
The streaming pioneer got a little love from Wall Street.
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The streaming pioneer got a little love from Wall Street.

A major SpaceX AI milestone may arrive sooner than expected.
Broadcom expects another surge in AI-chip sales, making Monday's selloff a direct test of infrastructure-spending confidence.

Moby summary of Coda Octopus Group, Inc.'s Q3 2026 earnings call
Moby summary of The Hain Celestial Group, Inc.'s Q1 2027 earnings call

The AI safety debate went mainstream over the weekend, and Rubrik shareholders showed up at the "buy" window.

Tesla expects to ship up to a million Optimus robots next year.

Duolingo's Max tier cost twice as much as Super. Now Super subscribers get the Max features anyway. And Duolingo is making more money as a result, thanks to lower AI costs.

The apparel company reports earnings early next month.

Curaleaf is asking Alberta regulators to halt Aurora’s share sales, arguing the company shouldn’t be diluting shareholders at $3.04 while rejecting a $4 takeover offer.

IREN Limited (NASDAQ:IREN) is building as if AI compute scarcity will last for years. Its co-CEO Daniel Roberts told the Financial Times on September 7 that demand may never be fully satisfied, while the company could invest as much as $30 billion by mid-2027. Six days later, frontier AI leaders were publicly calling for slower […]
Data concerns are pushing major AI customers to rethink where frontier models can be used.

The September 14 selloff treated slower frontier AI development as bad news for chips. The more interesting question is whether it changes which chips get bought. Reuters Breakingviews argued that a moderation in giant model-training runs could redirect part of this year’s roughly $1 trillion AI investment toward inference, where existing models answer queries and […]

NVIDIA's stronger AI growth, higher ROE and lower leverage give it an edge over Oracle as both benefit from booming AI demand.

ASML shares dropped 6.2% Monday morning after Anthropic CEO Dario Amodei and other AI leaders called for slowing frontier-model development.

Musk sometimes makes wild claims, but this one has merit.
The reported improvement concerns architecture development, not a sevenfold increase in quantum-computer performance.

The 10-year U.S. Treasury yield has only been this high a few times over the past two decades.

The tech stock is down around 30% from its high.

Vistra is a more balanced play on the growing nuclear energy and AI markets.

The apparel stock is trading at multi-year lows.

Walter Isaacson, the Musk biographer and Tulane professor, says AI companies may face greater liability after their leaders acknowledged that increasingly capable systems can cause harm, as Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices Inc. (NASDAQ:AMD) slid Monday. “The definition...

Cathie Wood says you need to rewind to the Industrial Revolution to grasp what AI and four other converging technologies are about to do to global economic growth, and her target makes the IMF's forecast look like a rounding error.
The release combines infrastructure and software while leaving customers responsible for operating their own deployment.

Moby summary of RF Industries, Ltd.'s Q3 2026 earnings call

Calls for a slowdown in AI development sent the cybersecurity specialist higher.
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