C3.ai, Inc. (AI) Stock News

AMD and Arm Holdings are both positioned to benefit from growing AI CPU demand, particularly in inference and agentic AI workloads. AMD's EPYC CPUs are already seeing strong adoption with 57% data center revenue growth and expectations for 70%+ year-over-year server CPU growth. Arm is expanding beyond licensing into finished chips with its AGI CPU, backed by over $2 billion in customer demand. However, both stocks trade at premium valuations (AMD at 75x and Arm at 179x forward earnings). AMD appears more attractive for near-term revenue visibility, while Arm offers longer-term platform potential with higher execution risk.

Goldman Sachs warns that major tech companies' massive $770 billion AI capital expenditure in 2026 could significantly harm profitability. The spending is transforming asset-light hyperscalers into capital-intensive enterprises, with depreciation costs expected to rise from 7% to 12% of revenues by 2027. This will compress profit margins and reduce Return on Equity by an average of 700 basis points for the seven largest tech stocks. However, strong Q1 earnings showing AI monetization success provides some optimism for long-term returns.

SRx Health Solutions has completed its acquisition of EMJ Crypto Technologies (EMJX) and rebranded as SRX Global Inc. The company is launching an AI-driven platform strategy focused on capital allocation into high-conviction operating companies and assets. The merged entity will be led by Kent Cunningham as CEO and Eric Jackson as President and Head of Asset Management, with initial investments in companies including Astro Capital, Opendoor Technologies, Uber Technologies, and Optimi Health Corp.

Advanced Micro Devices (AMD) has made a major development that could significantly shift the AI investment landscape. The article references AMD's recent acquisition and discusses its implications for AI chip stocks, with AMD stock up 149% year-to-date as of June 2026.

SpaceX's historic IPO raised $85.7 billion and valued the company at over $2.5 trillion, significantly exceeding its previous private valuation of $1.5 trillion. The strong market reception suggests investor appetite for transformative technology companies. This precedent indicates that OpenAI and Anthropic, both approaching $1 trillion private valuations and planning IPOs, are likely to see their valuations sustained or exceed private market levels upon going public.

ABI Research forecasts TinyML AI chipset shipments will reach 4.1 billion units by 2031 with revenue exceeding $7.8 billion, growing at 37% CAGR. NPUs show fastest growth at 90% CAGR while MCUs lead the segment. Asia-Pacific will exceed 721 million shipments. Premium smartphones remain resilient while mid-to-low-priced models face pressure from higher DRAM costs. Heterogeneous SoC architectures gain traction as vendors optimize AI workloads across CPUs, GPUs, and NPUs.

Yann LeCun's comments renew a long-running spat with Musk and cast doubt over valuations of some of the world's biggest AI companies.

Aurora Mobile Limited announced a business partnership with AI Storm Co., Ltd. to advance AI-powered customer operations in Japan. The collaboration includes launching implementation and verification projects for Aurora Mobile's flagship products EngageLab and GPTBots.ai within AI Storm's subsidiary Nippon Telesystem Co., Ltd. The partnership aims to help Japanese enterprises improve operational efficiency and enhance customer experience through practical AI applications.

Tower Semiconductor Ltd (NASDAQ: TSEM ) shares are up during Thursday’s session. The company recently announced that it shipped over five million coherent photonic integrated circuits (PICs) to Marvell Technology, Inc. (NASDAQ: MRVL ) This partnership highlights Tower’s commitment to advancing next-generation coherent technologies, which could further enhance its market position. TSEM And Marvell Hit Coherent Photonics Shipping Milestone These high-performance components support AI-driven data center interconnect networks by addressing growing demands for bandwidth and efficiency. Coherent PICs are highly complex devices that control not only light intensity but also its phase and polarization, requiring much more stringent design and manufacturing standards than traditional direct-detect chips. This is aimed at meeting the increasing demands for bandwidth and efficiency in AI-driven data center interconnect networks. During the first quarter earnings release, the company said that AI-driven demand , long-term customer agreements and growing silicon photonics production remain major growth catalysts for stronger-than-expected results. The CEO expects silicon photonics capacity to increase fivefold from fourth-quarter 2025 levels by the end of 2026, driven by increased investment. InP Epiwafer Supply Deal This week, Tower Semiconductor disclosed a multi-year silicon photonics expansion deal with IQE plc . The deal entails supplying Indium Phosphide (InP) epiwafers and aims to enhance Tower's capabilities in next-generation optical technologies critical to AI-driven ... Full story available on Benzinga.com

