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Forget SoundHound AI: This Enterprise AI Name With Deep Government Roots Is the Safer 10X Shot
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Forget SoundHound AI: This Enterprise AI Name With Deep Government Roots Is the Safer 10X Shot

There's no denying it. The world could use a good artificial intelligence (AI)-powered voice-based customer service agent solution. Too many of the voice-activated tools so far still turn self-service phone calls into a disservice, require users to repeat themselves too often to their smart speaker, or just simply botch too many restaurant drive-thru orders. SoundHound AI's (SOUN 0.53%) superior platform may be the one to get us over this usability hump. From an investor's standpoint, though, SoundHound AI stock may not be your best long-term bet in artificial intelligence. It's got potential to be sure. But it's occasionally struggled to win and keep customers. There's arguably a more proven option within the AI space. That's Palantir Technologies (PLTR +1.03%), which -- based on its past growth (particularly with government agencies) -- seems to have years' worth of new business already waiting to be won. Why is everyone talking about Palantir? It's one of those companies most people have heard of but may not actually understand. In simplest terms, Palantir's platforms allow its users to do something constructive with a mountain of digital data that might otherwise go unutilized. You might be able to achieve something similar using database software or a spreadsheet. However, Palantir Technologies is truly artificial intelligence-powered, analyzing all data from every possible angle to uncover insights that just aren't accessible any other way. For example, aircraft manufacturer Airbus is using Palantir's technology to predict when a plane will need maintenance, while online publishing powerhouse Axel Springer is maximizing ad revenue and subscriptions, and even determining the types of content readers want to read, using a Palantir-powered platform. Image source: Getty Images. Where Palantir Technologies really shines, though, is on the government front, where more than half of its current revenue comes from. The Department of Defens

The Motley Fool
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India’s ‘unspectacular’ budget overlooks needed reforms
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India’s ‘unspectacular’ budget overlooks needed reforms

India Business Briefing  Indian economyAdd to myFTGet instant alerts for this topicManage your delivery channels hereRemove from myFTIndia’s ‘unspectacular’ budget overlooks needed reformsAlso in this newsletter: US litigation against Adani, and Uday Shankar’s mantraIn her budget speech, finance minister Nirmala Sitharaman said New Delhi would prioritise semiconductors, biopharma and renewables © APIndia’s ‘unspectacular’ budget overlooks needed reforms on x (opens in a new window)India’s ‘unspectacular’ budget overlooks needed reforms on facebook (opens in a new window)India’s ‘unspectacular’ budget overlooks needed reforms on linkedin (opens in a new window)India’s ‘unspectacular’ budget overlooks needed reforms on whatsapp (opens in a new window) Save India’s ‘unspectacular’ budget overlooks needed reforms on x (opens in a new window)India’s ‘unspectacular’ budget overlooks needed reforms on facebook (opens in a new window)India’s ‘unspectacular’ budget overlooks needed reforms on linkedin (opens in a new window)India’s ‘unspectacular’ budget overlooks needed reforms on whatsapp (opens in a new window) Save Chris KayPublishedFebruary 3 2026Jump to comments sectionPrint this pageThis article is an on-site version of the India Business Briefing newsletter. To receive it in your inbox regularly, sign up if you’re a premium subscriber, or upgrade your subscription here.Good morning. This is Chris Kay, the FT’s bureau chief in Mumbai, which is currently shrouded in construction dust. Fear not, readers, Veena is racing back to India following her sojourn in Australia. Normal service resumes later this week.Last night saw a sudden breakthrough in the standoff between Narendra Modi and Donald Trump. The two leaders finally spoke, and the US agreed to reduce its reciprocal tariff rate on India from 25 per cent to 18 per cent, after Trump said Modi had agreed to stop buying Russian crude and instead purchase “much more from the United States and, potentially, Ven

Financial Times Asia
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Tech billionaires fuel Trump’s $429mn haul ahead of midterm elections
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Tech billionaires fuel Trump’s $429mn haul ahead of midterm elections

