2026-03-10
Meta, Nvidia rush to agentic AI even as software stocks get cut further It certainly seems like the market is totally f*cking nuts when responsible software vendors keep sinking in valuation while Nvidia prepares to unleash more of the AI stuff that is shutting down networks. [image]
Axios
Meta acquires AI agent social network Moltbook for an undisclosed sum; its creators, Matt Schlicht and Ben Parr, will join Meta Superintelligence Labs
Meta has acquired Moltbook, a viral social network designed for AI agents, Axios has learned. … - Meta did not disclose Moltbook's purchase price.
2023-09-15
ARM IPO jumps ten percent out of the gate Shares of ARM Holdings rose ten percent as the stock began trading on Nasdaq. The stock is effectively a tracking stock for the ninety-one percent of the equity that SoftBank Group still owns. https://www.thetechnologyletter.com/ ... $ARM @p_ferragu... [image]
CNBC
Arm closes up 24.69% to $63.59 in its Nasdaq debut, valuing the company at $65.24B, after Arm priced shares at the upper end of its expected $47 to $51 range
- Arm Holdings has started trading on the Nasdaq under the ticker “ARM.” — The chip design company is valued at a steep premium relative …
2023-08-23
The ARM IPO is D.O.A. Son is hoping to flip ARM to the public for the same inflated price he paid. The actual future of the chip world is not ARM, it's RISC-V. https://www.thetechnologyletter.com/ ... @Arm $SFTBY @RISC_V #investing #stocks #semiconductors #AI #RISCV [image]
Financial Times
Arm's IPO prospectus estimates the company has a 10% share of the $18B market for cloud processors, up from 7% in 2020, and a 41% share of the automotive market
Tim Bradshaw / Financial Times :
The ARM IPO is D.O.A. Son is hoping to flip ARM to the public for the same inflated price he paid. The actual future of the chip world is not ARM, it's RISC-V. https://www.thetechnologyletter.com/ ... @Arm $SFTBY @RISC_V #investing #stocks #semiconductors #AI #RISCV [image]
CNBC
SoftBank's Arm files to list on the Nasdaq and reports $524M net income on $2.68B in FY 2023 revenue, down 1% YoY from $2.7B; the company wants the ticker ARM
2023-08-22
The ARM IPO is D.O.A. Son is hoping to flip ARM to the public for the same inflated price he paid. The actual future of the chip world is not ARM, it's RISC-V. https://www.thetechnologyletter.com/ ... @Arm $SFTBY @RISC_V #investing #stocks #semiconductors #AI #RISCV [image]
CNBC
SoftBank's Arm files to list on the Nasdaq and reports $524M net income on $2.68B in FY 2023 revenue, down 1% YoY from $2.7B; the company wants the ticker ARM
- Arm, which is owned by SoftBank, filed on Monday to list on the Nasdaq. — The U.K.-based chipmaker is looking to go public during …
2023-05-20
Meta unveils first custom artificial intelligence chip The circuits come with software optimized to run PyTorch, and emphasize the task of making recommendations. $META #AI #deeplearning #semiconductors https://www.zdnet.com/...
TechCrunch
Meta outlines its RSC supercomputer and its work on two chips: MTIA for accelerating AI training, set for release in 2025, and MSVP, for video processing needs
#riscv Mikael Strandlund : Meta's Engineering and Infrastructure teams are excited to host AI Infra @Scale, a one-day virtual event featuring a range of speakers from Meta … Roman ...
2023-05-19
Meta unveils first custom artificial intelligence chip The circuits come with software optimized to run PyTorch, and emphasize the task of making recommendations. $META #AI #deeplearning #semiconductors https://www.zdnet.com/...
TechCrunch
Meta outlines its RSC supercomputer and its work on two chips: MTIA for accelerating AI training, set for release in 2025, and MSVP, for video processing needs
Kyle Wiggers / TechCrunch :
2022-09-26
If you simply believe today's deep learning will scale to infinity, you would do well to consider the sage observations of a pioneer, Yann LeCun. // @ylecun // #AI #deeplearning #machinelearning #artificialintelligence https://twitter.com/...
