MarketWatch
중도 성향
IT/기술
If the semiconductor rally loses steam, it’s retail investors who could get hurt the most
May was the strongest month of the year for buying by retail investors, as individuals piled into semiconductor stocks.
🇺🇸 미국 · IT/기술 · "STRONG" · 총 25건
필터 보기현재 지수
50.0
0 = 부정 우세
50 = 중립
100 = 긍정 우세
최근 7일 기준 11,771건을 분석한 결과, 뉴스 심리지수는 50.0(균형)입니다. 긍정 1건(0.0%)·중립 11,769건(100.0%)·부정 1건(0.0%)이며, 중립 비중이 뚜렷하게 높습니다. 성향 지수는 종합 18.9(중도 균형)입니다.
May was the strongest month of the year for buying by retail investors, as individuals piled into semiconductor stocks.
AI-exposed workers are concentrated in Democratic strongholds and swing states. That's either the party's biggest opening in the midterms—or its biggest vulnerability.
New graduates’ careers are unfolding in an era when AI is not optional. The most successful engineers treat artificial intelligence as leverage, not competition. Here are seven tips to help keep young professionals in demand no matter how quickly the field’s tools evolve. 1. Master the fundamentals first. AI tools can help you code, but you still need strong fundamentals in: Data structures and algorithms for problem-solving. Operating systems, databases, and networking for system-level understanding. Core programming languages such as C++, Java, and Python. AI can autocomplete syntax, but if you don’t understand how things work under the hood, you’re likely to struggle to debug or optimize. 2. Learn how to work with AI, not against it. The best engineers will not try to out-code AI. Instead, they will learn to: Write clear prompts to generate better code snippets. Review and debug AI-generated code for accuracy, performance, and security. Use AI for productivity boosts while still exercising judgment. Think of AI as a teammate. The real skill is knowing when to trust it and when not to. 3. Build projects that showcase end-to-end thinking. Employers increasingly look for engineers who can design and build systems, not just solve problems. Create projects that show you can: Define requirements clearly. Use AI tools responsibly within the workflow. Deliver a product that scales and is maintainable. 4. Sharpen your system design skills early. Even junior engineers are now asked questions about basic system design with AI. Expect to explain to prospective employers: How you would responsibly integrate AI into a system. How to design fallbacks when AI fails. How to ensure scalability and reliability. 5. Develop strong communication skills. Today’s engineers don’t just code in isolation. You will be expected to: Explain design choices to teammates and stakeholders. Document decisions clearly. Collaborate effectively in cross-functional teams. This is one area where AI cannot replace you. Clear communication is a career accelerant. 6. Stay curious and keep learning. The tech industry moves fast, and AI is accelerating that pace. Cultivate habits such as: Following industry news, blogs, and open-source projects. Experimenting with new AI tools, frameworks, and libraries. Engaging in communities such as GitHub, IEEE Collabratec, LinkedIn, and Medium. Employers value engineers who keep themselves sharp and relevant. 7. Think beyond coding. AI will increasingly handle routine coding tasks. The differentiators for you will be: Problem-framing: Can you take a vague idea and turn it into a solution? Architectural judgment: Can you design systems that scale and last? Ethical awareness: Can you spot risks in AI use and address them responsibly? For more career advice, subscribe to the IEEE Spectrum Career Alert Newsletter. The biweekly newsletter features the latest information on jobs, education, management, and the engineering workplace.
