Core Viewpoint - Investors are increasingly optimistic about Alphabet Inc.'s semiconductor business, particularly its tensor processing unit (TPU) chips, which could significantly contribute to future revenue growth for the company [1][2]. Group 1: TPU Business Potential - The success of TPUs has driven a 30% rally in Alphabet's stock during the fourth quarter, making it one of the best performers in the S&P 500 Index [2]. - There is optimism that Alphabet could begin selling TPUs to third parties, potentially creating a new revenue stream that could be valued at nearly $1 trillion [2][3]. - If Alphabet captures 20% of the artificial intelligence market through TPU sales, it could represent a business worth approximately $900 billion [3]. Group 2: Competitive Landscape - TPUs are application-specific integrated circuit (ASIC) chips designed to accelerate machine learning workloads, making them cheaper than Nvidia's semiconductors, which is advantageous amid rising concerns about AI-related spending [5]. - Alphabet's leadership in AI across various layers, including TPUs and Google Cloud, provides a competitive edge [6][7]. Group 3: Sales Projections and Revenue Impact - Morgan Stanley's estimates suggest that around five million TPUs could be sold in 2027, a 67% increase from previous estimates, with projections of seven million in 2028, representing a 120% increase [8]. - Selling 500,000 TPU chips to third-party data centers could add approximately $13 billion to Alphabet's 2027 revenue, boosting total sales by nearly 3% [9]. Group 4: Market Valuation and Investor Sentiment - Alphabet's shares are currently trading at around 27 times estimated earnings, near their highest since 2021, yet still cheaper than competitors like Apple and Microsoft [10][11]. - Despite some investors taking profits, there remains a positive outlook on Alphabet's potential for TPUs to become a significant revenue driver, supported by tangible progress in AI [11].

Core Insights - Digital Turbine's App Growth Platform (AGP) operates a programmatic marketplace for ad inventory, charging demand-side platforms (DSPs) and sharing revenues with publishers [1] Group 1: Business Performance - Digital Turbine's AGP business is experiencing strong growth, with a 30% year-over-year increase in supply volumes in fiscal Q2 2026 [2] - The AGP segment generated $44.7 million in revenues, reflecting a 20% year-over-year growth [4] - The company is enhancing its AGP platform by integrating AI and machine learning to improve ad targeting and return on ad spend [3][4] Group 2: Competitive Landscape - Digital Turbine does not face significant competition in its AGP business, as many industry players are customers on the DSP side [5] - However, broader competition exists from companies like AppLovin and Unity Software, which operate in mobile ad-network and app monetization [6][7] Group 3: Valuation and Estimates - Digital Turbine's shares have increased by 245.8% over the past year, significantly outperforming the Zacks Internet – Software industry's growth of 1.1% [8] - The company trades at a forward price-to-book ratio of 3.72X, which is lower than the industry average of 5.82X [10] - The Zacks Consensus Estimate for fiscal 2026 earnings indicates a year-over-year decline of 5.7%, with recent downward revisions [11]

[musica] [musica] [musica] E vi pongo una domanda semplice che può sembrare ridicola e facile liquidarla. È possibile che una macchina diventi più intelligente di un essere umano. Ecco, la tentazione è liquidarla come una stupidaggine ridicola, perché tanto come si fa a sapere? Come si costruisce? Cosa capita dopo? Sono troppe domande che vengono e in effetti sarebbe meglio non pensarci se non fosse che abbiamo dei risultati sperimentali, seri, ripetibili, che ci obbligano a considerarla. Vedete, oggi è pos ...

Expanded relationship to improve mission results and program performance using advanced cloud-based tools and technologies Raytheon, an RTX business, is a leading provider of defense solutions to help the U.S. government, our allies and partners defend their national sovereignty and ensure their security. For more than 100 years, Raytheon has developed new technologies and enhanced existing capabilities in integrated air and missile defense, smart weapons, missiles, advanced sensors and radars, interceptors ...

Atlanta, GA, Dec. 04, 2025 (GLOBE NEWSWIRE) -- ScanTech AI Systems Inc. (the "Company" or "ScanTech AI") (Nasdaq: STAI), a developer of advanced AI-powered security screening and imaging systems, today announced that following the previously disclosed timely Nasdaq Hearings Panel (the “Panel”) review request, a hearing before the Panel has been scheduled for January 22, 2026, to appeal the previously disclosed Nasdaq Listing Qualification Staff (“Staff”) determination regarding delisting. In connection with ...

