The Situational Awareness unwind is only one reason the AI trade is back
It was a clearing event after all. It’s been just over a week since the forced unwind of…
AMD buys Taalas, startup that hardwires AI models into its silicon
An AMD employee installs a the first Helios rack-scale AI system in a data center lab in Rockdale,…
Microsoft makes OpenAI GPT-5.6 Sol default in GitHub Copilot for staff
Jay Parikh, executive vice president of CoreAI at Microsoft, speaks at a Siemens news conference at the Consumer…
Palantir stock rises 16% on soaring commercial revenue, AI sovereignty
Palantir CEO Alex Karp speaks during an interview on July 27, 2026 in New York City. John Lamparski…
Leopold Aschenbrenner Situational Awareness fund: $45B to fire sale
Leopold Aschenbrenner Photo: Josh Edelson Two years ago, Leopold Aschenbrenner argued he was one of few people in…
Tech’s pricey AI buildout: Dwindling cash and soaring memory costs
Almost four years into the artificial intelligence boom, the world’s biggest tech companies are still making grand promises…
Leopold Aschenbrenner’s hedge fund is facing steep AI losses
The $24 billion hedge fund founded by former OpenAI researcher Leopold Aschenbrenner unwound all of its public stock…
Jim Cramer says software’s comeback could be the blueprint for AI stocks’ next rally
CNBC’s Jim Cramer said on Wednesday that software’s sharp turnaround shows how quickly Wall Street can change its…
Nvidia launches AI initiative as OpenAI cyber attack fallout continues
Nvidia and a host of tech giants on Monday launched a new artificial intelligence safety initiative focused on…
From Silicon Valley to DC, tech world obsessed with AI distillation
Jeff Dean, head of artificial intelligence at Google LLC, speaks during a Google AI event in San Francisco,…
Moody’s: AI spending threatens credit quality of Amazon, Meta, Alphabet
Sundar Pichai, CEO of Alphabet, Satya Nadella, CEO of Microsoft, Andy Jassy, CEO of Amazon and Mark Zuckerberg,…
Cerebras stock gains on AMD partnership
Andrew Feldman, co-founder and CEO of Cerebras Systems, holds the Wafer Scale Engine 3 chip at the Nasdaq…