The Dreame L20 Ultra isn’t the company’s newest model, but it’s still a great robovac / mop hybrid that offers strong performance while requiring very little day-to-day maintenance thanks to its included trash bin and AI obstacle avoidance. Verge readers can get for its best-ever price right now. Originally $1,400 when it launched in 2023, […]
This sponsored article is brought to you by Black & Veatch. The biggest challenge facing utilities today isn’t what it seems. It’s not demand, even as load growth accelerates. It’s not extreme weather, even as “major events” become routine. It’s not cybersecurity, even as connections expand across the grid. The real challenge is this: Distribution systems were designed for a different reality. Long gone are the days of predictable demand, one-way power flow and isolated disruptions. At Black & Veatch, we see that leading utilities are no longer debating whether to modernize. They’re deciding how quickly they can do it, and how to do it at scale. Across grid modernization programs globally, three truths consistently emerge. They define what it takes to prepare the distribution system for what’s next: 1. Outage response is not a resilience strategy Resilience is being redefined in real time. A strategy centered on mobilizing crews and restoring service as quickly as possible is reactive, and increasingly insufficient. Resilience has to shift upstream into integrated system design. That starts with hardening. Stronger poles, undergrounding and structural upgrades all have a role, particularly in high-risk corridors. We’re also seeing meaningful gains from how the network is configured and how quickly it can respond without waiting on manual intervention. This is where distribution automation programs can change outcomes. Strategically placed reclosers, automated switches and fault indicators help contain disruptions before they spread. When combined with feeder reconfiguration and updated protection strategies, distribution automation investments allow utilities to set more aggressive recovery targets and achieve measurable reductions in outage duration and customer impact. 2. Future-readiness depends on DERs at scale Forecasting is less and less reliable. Only 19 percent of utilities report strong confidence in their ability to predict future load growth, according to the Black & Veatch 2025 Electric Report. Distributed Energy Resources (DERs) like solar, storage, EVs and behind-the-meter generation are exciting solutions; but they fundamentally change how the system operates. Power is no longer just delivered. It’s injected, stored and redirected in ways the system was never designed to manage. At scale, these challenges show up quickly — particularly on feeders where distributed generation is approaching or exceeding hosting capacity. Protection coordination becomes more difficult when fault current comes from multiple directions. Voltage becomes less predictable as generation fluctuates throughout the day. And planning models must now account for highly variable, location-specific behavior. Distribution modernization is fundamentally changing how the system is designed and operated so it can absorb disruption, manage bi-directional flows and respond in real time. Adapting to bi-directional power flow requires more than incremental updates. Leading utilities are responding by building flexibility into the system, moving beyond static assumptions toward dynamic hosting capacity and interconnection studies, planning that incorporates DER, EV adoption and localized load growth, and infrastructure aligned with the communications and control needed to manage it. 3. The edge must be intelligent, visible and secure As system stress and complexity increase, utilities need far greater visibility and control over the network. Historically, utilities relied on customer calls, Supervisory Control and Data Acquisition (SCADA) at the substation level and field crews to understand what was happening on the system. That model doesn’t hold up. You can’t effectively manage a system you can’t see. Plus, the most critical events are increasingly happening beyond the substation — on feeders, laterals, and at the edge where DER and customer behavior are interacting with the grid. Grid-edge technologies have become essential. Sensors, Advanced Metering Infrastructure (AMI) and automated switching provide the raw data and control needed to move from reactive to proactive operations. In more advanced deployments, utilities are creating centralized control environments that allow operators to see and manage the distribution system in near real time. That capability is enabled by: Advanced communications networks to form the backbone of real-time grid visibility Distribution Management System (DMS) and Outage Management System (OMS) to enable faster, more coordinated system response Analytics, AI and machine learning to improve situational awareness, anticipate system conditions, and support operational decision-making The same connectivity enabling this real-time visibility and control also introduces new vulnerabilities, blurring the line between physical and cyber risk, yet many utilities manage them separately. Only 22 percent have unified teams in place, even as threats continue to rise, including a 50 percent increase in substation attacks and growing exposure to malware and ransomware, according to the Black & Veatch 2025 Electric Report. Cybersecurity and resilient network design must be embedded into the architecture from the outset—not layered on after the fact. See what bolder vision looks like Distribution modernization is fundamentally changing how the system is designed and operated so it can absorb disruption, manage bi-directional flows and respond in real time. To learn about a successful program, check out Georgia Power’s recent grid modernization program. Black & Veatch partnered with the utility on large-scale infrastructure upgrades. The results? Outages are down 76 percent, restoration times have improved by more than 80 percent and communities across Georgia are powered by a grid built to meet the future head-on. When the state faced the most destructive storm in the company’s history, Hurricane Helene, Georgia Power deployed a rapid response team that utilized its “smart grid” and restored power to more than 1 million customers within days. A grid built to meet the future head-on—that’s the result of bolder vision.
The business momentum is clear here, validating the stock's dramatic comeback to fresh highs.
A glass screen protector is one of a few essential accessories that I strongly recommend to every Switch 2 owner. In fact, it should be a priority to stick one onto the console’s screen as soon as possible to avoid accidental scratches. To test the candidates below, I installed and removed Switch 2 screen protectors […]
Our position has swelled after the stock's strong rally since its last quarter.
Magnifica Humanitas lands its strongest blows not against machines, but against the old human temptation to mistake technological power for moral authority.
