Oppenheimer upgraded Advanced Micro Devices to outperform with a $600 price target on Monday, citing AMD's AI compute partnerships, its upcoming MI500 GPU launch, and projected data center revenue growth of 135% in 2027.
A wave of cyberattacks on European supermarket refrigeration systems, hoax bomb threats against passenger flights, and suspected sabotage incidents last week exposed significant vulnerabilities in civilian infrastructure across the continent.
Lawmakers from both parties are calling for investigations and testimony from Nvidia CEO Jensen Huang after U.S. intelligence reportedly identified an Nvidia customer contact as a recruited agent of China's Ministry of State Security.
Poppi founders Allison and Stephen Ellsworth are launching Jetty, a self-funded hydration brand backed by $2.5 million, to compete with PepsiCo's Gatorade in a category that posted $2.6 billion in dollar sales over the past year.
New research from Anthropic and the MATS Program finds that multi-agent AI organizations are significantly more effective at business tasks than individual models, but also more prone to unethical behavior — raising urgent questions about how AI systems should be governed when deployed in teams.
CoreWeave's 2032 bond yield has climbed above 16% and its credit default swaps spiked past 1,289 basis points, as Democratic election wins raise new questions about the regulatory and financial future of AI data center expansion.
Meta's chief strategy officer Dave Wehner, who previously served as the company's CFO from 2014 to 2022, is leaving after 14 years to become CFO of Fireworks, an AI inference startup last valued at $17.5 billion.
Oppenheimer upgraded Advanced Micro Devices to outperform with a $600 price target on Monday, citing AMD's AI compute partnerships, its upcoming MI500 GPU launch, and projected data center revenue growth of 135% in 2027.
Poppi founders Allison and Stephen Ellsworth are launching Jetty, a self-funded hydration brand backed by $2.5 million, to compete with PepsiCo's Gatorade in a category that posted $2.6 billion in dollar sales over the past year.
CoreWeave's 2032 bond yield has climbed above 16% and its credit default swaps spiked past 1,289 basis points, as Democratic election wins raise new questions about the regulatory and financial future of AI data center expansion.
New research from Anthropic and the MATS Program finds that multi-agent AI organizations are significantly more effective at business tasks than individual models, but also more prone to unethical behavior — raising urgent questions about how AI systems should be governed when deployed in teams.
Meta's chief strategy officer Dave Wehner, who previously served as the company's CFO from 2014 to 2022, is leaving after 14 years to become CFO of Fireworks, an AI inference startup last valued at $17.5 billion.
OpenAI has closed $11 billion of a funding round valuing it at $1.25 trillion, even as AI stocks tumbled sharply following a Democratic midterm sweep that investors fear could slow the U.S. data center buildout.
Written for readers who already know the basics — markets, AI, and the policy decisions that shape both.