A new Gallup survey finds that companies across the United States are adopting artificial intelligence, but AI use among employees remains uneven. The latest data from the management consulting firm shows that employees who already use AI at work increased their usage slightly in Q4 of 2025, continuing a gradual climb that began in 2023. Daily AI use among US workers rose from 10% to 12% in Q4, while frequent use, defined as at least a few times per week, increased three percentage points to 26%. Meanwhile, total AI users, those using the tech daily, a few times a week,…
Author: Henry Kanapi
A live trading experiment suggests AI models are not just matching human investors but outperforming the broader stock market by a wide margin. In a new post on X, Rallies.ai says it allocated $100,000 to multiple large language models and allowed them to trade autonomously starting in late November. The firm tracked the performance of eight different AI systems, comparing their results against each other and against the S&P 500 over the same period. Rallies.ai says one model quickly pulled ahead. “CLAUDE IS DESTROYING THE S&P 500 Claude is not only good at coding, but it’s also good at investing?!?!…
Nvidia CEO Jensen Huang is pushing back against growing national security concerns around US AI chips and China, specifically the sale of H200 chips to a rival nation. In a new interview with Fox Business, Huang says China’s military develops its own chips and has ample domestic alternatives, reducing the strategic risk often cited in debates over export controls. He points to the rapid growth of China’s homegrown AI semiconductor ecosystem as evidence that Chinese defense systems are not dependent on Nvidia technology. “First of all, H200 is not used by their military, because their military, like our military, builds…
Elon Musk says Tesla’s long-term value now has little to do with cars and almost everything to do with autonomy and humanoid robots. In a series of new posts on X, Musk says Tesla’s massive valuation to the tune of $1.41 trillion is due to its autonomous systems, which include cars and now humanoid robots. According to Musk, global productivity would see a massive boost once Optimus rolls out at scale. “Due to autonomy, Tesla is worth more than the rest of the auto industry. That is before Optimus reaches scale production and increases Earth GDP by an order of…
Google DeepMind chief executive Demis Hassabis says the company is focused on execution and product delivery rather than reacting to competitive pressure from OpenAI. In December, OpenAI CEO Sam Altman declared a company-wide “code red” following Google’s recent Gemini product update. When asked in a new Financial Times interview whether the directive had any impact on DeepMind’s strategy, Hassabis says Google’s approach is to ignore the noise. “It’s fine. We just focus on ourselves, and I think that’s what we’ve got to do, is kind of block out the noise and just execute, focus on the quality of our research,…
Retail investors are rapidly reshaping their exposure to Big Tech, piling into AI-linked winners while backing away from Apple (AAPL), says Kobeissi Letter editor-in-chief Adam Kobeissi. In a new post, Kobeissi cites data from JPMorgan’s equity strategy and quantitative research and tells his 1.2 million X followers that retail investors have aggressively accumulated Nvidia (NVDA) and Tesla (TSLA) shares since mid-2025, while Apple has seen meaningful net outflows. The data tracks cumulative retail net purchases across the Magnificent 7 stocks plus Palantir (PLTR) from July 2025 through January 2026. “Individual Investors purchased +$15 billion of Nvidia, NVDA, stock since July…
A new study published in the New England Journal of Medicine suggests that people often trust AI medical advice as much as, or more than, guidance written by human doctors, even when that advice is bogus or potentially harmful. Researchers recruited 300 participants and asked them to evaluate medical responses that were either written by licensed physicians or generated by a large language model. The AI-generated responses had been pre-labeled by doctors as either high-accuracy or low-accuracy. Participants rated each response on validity, trustworthiness and completeness, and indicated how likely they would be to follow the advice. The results show…
ARK Invest chief executive Cathie Wood says the global economy is entering a rare period of overlapping technological revolutions that could dramatically accelerate growth, even as early signs of disruption are already appearing in the labor market. In a new Bloomberg interview, Wood says the current AI cycle is fundamentally different from past innovation waves because it is not driven by a single platform, but by several powerful technologies advancing at the same time. “But today, instead of just one major platform evolving, we have five: so robotics, energy storage, AI, blockchain technology, and multi-omic sequencing in the life science…
Goldman Sachs chief executive David Solomon warns that AI is being developed and deployed at an unprecedented pace, which could shock the US labor market. In a new episode of the Goldman Sachs Exchanges Podcast, Solomon highlights that while he doesn’t see AI triggering a tsunami of layoffs, he warns that the labor market could witness further softening as the technology moves at a rapid pace. “I’m not in the job apocalypse camp. But I would say this technology is moving quickly. I don’t think this is different this time. Technology has been disrupting jobs, changing the way people work,…
YouTube CEO Neal Mohan says the platform is preparing to step up enforcement against low-quality AI-generated content as Shorts continues to scale at a pace rarely seen in media history. In an interview with YouTube liaison Rene Ritchie, Mohan says Shorts is now generating hundreds of billions of views per day, making it one of the fastest-growing formats on the platform and a major focus of investment heading into this year. “Shorts is 200 billion views a day. That continues to be an incredibly fast-growing format on YouTube, and it’s an area that you’ll see further investment from us in…
