AG’s EU AI Risk basket — a collection of 34 recruitment firms, media groups, and business services providers facing potential AI upheaval — has plunged 38% in a year. Yet target prices set by sell-side analysts imply that th ...

Core Viewpoint - Nvidia continues to experience significant revenue growth, reporting its 11th consecutive quarter with revenue growth exceeding 55%, driven by strong demand for its AI chips [1][2]. Financial Performance - Nvidia's year-over-year revenue is projected to surge approximately 77% this quarter, reaching around $78 billion, marking the fastest growth rate since January 2025 [2]. - Revenue in the fourth quarter increased by 73%, surpassing estimates, following a 62% growth in the previous quarter [3]. - The data center business, which includes Nvidia's AI graphics processing units, now constitutes over 91% of total sales [3]. Product Development - The company is ramping up production of its next-generation AI system, Vera Rubin, which is expected to deliver ten times more performance per watt compared to its predecessor, Grace Blackwell [4]. - Nvidia has already shipped its first Vera Rubin samples to customers and anticipates widespread deployment among model builders and cloud providers [6]. Market Position and Competition - Nvidia's shares remained stable after an initial rise, reflecting high investor expectations, with the company valued at nearly $5 trillion due to its leadership in AI processors [8]. - Competition is emerging from Advanced Micro Devices (AMD), which plans to release its first rack-scale AI system, Helios, later this year [8]. - Major customers like Amazon and Google are developing their own in-house AI chips, posing a potential risk to Nvidia's future results [9]. Future Outlook - Nvidia expects growth this year to exceed previous projections for a $500 billion revenue opportunity between its Blackwell and Rubin systems [6]. - However, growth is anticipated to slow significantly beyond fiscal 2027, dropping from 63% this year to 30%, 11.5%, and 3% in the following three years [9]. - The company has not included any potential data center revenue from China in its forecasts due to uncertainties surrounding export controls [13][15].

Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada, US, on Tuesday, Jan. 6, 2026. Siemens and Nvidia announced an expansion of their strategic partnership to develop industrial and physical AI solutions to bring AI-driven innovation to industrial workflow. Photographer: Bridget Bennett/Bloomberg via Getty ImagesIt's a good day for the artificial intelligence sector. New partnerships and earnings reports from AI-related companies lifted sentiment whic ...

Core Insights - The American robotics industry is experiencing significant growth, driven by commercial breakthroughs, venture capital investments, and regulatory advancements, positioning the U.S. as a leader in global automation [2][4]. Industry Overview - Global industrial robot installations reached a record market value of $16.7 billion, indicating robust demand and adoption across various sectors [3]. - The global robotics funding exceeded $10.3 billion in 2025, marking the highest level since 2021, with significant investments in medical and humanoid robotics [4]. - The global medical robots market is projected to grow from $18.32 billion in 2026 to $72.54 billion by 2035, reflecting a compound annual growth rate (CAGR) of 16.62% [4]. - The humanoid robotics market is expected to grow at a remarkable CAGR of 39.2%, highlighting the rapid evolution and potential of this segment [4]. Company Highlights - Intuitive Surgical's da Vinci 5 robot received FDA clearance for nine cardiac procedures, expanding its surgical capabilities and driving an 18% increase in da Vinci procedures in 2025 [12]. - Teradyne's robotics division is experiencing growth, with its Universal Robots showcasing a new palletizing solution at CES 2026 and launching ElevateX 2026 in Bengaluru to enhance its presence in Asian markets [13]. - Nvidia is establishing itself as a foundational platform for physical AI and robotics, unveiling a comprehensive robotics stack at CES 2026 and partnering with major manufacturers to drive reindustrialization [14]. - Trimble is enhancing its robotics franchise with precision positioning technologies, integrating its systems into autonomous robotics platforms and expanding its distribution for automated construction robotics [15]. Market Dynamics - The surgical robotics sector is becoming increasingly competitive, with Medtronic's Hugo system receiving FDA clearance and Johnson & Johnson submitting a request for its Ottava system [5]. - The elder care assistive robotics market is projected to grow from $3.38 billion in 2025 to $9.85 billion by 2034, driven by aging demographics and increasing demand for assistive technologies [6]. - Collaborative robotics are gaining traction, with nearly half of U.S. small and medium manufacturers now integrating collaborative robots (cobots), up from 27% two years ago [7]. - The U.S. Army's launch of an AI and machine learning officer specialty and the Pentagon's $13.4 billion budget for autonomous systems underscore the growth potential in defense and space robotics [8]. Investment Outlook - Despite trade tensions, there is a push for domestic manufacturing investments, and the convergence of private capital and policymakers is creating a favorable environment for robotics investments [9]. - The current landscape presents a timely entry point for investors, with physical AI becoming essential and humanoid robots being deployed in various environments [9].

