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Reports indicate that Meta may pay CoreWeave and Nebius more than $62 billion, while also planning to develop AI cloud services to compete with them.
According to reports, Meta Platforms (META) may pay AI infrastructure providers CoreWeave and Nebius more than $62 billion to acquire AI computing power. Meanwhile, reports indicate that Meta is devel
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Cybersecurity Expert: Hugging Face Was Targeted by an OpenAI AI Model Attack; It Was Due to a Failure in Traditional Defenses, Not Because AI Is Unstoppable
Earlier this month, the AI dataset platform Hugging Face was attacked by an OpenAI model. The model breached the testing environment, infiltrated Hugging Face’s systems to bypass benchmarking, and car
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SanDisk's stock price soared 21.5% today; analysts say this is because investors believe that overspending by AI hyperscale companies is boosting demand for memory chips.
Shares of memory chip maker SanDisk (NASDAQ: SNDK) surged 21.5% today.HSBC analyst Alastair Pinder noted that investors believe AI hyperscalers such as Google, OpenAI, and Anthropic are overspending o
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The Columbia Seligman Global Technology Fund noted that Wix.com is facing pressure on its profit margins as AI startups pose a competitive threat to its website design business.
In its second-quarter 2026 investor letter, the Columbia Seligman Global Technology Fund noted that Wix.com Ltd. (NASDAQ:WIX), a website design and hosting company in which it is overweight, underperf
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Columbia Seligman Global Technology Fund: GoDaddy’s Stock Price Falls Due to AI Disruption and Profit Margin Concerns
In its second-quarter 2026 investor letter, the Columbia Seligman Global Technology Fund noted that the stock price of website design and hosting company GoDaddy (NYSE: GDDY) fell during the second qu
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The Columbia Seligman Global Technology Fund stated that, because it did not hold shares in major CPU companies such as Intel, it missed out on the stock price gains driven by the AI-fueled recovery in the server CPU market, which impacted its second-quarter performance.
In its second-quarter 2026 investor letter, the Columbia Seligman Global Technology Fund noted that by not holding shares in large central processing unit (CPU) companies such as Intel (NASDAQ:INTC),
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AI cloud service provider Nscale will acquire AI software startup Anyscale for approximately $1.65 billion.
Cloud infrastructure provider Nscale announced that it will acquire AI software startup Anyscale for approximately $1.65 billion. The acquisition is intended to help customers manage and operate AI sy
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Wolfe Research Analyst: The semiconductor industry is unlikely to experience an oversupply before 2028
Chris Caso, a senior analyst at Wolfe Research, said the semiconductor industry is unlikely to face an oversupply situation before 2028. He noted that current AI-driven demand continues to outpace sup
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Wealth Management Clients Increasingly Use AI Chatbots for Financial Advice, Challenging Traditional Advisors
Wealth management clients, including high-net-worth individuals, are increasingly turning to AI chatbots like Claude and ChatGPT for portfolio recommendations and tax advice, according to industry lea
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Evercore ISI removes Meta Platforms from Top Pick list, cuts price target to $820
Evercore ISI has removed Meta Platforms (META) from its TAP Outperform List. The firm maintained an 'Outperform' rating but cut its price target for Meta to $820 from $930. Evercore ISI cited rising A
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Microsoft's AI-driven earnings boost stock futures, Bitcoin holds near $64,000
Microsoft's strong earnings report, which showed its cloud unit achieving its fastest growth in four years and reassured investors about the payoff from AI spending, led to gains in U.S. stock futures
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Chinese Stocks Head for Worst Monthly Performance in a Decade
Chinese stocks are set to record their worst monthly performance in a decade, driven by investors withdrawing from suppliers to the artificial intelligence (AI) boom.
