On-Device AI

Business

AMD and GIGABYTE Forge Deeper Alliance, Bringing On-Device AI to Mainstream Gaming and Creator PCs

GIGABYTE is expanding its strategic partnership with AMD to launch a new generation of AI-enhanced gaming laptops, motherboards, and monitors. This collaboration integrates AMD's Ryzen AI and 3D V-Cache technologies directly into consumer hardware, aiming to deliver tangible benefits in gaming smoothness, system stability, and creative workflow acceleration.

Feb 2, 2026

Business

AMD and GIGABYTE Forge Deeper AI Alliance, Targeting the Next Wave of Gaming PCs

AMD and GIGABYTE have significantly expanded their partnership to co-develop a new generation of AI-accelerated gaming laptops, motherboards, and monitors. This strategic move aims to bring powerful, on-device AI capabilities directly to consumers, potentially reshaping competitive dynamics in the PC gaming hardware market.

Jan 30, 2026

Business

Qualcomm's Strategic Pivot: From Mobile Dominance to AI at the Edge

Qualcomm is aggressively diversifying its business beyond smartphones, forging new partnerships in drone security and legal tech to establish its Snapdragon platform as a cornerstone for on-device AI and edge computing.

Jan 30, 2026

Business

Apple Poised for Strongest iPhone Growth in Years as Holiday Sales Surge, Google AI Partnership Looms

Buoyed by robust demand for its premium iPhone 17 Pro models, Apple is projected to report its highest quarterly iPhone sales increase in over four years. Analysts spotlight a pivotal AI deal with Google's Gemini as a key future growth lever, even as the tech giant navigates supply chain cost pressures.

Feb 2, 2026

Business

Lantronix Inks Defense AI Deal with Safe Pro, Fueling Growth Debate

Lantronix's new partnership to develop edge AI threat detection systems for drones has spotlighted the stock, but analysts are divided on whether its current valuation fully prices in the risks and opportunities of the nascent defense tech market.

Feb 2, 2026

Business

Apple Rises on Record iPhone Sales, But Investors Eye Supply Chain and AI Roadmap

Apple shares edged higher following a robust Q1 earnings report headlined by record iPhone revenue, yet the muted gains reflect Wall Street's growing focus on looming supply constraints and the company's strategic pivot to artificial intelligence.

Jan 30, 2026

Business

Apple Bets Big on AI: $2B Q.ai Acquisition and Google Gemini Partnership Reshape Future of Siri and Devices

In a strategic double move, Apple has acquired Israeli AI startup Q.ai for nearly $2 billion and forged a landmark partnership with Google to integrate Gemini AI into Siri. These developments signal a profound shift in Apple's approach to artificial intelligence, moving it from the periphery to the core of its hardware and services ecosystem, with significant implications for user experience and the competitive landscape.

Jan 30, 2026

Business

Arm Holdings: The Silent Engine of AI's Future Faces a Critical Earnings Test

As the tech world's giants build their AI ambitions, chip designer Arm Holdings stands at the center. With its Q3 earnings report on the horizon, investors are weighing whether its foundational role justifies a premium valuation.

Jan 30, 2026

Business

C3.ai Remains a Lightning Rod in AI Investment Debate Amid Capital Concerns

While Apis Capital's flagship fund posted stellar 2025 returns, its latest investor letter spotlights the ongoing divergence of opinion on AI pure-plays like C3.ai, where heavy investment needs clash with market expectations for profitability.

Feb 2, 2026

Business

Iger's Farewell: Disney's Theme Parks and Entertainment Units Vie for Top Profit Crown

As Bob Iger prepares to step down, he highlights a 'healthy competition' between Disney's resurgent parks and its entertainment division to become the company's primary profit driver, with the board close to naming his successor.

Feb 2, 2026

Business

UiPath: A Beaten-Down Leader in the Next Wave of AI Poised for a Turnaround

Despite a steep share price decline, UiPath is carving out a dominant position in the burgeoning 'agentic AI' market, which promises to automate complex workflows. Strong customer loyalty and improving profitability suggest the automation software provider may be undervalued ahead of a projected industry explosion.

Feb 2, 2026

Business

CytomX Therapeutics Gains Analyst Favor Ahead of Key Colorectal Cancer Data Release

Piper Sandler and Barclays have raised price targets for CytomX Therapeutics (CTMX), citing promising early-phase data for its experimental colorectal cancer therapy. Updated results from a larger patient cohort are expected this quarter.

Feb 2, 2026

Business

Fed Chair Contender's 'New Gold' Bitcoin Endorsement Clashes With Market Slump

Kevin Warsh, a leading candidate for Federal Reserve Chair, has historically framed Bitcoin not as a threat but as a crucial policy signal. His past comments labeling it 'the new gold' for younger investors stand in stark contrast to the cryptocurrency's recent 3% decline, highlighting the volatile intersection of regulatory sentiment and digital asset markets.

Feb 2, 2026

Business

Fortinet Upgraded to Buy as Analysts See Strong Q4 Tailwinds from Tax Breaks and Sales Execution

Rosenblatt Securities raised its rating on cybersecurity firm Fortinet ahead of its Q4 earnings, citing a favorable hardware refresh cycle, effective sales strategies, and supportive tax incentives as key growth drivers.

Feb 2, 2026

Business

William Blair Touts Rambus as a Leading Force in the Booming DRAM Market

Investment firm William Blair has initiated coverage on Rambus Inc. with an 'Outperform' rating, highlighting the chip designer's dominant market share in interface circuits and its strategic positioning to capitalize on surging demand from AI data centers and server DRAM upgrades.

Feb 2, 2026

Business

Dynatrace Maintains Buy Rating Despite Price Target Cut; New AI Platform Unveiled

TD Cowen reaffirms its Buy rating on Dynatrace (DT) while adjusting its price target, anticipating stronger-than-expected performance driven by its new AI-powered observability platform, Dynatrace Intelligence.

Feb 2, 2026

US

Portland Streets Gridlocked as Hundreds March Against ICE, Clash with Federal Agents

A major protest against U.S. Immigration and Customs Enforcement (ICE) brought parts of downtown Portland to a standstill Sunday, culminating in a tense confrontation with federal officers outside a detention facility.

Feb 2, 2026

US

North Carolina Snowstorm Leads to Dramatic Train-Truck Collision; Driver Escapes Unharmed

A truck driver made a miraculous escape moments before a Norfolk Southern train struck his stranded semi during a historic winter storm in Gastonia, N.C. The incident highlights the severe weather's impact on road safety across the state.

Feb 2, 2026

Business

Firm Capital Property Trust Posts 22% Total Return, Yet Trails Broader Market

Firm Capital Property Trust (TSE:FCD.UN) delivered a 22% total shareholder return over the past year, buoyed by dividends, despite a more modest share price gain and underlying earnings pressure. The performance highlights the complex dynamics between dividend yield, market sentiment, and fundamental business health in the current real estate investment trust (REIT) landscape.

Feb 2, 2026

Business

Linq Secures $20M Series A to Power AI Assistants Inside Everyday Messaging Apps

The startup, which pivoted from digital business cards, now provides the API infrastructure enabling AI companies to deploy chatbots directly within iMessage, RCS, and SMS, capitalizing on the shift away from traditional apps.

Feb 2, 2026