Tokyo's Nikkei extended losses at the open, falling 1,076 yen, as concerns over slowing AI development drove s…
Nvidia, Intel and SK Hynix jumped, while the Dow Jones wavered ahead of a likely Fed rate hike and Warsh's com…
Daniel Ives reiterated his view that Palantir could one day hit a $1 trillion market capitalization, about 141…
A shareholder of more than 10 years says he won't sell a single Microsoft share, citing fiscal 2026 revenue of…
Trump dismissed AI existential risk as a 'hoax.' Nvidia CEO Jensen Huang is called a 'lying liar,' and people…
Data Insights' August 2026 Crowding Report found no Magnificent Seven company saw long fund participation rise…
In an early August Substack post, Michael Burry reiterated short positions in Nvidia, Palantir, Micron Technol…
Anthropic's second-quarter revenue was above $11.5 billion, up from $4.73 billion in the first quarter and $78…
Qualcomm's stock climbed to a two-month high, a sign of investor interest in its diversification beyond smartp…
Forgent Power Solutions reported fiscal 2026 fourth-quarter revenue of $462 million, up 94% year over year, wi…
Anthropic CEO Dario Amodei, OpenAI CEO Sam Altman, and Elon Musk warned AI development needs to slow for safet…
Nvidia's quarterly 13F filing showed its portfolio at roughly $99 billion at the end of fiscal Q2, which ended…
Auxier Asset Management said in its Q2 2026 letter that Caterpillar Inc
Chevron rose roughly 2.1% to $216.58 as Brent crude hit $109.20 per barrel, and it signed a 20-year power agre…
Wells Fargo's Kwon cut the firm's view on US stocks as AI worries mount in tech
After Anthropic CEO Dario Amodei urged AI companies to slow model capability gains, SoftBank fell as much as 1…
On September 14, Anthropic's CEO expressed the view that the AI development race should be decelerated, and se…
Diamond Online reports that investors are shifting toward Kioxia, a memory chip maker, moving away from a conc…
Kioxia Holdings shares fell 6% in the stock market session on the 14th, as concerns over a slowdown in AI deve…
SCREEN and Lasertec, two Japanese suppliers of AI-semiconductor equipment and inspection tools, both turned ar…
Anthropic CEO Dario Amodei published a weekend proposal to slow frontier AI model development; Sam Altman and…
Thermo Fisher Scientific CEO Marc Casper told CNBC that AI kills ineffective medicines faster and speeds promi…
Seeking Alpha published an analysis arguing that Arista Networks' AI networking business and its EOS software…
Chip and computer hardware stocks tied to the AI buildout attempted a comeback on Tuesday, following Monday's…
Yole says the semiconductor industry is on track to nearly quadruple in revenue by 2031, even as it ships bare…
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60,000+ monthly readersAMD rose approximately 3.0% to $508 Tuesday morning, recovering part of Monday's more than 4% drop, after seco…
Nvidia shares edged up 1% on Tuesday after plunging more than 3% on Monday, as Pella Funds' Jordan Cvetanovski…
The Commerce Department last month told Kalshi to unpublish its AI-compute future curve, citing national secur…
Situational Awareness, the hedge fund formed by ex-OpenAI researcher Leopold Aschenbrenner, has been buying ca…
Wharton's Jessica Wachter estimates hyperscaler AI data-center spending will reach nearly $1.1 trillion throug…
Arm Holdings (ARM) dropped more than 8% as chipmakers and AI stocks pulled back after prominent AI leaders cal…
Anthropic CEO Dario Amodei's essay warning that advanced AI risks slipping beyond human control without delibe…
The AI slowdown debate has split tech CEOs, with Nvidia and Broadcom dismissing any threat while Elon Musk cal…
Anthropic CEO Dario Amodei said the industry must slow the pace of improving AI models, arguing risk preventio…
SpaceX's Q2 capital expenditures came in at roughly $18.4 billion, with $15.8 billion devoted to AI, versus $1…
Zacks Investment Research spotlights Broadcom (AVGO), Vertiv (VRT), and Caterpillar (CAT) as AI-related stocks…
Trump said on Monday the U.S
Microsoft joined OpenAI, Anthropic, and SpaceXAI on Monday in endorsing a more prudent approach to frontier AI…
Seeking Alpha published an analysis titled "Western Digital: More Consolidation Necessary - Multi-Year AI-Driv…
AI leaders warned of new cyber threats, and Palo Alto Networks and its rivals saw their shares surge
Corning Stock Is Today's Worst in the S&P 500, and the decline went beyond the broader AI selloff
Vertiv agreed to buy UtilityInnovation Group for about $1.45 billion, and Broadcom's fiscal Q3 2026 AI semicon…
Crowdstrike stock hit an all-time high, with shares booming 14% amid AI concerns
CrowdStrike rose 12% to $232.08, Zscaler 12% to $183.97, and Palo Alto Networks 11% to $366.40 in midday Monda…
Marvell fell 7% to $220.04, Broadcom dropped 4% to $346.03, and NVIDIA pulled back 3% to $211.87 as a weekend…
Micron stock sank again, with Barron's linking the drop to AI safety fears rather than to Micron's underlying…
Anthropic CEO Dario Amodei published a Saturday essay urging slower AI capability improvement, OpenAI CEO Sam…
Anthropic CEO Dario Amodei published "We Must Pace the Frontier," urging AI labs to slow capability gains, and…
Siemens Energy and GE Vernova were hammered in a market selloff after tech CEOs, including OpenAI founder Sam…
Nvidia's stock fell, and Barron's published a piece calling it still the best chip bet in an AI slowdown
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