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ReutersReuters
TSMC expected to report sixth straight quarter of record profit thanks to AI boom

TSMC expected to report sixth straight quarter of record profit thanks to AI boom

By Wen-Yee Lee and Ben Blanchard TAIPEI, Oct 12 (Reuters) - TSMC, the world's largest manufacturer of advanced AI chips, will likely report a sixth consecutive quarter of record earnings, driven by booming infrastructure spending in the tech sector.
TheStreetTheStreet
OpenAI’s $20 billion revenue gap rattles the AI trade

OpenAI’s $20 billion revenue gap rattles the AI trade

A discrepancy in OpenAI’s numbers exposes a fragile AI assumption.
TheStreetTheStreet
‘Big Short’ investors split over the AI risk that matters most

‘Big Short’ investors split over the AI risk that matters most

Steve Eisman says Michael Burry may be looking at the wrong weakness in the artificial-intelligence boom.
TheStreetTheStreet
OpenAI CEO Sam Altman has a biblical-level warning about AI

OpenAI CEO Sam Altman has a biblical-level warning about AI

The OpenAI chief says attributing "religious force" to AI models is a real safety issue.
TrendlineTrendline
Oracle's Cloud and AI Platforms Drive Revenue Growth Amidst Shifting Business Models

Oracle's Cloud and AI Platforms Drive Revenue Growth Amidst Shifting Business Models

Oracle's Cloud and AI Platforms Drive Revenue Growth Amidst Shifting Business Models
TheStreetTheStreet
Elon Musk just handed Intel a new problem Wall Street can't ignore

Elon Musk just handed Intel a new problem Wall Street can't ignore

The chipmaker's latest opportunity may come with a complication no one saw coming.
ReutersReuters
Wall St climbs as oil slips; SpaceX spectrum deal weighs on telecoms

Wall St climbs as oil slips; SpaceX spectrum deal weighs on telecoms

By Tharuniyaa Lakshmi and Shashwat Chauhan Oct 9 (Reuters) - US stock indexes edged higher on Friday as oil prices retreated on easing Middle East supply concerns, though telecom shares remained under pressure after SpaceX's spectrum acquisition raised competitive concerns across the sector. 
ReutersReuters
Exclusive-Sequoia-backed chip startup Nuvacore raising funds at about a $2.5 billion valuation, sources say

Exclusive-Sequoia-backed chip startup Nuvacore raising funds at about a $2.5 billion valuation, sources say

By Max A.
TheStreetTheStreet
AMD CEO Su shares important supply news with stock market investors

AMD CEO Su shares important supply news with stock market investors

Lisa Su latest comments could change how investors view AMD's position in the AI race.
AP NewsAP News
In Silicon Valley, AI founders cheer Trump’s calls for the industry to police itself on safety

In Silicon Valley, AI founders cheer Trump’s calls for the industry to police itself on safety

At Tech Week in San Francisco, venture capitalists and AI founders have been ebullient about the White House's hands-off approach to AI regulation
ReutersReuters
Lawmaker calls for US research funding curbs on more Chinese schools

Lawmaker calls for US research funding curbs on more Chinese schools

By Stephen Nellis SAN FRANCISCO, Oct 9 (Reuters) - A Republican lawmaker has called on the Defense Department to put US research funding restrictions on dozens more Chinese universities, including one with ties to top American business leaders.
TheStreetTheStreet
Jim Cramer sends a reality check to AI stock investors after tumble

Jim Cramer sends a reality check to AI stock investors after tumble

Cramer says one portfolio mistake could magnify the pain.