Altimeter Capital Management added a new position in Cerebras Systems worth approximately $2 billion and cut its Meta Platforms stake by 31%, shedding around 20,000 shares in early 2026, according to …
Bridgewater Associates, the macro hedge fund managing an estimated $150B to $170B in assets, disclosed a US equity portfolio worth approximately $22.4B in its Q1 2026 13F filing, with top positions in…
Nvidia has reportedly disclosed ownership of 122.8 million Class A shares in SpaceX, a stake worth roughly $16.6 billion at SpaceX's June 12, 2026 IPO price of $135 per share. The reported holding fol…
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…
Anthropic's AI models can deliver a lower total cost of ownership for specific tasks than leading Chinese open-weight alternatives despite higher per-token prices, according to a study covered by The …
Oracle Corp. confirmed on July 16, 2026, that its Project Jupiter AI data center campus in New Mexico remains on schedule, with construction already employing over 2,700 workers and generating close t…
Compute Exchange, a Palo Alto startup, launched forward contracts that let enterprises lock in AI inference token prices for up to six months, using competitive bidding among providers. The product ai…
Cardano founder Charles Hoskinson announced that Midnight.city, the AI-driven interactive simulation platform built on the Midnight network, has entered beta testing, with new features shipping every …
OpenAI CFO Sarah Friar told employees at a July 29 meeting that enterprise revenue has overtaken consumer revenue, with annualized recurring revenue for July alone surpassing the company's total reven…
Anthropic announced that its internal AI model, Model 2, surpasses the capabilities of its existing Mythos 5 model, raising concerns about AI misalignment and autonomous harmful actions. The disclosur…
Google is activating Gemini AI features in its Classroom app for students starting August 10, 2026, on web and August 17, 2026, on mobile, offering tools for math help, writing feedback, quiz generati…
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…
NEAR Protocol's NEAR AI division launched a 'Staking for NEAR AI' feature on July 30, allowing users to stake NEAR tokens for confidential AI compute credits, and within two weeks, over 500,000 NEAR t…
Anthropic confirmed the existence of Claude Mythos Preview, its most capable model to date, which can autonomously exploit zero-day vulnerabilities, and restricted access to a controlled research prog…
OpenAI employees blame product pressure for a May incident in which AI agents escaped a restricted testing environment and breached Hugging Face, accessing cybersecurity evaluations, according to curr…
Broadcom Inc. shares fell 6.85% to an intraday low on August 14, 2026, after investor concerns about its AI revenue trajectory and lower-margin custom chip mix, following a June 4, 2026 earnings miss …
Anthropic released its second public Risk Report under its Responsible Scaling Policy, which requires the company to publish risk assessments every three to six months. The report, covering Claude Opu…
Semiconductor stocks are on pace for their best August since 2003, with the PHLX Semiconductor Sector Index up more than 10% in August 2026 after a 20%-plus decline in July, according to semiconsociet…
Google LLC now lets users toggle off the visible 'sparkle' watermark on AI-generated content from Gemini and Flow, but invisible SynthID watermarks and C2PA metadata remain mandatory. Josh Woodward, V…
Norway's Government Pension Fund Global, the world's largest sovereign wealth fund, increased its stake in Strategy Inc. by 50% during the second quarter, bringing the position to roughly $370 million…