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Arstechnica

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Apple will introduce Vision Air and smart glasses in 2027, analyst projects

  • Analyst Ming-Chi Kuo projects Apple to introduce new mixed reality devices in 2027 and 2028, focusing on head-mounted and smart glasses.
  • No new head-mounted devices expected from Apple in 2026; launches scheduled for 2027 and 2028, with a potential Vision Pro 2 in mid-2028.
  • Apple planning a 'Vision Air' product for Q3 2027, lighter than Vision Pro, featuring iPhone processor, and priced lower.
  • Apple also planning display-free 'Ray-Ban-like' glasses in Q2 2027, with core features like audio playback, camera, video recording, and AI sensing.

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Macdailynews

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World’s most valuable company Nvidia could be days away from record $4 trillion valuation

  • Nvidia, currently the world's most valuable company, is on track to become the first public company to reach a $4 trillion valuation.
  • Nvidia's market capitalization stands at $3.853 trillion, ahead of Microsoft and Apple.
  • The company's rapid growth saw it reach $1 trillion in June 2023, $2 trillion in 262 days, and $3 trillion in just 96 days.
  • With an average daily stock gain of 0.8% over the past month, Nvidia could surpass the $4 trillion mark within a few weeks. Its current S&P 500 weighting of 6.9% indicates its significant valuation impact.

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Teslarati

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Tesla investors will be shocked by Jim Cramer’s latest assessment

  • Analyst Jim Cramer, known for his changing opinions, has once again become bullish on Tesla stock.
  • Cramer's shift in sentiment is based on positive remarks from NVIDIA CEO Jensen Huang about Tesla and the recent Robotaxi fleet launch.
  • He believes Tesla is more than just a car company and defends the early rollout of the Robotaxi platform amidst media criticism.
  • Tesla aims to improve its self-driving technology and gradually remove safety measures in the coming months.

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Pcgamesn

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The Nvidia GeForce RTX 5070 Super specs just leaked, and they look loads better

  • Rumored Nvidia GeForce RTX 5070 Super specs have been leaked by a tech leaker, suggesting it to be a better option than the current RTX 5070.
  • The new GPU is rumored to have more VRAM and beefier GPU specs, including more CUDA cores.
  • The current RTX 5070 faced issues with VRAM availability during testing, making it fall short at times.
  • The AMD Radeon RX 9070, a competitor, is more expensive but generally more powerful, although it struggles with certain tasks like Doom's path tracing.

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Silicon

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OpenAI ‘Rents Google Chips’ For AI Inference

  • OpenAI has started renting Google’s Tensor Processing Unit (TPU) AI chips through Google Cloud infrastructure for AI inference, moving away from its previous reliance on Nvidia hardware.
  • Google is not providing OpenAI with access to its most powerful TPU chips, which are reserved for internal use, and OpenAI may potentially expand the use of Google's chips beyond inference to training.
  • This shift marks OpenAI's strategy to reduce reliance on Microsoft's Azure cloud infrastructure and diversify its computing infrastructure to meet the demands of its AI models.
  • The move is part of OpenAI's broader plan to transition into a for-profit public-benefit corporation, renegotiating its relationship with Microsoft and expanding its infrastructure with projects like Stargate AI data centre supported by Oracle and SoftBank.

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Siliconangle

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Inside Intel’s bid to rewire its destiny

  • Intel aims to clean up balance sheet, focus on engineering and products with new CEO.
  • Analysts highlight Intel's need to refocus on core products, innovate in AI, and partner wisely.
  • Decline in x86 revenues signals Intel's struggle amid competition, shift towards niche markets.

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Insider

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Just buy the dip: Brave investors have been rewarded during a turbulent first half of 2025

  • Buying the dip has been an effective strategy in 2025, rewarding traders who bought during sell-offs with the S&P 500 hitting record highs.
  • Despite market volatility, stocks like Tesla and Nvidia also saw successful recoveries after sharp declines, providing buying opportunities for investors.
  • Retail investors have played a significant role in dip-buying, capitalizing on market pullbacks and contributing to the market rally seen in the first half of 2025.
  • Positive geopolitical developments and factors like the TACO trade have further fueled the market's upward momentum, with stocks like Nvidia reaching record highs.

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Pcgamesn

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Want to play Doom The Dark Ages with path tracing? Don't buy an AMD Radeon GPU

  • AMD's latest GPUs struggle with path tracing in games like Doom The Dark Ages, falling behind Nvidia in performance.
  • Path tracing, a demanding type of ray tracing, enhances gaming graphics' realism but poses a challenge for AMD GPUs.
  • Despite AMD GPUs being able to run Doom The Dark Ages at good settings, path tracing performance is notably better on Nvidia cards.
  • While AMD's budget GPU can handle the game at up to 74fps, Nvidia retains the upper hand in path tracing capabilities.

