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Microsoft and these other stocks are the way to play AI now, says Goldman Sachs
So-called “platform” stocks, such as Microsoft and Snowflake are the most attractive part of the AI sector according to Goldman Sachs.Business - MarketWatch - October 14 -
Nuclear energy stocks hit record highs on surging demand from AI
Amazon and Google deals to deploy small modular reactors are latest step in sector’s revitalisationBusiness - Financial Times - October 20 -
This AI stock just got downgraded after a 130% rally for the year
Coherent’s transceivers have proved useful for data-center connectivity, but a Rosenblatt analyst sees several factors that could stall the stock’s run.Business - MarketWatch - October 22 -
IBM says AI business is rapidly growing, but that’s not enough to help the stock
IBM’s stock is falling despite a profit beat for the third quarter, as consulting revenue came in flat and infrastructure revenue declined.Business - MarketWatch - October 24 -
Super Micro's $50 billion stock collapse underscores risk of AI hype
Since being added to the S&P 500 in March, Super Micro has lost about two-thirds of its value and now faces the risk of Nasdaq delisting.Business - CNBC - October 31 -
Super Micro's $50 billion stock collapse underscores risk of AI hype
In March, Super Micro Computer was added to the S&P 500 after an epic run that lifted the stock by more than 2,000% in two years, dwarfing even Nvidia’s gains.Top stories - NBC News - October 31 -
The year's top tech stock is up 300% thanks to AI — but it's not Nvidia
With its stock having quadrupled this year, AppLovin has outperformed all other U.S. tech companies valued at $5 billion or more.Business - CNBC - 4 days ago -
Palantir’s stock surges as AI drives a further acceleration in growth
Palantir’s CEO says the latest earnings are ”a slap in the face of people who continue to believe that the value of AI is solely in building AI large language models.”Business - MarketWatch - 3 days ago -
Lumen reveals latest numbers around AI deals, and stock leaps higher
Lumen’s CFO says an additional $3.5 billion in AI business “really allows us to go after the capital structure and actually reduce debt.”Business - MarketWatch - Yesterday -
Upstart’s return to ‘growth mode’ helps send the AI lending stock higher
Loan volumes picked up 43% on a sequential basis.Business - MarketWatch - 17 hours ago -
Asian semiconductor stocks rise after shares of AI chip darling Nvidia hit a record high
Nvidia's gains in share price lifted its market value to top $3.4 trillion, unseating Microsoft as the second most valuable company on Wall Street.Business - CNBC - October 15 -
Phunware stock climbs 18% after mobile-advertising company touts generative AI
Shares of Phunware Inc. rose 17.6% on Wednesday after the mobile-advertising software company gave a business update and announced the development of a new generative-AI platform.Business - MarketWatch - October 16 -
Nvidia’s stock sets one record but falls short of another
While TSMC issued upbeat commentary on the state of the AI market, Wall Street perhaps already had that confidence.Business - MarketWatch - October 17 -
Nvidia stock rises to new record, exceeding June high as AI trade is rekindled
Shares of Nvidia rose more than 3% on Thursday, briefly tapping a new intraday high of $140.89. It bested a previous record of $140.76, set June 20.Business - CNBC - October 17 -
AMD’s stock stands out from other AI names. What that may say about the market.
AMD’s stock is the only one of select AI names with a lower forward multiple now than its five-year average.Business - MarketWatch - October 21 -
ServiceNow rides AI wave to another beat-and-raise quarter
ServiceNow says businesses increasingly are turning to the company’s software to improve employee productivity — and now AI is part of the mix.Business - MarketWatch - October 24 -
Ways to target – or avoid — Big Tech and megacap stocks via ETFs amid AI frenzy
“The shape of the U.S. equity market has undergone a massive change over just the last few years,” says BlackRock’s Rachel Aguirre.Business - MarketWatch - October 24 -
Apple, Meta and Amazon must show the stock market that AI spending is paying off
Big-tech bellwethers facing scrutiny on whether they are meeting competitive challenges.Business - MarketWatch - October 30 -
Apple sells $46 billion worth of iPhones over the summer as AI helps end slump
Apple snapped out of a recent iPhone sales slump during its summertime quarterTech - ABC News - October 31 -
Arm says it’s fueling many AI needs, but its stock shrugs off an earnings beat
The chip designer beat expectations for both its revenue segments.Business - MarketWatch - Yesterday -
The Future of AI Is AI Building AI for AI
What if the future is even more dystopian than they’re letting on?Business - Inc. - October 13 -
Job Seekers Are Using AI to Fight AI
Job-seeking AI might help humans win the battle, but it may cost us the war.Business - Inc. - October 18 -
The rise of AI celebrity endorsements
AI-generated images of celebrities endorsing political candidates are spreading quickly. Learn how to spot the fakes and avoid being misled.Top stories - CBS News - October 16 -
AI and the nuclear renaissance
Welcome to The Hill's Technology newsletter {beacon} Technology Technology The Big Story Big Tech taps nuclear power as AI energy demand grows Major technology companies are increasingly turning ...Politics - The Hill - October 17 -
The fight for AI labels
The Hill's weekly technology news digest. {beacon} Friday, October 18, 2024 LEADING THE DAY Lawmakers struggle for ways to distinguish real content from AI fakes Image © Getty Images ...Politics - The Hill - October 18 -
Why AI is going nuclear
Microsoft, Amazon, and Google have all announced plans to partner with or build new nuclear power plants and reactors for AI. Here's why.Tech - VentureBeat - October 18 -
Infrastructure is destiny in the AI era
It’s increasingly clear that building more data centers and power plants will catalyze a reindustrialization of the U.S. that benefits the entire country.Politics - The Hill - October 24 -
Beware the AI bureaucrats
It’s not killer robots we should be worried about, but the automated plumbers of the information networkBusiness - Financial Times - October 26 -
AI Slop Is Flooding Medium
The blogging platform Medium is facing an influx of AI-generated content. CEO Tony Stubblebine says it “doesn’t matter” as long as nobody reads it.Tech - Wired - October 28 -
This Is a Glimpse of the Future of AI Robots
Physical Intelligence, a well-funded startup chasing breakthroughs in robotic intelligence, has developed a robot capable of doing various household chores remarkably well.Tech - Wired - October 31 -
How to Navigate the AI Minefield
Watch out for these three AI concerns: ethics, legal and cybersecurityBusiness - Inc. - 5 days ago -
Stocks soar on Trump win
Welcome to The Hill's Business & Economy newsletter {beacon} Business & Economy Business & Economy The Big Story Trump victory sends stocks, crypto soaring Stocks skyrocketed Wednesday after ...Politics - The Hill - Yesterday -
PicsArt’s creative AI playbook: A vision for contextual intelligence, AI agents
Eventually, Mehrabyan says contextual intelligence will lead PicsArt to an agent-based ecosystem.Tech - VentureBeat - October 14 -
Anguilla’s .ai Web Address Makes the Tiny Island Money in the AI Boom
Registrations from artificial intelligence company websites let the Caribbean territory tap a rich vein of revenue from a digital gold mine.Business - Inc. - October 16 -
Asana AI Studio now offers AI agent creation for workflow management
Work management platform Asana said multiple AI agents on a workflow system gets rid of "busy work."Tech - VentureBeat - October 22