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SoftBank earnings exceed expectations, even without an OpenAI boost. This U.S. chip company saved the day.
SoftBank earnings exceed expectations, even without an OpenAI boost. This U.S. chip company saved the day. MarketWatch
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Sandisk reports Q4 revenue up 372% YoY to $8.97B, vs. $8.48B est., and forecasts Q1 revenue below estimates; SNDK drops 5%+ after hours (Britney Nguyen/MarketWatch)
Britney Nguyen / MarketWatch: Sandisk reports Q4 revenue up 372% YoY to $8.97B, vs. $8.48B est., and forecasts Q1 revenue below estimates; SNDK drops 5%+ after hours — The midpoint of the company's revenue…
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S&P 500 profit growth is getting even wilder as Amazon makes its mark
S&P 500 profit growth is getting even wilder as Amazon makes its mark MarketWatch
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Robinhood reports Q2 revenue up 32% YoY to $1.31B, vs. $1.29B est., event contracts revenue up over 10x to $156M, and crypto revenue down 38% to $100M (Bill Peters/MarketWatch)
Bill Peters / MarketWatch: Robinhood reports Q2 revenue up 32% YoY to $1.31B, vs. $1.29B est., event contracts revenue up over 10x to $156M, and crypto revenue down 38% to $100M — Prediction-market revenues on…
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Nvidia’s potential new deal with OpenAI would revive a spooky tech-bubble habit, analyst warns
Nvidia’s potential new deal with OpenAI would revive a spooky tech-bubble habit, analyst warns MarketWatch
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AMD plans to invest to up $5 billion into Anthropic as it seeks to cut into Nvidia’s dominance
AMD plans to invest to up $5 billion into Anthropic as it seeks to cut into Nvidia’s dominance MarketWatch
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Artificial intelligence will drive an unprecedented natural-gas deficit, this investor warns. Here are the stocks to buy before the crunch.
Artificial intelligence will drive an unprecedented natural-gas deficit, this investor warns. Here are the stocks to buy before the crunch. MarketWatch
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Here’s the surprising twist to the news OpenAI products went rogue and tried to steal an exam
Here’s the surprising twist to the news OpenAI products went rogue and tried to steal an exam MarketWatch
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Opinion: Is your index fund an accidental bet on AI? These two massive ETFs show why it might be.
Opinion: Is your index fund an accidental bet on AI? These two massive ETFs show why it might be. MarketWatch
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Yomiuri: Japan's Noetra Plans to Provide Domestic Firms with Cutting-edge LLM 'by Next March,' CEO Says
Yomiuri: Japan's Noetra Plans to Provide Domestic Firms with Cutting-edge LLM 'by Next March,' CEO Says MarketWatch
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This Wall Street ‘theme-o-meter’ has a clear message: The artificial-intelligence bull market is back
This Wall Street ‘theme-o-meter’ has a clear message: The artificial-intelligence bull market is back MarketWatch
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Apple sues OpenAI for alleged theft of confidential info — and says that’s just ‘the tip of the iceberg’
Apple sues OpenAI for alleged theft of confidential info — and says that’s just ‘the tip of the iceberg’ MarketWatch
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TeraWulf’s stock surges after a $19 billion deal with Anthropic
TeraWulf’s stock surges after a $19 billion deal with Anthropic MarketWatch
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Highflying hedge fund run by former OpenAI researcher will be cornerstone investor in SK Hynix U.S. listing
Highflying hedge fund run by former OpenAI researcher will be cornerstone investor in SK Hynix U.S. listing MarketWatch
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Week of wild volatility for Korean stocks brought to a rousing finale by reports of Anthropic-Samsung deal
Week of wild volatility for Korean stocks brought to a rousing finale by reports of Anthropic-Samsung deal MarketWatch
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OpenAI reportedly considers handing 5% stake to the government. Here’s why the AI lab would consider that move.
