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Recent
Markets
AI
Ross Gerber Says Chip Sell Off 'a Gift' for Those That Want to Retire Even as SK Hynix US Debut Nears: 'Captured by Very Short-Term Thinking'
Penguin Solutions Delivers Q3 Double Beat, Raises FY26 Outlook on 'Very Strong' AI-Driven Demand
Muse Image Launch Puts Fresh Fuel Under Meta Stock
Penguin Solutions Delivers Q3 Double Beat, Raises FY26 Outlook on 'Very Strong' AI-Driven Demand
Muse Image Launch Puts Fresh Fuel Under Meta Stock
Certara, Silo Pharma Advance AI Agent Strategies with Nvidia Initiatives
Jim Cramer’s Take: GEV, CAT, INTC Still Have Room — But Today Is A Punisher
Certara, Silo Pharma Advance AI Agent Strategies with Nvidia Initiatives
Jim Cramer’s Take: GEV, CAT, INTC Still Have Room — But Today Is A Punisher
SpaceX’s 91% Growth Forecast Isn’t Just a Rocket Story, JPMorgan Says
Walmart, Apple And Nike May Be Agentic AI's First Winners. Grocery May Be The First Loser
Read More...
AI Recent News
Wall Street Welcomes SK Hynix: Will Micron And SanDisk Foot The Bill?
SK Hynix plans its U.S. listing, joining other memory stocks in the AI boom. Existing winners may be sold to fund the newcomer.
EXCLUSIVE: The Biggest Robotics Problem Isn't Batteries or AI. It's ROI
Robotics companies keep improving AI and hardware, but Jerry Wang says the main hurdle is proving ROI. Here's why that matters for investors.
Microsoft is Cutting 4,800 Jobs: Is AI To Blame? Yes And No
Microsoft announced job cuts Monday. The question on everyone's mind is if AI is to blame. The company's explanation makes the answer complicated.
TeraWulf and IREN Just Joined Anthropic's Growing Club of Former Bitcoin Miners
TeraWulf and IREN are the latest former Bitcoin miners tied to Anthropic's AI expansion, joining Hut 8 in a growing infrastructure trend.
Michael Burry Rejects Claims He Was Wrong on Nvidia, Tesla and Housing Bets
Michael Burry pushed back after an X user claimed he was wrong on NVIDIA, Tesla and another U.S. housing market crash.
AI-Native Startups Hire Fewer Junior Workers and More Senior Talent, Harvard Study Finds
A Harvard and INSEAD study finds AI-native startups hire fewer entry-level workers and rely more on senior technical talent.
Trump Won't Create AI Regulator, Says Former White House Adviser Sriram Krishnan Amid Data Center Backlash: 'That Is Never, Never Going To Happen...'
Former White House AI adviser Sriram Krishnan said the Trump administration will not create a centralized AI licensing agency.
This AI Stock Beat Nvidia by 200%—Then Zuckerberg Sparked a 17% Sell-Off
Applied Optoelectronics (AAOI) tumbled 17% after Zuckerberg's AI comments, yet the AI networking stock still outpaces Nvidia by more than 200% this year.
Tesla Joins Uber in Putting the Brakes on Employee AI Spending
Tesla has capped employee AI spending weeks after Uber imposed similar limits, signaling a broader shift as companies rein in soaring AI costs.
Palantir Thinks AI's Competitive Moat Is Moving Beyond OpenAI and Anthropic
An interview with Palantir CEO Alex Karp suggests the next AI competitive moat may lie in enterprise software rather than foundation models.
Software Legend Kent Beck Says AI is Turning Coding Careers Into a ‘Cosmic Practical Joke’ as Soft Skills Become Critical
Kent Beck said AI is making communication and empathy increasingly important, arguing technical skill alone will no longer suffice.
Meta’s Potential AI Cloud Business Could Drive Higher Capex to Build Out Infrastructure, BofA Says
BofA Securities maintains a Buy rating on Meta Platforms Inc (NYSE: META) following reports of its planned cloud infrastructure business.
From Nvidia's 'Godfather of AI' to Palantir's 'Messi of AI': Dan Ives' Stock Calls That Defined a Bull Market
As Dan Ives leaves Wedbush, here's a look back at his biggest stock calls, from dubbing Nvidia the 'Godfather of AI' to calling Palantir the 'Messi of AI.'
Jim Cramer Says Meta Is Entering AI's 'Most Lucrative Game,' JPMorgan Thinks It Could Be A $20 Billion Business
The "Mad Money" host says Meta is entering AI's "most lucrative game." JPMorgan sees AI compute generating billions in annual revenue.
EXCLUSIVE: Enphase Says Investors Are Valuing It Wrong—and AI Could Change That
Enphase says investors still see a residential solar company, while it is evolving into a power semiconductor platform spanning AI infrastructure, EVs and storage.
Caterpillar Is Trading Richer Than Nvidia—And It's Selling Bulldozers
Caterpillar now trades at higher earnings multiples than Nvidia as AI-fueled demand transforms the industrial giant into an AI infrastructure play.
Anthropic Is Going All In on Drug Discovery Just as Pharma Stops Talking About AI
Anthropic launches Claude Science for researchers as PwC data shows AI mentions in pharma M&A decline, signaling a shift in AI adoption.
Energy Secretary Chris Wright Says Data Center Fears Are 'Overblown'
Chris Wright pushed back against criticism of data center expansion, calling concerns about environmental impact and job losses “overblown.”
Jim Cramer Says Wall Street Is Rewarding AI Makers While 'Punishing' Their Biggest Customers
Jim Cramer said Wall Street is rewarding AI infrastructure suppliers while punishing Big Tech companies spending to build it.
Elon Musk Responds to 'Crash Is Coming' Narrative, Says 'Momentary Dips' Exist but 'The Macro Trend Is Overwhelmingly Up'
Elon Musk said AI and robotics will drive long-term economic growth despite inevitable short-term economic setbacks
More Bark, More Beta: Corgi Debuts 31 Single-Stock ETFs Covering Nvidia, Tesla And More
Corgi launches 31 new single-stock leveraged ETFs tracking Nvidia, Tesla, AMD, Microsoft, and other AI and semiconductor leaders.
Anthropic Debuts Claude Sonnet 5 As Agentic AI Push Goes Mainstream
Anthropic introduces Claude Sonnet 5, a more capable option for developers building autonomous “agent” systems.
Bloom Energy Stock Rallies After The Bell — Here's Why
Bloom Energy shares rise on expanded partnership with Brookfield to finance $25B in AI infrastructure and data-center power projects
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