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2025 › November › 06
AI
8 months ago
While Big Tech deals draw eyeballs, opportunities lie in those flying under the radar but supporting the AI supply chain.
China's key weapons in its AI battle with the U.S. — massive Huawei chip clusters and cheap energy ○
China's strategy for competing with the U.S. on AI revolves around huge clusters of Huawei chips and cheap energy.
This stock is both a crypto and AI play. Morgan Stanley sees big gains ahead ⊕⊕
Galaxy Digital stock is likely to gain on digital asset and AI tailwinds, Morgan Stanley says.
Microsoft forms superintelligence team under AI chief Suleyman 'to serve humanity' ⊕
The MAI Superintelligence Team will pursue research for improving artificial intelligence companions, diagnosing diseases and generating renewable energy.
Trump AI czar Sacks says 'no federal bailout for AI' after OpenAI CFO's comments ⊖
Sacks' comments came after OpenAI CFO Sarah Friar mentioned a federal "backstop" during a conference.
We're buying the recent slide in a hot stock tied to powering AI data centers ○
We have been intentionally slow to build up this position after the stock got away from us this summer.
Datadog's stock soars 20% on revenue beat, strong forecast ⊕⊕
Datadog has rolled out multiple artificial intelligence technologies as the AI boom boosts demand for cloud security.
Unesco adopts global standards on ‘wild west’ field of neurotechnology ○
UN body’s recommendations driven by AI advances and proliferation of consumer-oriented neurotech devices
It is the latest move in a growing international effort to put guardrails around a burgeoning f…
AI startup Metropolis, biggest parking lot network in U.S., raises $1.6 billion for major retail expansion ○
Metropolis, which uses AI, computer vision for payments, raised $1.6 billion in equity and debt for a big retail push at gas stations, drive-thrus, and hotels.
Family offices make fewer deals but still flock to AI startup mega-rounds ○
Investment firms of the ultra-rich seek bigger returns and to tap into the AI boom.