A former UBS chief investment strategist warns that AI CapEx (capital expenditure) is accelerating at a record pace, lifting valuations…
Browsing: Big Tech & AI
Jefferies has turned bearish on Apple, warning that the company’s much-anticipated foldable iPhone could fail to ignite a new upgrade…
Bank of America says the rapid expansion of the Nvidia-driven AI infrastructure is exposing a critical weakness in data-center design,…
A new Yale study finds no evidence that AI has caused job losses across the US economy, countering widespread fears…
The battle for dominance in generative AI is shifting, with new data showing Google’s Gemini climbing rapidly as ChatGPT begins…
Billionaire Jeff Bezos says the current wave of artificial intelligence investment has all the hallmarks of an industrial bubble, with…
Apple’s latest iPhone cycle is prompting Wall Street to rethink the company’s trajectory, with Morgan Stanley signaling room for more…
Microsoft’s top technologist is placing OpenAI at the center of the company’s future, while acknowledging growing demand for rival Anthropic.…
The AI mania is sweeping into startups, reshaping what employees can do and how teams are built. In a new…
OpenAI CEO Sam Altman warns that artificial intelligence could pose a threat to humanity in more ways than one. In…