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The Artificial Intelligence (AI) Stocks That Worked in 2025 Aren't Working in 2026. Here's the New Playbook
After a run-in with reality, the market's starting to think more critically about these companies' actual potential.
What Is the Jevons Paradox and What Does It Mean for Micron and Sandisk Investors After Google's Revolutionary AI Breakthrough?
Anthropic ramps up its political activities with a new PAC
General AI
OpenAI executive shuffle includes new role for COO Brad Lightcap to lead ‘special projects’
In addition to Lightcap's new role, OpenAI CMO Kate Rouch will be stepping away from the company to focus on cancer recovery, with a plan to return when her health allows.
Anthropic is having a moment in the private markets; SpaceX could spoil the party
Glen Anderson, president of Rainmaker Securities, says the secondary market for private shares has never been more active — with Anthropic the hottest trade around, OpenAI losing ground, and SpaceX's looming IPO poised to reshape the landscape for everyone.
OpenAI Acquires Tech Talk Show ‘TBPN’—and Buys Itself Some Positive News
OpenAI is acquiring TBPN, a business talk show that’s popular among Silicon Valley elites, as it continues to battle its negative public image.
OpenAI acquires TBPN, the buzzy founder-led business talk show
TBPN, Silicon Valley's cult-favorite tech podcast, will operate independently, even as it's overseen by chief political operative Chris Lehane.
Deepseek v4 will reportedly run entirely on Huawei chips in a major win for China's AI independence push
Deepseek v4 is expected to launch in the coming weeks and will run exclusively on Huawei chips. China's biggest tech companies have reportedly already ordered hundreds of thousands of units. Nvidia was shut out of early testing. The article Deepseek v4 will reportedly run entirely on Huawei chips in a major win for China's AI independence push appeared first on The Decoder.
Trump ignores biggest reasons his AI data center buildout is failing
Nearly 50% of data center projects delayed as China holds key to power infrastructure.
New Broadcom CFO From Alphabet May Shape Capital Allocation Outlook
Broadcom (NasdaqGS:AVGO) has named Amie Thuener as its next Chief Financial Officer. Thuener previously held senior finance roles at Alphabet. She will succeed long-time CFO Kirsten Spears, marking a material leadership change in Broadcom’s finance organization. Broadcom operates across semiconductor solutions and enterprise software, with a focus on areas such as networking, accelerators and AI infrastructure. The company has also expanded in infrastructure and application software,...
How AI and ‘experience creep’ are making it harder for new graduates to find jobs
Recent graduates going into tech face a double bind: fewer entry-level openings and employers demanding experience that’s nearly impossible to get.
My biggest Issue with the Gemma-4 Models is the Massive KV Cache!!
I mean, I have 40GB of Vram and I still cannot fit the entire Unsloth Gemma-4-31B-it-UD-Q8 (35GB) even at 2K context size unless I quantize KV to Q4 with 2K context size? WTF? For comparison, I can fit the entire UD-Q8 Qwen3.5-27B at full context without KV quantization! If I have to run a Q4 Gemma-4-31B-it-UD with a Q8 KV cache, then I am better off just using Qwen3.5-27B. After all, the latter beats the former in basically all benchmarks. What's your experience with the Gemma-4 models so far? submitted by /u/Iory1998 [link] [comments]
Microsoft takes on AI rivals with three new foundational models
MAI released models that can transcribe voice into text as well as generate audio and images after the group's formation six months ago.
Google announces Gemma 4 open AI models, switches to Apache 2.0 license
Gemma 4 brings the first major update to Google's open models in a year.
Meta Pauses Work With Mercor After Data Breach Puts AI Industry Secrets at Risk
Major AI labs are investigating a security incident that impacted Mercor, a leading data vendor. The incident could have exposed key data about how they train AI models.
OpenAI’s Fidji Simo Is Taking Medical Leave Amid an Executive Shake-Up
The company is undergoing major leadership restructuring as its CEO of AGI deployment goes on leave for “several weeks.”
Microsoft’s new ‘superintelligence’ game plan is all about business
Mustafa Suleyman has been preparing for his new job description for a long time. Suleyman is Microsoft's inaugural CEO of AI, but after the company underwent a large-scale restructuring in mid-March, he's handed off some duties and shifted focus to chasing superintelligence. Though the news was only made public last month, he tells The Verge, he'd been preparing for the transition for as many as nine months - and though renegotiating Microsoft's contract with OpenAI is the thing that officially "unlocked [Microsoft's] ability to pursue superintelligence," he'd been planning even before the ink was dry. "This has been a long-held plan," he … Read the full story at The Verge.
