Lumentum Holdings (NASDAQ:LITE) has emerged as a defining infrastructure play of the AI era. The San Jose-based optical and photonic products maker supplies the laser components, transceivers, and optical circuit switches that let hyperscale data centers move data at the speeds modern AI demands. As models grow larger and server interconnections denser, optical solutions fill ... Lumentum’s Path t...
Lumentum Holdings (NASDAQ:LITE) has emerged as a defining infrastructure play of the AI era. The San Jose-based optical and photonic products maker supplies the laser components, transceivers, and optical circuit switches that let hyperscale data centers move data at the speeds modern AI demands. As models grow larger and server interconnections denser, optical solutions fill ... Lumentum’s Path to $1,000 per Share Runs Straight Through the AI Optics Boom
Taiwan Semiconductor Manufacturing (NYSE:TSM) reports first-quarter 2026 results on April 16, before the market opens. With AI demand still running hot and management guiding for another strong quarter, the real question is not whether TSM beats, but by how much. Momentum Meets a Higher Bar TSM closed out 2025 on a strong note. Q4 2025 ... How Big Will Taiwan Semiconductor’s Beat Be on April 16?
Taiwan Semiconductor Manufacturing (NYSE:TSM) reports first-quarter 2026 results on April 16, before the market opens. With AI demand still running hot and management guiding for another strong quarter, the real question is not whether TSM beats, but by how much. Momentum Meets a Higher Bar TSM closed out 2025 on a strong note. Q4 2025 ... How Big Will Taiwan Semiconductor’s Beat Be on April 16?
Storm Erminio has caused widespread destruction across several regions of Greece, including the Attica region, where a man lost his life in Nea Makri. On the Mediterranean island of Crete, skies turned an eerie orange on Wednesday as winds of up to force 9 on the Beaufort scale carried dust from North Africa, forcing several flights to be rerouted Continue reading...
Storm Erminio has caused widespread destruction across several regions of Greece, including the Attica region, where a man lost his life in Nea Makri. On the Mediterranean island of Crete, skies turned an eerie orange on Wednesday as winds of up to force 9 on the Beaufort scale carried dust from North Africa, forcing several flights to be rerouted Continue reading...
Google's Gemini AI models have improved by leaps and bounds over the past year, but you can only use Gemini on Google's terms. The company's Gemma open-weight models have provided more freedom, but Gemma 3, which launched over a year ago , is getting a bit long in the tooth. Starting today, developers can start working with Gemma 4 , which comes in four sizes optimized for local usage. Google has ...
Google's Gemini AI models have improved by leaps and bounds over the past year, but you can only use Gemini on Google's terms. The company's Gemma open-weight models have provided more freedom, but Gemma 3, which launched over a year ago , is getting a bit long in the tooth. Starting today, developers can start working with Gemma 4 , which comes in four sizes optimized for local usage. Google has also acknowledged developer frustrations with AI licensing, so it's dumping the custom Gemma license. Like past versions of its open-weight models, Google has designed Gemma 4 to be usable on local machines. That can mean plenty of things, of course. The two large Gemma variants, 26B Mixture of Experts and 31B Dense, are designed to run unquantized in bfloat16 format on a single 80GB Nvidia H100 GPU. Granted, that's a $20,000 AI accelerator, but it's still local hardware. If quantized to run at lower precision, these big models will fit on consumer GPUs. Google also claims it has focused on reducing latency to really take advantage of Gemma's local processing. The 26B Mixture of Experts model activates only 3.8 billion of its 26 billion parameters in inference mode, giving it much higher tokens-per-second than similarly sized models. Meanwhile, 31B Dense is more about quality than speed, but Google expects developers to fine-tune it for specific uses. Read full article Comments
d-Matrix, the pioneer in low-latency AI inference compute for data centers, today announced the acquisition of GigaIO's data center business, a systems engineering organization with deep expertise in rack-scale infrastructure and high-performance interconnects.
d-Matrix, the pioneer in low-latency AI inference compute for data centers, today announced the acquisition of GigaIO's data center business, a systems engineering organization with deep expertise in rack-scale infrastructure and high-performance interconnects.
