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Why Is Vicor Stock Surging Thursday?
Benzinga12d agoneutral
Why Is Vicor Stock Surging Thursday?

Vicor Corp. (NASDAQ:VICR) stock jumped about 15% Thursday after the company announced a new licensing agreement tied to its Vertical Power Delivery technology. The gain came during a broader risk-on session. The Nasdaq rose 1.58%, while the S&P 500 gained 1.04%. AI Power Technology Vicor granted a non-exclusive license to a new, unnamed OEM for its patented Vertical Power Delivery technology, which helps power high-performance AI and networking processors. The license allows the OEM to buy VPD m

Amazon enters AI safety fray, calls for "rigorous testing," safeguards
Reuters12d agoneutral
Amazon enters AI safety fray, calls for "rigorous testing," safeguards

SAN FRANCISCO, Sept 17 (Reuters) - Amazon weighed in on the artificial intelligence safety debate roiling Silicon Valley, saying AI labs should ensure models are released only when they are safe and fully ‌tested, but stopped short of calling for an industry slowdown. “"We don't see it as a choice between ‌progress and safety,” a spokesperson for the Seattle firm told Reuters.

Nebius announces higher rates for Nvidia GPUs and AMD CPUs
Proactive12d agoneutral
Nebius announces higher rates for Nvidia GPUs and AMD CPUs

Nebius Group NV (NASDAQ:NBIS) has notified customers of plans to increase prices across its on-demand GPU cloud services, with the new rates scheduled to take effect on October 1. Under the latest adjustments, prices for Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) H100 instances will rise by about...

OpenAI Fires Back at Apple (AAPL)
Insider Monkey12d agoneutral
OpenAI Fires Back at Apple (AAPL)

Reuters reported that OpenAI denied Apple Inc. (NASDAQ:AAPL)’s allegations of trade secret theft in a filing late Monday, August 31, in U.S. District Court in San Jose, saying Apple failed to show that any confidential information was actually stolen by former Apple employees. Apple sued OpenAI and two former Apple employees, Tang Tan and Chang […]

Starbucks Weighing $3 Billion Japan Deal: Reports
QSR12d agoneutral
Starbucks Weighing $3 Billion Japan Deal: Reports

Starbucks could be on the verge of another significant overseas deal. The company, per a report from Reuters, is considering offloading a majority stake in its Japan business. It could value Starbucks’ largest overseas company-operated market at about $3 billion, two sources informed the publication. Starbucks’ Japan operations cover 1,883 stores and account for nearly […]

Seagate’s Gross Margin Hit 52.7% Last Quarter. Here’s Why the CFO Says It Holds
TIKR12d agoneutral
Seagate’s Gross Margin Hit 52.7% Last Quarter. Here’s Why the CFO Says It Holds

Key Stats for Seagate StockCurrent Price: $771. 81Target Price (Mid): ~$3,200Street Target: ~$1,125Potential Total Return: ~315%Annualized IRR: ~35% / yearWhat Happened?Seagate Technology Holdings (STX) has done something the market spent a decade assuming a hard-drive maker could never do: raise prices, quarter after quarter, and make it stick.

Is Goldman Sachs (GS) Becoming A Bigger Force In AI Finance And Private Markets?
Simply Wall St.12d agoneutral
Is Goldman Sachs (GS) Becoming A Bigger Force In AI Finance And Private Markets?

Goldman Sachs Group (NYSE:GS) is arranging a reported $22b AI chip financing package linked to Blackstone and Alphabet's Crux AI venture. The bank is working with Crux AI as part of a broader move to support capital intensive AI infrastructure projects. Goldman is also expanding its private equity alternatives platform with fresh fundraises across its global private markets franchise. Goldman Sachs' $22b AI chip financing role and alternatives expansion should be weighed against the rest of...

Should Analog Devices’ New SHARC-FX Auto Audio Deal Shift the AI IP Story for Cadence (CDNS)?
Simply Wall St.12d agoneutral
Should Analog Devices’ New SHARC-FX Auto Audio Deal Shift the AI IP Story for Cadence (CDNS)?

In September 2026, Analog Devices announced it had worked with Cadence’s Tensilica IP Group to create the new SHARC-FX automotive audio processors for its ADSP-SC84x/2184x platform, moving to 16nm technology and adding enhanced AI, audio, and security capabilities for software-defined vehicles. This collaboration extends Cadence’s DSP architecture deeper into automotive edge compute, aligning its IP business with emerging in-cabin AI audio and voice applications. Next, we’ll examine how...

General Dynamics (GD), Why Is The Latest Attention Building?
Simply Wall St.12d agoneutral
General Dynamics (GD), Why Is The Latest Attention Building?

Why the recent analyst upgrade matters for General Dynamics The latest catalyst for General Dynamics (GD) is an upgrade to a Zacks Rank #2, tied to a firmer earnings outlook and a steady rise in full year profit estimates. Zacks now sees General Dynamics with consensus earnings projections that are 2.3% higher than three months ago. That shift in expectations gives investors fresh context for a stock that has gained about 6% year to date. Short term, General Dynamics has seen its share price...

The Waltons Are Getting Richer
24/7 Wall St.12d agoneutral
The Waltons Are Getting Richer

Walmart is facing pressure from struggling lower-income shoppers while gas prices climb, yet the family that owns nearly half the company has never been wealthier. Here is how the Waltons are faring as the retailer they inherited navigates turbulent ground.

Advanced Micro Devices (AMD) Expands ROCm Support To RISC V Datacenter Servers
Simply Wall St.12d agoneutral
Advanced Micro Devices (AMD) Expands ROCm Support To RISC V Datacenter Servers

Advanced Micro Devices (NasdaqGS:AMD) is working with SiFive to tune its open-source ROCm AI software for RISC-V datacenter servers. The collaboration focuses on making AMD's ROCm stack run on SiFive's RISC-V hardware for datacenter AI workloads. Initial technical demonstrations with SiFive hardware highlight cross-industry interest in more open datacenter compute architectures built around RISC-V. The ROCm and SiFive RISC-V effort is important, and it should be considered alongside...