2+ hour, 38+ min ago  (695+ words) Xencor NASDAQ: XNCR used a webcast during Digestive Disease Week 2026 to highlight Phase I results for its TL1 A-targeting monoclonal antibody Xm Ab942 and to outline preclinical data supporting Xm Ab412, a bispecific antibody designed to inhibit both TL1 A and IL-23p19. Charles Liles, Xencor's…...

1+ week, 4+ day ago  (318+ words) Google Cloud executives and developer advocates used a marathon-planning simulation set in Las Vegas to demonstrate how Alphabet NASDAQ: GOOG is positioning its Gemini Enterprise Agent Platform for building "production-ready agents," including tooling for development, runtime scaling, governance, observability, and…...

4+ week, 5+ hour ago  (672+ words) Grab NASDAQ: GRAB used its Grab X 2026 event in Jakarta to unveil a slate of new consumer and merchant features built around what the company calls its "Grab Intelligence Layer," positioning the super app as an "everyday guide" powered by…...

1+ mon, 6+ day ago  (26+ words) D-Wave Quantum is already a highly speculative play in the quantum computing industry, but QBTX amplifies that risk'as well as the potential for rewards....

1+ mon, 1+ week ago  (487+ words) Keilaf contrasted "Digital AI'models trained on text or images to generate contentwith "Physical AI, which he described as AI applied to unstructured real-world environments where systems must interpret surroundings and make decisions amid uncertainty. He said autonomous driving was the…...

1+ mon, 1+ week ago  (551+ words) Astera Labs NASDAQ: ALAB executives and a Roth analyst outlined how fast-changing AI infrastructure is driving demand for higher-speed, longer-reach connectivity solutions, while also expanding the company's product footprint beyond its early focus on PCI Express retimers. During the discussion,…...

1+ mon, 2+ week ago  (494+ words) Mc Kinnon said Okta introduced Okta for AI Agents in November and called it the company's "most important product ever," citing what he described as unusually strong market response. He said Okta has held "hundreds and hundreds" of meetings about…...

1+ mon, 2+ week ago  (566+ words) Huang said GTC marked the 20th anniversary of CUDA, which he described as foundational to NVIDIA's strategy and installed base. He argued that CUDA's growth created a reinforcing cycle: a large installed base attracts developers, developers create new algorithms and breakthroughs,…...

1+ mon, 4+ week ago  (782+ words) Mc Bee said Core Weave's demand has expanded beyond the "starting cohort" of AI labs beginning in 2022, first reaching hyperscaler cloud clients and more recently accelerating within the enterprise segment. He pointed to the pace of enterprise adoption as "truly…...

1+ mon, 4+ week ago  (628+ words) Devgan framed current AI development as a stack in which "AI at the top" runs on a middle layer of scientific and physics-based modeling, supported by compute and data at the bottom. He argued this combination is necessary across industries,…...