Apollo’s Sløk: The market faces big risks if hyperscalers’ AI profits get delayed
Wall Street expects hyperscaler companies’ free cash flow to boom, starting in 2028. If that boom doesn’t materialize,…
Palo Alto CEO Arora says AI pricing needs to come down
Palo Alto Networks CEO Nikesh Arora warned that token costs need to drop as much as 90% to…
Anthropic’s new Claude feature is quietly selling you on AI
At a time when AI backlash and data center protests are making headlines, Anthropic’s Claude is rolling out…
Anthropic, OpenAI, and SpaceX are bigger than the last 25 years of tech exits
We’ve talked before about the hot IPO summer, but with SpaceX just launched to public markets and Anthropic…
Altman: OpenAI’s newest model is 54% more efficient on agentic coding
OpenAI CEO Sam Altman told CNBC on Thursday that GPT-5.6 Sol, the company’s latest artificial intelligence model, is…
Meta falls as massive AI infrastructure spending plans overshadow chip progress
Investing.com — Meta Platforms (NASDAQ:META) shares declined 2.6% Thursday morning as the company’s ambitious plans to double its…
Software stocks slide as Starbucks builds AI tools to replace vendor software
Investing.com — IBM, ServiceNow, and Salesforce shares are down in premarket trading on Thursday after a report that…
AI memory stocks trim losses as investors buy the dip
What happened: AI memory stocks Micron (MU), Sandisk (SNDK), and Western Digital (WDC) trimmed losses on Wednesday as investors…
Startup Cofounder Accidentally Spent $30,000 on AI Tokens, Worth It
This as-told-to essay is based on conversations with Sarthak Dhawan, a 21-year-old cofounder of Turbo AI, based in…
Execs Confused and Horrified by the Huge AI Bills After Thinking They Could Replace Workers for Free
By now, it’s clear that the only way the tech industry can justify the cost of AI is…
Weizenbaum: Computer scientist who created world’s first chatbot in the 1960s spent his whole life warning that AI should never replace humans, and the reason will shock you
Joseph Weizenbaum realized that programs like his Eliza chatbot could “induce powerful delusional thinking in quite normal people”…
Nvidia Rises on China and AI Partnership Buzz
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) rose Wednesday after reports said the AI chip leader is…