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2026 › February › 03
AI
5 months ago
Shares of stocks with significant private credit market exposure were diving on fears about exposure to the industries being disrupted by artificial intelligence, including software.
Nvidia, OpenAI appear stalled on their mega deal. But the AI giants still need each other ⊖
Five months after OpenAI and Nvidia announced a $100 billion deal, no contract has been signed and no money has changed hands.
AMD beats on revenue, earnings as overall sales rise 34% driven by AI ⊕
Advanced Micro Devices reported fourth-quarter earnings on Tuesday that topped expectations and provided a stronger-than-expected forecast.
Match beats estimates, but issues weak guidance due to AI investments ⊖
Match is in the middle of a three-year business overhaul that includes bringing Hinge to $1 billion in annual revenue next year.
Elon Musk is taking SpaceX’s minority shareholders for a ride | Nils Pratley ⊕
found
a story from The Guardian ⚠️ › International
Merger with loss-making xAI looks to some investors more like a bailout than a rocket trip to the future
Elon Musk merges SpaceX with xAI at $1.25tn valuation
To Elon Musk’s fan club, there is nothing…
New home, new outlook? What’s next for the Sundance film festival? ⊕⊕
found
a story from The Guardian ⚠️ › International
The final Utah edition of the hub for American independent film saw slow sales and a mixed bag of movies but a future in Colorado could bring a refresh
Sundance is over. Well, not quite. The Sundance …
We're buying more of this name unfairly pulled into the software stock sell-off ⊖
Companies with a low risk of AI displacement are being lumped together with firms that may face genuine disruption.
Elon Musk’s mega-merger makes little business sense ○
The AI economy’s dealmaking keeps getting wilder
Anthropic’s launch of AI legal tool hits shares in European data services firms ⊕
Stocks in Pearson, London Stock Exchange Group and Experian plunge amid fears over impact of AI
European publishing and legal software companies have suffered sharp declines in their share prices afte…
Disastrous start for US TikTok as users cry censorship ⊖⊖
New US-owned app struggled with a storm and was accused of blocking content critical of Trump – can it recover?
Hello, and welcome to TechScape. I’m Blake Montgomery, writing to you from Doha, where I…