$RCAIRCAI raises $150M at $1B valuation to lead US open-weight models against Chinamark mcquade·The Information·6 days agoshow more ▾
$ORCL···Meeks flags Oracle as only hyperscaler burning free cash flowpaul meeks·The Information·8 days agoshow more ▾
$TUTOR-INTELLIGENCETutor Intelligence deploys general-purpose robots at $14-18/hour targeting labor substitutionjosh gernstein·The Information·8 days agoshow more ▾
$AAPL···Apple plans 2029 server re-entry with M8 Ultra chips for AI inferencingaaron tilly·The Information·9 days agoshow more ▾
$AAPL···Creative Strategies CEO sees Apple doubling foldable market but remaining niche at 15-20M units annuallyben behar·The Information·14 days agoshow more ▾
$AAPL···Bajarin: Foldable iPhone will double niche market but stay supply-constrainedben bajarin·The Information·15 days agoshow more ▾
$META···Jaya Gupta believes Meta's Muse agent will be a big win and justify capexjaya gupta·The Information·15 days agoshow more ▾
$META···Foundation Capital partner says Meta's Muse AI agent will be company's big winner in consumer AIjaya gupta·The Information·16 days agoshow more ▾
$STRIPEStripe acquires Open Router as defensive move against AI labs building in-house paymentsstephanie palazolo·The Information·16 days agoshow more ▾
$ANTHROPICAnthropic's Mythos model drives AI cybersecurity spending surgeaaron holmes·The Information·17 days agoshow more ▾
$GENERALIST-AIAxiom Partners invested pre-consensus in robotics foundation model startup now valued at $3Bsandia benettoellum·The Information·22 days agoshow more ▾
$WAFERWafer CEO demonstrates AMD chips match Nvidia performance at half cost via AI-driven kernel optimizationamelio andere·The Information·23 days agoshow more ▾
$MDTKF···MediaTek emerges as key ARM CPU and interconnect partner for Nvidia across PC, auto, and data centermustafa neimucha·The Information·24 days agoshow more ▾
$XRO···Xero CEO cites rule of 48, 31% growth and $800M FCF as evidence SaaS renaissance underwaysukinder singh cassidy·The Information·24 days agoshow more ▾
$NVDA···Nvidia targets on-device AI with DGX Spark to compete with Apple Mac miniaaron tilley·The Information·25 days agoshow more ▾
$XROLF···Xero CEO Cassidy: SaaS apocalypse overblown as company hits Rule of 40 with AI offensivesukinder singh cassidy·The Information·25 days agoshow more ▾
$NVDA···Nvidia guides 70% revenue growth, layering demand through AI factories and startup investmentsray wong·The Information·28 days agoshow more ▾
$META···Meta's $18B settlement manageable but remedies signal ongoing regulatory riskjason dean·The Information·29 days agoshow more ▾