Lisa Su, CEO of Advanced Micro Devices (AMD), indicated that a next-gen Xbox could land in 2027. Spotted by Gamesbeat, the hint came out of an analyst earnings call yesterday. Su was talking about Valve's upcoming Steam Machine, which is expected to launch sometime in early 2026, and slipped in a passing comment about Xbox as well. "From a product standpoint, Valve is on track to begin shipping it...
Lisa Su, CEO of Advanced Micro Devices (AMD), indicated that a next-gen Xbox could land in 2027. Spotted by Gamesbeat, the hint came out of an analyst earnings call yesterday. Su was talking about Valve's upcoming Steam Machine, which is expected to launch sometime in early 2026, and slipped in a passing comment about Xbox as well. "From a product standpoint, Valve is on track to begin shipping its AMD-powered Steam Machine early this year, and development of Microsoft's next-gen Xbox featuring an AMD semi-custom SoC is progressing well to support a launch in 2027," the CEO said. It's worth clarifying that this isn't a confirmation that Microsoft is set on 2027 to release its slate of next-gen console hardware. That being said, the company has spoken about it numerous times. Last year, Jason Ronald, Microsoft's VP for the Xbox Gaming Devices and Ecosystem division, said the next generation of Xbox hardware will have AI-powered features that will be "transformative" to gameplay—despite the ever-growing backlash and skepticism from the game industry around AI tech. Related:'Genie is not a game engine:' Take-Two president says Google's world model cannot replace creative process Then, during a Mashable interview last year, Xbox president Sarah Bond said the next-gen console would be targeting a high-end market, indicating that it would be a "very premium, very high-end, curated experience." The news, however, comes a mere week after Xbox reported a 32 percent year-on-year decrease in hardware revenue during the second quarter ended December 31, 2025. The company said the decrease was "driven by lower volume of consoles sold," and contributes to gaming revenue altogether decreasing by nine percent year-on-year. Microsoft CEO Satya Nadella stressed that Microsoft remains committed to "delivering great games across Xbox, PC, cloud, and every other device." In terms of upcoming financial reports, however, the company expects hardware revenue to decline yet again in Q3. Thi...
The most popular mom content tends to be rightwing tradwife propaganda or just apolitical – pushing progressive creators out of the algorithm For someone who doesn’t have a marble island in their kitchen I spend a disproportionate amount of time staring at marble kitchen islands, slack-jawed, brain turned half off. That’s because I consume a lot of videos from mommy bloggers, mom influencers, and ...
The most popular mom content tends to be rightwing tradwife propaganda or just apolitical – pushing progressive creators out of the algorithm For someone who doesn’t have a marble island in their kitchen I spend a disproportionate amount of time staring at marble kitchen islands, slack-jawed, brain turned half off. That’s because I consume a lot of videos from mommy bloggers, mom influencers, and the like. In kitchen “closing shift” videos, they wipe down their islands and reset by lighting luxury candles, the glow accentuating their respectable cosmetic procedures. Other times I watch them waltz through their morning routines : getting kids out the door, sweating it out in boutique fitness classes, showing off Amazon hauls, or explaining their children’s matching holiday photoshoot outfits. For better or worse, this is how I have chosen to spend my one wild and precious life: consuming blissfully low-stakes motherhood content on my phone. It is domestically competent ASMR that also satiates my desire to peek into everyone’s bathroom cabinets. I nod in unsolicited approval as a TikTok mom I follow shares her green juice order. Fascinating. I should drink something like that. Another posts timestamps of her baby’s night-time sleep schedule. I, who lives between walls that have never heard the wail of an infant, ingurgitate the entire video. Continue reading...
spawns/iStock via Getty Images Introduction Welcome to the SA’s The Macro Brief! This official SA Profile will highlight our analysts' latest economic and market analysis to help investors gauge the ever-volatile financial landscape through various recurring series. The economy is the foundation of financial markets, influencing everything from corporate earnings and consumer spending to central b...
