artificial intelligence

Softbank Group Corp (OTC:SFTBY) may be preparing for its next giant AI gamble: borrowing against its soaring OpenAI stake to help finance an expanding empire spanning Stargate data centers, robotics and AI infrastructure. OpenAI Stake Becomes Financial Firepower During the company's earnings call,...

Driven by the relentless artificial intelligence (AI) boom, U.S. data center construction has eclipsed office building investment, with stocks like Equinix Inc. (NASDAQ:EQIX) and Digital Realty Trust Inc. (NYSE:DLR) in focus. A Historic Real Estate Reversal According to Augur Infinity market data...

Influential analyst Ali Martinez warned Wednesday of the growing threat artificial intelligence poses to the cryptocurrency industry, citing a surge in AI-driven fraud. Is Crypto Downplaying AI Threat? In an X post, Martinez alluded to a January report by on-chain analytics firm Chainalysis, which...

HubSpot Inc (NYSE:HUBS) is one of several software stocks that have gotten hammered over the past year, with fears that the growth of artificial intelligence use cases could minimize the importance of the company or usability of its products. A co-founder of the company is buying the dip with...

Anthropic will meet behind closed doors with the House Committee on Homeland Security today to walk lawmakers through Mythos, the company's cybersecurity-focused AI system. The session lands as Washington's anxiety about artificial intelligence safety and national security keeps climbing. Three...

Private artificial intelligence (AI) companies are now trading at valuation multiples that public software investors have not achieved. Data from Forge Global shows that private-market enthusiasm around AI continues to dramatically outpace valuation discipline in public equities.  Private AI...

Nebius Group N.V. (NASDAQ:NBIS) may not command the same attention as Nvidia Corp (NASDAQ:NVDA), but its latest quarter is suddenly giving Nvidia bulls another reason for confidence ahead of Nvidia earnings next week. Nebius stock surged after the company posted explosive first quarter results,...

For years, Federal Reserve minutes were among Wall Street's most market-moving events. But in today's AI-driven rally, one earnings report may now rival macro data releases in influence: Nvidia Corp (NASDAQ:NVDA). The Santa Clara, California-based chip giant, whose earnings are due next week, is...

Wall Street has spent months worrying that Oracle Corp (NYSE:ORCL) is borrowing too aggressively to fund its AI ambitions. Wedbush analyst Dan Ives thinks the market may be looking at the story backward. Ives raised his price target on Oracle to $275 from $225 this week, implying more than 40%...

The artificial intelligence (AI) trade may be entering a new phase, and this time, investors are looking beyond semiconductor winners toward companies that can actually monetize AI at scale. After nearly two years of AI-driven market leadership by Nvidia Corp (NASDAQ:NVDA), shares of Alphabet Inc (...

The U.S. Department of Commerce webpage deleted details outlining a deal with Google, xAI, and Microsoft to allow the government to examine new artificial intelligence models for security vulnerabilities before public release.  The arrangement, which was announced last week, was presented as part...

For much of the AI boom, the race for dominance has largely looked like a U.S. battle between companies such as OpenAI, Anthropic and Elon Musk's xAI. But JPMorgan believes Europe may finally have its own serious contender. In a new note initiating coverage on Mistral AI, JPMorgan described the...

Cisco Systems Inc (NASDAQ:CSCO) looks to keep momentum in place with shares at all-time highs when it reports third-quarter financials on Wednesday after market close. Here are the earnings estimates, what experts are saying and key items to watch. • Cisco Systems stock is at critical...

For much of the AI boom, the narrative seemed straightforward: OpenAI built the breakout consumer product, and everyone else was chasing ChatGPT. April's web traffic data is suddenly making that story look more complicated. According to Similarweb, Anthropic‘s Claude.ai posted 34.18% month-...

Cerebras Systems (NASDAQ:CBRS) is quickly turning into one of the hottest IPO stories of the year — and the frenzy around the deal may be revealing something bigger about Wall Street's AI obsession. The AI chip startup reportedly raised its preliminary IPO pricing range to $150 to $160 per share...