(Bloomberg) -- President Donald Trump said he’d remember companies that decline to seek refunds on duties paid after the Supreme Court struck down a large swath of his tariffs. Most Read from BloombergKuwait Declares Further Force Majeure on Oil ShipmentsInside Alex Cooper’s Unwell: Tears, Screaming and Employees Looking for the ExitTrump Aims to Seal Iran Deal, Says Truce Extension UnlikelyThree ...
(Bloomberg) -- President Donald Trump said he’d remember companies that decline to seek refunds on duties paid after the Supreme Court struck down a large swath of his tariffs. Most Read from BloombergKuwait Declares Further Force Majeure on Oil ShipmentsInside Alex Cooper’s Unwell: Tears, Screaming and Employees Looking for the ExitTrump Aims to Seal Iran Deal, Says Truce Extension UnlikelyThree Ships Including an Iranian Vessel Cross Hormuz StraitCruise Ships Seized Brief Hormuz Reopening to F
Looking at enterprise AI adoption, VentureBeat has anecdotally observed a fairly wide divergence when it comes to specific roles: For those who build—engineers and developers—the arrival of AI has been transformative, moving through the workflow with the speed of tools like Claude Code and Cursor to automate the heavy lifting of syntax and architecture. Yet, for those who sell, the "revenue stack"...
Looking at enterprise AI adoption, VentureBeat has anecdotally observed a fairly wide divergence when it comes to specific roles: For those who build—engineers and developers—the arrival of AI has been transformative, moving through the workflow with the speed of tools like Claude Code and Cursor to automate the heavy lifting of syntax and architecture. Yet, for those who sell, the "revenue stack" has remained a fragmented collection of data silos, manual CRM entries, and anecdotal reporting. Von , a new AI platform emerging from the team behind process automation startup Rattle , aims to bridge this gap. By positioning itself not as another "point solution" but as a foundational "intelligence layer," Von seeks to do for Go-To-Market (GTM) teams what the modern IDE has done for the developer: provide a single, reasoning interface that understands the entire business context. “AI has revolutionized the workflow for people who build things, but there is nothing that has revolutionized the workflow for people who sell those things," Von CEO Sahil Aggarwal said in a recent video call interview with VentureBeat. "That is what we are trying to build with Von”. Technology: The context graph and multi-model engine At the core of Von’s capability is a departure from the traditional "search bar" approach to enterprise AI. While standard LLMs often struggle with the sprawling, unstructured nature of sales data, Von begins its deployment by building a "context graph" of a company’s entire business. This process involves ingesting structured data from CRMs like Salesforce and HubSpot, alongside unstructured data from call recorders (Gong, Zoom, Chorus), email threads, and internal documentation. "Once Von builds this context graph, it will understand your business better than anyone else in the company," Aggarwal said. This understanding is rooted in a company’s specific "ontology"—the unique language of its deal stages, territory definitions, and institutional knowledge. "We tr...
Erik Isakson/DigitalVision via Getty Images Astera Labs ( ALAB ) jumped 10% during Tuesday morning market action following the news that key customer Amazon ( AMZN ) had inked a $100B deal with Anthropic ( ANTHRO ). UBS initiated coverage of the AI networking supplier with a Neutral rating and a $180 price target. "Since launching retimer products in C2019, ALAB has defended share with Amazon and ...
Erik Isakson/DigitalVision via Getty Images Astera Labs ( ALAB ) jumped 10% during Tuesday morning market action following the news that key customer Amazon ( AMZN ) had inked a $100B deal with Anthropic ( ANTHRO ). UBS initiated coverage of the AI networking supplier with a Neutral rating and a $180 price target. "Since launching retimer products in C2019, ALAB has defended share with Amazon and made steps to broaden adoption across additional hyperscalers, validating both product quality and execution," said UBS analysts, led by Natalia Winkler, in an investor report. "Based on our bottom-up retimer unit estimates and expert conversations, we are constructive on ALAB's growth prospects over the next 2–3 years, with C2027 revenues 4% above consensus, driven primarily by retimers and its scale-up PCIe/UA Link switching portfolio." However, Astera Labs' entry into an increasingly competitive switching market and a high valuation prompted the Neutral rating by UBS. "The next phase—entry into PCIe switching, which started in 2Q:25 — introduces materially higher competitive risk," Winkler noted. "While the PCIe switch market is ~4x larger than retimers, it also has strong incumbent players like Broadcom ( AVGO ) and Microchip Technology ( MCHP ) accounting for 50%+ share and a new entrant in Marvell ( MRVL ). We model Astera Labs reaching ~25% share (from <5% current share) by the end of the decade but note it will require sustained execution against competition." More on Astera Labs Astera Labs Still Wins In Rack Scale, And I Am Still Buying Astera's Next Phase Begins Now Astera Labs: Cheaper, Better... Still Not Buyable Anthropic's $100B commitment to Amazon benefits Marvell and Astera Labs: analysts Astera Labs in focus as Loop Capital starts with Buy rating
Erik Isakson/DigitalVision via Getty Images Astera Labs ( ALAB ) jumped 10% during Tuesday morning market action following the news that key customer Amazon ( AMZN ) had inked a $100B deal with Anthropic ( ANTHRO ). UBS initiated coverage of the AI networking supplier with a Neutral rating and a $180 price target. "Since launching retimer products in C2019, ALAB has defended share with Amazon and ...
