The investor says warnings from OpenAI and Anthropic may have more to do with competition and growth than safety.
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All three major US stock indexes were down in late-morning trading Monday, as major artificial intel

Yahoo Finance Tech Editor Dan Howley examines what Anthropic (ANTH.PVT) and OpenAI's (OPAI.PVT) respective warnings for pacing AI development means for future regulation.

The bond market just flashed a signal it last sent in 2007, and what followed that time was not what investors expected. History offers a warning, but it is not the one most people think.

Monday morning, hours after public radio spent its morning walking through an open letter asking the AI industry to slow itself down, President Trump told CNBC the opposite: “We’re leading China in AI. We’re the most sophisticated country in the world. And frankly, I want to keep it that way because whoever wins, AI wins.” […]

Sept 14 (Reuters) - Large technology companies, including Palantir Technologies, Nvidia and Booz Allen Hamilton, could restrict or cease to use advanced AI models unless Anthropic and OpenAI guarantee
A single line on a balance sheet keeps pulling one investor back to the same stock, and it has nothing to do with AI excitement or analyst ratings. The signal hiding in plain sight changes how this company funds its own growth.

nVent highlighted as Zacks Bull and DICK's Sporting Bear of the Day

Adobe (ADBE) says its freemium creative apps now draw more than 100 million monthly active users, a base up over 70% in a year. Management chose to chase that growth rather than take the "short term relief" that pricing actions might have delivered. Over the same stretch, the shares lost 28% in the year to September 11. At 14 times net income for the four quarters through May, the stock sells for less than half its three-year average multiple of 30.8.
Yahoo Finance Senior Markets Reporter Ines Ferre and DA Davidson Head of Technology Research Gil Luria break down the tech stock (XLK) pullback following calls to slow AI development, while highlighting the renewed strength in the cybersecurity sector.

Azure just crossed $100 billion in revenue and Microsoft 365 Copilot is selling like wildfire, yet the stock has gone nowhere for a year. Something in that gap points to a very specific opportunity with a deadline of 2030.
Leave it to Elon Musk to say, essentially, I've been right all along.

Tech stock news for the week of Sept. 14.
Tech stock news for the week of Sept. 14.

Anthropic (ANTH.PVT) CEO Dario Amodei and OpenAI (OPAI.PVT) CEO Sam Altman are in agreement that the AI industry needs to pace its development. Yahoo Finance's Jake Conley and Pras Subramanian are joined by Business Insider Today executive editor Dan DeFrancesco to discuss the two business leaders' latest statements and what these sentiments may ultimately mean for the AI frontier.

A veteran portfolio manager pulled out a century-long logarithmic chart and pointed to where the S&P 500 sits today, then explained why that picture changes everything about how you should think about risk depending on your age.

Apple just posted its strongest June quarter ever and Microsoft cracked a historic Azure milestone, but only one of these Magnificent Seven giants sets up as the cleaner buy right now given what each company quietly buried in its earnings report.
Michael Burry Takes Aim at AI Giants: Their Push to Slow AI May Be Self-Serving

Alphabet is signing contracts for nuclear reactors, suspending buybacks, and doubling its debt load, and one investor sees all of that spending as the most bullish signal in the entire position.

AI leaders diverge on safety, regulation and competition as the U.S.-China race keeps pressure on the industry to move fast.