Key TakeawaysRBA Governor Michele Bullock emphasized the need for "patience" in assessing monetary policy after raising the cash rate to 3.85% to combat persistent inflation.The USD/JPY pair surged 0.32% to reach a fresh two-week peak of 156.45, reflecting continued divergence in global interest rate expectations.German Chancellor Friedrich Merz arrived in Beijing for high-stakes talks with President Xi Jinping, focusing on trade relations and the impact of new US tariffs.Russian authorities imposed a new f ...

February 13, 2026 05:30 AM GMT Capital Goods | Europe 800vDC Data center - First Inning: What we have heard so far from the Electrical suppliers Since we first wrote in September, investor interest around the shift to 800vDC data center architecture has clearly intensified. Post 4Q25, we assess the latest developments across cap goods suppliers. Delta and Eaton still lead globally, while there is more debate on positioning of EU suppliers We have been early on the 800vDC topic. first writing it in Sep-2025 ...

Core Viewpoint - Honeywell International Inc. is strategically enhancing its capabilities through the acquisition of Johnson Matthey's Catalyst Technologies business, while also receiving a positive price target adjustment from Goldman Sachs, indicating potential stock growth. Group 1: Acquisition Details - Honeywell has amended its agreement to acquire Johnson Matthey's Catalyst Technologies business segment, reducing the acquisition price to £1.325 billion from £1.8 billion, which is expected to enhance its Process Technologies capabilities [2][5] - The long stop date for the transaction is set for July 21, 2026, with a possible extension to August 21, 2026, if necessary [2] Group 2: Stock Performance - Honeywell's stock is currently priced at $243.97, reflecting an increase of 1.33% or $3.20 [3][5] - The stock has shown volatility today, with a low of $240.30 and a high of $244.50, and over the past year, it has fluctuated between a high of $245.63 and a low of $169.05 [3][5] Group 3: Market Position - Honeywell's market capitalization is approximately $154.9 billion, indicating a substantial presence in the industrial sector [4] - The trading volume for the day is 2,681,320 shares, showing active investor interest [4] - Ongoing commercial collaborations with Johnson Matthey aim to deliver significant value to customers globally, further strengthening Honeywell's market position [4]

ARLINGTON, Va.--(BUSINESS WIRE)--Siemens Government Technologies Announces Newest Board Member. ...

Core Insights - Cadence Design Systems' stock increased by 9% following the release of earnings that surpassed analysts' expectations, reporting an adjusted EPS of $1.99 and revenue of $1.44 billion for Q4 2025, reflecting a 6% year-over-year growth in both metrics [1] Group 1: Financial Performance - The company reported an adjusted earnings per share (EPS) of $1.99 and revenue of $1.44 billion for the fourth quarter of 2025, exceeding analysts' expectations of $1.91 EPS and $1.42 billion in revenue [1] - For the next fiscal year, Cadence expects revenue between $5.9 billion and $6 billion, aligning with FactSet's expectation of $5.94 billion [4] Group 2: Business Strategy and Market Trends - Approximately 45% of Cadence's business now comes from "system companies," which include hyperscalers and end producers of phones and cars, indicating a shift towards integrated hardware and software solutions [2] - The trend of system companies designing their own chips to optimize their hardware and software stack is expected to accelerate, as highlighted by examples from Apple and Google [3] Group 3: Competitive Landscape - Cadence competes with other companies in the chip design software market, including Synopsys and Siemens [4]