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Shield AI Takes GE Aerospace Deeper into AI Battleground

Shield AI is taking GE Aerospace deeper into AI's most unusual battleground, according to Benzinga

Top Companies AI3d ago

Intel details GPU D-series for agentic AI at OCP Summit

Intel shared new details on its Intel GPU D-series, code-named Crescent Island, which packs up to 480 GB of LP…

Top Companies AI3d ago

Ciena and Micron flagged as AI infrastructure picks

Analysts frame Ciena as a prime AI infrastructure beneficiary, citing aggressive cloud provider and neo-scaler…

Top Companies AI3d ago

NVIDIA and Cisco unveil USFP optics for AI factories

NVIDIA and Cisco announced plans for USFP, a 400Gb/s-per-lane pluggable optical module, with first transceiver…

Top Companies AI3d ago

Cisco unveils AI networking silicon and Nvidia optics at OCP Summit

Cisco announced the 102.4-terabit Silicon One G300 chip is now shipping at volume, unveiled the 51.2-terabit S…

Top Companies AI3d ago

Applied Materials opens $5 billion EPIC Center for AI chips

Applied Materials unveiled the EPIC Center, a $5 billion, 600,000-square-foot research facility in Silicon Val…

Top Companies AI3d ago

Citi names Constellation Energy top utility pick amid AI agent risk

Citi named Constellation Energy the top retail electricity company positioned to handle potential AI-driven di…

Top Companies AI3d ago

Oracle flagged by Paul Kedrosky as AI downturn risk

In early October 2026, venture capitalist Paul Kedrosky called Oracle financially exposed to an AI downturn, p…

Top Companies AI3d ago

Salesforce Upgraded to Buy by BofA's Tal Liani, Target 285

BofA analyst Tal Liani double-upgraded Salesforce to buy from underperform and set a price target of 285, as t…

Top Companies AI3d ago

Analog Devices up 80.16%, rides AI demand to $13.9 billion revenue

Analog Devices shares gained 80.16% over the last 12 months, beating Texas Instruments' 67.85% and Microchip T…

Top Companies AI3d ago

Epic Games delays Marvel and Star Wars shooter, tells devs "No more hand-written code"

Epic Games delayed its Disney collaboration — a shooter featuring Marvel and Star Wars characters — that had b…

Top Companies AI3d agoAlso reported by Ars Technica AI

Amphenol's $87.24 price seen near fair value on DCF

A Simply Wall St Discounted Cash Flow analysis, using roughly $4.7b in trailing twelve-month free cash flow an…

Top Companies AI3d ago

Amphenol hits new all-time high as AI picks-and-shovels play

Amphenol, a supplier of components used in AI infrastructure, just hit a new all-time high in its stock price

Top Companies AI3d ago

BofA's Tal Liani lifts Salesforce to Buy, target to $285

Bank of America analyst Tal Liani upgraded Salesforce to Buy from Underperform and raised his price target to…

Top Companies AI3d ago

Kroger pushes AI Recommendations into purchases

Kroger is working to convert AI-generated product recommendations into completed purchases, according to Progr…

Top Companies AI3d ago

Charles Schwab (NYSE:SCHW) Earnings And AI Tailwinds In Focus

Seeking Alpha published a piece titled "Charles Schwab Earnings And Long-Term AI Tailwinds (NYSE:SCHW)" coveri…

Top Companies AI3d ago

Bank of America: AI pivot to lift Salesforce shares

Bank of America said an AI pivot will drive Salesforce shares higher

Top Companies AI3d ago

Lumentum, Astera Labs, Corning boost AI rack connectivity

Lumentum, Astera Labs and Corning are adding optical connectivity to AI racks, a move aimed at speeding data f…

Top Companies AI3d ago

Verizon puts $70 million into free "AI Skills for America"

Verizon launched "AI Skills for America," a $70 million initiative combining its existing $20 million Reskilli…

Top Companies AI3d ago

Anthropic, Google Cloud release on-demand AI agent workshop

Anthropic and Google Cloud released an on-demand technical workshop covering multi-layered memory architecture…

Top Companies AI3d ago

LIFEFUND's 白都卓磨 to speak at 工務店AI活用EXPO2026

LIFEFUND announced that its CEO, Takuma Shirato, will speak at "Koumuten AI Utilization EXPO 2026," hosted by…

Top Companies AI3d ago

Headwaters joins SoftBank's AGENTIC STAR alliance via MOU

Headwaters signed an MOU with SoftBank to join the AGENTIC STAR Integration Partner Alliance, combining SoftBa…

Top Companies AI3d ago

Fujifilm to launch Apeos C7072 AI-cloud multifunction printer Oct 29

Fujifilm Business Innovation will release the A3 color multifunction printer "Apeos C7072 series" on October 2…