About LabGenius Therapeutics This collaboration combines LabGenius' AI/ML-driven antibody design capabilities with Sanofi's expertise in the development of therapeutic NANOBODY® molecules to co- optimise proteins for therapeutically valuable properties LabGenius Therapeutics is a drug discovery company pioneering the discovery of next-generation therapeutic antibodies. The company's discovery platform, EVAâ"¢, integrates several cutting-edge technologies drawn from the fields of artificial intelligence, rob ...

I have been fine-tuning LLMs for over 2 years now!Here are the top 5 LLM fine-tuning techniques, explained with visuals:First of all, what's so different about LLM finetuning?Traditional fine‑tuning is impractical for LLMs (billions of params; 100s GB).Since this kind of compute isn't accessible to everyone, parameter-efficient finetuning (PEFT) came into existence.Before we go into details of each technique, here's some background that will help you better understand these techniques:LLM weights are matric ...

Group 1: Capricor Therapeutics, Inc. - Capricor Therapeutics, Inc. leads the market with a remarkable 351.89% increase in its stock price, closing at $28.74, following advancements in its lead candidate, CAP-1002, for treating Duchenne muscular dystrophy [1][6] - The stock reached a new year-high of $40.37, with trading volume exceeding 48 million shares, attributed to a successful late-stage study for a heart condition associated with the disease [1][6] Group 2: Nauticus Robotics, Inc. - Nauticus Robotics, Inc.'s warrant (KITTW) saw a substantial rise of 150.92%, reaching $0.068, driven by technological breakthroughs in ocean robotics [2][6] - The company's stock (NASDAQ: KITT) experienced a 67.46% climb to $1.2101, with trading volume surging to over 72 million shares, reflecting investor interest in its innovative approach to oceanic exploration [2][6] Group 3: iRobot Corporation - iRobot Corporation experienced a significant uptick of 69.97% in its stock price, landing at $3.31, fueled by a strategic partnership aimed at expanding its product line into new markets [3][6] - The trading volume reached 166 million shares, indicating a strong market response compared to its usual trading activity [3] Group 4: Palladyne AI Corp. - Palladyne AI Corp.'s warrant (PDYNW) rounded out the top five with a 54.25% increase in its stock price to $0.10, reflecting advancements in AI and machine learning for robotic systems [4][6] - The increased trading activity underscores the dynamic nature of the market, where technological advancements can significantly impact company valuations [4][6] Group 5: Market Overview - The market's top gainers demonstrate the impact of technological advancements and strategic developments on company valuations, with Capricor Therapeutics, Nauticus Robotics, iRobot, and Palladyne AI Corp. all experiencing significant stock price increases [5][6] - These movements highlight the importance of innovation and strategic partnerships in driving investor interest and market performance [5]

This founder was a pharmacist first. She was so frustrated by data entry and faxes, she quit to launch an AI startup.Eunice Qu's solution: Asepha, which uses machine learning to process handwritten prescriptions, verify codes, and handle paper faxes (yes, they still exist).Read more: https://t.co/5OqSp7jmnJ #ForbesUnder30 (Photo: Sebastian Nevols for Forbes) ...

Core Insights - American Express Company (AXP) has demonstrated strong performance in the payments sector, achieving a return on equity (ROE) of 35.9% in Q3 2025, an increase from 33.9% year-over-year [1][8] Financial Performance - Total expenses for American Express rose by 10% in 2023, 6% in 2024, and 10% year-over-year in Q3 2025, driven by increased spending on rewards, services, marketing, and business development [2][8] - The Zacks Consensus Estimate for American Express' 2025 earnings is projected at $15.43 per share, indicating a 15.6% increase from the previous year [10] Competitive Landscape - Visa Inc. reported a 13% year-over-year increase in adjusted operating expenses in Q4 fiscal 2025, while returning $6.1 billion to shareholders through buybacks and dividends [5] - Mastercard's adjusted operating expenses rose by 15% year-over-year in Q3 2025, with share buybacks totaling $3.3 billion and dividends of $687 million [6] Strategic Initiatives - American Express is leveraging AI, machine learning, and fraud detection to enhance customer experience and optimize operations, which supports revenue growth amid rising costs [3][8] - The company introduced Amex Ads, a digital advertising platform aimed at improving brand engagement with American Express Card Members [2] Valuation Metrics - American Express trades at a forward price-to-earnings ratio of 20.75X, lower than the industry average of 23.56X, and holds a Value Score of C [9]