Situational Awareness, the hedge fund associated with a former OpenAI researcher, appears to have made a decisive shift in how it manages public-market exposure. According to reporting, the fund may have unwound its public equity portfolio after leveraged positions deteriorated…
Amazon’s latest data center spending update landed with a familiar kind of investor shrug: yes, the capex number is still climbing, and yes, it’s tied to the same big themes—cloud growth and AI compute demand—but the market reaction suggests investors…
Apple is quietly signaling that its AI ambitions may come with a “pay to use more” layer—and the place it’s hinting at isn’t an AI subscription, but iCloud Plus. During Apple’s earnings call on Thursday, CEO Tim Cook said he…
CoreWeave has moved to recalibrate the terms of its debt after investors pushed back on how much of the company’s repayment profile is tied to long-dated exposure to AI demand—particularly through contracts linked to Anthropic. The adjustment, described as “sweetened”…
Meta’s latest attempt to turn artificial intelligence into a new platform layer has run into a familiar problem: investors can admire the ambition while still punishing the timeline. Shares fell sharply as CEO Mark Zuckerberg continued to press his vision…
Situational Awareness, the AI-focused hedge fund founded by a former OpenAI employee, has reportedly exited most—or possibly all—of its public stock portfolio after a period of steep losses tied to the volatility of AI-linked equities. Multiple outlets describe the same…
A federal judge has ruled that the Trump administration has not yet put forward enough evidence to justify classifying Anthropic as a “supply chain risk,” a designation that has been used to support restrictions on the company’s AI technology. The…
Microsoft’s latest earnings update landed like a jolt of momentum in a market that has grown increasingly sensitive to signals from cloud spending and enterprise technology budgets. Investors didn’t just react to the headline numbers; they responded to what those…
Friend, the “lonely AI wearable” that’s been trying to turn companionship into something you can wear, is back with a noticeable upgrade: it can now talk. Not just in the sense of notifications or prompts, but in the literal, conversational…
Meta’s latest phase of growth looks less like a steady march and more like a series of carefully managed detours—side quests that, taken together, could determine whether the company’s next era is defined by dominance or by distraction. Mark Zuckerberg…
Google’s latest security update for Chrome has become a kind of Rorschach test for the software industry: to some, it’s proof that AI-assisted engineering is finally delivering measurable results; to others, it’s a reminder that “more bugs fixed” doesn’t automatically…
LinkedIn is rolling out a new way for users to report posts that “seem like AI slop,” and the move is notable not just because it targets low-quality content, but because it turns a vague, increasingly common complaint into something…