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Anthropic's AI model halved the effective key strength of the HAWK digital signature algorithm within 60 hours
The Claude Mythos Preview model from AI company Anthropic discovered an attack in approximately 60 hours that halved the effective key strength of the HAWK digital signature algorithm, at a cost of ab
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Eastspring Investment Experts: Amid Volatility in AI-Related Stocks, Electronics Component Companies Offer Investment Opportunities
Ken Wong, an Asian equity portfolio specialist at Eastspring Investments, noted that in a volatile market where AI-related stocks are occasionally subject to sell-offs, investors can look for investme
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The U.S. House Energy Committee has requested a tour of SpaceX’s AI data center in Memphis and the provision of related records
Frank Pallone, a senior Democratic member of the U.S. House Committee on Energy and Commerce, has written to SpaceX CEO Elon Musk requesting a tour of the company’s xAI data centers and power plants i
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Microsoft The CEO said the company is openly competing with OpenAI and Anthropic to promote its own AI models and chips.
Microsoft CEO Satya Nadella told Wall Street analysts during Wednesday’s quarterly earnings call that the company is openly competing with leading AI labs such as OpenAI and Anthropic to promote its i
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Goldman Sachs Co-Chief Investment Officer: The Market Is Punishing Hyperscale Companies Due to Uncertainty Over AI Returns
Goldman Sachs Alexis Wilson-Elizondo, Co-Head of Global Multi-Asset Solutions and Co-Chief Investment Officer, said the market is punishing megacap companies due to uncertainty surrounding the return
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OpenAI CFO Sarah Friar Tells Employees July Annualized Revenue Exceeded Entire Q2 Revenue
OpenAI CFO Sarah Friar informed employees that the company's annualized recurring revenue (ARR) in July surpassed its total revenue for the second quarter. The announcement was made during an internal
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Qualcomm's Q3 Earnings Report Will Reveal the Impact of AI on the Smartphone Market and Its Data Center Plans
Chipmaker Qualcomm (QCOM) is set to report its third-quarter earnings on Wednesday, with the focus expected to be on the impact of artificial intelligence (AI) on the smartphone market and the company
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Intelligent Audit Wins FreightWaves Supply Chain AI Excellence Award for Its AI-Powered Early Warning System That Identifies Freight Fraud and Errors
Freight audit firm Intelligent Audit has won the “AI Solution Provider” category at the FreightWaves Supply Chain AI Excellence Awards for its proprietary machine learning system, DeepDetectAI. The De
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AI company Anthropic plans to go public as early as October; Amazon's stake could be worth as much as $240 billion
Artificial intelligence company Anthropic has quietly filed an S-1 form and plans to go public as early as October. The company’s most recent funding round valued it at $965 billion, while secondary m
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Encore AI Completes $30 Million Series A Funding Round to Build AI Agents That Learn from Customer Interactions
AI startup Encore AI announced the completion of a $30 million Series A funding round led by Team8. The company is dedicated to developing AI voice agents that analyze calls, messages, and CRM data be
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Insurance brokerage giant Marsh & McLennan plans to use AI to boost productivity and centralize operations to achieve efficiency and cost savings
Marsh & McLennan Companies, Inc. (NYSE:MRSH), the world’s largest insurance brokerage and risk management firm, is planning to boost productivity through the use of artificial intelligence (AI) and to
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Seagate Stock Shakes Off AI Rally Fears With Big Earnings Beat
Seagate (STX) stock shook off concerns related to the AI rally, reporting a significant earnings beat.
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Energy Transmission (ET) has raised its dividend for the 19th consecutive quarter, increasing the quarterly dividend to $0.34 per share, with a current dividend yield of 6.72%.
Energy Transfer (NYSE: ET), an energy pipeline company, announced its 19th consecutive quarterly increase in its cash dividend, raising the quarterly dividend to $0.34 per share (annualized $1.36). As
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The analysis notes that NVIDIA, Micron, and SanDisk are performing strongly amid the wave of AI infrastructure development, with target prices expected to reach $325, $1,600, and $2,000, respectively, by 2027.