spawns/iStock via Getty Images Introduction Welcome to the SA’s The Macro Brief! This official SA Profile will highlight our analysts' latest economic and market analysis to help investors gauge the ever-volatile financial landscape through various recurring series. The economy is the foundation of financial markets, influencing everything from corporate earnings and consumer spending to central bank policy and inflation. Understanding economic trends, policy decisions, and sector activity can be critical when assessing market opportunities and making informed investment decisions. Check out these must-reads from January’s second half… Trending Themes Greenland And Japan Trump's Greenland Tariffs: Here's A Market Plan That Works | Agar Capital | 1/18/26 “Tariffs are a geopolitical lever for Arctic influence, with significant implications for U.S.-Europe relations and global supply chains. Three scenarios—defused tension, escalation, or stalemate—are outlined, each with distinct market volatility implications.” Greenland: We Have A Problem | Victor Dergunov | 1/20/26 “The S&P 500 faces near-term volatility from tariff escalation, geopolitical tensions over Greenland, and rising Treasury yields. Despite potential short-term corrections, I maintain a bullish intermediate and long-term outlook with a 2026 SPX target of 8,000.” Trump's Greenland Ultimatum And Why I'm (Aggressively) Moving To Cash | Deep Value Investing | 1/21/26 “I see a negotiated U.S.–EU deal as most likely. I don’t expect a U.S. seizure of Greenland given international law, NATO risks, and proposed limits on DoD funding absent authorization.” Trump-Greenland Is A Distraction: Look At Japan | James Foord | 1/22/26 “Japan faces acute structural stress as surging bond yields and a weakening yen trap the Bank of Japan between defending its currency and bond market. Upcoming elections and Sanae Takaichi’s fiscal stimulus agenda risk triggering a UK Gilt-style crisis by flooding markets with more debt.” Jap...
US President Donald Trump wants to build his “Dream Military”. In January, he proposed setting military spending at US$1.5 trillion in 2027 while citing “very troubled and dangerous times”. The move would increase the country’s defence budget by around 50 per cent amid growing concern at the Pentagon about China’s AI advancements. China’s apparent AI has unsettled many people in Washington, analys...
US President Donald Trump wants to build his “Dream Military”. In January, he proposed setting military spending at US$1.5 trillion in 2027 while citing “very troubled and dangerous times”. The move would increase the country’s defence budget by around 50 per cent amid growing concern at the Pentagon about China’s AI advancements. China’s apparent AI has unsettled many people in Washington, analysts said. Advertisement “Regardless of how much the US actually increased defence spending, there’s definitely going to be more money for companies developing AI-related technologies,” said Samuel Bresnick, a research fellow at Georgetown University’s Centre for Security and Emerging Technology (CSET). 01:18 Trump: Chinese AI start-up DeepSeek’s strong showing a ‘wake-up call’ for US tech sector Trump: Chinese AI start-up DeepSeek’s strong showing a ‘wake-up call’ for US tech sector Ukraine’s unexpectedly strong defence following Russia’s invasion and its innovative use of new technologies have also changed military doctrine and forced countries to rethink basic assumptions about military manufacturing. Advertisement “Frankly, the way that war is changing, China seems to have a big advantage because they’re able to manufacture much more military material and very quickly,” Bresnick said.
Investing.com -- Truist told clients in a note to “buy the weakness” in one major chip stock after what it called a messy but ultimately encouraging fourth quarter, arguing that the company’s long-term earnings power far outweighs near-term imperfections. Analyst William Stein stated that AMD is growing earnings at a “~45% CAGR through CY30 and trades at only ~11x CY30 EPS power,” adding that “it’...
Investing.com -- Truist told clients in a note to “buy the weakness” in one major chip stock after what it called a messy but ultimately encouraging fourth quarter, arguing that the company’s long-term earnings power far outweighs near-term imperfections. Analyst William Stein stated that AMD is growing earnings at a “~45% CAGR through CY30 and trades at only ~11x CY30 EPS power,” adding that “it’s still a BUY.” Truist said Q4 results beat expectations and Q1 guidance came in higher, even though a large portion of the upside was tied to an unusual China-related factor. According to the firm, “65% of the revenues and all of the EPS beat were from selling a written-down China SKU.” Despite that distortion, Truist noted that AMD reiterated a “60% DC CAGR, 35% total sales CAGR,” which it believes leads to “over $20 of EPS in 2030.” Stein said the foundation of its bullish thesis is “strong customer engagement,” noting that industry contacts have confirmed the momentum behind AMD’s data-center and AI road map. In Q4, revenue of about $10.3 billion beat consensus by roughly 6%, driven by “~9% upside in both Datacenter and Client segments.” Truist highlighted accelerating deployments of Instinct MI350 GPUs, strong adoption of 5th-generation Epyc CPUs and management’s expectation that data-center revenue can grow “more than 60% annually over the next 3–5 years.” The firm acknowledged that OpEx remains a drag, but said management reinforced plans for operating leverage in 2026. Truist lifted its 2027 earnings estimate to $10.11 and raised its price target to $283. “Buy the weakness as the long-term growth message overwhelms the imperfections in Q4,” declared Stein. Related articles Buy the weakness in this major chip stock, Truist says Gold may hit $5,000/oz in 1H'26 - HSBC Nvidia's new Alpamayo project: What it means for Tesla?
