Author: arthursheikin@gmail.com

[ad_1] When Bill Dally joined Nvidia’s research lab in 2009, it employed only about a dozen people and was focused on ray tracing, a rendering technique used in computer graphics. That once-small research lab now employs more than 400 people, who have helped transform Nvidia from a video game GPU startup in the nineties to a $4 trillion-dollar company fueling the artificial intelligence boom.Now, the company’s research lab has its sights set on developing the tech needed to power robotics and AI. And some of that lab work is already showing up in products. The company unveiled Monday a new…

[ad_1] Here are Tuesday’s biggest calls on Wall Street: Goldman Sachs upgrades Clearwater Analytics to buy from neutral Goldman Sachs said the software company is well positioned for growth. “We upgrade Clearwater (CWAN) to Buy from Neutral and maintain our 12-month price target of $27 (37% upside).” Goldman Sachs initiates Uranium Energy as buy Goldman Sachs said it is bullish on shares of the “pure-play, US-based uranium mining company.” “We initiate coverage of Uranium Energy Corp (UEC) with a Buy rating with ~30% implied upside to our 12-month price target of $13.” Piper Sandler upgrades Chipotle to overweight from neutral…

[ad_1] This is an as-told-to essay based on a conversation with Ritvika Nagula, a senior software engineer at Microsoft Azure. She’s worked at the company since 2019. Her employment and promotions were confirmed by Business Insider. This story has been edited for length and clarity.I think I learned the strategy of getting promotions the hard way.When I first joined Microsoft in April 2019 as a new college grad, I guess I was pretty nice. I did not know that I should be proactive about communicating my career aspirations with my manager. I just thought that if I consistently delivered good quality…

[ad_1] The recent pullback in shares of Chipotle may be nearing its end, according to Piper Sandler. The firm upgraded the stock to overweight from neutral but cut its price target by $3 to $50, which implies 20.1% upside from Monday’s close. In late July, shares tumbled more than 13% after the burrito chain slashed its same-store sales outlook for 2025, the second quarter in a row that it’s done this. The company also reported that traffic fell for the second straight quarter. The stock’s year-to-date decline now sits at about 31%, which analyst Brian Mullan said prices in a…

[ad_1] Starbucks may be set up for gains as its turnaround strategy takes hold over the coming quarters, according to Baird. The firm upgraded the coffee chain to outperform from neutral and increased its price target by $15 to $115. Its updated target calls for more than 25% upside from Monday’s close. The stock has come under pressure over the past month, falling more than 3%, on the heels of its latest quarterly results showing its sixth consecutive quarter of same-store sales declines . But with CEO Brian Niccol saying the company is “gaining momentum,” analyst David Tarantino thinks growth…

[ad_1] The iPhone catapulted Apple onto the Mount Rushmore of tech, and the device’s successor could do the same for someone else.Smartphones as we know them will eventually feel “primitive,” billionaire venture capitalist Marc Andreessen said in a new interview on the “TBPN” technology podcast that aired Friday. At some point, he said, everything becomes obsolete.The big question: What comes after the smartphone?”Whoever cracks the code on that will be the next Apple,” Andreessen, cofounder of venture capital firm Andreessen Horowitz, said.Creating a product that makes the smartphone obsolete will require a level of innovation that the world has yet…

[ad_1] Allyson Noonan, 39, is a PR consultant and adjunct professor based in New York. In July, Business Insider wrote about how Allyson Noonan and seven other Americans who graduated around the Great Recession navigated early career challenges — and what Gen Z college grads can learn from them. The following has been edited for length and clarity.It was 2008. The job market had taken a turn for the worse, and I was living off retail shifts and babysitting gigs.But after more than 100 job applications, I finally caught a break — from someone who’d already told me no.Now, I’m…

[ad_1] When it comes to AI, Sam Altman says the kids will be all right.Altman, the CEO of OpenAI, said he’s more worried about how older employees will adapt to AI changing the workplace than college graduates. His view contrasts with how many of his competitors and others in tech think about the next five years.”I’m more worried about what it means not for the 22-year-old, but for the 62-year-old that doesn’t want to go retrain or rescale or whatever the politicians call it that no one actually wants,” Altman said recently on Cleo Abram’s “Huge Conversations” YouTube show.Altman said…

[ad_1] If you know you want to work in tech, majoring in philosophy or art history might not be the most straightforward route to take — but it could still get you there.Just ask, Mira Lane, founder of Google’s Envisioning Studio, an AI innovation prototyping lab that explores the impact of tech innovation on society. Her team includes a range of documentary filmmakers, philosophers, researchers, and product design, many of whom started their careers in completely different disciplines.Lane, Google’s vice president of Tech and Society, said if you want to transition into tech from a different sector, you should first…

[ad_1] Ed Elson, a 26-year-old research analyst and co-host of the Prof G Markets podcast, has heard plenty of stories about generations before him getting rich on stocks.His own co-host, New York University business school professor and entrepreneur Scott Galloway, who’s 60, invested $800,000 in both Apple and Amazon back in 2009. Today, those investments total $40 million, a cornerstone of his $150 million net worth.Elson wants the same opportunity to invest in the tech companies defining his generation. He sees those chances in OpenAI and SpaceX, standout innovators that have soared to valuations of $300 billion or more.The problem?…