Top Companies AI3d ago

Honda ASIMO developer 竹中透 to speak on physical AI Nov 11

Honda's ASIMO developer 竹中透 will appear at a seminar on 11月11日 to discuss the era of フィジカルAI, physical AI

Top Companies AI3d ago

Exa Wizards finalizes AI Innovators Forum 2026 agenda

Exa Wizards locked the full agenda for AI Innovators Forum 2026, set for October 14, 2026, with 40+ industry…

Top Companies AI3d ago

NRI: AI agents take hold in China finance

NRI researcher Yang Jingjing reports that AI agents are being put into practical use in China's financial indu…

Top Companies AI3d ago

Qualcomm up 40% in five years still isn't cheap next to AI chip peers

Qualcomm's stock rose 40% over the past five years, while Nvidia rallied about 1,000% and Broadcom 630%, yet Q…

Top Companies AI4d agoAlso reported by Yahoo Finance AI

Cisco Systems adds Girish Rishi to board in AI push

Cisco Systems appointed industrial AI executive Girish Rishi to its board of directors

Top Companies AI4d ago

Google Labs' Playground builds games, but it's 'AI slop all the way down'

WIRED's Boone Ashworth used Google Labs' newly launched Playground to build three games in one day, including…

Top Companies AI4d agoAlso reported by WIRED AI

Nicolas Cage: refused AI waiver, likely done with Amazon

At New York Comic Con, Nicolas Cage said he declined to sign an AI waiver for "Spider-Noir" and probably won't…

Top Companies AI4d ago

Jim Cramer: AMD's AI inference push opens growth

On the September 28 Mad Money episode, Jim Cramer pointed to Advanced Micro Devices' roughly 13% gain the prio…

Top Companies AI4d ago

Micron gets rating upgrade on demand through 2031

Seeking Alpha published a rating upgrade on Micron, arguing that extreme AI pessimism has overshadowed structu…

Top Companies AI4d ago

Broadcom: ASIC revenue to double to $115 billion next year

Broadcom projects its ASIC revenue will double next year to $115 billion, then double again to $230 billion in…

Top Companies AI4d ago

GE Vernova AI Data Center Orders Top US$5b

GE Vernova reported AI data center related orders above US$5b in the first half of 2026, more than double its…

Top Companies AI4d ago

Palantir CEO Alex Karp: only trade workers or neurodivergent talent have a future

Palantir CEO Alex Karp said on TBPN in March that there are basically two ways to know you have a future: voca…

Top Companies AI4d ago

Roblox AI game maker has a catch, Morgan Stanley's test shows

TheStreet reported that Morgan Stanley's test of the Roblox AI game maker revealed a catch

Top Companies AI4d ago

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JPMorgan CEO Jamie Dimon: cyber risks up 10-fold after Mythos

In a recent Bloomberg TV interview, JPMorgan Chase CEO Jamie Dimon said cyber risks "went up 10-fold after Myt…

Top Companies AI4d ago

Broadcom edges Nvidia for 5-year AI chip buys: $115B target

The Motley Fool weighed Nvidia against Broadcom for AI investors, giving Broadcom a slight edge and citing Bro…

Top Companies AI4d ago

AI shopper agents like Muse: what they mean for retail stocks

CNBC published a piece looking at AI agents like Muse that can shop for consumers, and what that means for ret…

Top Companies AI4d ago

Financial Times asks: does AI prefer CVs?

The Financial Times poses the question of whether AI prefers CVs written by AI

Top Companies AI4d ago

Moët Hennessy turns AI on a stubborn winemaking problem

Moët Hennessy is directing AI to sniff out a stubborn problem in winemaking

Top Companies AI4d ago

Intuitive Surgical deepens Shanghai ties, Guthart says

Gary S. Guthart said Intuitive Surgical is deepening its Shanghai presence in clinical training, the surgical…

Top Companies AI4d ago

Vertiv named AI infrastructure winner, but valuation leaves little room for error

Seeking Alpha published a piece calling Vertiv a major AI infrastructure winner, while warning that its valuat…

Top Companies AI4d ago

Arista Networks unveils open Ethernet rack for 144 accelerators

Arista Networks announced an open Ethernet rack-scale portfolio, engineered with AMD, Arm, Broadcom, d-Matrix…

Top Companies AI4d ago

ServiceNow's Dibrov: AI agents need real-time identity security

ServiceNow's Yevgeny Dibrov told CX Today that AI agents are multiplying as non-human identities across workfl…

Top Companies AI4d ago

Palo Alto Networks says it is 4x Leader in Gartner SASE and SSE

Palo Alto Networks said Gartner named it a Leader for a fourth consecutive year in both the 2026 Magic Quadran…

Top Companies AI4d ago

Swimlane tops MarketsandMarkets AI SOC ranking for startups

Swimlane said it earned the strongest position among startups and SMEs in the MarketsandMarkets AI SOC Market…

Top Companies AI4d ago

CVS denied second dismissal bid in AI revenue inflation suit

A New York federal judge on Tuesday declined to give CVS another opportunity to dismiss a lawsuit accusing it…

