Nvidia continues to expand its footprint in open source AI on two fronts: an acquisition and a new model release.The semiconductor giant announced Monday it acquired SchedMD, the leading developer of popular open source workload management system Slurm. Nvidia said the company will continue to operate the program, which is designed for high-performance computing and AI, as an open source, vendor-neutral software. Slurm was originally launched in 2002 and SchedMD was founded in 2010 by the lead Slurm develo ...

LIVERMORE, Calif., Dec. 15, 2025 (GLOBE NEWSWIRE) -- FormFactor, Inc. (NASDAQ: FORM), a leading semiconductor test and measurement supplier, announced today the acquisition of Keystone Photonics, a pioneer in optical probing technology for silicon photonics (SiPh) and co-packaged optics (CPO) wafer testing. These technologies are key for next-generation data centers powering AI and high-performance computing – accelerating data communications to handle massive information loads with dramatically lower power ...

Stone also claimed that these teams have “doubled their fraud and scam reduction goal and over the last 15 months, user reports of scam ads have declined by well over 50%.”Meta communications chief Andy Stone, however, pushed back on the investigation, posting on Threads, “Once again, Reuters is misconstruing and misrepresenting the facts.” He argued that CEO Mark Zuckerberg’s “integrity strategy pivot”—which included instructing the China ads-enforcement team to reportedly “pause” its work—was to improve t ...

Key Takeaways Palantir posted 63% revenue growth in Q3 2025, driven by U.S. commercial and government demand. INOD landed $68M in AI data contracts and expects $25M in new federal revenue, mostly in 2026.PLTR's $2.76B in Q3 total contract value supports stronger earnings visibility than INOD's project model.Artificial intelligence spending is increasingly shifting from experimentation to scaled deployment, forcing enterprises and governments to rethink how they collect, structure, govern and operationalize ...

Key Takeaways CVS began offering MMR vaccines in South Carolina, and the stock rose 2.4% following the announcement. CVS Health's Pharmacy and Consumer Wellness unit runs 9,000 sites and posted 12% revenue growth in Q3 2025. CVS' Aetna is rolling out a generative AI chat experience to help members navigate benefits more easily.CVS Health (CVS) has recently announced the offering of measles-mumps-rubella (MMR) vaccine to residents post the current outbreak in South Carolina. Both CVS Pharmacy stores and Minu ...

Rackspace empowers midmarket businesses with AI-driven cloud transformation, secure multicloud operations, and FinOps excellence ISG Multi Public Cloud Services - Managed Services - Midmarket Rackspace Technology Named a Leader in Managed Services - Midmarket in 2025 ISG Provider Lens™ Multi Public Cloud Services Report SAN ANTONIO, Dec. 15, 2025 (GLOBE NEWSWIRE) -- Rackspace Technology® (NASDAQ: RXT), a leading end-to-end hybrid cloud and AI solutions company, today announced it has been positioned as a ...

Core Insights - iStock's 2026 Marketing Trends highlight the importance of visual strategy for SMBs as generative AI tools increase content creation pressure, leading to a trust gap among consumers [2][5] Group 1: Visual Strategy and Trust - The rise of generative AI has led to a significant increase in content volume, but consumer trust in advertising is declining, with 60% of people expressing distrust due to perceived AI manipulation [2][6] - Consumers are demanding greater authenticity and originality from brands, creating both challenges and opportunities for SMBs [2][5] Group 2: Risks of Visual Sameness - The proliferation of generative AI tools has resulted in 44% of people using these tools more frequently, leading to a homogenization of visual content [6][7] - To stand out, brands must focus on high-quality images, as 83% of respondents believe that better images are more likely to capture attention [7][8] - Balancing AI use with authentic imagery is crucial, as 64% of consumers prefer "real" images in advertising [8] Group 3: Designing for Randomness - Visuals that appear overly polished or symmetrical can erode trust, prompting a shift towards more human-like, imperfect visuals [9][10] - Emphasizing simplicity and authenticity in visuals can help brands connect with audiences seeking genuine experiences [9] Group 4: Comfort as a New Aspiration - Current consumer concerns include global issues and personal well-being, leading to a desire for comfort in various aspects of life [11][12] - Visual marketing should reflect themes of growth, balance, and restorative experiences, aligning with the audience's aspirations for a grounded future [12]

