Business & Finance
Wells Fargo downgraded Netflix to underweight and slashed its price target to $57 from $80, citing a 1.6-hour-per-day drop in viewership per subscriber and a weak content pipeline for the rest of 2026.
Marc Sabatini · YESTERDAY
Artificial Intelligence
Anthropic published three metrics Thursday — covering AI-led R&D, agent oversight, and compute allocation — designed to help AI companies measure and report on how quickly they are developing, following CEO Dario Amodei's call for an industry slowdown.
TechEchelon Staff · 2 DAYS AGO
Artificial Intelligence
Semiconductor shares, data center REITs, and AI-linked stocks fell Monday as industry warnings over AI development pace rattled markets, even as President Trump called the backlash a "hoax" and Digital Realty's CEO said any slowdown is "not end of the world" for data center real estate.
Jay Goldberg · 4 DAYS AGO
Artificial Intelligence
A proposal by Anthropic CEO Dario Amodei to slow frontier AI model development triggered broad declines in infrastructure and energy stocks Monday, raising fresh questions about the durability of the U.S. data center buildout.
TechEchelon Staff · 4 DAYS AGO
Artificial Intelligence
Broadcom CEO Hock Tan reaffirmed the company's AI semiconductor revenue forecasts of $115 billion in fiscal 2027 and $230 billion in fiscal 2028, even as Anthropic CEO Dario Amodei's call for slower AI development rattled chip stocks Monday.
Marc Sabatini · 5 DAYS AGO
Artificial Intelligence
President Trump said he has no concerns about AI posing an existential threat, emphasizing competition with China instead, as researchers at OpenAI and Anthropic publicly warn that unchecked AI development could prove catastrophic.
Sara Montes de Oca · 8 DAYS AGO