Meta and Microsoft’s AI Spending: a Tale of Two Earnings Reports
Meta’s message to investors: The AI spending will continue until returns improve. Investors’ response: No thanks. AI spend…
Anthropic Stock Has Become Silicon Valley’s Golden Ticket
Owning Anthropic stock is like finding Willy Wonka’s Golden Ticket. Everyone wants it. Nobody’s giving it up. As…
Fear, greed, and Claude: Meet the day traders vibe coding AI bots to beat the market
More day traders are vibe coding their own AI agents to help them beat the market. Investors who…
Three AI Giants Are on Track to Upend the Public Markets
Anthropic has entered the IPO chat. One of the hottest AI startups in the world is taking its…
The Musk-Altman Trial Is in the Final Stretch. These Big Questions Still Remain.
One of the biggest trials in tech is entering its final stretch. Loading audio narration… Elon Musk’s lawsuit…
Wall Street Opens up Its Partnership Playbook for AI
Anthropic’s new technique for nabbing customers: Partner with the companies that own them. Loading audio narration… The AI…
OpenAI’s Reported Struggles Impact Big Tech’s Earnings Reports
No pressure, but five companies carrying the market report earnings over the next 48 hours. Loading audio narration……
Is Elon Musk Building the AI Avengers?
Elon Musk likens himself to Iron Man, so why not assemble the AI Avengers? Loading audio narration… A…