ETFs to Buy as NVIDIA Beats on Q2 Earnings, Views 70% Top-Line Growth in FY28
NVIDIA beats Q2 estimates and sees 70% fiscal 2028 revenue growth, while NVDA-heavy ETFs offer exposure with less company-specific risk.
Zacks
OpenAI’s Greg Brockman Says Hugging Face Incident Was A Window Into Automated Attacks — Warns ‘Threat Actors’ Will Have These Capabilities Soon
During an interview with CNBC, Brockman cautioned that OpenAI is learning that human-written code is full of security vulnerabilities, warning of a “tech debt” that is building over time.
Porter Stansberry Brings Jeff Bezos’ 2004 Transportation Machine Analogy Into CRWV Debate — Michael Burry Weighs In
Stansberry argued that CoreWeave’s rapid revenue growth and heavy spending on data-center infrastructure resemble the hypothetical business Bezos described, more than they resemble Amazon’s early expansion.
IBM Makes Massive OpenAI Push, Plans Thousands-Strong AI Practice Weeks After CEO Admitted It ‘Did Not Move Quickly Enough’
IBM Consulting will integrate OpenAI’s frontier models and products into its AI platform while launching a dedicated OpenAI Practice with thousands of consultants and engineers.
Mark Zuckerberg Warns Against AI Power Concentration As META Launches Muse Glimmer — ‘No Such Thing As A Singular Benevolent Superintelligence’
Zuckerberg argued that putting powerful AI tools in the hands of individuals will not only drive innovation and economic growth but could also serve as a safeguard against the risks posed by concentrated AI power.
Apollo's Torsten Slok Says AI Capex Is Growing Nearly Twice As Fast As The Housing Boom — Warns It Can 'Unwind At A Similar Pace'
In a note on Thursday, Slok said consensus forecasts imply hyperscaler capital expenditures will reach about 3% of U.S. Gross Domestic Product annually between 2027 and 2029, up from 0.3% in 2019 and 1.4% in 2025.
CRWV’s Deep NVDA Integration Makes It A Go-To Choice, Says Morningstar — Analysts Say META's Planned Cloud Move Reinforces AI Compute Boom
Morningstar argued that Meta's reported plans to sell excess AI computing capacity reinforce the persistent supply-demand imbalance of AI infrastructure rather than signal a weakening market.