Goldman Sachs strategist Ben Snider estimates AI infrastructure stocks will contribute nearly 60% of S&P 500 EPS growth this quarter, with Nvidia, Micron, and Broadcom accounting for about 54% of tota…
Kevin Indig argues that selling AI as a replacement for humans, a strategy he calls 'substitution positioning,' wins short-term attention but erodes long-term trust with buyers and employees. Data fro…
OpenAI is considering delaying its initial public offering until 2027 to achieve a $1 trillion valuation, according to a Bloomberg report. The delay has caused SoftBank's shares to drop 13% and affect…
US stocks fell sharply on June 5, 2026, as stronger-than-expected jobs data fueled rate hike fears and AI spending scrutiny intensified. The Nasdaq dropped 4%, led by chipmakers, amid concerns that hi…
An anonymous enterprise spent $500 million in a single month on Claude AI due to a lack of usage limits, while Uber exhausted its 2026 AI budget before mid-year. JPMorgan reported AI token costs are e…
Former Kansas City Fed President Esther George warns that the Federal Reserve under new chair Kevin Warsh will likely raise interest rates, contradicting President Trump's calls for cuts. George cited…
Concerns that artificial intelligence will disrupt Asia's real estate sector are overblown, as demand for digital infrastructure in developing countries remains strong regardless of the AI boom's traj…
Anthropic spends 2.3 times its payroll on AI compute, equating to $2 million per employee annually, while the median company spends just $137 per engineer per year. A bull scenario projects the AI bil…
Hong Kong is investing billions of dollars in AI projects, including a semiconductor centre, an AI subsidy scheme, and a data centre, but critics argue the city needs a broader vision and more realist…
SpaceX filed its S-1 IPO prospectus in May 2026, triggering a wave of tech listings. Anthropic and OpenAI confidentially filed their own draft prospectuses on June 1 and June 8, respectively, aiming f…
Goldman Sachs initiated coverage of Intel with a Neutral rating and a $150 price target, citing limited upside after the stock more than tripled in 2026. Analyst James Schneider noted positive demand …
Tesla's Q2 delivery consensus of 406,024 units confirms a shift in focus from vehicle deliveries to AI and energy projects, with the Robotaxi initiative taking priority. Analysts surveyed by 22 firms …
TrustEvals and Accorian launched a Governance, Risk, and Compliance framework for enterprise AI deployments in financial services on June 27, 2026, addressing 'control drift' where AI systems change b…
OpenAI declared itself an advertising company at Cannes Lions, projecting $2.5 billion in ad revenue for 2026 and a $100 billion target by 2030. The company is pitching its ChatGPT platform as a shift…
OpenAI is reportedly delaying its initial public offering until 2027 after CEO Sam Altman became concerned about achieving a $1 trillion valuation, following a 20% drop in SpaceX's stock from its peak…
Billionaire investor Mark Cuban, Nobel laureate Paul Krugman, and venture capitalist Paul Kedrosky independently argued on Thursday that the AI industry faces a severe public backlash driven not by mi…
Global markets fell as investor concerns mounted over potential slowdowns in AI demand and delays in OpenAI's initial public offering. OpenAI, whose private valuation surged to $852 billion, faces int…
Goldman Sachs analyst Rich Privorotsky projects hyperscaler capital expenditures could reach $765 billion by 2026 and cumulative AI infrastructure spending $7.6 trillion by 2031, driven by strong dema…
The Nasdaq Composite fell nearly 3% this week amid investor concerns that massive AI infrastructure spending may not yield sufficient returns. Goldman Sachs estimates technology companies will spend $…
Taktile raised $110 million in a Series C round led by Goldman Sachs Alternatives to automate high-stakes banking decisions using AI agents. The Berlin-and-New-York startup aims to replace manual proc…