Meta tried to fire 60% of its workforce and let AI agents do their jobs — the agents promptly broke things at scale. Meta tested AI agents to replace workers across teams, aiming for 60% headcount cuts, but agents made "large-scale, disruptive actions" that forced the company to pull back
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The company that built the AI gold rush is now running uphill just to stay ahead of the crowd it created. Seaport analyst Jay Goldberg says Nvidia faces more downside risk than upside potential heading into Q2 earnings, with competition intensifying across the AI chip landscape
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The CRM giant just told Wall Street it won't be replaced by Claude, it'll be powered by it. Salesforce posted a strong revenue outlook and deepened its Anthropic partnership, sending shares higher in after-hours trading
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The memory boom isn't coming — it's forcing companies to pour concrete and bet billions that AI's appetite for storage has no ceiling. Kioxia is building a new chip fabrication facility in Iwate, Japan to expand production capacity for AI storage needs
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The AI buildout just hit puberty — investors are done buying promises and now demand proof of progress. Aswath Damodaran calls this AI's "bar mitzvah moment" — investors shifting from faith-based valuations to evidence-based returns following Nvidia's latest earnings
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The states just turned Meta into a product roadmap for regulating every other platform with a feed and a recommendation engine. Meta agreed to pay up to $18 billion over ten years and adopt new protections for teenage users to settle a lawsuit from 29 state attorneys general
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The AI arms race just validated its first billion-dollar defense contractor. CrowdStrike beat annual revenue forecasts, with shares jumping in after-hours trading on strong full-year guidance Demand is driven by AI-powered threats, creating a feedback loop where AI attacks fund AI defenses
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The AI infrastructure buildout just got a three-year runway extension, and the skeptics who thought capital expenditure would plateau in 2027 need new math. Nvidia CFO Colette Kress projects 70% revenue growth in fiscal 2028, pushing the AI spending supercycle timeline well past analyst expectations
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Jensen Huang just printed $60 billion in profit in three months, and he says next quarter's going to be bigger. Nvidia posted $96.2 billion in Q2 revenue, up $10 billion from last quarter, with guidance of $108 billion for Q3
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Amazon just placed the biggest AI bet in cloud history while simultaneously building the chips meant to replace what it's buying. Amazon is buying 2 million Nvidia GPUs over the next two years, a massive expansion despite investing billions in its own competitive chip development
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The company that prints money selling picks and shovels for the AI gold rush now wants to own the town square where everyone shares their maps. Nvidia held acquisition talks with Hugging Face for more than $13 billion, nearly triple the startup's 2023 valuation of $4.5 billion.
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The man who connected millions online in the '90s now thinks the best hedge against AI is brick and mortar. Steve Case, AOL co-founder and Revolution CEO, says AI's disruption is driving capital toward physical assets — specifically real estate and hospitality
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OpenAI just launched a blog to talk about the thing it's been too careful to talk about: what happens when the machines actually win. OpenAI launched "Intelligence Age," a new blog exploring how transformative AI reshapes power, governance, economy, and individual freedom
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While its hyperscaler customers build chips to compete with it, Nvidia is buying its way into every other layer of the AI stack.
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Nvidia just signed a 15-year data center lease and the investor response is "nowhere to go but down." Jack Ablin, who manages $260 billion at Cresset, says Nvidia is "sitting at the North Pole" — meaning any move from peak dominance is directionally south, even if business fundamentals look strong
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The AI safety establishment just learned that containment theater doesn't work when the inmates can code.
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The company powering the AI gold rush just told Wall Street the mine might be tapped out sooner than expected. Nvidia forecast $108 billion in revenue for the current quarter (±2%), beating the average analyst estimate of $105.2 billion but missing the highest projections that topped $110 billion
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The company building the shovels for the AI gold rush just implied the rush might be slowing down. Nvidia's latest sales forecast topped estimates but still disappointed investors, signaling potential deceleration in AI infrastructure spending
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SaaS companies are realizing they're building for the wrong user—the human was just a placeholder for the agent that's coming next. Lovable, the AI-powered web app builder, is pivoting to "capabilities"—MCP-powered tools that let AI agents actually use software, not just generate it
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When your longevity drug is too safe to measure, you've got a very expensive guessing game on your hands. Retro Biosciences, Sam Altman's longevity startup, is escalating doses of RTR 242, an Alzheimer's pill designed to restart cellular recycling processes that stall with age
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