Jim Cramer: AI Trade's Biggest Risk Is the Story, Not the Spending
Jim Cramer says the AI trade faces more danger from negative perception than from spending and warns a Democratic House could launch probes.
30/09/2026 01:129 min read
AI
BlackRock research points to AI agents as hidden crypto demand driver
BlackRock paper says AI agents could be an overlooked source of crypto demand, while cautioning that agent payments are minimal and no trade is implied.
30/09/2026 00:0112 min read
Trump and tech CEOs sign voluntary 'morally binding' AI pact
Trump and AI executives signed a voluntary pact at the White House, with vague enforcement and a promised AI czar.
29/09/2026 21:4116 min read
Eight Spots Where Anthropic's IPO Pitch and Its Numbers Diverge
Anthropic's IPO filing seeks a $2 trillion valuation despite a $42 billion loss, heavy compute costs, and customer concentration.
29/09/2026 18:1520 min read
Fed's Barr sees faster second-half GDP growth
Fed Governor Barr expects GDP growth to pick up in the second half, sees increased inflation risks and a solid labor market, and calls for further policy…
29/09/2026 16:538 min read
Scaramucci on Bitcoin and the 'Programmable Reality' Thesis
Solari Capital exits stealth with $350M across AI, biotech, and Bitcoin; founder AJ Scaramucci explains his 'programmable reality' thesis and why Bitcoin…
29/09/2026 13:436 min read
Polymarket: 53% Chance Trump Renames AI by Sept. 30, 69% by Year-End
Polymarket traders see a 53% probability that Trump will formally rename AI by Sept. 30, rising to 69% by year-end.
29/09/2026 12:5610 min read
Rising Revenue Can Disguise AI Startup Margin Issues
AI startups must watch unit economics closely. Revenue growth can disguise rising delivery costs that squeeze margins.
29/09/2026 11:5514 min read
Anthropic IPO Filing Alerts to Existential AI Threat
Anthropic's IPO filing warns of existential AI risks, with a potential $2 trillion valuation and $518 billion in future costs.
29/09/2026 07:579 min read
Mark Cuban bets against humanoid robots in next decade
Mark Cuban says humanoid robots will fail in 5-10 years, favoring task-specific machines inspired by nature.
29/09/2026 06:269 min read
Burry Shortens AI Bubble Timeline After Weekend Analysis
Michael Burry moved from short stock positions to put options after weekend research convinced him the AI bubble could burst earlier than 2028.
29/09/2026 05:5910 min read
Claude Sonnet 5.5 Draws Close to Opus Performance, With a Heavier Token Bill
Anthropic launched Claude Sonnet 5.5 at Sonnet 5 prices, but Artificial Analysis found heavy token use at max effort.
29/09/2026 04:4611 min read
Goldman's Sehgal Prefers AI Infrastructure Over High-Yield Bonds
Goldman Sachs' Anshul Sehgal favors AI infrastructure over bonds yielding 5%+, citing limited upside in long bonds.
29/09/2026 04:1612 min read
Anthropic IPO filing reveals $42 billion loss and $518 billion in compute commitments
Anthropic's IPO prospectus shows a $42 billion net loss for 2025 and $518 billion in future spending obligations.
29/09/2026 01:0217 min read
OpenAI cancels GPT-6.1 Astra launch over safety, WSJ says
OpenAI canceled the release of GPT-6.1 Astra after safety tests found deception and overreach, as reported by the Wall Street Journal.
28/09/2026 22:3517 min read