ZDNet
An interview with Meta Chief AI Scientist Yann LeCun on his critics and why today's most popular approaches to AI won't lead to human-level machine intelligence
2022-05-25
Street trying to figure out if SNAP is really a macro indicator, or just a problem company... Pinterest taking heavy damage. // $SNAP $TWTR $PINS $COMP $FB https://www.thetechnologyletter.com/ ... https://twitter.com/...
CNBC
As Snap's growth warning sends its stock down 43.04%, other tech stocks drop too: Meta by 7.62%, Pinterest by 23.64%, Alphabet by 4.95%, and Twitter by 5.55%
Lauren Feiner / CNBC :
2022-02-09
Another prosperous quarter for GlobalFoundries, stock up 6% in late trading. // $GFS $TSM https://twitter.com/...
ZDNet
GlobalFoundries reports Q4 revenue of $1.85B, up 74% YoY, net income of $43M, up 108% YoY, and FY 2021 revenue of $6.59B, up 36% YoY
2022-01-27
It would appear the data center is holding up for Intel as a market. 20% growth. // $INTC $AMD $NVDA https://twitter.com/...
CNBC
Intel reports Q4 revenue of $19.5B, up 4% YoY vs. estimates of $18.31B, Data Center Group revenue of $7.3B, up 20% YoY, IoT Group revenue of $1.1B, up 36% YoY
- Intel reported fourth-quarter earnings on Wednesday. — Intel's largest business, its Client Computing Group …
2021-10-28
Nice numbers from Twilio, surprise profit, the only blemish i see is the decline in net expansion rate, year to year. Shares down 6% in late trading. // $TWLO https://twitter.com/...
ZDNet
Twilio Q3: $740.2M revenue vs. $681M est., up 65% YoY; $224.1M loss, up from $116.9M YoY; 250K+ active customer accounts, up from 208K YoY; stock down 11%+
Tiernan Ray / ZDNet :
2021-10-01
Fascinating to see Intel starting to talk about the optimization uses of its neuromorphic chip, including how it compares to deep learning approaches. // @intel @NVIDIAAI // $INTC $NVDA // #AI #neuromorphic #deeplearning #machinelearning https://twitter.com/...
VentureBeat
Intel unveils Loihi 2, a second-generation neuromorphic computing chip, and Lava, an open-source framework for developing “neuro-inspired” applications
2021-05-07
Cloudflare up 6% after-hours on a healthy report. My fraction of a share, purchased February 2nd at $83.57, is still underwater by sixteen cents. // $NET https://twitter.com/...
ZDNet
Cloudflare beats expectations in Q1 with revenue of $138.1M, up 51% YoY, vs est. of $131M, customer retention rate of 123%, and large customer count up 70% YoY
Tiernan Ray / ZDNet :
2021-04-28
Really big quarter for AMD.... shares up 4%, as the revenue outlook this year goes from an increase of 37% to an increase of 50%. // $AMD $NVDA $INTC // #semiconductors https://twitter.com/...
ZDNet
AMD Q1: revenue of $3.4B, up 93% YoY, net income of $555M, up 243% YoY, with EPYC sales driving Enterprise, Embedded and Semi-Custom revenue up 286% to $1.35B
Tiernan Ray / ZDNet :
2021-02-26
HP Inc. FYQ1 results leaked before market close. Stock up almost 4%. // $HPQ https://twitter.com/...
CNBC
HP Inc. beats with Q1 revenue of $15.65B, up 7% YoY, and says its personal systems revenue was $10.6B, up 7% YoY, with consumer devices revenue up 34%
2021-01-28
$8 billion better than expected and Apple is trading down by 1% after hours. // $AAPL https://twitter.com/...
Apple
Apple reports Q1 revenue of $111.4B, up 21% YoY, with international sales making up 64% of Q1 revenue; iPhone, Wearables, and Services set new revenue records
Revenue up 21 percent and EPS up 35 percent to new all-time records — iPhone, Wearables, and Services set new revenue records
2020-11-14
Tom Siebel, whom I call the Bob Dylan of enterprise software, is going to use the coolest ticker symbol for his IPO: $AI // @C3_AI https://twitter.com/...
ZDNet
AI services company C3.ai files for IPO, reports revenue of $157M in the fiscal year ending April 2020, up 71% YoY, and a loss of $69M
showing annual revenue of $156.7 million and widening losses Tweets: Tiernan Ray / @tiernanraytech : Tom Siebel, whom I call the Bob Dylan of enterprise software, is going to use t...