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The high cost of the AI build-out, plus volatility in the AI trade
Youtube· 2025-12-17 16:02
Welcome to Morning Brief presented by Robin Hood, the home to commission free [music] trading. I'm Julie Hyman. Here's what we're watching today.First up, OpenAI is in talks to [music] raise $10 billion from Amazon. We'll have more on that report and what Amazon seeks to gain from that deal. Plus, as Micron prepares [music] to deliver its earnings after the bell, we'll break down the true cost of the artificial intelligence [music] buildout.And oil prices rebound after President Trump issues a complete bloc ...
Snap, scroll, zoom - without breaking a sweat!
BusinessLine· 2025-12-17 15:26
Vivo has steadily strengthened its foothold in the premium camera smartphone space, and the X300 Pro continues that momentum. Building on the success of the X200 Pro, this latest flagship promises more than just impressive specs on paper—it aims to deliver a well-rounded experience with a vibrant display, versatile cameras, and flagship-grade performance. After spending some time with the device, it’s clear that Vivo has crafted a phone that caters not only to photography enthusiasts but also to users who d ...
Chegg vs. Udemy: Which EdTech Stock Has the Edge Heading Into 2026?
ZACKS· 2025-12-17 14:51
Key Takeaways Chegg is restructuring its model, slashing costs and shifting focus from academics to skilling growth.CHGG revenues fell 42% in Q3 2025, but skilling units are targeting sustained double-digit growth.Udemy is growing subscriptions, now 74% of revenues, though enterprise retention and consumer growth lag.The online education market is undergoing a structural reset as learner behavior shifts toward flexible, outcome-oriented skill development and generative AI reshapes how knowledge is consumed. ...
UPDATE -- Acrivon Therapeutics to Announce Clinical Update on its Ongoing Phase 2b Studies and Planned Confirmatory Phase 3 Trial for ACR-368, Initial Clinical Data on ACR-2316, and Other AP3 Pipeline Updates via Webcast
Globenewswire· 2025-12-17 14:34
Core Insights - Acrivon Therapeutics is a clinical stage biotechnology company focused on precision medicine through its proprietary Generative Phosphoproteomics AP3 platform, which enables the interpretation and quantification of drug-regulated effects in intact cells [2][3] Company Overview - Acrivon Therapeutics utilizes its Generative Phosphoproteomics AP3 platform to develop precision medicines, allowing for unbiased interpretation of compound-specific pathway activity levels, generating terabytes of data for actionable insights [2] - The AP3 platform includes tools such as the AP3 Data Portal, AP3 Kinase Substrate Relationship Predictor, and AP3 Interactome, which enhance drug discovery beyond traditional methods [2] Clinical Programs - Acrivon's lead program, ACR-368 (prexasertib), is a selective small molecule inhibitor targeting CHK1 and CHK2, currently in a Phase 2b trial for endometrial cancer, with Fast Track designation from the FDA [3] - ACR-368 has also received Breakthrough Device designation for its OncoSignature assay to identify suitable patients for treatment [3] - The second clinical asset, ACR-2316, is a WEE1/PKMYT1 inhibitor showing promising early clinical activity and safety in a Phase 1 trial, with initial tumor shrinkage observed [4][6] Upcoming Updates - Acrivon plans to provide updates on ACR-368 and ACR-2316 clinical data through a conference call and webcast in January 2026, including interim data from the Phase 2b study and the Phase 1 study of ACR-2316 [1][6]
Codoxo's Oversubscribed Series C Led by CVS Health Ventures to Revolutionize Payment Integrity for America's Largest Health Plans
Businesswire· 2025-12-17 14:15
DULUTH, Ga.--(BUSINESS WIRE)--Codoxo, the leading provider of AI and generative AI-powered healthcare payment integrity solutions, raised $35M in Series C funding, led by CVS Health Ventures. Echo Health Ventures joins the round as a new investor, with continued investment from existing investors including Sands Capital, 111 West Capital, Brewer Lane Ventures, Wipro Ventures, 450 Ventures (venture arm of Blue Cross and Blue Shield of Alabama) and QED Investors. This milestone brings Codoxo's to. ...
