Docusign (NASDAQ: DOCU), the leading Intelligent Agreement Management platform, today announced the appointment of Graham Sheldon as Chief Product Officer. In this role, Sheldon will lead product, design, and user research, accelerating Docusign's goal to transform how the world's enterprises create, commit to, and manage agreements — turning critical business insights into decisive action. Sheldon will start on July 6.

AMD is considering a potential Ryzen 5 9600X3D — company says six-core Zen 5 X3D chip 'maybe something we look at doing... later this year' Tom's Hardware

Conner Homes announces that Richards Ridge, a luxury single-family home community in Bellevue, WA., is nearly sold out.

Akamai Guardicore Segmentation and NVIDIA DOCA bring real-time, Zero Trust enforcement to AI factory data, context memory, and agentic AI workloads, with NVIDIA Vera BlueField-4 STXCAMBRIDGE, Mass., June 02, 2026 (GLOBE NEWSWIRE) -- Akamai (NASDAQ: AKAM) is collaborating with NVIDIA to bring an advanced security architecture into AI factories — the foundation of the agentic era. The two companies today announced an expansion of their security collaboration to bring Akamai Guardicore Segmentation

Delivers on Growing Demand for First-Party Data Infrastructure Amidst Increased Signal LossDENVER, June 02, 2026 (GLOBE NEWSWIRE) -- Adswerve, a leading data, analytics, media, and technology consultancy operating at the intersection of adtech and martech, has been selected as one of the few North American partners for GCS Implementation Partner (GIP), a partner category within the broader Data Strength Partner Program. The selection builds on Adswerve’s success in Google’s Data Strength Partner

AMD (NASDAQ: AMD) and Nvidia (NASDAQ: NVDA) are two stocks that are often compared. It makes sense, as these two are the top dogs in the graphics processing unit (GPU) space. GPUs have been the primary computing chip utilized for artificial intelligence (AI) training and computing up to this point, and they'll likely maintain a dominant hold on this industry because of their ability to handle a variety of workloads and data sets. Nvidia has been the biggest winner and has become the world's largest company by market cap. However, over the past year, AMD has been the better investment. Its stock has risen over 350%, while Nvidia's is up nearly 60%. Nvidia investors are happy with a strong return like that, but they'd be lying if they told you they weren't a little jealous of AMD's return. Nobody can go back in time and reverse their investment decision; all that remains is to look at which is the better investment going forward. I believe there's a clear metric that informs me which is the better buy, and it's not even close. Continue reading

Broadcom (NASDAQ: AVGO) is turning AI infrastructure demand into massive revenue growth, strong free cash flow, and billions in shareholder returns. But after a huge rally, the stock's valuation leaves little room for disappointment. The bull case is still compelling, but investors need to decide whether Broadcom's AI momentum can keep supporting its premium price. Stock prices used were the market prices of May 22, 2026. The video was published on May 29, 2026. Continue reading

The biggest story surrounding the IPO landscape is, of course, none other than SpaceX. But CoreWeave's debut last year shouldn't be forgotten either.

