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Ceva and LG Electronics Collaborate on UWB Solution
Ceva and LG Electronics announced a collaboration that brings together their complementary baseband, software and RF, technologies to deliver a complete Ultra-Wideband, or UWB, solution for semiconductor and OEM companies developing next-generation automotive, industrial and consumer products. The companies have already secured a major U.S. semiconductor company as a customer for the combined solution, providing commercial validation for the joint offering. The collaboration pairs Ceva-Waves market leading UWB baseband IP and software with UWB radio frequency technology developed by LG's SoC Center, giving customers a silicon-ready platform for integrating UWB into their SoCs. LG's UWB RF supports TSMC's 22nm process. Together, the companies provide complementary technologies that can reduce engineering effort and integration risk and accelerate the development of differentiated UWB-enabled SoCs.
Actions Technology Launches Ceva Bluetooth Audio Chip Series
Ceva and Actions Technology, a provider of smart wireless audio and Edge AI SoCs of AIoT, introduced the Actions Technology ATS296X-series Bluetooth audio series of chips, powered by the Ceva-Waves Bluetooth High Data Throughput platform. The new family represents one of the industry's earliest commercial implementations of Bluetooth HDT technology. High Data Throughput enables richer wireless experiences including lossless multi-channel audio, ultra-low latency gaming audio, faster file transfers and significantly accelerated over-the-air software updates. The ATS296X-series builds on a collaboration between Actions and Ceva that spans wireless connectivity and audio processing alike. Actions Technology has licensed Ceva's Audio DSP IP for its audio processing pipelines for many years, and has already delivered more than 100 million wireless audio SoCs integrating Ceva wireless connectivity and sensing technologies. By integrating Ceva's production-ready Bluetooth HDT platform into its latest wireless audio SoC, Actions Technology provides downstream customers with a clear migration path to Bluetooth HDT while enabling lossless audio streaming for an enhanced sound experience.
Microsoft Invests $2.5B to Establish Frontier Company
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.MICROSOFT FRONTIER:Microsoftsaid in a blog, "Today we are introducing Microsoft Frontier Company, a new operating business focused on delivering Frontier Transformation through AI for our customers around the world.It will provide a unique combination of skills inclusive of deep industry knowledge, change management and continuous improvement experience, and enterprise-grade AI engineering expertise. This goes beyond what has been labeled as Forward Deployed Engineering and will be the largest, most capable, outcome-driven engineering organization in the industry. We are making a $2.5B investment in Microsoft Frontier Company, embedding 6,000 industry and engineering experts at customers to co-design, co-innovate, deploy and continuously improve AI systems at scale based on measurable business outcomes." Microsoft said Rodrigo Kede Lima will be the President of Microsoft Frontier.AI CHATBOT:Microsoft is merging the consumer and enterprise versions of its Copilot AI chatbots into a single application as it tries to create a more formidable competitor to Anthropic's Claude and OpenAI's ChatGPT,The Information's Aaron Holmes and Erin Woo, citing an internal memo that went out Thursday morning. Jacob Andreou, an executive vice President, said the new unified app will also feature AI coding Tools and new AI agents that customers would need to pay extra for, according to The Information, which also noted that Andreou told colleagues he's happy with Copilot's growth in the June quarter.AI AGENTS:MetaCEO Mark Zuckerberg said the company's AI agent systems have not advanced as quickly as originally anticipated, Katie Paul and Courtney Rozen of Reuters, citing a recording of an internal town hall. Zuckerberg said the restructuring has not been as "clean" as it could have been, and executives miscalculated the timing of changes.CLAUDE CODE:Alibabahas banned its employees from using Anthropic's Claude Code at work following scrutiny for its features that can identify China-linked users, Eduardo Baptista of Reuters, citing a person familiar with the order.AI BENEFICIARY:Scotiabank analyst Patrick Colville upgraded Oktato Outperform from Sector Perform with a $165 price target. Non-human identity management is the top priority among CISOs in the firm's fieldwork as Agentic AI is rolled out in enterprises, says the analyst, who views Okta as an AI beneficiary from a rising tide of cybersecurity spend as a result of Mythos preparedness as firms look to modernize their identity stack.BUY SENTINELONE:Scotiabank upgraded SentinelOneto Outperform from Sector Perform with a $23.50 price target. Investments in AI native products such as agentic SOC, Purple AI, and AI runtime security positions SentinelOne well to capture new high growth vectors as Mythos preparedness drives incremental security spending, the firm tells investors.BULLISH ON CHECK POINT:Scotiabank upgraded Check Pointto Outperform from Sector Perform with an $185 price target. The firm, which views Check Point as an AI beneficiary as enterprises increase cybersecurity spending to prepare for more advanced threats, thinks the market is underestimating Check Point's growth potential stemming from AI.MOVING TO THE SIDELINES:Bernstein downgraded Datadogto Market Perform from Outperform with a price target of $226, up from $180. The firm is moving to the sidelines on Q3 and beyond earnings caution vs. more exuberant investor expectations as demand signals are slowing in both enterprise and some AI Labs. Bernstein points out that "not only do we start lapping tough comps in Q4," it is seeing demand signals flat lining ex-AI that causes ex-AI growth to peak in Q3, and potentially regress -100bps-200bps in Q4.AI LICENSING DEAL:Cevaannounced an AI licensing deal with a U.S. software and AI platform company for a custom AI silicon program targeting next-generation intelligent computing devices. The agreement extends Ceva's customer base beyond traditional semiconductor companies and device OEMs to include software platform companies that are increasingly designing custom silicon to optimize performance, power and area and the overall user experience.
