D.A. Davidson analyst Gil Luria warns that several AI-related stocks could be vulnerable if OpenAI can’t meet its massive spending commitments. The company has signed billion-dollar deals with Oracle, Broadcom and AMD while projecting no profitability until 2029. Recent comments from OpenAI executiv
Sam Altman believes AI will be running entire companies within “some small single digit number of years.” The OpenAI CEO even suggests his own company should be the first to have an AI CEO. He sees this as inevitable, with the main barrier being human reluctance to trust AI systems.
The AI company is expanding to five European hubs as EMEA revenue grows more than 9x in the past year. Competition for top engineers is intensifying across the continent.
Andrew Ross Sorkin’s timely new book draws parallels between the 1929 crash and today’s AI mania. The real danger lies in three Ls: leverage, liquidity and investor lunacy. While central banks may prevent another Great Depression, the political and financial risks are mounting.
The EU is proposing significant delays to its AI Act enforcement timeline. Companies could get a one-year grace period for high-risk AI violations, with fines potentially postponed until 2027. The move comes amid pressure from US officials and Big Tech firms.
AI video startup HeyGen has grown to $100 million in recurring revenue by helping businesses create marketing videos without cameras. The company now serves nearly 200,000 paying customers and is expanding into automated video editing. This comes as the AI video market explodes, projected to grow te
Security operations centers are drowning in alerts while facing increasingly sophisticated AI-powered attacks. AI SOC solutions promise to transform overwhelmed teams by automating repetitive tasks and providing business-focused risk analysis. The key is finding solutions that enhance rather than re
The US is crushing the global AI competition, with American companies releasing 40 major AI models last year compared to China’s 15 and Europe’s mere 3. This isn’t accidental – innovation thrives where free markets, not government ministries, decide which technologies succeed.
Collins Dictionary has named “vibe coding” its 2025 word of the year, edging out terms like “clanker” and “broligarchy.” The selection reflects how AI is fundamentally changing how we interact with computers and create software.
Major companies have announced over 30,000 white-collar job cuts recently, but evidence suggests this reflects economic reality rather than AI displacement. Young graduates are feeling the squeeze most, with unemployment among 22-27 year olds with bachelor’s degrees rising by more than 2 percentage