Qualcomm Incorporated (QCOM) is starting 2026 on the back foot, as Wall Street grows uneasy about its long-term grip on the modem market. The latest blow came from Mizuho Securities, which downgraded the shares to “Neutral” and lowered its price target, citing rising competitive risks, most notably from one of Qualcomm’s largest customers. For years, Apple (AAPL) relied on Qualcomm’s modem technol...
Qualcomm Incorporated (QCOM) is starting 2026 on the back foot, as Wall Street grows uneasy about its long-term grip on the modem market. The latest blow came from Mizuho Securities, which downgraded the shares to “Neutral” and lowered its price target, citing rising competitive risks, most notably from one of Qualcomm’s largest customers. For years, Apple (AAPL) relied on Qualcomm’s modem technology to power iPhones, while Qualcomm chips also fueled a vast ecosystem of Android smartphones and Windows laptops competing directly with Apple’s devices. Now, Apple’s growing confidence in its internal modem program signals a potential long-term shift that could chip away at one of Qualcomm’s most important revenue streams. And that’s not the only headwind. Slower growth expectations for the global handset market and elevated inventory levels across the supply chain have further cooled investor enthusiasm. Additionally, Qualcomm is facing notable challenges in China, where ongoing antitrust investigations are creating operational uncertainty and adding another overhang to the stock’s narrative. Still, it’s not all caution tape. Investors have a key catalyst just ahead. Qualcomm is set to report fiscal 2026 first-quarter earnings after the market closes on Wednesday, Feb. 4. And with multiple overhangs already in focus, this upcoming report could play a pivotal role in shaping the stock’s next move. About Qualcomm Stock California-based Qualcomm develops technology that brings intelligent computing into more parts of everyday life. Drawing on four decades of innovation, the company works across areas like artificial intelligence (AI), high-performance yet power-efficient computing, and advanced wireless connectivity. Its Snapdragon platforms are used in many consumer devices, while Qualcomm Dragonwing products focus on helping businesses and industries improve performance, efficiency, and connectivity as digital demands continue to grow. Currently sporting a market capital...
Palantir Technologies CEO Alex Karp attends the 56th annual World Economic Forum (WEF) meeting in Davos, Switzerland, January 20, 2026. (REUTERS/Denis Balibouse) By Arsheeya Bajwa | REUTERS Palantir Technologies CEO Alex Karp defended the firm’s surveillance technology as it reported a big jump in sales on Monday, saying it has safeguards to prevent government overreach, without mentioning U.S. im...
Palantir Technologies CEO Alex Karp attends the 56th annual World Economic Forum (WEF) meeting in Davos, Switzerland, January 20, 2026. (REUTERS/Denis Balibouse) By Arsheeya Bajwa | REUTERS Palantir Technologies CEO Alex Karp defended the firm’s surveillance technology as it reported a big jump in sales on Monday, saying it has safeguards to prevent government overreach, without mentioning U.S. immigration enforcement efforts in Minnesota that have drawn widespread protests. The data analytics company said revenue derived from the U.S. government spiked 66% in the fourth quarter from the year-ago period to $570 million. Total sales of $1.41 billion exceeded analysts’ estimates and the firm anticipates a big jump in sales, in part due to government contracts in 2026. Shares of the company jumped 5% in extended trading. Companies working with U.S. Immigration and Customs Enforcement (ICE) are attracting more scrutiny as Americans have turned solidly against ICE’s aggressive tactics following the fatal shootings of two U.S. citizens in separate incidents in January. The company won a contract last year with ICE to develop surveillance systems for immigration enforcement. Over the weekend, France’s CapGemini said it would sell a small U.S. unit that has a contract with ICE after criticism from French lawmakers and others. In a post-earnings call, Karp said the company was “supporting in a critical manner, some of the most interesting, intricate, unusual operations that the U.S. government has been involved in”, but did not specify which government programs Palantir was engaged in. Denver-based Palantir has increasingly been marketing military-grade AI tools to businesses through its artificial intelligence platform that helps companies integrate and develop the technology. It has emerged as one of the best-performing AI stocks, with shares gaining 1,700% over the last three years. “It should indeed be uncontroversial that the single most effective means of guarding agai...
