Over the past several weeks, as more and more Anthropic executives do interviews on a publicity blitz for Claude, one thing has gotten increasingly clear: Anthropic sure seems to think Claude is alive in some way, shape, or form. "Alive" is obviously a loaded term; the more frequently used word is "conscious." If you ask Anthropic if the company thinks Claude is alive, the company will flatly deny...
Over the past several weeks, as more and more Anthropic executives do interviews on a publicity blitz for Claude, one thing has gotten increasingly clear: Anthropic sure seems to think Claude is alive in some way, shape, or form. "Alive" is obviously a loaded term; the more frequently used word is "conscious." If you ask Anthropic if the company thinks Claude is alive, the company will flatly deny it, but stop short of saying the models aren't conscious. Kyle Fish, who leads model welfare research at Anthropic, told The Verge , "No, we don't think Claude is 'alive' like humans or any other biological organisms. Asking whether they're 'aliv … Read the full story at The Verge.
PhonlamaiPhoto/iStock via Getty Images Investment Thesis SES AI ( SES ) has been an interesting company to follow, and I’m happy I finally decided to spend some time covering it. It has a unique approach to the EV and battery markets by focusing more on proprietary technology that gets sold as a software platform and recurring fees. It’s a direct opposite of many other battery companies, which are...
PhonlamaiPhoto/iStock via Getty Images Investment Thesis SES AI ( SES ) has been an interesting company to follow, and I’m happy I finally decided to spend some time covering it. It has a unique approach to the EV and battery markets by focusing more on proprietary technology that gets sold as a software platform and recurring fees. It’s a direct opposite of many other battery companies, which are instead investing in factories and actually making the products themselves. This is a smaller part of SES, and perhaps advantageously so because it will lead to drastically higher margins given the nature of SaaS business models along with low CapEx requirements. For me, it's a play on scaling EV production where the more cars are made with SES’s software in them, the more revenues it will generate, and importantly, so recurring as well. It’s a qualitative company that is well capitalized and deserving of a Strong Buy. The Battery Product The business model of SES has changed a few times since its inception back in 2012. What started as a goal of making lithium-metal or Li-metal batteries has turned into more of a sort of IP and SaaS business instead. The battery market, which uses lithium metal, is expected to grow at a rapid rate over the next few years, much because of the demand from the EV transition. At a nearly $70 billion market size, it leaves SES with a great opportunity to carve out some of this for itself. The issue that the traditional Li-metal batteries would have is that over time, as they're used, they would grow these things referred to as dendrites, created at certain current densities . In basic terms, this can cause short circuits and fires. SES is aiming at fixing this issue by instead building a hybrid lithium-metal battery, which is more concentrated in liquid electrolyte, which helps cap or mitigate the dendrite growth in the batteries. SES has been collabing with NVIDIA ( NVDA ) for a while, which led up to the launch of the Molecular Universe , th...
Image source: The Motley Fool. Wednesday, February 25, 2026 at 8:30 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading
Image source: The Motley Fool. Wednesday, February 25, 2026 at 8:30 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading
French private equity firm Ardian will avoid certain types of investment in software as the sector grapples with the challenges posed by the disruption from developments in artificial intelligence. “We have the habit of investing in the software sector and have no plans to stop investing in it,” Ardian Deputy Head of Private Credit Guillaume Chinardet said in an interview with Bloomberg News. “How...
French private equity firm Ardian will avoid certain types of investment in software as the sector grapples with the challenges posed by the disruption from developments in artificial intelligence. “We have the habit of investing in the software sector and have no plans to stop investing in it,” Ardian Deputy Head of Private Credit Guillaume Chinardet said in an interview with Bloomberg News. “However, the AI risk is clearly evident in our analysis and will lead us to decline opportunities in certain sub-sectors.” The company’s efforts to reassure its stakeholders follows the recent selloff of other alternative asset managers heavily exposed to software businesses. For credit investors, the risks are not only limited to losses on loans to companies whose revenues face a potentially existential threat from advances in technology. Even the fear of future disruption may complicate borrowers’ ability to refinance their loans, or count on the support of their private equity sponsor. The Paris-based investment firm stressed the need to avoid “overreacting” in the current context. “AI will have an impact on many companies, but this impact can also be positive,” Chinardet said. “Some leading companies in their sector that have the means to invest in AI will be able to increase their efficiency and profitability.” Read More: Private Credit Fears Deepen With UBS Warning of 15% Defaults Private credit accounts for around 10% of Ardian assets under management, Chinardet said, the vast majority of which comes from direct lending. The firm’s current AUM stands at $200 billion, according to its website . Chinardet declined to detail the firm’s exposure to sectors such as healthcare, financial services, IT and software. Be Humble Ardian is increasing its risk analysis of its portfolio companies, with AI being “obviously” a criterion taken into account, he added. “I think we need to be very humble in the face of the emergence of AI, because it is currently very difficult to quantify...
Follow Adobe on Seeking Alpha! Learn more about Seeking Alpha Quant Ratings Get Started With Seeking Alpha Premium Now This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Welcome to 2 Minute Analysis. Our goal is to not only entertain,...
Follow Adobe on Seeking Alpha! Learn more about Seeking Alpha Quant Ratings Get Started With Seeking Alpha Premium Now This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Welcome to 2 Minute Analysis. Our goal is to not only entertain, but provide value and insights about the investments you care about. Today's episode is from this request. So, let's throw 2 minutes on the clock and dive-in. Today, we are diving into Adobe Inc., ticker symbol ADBE. Kicking things off here with the Quant rating system, it is currently a Hold on the stock, and we're going to go into the metrics here in just a moment. Seeking Alpha Analysts are currently a Strong Buy in aggregate on this stock, and that's 10 analysts providing their coverage in the last 30-days. Lastly, Wall Street is a Buy in aggregate on this stock, and that's from 39 analysts providing their coverage in the last 90-days. To learn more about how the Seeking Alpha Quant system and Seeking Alpha Analysts outperform the market, visit the link in the description of this video. So, let's dive deeper. This is a $106.16 billion market capitalization company found within the Information Technology sector and the Application Software industry. Kicking things off here, Valuation grade is currently a B. If you look at the Enterprise Value-to-EBITDA, you currently see that it's 8.53, compared to the sector at 13.61. And if we look at that PEG non-GAAP Forward ratio here is 0.86, compared to the sector at 1.43. Now, the Growth rate is currently a D. Focusing here on EBITDA growth, currently 6.97, compared to the sector at 14.83, which looks a little bit weak. However, that EPS GAAP growth year-over-year is 35.11%, compared to the sector at just 11.59%. Jumping over to Profitability, it’s currently an A+ grade. Gross profit margin of 89.27% compared to the sector at 48...
Meta Platforms is actively diversifying its artificial intelligence supply chain by securing a major infrastructure agreement with Advanced Micro Devices.
Meta Platforms is actively diversifying its artificial intelligence supply chain by securing a major infrastructure agreement with Advanced Micro Devices.