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What Oklo (OKLO)'s Role in Federally Backed AI Data Center Nuclear Project Means For Shareholders
Simply Wall St.66d agobullish
What Oklo (OKLO)'s Role in Federally Backed AI Data Center Nuclear Project Means For Shareholders

Earlier this week, the Trump administration selected Oklo and X-energy to participate in a US$200 million federal initiative to fast-track advanced nuclear reactors for powering AI data centers, alongside technology partners such as Microsoft and Nvidia, with support routed through the Department of Energy and national laboratories. This move places Oklo at the center of a federally backed effort to link next-generation nuclear power with AI infrastructure, potentially influencing how...

Is Washington Building a Tariff Wall Around American AI?
Insider Monkey66d agoneutral
Is Washington Building a Tariff Wall Around American AI?

Moonshot AI’s July 17 release of Kimi K3 has confronted Washington with an awkward fact: a Chinese open-weight model can approach leading American systems in coding and agentic tasks while charging less, though we challenge the simplicity of that premise here. On July 20, the White House was considering options to block or sharply restrict […]

Samsung in talks to invest in Mistral at 20 billion euro valuation, FT reports
Reuters66d agoneutral
Samsung in talks to invest in Mistral at 20 billion euro valuation, FT reports

South Korea's Samsung is in talks to invest hundreds of millions of euros in the AI ‌start-up Mistral, as part of a fundraising round that ‌could value the group at roughly €20 billion ($22.81 billion), Financial Times reported on Wednesday, citing ​sources. Samsung could invest about €1 billion in the new round, the report said, adding that Swedish investor EQT’s Scaleup Europe Fund is in talks to back the fundraising round. In April, Samsung said it would ‌considerinvestment and acquisitions where ⁠necessary to accelerate development and commercialisation in robotics, while combining partnering local companies for technology development.

AMD stock gets a new reason to watch from Bank of America
TheStreet66d agoneutral
AMD stock gets a new reason to watch from Bank of America

Advanced Micro Devices (AMD) stock jumped more than 7% Tuesday, July 21, as investors cheered the chipmaker's latest AI infrastructure push and looked ahead to its key AI event. On Monday, July 20, AMD introduced Helios, its first rack-scale AI system, which is expected to begin shipping later this ...

Advanced Micro Devices (AMD) Following Microsoft AI Deal Faces A Fully Valued Debate
Simply Wall St.66d agoneutral
Advanced Micro Devices (AMD) Following Microsoft AI Deal Faces A Fully Valued Debate

Advanced Micro Devices (AMD) stock is back in focus after the company announced an expanded collaboration with Microsoft, placing AMD’s Helios rack scale AI systems at the center of Azure’s frontier model inference plans. See our latest analysis for Advanced Micro Devices. Despite a recent pullback, including a 7 day share price return of down 5.77% and a 30 day share price return of down 6.29%, AMD’s 90 day share price return of 77.01% and 1 year total shareholder return of 220.75% point to...

3M turns to AI to fuel turnaround
Yahoo Finance Video66d agoneutralVIDEO
3M turns to AI to fuel turnaround

Yahoo Finance Ines Ferre joins Josh Lipton on Market Domination to discuss the 3M Company (MMM) turnaround after the company beat earnings expectations and raised its full-year outlook. Ferre also explores how 3M is using artificial intelligence to optimize its operations and support its business transformation.

AMD just landed its biggest AI deal yet
TheStreet66d agoneutral
AMD just landed its biggest AI deal yet

AMD has broken a chip monopoly before. In the 2000s, it took server market share away from Intel’s dominant x86 processors, forcing years of price and performance competition that reshaped enterprise computing. Two decades later, AMD is attempting a similar disruption, this time against Nvidia’s ...