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Medium

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7 Technology Trends That Will Reshape Our World by 2026

  • AI tools are advancing to perform multi-step tasks with minimal input, evolving from simple chatbots.
  • Spatial computing, driven by Apple Vision Pro and AR/VR advancements, is becoming more prevalent in daily life.
  • AI copilots are integrating into various productivity tools, from writing to data analysis, streamlining processes.
  • Technological advancements like AI in healthcare and genetics, quantum computing, and satellite-based internet are reshaping industries and daily experiences.

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Gizchina

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Nvidia’s AI-Driven Surge Could Push Market Value to $6 Trillion

  • Nvidia's stock price hit an all-time high of $3.77 trillion, with experts predicting its value could double in the future due to advancements in artificial intelligence.
  • Investment firm Loop Capital raised Nvidia's price target to $250, which could potentially push the company's market value to $6 trillion, placing it among the most valuable companies in history.
  • Analysts foresee significant growth in demand for high-performance computing and AI infrastructure investments, suggesting Nvidia stands to benefit from a potentially lucrative revenue stream.
  • Nvidia's projected success in the AI industry may lead it to become one of the first technology companies to surpass the $6 trillion valuation mark, highlighting its pivotal role in making AI technologies mainstream.

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Insider

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Jensen Huang's net worth is $135 billion. Here's how the Nvidia CEO built his fortune and spends his money.

  • Nvidia CEO Jensen Huang's net worth is $135 billion, landing him on Forbes' list of the world's top 10 wealthiest people in 2024.
  • Huang, who co-founded Nvidia in 1993, owns approximately 3.79% of the company's outstanding shares and received a total compensation package of $34.2 million for fiscal year 2024.
  • Despite not engaging in ostentatious spending, Huang owns real estate in California and Hawaii and is known for his leather jacket, including one retailing at $8,990.
  • Huang has also donated to philanthropic causes, establishing the Jen-Hsun and Lori Huang Foundation and supporting universities like Oregon State University, Stanford University, and the California College of the Arts.

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24 Likes

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Kotaku

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Monster Hunter Wilds' Next Big Update Promises New Content And More Fixes As Steam Rating Tanks

  • Monster Hunter Wilds' PC version faces challenges with performance and negative reviews.
  • New major update promises new monsters, big quality-of-life changes, and more fixes.
  • Players await performance improvements with adjustments to VRAM, DLSS4, and FSR4 support.

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Insider

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The 'TAMPON' trade is a new Big Tech investment idea. How did it perform against ChatGPT's stock-picking abilities?

  • In response to US bombing Iran, ChatGPT's Deep Research tool predicted a global "risk-off" reaction, recommending trades to make money from June 23 to June 26.
  • ChatGPT advised buying Lockheed Martin and Exxon Mobil due to expected benefits from increased military tensions and higher oil prices, respectively.
  • It also recommended buying gold and shorting Delta Air Lines and the S&P 500 to profit from geopolitical uncertainties.
  • However, ChatGPT's predictions did not perform well as Lockheed, Exxon, gold, Delta Air Lines, and the S&P 500 all moved in the opposite direction. In comparison, tech analyst Dan Ives's TAMPON trade, including Tesla, Amazon, Microsoft, Palantir, Oracle, and Nvidia, outperformed ChatGPT in the same period.

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Insider

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'It's more likely they'll lose money': One strategist on why he's bearish on the AI trade

  • AI hype is strong in markets, but BCA Research's Peter Berezin is bearish due to high costs and competition hindering monetization despite potential gains.
  • Investors have poured billions into AI infrastructure, including Nvidia hitting all-time high valuations, but Berezin believes they may not see a profitable return.
  • Competition in AI market leads to slim monetization opportunities, with AI possibly following low-margin business models of other industries.
  • Berezin warns that AI industry could end up with lower margins as productivity gains from AI adoption may lead to increased competition and lower prices without higher profits.

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Insider

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From podcasts to fatherhood, here's how CEOs are using AI

  • CEOs like Tim Cook and Jensen Huang are integrating AI technologies in their daily routines.
  • Nvidia's Jensen Huang uses AI as a tutor to learn new concepts daily.
  • Apple's Tim Cook saves time by using AI to summarize long emails efficiently.
  • CEOs are finding creative ways to use AI in personal and professional life.
  • The AI market is projected to grow significantly, impacting various sectors worldwide.

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