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Artificial intelligence enhances radiologists’ accuracy in breast cancer detection

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Artificial intelligence (AI) improves breast cancer detection accuracy for radiologists when reading screening mammograms, helping them devote more of their attention to suspicious areas, according to a study published today in Radiology, a journal of the Radiological Society of North America (RSNA).

Previous research has shown that AI for decision support improves radiologist performance by increasing sensitivity for cancer detection without extending reading time. However, the impact of AI on radiologists’ visual search patterns remains underexplored.

To learn more, researchers used an eye tracking system to compare radiologist performance and visual search patterns when reading screening mammograms without and with an AI decision support system. The system included a small camera-based device positioned in front of the screen with two infrared lights and a central camera. The infrared lights illuminate the radiologist’s eyes, and the reflections are captured by the camera, allowing for computation of the exact coordinates of the radiologist’s eyes on the screen.

By analyzing this data, we can determine which parts of the mammograms the radiologist focus on, and for how long, providing valuable insights into their reading patterns.”


Jessie J. J. Gommers, M.Sc., study’s joint first author from the Department of Medical Imaging, Radboud University Medical Center in Nijmegen, Netherlands

In the study, 12 radiologists read mammography examinations from 150 women, including 75 with breast cancer and 75 without.

Breast cancer detection accuracy among the radiologists was higher with AI support compared with unaided reading. There was no evidence of a difference in mean sensitivity, specificity or reading time.

“The results are encouraging,” Gommers said. “With the availability of the AI information, the radiologists performed significantly better.”

Eye tracking data showed that radiologists spent more time examining regions that contained actual lesions when AI support was available.

“Radiologists seemed to adjust their reading behavior based on the AI’s level of suspicion: when the AI gave a low score, it likely reassured radiologists, helping them move more quickly through clearly normal cases,” Gommers said. “Conversely, high AI scores prompted radiologists to take a second, more careful look, particularly in more challenging or subtle cases.”

The AI’s region markings functioned like visual cues, Gommers said, guiding radiologists’ attention to potentially suspicious areas. In essence, she said, the AI acted as an additional set of eyes, providing the radiologists with additional information that enhanced both the accuracy and efficiency of interpretation.

“Overall, AI not only helped radiologists focus on the right cases but also directed their attention to the most relevant regions within those cases, suggesting a meaningful role for AI in improving both performance and efficiency in breast cancer screening,” Gommers said.

Gommers noted that overreliance on erroneous AI suggestions could lead to missed cancers or unnecessary recalls for additional imaging. However, multiple studies have found that AI can perform as well as radiologists in mammography interpretation, suggesting that the risk of erroneous AI information is relatively low.

To mitigate the risks of errors, Gommers said, it is important that the AI is highly accurate and that the radiologists using it feel accountable for their own decisions.

“Educating radiologists on how to critically interpret the AI information is key,” she said.

The researchers are currently conducting additional reader studies to explore when AI information should be made available, such as immediately upon opening a case, versus on request. Additionally, the researchers are developing methods to predict if AI is uncertain about its decisions.

“This would enable more selective use of AI support, applying it only when it is likely to provide meaningful benefit,” Gommers said.

Source:

Journal reference:

Gommers, J. J. J., et al. (2025) Influence of AI Decision Support on Radiologists’ Performance and Visual Search in Screening Mammography. Radiology. doi.org/10.1148/radiol.243688.



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AI Algorithms Now Capable of Predicting Drug-Biological Target Interactions to Streamline Pharmaceutical Research – geneonline.com

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AI Algorithms Now Capable of Predicting Drug-Biological Target Interactions to Streamline Pharmaceutical Research  geneonline.com



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A Semiconductor Leader Poised for AI-Driven Growth Despite Near-Term Headwinds

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The semiconductor industry is at a pivotal juncture, fueled by explosive demand for advanced chips powering artificial intelligence (AI), 5G, and high-performance computing. At the heart of this revolution is Lam Research (LRCX), a leader in semiconductor equipment that stands to benefit from secular tailwinds—even as geopolitical risks cloud near-term visibility. This article examines whether LRCX’s valuation, earnings momentum, and strategic positioning justify a buy rating despite a cautious Zacks Rank.

Valuation: Undervalued PEG Ratio Signals Opportunity

Lam Research’s PEG ratio of 1.24 (as of July 2025) remains below both the semiconductor equipment industry average of 1.55 and the broader Electronics-Semiconductors sector’s average of 1.59. This metric, calculated by dividing the P/E ratio by the 5-year EBITDA growth rate, suggests LRCX is trading at a discount to its growth prospects.

The PEG ratio’s allure lies in its dual consideration of valuation and growth. A ratio under 1.5 typically indicates undervaluation, and LRCX’s 1.24 places it squarely in this category. Even if we use the industry average cited in earlier research (2.09), LRCX’s PEG remains compelling. This discount is puzzling given its dominant market share (15% of global wafer fabrication equipment, or WFE) and its role in critical technologies like atomic layer deposition (ALD), essential for AI chip production.

