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Artificial Intelligence

ARPU
When AI Revenue Eats Your Margins
The Price of AIThere is a simple model for how tech companies are supposed to work: you build a new product, demand spikes, and as you scale up, your margins expand. Operating leverage kicks in, and each new dollar of revenue boosts profits more than the last.The past
CNBC
AI-led tech slide extends into third day as Oracle, Nvidia, fall in premarket trading
AI-related names have made losses since Oracle's mixed results on Wednesday.
CNBC
CNBC Daily Open: Record high U.S. stocks as investors rotate out of tech
Even though the AI theme seems to be under scrutiny, other sectors are performing well on the back of a resilient U.S. economy and buoyed by interest-rate cut.
TechCrunch
Google's AI try-on feature for clothes now works with just a selfie | TechCrunch
Google is testing AI-powered article overviews on participating publications' Google News pages as part of a new pilot program, the search giant...
TechCrunch
Google launched its deepest AI research agent yet — on the same day OpenAI dropped GPT-5.2
... AI news of its own. Topics. AI, deep research, gemini ai, Google, google ai. Julie Bort. Venture Editor. Julie Bort is the Startups/Venture...
CNBC
Altman and Musk launched OpenAI as a nonprofit 10 years ago. Now they’re rivals in a trillion-dollar market
As OpenAI turns 10, the former nonprofit AI lab is at the center of a roughly $1.4 trillion bet on AI infrastructure.
CNBC
CNBC Daily Open: U.S. stocks hit records despite AI-led tech slide
Even though the AI theme seems to be under scrutiny, other sectors are performing well on the back of a resilient U.S. economy and buoyed by interest-rate cut.
Bloomberg.com
AI Leaders Eye New Breakthrough to Build More Powerful Models - Bloomberg
AI leaders are increasingly talking about the benefits of ... Power On for Apple scoops, consumer tech news and more; Screentime for a...
NBC News
Trump signs executive order seeking to ban states from regulating AI companies
“Big Tech has failed twice to jam an AI amnesty into legislation,” Carson told NBC News on Wednesday, predicting the executive order will soon be...
CNBC
Oracle's lease commitments jump by almost 150% as company builds out to meet AI demand
Oracle's lease commitments now total $248 billion, with $10 billion tied to cloud capacity.
CNBC
Trump signs executive order for single national AI regulation standard, limiting power of states
President Trump's executive order, which limits the power of states in regulating AI, is a win for big tech companies that have lobbied for a federal standard.
CNBC
Broadcom reveals its mystery $10 billion customer is Anthropic
Broadcom CEO Hock Tan said Anthropic placed an additional $11 billion order in the fourth quarter.
CNBC
S&P 500, Dow close at record highs as Oracle sparks rush out of AI trade into broader market - CNBC
Shares of Broadcom have jumped in recent weeks on news of potential partnerships and enthusiasm around its custom chip, or application-specific...
Reuters
Nasdaq slips as Oracle AI shock overshadows Fed relief - Reuters
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CNBC
Disney investing $1 billion in OpenAI, will allow characters on Sora - CNBC
Disney making $1 billion investment in OpenAI, will allow characters on Sora AI video generator ... Got a confidential news tip? We want to hear...
Reuters
Architects of AI named Time's 'Person of the Year' | Reuters
In June 2024 it signed a multi-year content deal with OpenAI that gave the ChatGPT maker access to its archived news content. In response to user...
Bloomberg.com
Meta's Zuckerberg Pushes Highly Paid AI Lab to Build Moneymakers - Bloomberg.com
Meta let go of 600 AI employees in October, and former chief AI ... for Apple scoops, consumer tech news and more; Screentime for a front...
The Verge
Spotify's Prompted Playlists use AI to control your algorithm - The Verge
Stevie started out at Laptop Mag writing news and reviews on hardware, gaming, and AI. A new beta feature on Spotify takes the idea behind the...
Reuters
Bitcoin dips below $90,000 as AI worries dent risk appetite - Reuters
... AI infrastructure outlays are not ... Get a daily digest of breaking business news straight to your inbox with the Reuters Business newsletter.
CNBC
Broadcom beats on earnings and revenue, says AI chip sales will double in current quarter
Broadcom's stock is near an all-time high and has climbed 75% so far in 2025 as the company benefits from booming demand for AI infrastructure.
CNBC
Palantir sues former employees, says Percepta AI CEO set out to 'pillage' top developers
Palantir accused three former employees of violating non-solicitation agreements, and said they're competing with the company by hiring top developers.
CNBC
Oracle shares tank 11%, dragging down Nvidia, CoreWeave, Micron
Investors have questioned Oracle's AI infrastructure plans and colossal amount of debt.
CNBC
Rivian announces new AI tech, chip and robotaxi ambitions
The company has also developed AI models to power its Autonomy+ subscription, which it intends to roll out early next year for $2,500 up front or $49.99 a month.
CNBC
Rivian stock slides 4% after unveiling new AI tech and robotaxi ambitions
The company has also developed AI models to power its Autonomy+ subscription, which it intends to roll out early next year for $2,500 up front or $49.99 a month.
Bloomberg.com
Oracle Slides by Most Since January on Mounting AI Spending - Bloomberg.com
News. MarketsEconomicsTechnologyPoliticsGreenCryptoAI. Work & Life. WealthPursuitsBusinessweekCityLabSportsEqualityManagement & Work. Market Data.
CNBC
Don't use Oracle and its challenges as a barometer for the many great AI stocks we own
The broader AI trade is back in the hot seat because of Oracle. It shouldn't be.
Bloomberg.com
Helen Chandler-Wilde: Are the AI Gains Here Yet? - Bloomberg.com
... AI. Bailey might therefore be cheered by seeing news today that Google DeepMind will be opening a new lab in the UK, which will do research for...
CNBC
Rivian announces new AI tech, in-house chip and robotaxi ambitions
The company has also developed AI models to power its Autonomy+ subscription, which it intends to roll out early next year for $2,500 upfront or $49.99 a month.
CNBC
Sam Altman expects OpenAI to exit 'code red' by January after launch of GPT-5.2 model
The new model will be available starting Thursday within OpenAI's ChatGPT chatbot and its API.
Reuters
Google names Amin Vahdat as new chief of AI infrastructure buildout, Semafor reports
Get a daily digest of breaking business news straight to your inbox with the Reuters Business newsletter. Sign up here. "This change establishes AI...