Where's The Limit By Stefan Koopman, senior market strategist at Rabobank The ancient Greeks left a rich intellectual legacy, as our global strategist Michael Every showed last week in The Hormuz Odyssey . The same fertile ground also produced a famous set of puzzles that have challenged thinkers for centuries. These are the paradoxes of Zeno. In the Dichotomy Paradox, Zeno argued that a runner can never reach the finish line on a straight track. The logic is simple. The runner must first cover half the distance to the goal . Once there, he must still cover half of what remains. After that, he must cover half of the new remainder, and so on, and so on. At each step, some distance remains. In Zeno’s telling, the runner is never able to reach the finish line. US‑Iran talks follow the same logic. Washington and Tehran have broadly agreed on the outline of a deal: a 60‑day ceasefire extension, a reopening of the Strait of Hormuz, and a trade of sanctions relief for nuclear constraints. Officials on both sides also describe an agreement as imminent. Yet each apparent breakthrough produces a new obstacle. Negotiators still haggle over language, sequencing and enforcement, and have even yet to settle the basic question of who signs first. Like Zeno’s runner, the two sides keep halving the distance to a deal – closing in on it step by step – without seeming to ever arrive. The resolution to Zeno’s paradox lies in the concept of limits. So when will President Trump and Ayatollah Khamenei reach theirs? When is enough, enough? Markets still assume that moment is close, with the front‑month Brent contract hovering just above six‑week lows. But the longer Washington and Tehran fail to reach an agreement, the more they open the door for disruptors to shape events, from US‑Iran skirmishes in the Strait of Hormuz to Israeli strikes in Lebanon. Every time an Iran deal is close, it moves away again. I’d described this crisis as a polytropos Odyssey, but it also matches Zeno’s Achille...

Getty Images It pays to be patient, as buying on pullbacks can shave valuable time off of one’s compounding journey. For example, waiting for a 10% pullback on a favorite stock can save roughly one year’s worth of time. This is considering the market average return of 10% per year as a general rule of thumb. This brings me to Bristol Myers Squibb ( BMY ), which I last covered back in November 2025, highlighting its compelling valuation and growth portfolio. While BMY has given an impressive 23% total return since my last piece, that return would have been even higher had it not been for the recent dip in price. At the current price of $54.95, BMY is down materially from its recent high of ~$60, while carrying a forward P/E of 8.7x and a 4.6% dividend yield. I believe the pullback is unjustified given no material negative news around the company. I suspect that the recent downtrend is due to short-term profit-taking and rotation as the market shifts capital from established companies into 'hot' growth stocks in the AI space like Nebius ( NBIS ) and Marvell Technology ( MRVL ). A similar recent downtrend can be seen in pharma peers Pfizer ( PFE ) and Novo Nordisk ( NVO ). In this article, I revisit BMY including recent business results , and discuss why it’s an attractive buy-the-dip opportunity at present, so let’s get started! Why BMY? Bristol Myers Squibb is a global biopharmaceutical company that’s focused on innovative medicines. Its portfolio treats serious diseases across oncology, hematology, cardiovascular disease, immunology, and neuroscience. In recent years, BMY has been navigating patent expirations by building a next-generation growth portfolio. BMY is seeing progress toward that objective, as total revenue grew by 1% YoY (excluding FX) to $11.5 billion during Q1 2026. This was driven by growth portfolio sales expansion of 9% YoY to $6.2 billion. Importantly, this wasn’t led by a single product. Rather, it was driven by diversified contributions from Reb...

专题：聚焦美股2026年第一季度财报 核心要点 慧与（HPE）财报创下 2018 年以来最大业绩超预期幅度，股价大幅飙升； 旗下服务器业务受 AI 需求拉动，二季度营收数据大幅击穿市场一致预期。 2025 年 10 月 15 日，慧与在纽交所敲响开市钟|纽交所 慧与股价周二大涨 25%，有望创下上市以来单日最大涨幅，盘中冲击历史新高，公司交出 2018 年以来最优超预期财报。 受 AI 热潮带动，服务器板块需求火爆，二季度业绩全面优于分析师预测： 调整后每股收益 0.79 美元（市场预期 0.53 美元），总营收 106.8 亿美元（预期 97.9 亿美元） 。 隶属于云与 AI 事业部的服务器单业务营收达 54.5 亿美元，大幅高于机构预期的 46.6 亿美元。 美东时间上午 11 点，慧与 CEO 安东尼奥・内里做客 CNBC 直播间，可通过 CNBC+、CNBC 专业频道实时收看访谈。 内里在财报电话会上评价服务器业务营收增速 “表现极其亮眼”，并表示 智能体 AI 是需求爆发的核心推手 。 “传统服务器订单同比实现三位数增长，企业持续落地算力基础设施升级、加码 AI 推理硬件采购。” 此前 戴尔 已凭借 AI 相关业务发布亮眼财报，部分分析师开始谨慎看待服务器行业需求持续性：各大企业集中采购推高硬件报价，行业景气度隐现隐忧。 伯恩斯坦上调慧与盈利预测，目标价由 35 美元上调至 62 美元，维持 “市场表现” 评级，研报提及 “股价已兑现大部分利好”； 摩根士丹利 将目标价从 33 美元大幅上调至 71 美元。 摩根士丹利研报：“和戴尔逻辑相近，服务器已成企业战略刚需，需求刚性叠加龙头抢占份额、货源充足厂商掌握定价权，持续增厚慧与盈利。后续市场分歧将聚焦两点：需求续航能力与业绩见顶回落风险。” 责任编辑：郭明煜