Yahoo Finance cited analysts as noting that, driven by the development of AI infrastructure, companies such as NVIDIA (NVIDIA), Micron, and SanDisk have posted strong financial results and still have
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Billionaire investor Chase Coleman’s Tiger Global fund disclosed in its latest 13F filing that its top five growth stocks are all focused on AI infrastructure, including TSMC, NVIDIA, Amazon, Meta, and Google.
According to the latest 13F filing (positions as of March 31, filed on May 15), Tiger Global, the fund managed by billionaire investor Chase Coleman, has focused its portfolio on the five major player
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Alphabet Reports Negative Free Cash Flow for the First Time in Q2, Raises Full-Year AI Capital Expenditures to the $200 Billion Range, and Suspends Share Buybacks; Microsoft’s Q4 Revenue Exceeds Expectations, and Its Stock Price Jumps 15.51% in After-Hours Trading
Google Parent company Alphabet reported its second-quarter financial results, with revenue reaching $119.796 billion, but free cash flow turned negative for the first time, recording -$5.9 billion.The
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Robinhood CEO Vlad Tenev Believes AI Agents Could Transform Crypto Trading, Aiming to Empower Retail Investors
Robinhood CEO Vlad Tenev stated his belief that agentic artificial intelligence (AI) could revolutionize the crypto market by enabling AI agents to make and execute trading decisions, learn from marke
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Billionaire investors Mark Cuban and Michael Burry warn that the AI boom in the U.S. stock market may be built on shaky ground, with NVIDIAs posing a key risk.
Billionaire entrepreneur Mark Cuban and “The Big Short” investor Michael Burry recently sounded the alarm about the AI boom in the U.S. stock market, pointing out that it may be built on shaky ground.
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OpenAI has confirmed the existence of its next-generation model, Astra, which solved ten unsolved mathematical problems at a computational cost of approximately $2,000 and demonstrated its capabilities to U.S. regulators.
OpenAI has confirmed the existence of its next-generation model family, Astra, whose core capability lies in driving the long-term collaborative operation of multiple AI agents to solve highly complex
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The percentage of U.S. companies beating earnings expectations during the second-quarter earnings season reached a record high, with the S&P 500’s overall EPS growing by 45%; tech giants are seeing accelerated returns on AI investments, with capital expenditures expected to exceed $1 trillion by 2027.
U.S. stocks posted strong results during the second-quarter earnings season. As of July 31, 64% of S&P 500 components that had reported earnings exceeded consensus market expectations for earnings per
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Shares of marketing software provider Braze (BRZE) rose 17.3% this week, driven by the rollout of AI services and a recovery in the software sector.
Shares of marketing software provider Braze (NASDAQ: BRZE) rose as much as 17.3% this week. Analysts note that this was primarily driven by the company’s promotion of its artificial intelligence (AI)
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Datadog (DDOG) shares have risen 96.96% over the past 52 weeks as the company’s revenue growth has accelerated and it has benefited from demand for AI.
