Infrastructure Investment Needed for AI to Scale, SambaNova Systems CEO Liang Says
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
12 minutes ago
- Yahoo
Pear Protocol Goes Live with Hyperliquid Integration and Announces $4.1M Strategic Round Led by Castle Island Ventures
London, UK, July 28th, 2025, ChainwirePear Protocol, the premier pair trading platform in crypto, has officially launched its native integration with Hyperliquid, unlocking seamless pair trading on top of the Hyperliquid perpetual orderbook. This launch coincides with the closing of a $4.1M strategic funding round led by Castle Island Ventures, with participation from Compound VC, Florin Digital and Sigil Fund. The raise comes as Pear Protocol nears $1BN in trading volume, powering over 4,000 traders with daily volumes in beta already above $5M+. 'Hyperliquid is where the best traders are, and Pear now provides the best way to pair trade on top of that liquidity,' said Huf, Founder of Pear Protocol. 'This round marks a turning point - our investors deeply understand the space, and together we're going full throttle on execution.' What This Means for Users With the Hyperliquid integration now live, traders on Pear can enjoy: Continued eligibility for any Hyperliquid Season 3 points and HyPear Points, converting into claimable $HYPE One-click entry and exit across both legs of a pair trade Limit and TWAP execution on the ratio, optimising entry and exits TP/SL logic based on the ratio for superior risk management Direct ratio charting, net funding differentials, and custom pair weighting tools Pear makes advanced strategies simple, mobile-friendly, and capital-efficient - whether you're trading HYPE/SOL or building custom ETH/BTC trades with beta-weighted logic. Strategic Use of Funds The new capital will be deployed to: Expand Pear's institutional-grade product suite Launch vaults and APIs on HyperEVM Re-launch their spot token with deeper liquidity on Hyperliquid's Spot Orderbook Accelerate user growth and talent acquisition Position Pear for long-term sustainability – including optional protocol buybacks and new revenue lines This round strategically aligns Pear Protocol with some of the most respected players in crypto venture, each bringing ecosystem reach, product insight, and long-term conviction. 'We believe Pear is building trading infrastructure for the next wave of DeFi-native professionals,' said Wyatt Khosrowshahi, Investor at Castle Island Ventures. 'They're connecting deep crypto-native liquidity with intuitive UX, timely education, and novel execution.' About Pear Protocol Pear Protocol is the leading DeFi-native pair trading terminal, enabling users to trade one token against another with high capital efficiency. With integrations across major venues including Hyperliquid, GMX and SYMMIO, Pear serves both professional retail and institutional users. Learn more at Users can follow Pear Protocol's Twitter (@pear_protocol) account for more Protocolhuf@ pear_protocol Permalink | © Copyright 2025 All rights reserved
Yahoo
12 minutes ago
- Yahoo
Alphabet's Legal Woes May Create Buying Opportunity: Analyst
Alphabet (NASDAQ:GOOGL) (NASDAQ:GOOG) is navigating a pivotal period marked by accelerating business fundamentals, robust advertising performance, and strong leadership in AI and cloud computing, even as a critical antitrust ruling looms. The upcoming decision from Judge Amit Mehta in the U.S. Department of Justice's search antitrust case, expected by August 8, 2025, could reshape the company's operational landscape, though the long-term implications are viewed as manageable. Despite the shadow of regulatory uncertainty, Alphabet's core growth engines and aggressive AI initiatives signal sustained strength, as underscored by J.P. Morgan analyst Doug Monday, Anmuth reiterated an Overweight rating on Alphabet with a price forecast of $232, citing accelerating fundamentals, resilient advertising performance, and the company's long-term leadership in both artificial intelligence and cloud computing. Anmuth supported the rerating by the company's accelerating fundamentals, resilient advertising performance, and long-term leadership in artificial intelligence and cloud computing. While regulatory uncertainty continues to dominate investor sentiment, particularly surrounding the U.S. Department of Justice's ongoing antitrust case over Alphabet's search business, the analyst believes the risks are manageable and potentially over-discounted in the stock's valuation. He noted that investor attention is now centered on Judge Amit Mehta's upcoming decision on remedies in the search antitrust case, which is expected no later than August 8, 2025. While the exact nature of the remedy remains unclear, Anmuth believes the most likely outcome would involve a prohibition on exclusionary practices and exclusive preloading of Google Search across major access points such as Apple (NASDAQ:AAPL) devices, Android smartphones, third-party browsers, and Chrome in the