Manyika and Hassabis say that they defend the move to change its principles because democratic governments and businesses ...

Merion Road Capital Management, an investment advisor, released its fourth-quarter 2024 investor letter. A copy of the letter ...

The Magnificent Seven stocks have been a huge source of gains for the S&P 500. Without the cohort of tech titans, I think ...

AI investors who sold after DeepSeek are missing something … the “war” with China … a shortsighted 7% Alphabet selloff … why altcoins are about to jump As you know, the sudden emergence of the ...

Alphabet and Meta. Marc Andreessen, one of the most influential tech venture capitalists in Silicon Valley, hailed the release of the model as “AI’s Sputnik moment”. The sudden emergence of ...

Early into Donald Trump’s first term, Eric Schmidt, then-executive chair of Alphabet ... bullishness was based on the idea of a deep moat around AI stocks, which now looks much shallower.

While Elon Musk joined President Donald Trump in the White House as he signed a series of executive orders, the SpaceX CEO’s ...

Being mindful of very large dislocations from historical valuation norms is a simple thing that, when pursued in a ...

Frameworks for orchestrating Agentic AI work are expected to emerge. Notably, a large percentage of use cases are expected to start to employ this approach. With this in mind, let us now have a ...

The Tesla Optimus—an increasingly important part of the bull thesis—has little chance of long-term success. See why I reiterate that investors should avoid TSLA.

The popular narrative is that if AI models can be created using lower-quality and lower-cost chips, Nvidia's sales will fall off a cliff. It's important to keep in mind that DeepSeek's claims may ...