Top Companies AI4d ago

CrowdStrike links "YY" AI logs to bank attacks

CrowdStrike analyst Ashley Campion said an AI prompt named "YY" listed a Chinese university and a Guangdong lo…

Top Companies AI4d ago

McDonald's accused of AI-powered price fixing; Uber enters catering

A report accuses McDonald's of using AI to fix prices, and says Uber has entered the catering business

Top Companies AI4d ago

Progressive: AI Reinforces Competitive Moat, Not Breaks It

Seeking Alpha published an analysis arguing that AI was supposed to break Progressive's competitive moat, but…

Top Companies AI4d ago

Guardrails Action leads nearly 40 groups' AI demands for Congress

A coalition of nearly 40 labor, progressive, faith, and AI safety groups, spearheaded by Guardrails Action, se…

Top Companies AI4d ago

MC Digital Realty to open KIX15 data center in Ibaraki by 2028

MC Digital Realty plans to open KIX15 in 2028 in the Saito area of Ibaraki, the fifth building of its KIX Camp…

Top Companies AI4d ago

IDC names NEC a Major Player in Japan Unified AI Platforms

IDC's September 2026 "IDC MarketScape: Japan Unified AI Platforms 2026 Vendor Assessment" rated NEC a Major Pl…

Top Companies AI4d ago

ELYZA RSI Research targets AI developing AI

KDDI Group's ELYZA said on October 2 it established ELYZA RSI Research to study recursive self-improvement — A…

Top Companies AI4d ago

Pfizer: AI tripled international salesforce productivity

Pfizer says broader roll out of AI and advanced analytics across R&D, manufacturing and commercial operations…

Top Companies AI5d ago

Bloom Energy Among 6 Stocks Tipped for AI Power Boom to 2030

The Motley Fool named six stocks — Bloom Energy, Plug Power, Eaton, Vertiv, GE Vernova, and NextEra Energy — a…

Top Companies AI5d ago

McDonald’s sued over AI-powered menu price-fixing

McDonald’s has been sued over alleged AI-powered menu price-fixing, according to USA Today

Top Companies AI5d ago

S&P Global adds ChatIQ AI tools to Capital IQ Pro

S&P Global introduced AI features to Capital IQ Pro, including ChatIQ research tools, AI-driven modeling capab…

Top Companies AI5d ago

Steven Rattner: AI Needed for Productivity Surge

In a New York Times opinion essay, Steven Rattner argued the U.S

Top Companies AI5d ago

Wells Fargo lifts PANW target to $475 before Sept. 1 earnings

Wells Fargo raised its Palo Alto Networks price target to a Street-high $475 from $420 on Aug

Top Companies AI5d ago

AT&T, Cisco, NVIDIA: AI lets carriers move up the stack

An opinion piece from Fierce Network argues that AI changes the equation for carriers, with AT&T, Cisco and NV…

Top Companies AI5d ago

Raleigh cuts IT desk costs 66% with ServiceNow AI

Raleigh, North Carolina reduced its IT service desk costs by 66% using ServiceNow AI agents, Business Wire rep…

Top Companies AI5d ago

Palo Alto Networks, Cyderes partner on AI-driven SOC services

Palo Alto Networks and Cyderes announced a partnership to modernize Security Operations Centers with AI-driven…

Top Companies AI5d ago

AT&T LegalEdge, OpenAI to Build Legal AI Workflows

AT&T LegalEdge, AT&T's new in-house legal agency, is partnering with OpenAI to develop AI-enabled legal workfl…

Top Companies AI5d ago

The Lost Bros call out AI copies of designs on Etsy

The Lost Bros, founded in 2016 by brothers Cody and Colton Tapolerm, posted side-by-side comparisons on Instag…

Top Companies AI5d ago

Why AI Loves Walmart: Barron's Analysis

Barron's published an analysis titled "Why AI Loves Walmart," examining the retailer's position in artificial…

Top Companies AI5d ago

Anthropic Agents Tried to Fill Out Visa Forms on State Dept. Website

Anthropic's AI agents attempted to fill out visa forms on the State Department's website, according to The New…

Top Companies AI5d ago

IBM: worker-built AI agents will outpace governance

IBM's Bruno Aziza said agents created by employees will outpace what companies can manage

Top Companies AI5d agoAlso reported by SiliconANGLE AI

Anthropic breaches spark White House AI reporting mandate

Axios reported that Anthropic disclosed three unauthorised access incidents to the White House, and that this…

Top Companies AI5d ago

Sicredi taps AI for payment authorization during outages

Sicredi has built resiliency using AI for authorization processes during system outages, according to Masterca…

Top Companies AI5d ago

Oracle posts October 2026 Oracle AI news roundup

Oracle published a roundup titled "What's New in Oracle AI?

Top Companies AI5d ago

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