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Meta (META) Updated 5 minutes ago

Meta Platforms, the parent company of Facebook, is in talks with media firms like Axel Springer, Fox Corp, and News Corp to license news content for integration into its AI products. The discussions are part of Meta's efforts to reorganize its AI initiatives under Superintelligence Labs. Other companies like OpenAI and Perplexity have also partnered with news organizations for AI integration. In a separate development, US senators, led by Marsha Blackburn, are demanding Meta's internal data on kids' safety following concerns raised by former Meta safety researchers about children using VR products and being exposed to explicit material. This demand is part of broader scrutiny into the impact of AI chatbots on children, with a separate Senate hearing addressing parents suing OpenAI and Character. AI over their children's deaths by suicide. Both companies have expressed condolences and stated they are enhancing safety measures.

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Meta in talks with Axel Springer, Fox and others on AI news licensing, WSJ reports Reuters

US senators demand Meta's internal data on kids' safety Reuters Negative

Intel (INTC) Updated 2 hours ago

Former Trump adviser Gary Cohn emphasizes the importance of the US not relying on foreign chips, supporting domestic chip production for national security and economic reasons. Nvidia's $5 billion investment in Intel for co-developing chips aims to boost Intel's position in the global chip race. The US-UK "Tech Prosperity Deal" and investments by major tech players are driving AI chip demand. Intel's shares surged over 25% after the news, with positive outlooks from analysts like Dan Ives of Wedbush Securities. The US government acquired a 10% stake in Intel earlier in August. Additionally, Syrah Resources received an extension from Tesla for a graphite supply deal amid U.S.-China trade tensions.

Stories

Former Trump adviser says US can't rely on foreign chips as Nvidia invests in Intel Yahoo Finance Positive

Stock market today: Nasdaq, Dow, S&P 500 rise after Fed signals more cuts, Nvidia bets on Intel Yahoo Finance Positive

Ives Says Pop the Champagne for Intel After Nvidia Investment Bloomberg Positive

Australia's Syrah Resources gets Tesla reprieve in graphite supply deal Reuters

Nvidia (NVDA) Updated 2 hours ago

Nvidia recently made a significant $5 billion investment in Intel for chip development in PCs and data centers, aligning with efforts to boost domestic chip production for national security and economic reasons. Former Trump adviser Gary Cohn supports initiatives like the CHIPS Act to promote domestic chip manufacturing. Additionally, Nvidia is investing in Nscale, a UK-based AI infrastructure company, highlighting the growing demand for AI computing capacity. Despite facing challenges in China due to regulatory pressures, Nvidia remains active in expanding its global AI infrastructure through partnerships. However, Nvidia's stock experienced a 3% dip following reports that China instructed its tech companies to avoid purchasing Nvidia chips, signaling a shift towards developing domestic chip solutions within the country. On the positive side, Nscale is set to build the UK's largest AI supercomputer in partnership with Microsoft, Nvidia, and OpenAI. Overall, analysts have mixed sentiments about Nvidia's investment story, citing factors like competition and valuation concerns alongside optimism about sustained demand for its AI products.

Stories

Former Trump adviser says US can't rely on foreign chips as Nvidia invests in Intel Yahoo Finance Positive

Stock market today: Nasdaq, Dow, S&P 500 rise after Fed signals more cuts, Nvidia bets on Intel Yahoo Finance Positive

Nvidia's UK Partner Is a 16-Month-Old Crypto Mining Spinout Bloomberg Positive

Ives Says Pop the Champagne for Intel After Nvidia Investment Bloomberg Positive

How Recent Developments Are Shaping the NVIDIA Investment Story Simply Wall St.

