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AI's next feat will be its descent from the cloud

RPT-BREAKINGVIEWS-AI's next feat will be its descent from the cloud The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Robyn Mak HONG KONG, Oct 2 (Reuters Breakingviews) - It's been two years since ChatGPT made its public debut, kicking off a rush to invest in generative artificial intelligence. The frenzy has lifted valuations for startups like OpenAI, inventor of the chatbot, as well as technology titans whose cloud computing platforms train and host the mo
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AI's next feat will be its descent from the cloud

RPT-BREAKINGVIEWS-AI's next feat will be its descent from the cloud The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Robyn Mak HONG KONG, Oct 2 (Reuters Breakingviews) - It's been two years since ChatGPT made its public debut, kicking off a rush to invest in generative artificial intelligence. The frenzy has lifted valuations for startups like OpenAI, inventor of the chatbot, as well as technology titans whose cloud computing platforms train and host the mo
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AI's next feat will be its descent from the cloud

BREAKINGVIEWS-AI's next feat will be its descent from the cloud The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Robyn Mak HONG KONG, Oct 2 (Reuters Breakingviews) - It's been two years since ChatGPT made its public debut, kicking off a rush to invest in generative artificial intelligence. The frenzy has lifted valuations for startups like OpenAI, inventor of the chatbot, as well as technology titans whose cloud computing platforms train and host the models
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Qualcomm And Stmicroelectronics Enter Strategic Collaboration In Wireless Iot

BRIEF-Qualcomm And Stmicroelectronics Enter Strategic Collaboration In Wireless Iot Oct 1 (Reuters) - Qualcomm Inc QCOM.O : QUALCOMM AND STMICROELECTRONICS ENTER STRATEGIC COLLABORATION IN WIRELESS IOT
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STMicroelectronics And Qualcomm Partner In Wireless IOT

BRIEF-STMicroelectronics And Qualcomm Partner In Wireless IOT Oct 1 (Reuters) - STMicroelectronics NV STMPA.PA : STMICROELECTRONICS AND QUALCOMM ENTER STRATEGIC COLLABORATION IN WIRELESS IOT INITIAL PRODUCTS FROM COLLABORATION EXPECTED TO BE AVAILABLE TO OEMS IN Q1 2025 WIRELESS CONNECTIVITY TO REDUCE DEVELOPMENT TIME AND TIME-TO-MARKET ST PLANS TO
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U.S. STOCKS Emeren Group, Hess, Chevron

BUZZ-U.S. STOCKS ON THE MOVE-Emeren Group, Hess, Chevron Eikon search string for individual stock moves: STXBZ The Day Ahead newsletter: https://refini.tv/3LI4BU7 The Morning News Call newsletter: https://refini.tv/3dKUyB8 Wall Street's main indexes were mixed on Monday as investors paused after a rally in the previous week and exercised caution ahead of numerous job reports and comments through the week from Federal Reserve policymakers, including Chair Jerome Powell.
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U.S. chipmakers fall as jittery investors await jobs data, Fed comments

BUZZ-U.S. chipmakers fall as jittery investors await jobs data, Fed comments ** Shares of U.S. chipmakers fall as investors turn cautious ahead of several job reports and remarks through the week from Federal Reserve policymakers ** Shares of AI chipmaker Nvidia NVDA.O fall 1.4% ** "NVDA underperformance likely due to broader macro concerns this mo
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Intel and US to finalise $8.5 bln in chips funding by year-end, FT reports

UPDATE 1-Intel and US to finalise $8.5 bln in chips funding by year-end, FT reports Adds details in paragraph 2, background in paragraph 4 onwards Sept 27 (Reuters) - Intel INTC.O and the U.S. government will likely finalise $8.5 billion in direct funding for the chipmaker before the end of the year, the Financial Times reported on Friday, citing people familiar with the discussions.
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Intel rejects Arm's approach for product division, Bloomberg News reports

UPDATE 2-Intel rejects Arm's approach for product division, Bloomberg News reports Adds Intel declining to comment in paragraph 4 Sept 26 (Reuters) - Arm Holdings ARM.O approached Intel INTC.O about potentially acquiring the company's product division but was told that the business is not for sale, Bloomberg News reported on Thursday. The British chip firm did not express interest in Intel's manufacturing operations, the report added, citing a person familiar with the matter.
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U.S. STOCKS Starbucks, Crocs, Accenture

BUZZ-U.S. STOCKS ON THE MOVE-Starbucks, Crocs, Accenture Eikon search string for individual stock moves: STXBZ The Day Ahead newsletter: https://refini.tv/3LI4BU7 The Morning News Call newsletter: https://refini.tv/3dKUyB8 Wall Street's main indexes rose in choppy trading on Thursday, with the S&P 500 hitting an intraday record high after Micron's upbeat forecast rekindledthe hype around artificial intelligence, and a soft jobless claims report soothed worries about the labor market.
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U.S. STOCKS Crocs, First Solar, Qualcomm