US midterm elections 2026Add to myFTGet instant alerts for this topicManage your delivery channels hereRemove from myFTTech billionaires fuel Donald Trump’s $429mn haul ahead of midterm electionsExecutives seeking regulatory relief help make lame-duck president a potent political force with record fundraisingThe haul of donations proves that Trump continues to dominate his party © 2026 Getty ImagesTech billionaires fuel Donald Trump’s $429mn haul ahead of midterm elections on x (opens in a new window)Tech billionaires fuel Donald Trump’s $429mn haul ahead of midterm elections on facebook (opens in a new window)Tech billionaires fuel Donald Trump’s $429mn haul ahead of midterm elections on linkedin (opens in a new window)Tech billionaires fuel Donald Trump’s $429mn haul ahead of midterm elections on whatsapp (opens in a new window) Save Tech billionaires fuel Donald Trump’s $429mn haul ahead of midterm elections on x (opens in a new window)Tech billionaires fuel Donald Trump’s $429mn haul ahead of midterm elections on facebook (opens in a new window)Tech billionaires fuel Donald Trump’s $429mn haul ahead of midterm elections on linkedin (opens in a new window)Tech billionaires fuel Donald Trump’s $429mn haul ahead of midterm elections on whatsapp (opens in a new window) Save Joe Miller and Ian Hodgson in Washington, Paul Caruana Galizia in London PublishedFebruary 2 2026Jump to comments sectionPrint this pageUnlock the White House Watch newsletter for freeYour guide to what Trump’s second term means for Washington, business and the worldDonald Trump and his allies raised a record $429mn in donations last year, as tech billionaires and companies lobbying for policy changes helped build a war chest for the president ahead of the midterm elections.A single political action committee controlled by Trump allies, Maga Inc, is sitting on $304mn — more than any Pac has ever held heading into a midterm election year, FT analysis found. The sum is tens of millions more than an

Financial Times
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Rambus (RMBS) Q4 2025 Earnings Call Transcript
investment

Rambus (RMBS) Q4 2025 Earnings Call Transcript

Image source: The Motley Fool. DATEMonday, February 2, 2026 at 5 p.m. ETCALL PARTICIPANTSChief Executive Officer — Luc SeraphinChief Financial Officer — Desmond LynchTAKEAWAYSTotal Revenue -- $190.2 million for the quarter, surpassing internal expectations.Product Revenue -- $96.8 million in the quarter, up 32% year over year, with $347.8 million for the full year representing a 41% year-over-year increase, primarily attributed to DDR5 RCD share gains and new product launches.Royalty Revenue -- $71.7 million in the quarter, closely matched by licensing billings of $71.5 million.Silicon IP Revenue -- $21.8 million in contract and other revenue, primarily from silicon IP, with additional amounts included in royalty revenue and licensing billings.Non-GAAP Net Income -- $74.7 million for the quarter, with full-year cash from operations at a record $360 million, reflecting a 56% year-over-year increase.Free Cash Flow -- $91.2 million for the quarter and $320.9 million for the full year, resulting in a 45% margin.Market Share (DDR5 RCD) -- Mid-40% for year-end, up from early-40% in 2024, as noted by CEO Seraphin.Operating Costs -- $103.2 million for the quarter, with $64.9 million in operating expenses, flat sequentially.Gross Margin -- 61.5% for the year, in line with the company’s long-term model of 60%-65%.Q1 2026 Guidance -- Revenue expected between $172 million and $108 million; non-GAAP EPS expected between $0.56 and $0.64, with product revenue subdued due to a one-time resolved supply chain issue.Supply Chain Impact -- CFO Lynch described the Q1 revenue impact from a supply chain disruption as “around a low double-digit million impact.”Product Mix -- New product contributions increased from low single-digit to upper single-digit percentage of total product revenue in Q4, with double-digit contribution expected in Q1 2026.Inventory Position -- Inventory replenishment is forecasted to be complete by the end of Q1, enabling resumed growth in Q2.MRDIMM Outlook -- Initi

The Motley Fool
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