OpenAI’s AGI boss is taking a leave of absence
OpenAI is undergoing another round of C-suite changes, according to an internal memo viewed by The Verge. Fidji Simo, OpenAI's CEO of AGI deployment - who was until recently the company's CEO of Applications - says in the memo that she will be stepping away on medical leave "for the next several weeks" due to a neuroimmune condition. While she's out, OpenAI president Greg Brockman will be in charge of product, including leading OpenAI's super app efforts. On the business side, CSO Jason Kwon, CFO Sarah Friar, and CRO Denise Dresser will take charge. OpenAI's CMO, Kate Rouch, has also decided to step down in order to focus on her health, … Read the full story at The Verge.
Netflix just dropped their first public model on Hugging Face: VOID: Video Object and Interaction Deletion
Hugging Face netflix/void-model: https://huggingface.co/netflix/void-model Project page - GitHub: https://github.com/Netflix/void-model Demo: https://huggingface.co/spaces/sam-motamed/VOID submitted by /u/Nunki08 [link] [comments]
AI news from 200+ sources
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Anthropic cuts off the ability to use Claude subscriptions with OpenClaw and third-party AI agents
Are you a subscriber to Anthropic's Claude Pro ($20 monthly) or Max ($100-$200 monthly) plans and use its Claude AI models and products to power third-party AI agents like OpenClaw? If so, you're in for an unpleasant surprise. Anthropic announced a few hours ago that starting tomorrow, Saturday, April 4, 2026, at 12 pm PT/3 pm ET, it will no longer be possible for those Claude subscribers to use their subscriptions to hook Anthropic's Claude models up to third-party agentic tools, citing the strain such usage was placing on Anthropic's compute and engineering resources, and desire to serve a wide number of users reliably. "We’ve been working hard to meet the increase in demand for Claude, and our subscriptions weren't built for the usage patterns of these third-party tools," wrote Boris Cherny, Head of Claude Code at Anthropic, in a post on X. "Capacity is a resource we manage thoughtfully and we are prioritizing our customers using our products and API." The company also reportedly
Google releases Gemma 4 under Apache 2.0 — and that license change may matter more than benchmarks
For the past two years, enterprises evaluating open-weight models have faced an awkward trade-off. Google's Gemma line consistently delivered strong performance, but its custom license — with usage restrictions and terms Google could update at will — pushed many teams toward Mistral or Alibaba's Qwen instead. Legal review added friction. Compliance teams flagged edge cases. And capable as Gemma 3 was, "open" with asterisks isn't the same as open. Gemma 4 eliminates that friction entirely. Google DeepMind's newest open model family ships under a standard Apache 2.0 license — the same permissive terms used by Qwen, Mistral, Arcee, and most of the open-weight ecosystem. No custom clauses, no "Harmful Use" carve-outs that required legal interpretation, no restrictions on redistribution or commercial deployment. For enterprise teams that had been waiting for Google to play on the same licensing terms as the rest of the field, the wait is over. The timing is notable. As some Chinese AI lab
Cursor Launches a New AI Agent Experience to Take On Claude Code and Codex
As Cursor launches the next generation of its product, the AI coding startup has to compete with OpenAI and Anthropic more directly than ever.
AI Crypto Predicts the Biggest Plays for April 2026
While the market continues to range, with US/Israel/Iran tensions keeping retail money away, we will look at what AI crypto predicts will be the best play for April 2026. To do so, we have consulted Google’s Gemini, X’s Grok, and the OpenAI-backed ChatGPT. The market is currently locked in a ...