Tilray (TLRY) Updated 3 hours ago

The news primarily focuses on President Donald Trump's upcoming call with Chinese President Xi Jinping, particularly regarding the potential deal involving TikTok. Trump expressed optimism about the deal being close to completion, with the final company to be controlled by American investors. The call is scheduled for Friday at 9 am ET, where both leaders are expected to discuss broader issues like tariffs in addition to TikTok. Reports suggest a consortium led by Oracle, Andreessen Horowitz, and Silver Lake Management will work on keeping TikTok operational in the US. Trump also mentioned the possibility of extending a partial tariff detente with China based on current terms. This marks the first reported conversation between the two leaders since June and follows recent discussions among their aides regarding tariffs and TikTok. The news does not mention Tilray specifically but does highlight Moody's Ratings flagging potential risks in Oracle Corp's $300 billion of recently signed artificial intelligence contracts, raising concerns about Oracle's reliance on large commitments from a small number of AI companies and revising its credit rating outlook to negative from stable.

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Trump sets the stage for his highly anticipated Friday call with Xi Jinping Yahoo Finance Positive

Panasonic aims to develop groundbreaking EV battery in about two years Reuters Positive

Moody's flags risk in Oracle's $300 billion of recently signed AI contracts Reuters Negative

Oracle (ORCL) Updated 3 hours ago

President Donald Trump is gearing up for a crucial call with Chinese President Xi Jinping, focusing on a potential deal involving TikTok and broader trade issues. The call, scheduled for Friday, will involve a consortium led by Oracle, Andreessen Horowitz, and Silver Lake Management to keep TikTok operational in the US. Meanwhile, Moody's Ratings flagged risks in Oracle's AI contracts but revised its credit rating outlook to negative due to concerns about increasing debt. Despite concerns of a potential stock bubble, Oracle's involvement in the TikTok consortium has boosted its stock value. AMD has announced partnerships with Oracle and Absci for AI-driven drug discovery. Oracle's stock price surge this year has raised concerns about a bubble as it trades at high valuations. Analysts are divided on Oracle's valuation but recommend buying shares. A new US-based version of TikTok will involve Oracle holding stakes and providing cloud services under a new ownership structure.

Stories

Trump sets the stage for his highly anticipated Friday call with Xi Jinping Yahoo Finance Positive

Moody's flags risk in Oracle's $300 billion of recently signed AI contracts Reuters Negative

Oracle is Not in a Bubble, say Jefferies Analyst Bloomberg Positive

A Look at AMD's Valuation Following Strategic AI Partnerships and Growing Cloud Adoption Simply Wall St. Positive

Oracle Sparks Bubble Talk With Stock Price in Dot-Com Territory Bloomberg Positive

Synopsys (SNPS) Updated 4 hours ago

Synopsys is facing a shift in its stock outlook as analysts lower their price targets due to challenges in its IP segment. There are mixed views on the company's future, with optimism around the pending Ansys acquisition and concerns about ongoing challenges. The company received conditional approval for the acquisition in China and issued financial guidance for Q4 2025. Synopsys expanded its semiconductor design capabilities and announced strategic partnerships. Analysts have differing opinions on Synopsys's performance, with factors like IP recovery timelines and execution risks being key considerations. The Philadelphia Stock Exchange Semiconductor Index has been on a positive trend, rising for nine consecutive sessions, outperforming the Nasdaq 100 Index. Companies like ON Semiconductor Corp., Intel Corp., and Applied Materials Inc. saw gains, while Nvidia Corp. experienced a slight decline despite overall growth. Synopsys plays a vital role in AI buildout through semiconductors, with analysts optimistic about sustainability in the semiconductor sector and companies like Nvidia and Taiwan Semi expected to be major beneficiaries.

Stories

What Catalysts Are Shifting the Synopsys Narrative Amid IP Headwinds and Ansys Integration Simply Wall St.

Chipmakers Post Longest Win Streak Since 2017 Amid AI Growth Bloomberg Positive

Micron Technology (MU) Updated 4 hours ago

The news primarily discusses Synopsys and Glilot Capital, with mentions of Micron Technology in the context of the semiconductor industry. Analysts have varying views on Synopsys's future due to the pending acquisition of Ansys. Glilot Capital has raised $500 million for early-stage funds focused on Israeli AI and cybersecurity startups. Micron Technology has seen a surge in its share price, reflecting optimism about its earnings growth. However, some analysts believe the stock may be overvalued compared to fair value estimates. The focus is on the overall performance of chipmakers in the market, with Micron potentially benefiting from the positive trend in the semiconductor sector.

