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OpenAI's ad business reached a $1 billion annualized run rate, expanding globally to challenge traditional search models like Google. However, it trails its $2.5 billion investor target, raising conc…
Eagle Capital warns of elevated valuation risks and cash flow lag in crowded AI trades, urging selective exposure. The firm highlights Workday as an undervalued, entrenched software platform poised f…
Bill Gates emphasizes climate change innovation and AI challenges in his year-ahead letter, pledging increased investment and philanthropy, while urging governments to support scaling technologies fo…
Investors express cautious optimism on AI-driven growth for Microsoft, Alphabet, and Nvidia in 2026, highlighting strong earnings but warning of stretched valuations and potential market corrections …
Neocloud providers like CoreWeave and Nebius rapidly expand AI cloud capacity with major deals from Microsoft and Meta. While CoreWeave's take-or-pay contracts reduce debt risk, reliance on Nvidia GP…