Gemma 4: first LLM to 100% my multi lingual tool calling tests
I have been self hosting LLMs since before llama 3 was a thing and Gemma 4 is the first model that actually has a 100% success rate in my tool calling tests. My main use for LLMs is a custom built voice assistant powered by N8N with custom tools like websearch, custom MQTT tools etc in the backend. The big thing is my household is multi lingual we use English, German and Japanese. Based on the wake word used the context, prompt and tool descriptions change to said language. My set up has 68 GB of VRAM (double 3090 + 20GB 3080) and I mainly use moe models to minimize latency, I previously have been using everything from the 30B MOEs, Qwen Next, GPTOSS to GLM AIR and so far the only model which had a 100% success rate across all three languages in tool calling is Gemma4 26BA4B. submitted by /u/MaruluVR [link] [comments]
Daily AI News Roundup (Apr 3): OpenAI buys a talk show, Google drops Gemma 4 under Apache 2.0, Claude Code source leaked, Axios npm compromised
Big moves OpenAI acquired TBPN, the founder-led tech/business talk show. Unusual media play — covered by TechCrunch, Ars Technica, and WSJ. Google released Gemma 4 under Apache 2.0. The license shift from their previous terms may matter more than the benchmarks. Direct shot at Chinese open-weights models. Microsoft unveiled three homegrown AI models for speech and image generation — clearly reducing dependence on OpenAI. Security Claude Code source code leaked, triggering enterprise security concerns. VentureBeat published a 5-action checklist for security teams. Axios npm package was trojanized in a supply-chain attack. If your team uses it (most do), worth checking immediately. Granola notes are viewable by anyone with a link by default. PSA if you use it. Product & research Google added Veo, Lyria, and directable AI avatars to Google Vids. Arcee launched Trinity-Large-Thinking — open source, U.S.-made, downloadable enterprise model. AI chatbots are now being use
Arcee's new, open source Trinity-Large-Thinking is the rare, powerful U.S.-made AI model that enterprises can download and customize
The baton of open source AI models has been passed on between several companies over the years since ChatGPT debuted in late 2022, from Meta with its Llama family to Chinese labs like Qwen and z.ai. But lately, Chinese companies have started pivoting back towards proprietary models even as some U.S. labs like Cursor and Nvidia release their own variants of the Chinese models, leaving a question mark about who will originate this branch of technology going forward. One answer: Arcee, a San Francisco based lab, which this week released AI Trinity-Large-Thinking—a 399-billion parameter text-only reasoning model released under the uncompromisingly open Apache 2.0 license, allowing for full customizability and commercial usage by anyone from indie developers to large enterprises. The release represents more than just a new set of weights on AI code sharing community Hugging Face; it is a strategic bet that "American Open Weights" can provide a sovereign alternative to the increasingly clo
Karpathy shares 'LLM Knowledge Base' architecture that bypasses RAG with an evolving markdown library maintained by AI
AI vibe coders have yet another reason to thank Andrej Karpathy, the coiner of the term. The former Director of AI at Tesla and co-founder of OpenAI, now running his own independent AI project, recently posted on X describing a "LLM Knowledge Bases" approach he's using to manage various topics of research interest. By building a persistent, LLM-maintained record of his projects, Karpathy is solving the core frustration of "stateless" AI development: the dreaded context-limit reset. As anyone who has vibe coded can attest, hitting a usage limit or ending a session often feels like a lobotomy for your project. You’re forced to spend valuable tokens (and time) reconstructing context for the AI, hoping it "remembers" the architectural nuances you just established. Karpathy proposes something simpler and more loosely, messily elegant than the typical enterprise solution of a vector database and RAG pipeline. Instead, he outlines a system where the LLM itself acts as a full-time "researc
Anthropic essentially bans OpenClaw from Claude by making subscribers pay extra
Using OpenClaw with Claude AI is about to get a lot more expensive, thanks to Anthropic's new policy changes. Beginning April 4th at 3PM ET, users will "no longer be able to use your Claude subscription limits for third-party harnesses including OpenClaw," according to an email sent to users on Friday evening. Instead, if users want to use OpenClaw with Claude, they'll have to use a "pay-as-you-go option" that will be billed separate from their Claude subscription. With OpenClaw creator Peter Steinberger now employed by OpenAI, Anthropic may also be encouraging subscribers to use more of its own tools, like Claude Cowork, instead. Steinber … Read the full story at The Verge.
Microsoft's newest open-source project: Runtime security for AI agents
submitted by /u/Fcking_Chuck [link] [comments]
Business & Industry
At WMF a new edition of AI Global Summit, an international reference point on Artificial Intelligence
WMF 2026 – We Make Future, the largest event on digital innovation, artificial intelligence and technology, will take place from June 24 to 26 at BolognaFiere in Bologna, Italy. Among the key highlights is the AI Global Summit, the international benchmark event where companies, institutions and the research community participate to discuss the scenarios, applications and governance of artificial intelligence.