In today’s briefing:
- NVIDIA Becomes The Latest To Back Intel’s GoFundMe Appeal
- UiPath’s Agentic Automation Surge – Will 450+ Customers Spark the Next Automation Boom?
- Meta’s $800 Smart Glasses Are Here—& They’re Watching Everything!
- IonQ Just Went All In With 2 Quantum Computing Acquisitions—Here’s What Oxford Ionics & Vector Atomic Could Mean!
- Intel (INTC.US): NVIDIA’s $5B Intel Stake — A Shift in Tech’s Competitive Landscape?
- Broadcom’s AI Juggernaut: How Custom Accelerators Are Driving Growth
- Oracle’s $144 Billion Cloud Bet – Can It Dominate the Next Wave of Digital Transformation?
- Is Adobe’s Creative AI Integration Enough To Fight Off Canva?
- PayPal Goes Deep With Google: AI Agents, Crypto Checkout & More!
- Hybridan Small Cap Feast: 11/09/2025
NVIDIA Becomes The Latest To Back Intel’s GoFundMe Appeal
- NVIDIA will invest $5 billion in Intel’s common stock at a purchase price of $23.28 per share
- Intel will supply custom x86 server CPUs to NVIDIA, who in turn will sell RTX graphics cores to Intel to combine into an new type SOC for the PC market
- Under sustained questioning during the Q&A, Jensen did a remarkable marketing pitch for TSMC, drowning any hopes of a looming Intel Foundry deal for the foreseeable future
UiPath’s Agentic Automation Surge – Will 450+ Customers Spark the Next Automation Boom?
- UiPath’s second-quarter fiscal 2026 financial performance reflects a mix of positive results and challenges.
- The company exceeded the high end of its guidance across key financial metrics, indicating robust execution.
- With an annual recurring revenue (ARR) increase of 11% to $1.723 billion and revenue growth to $362 million, UiPath illustrates strong market demand and operational efficiency.
Meta’s $800 Smart Glasses Are Here—& They’re Watching Everything!
- Meta Platforms has taken another bold step in its augmented reality (AR) journey with the announcement of its $800 Ray-Ban smart glasses featuring a built-in display, gesture-based control via a Neural Band wristband, and AI integration.
- Unveiled at its September 2025 Connect conference, these glasses aim to transition the market from novelty wearables to daily-use smart devices.
- With over 2 million units of the prior Ray-Ban model sold since 2023, Meta is pushing hard to capitalize on its dominant 60% market share in smart glasses.
IonQ Just Went All In With 2 Quantum Computing Acquisitions—Here’s What Oxford Ionics & Vector Atomic Could Mean!
- IonQ has emerged as one of the most ambitious players in the quantum computing space, recently doubling down on both compute and networking strategies.
- Its Q2 2025 earnings call showcased a slew of high-profile announcements, including the strategic acquisition of Capella, formation of a Quantum Networking division, and a landmark $1 billion investment from Susquehanna.
- But even more intriguing are IonQ’s acquisition plans: the company has already announced the planned acquisition of Oxford Ionics and is reportedly in talks with Vector Atomic.
Intel (INTC.US): NVIDIA’s $5B Intel Stake — A Shift in Tech’s Competitive Landscape?
- NVIDIA Corp (NVDA US) surprised the market with its announcement of a $5 billion investment in Intel Corp (INTC US).
- The market seems to read this as the beginning of a deeper Intel–NVIDIA partnership in AI chips.
- We also note that Japan’s push to establish its own foundry industry through Rapidus deserves continued attention, as it could reshape the competitive map in the years ahead.
Broadcom’s AI Juggernaut: How Custom Accelerators Are Driving Growth
- Broadcom Inc.’s recent financial results reflect significant developments within the technological landscape, with notable growth, strategic advancements, and some areas of slow recovery.
- Positively, Broadcom reported a substantial increase in revenue for its third quarter of fiscal year 2025, achieving a record $16 billion, a 22% rise year-on-year.
- This growth was propelled primarily by the strength of its AI semiconductor business and continuing expansion with VMware.
Oracle’s $144 Billion Cloud Bet – Can It Dominate the Next Wave of Digital Transformation?
- Oracle Corporation recently announced its Q1 fiscal year 2026 results, revealing significant accomplishments and some financial challenges that investors should consider.
- The company reported total revenues of $14.9 billion, representing an 11% increase from the previous year, showcasing continued demand for its cloud business and infrastructure services.
- Oracle’s cloud revenue, including both applications and infrastructure, reached $7.2 billion, marking a significant 27% year-over-year growth.
Is Adobe’s Creative AI Integration Enough To Fight Off Canva?
- Adobe Systems Incorporated has reported strong financial results for the third quarter of fiscal year 2025, showcasing continued double-digit growth in both revenue and profitability, driven largely by its strategic emphasis on artificial intelligence (AI).
- The company saw record revenue of $5.99 billion, marking a 10% increase year-over-year, while GAAP earnings per share reached $4.18 and non-GAAP earnings per share was $5.31, reflecting an impressive 14% growth.
- The incorporation of AI into Adobe’s product suite has been a significant focus, as exemplified by the deployment of AI innovations across its flagship Creative Cloud applications like Photoshop, Illustrator, and Premiere Pro.
PayPal Goes Deep With Google: AI Agents, Crypto Checkout & More!
- The commerce landscape is about to undergo a structural transformation as PayPal and Alphabet’s Google join forces in a multi-pronged AI-driven payments partnership launching in Q4 2025.
- Announced in September, the alliance will embed PayPal’s checkout experience directly into Google’s ecosystem—across Google Cloud, Google Ads, Google Play, and select consumer-facing properties.
- At the same time, the two companies are co-developing AI frameworks to power agent-led transactions, where autonomous digital agents make purchases on a user’s behalf using PayPal data.
Hybridan Small Cap Feast: 11/09/2025
- The company offering a mobile internet payment platform announced a new partnership with DISH TV, a significant player in the US telco landscape, and its streaming TV brand, Sling TV.
- DISH and Sling are using Bango’s subscription platform Digital Vending Machine to launch and scale new subscription offerings and bundles for their customers.
- Launching with a popular football streaming service in time for the new season, DISH customers will be able to easily add this service, with the cost charged to their monthly DISH bill.
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