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As Tesla, OpenAI, Nvidia and dozens of startups push bipedal robots forward, IDC's Phil Solis says the industry needs more focus on affordability, reliability and real-world deployments.
An unspecified number of Data Center Group workers laid off continues a multi-year reduction in force at Intel as the company puts stronger focus on Edge AI and data center inference.
IDC analyst believes security threat posed by Chinese robots is very real
Robotic sensing to double to $4.39B by 2032: SNS Insider
From robot body to robot brain: new AMD SoC combines CPU, GPU, NPU and company names robot sensing partners
The S&P 500 hits a new high after a constructive pause. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings.
CACI’s second quarter results were met with a significant positive market response, driven by strong growth across its technology-focused defense and intelligence businesses. Management credited operational execution in electronic warfare and space, as well as expanding demand for software-based solutions, for the outperformance. CEO John Mengucci highlighted the strategic impact of investments in new product development and the rapid deployment of counter-unmanned aerial systems (C-UAS), statin
Nebius Group NV (NBIS) reports record $582 million in quarterly revenue, with adjusted EBITDA turning positive at $236 million and annualized run rate reaching $3 billion.
Jenoptik AG (JNPKF) reports a 50% surge in order intake and raises full-year 2026 guidance on robust semiconductor demand.
Nebius Group stock has delivered a very strong 5 year run, yet the broader valuation checks lean expensive rather than clearly cheap. Recent headlines around rapid AI cloud growth and contract wins sit alongside a low value score and an overvalued read on market multiples. Nebius Group has returned about 273.7% over 5 years, which puts more pressure on today’s buyers to justify the price with sustained performance over time. Expectations around large AI infrastructure contracts and rapid...
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