OpenAI's implosion affects Microsoft and Google's competitive positions in a number of key markets. Read more to see our analysis on MSFT and GOOG...
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Continue ReadingNvidia is scheduled to report earnings after the close of trading Tuesday, Microsoft stock closes at a record high, and Agilent's earnings and revenue top analysts' estimates...
Continue ReadingThe future of OpenAI remained uncertain on Tuesday after extraordinary efforts by employees and investors to oust the board had so far failed to persuade its directors to resign and reinstate co-founder Sam Altman. People with direct knowledge of the matter said that by the end of Monday, 747 out of 770 OpenAI employees had signed a letter threatening to quit and join Microsoft if the board refused to resign and reverse their decision on Friday to sack Altman. Venture capitalists backing the generative artificial intelligence start-up were also exploring legal measures to force the board to reverse course, according to multiple people with knowledge of their thinking...
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Continue ReadingThe AI trade is just beginning, with enterprise AI adoption, accelerated computing, and cutting-edge hardware set to take center stage in 2024...
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Continue ReadingNetApp's market share has been slowly being eaten away by major cloud providers, i.e. MSFT and AMZN. Learn why we're downgrading NTAP to hold ahead of earnings...
Continue ReadingWherever Sam Altman ends up, the tech giant hopes to protect its interests...
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