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Nvidia allowed to sell to China: Here's the company's market opportunity
CNBC Television· 2025-07-16 18:54
here now to break down what it might mean for this Nvidia and everything else. CNBC tech check co-anchor Dear Dravosa and dear here's what's interesting. Uh yesterday Howard Lutnik I pressed him on Nvidia I think you heard this and he said well we're allowing them to sell the fourth best Nvidia chip to China.Is that how others would characterize the what is it the H20. Yeah, the H20 I mean it is not even close to any of Nvidia's best chips, but you know the Chinese have done a really good job around optimiz ...
Palantir Technologies Stock Moves Higher on Bull Note
Schaeffers Investment Research· 2025-07-16 14:49
Core Viewpoint - Palantir Technologies Inc has received an upgrade from Mizuho, moving from "underperform" to "neutral," with a price target increase from $116 to $135, indicating positive sentiment ahead of earnings [1] Group 1: Stock Performance - The stock is currently trading at $149.86, reflecting a 0.9% increase [1] - Year-to-date, the stock has surged by 96.3% in 2025 and shows a remarkable 417.7% increase year-over-year [1] - The shares reached a record high of $150.62 recently, with a 40-day moving average providing consistent support since mid-April [1] Group 2: Analyst Ratings and Expectations - Despite the strong performance, 17 out of 20 analysts rate the stock as "hold" or worse, with a 12-month consensus target price of $106.46, representing a 28.2% discount to current levels [2] - The stock has historically outperformed analysts' volatility expectations, as indicated by a Schaeffer's Volatility Scorecard (SVS) rating of 84 out of 100 [2] Group 3: Revenue Growth Potential - Analysts are optimistic about Palantir's potential to accelerate revenue growth for a fifth consecutive quarter when it reports Q2 results in early August [1]
AMD's $1.5 Billion Tailwind Is Back
Seeking Alpha· 2025-07-16 11:47
Core Insights - The article highlights the expertise of Uttam, a growth-oriented investment analyst focusing on the technology sector, particularly in semiconductors, Artificial Intelligence, and Cloud software [1] - Uttam's research extends to MedTech, Defense Tech, and Renewable Energy, indicating a broad interest in various high-growth industries [1] - The Pragmatic Optimist Newsletter, co-authored by Uttam and Amrita Roy, is recognized by major publications like the Wall Street Journal and Forbes, showcasing its influence in the investment community [1] - Prior to his current role, Uttam led teams at major technology firms such as Apple and Google, emphasizing his extensive experience in the tech industry [1]
X @Sui
Sui· 2025-07-15 16:50
If you’re a builder in Nigeria, stop by SuiHub Lagos - it’s built for you.And ICYMI check out the $1.3M endowment from @EmanAbio https://t.co/hXbC1OgHAr and his wife, dedicated to supporting the next wave of Nigerian blockchain talent.Adeniyi.sui (@EmanAbio):1/6. I am thrilled to share big news.My wife, Gloria, and I are launching a $1.3M endowment fund to help aspiring software engineers in Nigeria access the training they need to succeed.It’s a milestone we’ve dreamed of, and now it’s real. https://t.co/4 ...
Honda & Nissan in Discussion to Co-Develop Advanced Auto Software
ZACKS· 2025-07-15 16:31
Key Takeaways Honda and Nissan are discussing joint development of software for advanced vehicle control systems. The collaboration aims to reduce costs and speed up innovation in software-defined vehicles. A proposed deal may have Nissan build pickups for Honda in the U.S. to counter new import tariffs.Honda Motor Co., Ltd. (HMC) and Nissan Motor Co., Ltd. (NSANY) are in discussions to jointly develop and share a foundational software platform for advanced vehicle control systems, per sources. The move i ...
Every Software CEO Is Terrified Of This AI Innovation - Travis Kalanick
All-In Podcast· 2025-07-15 15:02
Travis, your thoughts on this category? Anything come to mind for you in terms of, you know, feature sets that would be extraordinary here? I know you you like to think about products and the consumer experience. It's really interesting. So, you know, I've been spending, as you guys know, I've been spending my time on real estate and construction and robotics. And so I' I've been out of the this kind of consumer software game for a long time. But it's super interesting over the last six months. There have b ...
AWS' Deepak Singh on generative AI for software development
CNBC Television· 2025-07-15 15:00
So if you look at what how people have built software for past 30 40 years they write software in Java or C++ some programming language and you have to learn that language and how it interacts with the computer to make it do what you want. In the AI world that's not how you're writing software you are giving it instructions in natural language. You are asking it to build a website that looks like it's blue in one one corner you know not giving it specific instructions.Anyone can learn a programming language ...
Rivian taps Google to bring custom maps into its EVs and app
TechCrunch· 2025-07-15 14:30
For 18 months, Rivian and Google engineers worked together. Today, they’re showing off their work. Rivian is pushing out a software update that will bring a unique version of Google Maps into its EVs. It’s the latest step in Rivian’s continued effort to distinguish its vehicles with software — an effort that has helped it strike up a joint venture with one of the world’s biggest automakers, Volkswagen. This isn’t a typical the Google Maps integration and it’s unlike the tech company’s other collaborations ...
X @Elon Musk
Elon Musk· 2025-07-14 20:15
RT Autism Capital 🧩 (@AutismCapital)Elon knows his audience. He hit both the gooners and the furries, capturing 99% of the top 1% of software engineers worldwide. https://t.co/zUc04K3Yhv ...
Paylocity announces Q4 FY25 earnings conference call
Globenewswire· 2025-07-14 20:05
SCHAUMBURG, Ill., July 14, 2025 (GLOBE NEWSWIRE) -- Paylocity Holding Corporation (Nasdaq: PCTY), a leading provider of cloud-based HR, payroll, and spend management software solutions, today announced that it has scheduled a conference call to review its fourth quarter and fiscal 2025 results on Tuesday, August 5th at 4:00 pm Central Time (5:00 pm Eastern Time). A live webcast of the call will be available on the “Investor Relations” page of the Company’s website at https://investors.paylocity.com/. To acc ...