Datadog (NASDAQ:DDOG), a provider of cloud application observability and security platforms, has seen its stock price rise 96.96% over the past 52 weeks, closing at $268.56 as of July 30. According to
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Itron (ITRI) Shares Jump 17.4% This Week on Strong Q2 Earnings and Raised Guidance
Shares of Itron (NASDAQ: ITRI), a global utility technology provider, surged 17.4% this week, trading just below $100 as of Friday. The company reported robust second-quarter earnings, with non-GAAP e
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Nikkei Asia: Unlike during the dot-com bubble, Asian tech companies and investors are playing a central role in Asia’s current AI boom
The editorial team at Nikkei Asia points out that, compared to the internet bubble 25 years ago, the current AI boom presents significant differences for Asia. The main distinction is that Asian tech
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AI video startup Synthesia, launched in 2017 before ChatGPT's public debut, is now valued at $4 billion after pivoting from Hollywood to enterprise solutions
London-based AI video platform Synthesia, co-founded by CEO Victor Riparbelli in 2017, has achieved a valuation of $4 billion following a $200 million fundraising round announced in January. The compa
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Investment management firm Vulcan Value Partners believes Genpact Limited is undervalued amid the AI disruption
In its second-quarter 2026 investor letter, investment management firm Vulcan Value Partners stated that Genpact Limited (NYSE:G) is undervalued amid the AI disruption. The firm believes that Genpact’
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Google Chief Scientist Jeff Dean: AI Has Reached the Level of an Entry-Level Engineer; Inference Hardware Is the Next Key Battleground
Google Jeff Dean, chief scientist and deep learning pioneer, stated that AI has reached the level of an entry-level engineer, and that progress in models’ ability to perform complex tasks has exceeded
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Strategists Say Chilean Storms Disrupting Copper Production, Combined with AI Demand, Could Push Copper Prices to New Highs
Strategists point out that the deadly storm in Chile has disrupted copper mining operations in the country, exacerbating supply tightness in the market and potentially driving up copper prices. Chile
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China's A-share ChiNext Index surged more than 6%, with semiconductor stocks staging a strong rebound; Changxin Technology's market capitalization surpassed 4 trillion.
On July 31, the Chinese A-share market saw a strong rebound in sectors related to semiconductor chips, computing hardware, and AI, driving major stock indices to surge. The ChiNext Index soared by mor
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SK Hynix shares soared 25%, while Samsung Electronics rose more than 20%, as optimism surrounding U.S. tech stocks and AI reignited
On Friday, shares of South Korean chip giants SK Hynix and Samsung Electronics surged, with SK Hynix rising more than 25% and Samsung Electronics climbing more than 20%. The rally was driven by a stro
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Amazon CEO: AWS Has Nearly $500 Billion in Backlog and Is Poised to Become a $1 Trillion Business; Memory Costs to Push 2026 Capital Expenditures to $220 Billion
Amazon (Amazon) released its financial results for the second quarter of 2026, reporting that revenue from its AWS cloud business reached $42.2 billion, a 36.7% increase year-over-year, marking the fa
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Apple CEO Tim Cook called the company's hybrid AI strategy a "competitive weapon" and said the company plans to charge for AI features via iCloud.
Apple’s outgoing CEO, Tim Cook, said that the company’s hybrid AI strategy—in which some AI workloads can run on iPhones and Macs—is a competitive advantage, and that Apple plans to charge for AI feat
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Google: Thanks to AI tools, the number of Chrome vulnerabilities patched in June exceeded the total for the past two years combined
Google Google announced that, thanks to its internal AI tools, the number of security vulnerabilities patched in its Chrome browser in June exceeded the total number patched over the past two years. T
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Micron Signs a Major Long-Term Supply Agreement with SanDisk Amid Surging Demand for AI-Driven Memory
Against the backdrop of surging demand for memory driven by artificial intelligence (AI), U.S. memory chip manufacturers Micron (Micron) and SanDisk have both signed massive long-term supply agreement
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NVIDIA Partnering with Kawasaki Heavy Industries to Build a “Next-Generation Digital Shipyard” in Japan
NVIDIA (Nvidia) and Japan’s Kawasaki Heavy Industries announced a partnership to build a “next-generation digital shipyard” at Kawasaki’s Sakaide plant in Japan. At the heart of this collaboration is
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An analysis indicates that advancements in AI technology are driving a surge in U.S. electricity demand, with nuclear energy—particularly small modular reactors (SMRs)—gaining attention.