OpenAI reportedly considers handing 5% stake to the government. Here’s why the AI lab would consider that move. MarketWatch
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Anthropic gets all-clear to let foreigners use latest model ahead of crucial IPO
Anthropic gets all-clear to let foreigners use latest model ahead of crucial IPO MarketWatch
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ServiceNow, Salesforce and other software stocks surge as the OpenAI threat weakens
ServiceNow, Salesforce and other software stocks surge as the OpenAI threat weakens MarketWatch
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Why a reported delay for OpenAI’s listing complicates further the picture for tech stocks
Why a reported delay for OpenAI’s listing complicates further the picture for tech stocks MarketWatch
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Opinion: SpaceX is a bad buy — why OpenAI and Anthropic will be too
Opinion: SpaceX is a bad buy — why OpenAI and Anthropic will be too MarketWatch
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Broadcom unveils a custom chip for OpenAI as it challenges Nvidia’s dominance
Broadcom unveils a custom chip for OpenAI as it challenges Nvidia’s dominance MarketWatch
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Micron and Sandisk led a tech selloff on Tuesday, falling more than 13%; Western Digital fell 8%, Marvell 9%, Seagate 5%, Qualcomm 8%, and Applied Materials 8% (Britney Nguyen/MarketWatch)
Britney Nguyen / MarketWatch: Micron and Sandisk led a tech selloff on Tuesday, falling more than 13%; Western Digital fell 8%, Marvell 9%, Seagate 5%, Qualcomm 8%, and Applied Materials 8% — One analyst says…
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Micron’s stock momentum builds as the company inks a new Anthropic partnership
Micron’s stock momentum builds as the company inks a new Anthropic partnership MarketWatch
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A 40% market crash is lurking in the IPO pipeline. SpaceX and OpenAI could trigger it.
A 40% market crash is lurking in the IPO pipeline. SpaceX and OpenAI could trigger it. MarketWatch
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Opinion: Big Tech is splitting into two artificial-intelligence camps. Here is the better bet.
Opinion: Big Tech is splitting into two artificial-intelligence camps. Here is the better bet. MarketWatch
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Google shake-up highlights how human brains may be the scarcest AI resource of all
Google shake-up highlights how human brains may be the scarcest AI resource of all MarketWatch
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U.S. restrictions on new Anthropic models could trigger a global AI arms race
U.S. restrictions on new Anthropic models could trigger a global AI arms race MarketWatch
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As artificial-intelligence capital expenditures rise, so do the risks for AI stocks, Goldman Sachs tells investors
As artificial-intelligence capital expenditures rise, so do the risks for AI stocks, Goldman Sachs tells investors MarketWatch
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OpenAI files confidentially for IPO — but there’s a catch
OpenAI files confidentially for IPO — but there’s a catch MarketWatch
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Opinion: SpaceX, Anthropic and other mega-IPOs could leave your index fund completely out of luck
Opinion: SpaceX, Anthropic and other mega-IPOs could leave your index fund completely out of luck MarketWatch
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OpenAI’s next legal battle is against states who claim its models are dangerous
OpenAI’s next legal battle is against states who claim its models are dangerous MarketWatch
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Anthropic nears $1 trillion valuation, leapfrogging OpenAI
Anthropic nears $1 trillion valuation, leapfrogging OpenAI MarketWatch
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SpaceX’s major AI compute deal with Anthropic could end a lot sooner than expected
SpaceX’s major AI compute deal with Anthropic could end a lot sooner than expected MarketWatch
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Is Microsoft ditching OpenAI for Anthropic?
Is Microsoft ditching OpenAI for Anthropic? MarketWatch
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Opinion: Sam Altman’s toxic ‘culture of silence’ is an overlooked risk for OpenAI’s investors
Opinion: Sam Altman’s toxic ‘culture of silence’ is an overlooked risk for OpenAI’s investors MarketWatch
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OpenAI could steal SpaceX IPO’s thunder, with Sam Altman filing as soon as Friday
OpenAI could steal SpaceX IPO’s thunder, with Sam Altman filing as soon as Friday MarketWatch
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Artificial intelligence was supposed to reduce prices. Instead AI is boosting inflation.
Artificial intelligence was supposed to reduce prices. Instead AI is boosting inflation. MarketWatch
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Anthropic’s latest hire led AI at Tesla, worked at OpenAI and received high praise from Elon Musk
Anthropic’s latest hire led AI at Tesla, worked at OpenAI and received high praise from Elon Musk MarketWatch