Artificial Intelligence

The AI trade is no longer a single trade. After two years in which the largest beneficiaries of the generative AI capital cycle moved together with unusual coherence, the past several sessions have produced a sharp internal divergence. Meta Platforms (NASDAQ:META), Nvidia (NASDAQ:NVDA) and …

Intel Corporation (NASDAQ:INTC) has emerged as the standout mover among large-capitalisation US equities over the past week, with the stock advancing roughly 20% across five trading sessions and reclaiming levels not seen in more than a year. The move has been driven by a …

Microsoft Corporation (NASDAQ: MSFT) closed lower on Friday despite reporting another quarter of double-digit revenue and earnings growth, illustrating how rapidly the bar for the world's most valuable software franchise has been raised. With trailing twelve-month capital expenditure now running well above $90bn and …

The trial that opened this week in New Mexico is the first full-merits proceeding by a US state attorney general to allege specific child-safety failures across Meta Platforms' core social products and to seek structural injunctive relief that would alter how those products are …

The trial that opened this week in a California courtroom is, on the surface, a contractual and structural dispute between Elon Musk and OpenAI, the artificial intelligence company he co-founded and later left. In substance, it is the most consequential corporate-governance case the AI …

A growing coalition of artificial intelligence start-ups is publicly challenging Apple over App Store rules that they say make it commercially unworkable to ship 'vibe coding' tools — the new generation of consumer-grade applications that let non-developers describe what they want in natural language …

Everyone Wants More AI. So Why Is There Not Enough?