Chip giant Nvidia is set to release its latest earnings report – and the results could move the entire US stock market. Over the past two years, the chipmaker has risen to become the world's most valuable company, with a market capitalisation of more than 4 trillion. When Nvidia announces its earnings on Wednesday, investors will get to see how the tech giant has been faring amid the tumult of President Donald Trump's trade salvoes and concerns about whether artificial intelligence has been overhyped. Nvidia specialises in making the graphics processing units (GPUs) that power AI, including the Blackwell B200, marketed as the world's most powerful chip. The California-based company's chips have become essential to the world's largest tech companies, including Microsoft, Meta, Amazon and Alphabet, since AI exploded into the mainstream with the release of OpenAI's generative AI chatbot, ChatGPT, in November 2022.

Apple has been under pressure this year. It's playing catch-up to its fellow tech giants on artificial intelligence, it's seen its stock fall by double digits since the year began, it closed a store in China for the first time ever this week, and looming US tariffs on Beijing threaten its supply chain. On Thursday, the company released its third-quarter earnings of the fiscal year as investors scrutinize how the iPhone maker might turn things around. Despite the gloomy outlook, the company is still worth more than 3tn, and it beat Wall Street's expectations for profit and revenue this quarter. Apple reported a massive 10% year-over-year increase in revenue to 94.04bn, and 1.57 per share in earnings.

Technology company Kognitiv Corporation ("Kognitiv") delivers advanced loyalty management, data activation and partner collaboration solutions to enable data-driven personalization and optimization of the customer journey across its innovative, omnichannel SaaS platform. Next week, Kognitiv is excited to officially launch a new AI-driven predictive customer insights and activation tool, Kognitiv Pulse, a solution that monitors the health of your customer base, predicts future behaviour and identifies risks and opportunities while enabling you to act quickly on these insights. Recommended AI: The Future of AI Is Here. Now Let's Make It Ethical Anchored on Kognitiv's proprietary SmartJourney customer lifecycle methodology, Kognitiv Pulse is powered by proprietary artificial intelligence and machine learning software. It enables marketers to drive efficiencies by identifying – at an individual level – which customers to engage proactively and helps them focus on activities that grow their bottom line.

About 92% of large companies are achieving returns on their investments in artificial intelligence, and the same percentage are increasing their AI investments. But what does it take for startups and early-stage companies to get to this point? "AI utilization is tied to startups' products and services. It's more directly relevant," he said. In a new paper, Choi and his co-authors find that firms need to be ready to make a significant investment in AI to see any gains, because limited AI adoption doesn't contribute to revenue growth. Only when firms increase their intensity of AI adoption to at least 25% -- meaning that they are using a quarter of the AI tools currently available to them -- do growth rates pick up and investments in AI start to pay off.

"All of the automation that we're looking at enhances the capabilities and makes the jobs easier for our best and brightest people, and it eliminates a lot of the otherwise mundane projects or activities," Mr. Wren said on the company's earnings call Tuesday. CMO Today delivers the most important news of the day for media and marketing professionals. His comments were in response to an analyst's question about how technology from Microsoft Corp. -backed OpenAI could affect Omnicom's business and the advertising market overall. Microsoft is integrating the ChatGPT tech into its Bing search engine. The company reported organic revenue growth of 7.2% in the fourth quarter, beating the average analyst estimate of 3.7% organic revenue growth, according to FactSet.

Owl Labs, a startup developing a linuep AI-powered meeting hardware, today announced that it raised $25 million in a Series C round led by HP Tech Ventures (HP's venture capital arm) with participation from Sourcenext, Matrix Partners, Spark Capital and Playground Global. The closing of the tranche marks the start of a strategic partnership with HP, Owl Labs CEO Frank Weishaupt says, which will see HP invest in Owl Labs' various product offerings while providing sales coverage and outreach with enterprise customers. HP, notably, recently acquired Poly, which developed a range of video and voice devices and software for virtual conferencing. Weishaupt sees no conflict, arguing that Poly's products are complementary with Owl Labs' and show "HP's commitment to transforming the workplace to a hybrid model." "The funding will allow Owl Labs to continue its accelerated growth … Owl Labs will use the investment to support product development and increase global adoption of the company's products, including the [Owl Labs'] product line," Weishaupt told TechCrunch in an email interview.

Today, no company can survive in the market without using Machine Learning models, and clients will not purchase from companies that do not offer ML-enhanced services. Making a Machine Learning ecosystem operational can help turn enterprise data into a predictive engine for the company. Data and analytics leaders have always understood the benefits of using Machine Learning (ML) for their businesses. The value mostly comes in three ways: operational efficiencies, better top-line growth, and enhanced employee and customer experiences. To unlock that value, however, line-of-business teams must overcome several persistent challenges, with the biggest one being their inability to draw insights from the vast quantities of data they possess.

Microsoft likely recorded slower earnings and sales growth last quarter as a sharp decline in personal computer sales eroded demand for its Windows software, counteracting some of the demand for its cloud and other businesses serving companies. The Redmond, Wash., corporation's revenue growth is expected to slow to about 10% in the three months through September compared with a year earlier, while its net income is expected to edge up 1%, according to analysts surveyed by FactSet. They predicted the company would report sales of $49.66 billion and net income of $17.36 billion for the period. That would mean last quarter had the slowest revenue growth in more than five years and the lowest income growth in more than two years. The company is scheduled to announce results after the market closes on Tuesday. A weekly digest of tech reviews, headlines, columns and your questions answered by WSJ's Personal Tech gurus.

Investment professionals rely on extrapolating company revenue into the future (i.e. revenue forecast) to approximate the valuation of scaleups (private companies in a high-growth stage) and inform their investment decision. This task is manual and empirical, leaving the forecast quality heavily dependent on the investment professionals' experiences and insights. Furthermore, financial data on scaleups is typically proprietary, costly and scarce, ruling out the wide adoption of data-driven approaches. To this end, we propose a simulation-informed revenue extrapolation (SiRE) algorithm that generates fine-grained long-term revenue predictions on small datasets and short time-series. SiRE models the revenue dynamics as a linear dynamical system (LDS), which is solved using the EM algorithm. The main innovation lies in how the noisy revenue measurements are obtained during training and inferencing. SiRE works for scaleups that operate in various sectors and provides confidence estimates. The quantitative experiments on two practical tasks show that SiRE significantly surpasses the baseline methods by a large margin. We also observe high performance when SiRE extrapolates long-term predictions from short time-series. The performance-efficiency balance and result explainability of SiRE are also validated empirically. Evaluated from the perspective of investment professionals, SiRE can precisely locate the scaleups that have a great potential return in 2 to 5 years. Furthermore, our qualitative inspection illustrates some advantageous attributes of the SiRE revenue forecasts.

Chinese internet giant Baidu Inc. on Tuesday announced second-quarter revenues of 29.6 billion yuan ($4.3 billion), down five percent from last year after the company faced a challenging economic climate and tight controls on China's once-thriving tech sector. Other Chinese tech giants, including Tencent and e-commerce behemoth JD.com, had also reported disappointing results in recent weeks. China's major tech companies have been grappling with economic uncertainty, Covid-19 restrictions that have kept consumers jittery, and heightened scrutiny from regulators in recent months. Baidu, which operates China's most widely used search engine, saw revenues decrease but posted a net profit of 3.6 billion yuan ($522 million), buoyed by a 31 percent year-on-year growth in its cloud computing business. "Despite a challenging macro environment caused by Covid-19, Baidu Core generated RMB23.2 billion in revenues in the second quarter," CEO Robin Li was quoted as saying in an official press release.