The Commerce Department's Census Bureau reported on Monday that construction spending rose 0.4 percent in March, twice as much as expected. The post Construction Spending Beats Expectations, Boosted By Strong AI-Related Demand appeared first on Breitbart.
The YouTube-to-prestige-horror pipeline is looking very strong.
College graduates know about AI. Speakers, including former Google CEO Eric Schmidt, have learned to tread carefully when discussing it commencement.
The YouTube-to-prestige-horror pipeline is looking very strong.
In 1969, Neil Armstrong became the first man to land on the moon. In Apple TV’s alternative-history sci-fiction drama “For All Mankind,” which premiered in 2019, creators Ronald D. Moore, Matt Wolpert and Ben Nedivi illustrate what might have happened if the Soviet Union had actually beaten the United States to the moon. The long-running […]
The custom-chip maker says revenue growth is expected “to continue accelerating each quarter” for the rest of the fiscal year.
The bill requires companies like OpenAI, Anthropic, and Google to have third parties confirm they’re following safety standards. Illinois governor JB Pritzker says he’ll sign it.
This article is adapted by the author with permission from Tech Policy Press. Read the original article. South Africa is not just another developing country struggling to govern artificial intelligence; it is the exception with leverage, and the window to act on it is closing. It holds approximately 88 percent of global platinum-group metal reserves, critical inputs to parts of the semiconductor and data-center supply chains that make AI infrastructure possible. It hosts the largest data-center market on the continent. Its existing hyperscaler relationships give it procurement leverage that most African states will never have. And a major geopolitical contest over AI infrastructure is being fought on its soil right now, between Chinese and American technology companies competing for control of the systems that will underpin an entire continent’s public sector. In physics, leverage requires three things: a fulcrum, a lever arm, and the ability to apply force. The Bushveld Complex, the world’s largest platinum-group metal deposit, is the fulcrum: a mineral endowment that gives South Africa a position in the semiconductor supply chain that no other African state holds. The since-withdrawn draft policy is the lever arm. The unresolved “OPTION” provisions in the policy are where force would be applied. Without a policy that specifies what South Africa wants in return for market access, the lever arm sits unused, and the weight of two of the world’s largest technology ecosystems settles exactly where those ecosystems want it to settle. This makes South Africa a global test case. Not because its proposed means of governance is exemplary, but because it is the one developing country with enough structural leverage to negotiate genuinely different terms, and the one that is choosing, through inaction, not to. The recent announcement of a new panel to update the draft policy is an important opportunity. But the deeper failure is not that an AI policy contained bad references. It is that no verification process caught them before the document entered the public domain. That is a systems problem, not merely a political one. It points to a missing layer in how governments are adopting AI. The contest already underway Last year, Huawei pitched an emerging-product bundle to tech executives across the continent. Huawei was now bundling access to DeepSeek’s large language model with its own cloud and storage infrastructure. The price differential was stark—in some cases by more than 90 percent. At the same time, Microsoft announced plans to spend ZAR 5.4 billion ($300 million) by the end of 2027 on cloud and AI infrastructure in South Africa, building on a prior ZAR 20.4 billion investment. Google, Amazon Web Services, and Oracle already have cloud regions in the country. According to one analysis, the country’s data-center market was valued at US $2.16 billion in 2024, the largest in Africa. These are not commercially neutral investments. Huawei’s infrastructure reach has been explicitly linked to Chinese strategic objectives, including a documented track record of providing governments with surveillance infrastructure through its Safe Cities network. U.S. hyperscaler investment comes with its own dependency structure: closed models, pricing set unilaterally, and terms of access that no African government has meaningfully shaped. South Africa is being asked to choose between these dependency models without a policy that specifies what it wants in return. The leverage it has There is a particular irony in South Africa’s position. The country whose mines supply platinum-group metals essential to semiconductor manufacturing, and through them to AI compute, has drafted a policy that treats it as a consumer of AI systems rather than a stakeholder in their governance. South Africa digs up the minerals that make AI possible. It has no say over the AI built from them. The AI triad framework covers algorithms, compute, and data. South Africa has no frontier model development capacity. South Africa holds significant data assets in financial services, health care, and agriculture, with no clear framework for their sovereign management. South Africa possesses PGM (Platinum Group Metals) leverage of global significance on the compute axis, currently being transferred without meaningful condition. It also has exceptionally high solar irradiance and significant renewable-energy potential. A country that can offer both critical mineral inputs and the energy to power the infrastructure those minerals help build occupies a negotiating position of unusual strength. The Draft Policy proposes no minimum terms for hyperscaler