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Open-weight AI models add new spark to China, Silicon Valley's AI race
Yahoo Finance Video54d agoneutralVIDEO
Open-weight AI models add new spark to China, Silicon Valley's AI race

Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Ines Ferré and Breaking News Reporter Jake Conley to assess and discuss the rising competition between open-weight AI models from China — which are public to download and modify — and Silicon Valley's top artificial intelligence developers.

Rowan Street Capital: Meta Platforms’ (META) Fundamentals Outpace Its Stock Rally
Insider Monkey54d agobullish
Rowan Street Capital: Meta Platforms’ (META) Fundamentals Outpace Its Stock Rally

Rowan Street Capital, an investment management company, released its Q1 2026 investor letter. A copy of the letter can be downloaded here. The Fund’s performance remained stable in the second quarter, with the portfolio declining about 1$ from the first quarter, resulting in a net return of -21% for the second half of 2026. Despite the […]