Qualcomm and Arm earnings show AI demand but handset weakness hits stocks
Qualcomm and Arm beat or neared revenue targets, but handset pressure and component costs pushed both stocks lower after hours.
By Colin Brandt 2 months agoSection
Qualcomm and Arm beat or neared revenue targets, but handset pressure and component costs pushed both stocks lower after hours.
By Colin Brandt 2 months agoGroundcover raised $100 million in a One Peak-led Series C, with CTech reporting a $500 million valuation as it pushes into North...
By Wei-Lin Zhao 2 months agoMeta shares fell after EPS missed estimates and capex consumed most operating cash flow despite 28% revenue growth.
By Dominic Okoye 2 months agoCerebras and AMD are pairing Helios racks with Cerebras wafers for disaggregated AI inference, with claimed 5x efficiency gains.
By Dominic Okoye 2 months agoShan Rizvi of Thumos Care says graphs can give AI systems traceable reasoning, but latency and data modeling remain production con...
By Wei-Lin Zhao 2 months agoMicrosoft’s Jeevan Pathuri said knowledge graphs can cut AI agent build times by giving enterprise models reusable business contex...
By Dominic Okoye 2 months agoThe Commerce Department plans a $300M award for GlobalFoundries, taking a 1% stake as the chipmaker expands optical networking R&D...
By Colin Brandt 2 months agoNeo4j CTO Philip Rathle says graph-based retrieval is moving into production AI, citing research and a tax-agency fraud pilot.
By Colin Brandt 2 months agoCommonThread AI CEO Tim Gosnell said graph databases can link fragmented go-to-market data, but disclosed no customer or financial...
By Dominic Okoye 2 months agoArctic Wolf says AI now leads cyber concerns for about one-third of firms, even as malware and credential theft remain active thre...
By Wei-Lin Zhao 2 months agoHarness says enterprises are losing about 25% of AI spend as ownership, forecasting and cost visibility lag behind adoption.
By Wei-Lin Zhao 2 months agoHPE is tying GreenLake Intelligence, Apstra, Mist and Aruba tools into a self-driving networking strategy for AI workloads.
By Colin Brandt 2 months ago