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Cerebras has already passed its first public-market test. CBRS priced at $185, survived a volatile debut, and closed September 25 at $206.63. The next test is less glamorous than a new AI model but just…
Akamai’s $11.6 billion Anthropic contract looked like a clean AI-cloud victory when the news crossed. The shareholder math is less tidy. Akamai expects to spend about $5.5 billion to build the capacity, and Anthropic received…
Nvidia and Palantir are both sold as ways to own the artificial-intelligence buildout, but investors are buying very different machines. Nvidia sells the computing platform that makes modern AI possible. Palantir sells software that helps…
Microsoft has rebuilt Copilot around three jobs: answering, building and continuing work without a person watching every step. The product announcement matters, but the commercial change matters more. Home, Code and Autopilot put chat, Office…
Article Brief Key Takeaways 4 Points24s Read 01Session split–META rose 1.01% while GOOGL fell 3.81% on September 23, a relative gap of about 4.8 percentage points. 02Meta edge–Connect and Muse give Meta the clearer immediate…
Article Brief Key Takeaways 4 Points24s Read 01The rally–PLTR gained about 4% as investors connected the FAA’s SMART rollout with a possible Palantir opportunity. 02The contract–The disclosed $875 million, 12-year SMART and FMDS prime contract…
Article Brief What the next 15 years could bring 5 Points30s Read 01Near term–AI agents will reorganize office work, education, healthcare and software before they become consistently reliable. 02By 2030–AI is likely to function as…
Advanced Micro Devices crossed the $1 trillion market-cap line on Monday, then held near the milestone Tuesday as investors kept buying the CPU and accelerator trade. The celebration creates a harder forecast question than the…
Arm Holdings shares closed Monday at $322.90, up 17.16% in one session, after investors linked Meta’s fast-starting Muse agent to a much larger market for the CPUs that coordinate AI work. The move was powerful…
SpaceXAI has launched Grok 4.7 with a pitch designed for teams that run AI agents all day: better coding and knowledge-work performance at the same $2 per million input tokens and $6 per million output…
Anthropic has put a number on a transition that AI labs usually describe only in broad terms: Claude now leads 26% of the company’s AI research and development work. More than 90% of measured work…
Meta Platforms finished Monday at $741.25, up 11.43%, after investors found the consumer AI growth story they had been waiting for. Muse, Meta’s new personal AI agent, is adding users faster than ChatGPT did at…
Article Brief What changed 3 Points18s Read 01The block–Amazon stopped Meta’s Muse from shopping on Amazon.com and cited unauthorized agent access under its conditions of use. 02The dispute–Meta says Muse protects credentials and requires user…
Nvidia has added another autonomous-vehicle partner, but the useful signal is not the word “collaboration.” It is the breadth of the stack Einride plans to use. The Swedish freight operator will adapt Nvidia Hyperion for…
A proposed U.S.–China alert channel for serious artificial-intelligence incidents is arriving at a convenient moment for chip investors: Asian technology shares opened higher on Monday, September 21, just days before Donald Trump and Xi Jinping…
Nvidia CEO Jensen Huang has drawn a hard boundary in the argument over artificial intelligence risk. In a CBS News interview aired Sunday, he rejected predictions that AI could end humanity within the next few…
Donald Trump said on September 19 that he is forming an “AI Force” and will name an “AI czar.” His announcement identifies a new political priority but leaves its operating powers undefined: it does not…
Google says Gemini accessed three real companies during a cybersecurity test in May, then stopped when it recognized that the targets were real. The disclosure on September 18, 2026 leaves an uncomfortable gap between two…
OpenAI is in early talks with investors about a funding round that would value it at more than $1.2 trillion, the Financial Times reported on Tuesday evening, three days after Sam Altman said the company…
The 10-year Treasury yield rose above 5% on Tuesday morning and touched 5.04%, its highest level since 2007, as oil near $106 a barrel and a Federal Reserve rate increase priced for Wednesday pushed the…
Donald Trump spent Monday telling the AI industry that the danger it is warning about is a hoax, and the industry spent Monday writing rules for itself anyway. In a run of posts on Truth…
Cybersecurity stocks are having their best day in years on the same call that is sinking the chipmakers. CrowdStrike rose 14.9% to $237.57, a record, Zscaler 15.2%, SentinelOne 15% and Palo Alto Networks 12.8% by…
Oracle is cutting staff to pay for the data centers it is building, and its founder has decided not to sell the stock he is asking shareholders to hold. Shares fell about 5% to around…
The AI chip chain is being sold before the bell and the software that sits on top of it is being bought. At 9:17 a.m. ET, Intel was down 6.8%, Micron 6.2%, AMD 5.8%, Arm…
Firmus Technologies began pitching investors on Monday for an initial public offering that could raise as much as A$7 billion, about US$5 billion, on the Australian Securities Exchange, with a listing targeted for the end…
Dario Amodei’s plan to slow the AI race is two days old, and every part of it that needed someone else’s consent is already gone. The Anthropic chief executive’s essay asks for three things: outside…
South Korea exported a record $59.98 billion of information and communications technology products in August, up 162.6% from a year earlier, the Ministry of Science and ICT said on Monday. For the first time, ICT…
Anthropic is the previously unnamed customer that agreed last month to buy about $13.7 billion of AI computing services from RUM Group, The Information reported on Sunday evening. RUM Group, which owns the video platform…
SoftBank Group shares fell nearly 12% in Tokyo on Monday, the steepest drop among the major Asian AI stocks TECHi tracked, as investors got their first chance to trade the weekend’s calls from AI industry…
Shares of SK hynix fell 5.4% and Samsung Electronics 3.4% in the first 20 minutes of trading in Seoul on Monday, pulling South Korea’s KOSPI index down 3.2%. It was Asian markets’ first chance to…