MeasureUp Alliance brings together exam-realistic practice tests, readiness analytics, and integrity-first governance into a single operating model designed to help certification programs scale globally without compromising credibility. MIAMI, Feb. 4, 2026 /PRNewswire/ -- MeasureUp today announced the launch of MeasureUp Alliance, a new program designed for technology vendors and certification own...
MeasureUp Alliance brings together exam-realistic practice tests, readiness analytics, and integrity-first governance into a single operating model designed to help certification programs scale globally without compromising credibility. MIAMI, Feb. 4, 2026 /PRNewswire/ -- MeasureUp today announced the launch of MeasureUp Alliance, a new program designed for technology vendors and certification owners who want to scale candidate outcomes, partner enablement, and product adoption without adding operational burden or compromising exam credibility. MeasureUp Alliance is positioned as a single operational partner that builds and maintains the readiness layer around certification exams, so program teams can focus on certification strategy rather than coordinating a prep supply chain. MeasureUp Launches MeasureUp Alliance, a New End-to-End Program to Scale Certification Readiness. MeasureUp Alliance builds on MeasureUp's existing work delivering practice tests for leading certification ecosystems. MeasureUp currently offers practice tests for certification programs such as Microsoft, CompTIA, Cisco, and AWS, and partners with ServiceNow University to deliver official practice tests for ServiceNow certifications, among others. "MeasureUp Alliance is a strategic growth lever for our next phase, and for the certification ecosystems we serve," said Sam Brocal, CEO at MeasureUp. "Certifications increasingly drive adoption and trust. Alliance is our end-to-end answer. We build exam-realistic practice tests, run ongoing QA and updates, and provide readiness analytics while staying explicitly integrity first." Built for scale: a repeatable end-to-end readiness system MeasureUp Alliance follows a repeatable process designed for quality, scale, and integrity across certification portfolios, including blueprint alignment, SME content creation, quality and review with safeguards against item cloning patterns typical of dumps, exam-realistic simulation, readiness analytics by domain an...
Chris Boyd, a software engineer, began tinkering with a digital personal assistant called OpenClaw at the end of January, while he was snowed in at his North Carolina home. He used it to create a daily digest of relevant news stories and send them to his inbox every morning at 5:30 a.m. But after he gave the open-source AI agent access to iMessage, Boyd says OpenClaw went rogue. It bombarded Boyd ...
Chris Boyd, a software engineer, began tinkering with a digital personal assistant called OpenClaw at the end of January, while he was snowed in at his North Carolina home. He used it to create a daily digest of relevant news stories and send them to his inbox every morning at 5:30 a.m. But after he gave the open-source AI agent access to iMessage, Boyd says OpenClaw went rogue. It bombarded Boyd and his wife with more than 500 messages and spammed random contacts too. “It’s a half-baked rudimentary piece of software that was glued together haphazardly and released way too early,” said Boyd, who added that he has since altered OpenClaw’s codebase to apply his own security patches to reduce risks. “I realized it wasn’t buggy. It was dangerous.” OpenClaw, which was previously called Clawdbot and Moltbot, has garnered a cult following since it was introduced in November for its ability to operate autonomously, clearing users’ inboxes, making restaurant reservations and checking in for flights, among other tasks. But some cybersecurity experts described OpenClaw’s security as lax and argued that using the AI tool comes with significant — and unknown — risks. Kasimir Schulz, director of security research at HiddenLayer Inc. , a security company tailored for AI, said OpenClaw is especially risky because it checks all the boxes of the “lethal trifecta,” a standard of gauging risk within AI. “If the AI has access to private data, that’s a potential risk. If it has the ability to communicate externally, that’s a potential risk. And then if it’s exposing — if it has exposure to untrusted content — that’s the final of the lethal trifecta. And Moltbot has access to all three,” Schulz said, using the tool’s former name. Yue Xiao, an assistant computer science professor at the College of William & Mary , said it’s relatively easy to steal personal data with OpenClaw using methods like prompt injections, when hackers disguise malicious commands as legitimate prompts.“You can imagi...