Core Company Insights - OpenAI has 800 million weekly active users, 1 million business customers, and projects $13 billion in revenue for 2025, with a potential valuation of $1 trillion by the end of 2026 [1][5] - The company has secured a $500 billion valuation, with its private shares increasing by 153% this year [4] - OpenAI's revenue is projected to reach $200 billion by 2030, while it has committed $1.4 trillion in spending over the next eight years [1][5][10] Market Impact and Partnerships - The consumer market for large language models (LLMs) is expected to reach $129 billion by 2030, while the enterprise LLM market could hit $386 billion [2] - OpenAI's partnerships with major companies like Microsoft, Oracle, AMD, and Nvidia have significantly influenced stock prices, with AMD's stock rising 24% following a multibillion-dollar deal with OpenAI [2][5] - OpenAI's spending commitments include $300 billion to Oracle, $250 billion to Microsoft, and substantial amounts to Amazon and CoreWeave [6][7] Financial Projections and Concerns - OpenAI's revenue is expected to grow from approximately $2 billion in 2023 to over $20 billion by the end of 2025, while its compute capacity is projected to increase tenfold [9] - Despite its growth, OpenAI faces a projected funding gap of $207 billion by 2030, raising concerns among investors about its spending commitments [10] - Analysts suggest that OpenAI should focus on its core competencies in LLMs and chatbots to avoid overextending itself [11][12] Competitive Landscape - The competitive landscape is evolving, with companies like Google and Anthropic gaining traction in the AI space, potentially narrowing the gap with OpenAI [17][18] - OpenAI's recent internal focus on ChatGPT indicates a strategic shift to enhance its core offerings amid increasing competition [19] - The AI ecosystem has expanded beyond OpenAI, with major cloud service providers like Microsoft, Google, and Amazon benefiting from the surge in demand for AI technologies [20][24] Long-term Outlook - Despite concerns about a potential valuation bubble in AI stocks, analysts remain optimistic about the long-term investment thesis for generative AI [15][16] - The demand for AI capabilities is expected to continue growing, with hyperscalers and AI startups driving capital expenditures [15] - The evolution of AI usage and its integration into various sectors is anticipated to surpass current expectations over the next decade [25]

Core Insights - Generative AI continues to be a significant trend in the stock market, impacting various industries and contributing to U.S. GDP growth [1] - The technology sector, particularly memory and storage companies, has seen increased demand due to the expansion of large language models [2] Company Performance - Seagate Technology's stock has surged 257% and Western Digital's has increased 316% in 2025, driven by strong demand for high-capacity hard drives [3] - Both companies are expected to maintain revenue and earnings growth through 2026, despite the challenges of balancing demand with capacity expansion [7][8] Market Dynamics - The demand for nearline storage has outpaced supply, allowing Seagate and Western Digital to raise prices, resulting in strong margin expansion [6] - HDDs remain the most common form of nearline storage, but competition from NAND storage and SSDs poses a threat to HDD makers [9][10] Competitive Landscape - Big tech companies are increasingly investing in NAND storage, which could lead to a shift away from HDDs if supply catches up to demand [14] - Seagate and Western Digital face competition from NAND chipmakers, which could impact pricing and market share [13][14] Valuation Concerns - Current forward P/E ratios for Seagate and Western Digital are 27 and 24, respectively, which may appear attractive compared to other AI stocks [15] - The cyclical nature of the HDD market and the interchangeable nature of their products with SSDs suggest that these companies may not maintain high valuations in the long term [16][18]

Core Insights - UiPath has emerged as a surprising leader in the software sector, particularly due to its advancements in integrating generative AI into its product offerings, which is expected to enhance customer engagement [1] Company Analysis - The company is focusing on leveraging generative AI to improve its product suite, which is anticipated to drive business growth and customer traction [1] Investment Strategy - The investment approach emphasizes identifying undervalued companies with sustainable growth potential, strong balance sheets, and effective management teams, particularly in sectors with long-term growth opportunities [1]