Wired
중도 성향
IT/기술
The DOGE Boys Get VC Funding to Support Their Latest Enterprise
Former DOGE members and Elon Musk allies are backing a startup aimed at using AI to apply "learnings" from DOGE to the private sector.
IT/기술 · "EARNINGS" · 총 31건
필터 보기현재 지수
50.3
0 = 부정 우세
50 = 중립
100 = 긍정 우세
최근 7일 기준 88,440건을 분석한 결과, 뉴스 심리지수는 50.3(균형)입니다. 긍정 4,456건(5.0%)·중립 81,893건(92.6%)·부정 2,091건(2.4%)이며, 중립 비중이 뚜렷하게 높습니다. 성향 지수는 종합 15.0(중도 균형)입니다.
Former DOGE members and Elon Musk allies are backing a startup aimed at using AI to apply "learnings" from DOGE to the private sector.
Forecasts earnings well ahead of expectations, even as it taps credit facilities to lock in memory supply
Asian technology shares fell, tracking losses in U.S. semiconductor stocks after disappointing earnings Broadcom sparked a rotation out of AI-linked names.
South Korea's benchmark Kospi tumbled more than 5 percent in early trading Friday, tracking a sharp selloff in semiconductor stocks on Wall Street after Broadcom's earnings and outlook disappointed investors. The Kospi opened at 8,323.2, down 3.66 percent from the previous session. Losses deepened shortly after the opening bell, with the index falling to 8,190.25 as of 9:15 a.m., down 5.2 percent on-session. The decline pushed the benchmark below the 8,100 mark during trading. A sell-side sideca
The business momentum is clear here, validating the stock's dramatic comeback to fresh highs.
The “latest advancements at the AI frontier have increased the level of urgency around cybersecurity,” Palo Alto Networks’ CEO said.
'I think you gotta stay in,' says the top BlackRock investing official, as earnings growth and cash to be reinvested in stocks support the AI bull market.
The beat comes on lowered expectations, after the company gave disappointing guidance in February that fell short of analyst estimates.
The company raised its full-year earnings guidance by $1 per share and said it is now two years ahead of its long-term financial plan
Mumbai: Information technology stocks surged on Monday, dodging a weak broader market, with the Nifty IT index closing at its highest level since April 23, as attractive valuations and recent AI-led partnerships drew investor interest and prompted traders to build some fresh long positions.The Nifty IT index advanced 2.7%, its strongest single-day gain in nearly two weeks (since May 19), even as the benchmark Nifty declined 0.7%. Tech Mahindra, Infosys and LTM rose 3.7% each, while Persistent Systems gained 3.6%. Coforge and Oracle Financial Services Software advanced 2.6% and 2.1%, respectively."Indian IT firms are following suit of American companies like Anthropic and OpenAI by taking up contracts and tie-ups which are perceived as promising by investors," said Gaurav Sharma, head of Research, Globe Capital.Wipro's expanded Agentic AI partnership with ServiceNow and Coforge's acquisition of Encora have helped ease concerns that had weighed on the sector earlier due to AI-linked disruption fears.The rebound comes after a sharp underperformance this year. The Nifty IT index has fallen over 21% so far in 2026, compared with a 10.5% decline in the benchmark Nifty. The recent momentum has turned positive, with the IT index gaining about 3% over the past week, while the Nifty has fallen 2.7%.131452365"The open interest has doubled in the past couple of months in large-cap IT stocks, indicating a huge build-up of short positions," said Jay Vora, Technical Analyst, Mirae Asset Sharekhan. "On Monday, while short positions remained as is, traders built fresh long positions in the space."Vora said that a more meaningful short covering rally would require stocks to move above key technical levels, with most large-cap names currently 2-3% below their 40-day exponential moving averages."There are short positions in the midcap IT companies as well, but it is not as significant as the large caps," he said.The rebound in IT shares is also on account of valuations falling below 10-year averages following the recent sell-off."Large-cap names like TCS and Infosys are trading at mouthwatering levels, close to 16-17 times Price to Earnings, while midcap companies like Coforge, Oracle and Mphasis are around 20-30 times PE, which are attractive," Sharma said.While near-term volatility may persist, valuations remain compelling over a two-to-three-year horizon, he said. Sharma's top picks are OFSS, Tech Mahindra, Coforge and Mphasis, and recommends IT Exchange Traded Funds for retail investors.The momentum favours IT stocks now, though the index is nearing key hurdles."Technically, the Nifty IT index has immediate support established at the 29,300-28,900 zone, while initial resistance is positioned at 30,500, with a broader multi-week position of 31,200," said Nischal Jain, Quant Researcher, Share.Market by PhonePe.Sharma said the Nifty IT index is on the verge of a breakout from an inverse head and shoulder pattern, which could extend the rally towards 31,500.
Strong earnings growth and Q1 results outweigh investor concerns over escalating US-Iran standoff and rising crude prices.