According to Precedence Research, the global manufacturing sector continues to evolve, with major players such as Apple, Volkswagen, and Toyota driving substantial revenues. These companies, spanning automotive, consumer electronics, aerospace, and industrial systems, are dominating their respective industries. With new trends like Industry 4.0, automation, and smart factories accelerating growth,...
According to Precedence Research, the global manufacturing sector continues to evolve, with major players such as Apple, Volkswagen, and Toyota driving substantial revenues. These companies, spanning automotive, consumer electronics, aerospace, and industrial systems, are dominating their respective industries. With new trends like Industry 4.0, automation, and smart factories accelerating growth, these giants are shaping the future of manufacturing and production worldwide. Ottawa, Feb. 04, 2026 (GLOBE NEWSWIRE) -- In 2026, the global manufacturing industry is experiencing a period of significant change, with leading companies continuing to set the pace across various sectors. From consumer electronics to automotive manufacturing, these giants are not only achieving high revenues but also driving forward industry trends that will shape the future of production. Here’s an in-depth look at the top manufacturing companies by revenue and the key trends transforming the industry. Invest in Our Premium Strategic Solution: https://www.precedenceresearch.com/request-consultation/47 Key Trends Transforming the Manufacturing Industry Advancements in Electric Vehicle (EV) Manufacturing The automotive sector is undergoing a major shift toward electric mobility, with increasing investments in electric vehicle production. Companies are accelerating their efforts to develop sustainable, high-performance electric vehicles to meet growing consumer demand and government regulations. Innovations in battery technology, autonomous driving systems, and sustainable manufacturing practices are leading this transformation, positioning the automotive industry for future growth. Automation and Industry 4.0 Automation continues to be a driving force behind the manufacturing industry’s evolution. The adoption of robotics, artificial intelligence (AI), and connected systems (often referred to as Industry 4.0) is enhancing operational efficiency, reducing costs, and improving product quality. In...
SUNNYVALE, Calif., February 04, 2026--(BUSINESS WIRE)--Cerebras Systems today announced the closing of a $1 billion Series H financing at a post-money valuation of approximately $23 billion. The round was led by Tiger Global, with participation from Benchmark, Fidelity Management & Research Company, Atreides Management, Alpha Wave Global, Altimeter, AMD, Coatue, and 1789 Capital, among others. For...
SUNNYVALE, Calif., February 04, 2026--(BUSINESS WIRE)--Cerebras Systems today announced the closing of a $1 billion Series H financing at a post-money valuation of approximately $23 billion. The round was led by Tiger Global, with participation from Benchmark, Fidelity Management & Research Company, Atreides Management, Alpha Wave Global, Altimeter, AMD, Coatue, and 1789 Capital, among others. For more information on Cerebras, visit www.cerebras.ai. About Cerebras Systems Cerebras Systems builds the fastest AI infrastructure in the world. We are a team of pioneering computer architects, computer scientists, AI researchers, and engineers of all types. We have come together to make AI blisteringly fast through innovation and invention because we believe that when AI is fast it will change the world. Our flagship technology, the Wafer Scale Engine 3 (WSE-3) is the world’s largest and fastest AI processor. 56 times larger than the largest GPU, the WSE uses a fraction of the power per unit compute while delivering inference and training more than 20 times faster than the competition. Leading corporations, research institutes and governments on four continents chose Cerebras to run their AI workloads. Cerebras solutions are available on premise and in the cloud, for further information, visit cerebras.ai or follow us on LinkedIn, X and/or Threads. View source version on businesswire.com: https://www.businesswire.com/news/home/20260204915834/en/ Contacts Media Contact PR@zmcommunications.com
Published in Nature Portfolio’s npj Digital Medicine, China’s Future Doctor team’s new benchmark aims to define what “safe and effective” means for medical AI NEW YORK, February 04, 2026--(BUSINESS WIRE)--Future Doctor, a China-based AI healthcare technology company, together with 32 clinical experts, has published new research in Nature Portfolio’s npj Digital Medicine proposing a "Clinical Safet...