格隆汇6月2日｜Piper Sandler启动对Take-Two Interactive的研究覆盖，给予“增持”评级及280美元的目标价。该行认为，即将推出的《侠盗猎车手VI》有望成为史上最具规模的娱乐产品发行之一，并在未来数年内带动公司盈利大幅增长。

$Alphabet-C (GOOG.US)$[Chuckle][Chuckle] Moomoo

Anthropic正著手拓展其网络安全项目，向新一批企业开放其Claude Mythos Preview的访问权限，以协助他们排查软件漏洞。 这家人工智能实验室于今年4月推出了名为Project Glasswing的网络安全项目。当时约有50家合作伙伴获得了该模型的访问权限，其中包括 苹果 公司、 CrowdStrike 、 摩根大通 、 微软 和Palo Alto Networks。 Anthropic周二表示，首批合作伙伴通过部署该模型扫描代码库，迄今已发现逾1万个高危或严重级别的安全漏洞。 该公司表示，Project Glasswing的此次扩容标志著一项新进展，使公司朝著利用AI提升所有软件安全性的目标又迈进了一步。 该公司表示，“在与我们的Project Glasswing合作伙伴、安全行业、开源软件维护者以及美国政府经过数周的密切合作后，我们将把合作范围扩大，新纳入约150家机构。”该公司同时指出，所有机构在获得访问权限前均须满足相关的安全要求。 Anthropic表示，新加入的机构分布在逾15个国家，其中多数机构为更多国家提供关键基础设施。该公司未披露新增企业的具体名单，但表示这批机构填补了首批参与者中覆盖度不足的数个行业，如电力、水务、医疗健康、通信和硬件。 该公司补充说，“许多新合作伙伴是供应商，世界各地的众多机构乃至政府部门，都高度依赖这些公司或非营利组织所维护的代码库。” 就在宣布Project Glasswing扩容的前一天，Anthropic表示已机密提交首次公开募股（IPO）申请，正式迈上今年秋季挂牌上市的轨道。该公司的最新估值已接近1万亿美元。 责任编辑：李桐

Arm says major cloud and tech customers are using its data center CPUs.

The world's most valuable technology companies with the exception of Alphabet added billions ‌of dollars in market value in May, ‌as upbeat earnings outlooks and strong demand for AI chips fuelled ​a rally in their shares. Apple, memory chipmakers Micron Technology, Samsung Electronics and SK Hynix led the gains, adding $598 billion, $512 billion, $481 billion and $377 billion, respectively, in market value. Their ‌valuations rose to $4.58 ⁠trillion, $1.09 trillion, $1.10 trillion and $1.34 trillion, respectively.

