Author: arthursheikin@gmail.com

[ad_1] Company culture now includes thinking about AI use, at least according to one tech leader.On a recent episode of the “Decoder” podcast, GitHub CEO Thomas Dohmke defended a Microsoft memo that asked managers to evaluate employees based on how much they’re using internal AI tools. Business Insider first reported on the memo in June. “I think in 2025, it’s totally fair game to say you should reflect on your AI usage, and you should reflect what did you learn about AI, did you use GitHub Copilot or Microsoft Copilot, Teams Copilot to summarize a meeting, and if not why…

[ad_1] Imagine living in a country where private companies need the government’s permission to do business.Depending on your age, you might think I’m describing Soviet-era Russia — or Russia in the Putin era. You’d certainly think about modern-day China, where the government is an official partner in many private companies, and has unofficial but meaningful influence over most of them.And in 2025, you might also think that’s beginning to describe America in the second Trump administration.Last week, for instance, Donald Trump called on the CEO of Intel to resign because of his past business connections to China. In June, Trump…

[ad_1] Nvidia on Monday unveiled a set of new world AI models, libraries, and other infrastructure for robotics developers, most notable of which is Cosmos Reason, a 7-billion-parameter “reasoning” vision language model for physical AI applications and robots. Also joining the existing batch of Cosmos world models are Cosmos Transfer-2, which can accelerate synthetic data generation from 3D simulation scenes or spatial control inputs, and a distilled version of Cosmos Transfers that is more optimized for speed. During its announcement at the SIGGRAPH conference on Monday, Nvidia noted that these models are meant to be used to create synthetic text, image,…

[ad_1] Cisco Systems (CSCO), a leading provider of networking, security and collaboration solutions, is scheduled to report its fiscal fourth-quarter 2025 earnings on Wednesday after the market close. Analysts estimate earnings per share (EPS) of 98 cents on revenue of approximately $14.63 billion, reflecting 7.3% year-over-year revenue growth and about 16% year-on-year free cash flow growth to just under $4.1 billion. The company’s performance has been influenced by trends in artificial intelligence (AI) infrastructure, cybersecurity demand and enterprise digital transformation. Cisco’s year-to-date total return is nearly more than 23%, outperforming QQQ by ~11% as of Friday. However, macroeconomic uncertainties, including…

[ad_1] Elon Musk confirmed over the weekend reports that Tesla has disbanded the team working on its Dojo AI training supercomputer, just weeks after announcing he expected to have Tesla’s second cluster operating “at scale” in 2026.  “Once it became clear that all paths converged to AI6, I had to shut down Dojo and make some tough personnel choices, as Dojo 2 was now an evolutionary dead end,” Musk posted on X, the social media platform he owns, on Sunday. “Dojo 3 arguably lives on in the form of a large number of AI6 [systems-on-a-chip] on a single board.” After…

[ad_1] When I started looking for new college laptops to test, the Acer Swift Go 14 AI was nowhere on my radar. Most Windows laptops use Intel or AMD processors, but this model uses a Qualcomm Snapdragon CPU, which hasn’t traditionally been viewed as a top-tier option.But thank goodness I gave it a look, because the Swift Go 14 AI is one of the most exciting laptops I’ve reviewed. Its impressive performance has completely changed my opinion of Snapdragon CPUs, and convinced me that Microsoft’s line of “Copilot Plus” PCs (which includes this laptop) is more than just a marketing…

[ad_1] The AI chip race narrative used to be about U.S. national security, but apparently now it’s about tariffs: Nvidia and AMD have agreed to pay the U.S. government 15% of the revenue they make from sales of high-end AI chips to China in exchange for licenses to sell to those chips in the country, the Financial Times reported, citing anonymous sources. According to the FT’s government source, Nvidia will share revenues from sales of its H20 AI chips in China, and AMD would share a cut of MI308 chip sales. The government has also started issuing licenses for the…

[ad_1] Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.Investors are piling into emerging market stocks in search of bargains amid mounting concerns over high valuations in the US, a closely watched survey of fund managers has shown. A net 37 per cent of fund managers are overweight EM equities, the highest level since February 2023, according to the monthly poll by Bank of America.“Investors are very bullish on the outlook for emerging market equities,” said Elyas Galou, investment strategist at BofA. “When we couple rising optimism on the Chinese economy…

[ad_1] Sopa Images | Lightrocket | Getty ImagesLithium stocks surged Monday on reports that battery maker Contemporary Amperex Technology (CATL) suspended production at a mine in China that plays a key role in supplying the global market.Shares of U.S. miner Albemarle, based in Charlotte, N.C., jumped 11% and the Sprott Lithium Miners ETF rose about 6% as investors expected lithium prices to rise as supply falls.CATL has suspended production at the Yichun Project after the mine’s permit expired Saturday, the company told CNBC. It is working to renew the permit and will resume lithium production at the mine as soon…

[ad_1] Freeport-McMoRan might be positioned for meaningful gains thanks to President Donald Trump’s copper tariffs, according to Morgan Stanley. The bank upgraded the mining stock to overweight from equal weight but cut its price target to $48 from $54. That updated target implies more than 14% upside from Friday’s close. In late July, Trump signed an order that imposed a universal 50% tariff on copper imports , a move that should benefit Freeport-McMoRan, analyst Carlos De Alba said. That’s because most of the company’s North American sales are copper rod, and the U.S. is a net importer of that metal,…