Stories

What Catalysts Are Shifting the Synopsys Narrative Amid IP Headwinds and Ansys Integration Simply Wall St.

Can Broadcom's Valuation Withstand Apple's Move to In-House Wireless Chips? Simply Wall St.

Israel's Glilot Capital raises $500 million for new AI and cybersecurity investments Reuters Positive

Amazon invests over $1 billion to raise employee pay, lower healthcare costs Reuters Positive

Is Micron Technology (MU) Still Fairly Valued After Its Recent Share Price Surge? Simply Wall St. Positive

AmerisourceBergen (ABC) Updated 8 hours ago

The recent news primarily focuses on developments and analyst commentary related to NVIDIA, with some brief mentions of AmerisourceBergen. The key points regarding AmerisourceBergen include: Consensus Analyst Price Target for AmerisourceBergen slightly increased from $207.01 to $209.19. Future P/E for AmerisourceBergen marginally changed from 34.60x to 35.18x. Discount Rate for AmerisourceBergen slightly decreased from 9.97% to 9.95%. Overall, the news does not provide extensive details about AmerisourceBergen's operations or performance but includes brief mentions related to financial metrics and analyst targets for the company.

Stories

How Recent Developments Are Shaping the NVIDIA Investment Story Simply Wall St.

US High Growth Tech Stocks to Watch for Potential Expansion Simply Wall St. Positive

Electric Vehicles Today - Surging Investment in Battery Plant Construction Drives Market Growth Simply Wall St. Positive

Tesla (TSLA) Updated 8 hours ago

Elcogen has opened a new solid oxide fuel cell factory in Estonia to meet the increasing demand for clean energy solutions, aligning with global emission reduction efforts. Tesla is focusing on high-margin software revenue and announced plans for a potential AGM to amend voting requirements. However, criticism from Dan O'Dowd of The Dawn Project highlights concerns about Tesla redacting information on Robotaxi crashes. Despite this, Tesla CEO Elon Musk is emphasizing artificial intelligence and autopilot capabilities. Analysts like Dan Ives see a $1 trillion market opportunity for Tesla in autonomous driving and AI, but doubts remain about achieving full autonomy. Tesla has extended the deadline for a graphite supply deal with Syrah Resources amid U.S.-China trade tensions. Additionally, Tesla settled a 2019 California crash lawsuit related to its Autopilot software, avoiding a jury trial over a fatal crash as part of its efforts to resolve legal cases involving its vehicles and self-driving technology.

Stories

This Week In Energy Transition - Elcogen's New Factory Powers Europe's Clean Energy Future Simply Wall St. Positive

Dan O'Dowd Slams Tesla For Redacting Robotaxi Crash Information In NHTSA Reports: 'Robotaxi Had... Benzinga Negative

Australia's Syrah Resources gets Tesla reprieve in graphite supply deal Reuters

Tesla settles 2019 California crash lawsuit related to Autopilot software Reuters

Palantir (PLTR) Updated 15 hours ago

Palantir Technologies has seen a remarkable surge in its stock price, with a 126.4% increase year to date and a 367.1% rise over the past 12 months. The company's three-year return stands at an impressive 2,134.4%. This growth is attributed to market optimism surrounding Palantir's involvement in data analytics and artificial intelligence, along with speculation about government contracts and technological advancements.

Stories

Does Palantir Still Have Room to Run After 126% Surge and New Army AI Partnership? Simply Wall St.

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Rank	Name	News Sentiment
1	Nvidia	Positive
2	Intel	Positive
3	Tesla	Neutral
4	Micron Technology	Positive
5	Palantir	Neutral
6	Synopsys	Positive
7	Meta	Negative
8	Oracle	Positive
9	AmerisourceBergen	Positive
10	Tilray	Positive

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