Alibaba Group Holding's open-weight Qwen AI models have surpassed 3 billion global downloads in the past six months, making them the world's most-downloaded AI models, according to a Hugging Face repo…
Retail investors accumulated $27 billion in net purchases of Nvidia stock over the past year, the most among the Magnificent 7, according to Vanda Research. Nvidia's weight in typical retail portfolio…
A new analysis argues that AI spending only makes sense if customers buy roughly $1.2 trillion of tokens a year, rising to $2.5 trillion by 2031, and concludes the buyer is payroll, with no return on …
XAI, the Elon Musk-founded AI venture, lost all 11 original co-founders by late March 2026, with more than 80 researchers and engineers also departing in the same window. Google chief scientist Jeff D…
Elon Musk admitted on July 9 that he was 'clearly wrong' about Anthropic, calling the AI company the 'obvious leader in AI' and praising its Mythos and Fable models, a reversal that validates Amazon's…
David Tepper's Appaloosa Management trimmed its AI memory-chip positions and boosted holdings in megacap tech giants, according to its latest 13F filing. The hedge fund, which posted 32% gross returns…
Soros Fund Management increased its Nvidia stake by approximately 407,530 shares in Q1 2026, bringing total holdings to about 1.07 million shares, a 61.2% jump from the prior quarter. The position now…
Wall Street's $800 billion AI spending bubble could trigger a major reset in cryptocurrency markets due to their growing interconnection, according to the World Economic Forum and the IMF's 2026 Globa…
Apollo chief economist Torsten Slok said the AI ecosystem could support more than $2 trillion in debt, but investment-grade bond markets may absorb less than $1 trillion through 2030 due to concentrat…
US corporate bond issuance reached $1.681 trillion year-to-date through July 2026, a 26.9% increase year-over-year, driven by AI-related borrowing from hyperscalers like Alphabet, Amazon, and Meta. In…
Hyperscalers Microsoft, Amazon, Alphabet, Meta, and Oracle are set to spend between $660 billion and $690 billion on AI-related capital expenditures in 2026, with cumulative outlays crossing $1 trilli…
Oracle shares surged more than 5% to $153.28 on Wednesday after the company announced a multiyear partnership with Quantinuum to deploy its Helios quantum computer in an Oracle Cloud Infrastructure da…
Google released Gemini 3.7 Flash, an AI model for coding and agent workflows, on Thursday (Aug 13), but did not announce a release date for its delayed flagship Gemini 3.5 Pro, leaving investors quest…
A Nikkei analysis finds that Alphabet, Amazon, Meta, Microsoft, and Oracle carry approximately $1.65 trillion in hidden debt from AI build-out financing, exceeding their roughly $1.35 trillion in disc…
Google announced Gemini 3.7 Flash, its most intelligent workhorse model for coding and agents, priced at $0.75 per million input tokens and $3.75 per million output tokens, matching its predecessor Ge…
AI hallucinations are fabricated or incorrect responses produced by AI models, and they are a built-in property of how these models work, not rare edge cases. High-profile incidents include Google's B…
Steve Eisman, the investor known for predicting the 2008 housing crash, warned on CNBC's 'Fast Money' that OpenAI and Anthropic together account for roughly 70% of AI-related revenue for major hypersc…
Advanced Micro Devices (AMD) plans to raise between $4 billion and $5 billion through its largest-ever US dollar investment-grade bond offering, which would nearly triple its outstanding long-term deb…
Alphabet, Amazon, Meta Platforms, Microsoft, and Oracle have collectively issued $159 billion in bonds through May 2026, surpassing the $150 billion they raised from 2020 to 2024, to fund AI infrastru…
JPMorgan analyst Samik Chatterjee raised his price target on Microsoft (MSFT) to $625 from $550, implying about 30% upside, citing accelerated growth in Azure and M365 Commercial Cloud driven by AI in…