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?
- GE Aerospace’s Soaring Comeback: First Record High Since 2000 Fueled By Jet Demand!
- Broadcom’s AI Juggernaut: How Custom Accelerators Are Driving Growth
- Vivani Medical Prepares Spin-Off of Cortigent: Neuromodulation Gets Its Own Spotlight
- Is Adobe’s Creative AI Integration Enough To Fight Off Canva?
- Olin Stands Out as Tariffs Pressure Exports Amid Bearish Petrochemical Fundamentals
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.
GE Aerospace’s Soaring Comeback: First Record High Since 2000 Fueled By Jet Demand!
- For the first time in more than two decades, GE Aerospace has reclaimed an all-time high, marking a milestone that investors had nearly written off.
- On September 17, 2025, shares of GE Aerospace closed at $292.97 after touching $294.74 intraday, breaking past the prior record set in August 2000.
- The stock’s rally has been nothing short of dramatic, climbing about 72% year-to-date and beating the S&P 500 by roughly 84 percentage points, largely on the back of surging commercial jet demand.
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.
Vivani Medical Prepares Spin-Off of Cortigent: Neuromodulation Gets Its Own Spotlight
- Vivani Medical has set Oct 8, 2025 as teh record date for its earlier announced spin-off of its neuromodulation subsidiary, Cortigent Inc.
- Vivani will retain its focus on its GLP-1 implant pipeline for metabolic disease. Investors get clean exposure to two very different growth narratives: neuromodulation (BCI) and drug implants.
- If executed properly, this spin-off could unlock meaningful valuation uplift particularly for Cortigent in a promising but under-served medtech space.
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.
Olin Stands Out as Tariffs Pressure Exports Amid Bearish Petrochemical Fundamentals
- Even though tariffs disrupt Chinese competitiveness, U.S.-centric petrochemical companies face pressures from weak demand, low prices, and higher input costs.
- Olin has outperformed peers in a weak petrochemical cycle, supported by U.S.-centric sales, disciplined capital allocation, and investor flows, while Dow and Eastman struggled with tepid exports and margins.
- Tariffs boosted U.S. sales but hurt exports, and while the sector remains in a downcycle, Olin’s domestic focus and shareholder-friendly strategy have fueled a sharp stock rally.
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