The bearish Tesla set-up we flagged ahead of Wednesday’s report has delivered most of what it can. Two ways forward: bank the entire gain, or press the same playbook against another priced-for-perfection name reporting in two weeks. Heading into Tesla‘s second-quarter report, I argued the risks were skewed to the downside. Greeting a delivery beat…
Demonstrators march during a protest against artificial intelligence (AI) in San Francisco, California, US, on Saturday, July 11, 2026. Jason Henry | Bloomberg | Getty Images The emerging coalition of religious leaders, labor unions and local activists that worries about artificial intelligence and the broader economic upheaval it portends poses a political problem for anyone…
Jeff Dean, head of artificial intelligence at Google LLC, speaks during a Google AI event in San Francisco, California, U.S., on Tuesday, Jan. 28, 2020. David Paul Morris | Bloomberg | Getty Images Earlier this year, Google AI lead Jeff Dean, on a podcast, discussed a concept that, at the time, was hardly spoken about…
The White House is visited by tourists on July 17, 2025 in Washington, DC. Michael M. Santiago | Getty Images Nvidia, Microsoft, Meta, Palantir and more than 20 other companies released a letter on Friday urging policymakers to avoid “premature restrictions” on open-weight artificial intelligence models that would “stifle competition or drive innovation overseas.” Open-weight…
Microsoft CEO Satya Nadella told employees Wednesday that Anthropic’s limits on requests that users submit to the startup’s high-end Fable artificial intelligence model don’t make sense. The comments come as executives express interest in cost-efficient models that don’t come from the most well funded labs can handle software development and other tasks inside companies. On…
Palantir CEO Alex Karp on Wednesday criticized the token model used by U.S. artificial intelligence labs Anthropic and OpenAI as costs skyrocket. “I’m not throwing shade at them, but something has gone completely wrong,” he told CNBC’s “Squawk Box.” “The basic view among enterprises in this country is I’m going to chillax and waste my…
Amazon Web Services CEO Matt Garman speaks at the AWS re:Invent conference in Las Vegas on Dec. 3, 2025. Noah Berger | AWS | Reuters Amazon Web Services on Tuesday announced it is investing $1 billion in a new Forward Deployed Engineering unit that will help its customers build and roll out artificial intelligence systems. …
President Donald Trump bought as much as $5 million in shares of Axon Enterprise — maker of Tasers, body cameras and policing software — two weeks before Immigration and Customs Enforcement sought a five-year, $220 million contract that experts told CNBC appeared tailored to the company’s weapons. On Feb. 10, Trump purchased between $1 million…
I sure didn’t want what happened to occur, at least not during my vacation, of all things. But it did, and we have to deal with the fallout head-on because it came as such a surprise to many. Imagine for a moment there were five geese — Amazon , Alphabet , Microsoft , Meta Platforms ,…
AI companies have poured more than $20 million into a New York Democratic primary race that could shape what artificial intelligence policies the federal government ultimately adopts. The race in a Manhattan congressional district pits state Assemblyman and AI safety advocate Alex Bores against fellow Assemblyman Micah Lasher and John F. Kennedy grandson Jack Schlossberg….