Bitcoin ( BTC-USD ) fell ~12.21% over the past month and was trading near ~$68.7K on Tuesday, while Ethereum ( ETH-USD ) dropped ~15% to around ~$1,970. But while cryptocurrencies moved lower, crypto-linked stocks split into two very different camps: Bitcoin mining companies surged, while most Bitcoin proxy and crypto-financial stocks lagged. Among Bitcoin treasury and crypto-financial stocks, 5 out of 7 companies underperformed Bitcoin on a monthly basis: Twenty One Capital ( XXI ) was the biggest laggard, falling 24.89%, followed by Bullish ( BLSH ) at -22.25% and Strategy ( MSTR ) at -21.32%. SharpLink ( SBET ) declined 18.72%, while Bitmine Immersion Technologies ( BMNR ) lost 17.69%. Only 2 out of 7 stocks outperformed Bitcoin. Circle Internet Group ( CRCL ) fell 9.91%, outperforming BTC by 2.30%, while Coinbase Global ( COIN ) dropped 11.02%, outperforming BTC by 1.19%. "So where did investors put their money?" The answer appears to be Bitcoin miners and digital infrastructure companies. All 6 major Bitcoin mining stocks outperformed the asset , even as price declined: Riot Platforms ( RIOT ) led the group with a 55.86% gain, followed by Bitdeer Technologies ( BTDR ) at 51.54% and CleanSpark ( CLSK ) at 49.88%. Cipher Mining ( CIFR ) advanced 44.90%, Applied Digital ( APLD ) rose 41.95%, and MARA Holdings ( MARA ) gained 28.87%. Every major mining stock outperformed Bitcoin by a wide margin. RIOT led the group, beating BTC by more than 68%, followed by BTDR and CLSK. The contrast is difficult to ignore. While Bitcoin fell 12%, miners gained roughly 29% to 56%, suggesting investors may be rotating away from treasury stocks toward companies tied to mining, power, and digital infrastructure. The next question is whether this trend continues if Bitcoin's weakness persists—or reverses if the cryptocurrency regains momentum More on Strategy, Twenty One Capital, Inc., etc. Bitcoin Breaks Below $70,000 As Sell-Off Continues Strategy: Why Buying Bonds Instead Of Bitcoi...

janiecbros/E+ via Getty Images I'm initiating C4 Therapeutics ( CCCC ) with a "Buy" rating. The reason why I'm doing so is because the company has made significant progress expanding its lead next-generation cereblon E3 ligase modulator [CELMoD] or molecular glue degrader cemsidomide for the treatment of patients with relapsed/refractory multiple myeloma [r/r MM]. Specifically, its lead program involves the development of its oral IKZF1/3 degrader [CELMoD] cemsidomide in combination with dexamethasone to treat patients with 4th-line+ r/r MM in the ongoing phase 2 MOMENTUM single-arm, open-label study. The first patient was dosed for this mid-stage trial in February of 2026, and enrollment completion is expected by Q1 of 2027. From there, if trial recruitment goes well, then the company expects to release initial overall response rate [ORR] data from it in the 2nd half of 2027. This phase 2 MOMENTUM study program was built on foundational data from a phase 1 study using cemsidomide plus dexamethasone to treat r/r MM patients. Speaking of which, there is a catalyst opportunity to mention there that investors should keep an eye on. This involves updated poster data from this phase 1 study using this cemsidomide combination data to treat these specific MM patients at the EHA Congress on Friday, June 12, 2026, at 6:45 pm CEST / 12:45 pm ET. There is already an expansion underway to use this next-generation IZKF1/3 degrader across other lines of therapy for these MM patients. With that said, the company also already dosed patients in a phase 1b study to further expand the use of its lead drug with other approved therapies. This involves a phase 1b study of cemsidomide + dexamethasone + CD3-targeting bispecfiic antibody elranatamab [ELREXFIO] for the treatment of 2nd-line+ r/r MM patients. This program is ideal because C4 Therapeutics has made a clinical trial supply agreement with Pfizer ( PFE ) to supply ELREXFIO for the evaluation of this program combination. Why should...