Wall Street bank Goldman Sachs has issued a warning for tech titans like Amazon.com Inc. (NASDAQ: AMZN ) and Microsoft Corp. (NASDAQ: MSFT ) , noting that their Return on Equity (ROE) faces severe downward pressure as massive artificial intelligence capital expenditures trigger escalating “depreciation expenses.” The Cost Of The Capex Boom According to Goldman’s portfolio strategy report, the physical footprint required to support massive AI workloads is rapidly forcing these historically asset-light hyperscalers to become capital-intensive enterprises. Consensus estimates show that AI hyperscalers—including Amazon, Microsoft, Alphabet Inc. (NASDAQ: GOOG ) (NASDAQ: GOOGL ) , Meta Platforms Inc. (NASDAQ: META ) , and Oracle Corp. (NYSE: ORCL ) —are projected to spend an unprecedented $770 billion on capex in 2026, a sum equivalent to 100% of their collective cash flows from operations. Goldman Sachs highlights that this explosive spending has caused tech leaders to grow significantly in “asset intensity,” resulting in steadily declining sales-to-asset turnover since the start of the AI boom. During the next few years, rising hyperscaler depreciation costs will aggressively eat into profit margins. Specifically, analyst estimates imply that depreciation and amortization will climb from just 7% of hyperscaler revenues in 2022 to a staggering 12% by 2027. Full story available on Benzinga.com

Zalando, Europe's largest online retailer with 62 million active users, has adopted Hopsworks, a European AI platform, to power its personalized AI services. Hopsworks, founded in Europe, positions itself as a competitive alternative to US-based data and AI giants, offering a unified platform for building batch, real-time, and LLM-powered AI systems with emphasis on data sovereignty and regulatory compliance.

Four European entities have formed a strategic partnership to develop and deploy sovereign AI inference chips in Europe. VSORA's Jotunn8 processor will be integrated into Scaleway's cloud infrastructure with ZML's software layer, supported by the Île-de-France Region, aiming to reduce Europe's dependence on imported advanced AI chips and establish a competitive European AI semiconductor ecosystem.

Rosen Law Firm announces a securities class action lawsuit against SES AI Corporation (NYSE: SES) for investors who purchased securities between January 29, 2025 and March 4, 2026. The lawsuit alleges that defendants made false statements regarding business prospects, inflated revenue expectations, created artificial revenue through circular transactions, and concealed significant logistical constraints affecting Q4 2025 results. The deadline to join the class action is June 26, 2026.

Fortude has upgraded its Fortest regression testing platform with AI-powered capabilities to support Infor CloudSuite and Microsoft Dynamics 365. The enhancement enables automatic test script generation, self-healing tests, and AI-powered release analysis, helping global companies achieve 90% testing accuracy and reduce scripting time from 12 hours to 15 minutes.

Rosen Law Firm has filed a securities class action lawsuit against SES AI Corporation, alleging the company made materially false and misleading statements about business prospects, overstated deal results, created artificial revenue through circular transactions, and failed to disclose material logistics constraints affecting 2025-2026 revenues. Investors with losses exceeding $100K are encouraged to join the class action before the June 26, 2026 deadline.

AI/R, a technology company specializing in Agentic AI, has joined The Climate Pledge, committing to achieve carbon neutrality by 2040. The company has already achieved carbon neutrality in scopes 1 and 2 in 2024 and plans to expand its sustainability efforts across its entire value chain through increased renewable energy use, efficient cloud resource management, and optimized system architectures.

Dstillery announced availability of its predictive AI-powered audiences on Microsoft Advertising's Media Marketplace as a launch partner. The platform enables advertisers to discover and activate curated omnichannel media packages across 30+ DSPs and 1,400 direct publishers in nearly 200 countries. Additionally, Dstillery appointed Evan Hills as Chief Operating Officer.

SpaceX's record $1.77 trillion IPO on June 12 is drawing investor capital away from AI stocks. The article argues SpaceX's 139x revenue valuation is unsustainably high for an unprofitable company, and predicts its eventual decline could trigger a rotation back to AI leaders like Nvidia and Broadcom. Recent declines in major AI stocks suggest investors are taking profits to fund SpaceX purchases. The outcome will also influence upcoming IPOs from OpenAI and Anthropic.

Penguin Solutions has tripled year-to-date despite reporting a 6% revenue decline, driven by strong growth in its integrated memory segment (63% YoY). The company is pivoting toward AI data center memory optimization, positioning itself to benefit from the forecasted 30.6% CAGR in the AI market through 2033. While smaller than competitors like Micron and Sandisk, Penguin Solutions' focused strategy on high-growth memory solutions suggests significant long-term potential.

Applied Materials launched SENZ, an integrated ambient visual platform for AI-powered smart glasses that combines waveguide optics and light engine technology. The company also signed a long-term joint development agreement with EssilorLuxottica to advance next-generation intelligent optical systems for AR and AI-powered smart eyewear. AMAT shares rose 7.58% to $611.30 on the announcement.

Digital Realty announced the availability of ServiceFabric® Model Context Protocol (MCP), an open protocol that makes infrastructure programmable for Private AI environments across its 800+ global data centers. The platform provides AI-native control surfaces for design, provisioning, discovery, security, and operations integration, enabling enterprises to deploy and manage AI infrastructure at scale without vendor lock-in.

