AI talent war: Software industry is a new target as top executives jump ship to OpenAI
Software giants are seeing their worst stock performance in years on fears of AI disruption. Now they have a new problem.
Wall Street is getting bullish on neoclouds. These stocks hold more risk than other AI plays
Neoclouds emerged as stopgaps to address the GPU shortage, but their economics are fragile, McKinsey has warned.
U.S. State Department orders global warning about alleged China AI thefts by DeepSeek, others: Reuters
The U.S. is reportedly targeting alleged efforts by Chinese companies to steal intellectual property from American AI labs.
Iran says no meeting with U.S. negotiators planned in Pakistan, with Trump envoys due to head to Islamabad
U.S. special envoy Steve Witkoff and Jared Kushner are expected to arrive in Islamabad on Saturday.
Trump cancels U.S. envoy trip to Pakistan for Iran war negotiations: ‘If they want to talk, all they have to do is call’
U.S. special envoy Steve Witkoff and Jared Kushner had been expected to arrive in Islamabad on Saturday.
Nvidia stock closes at record, pushing market cap past $5 trillion
Nvidia’s stock closed at its first record since October, as a rally in Intel pushed chipmakers higher.
Buying chip stocks is getting pricey. Traders don’t care
The VanEck Semiconductor ETF (SMH) tracking the sector is up more than 30% this month.
The charts are showing there’s more pain ahead for healthcare stocks, says Carter Worth
There is every indication there is more downside ahead, according to Carter Worth.
How a new Amazon-backed Hollywood production startup deploys AI for speed and cost-cutting
A new AI-powered hybrid Hollywood startup backed by AWS is betting that cutting-edge production tech can cut costs, speed up filming and bring jobs back to LA.
Regeneron weighs overseas price for Otarmeni, gene therapy for rare type of hearing loss
Regeneron will make its newly approved gene therapy available for free in the U.S. The company hasn’t yet decided how much it will charge in other countries.