sittithat tangwitthayaphum/iStock via Getty Images Abivax Overview Investors were caught by surprise yesterday when ABIVAX Société Anonyme ( ABVX ) revealed Phase 3 maintenance data for its novel drug, obefazimod, in ulcerative colitis. Despite both doses meeting primary and all key secondary endpoints, the stock plummeted over 30% in after-hours trading Monday. Some may have been concerned about the apparent clustering of malignancy cases in high-dose (50 mg) obefazimod (more on this below). My last analysis on Abivax was in February. This came after it became apparent that management was keen on going it alone. Recall that it had been subject to a flurry of M&A rumors. My first analysis of Abivax was actually in July of 2025, when I was a Buy on the stock that was priced around $70 per share at that time. My March rating of Hold was a rating downgrade when Abivax was priced around $110 per share. My rating downgrade was based on fundamentals. I performed a DCF analysis and ascertained that with even optimistic assumptions, Abivax's fair value per share was $91.59, which at that time implied a downside of around 20%. I also modeled that a funding gap exists, which management has since expressed its intention to raise more money after Phase 3 maintenance data in ulcerative colitis. In the article that follows, I'm going to take a closer look at the maintenance data and determine if it changes anything at the fundamental level for Abivax. Recent Developments Back in March, I set the "goalposts" for ulcerative colitis efficacy data. The two big endpoints there are "clinical remission" and "endoscopic improvement." My bull case called for clinical remission rates over 50% and endoscopic improvement rates over 60%. Achieving these rates would clearly differentiate obefazimod from existing therapies. 50 mg obefazimod comfortably met both of my criteria at Week 44: Table 1: Phase 3 ABTECT Maintenance Trial Results, efficacy (Abivax) The problem was safety. To me, the bigg...

铀能源公司（Uranium Energy Corp，UEC）周二宣布，将于6月9日股市开盘前发布2026财年第三季度运营及财务业绩。公司管理层将于当天美国东部时间上午11时召开电话会议，对业绩进行解读。会议直播及会后回放可通过公司官网投资者关系页面获取。 本次财报发布正值公司多项战略布局加速落地的关键期。在第二季度，铀能源以每磅101美元的价格售出20万磅铀，较当季现货均价溢价超过25%，实现营收2020万美元，毛利润约1000万美元。截至季末，公司持有8.18亿美元流动资产，库存铀约145.6万磅，且为零债务状态。 运营方面，公司在德克萨斯州的Burke Hollow项目建设已完工，成为美国最新的原地浸出回收铀矿，正等待监管批准后投产。怀俄明州的Christensen Ranch设施新增了四个集管房，自复产以来已累计产出244，321磅铀。Irigaray中央加工厂的煅烧系统也已完成翻新，实现全天候连续运行。 值得关注的是，美国铀矿行业近期迎来政策利好。铀于2025年11月被列入美国地质调查局的关键矿产清单，总统公告已启动对包括铀在内的关键矿产进行232条款谈判，相关报告预计在7月13日前出炉。这一政策动向可能进一步推动美国本土铀矿供应链建设。 市场普遍预期公司第三季度每股亏损约0.03美元，营收约850万美元。管理层在电话会议中预计将就Burke Hollow投产进展、美国本土铀转化设施可行性研究进度以及潜在的232条款政策影响等议题提供更多指引。 责任编辑：张俊 SF065

