INTUITIVE SURGICAL

Medtronic

JOHNSON & JOHNSON

Intuitive Surgical posts record $10B revenue, beats Q4 estimates, but stock falls 3% as 2026 guidance disappoints and Ion system placements decline.

Intuitive Surgical Crosses $10 Billion in Revenue, Stock Falls on Slowing Growth Outlook

Playtika Holding

Playtika cuts 15% workforce (500 jobs) in AI pivot, stock down 90% from IPO peak. CEO says 'one-size-fits-all' approach no longer works in mobile gaming.

Playtika Cuts 500 Jobs, Pivots to AI in Mobile Gaming Reset

NVIDIA

ADVANCED MICRO DEVICES

INTEL

TAIWAN SEMICONDUCTOR MANUFACTURING CO

Trump imposes 25% tariff on Nvidia H200 and AMD chips—but only for China re-exports. US data centers exempt in clever policy workaround.

Trump Signs 25% AI Chip Tariff—But Exempts US Data Centers

Salesforce

Skild AI triples valuation to $14B in seven months, raising $1.4B from SoftBank and NVIDIA for its 'one brain, any robot' foundation model.

Skild AI Hits $14B Valuation After Raising $1.4B in Largest Robotics AI Round

GLOBALFOUNDRIES

SYNOPSYS

GlobalFoundries acquires Synopsys ARC processor IP to build Physical AI suite with MIPS. Deal unites two iconic architectures under one roof.

GlobalFoundries Acquires Synopsys ARC Processor IP, Uniting MIPS and ARC Under One Roof

Zenas BioPharma

AMGEN

Zenas BioPharma CEO bought $1.64M in stock over 3 days after positive Phase 3 data crashed shares 52%. Stock now up 40% from lows.

News

Today

Intuitive Surgical Crosses $10 Billion in Revenue, Stock Falls on Slowing Growth Outlook

Playtika Cuts 500 Jobs, Pivots to AI in Mobile Gaming Reset

Trump Signs 25% AI Chip Tariff—But Exempts US Data Centers

Yesterday

Skild AI Hits $14B Valuation After Raising $1.4B in Largest Robotics AI Round

GlobalFoundries Acquires Synopsys ARC Processor IP, Uniting MIPS and ARC Under One Roof

Zenas BioPharma CEO Buys $1.64M in Stock Days After Phase 3 Win Triggered 52% Crash