News
An AI star is born (DIS: NYSE)
1+ hour, 4+ min ago (61+ words) Seeking Alpha Wirestock/i Stock via Getty Images Movie audiences may need to suspend more than belief with the upcoming release of a full-length film that stars AI-generated "actress" Tilly Norwood. Misaligned, developed by Particle6 and Norwood's creator, is billed as…...
US Treasury draft warns of economic mayhem if AI mimics dotcom bubble: report
1+ hour, 9+ min ago (21+ words) Treasury warns an AI bubble could echo the dotcom bust, risking chips, cloud, utilities and markets'yet firms may be stronger....
Jim Bianco On The 'AI Economy,' Inflation And What's Next
1+ hour, 38+ min ago (122+ words) Seeking Alpha - The conversation explores the powerful forces driving today's AI investment boom, from the surge in technology spending and data center demand to the broader impacts on productivity, inflation, interest rates, and financial markets. - The president and macro strategist…...
AI frontier models heighten security risks; Scotiabank upgrades multiple cyber stocks
2+ hour, 49+ min ago (92+ words) Seeking Alpha In the wake of new AI frontier models' abilities to discover vulnerabilities and autonomously execute multi-stage attacks on systems, chief information security officers are increasing their cybersecurity budgets, prompting Scotiabank to upgrade several exposed stocks. Scotiabank upgraded Okta…...
AI memory, chip stocks rise after sell-off; Trump praises Dell
3+ hour, 9+ min ago (15+ words) AI memory, chip stocks rise after last week's sell-off; Trump praises Dell Seeking Alpha...
South Korea's Lee presses officials to fast-track mega-chip projects (EWY: NYSEARCA)
11+ hour, 1+ min ago (21+ words) South Korean President Lee Jae Myung urged officials to accelerate the rollout of major semiconductor and AI projects unveiled last week,...
Nvidia next-gen 'Kyber' AI rack delayed to 2028 on manufacturing snags: report (NVDA: NASDAQ)
12+ hour, 35+ min ago (87+ words) Seeking Alpha NVIDIA's (NVDA) next marquee product " the Kyber rack-scale architecture designed to house its 2027 Rubin Ultra chips " has been delayed by more than 12 months to 2028, CNBC reported, citing research firm Semi Analysis. Kyber is a server cabinet How will…...
Intel Vs. Navitas: Why I Prefer The Turnaround Over The Growth Story
1+ day, 8+ hour ago (14+ words) Seeking Alpha...
Mag 7 Stocks: Risk Or Opportunity In The Making?
1+ day, 6+ hour ago (97+ words) Seeking Alpha - The S&P 500 still added about 2% to close near 7, 483, capping its best quarter in six years. - The 14-day RSI reads about 55, comfortably off the overbought levels it hit in April when the recovery was at full throttle. - Since…...
Michael Burry says 'the end is nigh' for AI trade, channels The Joker
1+ day, 8+ hour ago (46+ words) Seeking Alpha Phillip Horiba-Maguire/i Stock Editorial via Getty Images Investor Michael Burry escalated his criticism of the artificial intelligence trade over the weekend, culminating in a Joker quote from Tim Burton's "Batman."...