United States. More punitive measures, such as banning all distribution payments, forcing a Chrome divestiture, restricting AI programs, or enforcing extended remedy durations, are considered less probable but remain on the table, per the analyst. Regardless of the outcome, Alphabet is expected to appeal both the August 2024 monopoly ruling and any associated remedies, potentially extending the regulatory process by 1.5 to 2.5 years based on historical precedent, such as the Microsoft (NASDAQ:MSFT) case, he noted. From a financial perspective, Anmuth projects that Alphabet could face a 5% to 10% headwind to GAAP EPS in 2026 if stricter remedies are enforced. The most exposed segments include U.S. Search & Other revenue, which the analyst estimates will reach $86 billion in 2026, accounting for roughly 78% of Alphabet's U.S. S&O segment, 35% of global S&O revenue, and 19% of total company revenue. He noted that related U.S. traffic acquisition costs (TAC) are expected to total $20 billion, or 18% of domestic S&O (Sales & Operations) revenue. Despite these risks, Anmuth considers Alphabet's second quarter a defining moment for the stock. He noted that Google Cloud revenue grew 32% year-over-year, significantly accelerating, while Search & Other revenue rose 11% excluding foreign exchange impacts. Excluding legal fees and one-time settlement costs, the company's operating margin expanded by approximately 150 basis points year-over-year, reflecting continued efficiency even amid a surge in AI-related capital expenditures, as per the analyst. Valuation remains a strong point, Anmuth noted. Alphabet shares are trading at roughly 18.3 times 2026 GAAP EPS and 16.3 times 2027 EPS, which the analyst sees as attractive given the company's growth prospects. For 2027, the analyst projects GAAP EPS of $11.89, which supports the firm's $232 price forecast based on a 19.5x multiple. Alphabet is ranked as the analyst's second-highest conviction pick behind (NASDAQ:AMZN), driven by several key tailwinds: sustained leadership in AI and generative search transition, healthy growth in core ad businesses such as Search and YouTube, accelerating demand and capacity expansion in Google Cloud, and improving margin performance despite increased capex and depreciation, he said. Ultimately, while the legal overhang introduces short-term uncertainty, Anmuth argues that Alphabet remains one of the strongest long-term opportunities in large-cap tech. Any remedy-driven weakness in the stock could offer investors a compelling entry point, especially if the final ruling proves less punitive than feared, as per the analyst. Price Action: GOOGL stock is down 0.74% at $191.71 at last check on Monday. Image via Shutterstock Latest Ratings for GOOGL Date Firm Action From To Feb 2022 MKM Partners Maintains Buy Feb 2022 Mizuho Maintains Buy Feb 2022 Piper Sandler Maintains Overweight View More Analyst Ratings for GOOGL View the Latest Analyst Ratings Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market. Get the latest stock analysis from Benzinga? ALPHABET (GOOGL): Free Stock Analysis Report This article Alphabet's Legal Woes May Create Buying Opportunity: Analyst originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved.
Yahoo
12 minutes ago
- Yahoo
Tesla, Samsung, energy stocks, & European semiconductors climb
Yahoo Finance's John Hyland outlines some of the top stories on Wall Street as part of Yahoo Finance's Market Minute. Energy stocks, like Cheniere Energy (LNG) and Venture Global (VG), are moving higher on the back of the US–EU trade deal. Tesla (TSLA) stock is climbing after CEO Elon Musk announced that the company signed a $16.5 billion chip deal with Samsung ( European semiconductor companies, like ASML Holding (ASML) and STMicroelectronics (STM), are moving to the upside from both the US–EU trade deal and the Tesla–Samsung chip deal. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute. It's time for Yahoo! Finance's market minute. US stocks are trading at record highs today after the US and the EU struck a trade deal over the weekend that will see a 15% tariff imposed on goods from the European Union. US energy stocks moving higher on the back of the deal. As Trump said that the EU agreed to purchase $750 billion in American energy products and invest $600 billion in the US on top of existing commitments. EU president Ursula von der Leyen said the purchases would help reduce the bloc's dependence on Russia for natural gas. Plus, Tesla striking a $16.5 billion deal with Samsung to produce AI chips for the EV maker. CEO Elon Musk confirmed the news on X, saying Samsung's giant new Texas fab will be dedicated to making Tesla's next generation AI6 chip. And shares of European semiconductor companies getting a boost off the back of the Samsung deal and the EU US trade deal. The agreement exempts tariffs on semiconductor equipment, giving an additional boost to the sector after its two-week long slide. And that's your Yahoo! Finance market minute.