Microsoft (MSFT) says it’s on a path to developing high-powered frontier models, an acknowledgment that it is looking to wean itself off of its dependence on partner models from OpenAI (OPAI.PVT).
Microsoft (MSFT) says it’s on a path to developing high-powered frontier models, an acknowledgment that it is looking to wean itself off of its dependence on partner models from OpenAI (OPAI.PVT).
“I’ve said over and over Jassy you got to be all in in Nvidia. And he said no.” That’s Jim Cramer on Mad Money, frustrated that Amazon (NASDAQ:AMZN) CEO Andy Jassy keeps betting on custom silicon instead of doubling down on Nvidia (NASDAQ:NVDA). I’ve been watching pretty much every report on this debate for a ... Is Amazon CEO Jassy wrong about his custom chips bet?
“I’ve said over and over Jassy you got to be all in in Nvidia. And he said no.” That’s Jim Cramer on Mad Money, frustrated that Amazon (NASDAQ:AMZN) CEO Andy Jassy keeps betting on custom silicon instead of doubling down on Nvidia (NASDAQ:NVDA). I’ve been watching pretty much every report on this debate for a ... Is Amazon CEO Jassy wrong about his custom chips bet?
Tingting Ji/iStock via Getty Images Thesis CorMedix Inc. ( CRMD ) stock has been on the downward slope since early January. Shares hit a mid-$6 low in late March and have seen some slight upside into the $7 range. In my previous coverage , I initiated my Sell rating due to CMS reimbursement changes impacting DefenCath pricing. However, I do see some upside coming from the Phase III ReSPECT readout...
Tingting Ji/iStock via Getty Images Thesis CorMedix Inc. ( CRMD ) stock has been on the downward slope since early January. Shares hit a mid-$6 low in late March and have seen some slight upside into the $7 range. In my previous coverage , I initiated my Sell rating due to CMS reimbursement changes impacting DefenCath pricing. However, I do see some upside coming from the Phase III ReSPECT readout sometime in Q2 '26. In the longer run, this could unlock a $2 billion prophylaxis market for Rezzayo and shift the company toward a sort of higher-margin, speciality hospital model. In the near term, however, the trial readout should serve as a meaningful catalyst, which is why I am choosing to upgrade to a Hold rating until we see that readout. FY25 review Just as a quick recap on earnings . For Q4 '25, the company reported net revenue of about $128.6 million, which was a big jump year-over-year from the $31.2 million we saw back in Q4 '24. We can put the big driver down to about $91.2 million in DefenCath sales and $37.4 million from Melinta’s portfolio. So I think we can say that there’s been a successful market penetration and adoption among outpatient dialysis customers for DefenCath. The Melinta acquisition, on the other hand, contributed a full quarter of revenue for the first time, which was nice to see. However, they missed on EPS expectations with just $0.16 per diluted share, but they also managed to achieve net income of $14.0 million. It’s worth noting that this was supported by deferred tax assets that offset a bit of the tax expense. Adjusted EBITDA actually surged to $77.2 million compared to $15.3 million last year, so for me, this is a sign of decent underlying profitability and efficient cost management, even if we are seeing increased operational expenses. CorMedix Inc. As for FY25, CorMedix’s total revenue hit $311.7 million, with pro forma revenue, which would include a full year of Melinta operations, coming to about $401.3 million. So there’s clearl...
Heavyweight fixture that featured icons such as Kevin Sinfield and Lesley Vainikolo returns after 12-year hiatus It will almost feel as if Super League has stepped back in time on Friday night as the rivalry that defined the competition’s early years returns after a 12-year hiatus, and it will not just be across West Yorkshire that eyes will be on Odsal Stadium for Bradford Bulls’ derby with Leeds...
Heavyweight fixture that featured icons such as Kevin Sinfield and Lesley Vainikolo returns after 12-year hiatus It will almost feel as if Super League has stepped back in time on Friday night as the rivalry that defined the competition’s early years returns after a 12-year hiatus, and it will not just be across West Yorkshire that eyes will be on Odsal Stadium for Bradford Bulls’ derby with Leeds Rhinos. In a small corner of New Zealand, Lesley Vainikolo will interrupt his Saturday morning to watch the return of the derby he starred in for Bradford during the early 2000s, and he will probably not be alone. Dubbed the Volcano thanks to his incredible try-scoring record, with 149 in 152 games for the Bulls , Vainikolo rarely gives interviews these days. But the lure of discussing one of Super League’s biggest fixtures returning was too much to resist. “There is no way I’d miss it,” says the 46-year-old, who is now director of rugby at Wesley College near Auckland, the school that forged the career of Jonah Lomu. Continue reading...