investment, no data sovereignty requirements, no technology transfer conditions and no compute visibility mechanism. Multiple provisions are explicitly left unresolved, marked “OPTION,” including the most consequential choices about how governance will function. Infrastructure decisions made now determine what is renegotiable later, and the answer is: very little. Three futures, one default The three infrastructure futures on offer each create a structurally different form of dependency, and only one creates sovereign capability. The Huawei-hosted DeepSeek integration offers low cost and open-source weights, but with data stored on infrastructure potentially accessible under Chinese legal frameworks, creating surveillance dependency in a pattern already documented across Africa. The second is U.S. closed-model dependency: higher capability, more reliable data protection, but complete API dependency on developers abroad. The third is locally hosted open-weight infrastructure: models governed under South African data-sovereignty rules, on infrastructure subject to minimum terms, developed with South African data. As Nathan Lambert at Interconnects has observed, open-weight models are likely the only realistic way to get sovereign AI off the ground as a real effort, enabling local communities and economies to integrate meaningfully with the technology. But this requires procurement conditions, not goodwill. What binding governance looks like The GovAI “Governing Through the Cloud” framework identifies four roles compute providers should accept as conditions of operating at scale: securers (protecting model weights and training data), record keepers (maintaining infrastructure usage logs), verifiers (confirming customer compliance with safety standards) and enforcers (restricting access when violations occur). These are operational requirements, not theoretical categories—specific, enforceable, and well within the bargaining power of a market of South Africa’s size and mineral position. A detailed policy analysis submitted to the Department of Communications and Digital Technologies (DCDT) identifies the specific provisions the final policy must contain: mandatory minimum terms for foreign compute infrastructure investments above ZAR 500 million (~$30 million); a compute reporting threshold; a National AI Safety Institute mandate covering defensive monitoring of AI capability accumulation; and National AI Champion Sector designations to create data assets for domestic model development. Each provision converts a structural advantage into a governance instrument before that advantage is foreclosed by market reality. Just as modern software security increasingly depends on knowing what components are inside a system—model provider, training data, compute environment, evaluation methods, update cadence, human review points, and failure-reporting procedures—public-sector AI governance requires a clear account of the stack before deployment, not after a problem surfaces. A public institution that cannot verify the sources in its own AI policy is unlikely to be ready to verify the AI systems it procures, deploys, or regulates. Why this is the continental test case South Africa’s choices will establish a regional precedent for what is commercially negotiable in AI infrastructure. If South Africa negotiates data-sovereignty guarantees and technology-transfer conditions as requirements for hyperscaler investment, it creates a replicable model. If Microsoft’s $300 million investment and Huawei’s infrastructure expansion proceed on standard commercial terms, as they are currently, it normalizes extractive AI infrastructure across the continent. The lesson is not specific to Africa. Governments everywhere are producing AI strategies while lacking AI assurance infrastructure. South Africa is an early warning, not an isolated case. The public comment period closed when the policy was withdrawn. But a parallel process remains live: the National Treasury’s Draft General Public Procurement Regulations—the legal instrument that will govern every government AI contract—closes for comment on June 15. Those regulations contain no AI-specific provisions. South Africa has more AI leverage than any country on the continent. Some argue, with force, that governance requirements risk deterring the infrastructure investment South Africa urgently needs: compute capacity, reliable energy, venture capital, and talent retention. That concern deserves a direct answer. Minimum procurement terms, compute reporting thresholds, and technology transfer conditions are not barriers to investment. They are the conditions under which investment serves the host country rather than extracting from it. Infrastructure built without minimum terms produces dependency. Infrastructure built with them produces leverage. To serve the public interest, its AI policy must use it. When late last month News24 reported AI-hallucinated references in the draft AI policy, Minister of Communications and Digital Technologies Solly Malatsi withdrew the draft policy. That was a mistake that could cost South Africa and the rest of the continent the initiative on this urgent issue. His more recent constitution of an independent panel is a belated step in the right direction, if it can turn South Africa’s leverage into policy. The panel—chaired by Professor Benjamin Rosman of the Wits Machine Intelligence and Neural Discovery Institute, and including Professors Vukosi Marivate and Alison Gillwald of Research ICT Africa and Dr. Jabu Mtsweni of the Council for Scientific and Industrial Research—has the technical and governance credibility to produce a stronger document. What it has not yet produced is a timeline. No revised draft has been scheduled. South Africa remains without a formal AI governance framework in the interim.
