See the full story in the original article.
Read the original on Yahoo Finance ↗
Related news
- Tesla Just Launched the Cybercab in Austin. Here's How Many People Can Actually Hail One.
Tesla launched the Cybercab, a two-seat autonomous vehicle with no steering wheel, accelerator, or brake pedal, for commercial service in Austin on September 4. As of October 10, Tesla had 739 autonomous vehicles registered in Texas, including 420 Model Y and 319 Cybercabs, up sharply from 420 vehicles (45 Cybercabs) on September 4. According to RobotaxiTracker, 277 vehicles are actually in service in Austin, including 107 Cybercabs, a fleet in the same range as Waymo's more than 300 vehicles. Cybercabs make up 39% of the registered fleet but only about 11% of the 531 reported rides. Tesla's service runs from 6 a.m. to 11 p.m., while Waymo operates 24/7 through the Uber app, and the article says the key metrics to watch are in-service vehicles and actual rides.
- As Personal AI Agents Take Off, DeepLumen Helps Merchants Turn AI into a New Sales Channel
According to a DeepLumen press release, Agentic Page has been installed by nearly 2,000 Shopify merchants, almost double the 1,000-merchant milestone announced in August. The product makes commercial information such as pricing, inventory and policies accessible to AI systems and tracks orders attributed to AI referrals, with some merchants receiving their first AI-attributed order within 24 hours of going live. The article cites Meta's Muse, which can make purchases with user approval and has expanded connections to Shopify's catalog, Shop Pay and PayPal. Agentic Page is free to install through the Shopify App Store, and DeepLumen charges an agreed commission only on attributable AI orders. The company says it plans to introduce products for WooCommerce, Amazon and independent commerce sites.
- Can Navitas Semiconductor (NVTS) Turn NVIDIA-Aligned 800V AI Power Designs Into Durable Competitive Advantage?
Navitas Semiconductor announced in early October 2026 a 24 kW, 800 V-to-12 V GaNFast power board developed with NVIDIA, targeting 97% efficiency for AI data-center racks through a single-stage design. The article views it as a near-term catalyst but notes it does not reduce risks from ongoing losses and shareholder dilution. Its narrative projects $143.2 million in revenue and $24.0 million in earnings by 2029, requiring 52.3% yearly revenue growth from current earnings of -$133.9 million and implying a $14.46 fair value. The lowest analyst estimates, by contrast, model only about US$123.6 million in revenue by 2029.
- Can Coupang (CPNG) Turn Customer Retention Into Margin Expansion?
Coupang (NYSE:CPNG) grew retail revenue 8% in constant currency in Q2, up from 5% in Q1, yet adjusted EBITDA was only $163 million on about $8.9 billion of revenue. Despite a data breach affecting roughly 33 million accounts, active retail customers rose to 24.7 million and revenue per active customer climbed 5% to $321. The Developing Offerings segment, including Eats, Play and Farfetch, brought in about $1.4 billion, up 24%, but still posted a $219 million adjusted EBITDA loss. Margins are the main concern: gross margin fell to 28.2%, retail adjusted EBITDA margin dropped to 5.1%, and trailing free cash flow shrank to $105 million. At 69.44 times forward earnings, the stock's valuation depends on margins recovering.
- Can Cerebras (CBRS) Turn Its $25.4B Backlog Into High-Margin Growth?
Cerebras (NASDAQ:CBRS) holds $25.4 billion in contracted future revenue, yet its shares fell to a post-IPO low amid worries about Nvidia competition and early insider shares coming out of lockup. Second-quarter core revenue rose 103% to $209.9 million, while GAAP revenue rose 74% to $180.1 million. GAAP cloud and services revenue jumped 281% to $126.0 million, while GAAP hardware revenue fell to $54.1 million from $70.3 million. Management raised its full-year core revenue outlook to $880 million to $890 million and reported a core gross margin of 40.6%. The article warns that significant customers including OpenAI, G42, Mohamed bin Zayed University of AI and AWS mean one purchasing decision could significantly affect the thesis.
- OpenAI bugging suspect booked one-way ticket to Saudi Arabia with family before arrest
Federal prosecutors say Abdulrahman Alfozan, a Saudi national charged with secretly installing a recording device in an OpenAI executive conference room, booked a one-way ticket from San Francisco to Saudi Arabia for himself, his wife and another family member before his arrest. The filing, dated Oct. 8, asked to seal the complaint because prosecutors feared he could flee if he learned of the case; he was arrested Oct. 9 and remains detained. Alfozan, 35, is a venture partner at Saudi firm Raed Ventures, which lists him as OpenAI's Engineering Lead. OpenAI fired him this month, saying it has no indication he accessed model weights, source code or customer data, and declined to say whether it knew of his role at the Saudi firm. If convicted, he faces up to five years in prison and a $250,000 fine, though he is not charged with corporate espionage or trade secret theft.
