Today's trail

Microsoft opens Imagine Cup to startups, and the new rules show how its AI strategy has changed

Binance Says Fake Job Interview, Compromised AI Tools Led to $6.3 Billion Hack

Super Micro Climbs 4% Ahead of Earnings as AI Server Stocks Bounce; Hewlett Packard Enterprise Rallies 6%, Dell Gains 5%

AI server stocks are staging a comeback, but Super Micro faces an earnings report that must answer hard questions about shrinking margins, export control legal trouble, and whether a record order backlog can actually translate into profit.

OMP Extends UnisonIQ with Agent Library and Agent Studio: AI Agents that Produce Executable Supply Chain Plans

Bekaert already uses AI agents alongside the optimization engines in Unison Planning™ to speed up decisions and advance

Robotics startups need data: GenRobot AI raises Series A+

GenRobot AI closed a $100M Series A+ to supply robot training data. Here is the founder lesson hiding inside the round. The post Robotics Startups Need Data: GenRobot AI Raises Series A+ appeared first on Under30CEO.

Synopsys: AI And IP Opportunities Need Time To Deliver

Current growth is driven mainly by the Ansys acquisition; AI/IP contributions are expected to be gradual, with royalties not materializing until 2028. SNPS faces capex risks from hyperscalers, elevated net debt ($7.23B), and limited impact from buybacks due to high share-based compensation.

Micron or Nvidia: If I could only buy and hold one of these artificial intelligence (AI) chip stocks for the next 5 years, it would be this one

Micron and Nvidia both have compelling tailwinds as investments in artificial intelligence (AI) infrastructure accelerate.

Marvell To Buy Lumentum For $115 Billion As AI Data Centers Move To Optics

Marvell is paying in stock for Lumentum's lasers. Lumentum shareholders will receive 4.5 Marvell shares per share owned, representing a 23.9% premium before talks leaked.

Scottsdale's Onsemi Agrees to Acquire AI Chip Startup Ferric for $600M, Eyes $3B Target

The companies expect the deal to close by the end of the year, subject to what onsemi described as customary closing conditions. Onsemi said it entered into an agreement to acquire Ferric as part of a broader push into power delivery for next-generation AI processors,

Binance says attacker used compromised computer and internal AI tool to control wallets

Apple has unveiled the revolutionary Spatial Reframing feature in the Photos app with iOS 27. This AI-powered tool allows users to change the capture angle and rotate photos with a single touch to make them look as if they were taken from completely different angles, while intelligently generating missing parts to make the photo look natural. Although it is still in its beta stage and shows some strange facial bugs, it promises a qualitative leap in the world of visual editing.