Ceva Announces AI Licensing Deal with U.S. Software Company
Ceva announced an AI licensing deal with a U.S. software and AI platform company for a custom AI silicon program targeting next-generation intelligent computing devices. The agreement extends Ceva's customer base beyond traditional semiconductor companies and device OEMs to include software platform companies that are increasingly designing custom silicon to optimize performance, power and area and the overall user experience.
Anthropic Suspends Access to Fable 5 and Mythos 5
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.MODEL BAN:Anthropic issued a statement on the U.S. government directive to suspend access to Fable 5 and Mythos 5, stating that, "The U.S. government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Anthropic models will not be affected. We received the directive from the government today at 5:21pm ET. The letter did not provide specific details of its national security concern. Our understanding is that the government believes it has become aware of a method of bypassing, or 'jailbreaking' Fable 5. We reviewed a demonstration of this specific technique being used to identify a small number of previously known, minor vulnerabilities. These vulnerabilities all appear relatively simple, and we have found that other publicly-available models are able to discover them as well without requiring a bypass."We stand by this defense in depth strategy. It reduces the risks posed by Fable, making them comparable to the risks of existing models already deployed across the industry. We have not even received a disclosure of a concerning non-universal potential jailbreak that led to a harmful result. The potential jailbreaks that have been disclosed to us are either entirely benign responses or are minor findings that provide no Mythos-specific uplift. To date, the government has only given us verbal evidence of a potential narrow, non-universal jailbreak, which essentially consists of asking the model to read a specific codebase and fix any software flaws. Our understanding is that one potential jailbreak was shared with the government. We have reviewed a report that we believe is the basis of the government's directive and validated that the level of capability displayed there is widely available from other models -- including OpenAI's GPT-5.5, and is used every day by the defenders who keep systems safe. We will share more details over the next 24 hours."We are complying with the government's legal directive and are removing access to Fable 5 and Mythos 5 for all users. However, we disagree that the finding of a narrow potential jailbreak should be cause for recalling a commercial model deployed to hundreds of millions of people. If this standard was applied across the industry, we believe it would essentially halt all new model deployments for all frontier model providers. As we have stated publicly, we believe the government should have the ability to block unsafe deployments, as part of a statutory process that is transparent, fair, clear, and grounded in technical facts. This action does not adhere to those principles. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.CONCERNS:AmazonCEO Andy Jassy raised concerns this week to Trump administration officials about potential security risks in Anthropic's advanced AI models, Stephen Nellis of Reuters, citing a person familiar with the matter.DATA CENTER INVESTMENT:Googlehasa $1.5B investment for 2026 and 2027 to expand its data center campus in Jackson County, Alabama. Operating since 2019 on a repurposed former coal-plant site, the facility powers essential digital services while driving long-term regional growth. As part of this expansion, Google is funding 100% of its own power and infrastructure costs. The company also announced a $2M Energy Impact Fund in partnership with the TVA and CAANEAL to support local energy efficiency and weatherization programs. "Furthering our community commitment, we're donating $550,000 to provide STEM kits for local fourth-to-eighth graders. These initiatives build on Google's long-term local impact, which includes supporting water stewardship in the Paint Rock River Watershed, training over 130,000 Alabamians in digital skills and generating hundreds of full-time and construction jobs," the company added.PHYSICAL AI:Needham analyst Charles Shi initiated coverage of Cevawith a Buy rating and $55 price target. The firm views Ceva as a potential play on physical AI, which it says requires a much broader set of semiconductors than just the compute and memory. The company's "market leading" portfolio in wireless connectivity, sensing, and digital signal processors is well suited for physical AI, the analyst tells investors in a research note. Needham sees additional upside in the shares.AUTONOMOUS KODIAK DRIVER:Craig-Hallum initiated coverage of Kodiak AIwith a Buy rating and $12 price target. The firm believes Kodiak AI is set to revolutionize the trucking industry with its autonomous "Kodiak Driver." Backed by a redundant hardware stack, verifiable software, and unique ability to operate in unstructured environments creates a generalized technology stack that can be used in multiple form factors, environments and industries. Craig-Hallum says early success in military and industrial complement the company's on-highway strategy. Further, the firm argues the company's technology works, industry opportunity is enormous, and at a key inflection point from technology validation to commercialization.
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