A new book by historian Annette Gordon-Reed explores the former US president’s writings on race throughout his life Thomas Jefferson’s interactions with enslaved people bookend his life. The third US president and a founder of the United States was born into a slave-owning family in a society upon which slavery was the bedrock. A Black woman was probably his earliest nursemaid – evidence shows tha...
A new book by historian Annette Gordon-Reed explores the former US president’s writings on race throughout his life Thomas Jefferson’s interactions with enslaved people bookend his life. The third US president and a founder of the United States was born into a slave-owning family in a society upon which slavery was the bedrock. A Black woman was probably his earliest nursemaid – evidence shows that his mother did not breastfeed her children, so it is probable that a Black woman was also Jefferson’s wet nurse. His earliest memory, which he relayed to his grandchildren, was of being carried on a pillow via horseback by a man his family enslaved on a 50-mile journey to Tuckahoe, Virginia. Given his status as an enslaver – Jefferson owned more than 610 people in his lifetime – those he held in bondage may have been the last people Jefferon saw before he died. An enslaved man, John Hemmings, built his casket. The omnipresence of slavery in his life and its clear contradictions with regards to his views on liberty, create a point of which much of the existing literature on Jefferson must attempt to make sense. Scholars have long tried to analyze and parse the juxtaposition of bondage and freedom for the former president. But in a new book by Annette Gordon-Reed, a Pulitzer prize-winning historian and a pre-eminent Jefferson scholar, Jefferson speaks for himself. Continue reading...
If a food is labeled ‘functional’, what does that mean? Not much, experts say You’re at the grocery store, looking for a sweet snack. But these days, the chocolate aisle promises so much more than that: mental clarity , a stronger immune system , PMS relief and even sexual stamina – all in a few squares. Chocolate is hardly the only treat to be reborn as a wellness product. Supermarket shelves now...
If a food is labeled ‘functional’, what does that mean? Not much, experts say You’re at the grocery store, looking for a sweet snack. But these days, the chocolate aisle promises so much more than that: mental clarity , a stronger immune system , PMS relief and even sexual stamina – all in a few squares. Chocolate is hardly the only treat to be reborn as a wellness product. Supermarket shelves now boast chips with added protein , gut-friendly sodas and collagen oatmeal – all part of the fast-growing “functional foods” market, which is expected to reach $586bn globally by 2030. Continue reading...
When it comes to automotive bragging rights, a good Nürburgring Nordschleife lap time is right up there with the best of them. And today, those bragging rights belong to Ford. The automaker revealed that its GT Mk IV, an evolution of the mid-engined supercar it created in 2016, is now the fastest production car to ever lap the 12.9-mile (20.8-km) race track in Germany, with a time of 6 minutes, 15...
When it comes to automotive bragging rights, a good Nürburgring Nordschleife lap time is right up there with the best of them. And today, those bragging rights belong to Ford. The automaker revealed that its GT Mk IV, an evolution of the mid-engined supercar it created in 2016, is now the fastest production car to ever lap the 12.9-mile (20.8-km) race track in Germany, with a time of 6 minutes, 15.997 seconds set by Frédéric Vervisch. The century-old racetrack in Germany's Eifel region was built during the Great Depression as a way to create jobs but also to provide Germany's car industry with a place to test its products. In addition to races, it was—and remains—open to the public for leisure driving. Well, for some definition of leisure: The place isn't known as the Green Hell for nothing, with hundreds of feet of elevation change across 12.9 miles (20.8 km) and between 73–170 corners, depending how you count them. After years of driving it online, I got my first laps there last summer and can report that in real life, it is bumpy and narrow, and I'd need another hundred laps or so before I started to feel properly comfortable. Read full article Comments