Meta’s AI organization underwent tremendous change in 2025. After the disappointing debut of its flagship Llama 4 model, ...
Microsoft has long been a leading cloud company, but it stood out in the AI race because early on it took what is now a 27% ...
OpenAI's Alexander Embiricos, who leads product development for its coding platform, said the need to review AI's work with ...
As you can see, Alphabet's 64% return trounced the rest of the Magnificent Seven, beating 2025's second-best performer, ...
However, as we enter 2026, the next big AI supercycle may be emerging. The first phase was largely about generative AI. This includes chatbots like OpenAI's ChatGPT, Anthropic's Claude, and Alphabet ...
OpenAI has been hinting for a while that ChatGPT would eventually loosen its strict content rules for adult users. Now, the ...
Summary: Oracle (Nasdaq: ORCL) and OpenAI are creating something massive in the desert outside Abilene, Texas. Eric Bleeker of The AI Investor Podcast recently had the opportunity to get up close and ...
Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...
Worse yet, as Cross and Erlich note in their report, a toy called Miko — which is being sold at Walmart, Costco, and Target — ...
The battle to secure Yahoo Finance's annual Company of the Year award is down to two AI titans: Nvidia and OpenAI.
Since 2022, OpenAI has been the primary character in the most interesting tech and business story in years. ChatGPT was early ...
Despite the lack of clear definition—even OpenAI’s CEO, Sam Altman, has called AGI a “weakly defined term”—the idea that ...
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