Millions of Gen Z grads can't find jobs. This AI boss can't find candidates. And the one skill he's looking for has nothing to do with your degree.
The OnCampus program, administered by IEEE Educational Activities, last year expanded its engineering experiences from two to seven universities. Part of TryEngineering, the program is held at universities around the world, offering preuniversity students hands-on opportunities to solve engineering problems. The IEEE Innovation Committee provided funding for the additional locations. New participating institutions The electrical engineering and computing faculty at the University of Zagreb, in Croatia, hosted a two-day program in June. Twenty-five children ages 10 to 14 participated in lectures and workshops on artificial intelligence, computer science, robotics, and astronomy. Tomislav Jagušt, an IEEE senior member and the chair of the IEEE preuniversity coordinating committee, led the program. In September the Arab Academy for Science, Technology, and Maritime Transport’s engineering college held a two-day session at its Abu Kir, Egypt, campus. Fifty students participated in hands-on activities on Ohm’s law, radio communications, and circuit building. They also learned from professors about engineering careers and job opportunities. Also in September, the Majan University College, in Muscat, Oman, hosted 40 high school students who competed in six challenges to design and build circuits. These include an IoT design and an LED brightness control using a potentiometer, a three-terminal, manually adjustable resistor that functions as a variable voltage divider. The program also highlighted AI and quantum computing technologies and introduced students to job opportunities in the fields. The workshop transformed curiosity into creation, empowering students with technical skills and confidence in emerging technologies. In November at the Universiti Malaysia Perlis, in Arau, 50 students explored the fundamentals of quantum computational intelligence and AI through hands-on activities and interactive simulations. IEEE Senior Member Mohd Hafiz Ismail, a professor of electronic engineering and technology, gave an introduction about quantum computing intelligence technology. The Hellenic Robotics Center of Excellence at the National Technical University of Athens hosted a two-day session in December. Twenty-five students explored robotics and AI through hands-on design challenges such as TryEngineering’s AI and machine learning methods. They also toured the university’s research facilities. Hong Kong and Greek universities participate again The City University and St. Francis University in Hong Kong, and the University of Ioannina, Arta campus, Greece, participated in the program for a second year. Under the leadership of IEEE Senior Member Paulina Chan and volunteers from the IEEE Hong Kong Section, the City and St. Francis universities jointly held the program in July. They welcomed 55 students ages 12 to 18 from 41 schools. The students attended tutorials on foundational concepts and theories of AI. They worked in small teams on projects using AI-generated images, voice, and music manipulations. They were coached by students from St. Francis and Imperial College London. The participants presented their projects to judges, teachers, and parents. The students also visited a nearby semiconductor equipment manufacturer to learn about technology careers from engineers working there. The results of a post-program survey showed strong satisfaction with OnCampus, with nearly 75 percent of participants giving it a rating of 4 or higher out of 5. “I enjoyed getting to know about deep learning and its application,” one student participant said. “The content of the activity matched my interest, and I gained new knowledge.” “OnCampus is led by a strong team with lots of experts in the field,” another said. “It’s a rare chance for students to use software, learn about the theory behind how deep learning works, and get a glance at future possibilities.” The University of Ioannina hosted the program in Arta in July with support from IEEE Senior Member Stamatis Dragoumanos and IEEE members Nikos Giannakeas and Eleftheria Kallinikou. Nearly 50 students, ages 12 to 16, attended the seven-day event, supported by 17 instructors and six volunteers from the university’s IEEE student branch. The students learned about AI, augmented reality, microchip design, microcontrollers, and 3D printing. They also attended presentations by engineers from the industry. To give the students exposure to real-world engineering, they visited two hydroelectric power plants and a green data center. At the end of the program, students presented their projects and showcased the technical skills they had developed. Those involved in the TryEngineering OnCampus program are proud of the impactful experiences students have gained. The opportunities are possible because universities open their doors, share their expertise, and invest in the next generation of innovators. The University of Zagreb, the Arab Academy for Science, Technology, and Maritime Transport, the Majan University College, and The City University and St. Francis University will be participating again this year. To learn how you can bring the OnCampus program to your educational institution, send a request to tryengineering@ieee.org.
REI’s annual Anniversary Sale — the retailer’s biggest of the year — is still going strong, letting you save on all kinds of outdoor essentials. If you’ve got a camping trip coming up, now is a good time to stock up on the basics, whether it be a tent, sleeping pad, or stove. If your […]