AI
Blackstone’s Retail Private Equity Fund Posts 20% Return on AI Bet
The firm's $18 billion BXPE fund delivered 20% net gains in 2025, with nearly a third driven by SpaceX, OpenAI, and Anthropic stakes unavailable to institutional portfolios.
AI’s Speed Problem: When Innovation Outruns the Business Model
Technology companies face unprecedented pricing pressure as artificial intelligence capabilities become obsolete within months, creating a fundamental mismatch between development velocity and revenue capture.
Wall Street Packages AI Volatility Insurance as Bubble Fears Mount
Banks pitch variance swaps and collar strategies to institutional clients seeking protection against concentration risk in overheated tech stocks
Anthropic Abandons Core Safety Pledge as Competition Trumps Principle
The AI company built on safety-first principles scrapped its binding commitment to pause dangerous model development, citing rivals and a hostile regulatory climate.
Can Space Solve AI’s Energy Crisis? The Physics Say No
Tech giants are betting billions on orbital data centers to escape terrestrial power constraints, but fundamental engineering barriers and environmental trade-offs suggest they're just moving the problem
AMD Bets $150 Million on Nutanix in Data Center Infrastructure Push
Chip giant deepens hyperconverged partnership with stock investment as it challenges Intel and VMware across enterprise markets.