Why Wall Street thinks US memory maker Micron is the next Nvidia
Eager to find more public AI-related companies that may do as well as Nvidia, Wall Street investors think they’ve found a winner with Micron.
AI Reevaluations Shape Moat Index Turnover
AI-driven moat rating downgrades played a major role in the Moat Index’s Q2 review, reshaping tech exposure while surfacing attractively priced opportunities across other sectors. Key Takeaways Morningstar’s March reassessment of software companies drove a larger-than-usual portion of the Index’s turnover this quarter. Style exposure remained mostly in line with the prior quarter’s, with value remaining […]
Indian payments chief thinks AI will be heavily involved in next era of digital payment growth
Dilip Asbe said that newer UPI apps could be more competitive with a viable commercial model
SoftBank’s CEO isn’t the only one with questions about Elon Musk’s orbital data center hype
Not everyone is buying Elon Musk’s vision for orbital data centers.
Instagram is testing more ways to customize ‘Your Algorithm’
Instagram users could soon see more ways to tune their content.
The AI Paradox: How AI Made Publishers More Valuable, Not Less
Post Content
Tanker struck in Hormuz as Iran, US trade attacks in worst escalation since peace deal
Post Content
‘It’s not going away’: The Stanford economist who called the AI entry-level jobs crisis early has the receipts
Post Content
Texas State Board of Education votes to require millions of students to study Bible stories
Post Content
Lebanon’s deal with Israel requires Hezbollah to disarm. That might be difficult
Post Content
Apple Vision Pro exec is reportedly leaving for OpenAI
Paul Meade, the Apple vice president in charge of the Vision Pro headset, is reportedly leaving the company to join OpenAI’s hardware team.
The fittest founder in the room got cancer. Here’s how he used AI to fight back.
When confronted with cancer, Connor Christou fed everything tied tied to his regime — blood results, scan data, wearable output, journal entries — into Claude.
