• Lior mor
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  • 5 Min Read
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SKN | Why Is Microsoft Putting a Clock on Xbox Cloud Gaming?

Microsoft Puts Limits on Previously Unlimited Cloud Gaming Microsoft is changing the economics of Xbox cloud gaming by introducing monthly…
SKN | Why Is Microsoft Putting a Clock on Xbox Cloud Gaming?
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SKN | Meta’s Muse Spark 1.3 Challenges OpenAI and Anthropic as AI Coding Race Intensifies

  Meta Platforms is escalating competition in the artificial intelligence market with Muse Spark 1.3, a new model focused on…
SKN | Meta’s Muse Spark 1.3 Challenges OpenAI and Anthropic as AI Coding Race Intensifies
  • Lior mor
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  • 5 Min Read
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SKN | NVIDIA’s $12.93 Billion Hugging Face Deal Signals a Strategic Shift Beyond AI Chips

  NVIDIA's agreement to acquire Hugging Face for $12.93 billion represents a significant expansion of the chipmaker's strategy beyond processors…
SKN | NVIDIA’s $12.93 Billion Hugging Face Deal Signals a Strategic Shift Beyond AI Chips
  • sagi habasov
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  • 4 Min Read
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SKN | The National AI Reconciliation: How Anthropic Reearned the Trump Administration’s Trust

Table of Contents Dramatic Détente at the Intersection of Washington and Silicon Valley From Conscientious Objection to a Landmark Judicial…
SKN | The National AI Reconciliation: How Anthropic Reearned the Trump Administration’s Trust
  • sagi habasov
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  • 5 Min Read
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SKN | Ciena Raises FY26 Revenue Outlook as AI-Driven Network Demand Fuels Record Growth

  Ciena delivered a record fiscal third quarter as accelerating artificial intelligence investment drove demand for high-speed networking infrastructure. The…
SKN | Ciena Raises FY26 Revenue Outlook as AI-Driven Network Demand Fuels Record Growth
  • Ronny Mor
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  • 5 Min Read
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  • 19 hours ago

SKN | Nscale Pitches $103 Billion in Contracted Revenue Ahead of Potential IPO

Nscale is positioning a massive contracted-revenue pipeline as a central part of its investment case ahead of a potential initial…
SKN | Nscale Pitches $103 Billion in Contracted Revenue Ahead of Potential IPO
  • omer bar
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  • 5 Min Read
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  • 20 hours ago

SKN | Uber to Cut 10% of Workforce as Cost Discipline and Autonomous Driving Reshape Its Strategy

Uber is cutting approximately 10% of its global workforce as the ride-hailing company seeks to simplify its organization and create…
SKN | Uber to Cut 10% of Workforce as Cost Discipline and Autonomous Driving Reshape Its Strategy
  • Lior mor
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  • 5 Min Read
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SKN | Palo Alto Networks’ Reported $500 Million Console Deal Expands Its AI Cybersecurity Strategy

Palo Alto Networks is deepening its push into artificial intelligence with the acquisition of Console, a young startup that uses…
SKN | Palo Alto Networks’ Reported $500 Million Console Deal Expands Its AI Cybersecurity Strategy
  • Lior mor
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  • 7 Min Read
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  • 23 hours ago

SKN | NYSE Uses Anthropic’s Mythos AI to Identify Cybersecurity Flaws in Critical Market Infrastructure

  The New York Stock Exchange has used Anthropic's Mythos AI model to identify and address multiple vulnerabilities in its…
SKN | NYSE Uses Anthropic’s Mythos AI to Identify Cybersecurity Flaws in Critical Market Infrastructure
  • omer bar
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  • 6 Min Read
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  • 23 hours ago

SKN | Caterpillar Partners With FieldAI to Bring Physical AI and Robotics Into Heavy Industry

  Caterpillar is expanding its push into physical artificial intelligence, partnering with FieldAI to bring autonomous robotics and AI-powered decision-making…
SKN | Caterpillar Partners With FieldAI to Bring Physical AI and Robotics Into Heavy Industry
  • Ronny Mor
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  • 6 Min Read
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  • 23 hours ago

SKN | Uber Cuts 3,300 Jobs as Restructuring Redirects Resources Toward Robotaxis and Growth

  Uber is undertaking one of its most significant organizational restructurings since the pandemic, cutting roughly 3,300 jobs as Chief…
SKN | Uber Cuts 3,300 Jobs as Restructuring Redirects Resources Toward Robotaxis and Growth
  • sagi habasov
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  • 5 Min Read
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  • 23 hours ago

SKN | Tesla’s China EV Sales Extend Growth Streak, but Slowing Momentum Raises Competitive Concerns

  Tesla's China-made vehicle sales continued to grow in August, but the sharp slowdown from July highlights the increasingly competitive…
SKN | Tesla’s China EV Sales Extend Growth Streak, but Slowing Momentum Raises Competitive Concerns

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SectorWeight (%)YTD Return
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Real Estate2.01%+10.27%
Utilities1.89%+5.62%