Nvidia Wins Big Vote of Confidence as Cathie Wood Cuts AMD Exposure

Micron And Dell Are Up 260%: These 5 Small Caps Nearly Doubled That Benzinga

瑞典宽带接入解决方案提供商InCoax Networks AB于6月2日宣布，已与美国一家一级电信运营商签署协议，为其光纤延伸解决方案在光纤宽带安装领域建立商业合作框架。 该协议紧接InCoax光纤延伸产品的近期发布。该解决方案旨在解决光纤宽带大规模部署中的实际安装难题：光纤入户点往往与住宅网关的最佳位置不一致。通过复用室内现有同轴电缆，该方案可减少铺设新室内光纤或以太网线的需求，从而降低安装复杂度并加速客户激活。 InCoax首席执行官Jakob Tobieson表示：“与美国一级运营商达成的这一协议，是对我们战略方向的重要验证。它为我们光纤延伸方案的核心应用场景之一建立了商业框架，也再次印证了复用现有同轴基础设施、简化室内光纤安装的现实意义。” 该解决方案主要面向独栋住宅及部分小型公寓楼，基于MoCA 2.5技术，以非托管桥接方式运行，支持对称多千兆连接。运营商可沿用其现有光纤平台、住宅网关及客户开通流程，无需对原有系统进行大规模改造。 此次合作方是一家公开宣布了雄心勃勃的多年期宽带扩展计划的运营商，目标是为全美数百万额外家庭提供高速网络接入。InCoax预计，与此机会相关的订单量可能在2026年至2027年交替之际启动，具体取决于该运营商的内部技术及运营决策流程。 总部位于瑞典隆德的InCoax专注于将既有物业同轴网络改造用于光纤及固定无线接入部署。在经历了向商业执行转型的过渡期后，公司此前的季度财报显示其销售仍处于较低水平，第一季度净销售额为162万瑞典克朗，正在为预期中的收入加速增长做准备。公司认为此次合作机会有望在未来对公司净销售额和业绩产生重要的积极贡献。 责任编辑：张俊 SF065

格隆汇6月2日｜美国国务卿鲁比奥：美国不会因伊朗重新开放霍尔木兹海峡而解除制裁。

Why did Taiwan, South Korea overtake India? Drop from 5th to 7th largest stock market - explained in 10 charts The Times of India

全球体外诊断创新企业快奥森多(QuidelOrtho)6月2日宣布，与致力于支持母婴同种免疫管理的非营利组织Allo Hope基金会达成合作，共同推进同种免疫妊娠的早期检测、患者教育及医患连接。 此次合作的核心目标是缩短从高危妊娠识别到临床干预的时间。同种免疫是指母体免疫系统对胎儿红细胞抗原产生抗体，这些抗体进入胎儿循环后攻击红细胞，导致胎儿溶血、贫血，严重时可引发免疫性胎儿水肿。Rh血型不合是导致这类疾病的最主要原因。 快奥森多首席执行官Brian Blaser表示：“我们正处于从根本上改善同种免疫妊娠结局的最前沿，早期检测是改变临床路径的关键。”公司即将在北美、欧洲及其他市场重点推广相关的产前筛查解决方案。 Allo Hope基金会是专注于为家庭和临床医生提供同种免疫管理的非营利组织。2024年财报显示，该基金会全年总收入约39.6万美元，全部来自社会捐赠。执行董事Bethany Weathersby称：“与快奥森多的合作将帮助家庭在妊娠初期获得关键信息。” 快奥森多成立于2022年，由Quidel Corporation与Ortho Clinical Diagnostics合并而成，业务覆盖全球130多个国家，在输血医学领域拥有深厚积淀。公司近日公布的2026年第一季度财报显示，其免疫血液学业务收入达1.383亿美元，同比增长7.6%，成为公司增长最稳健的板块之一。Blaser表示，公司将全年营收指引维持在27亿至27.5亿美元区间。 此项合作是快奥森多在女性健康与专科诊断领域的战略延伸，也是公司将检测技术从实验室走向患者全周期管理的重要尝试。 责任编辑：张俊 SF065

Nvidia CEO's comments put the spotlight on Marvell's growing role in AI infrastructure.