BUZZ-U.S. STOCKS ON THE MOVE-Crocs, First Solar, Qualcomm Eikon search string for individual stock moves: STXBZ The Day Ahead newsletter: https://refini.tv/3LI4BU7 The Morning News Call newsletter: https://refini.tv/3dKUyB8 Wall Street's main indexes rose on Thursday, with the S&P 500 hitting a record high, as Micron's upbeat forecast revived the frenzy around artificial intelligence, and a softer-than-expected jobless claims report soothed worries about the labor market.
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Chipmaker stocks rally after Micron's forecast points to steady AI demand

RPT-BUZZ-Chipmaker stocks rally after Micron's forecast points to steady AI demand Repeats to widen distribution with no changes to text ** Shares of chipmakers advance after Micron Technology MU.O signals robust demand for semiconductors used to power generative AI technology with strong revenue forecast ** The broader Philadelphia Semiconductor Index .SOX opened at a two-month high, last up 3.87%, set to add to the nearly 23% gain this year ** Largest chipmaker Nvidia NVDA.O , which uses Micro
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Micron rises 13% as strong forecast impresses hungry investors

UPDATE 2-Micron rises 13% as strong forecast impresses AI-hungry investors Recasts paragraph 1, updates market cap addition in paragraph 2, shares in paragraphs 7,8, adds analyst comments in paragraphs 5, 13, 14 By Arsheeya Bajwa Sept 26 (Reuters) - Micron Technology MU.O surged more than 13% on Thursday, after its first-quarter revenue forecast indicated strong demand and pricing for the high-bandwidth memory chips (HBM) used to support booming generative artificial intelligence technology.
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Chipmaker stocks rally after Micron's forecast points to steady AI demand

BUZZ-Chipmaker stocks rally after Micron's forecast points to steady AI demand ** Shares of chipmakers advance after Micron Technology MU.O signals robust demand for semiconductors used to power generative AI technology with strong revenue forecast ** The broader Philadelphia Semiconductor Index .SOX opened at a two-month high, last up 3.87%, set to add to the nearly 23% gain this year ** Largest chipmaker Nvidia NVDA.O , which uses Micron's high-bandwidth memory chips (HBM) for its AI processor
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U.S. STOCKS ASML Holding, Meta, Crocs

BUZZ-U.S. STOCKS ON THE MOVE-ASML Holding, Meta, Crocs Eikon search string for individual stock moves: STXBZ The Day Ahead newsletter: https://refini.tv/3LI4BU7 The Morning News Call newsletter: https://refini.tv/3dKUyB8 Wall Street's main indexes were set to open higher on Thursday as Micron's upbeat forecast revived the frenzy around artificial intelligence, while investors assessed a labor market report and awaited comments from Federal Reserve Chair Jerome Powell.
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U.S. STOCKS Accenture, Starbucks, Southwest Airlines

BUZZ-U.S. STOCKS ON THE MOVE-Accenture, Starbucks, Southwest Airlines Eikon search string for individual stock moves: STXBZ The Day Ahead newsletter: https://refini.tv/3LI4BU7 The Morning News Call newsletter: https://refini.tv/3dKUyB8 U.S. stock index futures climbed on Thursday after Micron's upbeat forecast revived the euphoria around artificial intelligence on Wall Street, while investors also awaited economic data and remarks from Federal Reserve Chair Jerome Powell.
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Micron Technology gains on upbeat Q1 guidance

BUZZ-Micron Technology gains on upbeat Q1 guidance ** Shares of memory chipmaker Micron Technology MU.O rise 15.6% to $110.75 in premarket trading ** Co forecasts record Q1 revenue of $8.7 bln, plus or minus $200 mln, on higher demand for its memory chips; analysts expected Q1 rev of $8.28 bln - LSEG data ** Co sees Q1 gross margin of 39.5% vs anal
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S&P 500, Dow close at new highs as mining stocks rise on China stimulus boost

US STOCKS-S&P 500, Dow close at new highs as mining stocks rise on China stimulus boost Mining stocks rise on China's stimulus package Visa falls as DOJ files lawsuit for alleged antitrust violations U.S.-listed Chinese firms jump after domestic stimulus plan Indexes up: Dow 0.20%; S&P 500 0.25%; Nasdaq 0.56% Recasts with new highs, adds market details after close By Echo Wang Sept 24 (Reuters) - The S&P 500 and Dow ended at record highs on Tuesday, shrugging off weak consumer confidence data, a
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S&P 500 hits new high as mining stocks rise on China stimulus boost

US STOCKS-S&P 500 hits new high as mining stocks rise on China stimulus boost Mining stocks rise on China's stimulus package Visa slips after report DOJ will file antitrust lawsuit U.S.-listed Chinese firms jump after domestic stimulus plan Indexes up: Dow 0.01%, S&P 500 0.15% Nasdaq 0.48% Recasts with midafternoon trading, adds analyst comments and market details By Echo Wang Sept 24 (Reuters) - The Dow and S&P 500 reached new highs on Tuesday, overcoming weak consumer confidence data, with min
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Wall St inches higher as miners shine; weak sentiment data limits gains

US STOCKS-Wall St inches higher as miners shine; weak sentiment data limits gains For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window. US consumer confidence ebbs in September on labor market fears Visa slips after report DOJ to file antitrust lawsuit U.S.-listed Chinese firms jump after domestic stimulus plan Indexes up: Dow 0.02%, S&P 500 0.12% Nasdaq 0.42% Updated at 11:51 a.m.
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