Do You Think Alphabet (GOOG) is Facing a Disruption Threat from ChatGPT?
Yahoo Finance· 2025-12-17 13:11
Core Insights - Platinum International Technology Fund reported a 6% increase in Q3 2025, primarily due to strong performance from AI-oriented holdings [1] - The fund allocates approximately 30% of its investments in AI infrastructure stocks, positioning itself to benefit from significant investments in AI development [1] Company Performance - Alphabet Inc. (NASDAQ:GOOG) achieved a one-month return of 5.03% and a remarkable 61.84% increase over the past 52 weeks, closing at $307.73 per share with a market capitalization of $3.715 billion on December 16, 2025 [2] - In Q3 2025, Alphabet Inc. reached its first-ever $100 billion in revenue, indicating strong financial performance [4] Market Position and Trends - Despite Alphabet Inc. maintaining the largest share in the search engine market, its share of total search queries has fallen below 70%, attributed to increased user engagement with OpenAI and the rise of generative AI content [3] - Alphabet Inc. ranks 7th among the 30 Most Popular Stocks Among Hedge Funds, with 186 hedge fund portfolios holding its stock at the end of Q3 2025, up from 178 in the previous quarter [4] Investment Outlook - While Alphabet Inc. is recognized for its potential as an investment, the company believes that certain AI stocks may offer greater upside potential and lower downside risk [4]
Acrivon Therapeutics to Announce Clinical Update on its Ongoing Phase 2b Studies and Planned Confirmatory Phase 3 Trial for ACR-368, Initial Clinical Data on ACR-2316, and Other AP3 Pipeline Updates
Globenewswire· 2025-12-17 12:30
WATERTOWN, Mass., Dec. 17, 2025 (GLOBE NEWSWIRE) -- Acrivon Therapeutics, Inc. (“Acrivon” or “Acrivon Therapeutics”) (Nasdaq: ACRV), a clinical stage biotechnology company discovering and developing precision medicines utilizing its proprietary Generative Phosphoproteomics AP3 (Acrivon Predictive Precision Proteomics) platform designed to interpret and quantify global compound-specific, drug-regulated effects in the intact cell which is deployed for rational drug design and predictive clinical development, ...
Penguin Ai and FTI Unite Expertise to Deliver Next-Generation Revenue Cycle Performance
Prnewswire· 2025-12-17 12:11
Collaboration to help providers improve performance in critical RCM functions PITTSBURGH, Dec. 17, 2025 /PRNewswire/ -- Penguin Ai, a health care artificial intelligence (AI) company, announced today a collaboration with FTI Consulting, Inc. (NYSE: FCN), a global business advisory firm, to help healthcare providers strengthen revenue cycle performance and reduce administrative burden. By integrating Penguin Ai's platform into FTI Consulting's revenue cycle management (RCM) transformation work, the collabora ...
Databricks announces $4bn funding at $134bn valuation
Yahoo Finance· 2025-12-17 11:43
Databricks has announced plans to raise more than $4bn in a Series L funding round that values the company at $134bn. The San Francisco-based data and AI company surpassed a $4.8bn revenue run-rate during its third quarter, with year-on-year growth of more than 55%. The run-rate figure includes more than $1bn from its data warehousing business and more than $1bn from its AI products. The company has delivered positive free cash flow over the 12 months since December 2024. Insight Partners, Fidelity Man ...
Will 2026 be the year enterprise AI delivers value?
Yahoo Finance· 2025-12-17 11:23
"In 2026, we'll see a shift from experimentation to scale. Agents will begin acting as true digital co-workers, managing complex workflows end-to-end rather than automating isolated tasks. The differentiator won't be who has the most sophisticated model, but who has the most coherent data strategy and governance framework. The UK enterprises that pull ahead will be those that move past 'automation dressed up as AI' and invest in agentic systems built for trust, interoperability and continuous oversight.""20 ...