-
Ackman, Asness Bank $1.1 Billion On Google Stock—Buffett's Just Walking In
Tuesday, November 18, 2025 - 11:22am | 596Read More...Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) spent most of the past two years in the market's penalty box. Today, it's the comeback kid propelling hedge fund P&Ls into the stratosphere. When news broke Friday night that Warren Buffett's Berkshire Hathaway Inc (NYSE:BRK) (NYSE:BRK) had taken a $4.3...
-
Oracle's AI Strategy Shake-Up Sparks Market Jitters As Shares Plunge 25%
Sunday, November 16, 2025 - 3:46pm | 401Read More...Oracle Corporation (NYSE:ORCL) has seen a significant market reaction following its bold shift towards artificial intelligence (AI), resulting in a 25% drop in shares over the past month. What Happened: Oracle’s ambitious entry into the AI sector, fueled by substantial borrowing, has...
-
Satya Nadella Unveils Microsoft's 50-Year AI Plan — And A Stark 'Winner's Curse' Warning
Friday, November 14, 2025 - 10:52am | 471Read More...Microsoft Corp (NASDAQ:MSFT) didn't unveil its long-term AI vision on an earnings call or glossy stage. Instead, CEO Satya Nadella and Cloud & AI chief Scott Guthrie sat inside the Fairwater 2 datacenter and laid out the company's most revealing strategic roadmap in years. Track MSFT stock...
-
SoftBank Swaps Nvidia For OpenAI — Is The Hardware Play Done?
Wednesday, November 12, 2025 - 9:36am | 545Read More...SoftBank (OTCPK:SFTBY) just made one of the boldest trades in the AI era — selling $5.8 billion worth of Nvidia Corp (NASDAQ:NVDA) shares to fund a $22.5 billion commitment to OpenAI. On paper, it looks like Masayoshi Son is ditching the shovel-maker in the middle of a gold rush. But this may be...
-
Nebius Set To Join Meta And Oracle In The AI Debt Club
Tuesday, November 11, 2025 - 3:00pm | 505Read More...The AI boom isn't just reshaping technology — it's rewriting corporate balance sheets. After another quarter of breakneck growth, Nebius Group NV (NASDAQ:NBIS) signaled that the next phase of its expansion will be powered not by GPUs, but by debt. "We're actively evaluating asset-backed financing,...
-
Jim Cramer Says AI Bulls Want OpenAI To Keep Spending — But Worry It Can't: We Are Hearing About 'Cracks'
Tuesday, November 11, 2025 - 1:26am | 597Read More...OpenAI's aggressive push to dominate the artificial intelligence landscape may be showing signs of strain, according to CNBC's Jim Cramer, who warned that the company's massive spending spree could test even the strongest bulls in the AI trade. Cramer Flags ‘Cracks' In AI Growth Narrative Cramer...
-
Intel CEO Lip-Bu Tan Takes Charge Of AI Strategy At Chipmaker After CTO Sachin Katti Departs For ChatGPT-Parent OpenAI
Monday, November 10, 2025 - 9:55pm | 1019Read More...Intel Corporation (NASDAQ:INTC) CEO Lip-Bu Tan will personally oversee the company's artificial intelligence initiatives after CTO Sachin Katti left the chipmaker to join OpenAI. Intel CTO Sachin Katti Leaves For OpenAI Katti, who had led Intel's AI efforts since a management reshuffle in January,...
-
Anthropic Has A Sharp Edge Against OpenAI—Cheaper Chips
Monday, November 10, 2025 - 4:04pm | 547Read More...As the AI race heats up, Anthropic may have found an advantage that money can't easily buy — efficiency. The OpenAI rival, best known for its Claude models, has quietly built its strategy around cost discipline and compute innovation. And that could prove decisive in the next wave of AI adoption....
-
EXCLUSIVE: Private Markets For Retail Investors—More Than 'Just OpenAI And SpaceX'
Monday, November 10, 2025 - 4:00pm | 530Read More...Benzinga Fintech Day & Awards 2025 was held in New York City on Monday, connecting capital markets, fintech leaders and investors. Guillaume Goussault, director of business development & partnerships at Yahoo! Finance, hosted a panel titled "Private Markets: A New Age for Retail...
-
Sam Altman's OpenAI Hints At Offering AI Cloud Services, Seeks Ways To Directly Sell Compute Capacity
Sunday, November 9, 2025 - 4:37am | 694Read More...OpenAI's Sam Altman hinted at a potential new direction for the company, suggesting that the AI startup might start offering compute capacity directly to other businesses and individuals. Taking On Tech Giants If OpenAI goes through with it, this move could position it as a competitor to...
-
Sam Altman Denies OpenAI Seeking Trump Government's Bailout After CFO's Comment Sparks Controversy: 'We Do Not Have Or Want...'
Friday, November 7, 2025 - 1:48am | 864Read More...OpenAI CEO Sam Altman has moved swiftly to quash speculation that the company is seeking a federal bailout or financial guarantees from the Donald Trump administration after a remark by his CFO ignited confusion about the company's funding strategy. Altman Rejects Bailout Talk, Says Governments...
-
AMD CEO Says AI Chip Market Is 'Larger Opportunity' Than $500 Billion
Thursday, November 6, 2025 - 12:41pm | 485Read More...Lisa Su thinks the AI boom is just getting started — and the numbers back her up. On Advanced Micro Devices Inc's (NASDAQ:AMD) third quarter earnings call, the CEO said the total addressable market for AI silicon has grown beyond earlier projections, calling it "a larger opportunity" than the $500...
-
AMD CEO Lisa Su Expects OpenAI Partnership To Generate Over $100 Billion In Revenue And 'Significantly Accelerate' AI Business
Wednesday, November 5, 2025 - 1:30am | 610Read More...Chipmaker Advanced Micro Devices Inc.’s (NASDAQ:AMD) CEO, Lisa Su, highlighted the significance of the company’s multi-billion-dollar, multi-year partnership with OpenAI, saying that it could help the company’s AI business gain traction. AMD is among today’s weakest...
-
Don't Panic: xAI's Rebellious Grok Is Elon's New 'Musk Moat'
Tuesday, November 4, 2025 - 1:34pm | 560Read More...When Tesla CEO Elon Musk says "Don't panic," it usually means everyone already is. His brainchild, xAI, has become the gravitational center of the new AI race — a moonshot aiming to make machines not just smarter, but more “Muskian.” Its flagship chatbot Grok, billed as your "cosmic...
-
Ron DeSantis Slams 'Too Big To Fail' Label For OpenAI: The Company 'Hasn't Yet Turned A Profit' Amid Deep Ties To Big Tech
Monday, November 3, 2025 - 2:00am | 894Read More...Gov. Ron DeSantis (R) expressed concerns regarding OpenAI’s critical importance to the economy and the broader tech ecosystem. Not ‘Too Big To Fail’ On Sunday, in a post on X, DeSantis signaled his unease, citing a Wall Street Journal piece that asked if the AI giant was becoming...
