Wall Street stocks posted modest gains on Monday as investors watched developments in U.S.-Iran peace negotiations and cheered the unveiling of a new computer chip that promises to bring artificial intelligence to personal computing.Tech shares boosted the Nasdaq and the S&P 500 to their latest in a series of record closing highs.U.S. President Donald Trump said talks with Iran continue. Earlier, Iran's news agency announced Tehran is halting indirect negotiations with Washington after a new round of strikes threatened to derail diplomatic efforts to end the war, now in its fourth month.The intensification of hostilities sent crude prices jumping, along with worries over the extent to which a protracted war could result in heightened, intransitory inflation."We don't really know where things stand," said Thomas Martin, senior portfolio manager at GLOBALT in Atlanta. "The market seems to think that something's going to get done at some point, but we don't have very good information to go on, like what the Iranians really want and what Trump is willing to settle for."Stocks added to their gains after Trump said no Israeli troops would go into Beirut, citing a call with Israeli Prime Minister Benjamin Netanyahu.Nvidia jumped after the company unveiled a new chip that puts AI capabilities directly into personal computers.The chip is the result of a three-year partnership with Microsoft to "reinvent the PC" for the AI era, Nvidia CEO Jensen Huang said. Microsoft shares rose.The reaction among semiconductor stocks was mixed. Qualcomm tumbled and while Intel also fell. Micron shares rose sharply, breaching the $1,000 mark for the first time.The Philadelphia SE Semiconductor Index advanced.In economic news, U.S. factory activity expanded in May for the fifth consecutive month as goods-makers navigate tariff and geopolitical crosswinds.Investors will turn to Friday's jobs report ahead of Kevin Warsh's debut policy meeting as chairman of the U.S. Federal Reserve this month, amid fears of rising inflation linked to the Iran war that could upend the stock market rally.According to preliminary data, the S&P 500 gained 20.19 points, or 0.27%, to end at 7,600.03 points, while the Nasdaq Composite gained 114.75 points, or 0.43%, to 27,087.37. The Dow Jones Industrial Average rose 44.70 points, or 0.09%, to 51,076.85.Software stocks rebounded from heavy selling earlier this year on AI disruption fears. ServiceNow and IBM rose sharply. The software services index advanced."On the software side, companies that hadn't been doing very well, but now are doing well today," Martin added. "Some of that has been attributed to Nvidia comments that software is part of the solution, so the market's coming back to" software stocks.Cadence Design Systems jumped after launching an Nvidia-powered AI agent for chip design.Broadcom's earnings, due on Wednesday, will be closely parsed in the wake of solid results from Dell last week, which signaled strong AI server demand.
US hyperscalers’ demand for chips has boosted the earnings of North Asia’s AI giants, attracted foreign investment, and lifted employee compensation at large tech firms.
Nvidia's CFO, Colette Kress, declared AI a business necessity, not a luxury, driving demand across the AI stack. The chip giant is restructuring its reporting into Data Center and Edge Computing segments to reflect this growth.
FOR the last three years since ChatGPT was introduced, prominent writers, editors and litterateurs have been openly hostile to the idea of AI being able to write fiction, poetry or prose — indeed, any kind of literature. The tech companies that introduced all these LLMs, imagining ChatGPT, Claude, Gemini, Grok, and Copilot as writing aids, study buddies, collaborators and co-authors, have thrown a nuclear bomb into the literary world, and most of its inhabitants are still in a crouch position, bracing for an impact that detonated back in 2022. But the literary world must call a truce because AI is here to stay. Moreover, any writer who teaches writing, any literary editor or agent who evaluates submissions, any practitioner called upon to judge a literary competition must become AI literate; it’s an unavoidable skill that’s simply part of the job from now on. Last week, the Commonwealth Writing Prize and Granta published five regional short story winners, one of which, Jamir Nazar’s ‘A Serpent in the Grove’, was singled out as possibly AI-generated. It raised a furore on social media but it didn’t surprise me at all. I’ve graded hundreds of student essays, judged creative writing capstones and a major Pakistani literary prize in the last year. So much is now written with the help of AI that I feel overwhelmed. I’ve been using the last two years to learn exactly how AI writes — not just its processes, but its style and its voice. I’ve studied it as much as I would study any human author, looking for how it handles dialogue, description, character and plot. Yet if I’d stuck my head in the sand and refused to touch AI for the sake of artistic integrity, I would be letting down all those people who trust my judgement and expertise. Students are addicted to AI not because they want to cheat, but because they’re terrified of looking stupid or inadequate. I spent hours tinkering with AI, asking it to write things in a Pakistani context: a synopsis for a Harry Potter book set in Lahore; descriptions of Karachi. AI churned out showy, contrived prose that looks like it’s doing a lot without actually saying anything meaningful. It blathered inanities about Karachi being a “city that remembers” and Pakistani women who “sauntered through the bazaar as if their bodies bore the weight of generations of family secrets”. AI wrote verbal pyrotechnics with no emotional connection to the city that I love. It’s too much of a temptation to expect people, especially students, not to use AI to write. Pakistan is a former British colony with a postcolonial hangover about