Author: arthursheikin@gmail.com

[ad_1] I owned a lot of Alexa-powered devices in my former home: There were Amazon Echos in most rooms, including an older Echo Plus in the living room, a smattering of Dots, a Spot in a bedroom, and an Echo Show in the kitchen. A Fire TV ran in the bedroom. And, in a drawer, a rarely used Fire HD tablet sat collecting dust. With the total loss of the home due to a March 2024 house fire, there also came a new opportunity: We could now make a fresh start to create a more modernized smart home after rebuilding…

[ad_1] (PRO Views are exclusive to PRO subscribers, giving them insight on the news of the day direct from a real investing pro.) Tim Seymour acknowledges it’s hard to navigate the different trade headlines hitting each day, but investors should realize most of these so-called deals are not “real” news and focus on the company fundamentals instead. The founder of Seymour Asset Management is a buyer of Apple (AAPL) today, but not because CEO Tim Cook is giving President Donald Trump a $100 million peace offering with a promise to manufacture more of its products on U.S. shores. AAPL 1D…

[ad_1] As the new school year approaches, Google announced on Wednesday that it’s launching a new tool called Guided Learning within Gemini. The tool sort of functions like an AI tutor, as it’s designed to help users build a deep understanding instead of just getting answers. The launch follows just over a week after OpenAI rolled out Study Mode for ChatGPT, which is also designed to go beyond simply obtaining answers to questions by actually helping users develop critical thinking skills. Both companies’ launches come amid concerns that AI chatbots undermine the learning process because they spit out direct answers.…

[ad_1] Many on Wall Street expect that Novo Nordisk ‘s loss has been Eli Lilly ‘s gain, and this will be good news for the Zepbound maker’s second-quarter results. Novo Nordisk’s stock has cratered about 47% since the start of the year, as doubts emerged about the outlook for its GLP-1 drugs, Ozempic for diabetes and Wegovy for obesity. The company has said its business has been hurt by competition from compounding pharmacies, which are making knock-off versions of its semaglutide, the active ingredient in both brands. This prompted Novo to cut its annual forecast and oust its CEO. Lilly’s…

[ad_1] AMD shares tumbled Tuesday despite solid revenue guidance and AI chip optimism, becoming the latest semiconductor casualty in a market where solid execution simply isn’t enough. This earnings season has been brutal for chip stocks: Texas Instruments , ON Semiconductor , Qualcomm , and Arm all posted results that looked good on paper, but were met with steep sell-offs as investors demanded accelerating growth and guidance that clears an ever higher bar. SOXX 1M mountain iShares Semiconductor ETF, 1 month Even Lattice Semiconductor wasn’t spared. Management outlined a confident AI roadmap and said new product sales could could hit…

[ad_1] Nvidia wants to make it crystal clear how it feels about the idea of AI chip “kill switches” and backdoors.The chip giant said governments should not be allowed to spy on its customers, emphatically arguing against software backdoors into its GPUs, which are used to train and run many of the AI models created by Big Tech companies and startups.”NVIDIA GPUs do not and should not have kill switches and backdoors,” Nvidia’s chief security officer, David Reber Jr, wrote in a Tuesday blog post titled “No Backdoors. No Kill Switches. No Spyware.”Chinese officials expressed concern to Nivida last week…

[ad_1] When the Indeed marketing team gathered recently for an AI training session, a consultant asked a probing question: When it comes to AI, what worries you most? Perhaps surprisingly, people were most concerned about the steep learning curve.Concerns about keeping up with AI are widespread. In the United States, 75% of workers believe the skills needed for their roles will shift in five years, according to a recent Indeed report, “Tomorrow’s World: The Workplace and Workforce of the Future.” Yet, less than half (45%) have actually been upskilled in the last three years to develop longer-term skills and learning.AI…

[ad_1] Want to work at Palantir? Or maybe you’re just curious about the vibes at the company whose stock price skyrocketed 600% over the last year?Well, there’s a whole trove of videos on Palantir’s YouTube channel to dig into— and I did the work for you.Palantir smashed earnings expectations on Monday, reporting $1 billion in Q2 revenue. In a letter to shareholders, CEO Alex Karp thanked the company’s “unapologetically specific” culture. He analogized the company to an “artist colony,” one that has “plenty of friction and disagreement.”What is so “specific” about Palantir’s culture? I dug through 174 minutes’ worth of corporate…

[ad_1] Snowflake and Pinterest are among a handful of companies set to surprise Wall Street when they report earnings, according to Morgan Stanley. Earnings momentum is strong. Nearly three-quarters of S & P 500 companies have reported results so far, with about 82% of the names posting beats on earnings estimates, according to FactSet. With several big-name reports slated for the month ahead, Morgan Stanley analyst Ronald Ho highlighted more than two dozen companies reporting between Aug. 5 and Sept. 2 that could boast strong earnings results. The stocks he mentioned are each rated overweight by Morgan Stanley analysts and…

[ad_1] OpenAI is poised to undercut rivals like Anthropic and Google in the race to see its AI tools integrated into federal agency workflows.  The AI giant has reached an agreement with the U.S. General Services Administration (GSA), the government’s central purchasing arm, to offer ChatGPT Enterprise to participating federal agencies for just $1 per agency for the next year.  The partnership comes a day after the GSA added OpenAI, Google, and Anthropic to a list of approved AI vendors that can offer their services to civilian federal agencies. The companies will see their tools offered via the Multiple Award…