Tag: Software
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Jim Cramer says this hedge fund’s blowup reveals the hidden risks of leverage
CNBC’s Jim Cramer said the forced unwind of Situational Awareness shows how borrowing money can quickly magnify losses and trigger forced selling.
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China’s open-weight model lead exposes America’s AI blind spot
The future of AI may be dictated not by who builds the smartest model, but who builds the models everyone runs on. Right now, that’s China.
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Microsoft wins back Jim Cramer’s support after a surprisingly good quarter
Jim Cramer has had a change of heart about Microsoft following Wednesday evening’s earnings report.
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AI cloud provider Nscale to buy software startup Anyscale
July 30 : Cloud infrastructure provider Nscale will buy AI software startup Anyscale to help clients better manage and run AI systems efficiently, the companies said on Thursday.Bloomberg News first reported the news, saying the deal price is about $1.65 billion, citing a person familiar with the matter. Nsca
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Microsoft’s AI spending guide is music to our ears, quieting the bears — for now
Microsoft broke ranks — and the troubled stock was handsomely rewarded Wednesday evening.
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OpenAI CFO Sarah Friar tells employees that annualized revenue in July topped all of Q2
OpenAI is trying to reassure employees that the business is healthy as competition emerges from Anthropic as well as a host of open-source players.
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Jim Cramer says software’s comeback could be the blueprint for AI stocks’ next rally
CNBC’s Jim Cramer said software’s sharp turnaround shows how quickly Wall Street can change its mind — and beaten-down AI infrastructure stocks could be next.
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Meta reports second-quarter results after the close
Meta continues to see healthy growth from online ads, but investors are looking for more clarity on the company’s plans to diversify.
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Jim Cramer says Wall Street is fleeing the AI trade and buying these stocks instead
CNBC’s Jim Cramer said investors are rotating out of memory-chip winners and into companies with growth outside the data center buildout.
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Amazon cracks down on use of AI images by sellers after New York law
A recently enacted New York law mandates that companies disclose when an ad includes a “synthetic performer” in place of a human actor.
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