The Big Picture: AI Is Moving From “Thinking” to “Doing” The market spent the last cycle obsessing over AI models and GPU spend. That’s the digital layer. But the real economy runs on physical throughput: When companies talk about “AI
What’s New in Claude Sonnet 4.6? According to Anthropic, Claude Sonnet 4.6 improves performance in: For free and paid Pro users, Sonnet 4.6 now becomes the default model inside the Claude chatbot and the company’s enterprise-facing productivity tool, Claude Cowork.
Nvidia Shares Cool Off as AI Spending Explodes Big Tech’s artificial intelligence spending plans keep climbing. Nvidia’s stock? Not so much. Despite a projected surge in AI infrastructure investment from Meta Platforms, Alphabet, Microsoft, and Amazon — expected to top
What Happened Blackstone (BX) increased its investment in Anthropic, the company behind the Claude chatbot, taking its stake to about $1 billion. The move included an additional $200 million as part of Anthropic’s ongoing funding round, according to a person familiar with the matter. The funding round
Microsoft Looks to Superconductors to Power the AI Build-Out Microsoft is exploring the use of superconducting power lines inside its data centers, a move that could materially improve energy efficiency and help accelerate the company’s rapidly expanding U.S. infrastructure footprint.
What Happened A report citing an internal OpenAI message says ChatGPT has returned to exceeding 10% monthly growth, according to comments OpenAI CEO Sam Altman shared with employees. The same message said OpenAI is preparing to launch an “updated Chat
Amazon Hit as AI Capex Anxiety Spreads Amazon shares fell more than 9% on Friday, extending a brutal week for Big Tech as investor concerns around AI spending discipline intensified. The sell-off follows a string of earnings reports in which
Alphabet Unveils Massive AI Spend — Markets Push Back Shares of Alphabet fell as much as 5% early Thursday after the Google parent stunned investors with plans to spend up to $185 billion in capital expenditures in 2026, sharply exceeding
AMD Stock Drops as Market Questions Outlook Shares of Advanced Micro Devices fell sharply after the company reported quarterly results, as investors focused on guidance that some viewed as conservative despite ongoing strength in artificial intelligence spending. The stock slid
SpaceX Absorbs xAI in Record-Breaking Merger Elon Musk has merged his artificial intelligence startup xAI into SpaceX, creating the largest corporate merger in history and valuing the combined entity at approximately $1.25 trillion. The transaction values SpaceX at roughly $1
The Big Picture: AI Is Moving From “Thinking” to “Doing” The market spent the last
What’s New in Claude Sonnet 4.6? According to Anthropic, Claude Sonnet 4.6 improves performance in:
Nvidia Shares Cool Off as AI Spending Explodes Big Tech’s artificial intelligence spending plans keep
What Happened Blackstone (BX) increased its investment in Anthropic, the company behind the Claude chatbot, taking its stake to
Microsoft Looks to Superconductors to Power the AI Build-Out Microsoft is exploring the use of
What Happened A report citing an internal OpenAI message says ChatGPT has returned to exceeding
Amazon Hit as AI Capex Anxiety Spreads Amazon shares fell more than 9% on Friday,
Alphabet Unveils Massive AI Spend — Markets Push Back Shares of Alphabet fell as much
AMD Stock Drops as Market Questions Outlook Shares of Advanced Micro Devices fell sharply after
SpaceX Absorbs xAI in Record-Breaking Merger Elon Musk has merged his artificial intelligence startup xAI