Published in Nature Portfolio’s npj Digital Medicine, China’s Future Doctor team’s new benchmark aims to define what “safe and effective” means for medical AI NEW YORK, February 04, 2026--(BUSINESS WIRE)--Future Doctor, a China-based AI healthcare technology company, together with 32 clinical experts, has published new research in Nature Portfolio’s npj Digital Medicine proposing a "Clinical Safety-Effectiveness Dual-Track Benchmark" (CSEDB). The framework is designed to measure whether medical AI systems are safe and effective in real-world clinical decision-making. A comparative evaluation of leading large language models, including OpenAI’s o3, Google’s Gemini 2.5 Pro, and Anthropic’s Claude 3.7 Sonnet, found the company’s own MedGPT scoring highest across all key categories. The research arrives amid a surge of new medical AI model releases, intensifying attention on the gap between strong general-purpose performance into the safety and reliability required in clinical practice, where hallucinations and confidently stated errors remain a key bottleneck. Against this backdrop, the work highlights evaluation as a persistent bottleneck for real clinical use. Most medical AI evaluations still resemble standardized tests, while safety-critical failure modes — such as missed urgent symptoms, contraindicated recommendations, or failures in multi-condition prioritization — often do not show up in accuracy-only scoring. CSEDB is designed to make such risks measurable in a repeatable scoring system. According to the paper, CSEDB includes 30 indicators split into 17 safety metrics and 13 effectiveness metrics. The benchmark was developed with 32 clinical experts spanning 23 core specialties at leading medical institutions in China, including Peking Union Medical College Hospital, the Cancer Hospital of the Chinese Academy of Medical Sciences, Chinese PLA General Hospital, Shanghai Tongji Hospital, Huashan Hospital of Fudan University, Peking University Hospital of Stomatol...
'Nearly Indestructible' Fuel: Nano Nuclear CEO Talks 'Laser Enrichment' On Shawn Ryan Show 2025 was a watershed moment for the US nuclear industry: enthusiasm for a global nuclear renaissance gripped the investment community as the valuations for publicly traded companies were pushed into the stratosphere. Tickers associated with nuclear reactors were pushed up several hundred percentage points, w...
'Nearly Indestructible' Fuel: Nano Nuclear CEO Talks 'Laser Enrichment' On Shawn Ryan Show 2025 was a watershed moment for the US nuclear industry: enthusiasm for a global nuclear renaissance gripped the investment community as the valuations for publicly traded companies were pushed into the stratosphere. Tickers associated with nuclear reactors were pushed up several hundred percentage points, with Nano Nuclear one of the best performers of the year. Nano Nuclear's chairman and founder, Jay Yu, sat down recently on the Shawn Ryan Show and discussed his company's mission and technology. The Vigilance Elite Production of SRS EP. 275 with Jay Yu is live on the Shawn Ryan Show YouTube channel! https://t.co/otnVoaUQNM pic.twitter.com/9y8TAIzfpM — Shawn Ryan Show (@ShawnRyanShow) January 29, 2026 The nuclear portion of the discussion focused around the global demand for new sustainable energy and how companies like Nano are answering that call. With energy widely understood to be the true bottleneck of AI adoption and economic affordability, companies are developing new innovative ways to rapidly deploy gigawatts of nuclear-powered energy generation capacity. Nano recently broke ground at the University of Illinois for the construction of their flagship reactor design, the Kronos reactor. Kronos is a high-temperature, gas-cooled reactor using TRISO as fuel and helium as a coolant. Tri-structural Isotropic (TRISO) fuel was described by Yu as nearly indestructible and lined with tank armor, which is an accurate description given its multiple layers of pyrolytic carbon and silicon carbide. One of the highlights of gas reactors is their ability to be "walk-away safe". This means their design utilizes passive cooling features in the event of an extended loss of power due to natural disaster or massive electrical system failures – the plant prevents a meltdown or explosion like Fukushima and Chernobyl all on its own. Yu went on to highlight the modularity of smaller reactor d...