Tesla Stock Tanks as Sam Altman Launches OpenAI Robotics to Take On Optimus
OpenAI just launched a robotics division to build humanoid robots, going head-to-head with Tesla’s Optimus.
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Nvidia CEO Jensen Huang: “AI Agents Mean Boom Time for Software” — Cadence Just Proved It
Jensen Huang says AI agents will boost software companies, not kill them, with Cadence launching a fast autonomous chip design AI.
Strategy Sells Bitcoin for the First Time Ever — Stock Drops
Strategy just sold 32 bitcoin for $2.5 million — its first sale since 2020.
Barry Diller’s People Inc. Prepares $18 Billion Takeover Bid for MGM Resorts
People Inc. may buy the rest of MGM for $48.30/share, valuing it at $18B+, but the deal is not final yet.
Barclays Gives IBM a Bullish Overweight Rating – Software Strength & Quantum Upside in Focus
Barclays rates IBM Overweight with $350 target (~18% upside), citing steady software growth, strong margins, and quantum upside.
Intel, AMD, and Qualcomm Face Nvidia’s Bold Assault on the PC Market
Nvidia launched RTX Spark, a new AI chip for PCs, challenging Intel, AMD and Qualcomm. Stocks moved after the news.