Software is getting slammed. Dan Eizer at Wedbush telling clients the software Armageddon is here. Dan always has a an ear for the dramatic, of course.What do you make of it. I mean, do you do you look at this and say, Richie, and this is the sector you know so well. Do you say, you know what, this reaction, it's fair, uh, it's reasonable, or do you say this is an overreaction, mass hysteria, where are you on this.>> Yeah. Uh, and I hate to give out the copout answer, but the answer is it's somewhere in bet ...

Headlines Strong Q1 results with revenue of $115.1 million, including the $49.5M patent license payment; Net cash provided by operating activities of $37.9 million; and free cash flow of $35.6 million - a quarterly record for the Company, reflecting disciplined execution and profitabilityAccelerating innovation and customer momentum for Cerence xUI, with five significant customer programs and the first xUI-powered cars expected to hit roads in 2026; strong reception at CES 2026Advancing toward long-term sus ...

Inaugural Gallium Export from Mons Project to U.S. Partners Atlanta, GA and Reno, NV, Feb. 03, 2026 (GLOBE NEWSWIRE) -- M2i Global, Inc. (“M2i,” the “Company,” “we,” “our” or “us”) (OTCQB: MTWO), a company specializing in the development and execution of a complete global value supply chain for critical minerals, along with Volato Group, Inc. (“Volato”) (NYSE American: SOAR), a technology-driven company, is pleased to announce that Nimy Resources (“Nimy”) has initiated its first shipment of high-grade galli ...

Well, we've gotten in four of the mag seven companies. This week, we'll hear from Amazon and Alphabet Google. So, what can we expect? Let's talk to our panel. Kim Forest, founder and chief investment officer of Bokeh Capital Partners, and Corey Johnson, chief market strategist at Apistrophe Capital Research. Thank you both for being with us. Corey, I'll start with you. When you think about the mag seven names, I mean, there were some that people loved like Microsoft. I I actually was with the trader last ni ...

Aswath Damodaran, the ‘Dean of Valuation,’ has issued a stark warning to AI investors that the math simply does not add up. Citing a massive disconnect between upfront infrastructure spending and future earnings, the NYU finance professor revealed he has fully exited his position in Nvidia Corp. (NASDAQ:NVDA) while maintaining his stake in Microsoft Corp. (NASDAQ:MSFT) .The ‘Big Market Delusion’Damodaran argues that the current AI frenzy exhibits classic signs of a “Big Market Delusion,” a cycle where too m ...

Summary of Key Points from the Conference Call Industry and Company Overview - The discussion revolves around **Agentic AI** frameworks, which enhance traditional Large Language Models (LLMs) by integrating decision-making orchestrators and external tools, transforming them into autonomous problem solvers [2][4]. Core Insights and Arguments - **Agentic AI Workloads**: The paper profiles five representative agentic AI workloads: **Haystack RAG**, **Toolformer**, **ChemCrow**, **LangChain**, and **SWE-Agent**. These workloads are analyzed for latency, throughput, and energy metrics, highlighting the significant role of CPUs in these metrics compared to GPUs [3][10][20]. - **Latency Contributions**: Tool processing on CPUs can account for up to **90.6%** of total latency in agentic workloads, indicating a need for joint CPU-GPU optimization rather than focusing solely on GPU improvements [10][34]. - **Throughput Bottlenecks**: Throughput is bottlenecked by both CPU factors (coherence, synchronization, core over-subscription) and GPU factors (memory capacity and bandwidth). This dual limitation affects the performance of agentic AI systems [10][45]. - **Energy Consumption**: At large batch sizes, CPU dynamic energy consumption can reach up to **44%** of total dynamic energy, emphasizing the inefficiency of CPU parallelism compared to GPU [10][49]. Important but Overlooked Content - **Optimizations Proposed**: The paper introduces two key optimizations: 1. **CPU and GPU-Aware Micro-batching (CGAM)**: This method aims to improve performance by capping batch sizes and using micro-batching to optimize latency [11][50]. 2. **Mixed Agentic Workload Scheduling (MAWS)**: This approach adapts scheduling strategies for heterogeneous workloads, balancing CPU-heavy and LLM-heavy tasks to enhance overall efficiency [11][58]. - **Profiling Insights**: The profiling of agentic AI workloads reveals that tool processing, rather than LLM inference, is the primary contributor to latency, which is a critical insight for future optimizations [32][34]. - **Diverse Computational Patterns**: The selected workloads represent a variety of applications and computational strategies, showcasing the breadth of agentic AI systems and their real-world relevance [21][22]. Conclusion - The findings underscore the importance of a CPU-centric perspective in optimizing agentic AI frameworks, highlighting the need for comprehensive strategies that address both CPU and GPU limitations to enhance performance, efficiency, and scalability in AI applications [3][10][11].

