Tag: AI investing

Meta’s $145 Billion AI Bet Is Starting to Scare Wall Street
AI • October 25, 2026

Meta’s $145 Billion AI Bet Is Starting to Scare Wall Street

Meta generated $64.6 billion in revenue during the third quarter of 2026, a 26% increase from a year earlier. Its advertising business was thriving, users were spending more time across its platforms, and the company remained profitable. Wall Street responded by selling the stock. Shares fell sharply on October 22 as investors absorbed another enormous […]

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Anthropic’s IPO Could Put a Price Tag on the AI Revolution
AI • October 24, 2026

Anthropic’s IPO Could Put a Price Tag on the AI Revolution

Anthropic could soon become one of the most valuable companies ever to enter the stock market. But the most interesting number in its IPO may have nothing to do with the share price. For years, investors have been pouring money into artificial intelligence through Microsoft, Alphabet, Nvidia and other established technology companies. Those businesses offer […]

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The Strange Business of Selling Machines That Make Machines That Make AI
AI Industry • October 15, 2026

The Strange Business of Selling Machines That Make Machines That Make AI

The world’s most advanced artificial intelligence systems depend on an industrial process that would look almost absurd to someone unfamiliar with semiconductor manufacturing. To produce the chips that train and run AI models, companies must operate enormous machines that fire lasers at microscopic droplets of molten tin, manipulate light using some of the most precisely […]

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Could 10,000 AI Agents Accidentally Create a Market Panic?
AI Tools • October 14, 2026

Could 10,000 AI Agents Accidentally Create a Market Panic?

Imagine that 10,000 investors have each given an AI agent permission to manage part of their stock portfolio. The agents belong to different people, operate through different brokerage accounts and have never communicated with one another. Some follow conservative strategies, others pursue momentum, and a few are instructed simply to protect their owners from major […]

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Google Is Buying Nuclear Power for 20 Years. That’s a Very Long Bet on AI.
AI Industry • October 13, 2026

Google Is Buying Nuclear Power for 20 Years. That’s a Very Long Bet on AI.

Google does not know what Gemini will look like in 2046. It does not know which chips will train its models, how efficient those chips will become, whether today’s transformer architectures will still dominate artificial intelligence, or even whether people will still describe the technology using the same vocabulary. It is nevertheless buying electricity as […]

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AI Agents Are Coming for Your Trading Account
AI Tools • October 10, 2026

AI Agents Are Coming for Your Trading Account

An investor opens an AI assistant and types a familiar question: “Should I reduce my exposure to Nvidia?” Until recently, the answer would have been a piece of text. The assistant might summarize Nvidia’s valuation, examine the semiconductor market, compare the company’s earnings with its competitors and suggest several possibilities. The investor would then have […]

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The US 10-Year Yield Just Hit 5.35%. Tech Stocks Have a Problem.
Finance • October 9, 2026

The US 10-Year Yield Just Hit 5.35%. Tech Stocks Have a Problem.

The US 10-year Treasury yield touched 5.35% on October 7, 2026, reaching territory investors had not seen since 2002. It was an extraordinary number for the world’s most important government bond market, but the implications extend well beyond Treasury traders. For investors holding Nvidia, Microsoft, Amazon, growth stocks or Nasdaq ETFs, the problem is not […]

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How Big Tech Became Too Big to Regulate and What It Means for Your Money
Big Tech • September 27, 2026

How Big Tech Became Too Big to Regulate and What It Means for Your Money

In Blade Runner, Eldon Tyrell does not spend much time worrying about governments. His corporation manufactures the artificial workers on which an entire off-world economy depends. Tyrell does not operate within the system so much as occupy one of the layers holding it together. We used to watch that and think: dystopian science fiction. We […]

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AI’s Biggest Safety Warning Just Became a Semiconductor Story
AI Industry • September 16, 2026

AI’s Biggest Safety Warning Just Became a Semiconductor Story

The artificial intelligence industry spent years convincing investors that the biggest constraint on AI was compute. On Monday, it introduced a much stranger possibility: what if the companies building the most advanced systems decide that they need less speed? That question hit the semiconductor market hard. The Philadelphia Semiconductor Index fell 5.9% on September 14, […]

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AI Safety Just Became a Market Variable.
AI Industry • September 14, 2026

AI Safety Just Became a Market Variable.

AI safety used to sit in a separate box from the AI investment thesis. One conversation was about alignment, misuse, regulation and existential risk. The other was about GPUs, cloud revenue, data centers and how many billions of dollars the hyperscalers could spend before somebody finally asked for a receipt. On September 14, those boxes […]

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