Earnings Momentum: Positive Revisions Amid Industry Growth

Lam’s earnings revisions tell a story of resilience. Despite macroeconomic headwinds, analysts have raised fiscal 2025 EPS estimates to $4.00, a 5% increase from 2024 levels. This upward momentum aligns with LRCX’s 48% year-over-year (YoY) earnings growth projection for Q2 2025.

The semiconductor equipment sector is a prime beneficiary of AI’s rise. AI chips require advanced nodes (e.g., 3nm and below), demanding cutting-edge equipment like LRCX’s etch and deposition tools. This structural demand, paired with rising WFE spending (expected to hit $130 billion by 2027), positions LRCX for sustained growth.

The Zacks Rank Dilemma: Why Hold Doesn’t Tell the Full Story

Lam Research’s Zacks Rank #4 (Sell) as of July 2025 reflects near-term risks, including:
Geopolitical tensions: U.S.-China trade disputes could disrupt LRCX’s China revenue (a major market).
Delayed NAND spending: A slowdown in NAND memory chip investments has dampened short-term demand.

However, the Zacks Rank focuses on 12–24 months of near-term volatility. It underweights long-term catalysts like:
1. AI-driven capex boom: Chipmakers like TSMC and Samsung are ramping up AI-specific foundries, requiring Lam’s tools.
2. Potential China trade thaw: If U.S. sanctions ease, LRCX could regain access to Chinese clients, boosting revenue.

The Rank’s caution is understandable, but investors should separate short-term noise from LRCX’s strong fundamentals:
Forward P/E of 21.6x, below the semiconductor sector’s 35.3x average.
ROE of 53%, reflecting operational efficiency.

Catalysts for a Re-Rating: AI and Geopolitical Shifts

The key catalysts to watch for a valuation rebound are:
1. AI Chip Demand: NVIDIA’s $200 billion AI chip roadmap and Google’s quantum computing investments underscore the need for advanced fabrication tools. LRCX’s ALD systems are critical for these chips.
2. Trade Policy Shifts: A potential easing of U.S.-China trade restrictions could unlock $500 million+ in annual revenue for LRCX.
3. Q3 2025 Earnings: Management’s guidance of $1.00 EPS and $4.65 billion in revenue (both above consensus) could surprise positively.

Risks and Conclusion: A Buy for the Next 12 Months

Lam Research isn’t without risks:
Execution risks: High R&D costs ($1.3 billion annually) could pressure margins.
Macroeconomic slowdown: A recession could delay chip capex.

However, the long-term case for LRCX is too strong to ignore. Its PEG discount, earnings momentum, and strategic position in AI infrastructure justify a buy rating for the next 12 months. Investors should aim for a target price of $110 (25x forward P/E), with upside if China-related risks abate.

In sum, LRCX’s valuation and growth trajectory make it a compelling play on the AI revolution. While near-term headwinds justify caution, the re-rating potential is undeniable.

Investment thesis: Buy LRCX at current levels, with a 12-month price target of $110.
Risk rating: Moderate (geopolitical and macro risks).
Hold for: 12–18 months for valuation expansion.



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US teachers union teams up with giants

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This illustration picture shows icons of Google’s AI (Artificial Intelligence) app BardAI (or ChatBot) (C-L), OpenAI’s app ChatGPT (C-R), and other AI apps on a smartphone screen in Oslo, on July 12, 2023. (Photo by OLIVIER MORIN / AFP)

NEW YORK, United States The second biggest teachers union in the United States unveiled a groundbreaking partnership Tuesday with AI powerhouses Microsoft, OpenAI, and Anthropic to develop a comprehensive training program helping educators master artificial intelligence.

“Teachers are facing huge challenges, which include navigating AI wisely, ethically and safely,” said Randi Weingarten, president of the American Federation of Teachers during a press conference in New York.

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“In the absence of rules of the game and guardrails (from the US government)…we are working with these partners so that they understand the commitment we have to our students,” she added.

The AFT represents 1.8 million members across the United States, from kindergarten through high school.

The announcement came as generative AI has already begun reshaping education, with students using tools like ChatGPT for everything from essay writing to homework help.

Meanwhile, teachers grapple with questions about academic integrity, plagiarism, and how to adapt traditional teaching methods.

The AI giants are investing a total of $23 million in creating a New York training center to guide teachers through generative AI learning.

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Microsoft is contributing $12.5 million, OpenAI $10 million, and Anthropic $500,000.

The five-year initiative won’t develop new AI interfaces but intends to familiarize teachers with existing tools.

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“What we’re saying to the world and to teachers across the country is you now have a place, you now have a home, a place where you can come and co-create and understand how to harness this tool to make your classroom the best classroom it possibly can be,” said Gerry Petrella, Microsoft’s general manager for US public policy.

The National Academy for AI Teaching will launch its training program this fall, aiming to serve 400,000 people over five years.

Microsoft staff are already participating in a tech refresher session this week.

AFT affiliates include the United Federation of Teachers (UFT), which represents about 200,000 New York teachers.

UFT President Michael Mulgrew drew parallels between AI and social media, which generated excitement at launch but proved to be “a dumpster fire,” in his view.



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“We’re all very skeptical, but we also are very hopeful,” he added.





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