Microsoft's AI chief told staff the company quietly trained a model that outperforms a key partner's flagship system at a fraction of the cost, but the market barely flinched, and the reasons…
Omor Ibne Ehsan Bill Gates calls Elon Musk brilliant even as Musk attacks him over a Tesla short that may have cost Gates billions. Their feud reveals two competing visions of wealth, legacy, and what…
UnitedHealth's wild ride inside DIA was not an accident or a manager's call. The weighting rule baked into the Dow determined exactly how much of your money followed the stock up and…
Meta Platforms (NASDAQ:META | META Price Prediction) stock has pulled well ahead of its megacap peers on the strength of its newest artificial intelligence (AI) model. Shares of Meta Platforms are up…
For years, artificial intelligence has been sold as the next great productivity revolution. Businesses would produce more with fewer resources, profits would rise, and the economy would benefit from a technological leap…
Azure is booking revenue faster than almost any cloud business in history, yet its leadership reportedly just told team heads to slash costs by a fifth. Something about the math behind that…
Yesterday, Anthropic announced that its revenue grew 50% quarter over quarter to $16.8 billion. On the back of an envelope, its 2027 revenue could exceed $100 billion. That is about Morgan Stanley’s…
CoreWeave's bond market flashed a warning that spread far beyond one AI startup, and Oracle shareholders absorbed a nearly 9% loss before the trading day even ended. What happens to Oracle's $664…
Wall Street once bet that AI chatbots would destroy Google Search, and investors who bought through that fear were rewarded. Now Alphabet faces a far bigger test, one measured in hundreds of…
Azure just crossed $100 billion in annual revenue and Microsoft's commercial backlog dwarfs what most investors track, yet the stock's biggest risk has nothing to do with AI demand fading.
Satya Nadella pitched an AI killswitch as a safety measure, but the real beneficiary of that idea may surprise you. Here is why one investor keeps adding to his Microsoft position every…
When a CNBC anchor made the case for American AI dominance on a comedy show, she got the national security argument exactly right and the investment argument exactly backwards. Here is what…
Citi's strategist set a bold year-end price target for the S&P 500, but the math only works if a beaten-down slice of the market stops bleeding while Treasury yields are still climbing…
Apple just crossed a threshold no company has reached before, but the real debate is whether its loftiest valuation yet rests on a foundation strong enough to hold as margins compress and…
Oil prices crashed 14% last year, yet three energy giants kept raising their dividends anyway. The integrated business model behind that trick also explains why analysts see one of them as the…