Related markets
Latest news
- One of this year's most important relationships in global financial markets is falling apart
One of the most important relationships in global markets has started to unravel over the past couple of weeks. Investors are scrambling to work out what it could mean for the economy and their portfolios.
- 2 High-Flying Dividend Stocks to Buy and Hold for a Decade
The article argues healthcare is rebounding in 2026, with Merck (MRK) shares up 39% and AbbVie (ABBV) up 24% year to date, versus about 12% for the S&P 500. Merck's second-quarter revenue rose 5% to $16.6 billion, beating estimates, with Keytruda sales of $8.4 billion, though Keytruda may lose patent exclusivity by 2028. AbbVie's second-quarter revenue grew 10.2% to nearly $17 billion and adjusted EPS rose 22.9% to $3.65, driven by Skyrizi and Rinvoq sales growing about 24%. AbbVie is on a streak of 54 consecutive annual dividend increases, including its time as part of Abbott Laboratories, qualifying it as a Dividend King. The author concludes both are attractive long-term holdings based on financial results, pipelines, and dividends.
- Nvidia (NVDA) Stock Price Lags Massive Earnings Growth—A Compelling Value Opportunity
Munro Partners' Munro Global Growth Fund posted a -12.6% net return in Q3 2026, trailing the MAET.ASX return of -13.8%, with long holdings the main detractors. The fund's letter named NVIDIA (NASDAQ:NVDA) its largest contributor, citing strong earnings growth and guidance for at least 70% revenue growth next fiscal year, versus consensus of 45%. Nvidia reported quarterly revenue of USD96.2bn in August, up 106% year on year, and management said growth would have been closer to 100% without supply constraints. As of October 12, 2026, NVDA closed at $214.13, down 4.23% over the past month and up 19.23% over the past year, with a $5.16 trillion market cap and a 52-week range of $164.27 to $243.37. The fund says demand for semiconductors and AI remains strong, creating a constructive setup as capex and political fears are now priced in.
- Better Artificial Intelligence Stock for 2026: C3.ai vs. SentinelOne
The article compares C3.ai, which sells enterprise AI applications, with SentinelOne, which provides AI-powered autonomous cybersecurity. In fiscal 2026 (ended April 30), C3.ai's revenue was nearly $250.3 million, down 35.7%, with a net loss of $470.4 million and negative free cash flow of $190.7 million. SentinelOne's fiscal 2026 (ended January 31) revenue reached $1.0 billion, up 21.9%, with a net loss of $450.7 million and free cash flow of about $75.9 million, though stock-based compensation equaled roughly 388.4% of operating cash flow. The article cites C3.ai's restructuring plan from February 2026 and long government sales cycles as risks, and SentinelOne's competition from larger vendors and reliance on Amazon hosting. It says SentinelOne trades at a lower valuation relative to sales, while C3.ai has no future earnings estimates.
- Salazar Resources to Begin Drilling the Yumi Gold-Silver Veins at Tarqui, with Porphyry Drilling Planned at Monja, Ecuador
Salazar Resources closed a $3,500,000 non-brokered private placement announced on October 8, 2026, and outlined its exploration plan. Phase 1 is about 1,500 metres of drilling in five holes at the Yumi gold-silver veins on its 100%-owned Tarqui project, with drilling expected to begin in late October 2026, and the veins have not previously been drilled. Selective rock-chip samples returned 105 g/t Au and 1,038 g/t Ag, and historical BHP holes intersected porphyry-style mineralization nearby, which the company interprets as lying on the periphery of a porphyry center not yet located. Phase 2 contemplates up to about 3,500 metres of drilling in four holes at the 100%-owned Monja copper-gold porphyry target from the first quarter of 2027, subject to surface access and permits. A soil survey of about 895 samples is also planned at Quimi, part of the Tarqui-Quimi project.
- Musk: AI’s Hard Part Is “Scaling Power”: 3 Stocks Uniquely Suited to Win This New Bottleneck Trade
Microsoft said it will scale its Maia chips to multi-gigawatt deployments starting next calendar year, and Elon Musk said scaling power is the hard part of AI. The article argues power is an input that chip and app companies cannot copy quickly, which favors Vistra (VST), Constellation Energy (CEG) and GE Vernova (GEV). Vistra has lost nearly a fifth of its value over the past year even though its adjusted EBITDA rose to $5.91 billion, while Constellation's normalized EPS is expected to reach $13.29 in fiscal 2027. GE Vernova's revenue is expected to reach $60.7 billion by fiscal 2028, and Jefferies has a $298 price target on Vistra. The article warns that all three stocks could move with the mood around AI, regardless of their results.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.