WS #12614

From 500 msgs · 8 key-dev

Mixed earnings: OTIS in-line but lowers FY guidance; TEL beats and raises outlook; CALM misses badly; Monday.com cuts 20% headcount; Repligen acquires BioLife for $1.5B. NVIDIA's Jensen Huang defends Chinese AI; Alibaba becomes primary AI partner for Apple in China; AMD launches Helios data center system; NVIDIA unveils 100% liquid cooling for AI infrastructure.

Corporate Earnings & Guidance

Mixed earnings: OTIS in-line but lowers FY guidance; TEL beats and raises outlook; CALM misses badly; Monday.com cuts 20% headcount; Repligen acquires BioLife for $1.5B.

NVIDIA's Jensen Huang defends Chinese AI; Alibaba becomes primary AI partner for Apple in China; AMD launches Helios data center system; NVIDIA unveils 100% liquid cooling for AI infrastructure.

Full world state #12614