Dafinchi AI

ALIT

Technology

1w

Strategic Progress in AI and Automation Enhancing Client Retention

Alight is leveraging natural language interactive voice response to automate responses, reducing call volumes by 17% in H1 2025.
Significant advancements in AI are being made through collaborations with Microsoft and IBM to scale solutions and unlock data value.
AI-first culture is being developed internally to streamline processes and improve colleague experience.
These technological initiatives aim to improve ROI for clients, thereby supporting retention and growth.

SiTime Corporation

SITM

Technology

1w

SiTime's Rapid Growth in AI Data Center Market

SiTime reported a 137% year-over-year growth in the data center customer segment, driven by AI applications.
The company has added design wins worth several hundred million dollars in AI for 2025.
Leadership emphasized the importance of winning in the AI data center market as a key growth driver.
SiTime's products, including Elite and Cascade families, are leading design wins in switches, NIC cards, and optical modules.

QLYS

Technology

1w

Introduction of Qualys' AI-Powered Risk Management Platform

Qualys announced the launch of a fully reimagined Agentic AI platform built on a unified fiber, designed to seamlessly manage cyber risk across multi-vendor environments.
The platform features autonomous AI agents that automate complex processes, adapt to customer environments, and are available in a marketplace for risk management, enabling rapid augmentation of security teams.
This innovation aims to reduce remediation time, increase accuracy, and lower costs, representing a significant leap in proactive cybersecurity automation.

News Corporation

NWSA

Technology

1w

AI and Intellectual Property Rights Concerns in Content Creation

Management emphasized the importance of protecting intellectual property rights amidst the rise of AI, highlighting ongoing legal actions against companies that violate IP rights.
CEO Robert Thomson expressed concern over AI profiting from creators' works without proper compensation, citing examples like President Trump's books.
Thomson warned that derivative AI works could undermine the value of original content and threaten the content ecosystem.
The company is actively negotiating with AI firms to secure IP rights and prevent misuse of proprietary content.

Advanced Micro Devices, Inc.

AMD

Technology

1w

Long-term Revenue Outlook and Market Share Strategy Post-Intel 18A Announcement

AMD remains confident in growing client processor revenue ahead of the market, driven by product portfolio and OEM expansion.
The company views the Intel 18A process node as a competitive challenge but expects continued share gains.
Long-term, AMD aims for tens of billions in annual revenue from MI400 series and AI infrastructure deployments.
The company is preparing for a multi-year ramp, with a focus on large-scale AI and data center markets.
Market share growth is supported by broad product adoption, strategic partnerships, and expanding AI use cases.

AAPL

Technology

2w

Apple's Strategic Investment in AI and Generative Capabilities

Apple is significantly increasing its investments in AI, embedding it across devices and platforms.
Over 20 Apple Intelligence features have been released, including visual intelligence and writing tools.
Progress on a more personalized Siri is expected to be announced next year.
Apple is opening access to on-device foundation models, enabling developers to create new experiences.
Apple Silicon is central to AI features, allowing powerful on-device AI processing while maintaining user privacy.