Robert Way As the 2026 edition of the Computex event continues, GF Securities said it heard several positive updates from some of the semiconductor industry's biggest players, including Nvidia ( NVDA ), Qualcomm ( QCOM ), Intel ( INTC ), and Marvell ( MRVL ). For Nvidia, the highlight was the RTX Spark superchip for PCs, but there were several other positives, GF analyst Jeff Pu said. “Nvidia highlighted that Vera GPUs are purpose-built for agentic AI, addressing CPU bottlenecks in the agentic AI era,” Pu wrote in a note to clients. “Featuring 88 Olympus cores, 1.5TB LPDDR5X Memory, 1.2TB/s memory bandwidth, and 3.4TB/s core-to-core bisection bandwidth, Vera delivers 3x higher per-core bandwidth and 1.8x higher agentic sandbox performance vs. x86, according to Nvidia.” In addition, Pu said he sees a standalone Vera CPU as generating $20B in revenue for Nvidia (the company is now in full production of its Vera Rubin line), and there should be higher GPU adoption from the hyperscalers when the Vera Rubin NVL72 begins to ramp up in October. Intel For Intel, the company has reinforced to partners, investors, and industry watchers that it is being led by engineers, with its 18A manufacturing process now in volume production, Pu said. “[Management] emphasized agentic AI is lifting CPU demand, restoring x86’s strategic role,” Pu explained. “It also introduced Rackscale Blueprints to support AI agents, showcased a more efficient disaggregated inference architecture with SambaNova and Nvidia, and expanded into custom silicon through partnerships with Foxconn, Google, and Ericsson.” During the event, Intel CEO Lip Bu-Tan reiterated that the company had spoken to several external partners about joining its foundry, but had no announcements yet. However, he did add that if Intel raises its capital spending forecast, it means they have won customers. The company made many announcements during the event, including a new chip-to-rack-scale AI solution. Reports also suggest that In...

Robert Way As the 2026 edition of the Computex event continues, GF Securities said it heard several positive updates from some of the semiconductor industry's biggest players, including Nvidia ( NVDA ), Qualcomm ( QCOM ), Intel ( INTC ), and Marvell ( MRVL ). For Nvidia, the highlight was the RTX Spark superchip for PCs, but there were several other positives, GF analyst Jeff Pu said. “Nvidia highlighted that Vera GPUs are purpose-built for agentic AI, addressing CPU bottlenecks in the agentic AI era,” Pu wrote in a note to clients. “Featuring 88 Olympus cores, 1.5TB LPDDR5X Memory, 1.2TB/s memory bandwidth, and 3.4TB/s core-to-core bisection bandwidth, Vera delivers 3x higher per-core bandwidth and 1.8x higher agentic sandbox performance vs. x86, according to Nvidia.” In addition, Pu said he sees a standalone Vera CPU as generating $20B in revenue for Nvidia (the company is now in full production of its Vera Rubin line), and there should be higher GPU adoption from the hyperscalers when the Vera Rubin NVL72 begins to ramp up in October. Intel For Intel, the company has reinforced to partners, investors, and industry watchers that it is being led by engineers, with its 18A manufacturing process now in volume production, Pu said. “[Management] emphasized agentic AI is lifting CPU demand, restoring x86’s strategic role,” Pu explained. “It also introduced Rackscale Blueprints to support AI agents, showcased a more efficient disaggregated inference architecture with SambaNova and Nvidia, and expanded into custom silicon through partnerships with Foxconn, Google, and Ericsson.” During the event, Intel CEO Lip Bu-Tan reiterated that the company had spoken to several external partners about joining its foundry, but had no announcements yet. However, he did add that if Intel raises its capital spending forecast, it means they have won customers. The company made many announcements during the event, including a new chip-to-rack-scale AI solution. Reports also suggest that In...

Mathew Lawrence and Mark McVitie, previously seen as favouring Burnham and Streeting respectively, say change of direction is needed UK politics live – latest updates Two of Labour’s leading policy figures, who put forward “manifestos” for Andy Burnham and a centrist grouping, are to join forces to help forge new ideas for a future government. The authors of the two essays – which have previously been described as competing visions for a Burnham- or Wes Streeting-led government – said Labour urgently required a serious intellectual debate about its direction rather than simply a change of personality. Continue reading...