the English language, even though few of us speak it fluently and even fewer can write it well. Yet the language of instruction in top Pakistani schools and universities has remained and always will be English. Students are addicted to AI not because they want to cheat, but because they’re terrified of looking stupid or inadequate. And the LLMs are ever-present to capitalise on that fear. I have to keep telling my students: AI is here not to help you, but to make money off you. Also, there will never be a foolproof AI-detection tool. AI will keep learning more from every person that asks it to help them write a story; AI ‘detectors’ will offer you an answer based on their own algorithms and biases. Differentiating AI writing from human writing requires human discernment, the same faculty we use to know when writing is sublime or terrible. It requires instinct, experience and a close look at the person’s work overall to see if the story is a representation of their usual style — call it the new due diligence in a post-AI world. The culprit in the Commonwealth Writers debacle was not racism or some kind of Western pandering to the postcolonial writer, but sheer ignorance on the part of judges. And underneath that ignorance lies a wilful denial about just how seismic the AI shift is. Everyone who must evaluate writing professionally is scared of the threat that AI poses to the literary arts and the earnings of the publishing industry. They’re terrified of the idea that everyone else is already so far ahead they may never be able to catch up. AI has already learned to mimic cultural inflections. It will talk about any part of the world — Guyana, South Korea, Bosnia — with pompous certainty and try to dazzle you with metaphorically bizarre surface-level descriptors or overwhelm you with atmosphere so you don’t realise there’s actually no plot or insight, no empathy, none of the beauty that makes writing an art as well as a practice. Personally, I resent the tech bros who have turned my relationship with writing from practitioner to policewoman, turning a jaundiced eye to everyone’s writing and suspecting the worst. AI is now influencing young people learning how to write to the extent that even my best students have started to sound like AI. I know that AI recognises patterns and produces only a facsimile of good writing, much like the proverbial broken clock that’s right twice a day. The practice of writing words to connect with a reader, communicate ideas and tell a story is a human endeavour that AI will never be able to match. Fear won’t stop me from looking it straight in the AI and declaring, “You have no power over me.” I urge everyone else — writers, teachers, judges and editors — to do the same. The writer currently teaches Expository Writing at AKUFAS. Published in Dawn, May 30th, 2026
Don't fight the tape.
SentinelOne reported earnings after the bell Thursday and issued lackluster guidance for the current quarter and full-year.
Dell's shares surged 33% on Friday as the PC maker's blockbuster results showed that its growing focus on AI servers was helping it capitalize on the data center boom, making the company one of the biggest beneficiaries of the new technology.The company, whose AI servers are crucial components in the global AI infrastructure build-out, is set to add $68 billion to its market value of about $206 billion, if gains hold.A household name in the PC market, Dell has in recent years scaled up its AI hardware business. Dell's AI server revenue of $16.1 billion surpassed its PC unit's $14.6 billion in sales in the quarter.The company's infrastructure solutions segment, home to both traditional and AI-optimized servers as well as other storage, software and networking solutions, has consistently eclipsed PC business revenue in the past four quarters."We've been following Dell a long time and never seen anything like this. Not only do they get an "A" for execution, but you can make an argument that Dell is even the best way to play AI out there," Melius Research analysts said.Dell's outlook for "AI and traditional servers are still very conservative," as the firm has stronger prospects for selling CPU racks to AI cloud providers like CoreWeave and Nscale, the brokerage said.The blowout quarter lifted shares of server makers Super Micro Computer and Hewlett Packard Enterprise 16% and 12%, respectively, while Dell's PC rival HP also rose 8%.Hewlett Packard Enterprise, which reports results on Monday, has also been prioritizing higher-margin product orders. But it has a smaller server business compared with Dell.Dell Chief Operating Officer Jeff Clarke acknowledged the ongoing "supply constrained" environment, particularly concerning memory chips, but said that its customers were actively securing supply for extended periods.The company has banked on balanced price hikes as well as its scale and strong supplier relationships to wade through the memory crisis. Strong returns from its AI server business are also helping cushion the blow to margins from the soaring memory prices.HP, which focuses mostly on PCs and printers, reported 13.2% growth in its personal systemsdivision, while sales in Dell's PC business unit grew 17%, driven by a Windows 11 refresh cycle and growing focus on AI PCs.At least 13 brokerages raised their price targets on Dell stock following the results, giving it a median price target of $255, according to data compiled by LSEG. That is up from $170 before the report.Dell is on track to record its biggest one-day percentage gain if gains hold. It has a 12-month forward price-to-earnings ratio of 20.21, compared with HP's 8.39 and HPE's 14.70.
[Capital FM] NAIROBI,Kenya,May 29-Kenya is betting on artificial intelligence and big data to reposition its tourism sector as a key driver of economic growth after entering a strategic partnership with Google Kenya to modernize destination marketing, tourism analytics, and visitor experiences.