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Last updated about 8 hours ago

China's Zhipu is closing in on top U.S. AI models with Anthropic and OpenAI held back

about 9 hours ago

Zhipu's GLM 5.2 shows the AI fight is shifting to who delivers...

Oracle stock has worst week since 2001 dot-com bust as AI financing concerns escalate

about 11 hours ago

Oracle's surging spending, negative free cash flow and $130 billion debt pile...

Meta's flurry of AI initiatives this month hasn't helped lift the stock. What will?

about 14 hours ago

Meta has to justify its AI spending to unlock the struggling stock.

OpenAI limits new AI models to 'trusted partners' at request of U.S. government

about 14 hours ago

OpenAI said it previewed the new models' capabilities with the government ahead...

Trump threatens 100% tariff on countries putting 'Digital Services Tax on American Companies'

about 14 hours ago

"This TARIFF will supersede Trade Deals made with the Country, whether implemented...

OpenAI hasn't held pre-IPO investor meetings or set timeline yet, sources say

about 16 hours ago

OpenAI said it confidentially filed its prospectus with the SEC earlier this...

ON Semi tanks 20% following Synaptics deal as CEO defends core business

about 16 hours ago

The pivot into physical AI grows On Semi's addressable market by an...

Billionaire investor Jeremy Grantham says bitcoin will 'dwindle away with a whimper'

about 17 hours ago

Jeremy Grantham renewed his long-running criticism of bitcoin, predicting it will gradually...

OpenAI and Anthropic face new AI reality as companies shift from tokenmaxxing to efficiency

about 19 hours ago

Companies are tightening their AI budgets to focus on getting a return...

The memory crunch, Supreme Court rulings, 'inheritourism' and more in Morning Squawk

about 19 hours ago

Here are five key things investors need to know to start the...

Rise in memory chip costs puts pressure on retailers of laptops and smartphones

about 19 hours ago

As the global race for AI moves forward, a shortage of memory...