The all-powerful cohort continues to define the broader market, which has officially been placed on the “bubble watchlist.”
Our daily email brings you smart and engaging news and analysis on the biggest stories in business and finance. For free.
Respondents in Bank of America’s October Global Fund Manager Survey cited an AI bubble as the biggest tail risk facing the global economy.
With new leadership, the company is looking to revive its entire hardware line — and dig itself out of a giant money hole
Ultimately, the new fee will apply to H-1Bs when they are first granted, and not to existing visas or any future renewals.
Unfortunately for Intel, the deal does not provide a direct lifeline to its floundering chipmaking foundry business.
Quantum computers are expected to solve previously unsolvable problems (or ones that would take ages) across industries.
In a note last week, JPMorgan’s Andrew Tyler wrote that macro conditions could turn a widely-expected rate cut into a “sell the news” event.
Between 2000 and 2002, after the dot com bubble popped, the Nasdaq lost nearly 80% of its value, wiping out trillions of dollars in wealth.
Oracle said its remaining performance obligations is now sitting at $455 billion. That’s up 359% from where it stood just a year ago.
Bias is one of the fundamental issues that AI developers face as they build and deploy models.
Customer service agents, receptionists, and translators saw sizable drop-offs as more companies tapped agentic AI.
Microsoft may want to lower the entry barrier to machine learning.
‘Governance should be taught, but isn’t. Ethics should be applied, but aren’t.’
The industry isn’t sweating the new research as clients largely prefer bespoke plans from actual humans.
Some companies may be digging themselves into a hole that they’re not able to get out of.
It’s not just AMD. Investors have generally been hard to please for most chipmakers so far this earnings season.