Erik Isakson/DigitalVision via Getty Images Astera Labs ( ALAB ) jumped 10% during Tuesday morning market action following the news that key customer Amazon ( AMZN ) had inked a $100B deal with Anthropic ( ANTHRO ). UBS initiated coverage of the AI networking supplier with a Neutral rating and a $180 price target. "Since launching retimer products in C2019, ALAB has defended share with Amazon and made steps to broaden adoption across additional hyperscalers, validating both product quality and execution," said UBS analysts, led by Natalia Winkler, in an investor report. "Based on our bottom-up retimer unit estimates and expert conversations, we are constructive on ALAB's growth prospects over the next 2–3 years, with C2027 revenues 4% above consensus, driven primarily by retimers and its scale-up PCIe/UA Link switching portfolio." However, Astera Labs' entry into an increasingly competitive switching market and a high valuation prompted the Neutral rating by UBS. "The next phase—entry into PCIe switching, which started in 2Q:25 — introduces materially higher competitive risk," Winkler noted. "While the PCIe switch market is ~4x larger than retimers, it also has strong incumbent players like Broadcom ( AVGO ) and Microchip Technology ( MCHP ) accounting for 50%+ share and a new entrant in Marvell ( MRVL ). We model Astera Labs reaching ~25% share (from <5% current share) by the end of the decade but note it will require sustained execution against competition." More on Astera Labs Astera Labs Still Wins In Rack Scale, And I Am Still Buying Astera's Next Phase Begins Now Astera Labs: Cheaper, Better... Still Not Buyable Anthropic's $100B commitment to Amazon benefits Marvell and Astera Labs: analysts Astera Labs in focus as Loop Capital starts with Buy rating
Bain survey data shows a significant improvement in market sentiment for 2025. Photo: VCG China’s private equity market recorded its second consecutive year of transaction growth in 2025, even as severe fundraising bottlenecks signal the end of the industry’s rapid expansion phase. The findings, detailed in Bain & Co.’s 2026 China private equity market report released on Tuesday, highlight an indu...
Bain survey data shows a significant improvement in market sentiment for 2025. Photo: VCG China’s private equity market recorded its second consecutive year of transaction growth in 2025, even as severe fundraising bottlenecks signal the end of the industry’s rapid expansion phase. The findings, detailed in Bain & Co.’s 2026 China private equity market report released on Tuesday, highlight an industry shifting into a consolidation period driven by macroeconomic stabilization.
BlackRock Science & Technology Term Trust (NYSE:BSTZ) is a closed-end fund with a fixed expiration date, a covered call overlay, and more than 30% of its portfolio locked in private, pre-IPO companies that most investors cannot access through a brokerage account. BSTZ occupies a narrow lane: income generation with embedded venture-stage optionality, bounded by a ... BlackRock’s BSTZ Expires in 203...
BlackRock Science & Technology Term Trust (NYSE:BSTZ) is a closed-end fund with a fixed expiration date, a covered call overlay, and more than 30% of its portfolio locked in private, pre-IPO companies that most investors cannot access through a brokerage account. BSTZ occupies a narrow lane: income generation with embedded venture-stage optionality, bounded by a ... BlackRock’s BSTZ Expires in 2031 and Forces a Reckoning: What Happens to Your Pre-IPO Positions
Intel (NASDAQ:INTC) just earned a strong endorsement from HSBC, with analyst Frank Lee upgrading INTC stock from Hold to Buy and nearly doubling the price target from $50 to $95. The rating change signals a shift in conviction. The call arrives just one day after Stifel raised its target from $42 to $65, which maintained ... HSBC Just Upgraded Intel to Buy and Raised the Price Target From $50 to $...
Intel (NASDAQ:INTC) just earned a strong endorsement from HSBC, with analyst Frank Lee upgrading INTC stock from Hold to Buy and nearly doubling the price target from $50 to $95. The rating change signals a shift in conviction. The call arrives just one day after Stifel raised its target from $42 to $65, which maintained ... HSBC Just Upgraded Intel to Buy and Raised the Price Target From $50 to $95: Is the Comeback Real?