AMD's stock has surged 149% year-to-date with Q1 2026 revenue reaching $10.3 billion (up 38% YoY) and data center revenue at $5.8 billion (up 57% YoY). The company guided for Q2 2026 revenue of $11.2 billion (46% YoY growth) and is preparing to launch MI450 AI chips with major customer commitments from OpenAI and Meta. Despite the stock's significant gains, the company's strong earnings growth and expanding AI market share suggest further upside potential for long-term investors.

JPMorgan's David Kelly states the current environment is excellent for stocks despite inflation concerns, citing AI spending and resilient consumption as key drivers. He warns of concentration risk in the market, particularly in AI-related sectors, and suggests the next bear market could center on the most hyped sector. JPMorgan Asset Management recommends diversifying into defensive alternatives like real estate, transportation, and infrastructure.

Leaked audited financials reveal OpenAI's operating losses surged 138% to nearly $21 billion in 2025, despite revenue growing 253% to $13.07 billion. R&D spending more than doubled to $19.18 billion and sales/marketing grew fivefold to $5.73 billion. The company is not expected to turn a profit until at least 2030 and faces challenges ahead of its planned IPO as competitors like Anthropic approach profitability.

Our Bond (NASDAQ: OBAI) stock surged 19.81% in premarket trading after securing a government-funded contract expected to generate over $3 million in annual recurring revenue, representing a 30% increase to the company's revenue base. The company also strengthened its balance sheet by converting $3.3 million in debt to equity at a 200% premium and deferring $1 million in debt repayments.

Novo Nordisk A/S (NYSE: NVO ) is investigating claims by cyber extortion group FulcrumSec , which alleges it stole more than a terabyte of data from the pharmaceutical company and is considering selling portions of the information after an unsuccessful $25 million ransom demand. FulcrumSec Claims Months-Long Access To Company Systems Citing a message posted by FulcrumSec on Tuesday, Reuters reported that the group spent more than two months inside Novo Nordisk’s networks collecting data. The hackers claimed the stolen information includes source code, proprietary details related to marketed and unreleased drugs, clinical trial information, employee, physician, and patient data, details concerning production facilities, and information tied to the company’s internal artificial intelligence models. data-variant="card" data-news-mode="manual" > Read Also: iRhythm Investigates Cyber Incident After Hackers Claim Access To ... Full story available on Benzinga.com

Applied Materials Inc. (NASDAQ: AMAT ) shares are trading higher on Wednesday after the company unveiled its new SENZ platform. It integrates various visual components for next-generation smart glasses, addressing challenges in the fragmented smart glasses market. This news comes during a day when the broader technology sector is also performing well, with the Technology Select Sector SPDR Fund (NYSE: XLK ) gaining about 1.38%. data-variant="banner" data-news-mode="manual" > Read Also: Applied Materials Bets $500 Million On Singapore As AI Chip Demand Grows Unveils SENZ Platform For AI Smart Glasses Applied Materials has launched SENZ, an integrated ambient visual platform designed for AI-powered smart glasses, combining waveguide optics, light engine, and other technologies into a single system. This innovation aims to streamline manufacturing processes and enhance product design flexibility, which could significantly reduce time-to-market for brand partners. Apart from this, to strengthen its foothold in the smart glasses market, Applied Materials signed a deal with a major eyewear company, too.  Partnership With EssilorLuxottica  On Tuesday, ... Full story available on Benzinga.com

DoubleVerify launched DV Neura, an AI-powered cognitive engine that integrates intelligence and execution across its media verification platform. The system features Insight and Activation Agents that connect to popular AI tools like Claude, with capabilities for content classification, fraud detection, and autonomous campaign optimization. DV has increased content classification output by 300x and blocked over 500 million impressions from low-quality AI content this year.

Intrado announced a portfolio of AI-enabled and cloud-native emergency communications solutions designed to help PSAPs modernize operations. The offerings include VIPER NextGen (unified cloud-native call handling), VIPER Answer (AI-powered non-emergency call automation), and VIPER NextGen Cloud Backup (resiliency and continuity solution). These solutions aim to address increasing call volumes, staffing shortages, and cybersecurity concerns while supporting NG9-1-1 modernization initiatives.

JPMorgan Chase & Co. 's (NYSE: JPM ) asset-management arm advised investors to stay invested in stocks and other higher-risk assets in the second half of 2026, amid an AI boom and resilient consumption, despite persistent inflationary pressure. David Kelly , chief global strategist at JPMAM, told Bloomberg on Wednesday, "The good news in terms of baseline forecast is we think the economy will strengthen in the middle of the year." He attributed that strength partly to income tax refunds and stimulus checks from Washington, besides AI spending.  However, Kelly predicted that the Democrats could take control of the House after the mid-term elections, raising questions on the potential stimulus checks in 2027. "It's an OK economy for Americans; it's a great economy for the stock market," he stated, while adding, "We're not forecasting recession…The wealth effect and the AI boom keep us going." Kelly stated that the U.S. is in the fourth year of a very strong bull market, but warned of high “concentration risk.” The strategist stated that the next bear market could be centered ... Full story available on Benzinga.com