The analysis notes that the widespread adoption of energy-intensive artificial intelligence (AI) technologies is driving sustained growth in U.S. electricity demand, a trend that is expected to contin
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What Is LITHO? An Analysis of the Lithosphere Project and Where to Buy It
LITHO is the native token of the Lithosphere network, a project positioned as an AI-driven, cross-chain decentralized application platform aimed at addressing blockchain interoperability issues. It incorporates core technologies such as Ego DEX, Thanos Wallet, and the LEP100 token standard, and was developed by the KaJ Labs Foundation. The LITHO token is used for transaction fees, validator collateral, and staking, among other purposes. As of this writing, there are significant discrepancies in LITHO’s market data; some sources show extremely low or even zero trading volume and market capitalization, indicating that its liquidity may be very limited. Investors should be fully aware of the high risks involved.
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Analysis of the Future Prospects for the Livepeer (LPT) Token: The Potential of Decentralized Video and AI Integration
Livepeer (LPT) is a decentralized real-time video streaming protocol based on the Ethereum, designed to provide scalable, cost-effective, and censorship-resistant video infrastructure. The LPT token is used for staking, governance, and coordinating network operations.Recently, Livepeer has made significant progress in the field of AI video processing, with AI inference accounting for 60% of the protocol’s revenue in the first quarter of 2026.With the establishment of the Livepeer Foundation and the launch of new initiatives such as Punch Compute, the project is actively expanding its scope of applications and continuously optimizing network performance and its token economic model. Although short-term market sentiment remains under pressure, its potential for innovation in the decentralized video and AI sectors continues to attract attention.
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DEGAI Coin: An Overview of the DGNAPP.AI Token and Its Current Trading Status
DEGAI (DGNAPP.AI) is a decentralized cryptocurrency built on the Ethereum network, designed to use artificial intelligence technology to help investors analyze the micro-market-cap token (MMCT) market in order to identify potential risks and fraudulent projects. Its core tools include an AI pump-and-dump detector and an AI fraudulent address detector.However, according to public data available at the time of publication, DEGAI’s circulating supply is listed as zero, and its market capitalization is also zero, indicating extremely low market activity or that the token has not yet truly entered circulation.Currently, the token is primarily traded through decentralized exchange (DEX) aggregators such as Matcha, or bought and sold via Web3 wallets that support the Ethereum network and connect to DEXs.
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PHNX Coin Analysis: Multiple Projects with the Same Name—What Are Their Respective Prospects?
“PHNX” is not a single cryptocurrency, but rather a term that encompasses at least five distinct projects, ranging from meme coins and DeFi protocols to AI and DePIN infrastructure, as well as deflationary tokens. This article will delve into the unique aspects, technical features, current progress, and future growth potential of each PHNX project, helping readers distinguish between these tokens with the same name and understand their respective roles and objectives within the crypto ecosystem.
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QUOTH Coin Analysis: The Current State and Future Potential of AI-NFT Hybrid Projects
QUOTH is a blockchain project that combines artificial intelligence (AI) with NFT infrastructure, designed to address the challenges of fragmented liquidity and authentication across multiple NFT chains. It functions as an AI NFT indexing protocol, API, and on-chain oracle, operating on the BNB Smart Chain. Despite the project’s ambitious goals, as of July 2026, the QUOTH token ($QUOTH) has exhibited a micro-market capitalization and extremely low trading activity, and is viewed by the market as a high-risk, high-reward early-stage investment. Its future development hinges on its ability to effectively overcome challenges related to liquidity, auditing, and market adoption.
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NEAR Protocol: A Layer 1 blockchain powering decentralized applications and the AI economy
NEAR Protocol is a Layer 1 blockchain platform designed to provide scalable, user-friendly, and secure underlying infrastructure for decentralized applications (dApps) and the future AI economy. It was founded by Illia Polosukhin and Alexander Skidanov in 2018, and its mainnet launched in April 2020. Through its unique sharding technology (Nightshade) and Threshold Proof-of-Stake (TPoS) consensus mechanism, NEAR addresses the challenges traditional blockchains face in terms of scalability, transaction speed, and cost. The platform is also committed to enhancing the user and developer experience through features such as “chain abstraction” and “human-readable account names,” and is actively pursuing the integration of AI and blockchain.
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