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Artificial general intelligence is still years away and far from the breakthroughs some tech leaders predict, former Tesla Inc. (NASDAQ:TSLA) senior director of AI and OpenAI founding member Andrej Karpathy said. "We're at this intermediate stage," he told host Dwarkesh Patel on the "Dwarkesh Podcast" in October. "The models are amazing. They still need a lot of work." Hype Meets Reality Karpathy said the rapid growth of large language models has created unrealistic expectations. "Overall, the m...
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Oracle sees widening CDS amid rising CapEx and negative free cash flow, with industry peers facing similar pressures. Check out how this may affect equity markets...
Continue ReadingASML's strong AI and chip growth is overshadowed by high valuation and China risks. Read why analysts now rate it HOLD and what to watch next...
Continue ReadingAs government and industry, from tech giants to utilities, commit to big nuclear power plants, there is still no clear solution for radioactive waste storage...
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Microsoft leads in software, cloud, AI, and business solutions with strong growth, margins, and upside potential. Learn why MSFT stock is a strong buy...
Continue ReadingCoreWeave is scaling fast with major Nvidia and Meta deals, a $30B+ backlog, and strong AI data center growth. Learn why CRWV stock is a strong buy...
Continue ReadingExplore the growth potential and risks of neocloud providers CoreWeave and Nebius in AI workloads. Compare with major cloud giants...
Continue ReadingAvePoint (AVPT) just delivered a notable update for investors, announcing strong quarterly earnings with significant increases in revenue and profit compared to the previous year. The company also raised its full-year guidance, signaling renewed momentum. See our latest analysis for AvePoint. Despite posting standout earnings and forming a strategic partnership with a key Microsoft channel group, AvePoint’s share price has pulled back recently, dropping over 20% in the past month and sitting.....
Continue ReadingA rough week for tech stocks might signal a loss of investor confidence in artificial intelligence...
Continue ReadingBMO Private Wealth chief market strategist, Carol Schleif, joins Morning Brief with Yahoo Finance Senior Reporter Allie Canal to discuss whether markets (^DJI, ^GSPC, ^IXIC) are seeing an artificial intelligence (AI) bubble and to share her thoughts on Big Tech companies funding their AI projects with debt. To watch more expert insights and analysis on the latest market action, check out more Morning Brief...
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