Jason Calacanis, tech investor and podcaster, said Tesla Inc.‘s (NASDAQ:TSLA) humanoid robot Optimus could overshadow the company's automotive legacy after a visit to its robotics facility.Visit To Tesla Optimus LabOn Thursday's episode of the All-In Podcast, Calacanis said he visited Tesla's Optimus lab with CEO Elon Musk two Sundays earlier at 10 a.m., where he saw Optimus 3 and watched teams of engineers at work. He made the remarks while speaking with Bob Sternfels, global managing partner of McKinsey & ...

Funding and Valuation - Anthropic has signed a term sheet for a $10 billion funding round at a $350 billion valuation [1] - Coatue and Singapore's sovereign wealth fund GIC are leading the financing [1] Company Background - Anthropic was founded in 2021 by former OpenAI research executives, including CEO Dario Amodei [2] - The company is known for developing a family of large language models called Claude [2] - Amazon has invested billions into Anthropic, while Microsoft and Nvidia announced plans to invest up to $5 billion and $10 billion, respectively [2] Competitive Landscape - Anthropic is competing with companies like Google and OpenAI, which has a valuation of $500 billion [3] - The company released three new models — Claude Sonnet 4.5, Claude Haiku 4.5, and Claude Opus 4.5 — late last year [3]

Core Insights - Palo Alto Networks is in discussions to acquire Koi Security for approximately $400 million (NIS 1.27 billion), marking its first acquisition of an Israeli company since the founder stepped down as CTO [1] - A preliminary memorandum of understanding (MoU) has been signed, indicating both parties' intent to finalize the transaction [2] - Koi Security has raised $48 million across two funding rounds, highlighting its financial backing and growth potential [2] Stakeholders - Key stakeholders benefiting from the acquisition include Koi Security's founders: CEO Amit Assaraf, CTO Idan Dardikman, and Chief Product Officer Itay Kruk, along with major investors such as Battery Ventures, NFX, Picture Capital, and Team8 [3] - A venture capital fund involving cybersecurity executives is also expected to gain from the acquisition [3] Technology and Capabilities - Koi Security has developed an advanced software engine that utilizes large language models (LLMs) and AI agents to detect malware and identify vulnerabilities in applications [4] - The engine scans application stores like Microsoft's Visual Studio Marketplace, Google Chrome Store, and others, aiming to prevent the spread of vulnerabilities within organizations [5] Strategic Context - Palo Alto Networks has been actively acquiring companies, including a recent agreement to acquire Chronosphere for $3.35 billion, which is expected to enhance its capabilities in addressing security needs in AI-driven application environments [5][6] - The acquisition of CyberArk for approximately $25 billion is also in progress, awaiting regulatory approval and shareholder consent, expected to close in the latter half of FY26 [7]

Let's talk about that and more with your leadoff guest, Stephanie Gild, chief investment officer of Robin Hood. Probably one reason, by the way, Stephanie, that you and your team have seen inflow surge. Your stock, by the way, one of the hottest in all the land as well.What do you and your team see for 2026. >> Yeah, we we have definitely seen high participation. Um, and you've seen net buying really, especially since the summer.That being said, net buying has trailed off a bit um from our customer base fro ...