Personalis Inc（PSNL）のニュースとイベントPSNLPersonalis Inc

Tempus AI Acquires Personalis at $16.25 per Share

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.PERSONALIS ACQUISITION:Tempus AIentered into a definitive agreement to acquire Personalis. Under the terms of the agreement, Personalis shareholders will receive consideration of $16.25 per share of common stock, representing a total enterprise value of $1.5B, net of Tempus' existing ownership interest. The complementary acquisition builds on the companies' existing partnership, established in November 2023, through which Tempus invested in Personalis and commercialized the company's NeXT Personal MRD test. It brings together Tempus' multimodal data platform, AI capabilities and precision oncology portfolio with Personalis' tumor-informed MRD technology to expand access to longitudinal monitoring, creating new opportunities to advance biomarker discovery and enhance personalized cancer care.The closing is expected in late 2026 or early 2027, and is subject to Personalis' shareholder approval, as well as receipt of applicable regulatory approvals and other customary closing conditions. The transaction was approved by both companies' board of directors. Personalis delivered preliminary revenue in Q2 of $22.4M. In the quarter, they delivered 10,384 clinical tests, representing a 33% increase in test volumes quarter over quarter.Needham downgraded Personalis to Hold from Buy after the company announced an agreement to be acquired by Tempus AI (for $16.25 per share in stock. The transaction is expected to close in late 2026 or early 2027, notes the firm, which thinks competing bids and potential antitrust issues are unlikely given reports that there were multiple bidders as well as the pair's limited minimal residual disease market share.Lake Street analyst Thomas Flaten also downgraded Personalis to Hold from Buy with a price target of $16.25, up from $11, following the deal. Valuation is now governed by the transaction terms rather than a forward multiple, the analyst tells investors.NEW CHIP:Google (GOOGL) is developing a new AI chip that integrates Gemini model architecture directly into hardware, aiming to improve efficiency and reduce the cost of serving AI models at scale, The Information's Erin Woo and Qianer Liu.BLACKWELL PURCHASE:QumulusAIannounced the purchase of 1,632 NVIDIABlackwell B300 GPUs to meet accelerating customer demand for high-performance AI compute. The GPUs will be delivered across 204 NVIDIA HGX B300 systems and represent one of the company's largest single capacity expansions to date. The purchase was funded primarily through financing arrangements with Technology Finance Corporation and USD.ai. The order lands as demand for AI infrastructure continues to outpace supply. Against that backdrop, QumulusAI has been converting signed, multiyear customer demand into deployed compute, including more than $124M in three-year inference agreements announced earlier this year. The B300 purchase directly supports that contracted and near-term pipeline.AI MODEL ARCHITECTURE:Xometryannounced upgrades to its AI model architecture, deploying a new generation of high-capacity, interconnected models that span the entire manufacturing journey. The upgrades leverage Xometry's proprietary data insights across five dimensions: geometry, manufacturability, pricing, supplier capability, and production outcomes.DOE AI DATA CENTER:Amentumhas been selected by the U.S. Department of Energy's, DOE, National Nuclear Security Administration, NNSA, to enter negotiations for a phased lease to develop one of the nation's largest integrated artificial intelligence and energy infrastructure projects at the Savannah River Site, SRS, in South Carolina. Once finalized, the public-private project would establish a 1-gigawatt artificial intelligence data center supported by approximately 2 gigawatts of on-site energy generation, initially powered by natural gas bridging to advanced nuclear energy. "Artificial intelligence, energy resilience, and national security are becoming increasingly interconnected, creating new opportunities to strengthen America's strategic advantage," said John Heller, Chief Executive Officer of Amentum.

Tech Stocks Rebound as Market Eyes Megacap Earnings

The major averages were mixed near noon as stocks look to rebound from last week's technology-led selloff. Attention is turning to a week of megacap earnings that could determine whether the AI-driven rally regains momentum. However, gains remain restrained by escalating geopolitical tensions in the Middle East.This week's earnings calendar is headlined by Alphabet, Tesla, Intel and IBM, with investors closely watching whether continued heavy spending on artificial intelligence infrastructure is translating into stronger financial results. The reports come after semiconductor stocks suffered a sharp reversal last week, pushing the Philadelphia Semiconductor Index more than 20% below its June high and into bear market territory.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Domino's Pizzareported, with U.S. same store sales growing 0.1% but international same store sales falling 0.1%Tempus AIPersonalisfor $16.25 per shareAMC Entertainmentreported better-than-expectedBrookfieldand Canada Pension Plan Investment BoardLXP Industrial Trustin a $5.2B all-cash transactionAlibaba'sAliExpress has been fined EUR550M by the EU for2. WALL STREET CALLS:Phillip SecuritiesNetflix (NFLX) to Buy from AccumulateGoldman SachsTravelersto SellCLSAcoverage of Microsoftwith an Outperform rating and $535 price targetBarclaysLumentumto OverweightPenguin Solutionsto Underweight at Barclays3. AROUND THE WEB:Googleis developing a new AI chip that integrates Gemini model architecture directly into hardware, aiming to improve efficiency and reduce the cost of serving AI models at scale, The Information reportsHoneywellCEO Vimal Kapur said plans to reshape the company were already underway when activist investor Elliott Management took a stake and pushed for a breakup in 2024, Bloomberg saysAppleis piloting a system in Apple Stores called Live Notes that lets Genius Bar staff make transcripts and summaries of conversations with customers, Bloomberg reportsAerCapis in discussions to buy Boeing787 Dreamliner aircraft, with the leasing company considering as many as 15 of the 787 widebodies, Bloomberg saysSamsunghas cut roles at its U.S. display, phone, and consumer electronics operations at its New Jersey and Texas offices, Reuters reports4. MOVERS:Irenhigher after raising its AI Cloud annualizedto over $4B from $3.7BHut 8increases after announcingArcher Aviationgains after announcing its jointly-developedwith AndurilImmix Biopharmalower afterof Chief Medical Officer Richard GraydonEnphase Energy (ENPH) falls after TD Cowenon the stock5. EARNINGS/GUIDANCE:Dynex Capitalwith EPS beating consensusZurn Elkay WaterCEO Todd Adams said the company sees Q2 results "range we provided earlier in the quarter"Nomad FoodsreportedPeoples Bancorp, with EPS higher year-over-yearKnightscope, with revenue higher year-over-yearINDEXES:Near midday, the Dow was down 0.16%, or 83.29, to 52,063.13, the Nasdaq was up 0.80%, or 203.51, to 25,723.75, and the S&P 500 was up 0.42%, or 31.18, to 7,488.87.