AI
Microsoft Deploys Copilot Tasks to Transform Busywork Into Background Automation
Cloud-based AI agents now execute multi-step workflows autonomously, intensifying Microsoft's competition with OpenAI and Anthropic in the enterprise productivity race.
CoreWeave Posts $452 Million Loss as AI Infrastructure Costs Surge
Nvidia-backed cloud operator's fourth-quarter loss nearly ninefold larger than prior year, exposing capital intensity pressures as sector grapples with profitability questions.
Anthropic CEO Rejects Pentagon’s Final AI Ultimatum
Dario Amodei holds firm on safeguards as Friday deadline approaches, marking first major refusal of unrestricted military access to frontier models.
Anthropic Rejects Pentagon’s Final Offer, Escalates AI Standoff Hours Before Deadline
The AI company refused to drop guardrails against mass surveillance and autonomous weapons despite threats of contract cancellation and blacklisting.
Howard Marks: AI Will Eliminate Most Fund Managers, But the Greatest Investors Will Thrive
Oaktree's co-chairman argues artificial intelligence excels at pattern recognition from historical data—which is precisely why it will fail where elite investors succeed.
Snowflake’s 30% Growth and ‘Magical’ AI Moment Challenge Market Skepticism on Enterprise Spending
CEO Ramaswamy's Q4 earnings beat signals robust AI demand as investors question the sustainability of tech infrastructure buildouts
Tech Stocks Shed $1.3 Trillion as AI Spending Paradox Triggers Market Repricing
Nvidia rallies on blockbuster earnings while broader sector bleeds—investors demand proof that $700 billion capex surge will generate returns.
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