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Major companies block Meta Muse and similar AI agents; retail experts debate whether friction-reduction tech ultimately prevails despite corporate pushback.
Meta's AI-driven ad targeting outpaced Google Search revenue growth in latest quarter, widening gap since 2021.
Santander, Novartis report early AI cost savings and revenue impact in earnings; investor focus on ROI vs. hype.
OpenAI reduces Series B fundraising target to $20B amid ongoing negotiations; deal not yet closed.
SpaceX fails to dismiss NAACP lawsuit over air pollution from Memphis-area data center and power plant project.
Startups Dazzle, Duckbill, and Wajo use human workers to handle real-world tasks when their AI agents fail, revealing gap between marketed autonomy and current capabilities.
Musk and Zuckerberg adopt Trump's 'super intelligence' terminology on earnings calls; industry rebranding effort with limited technical substance.
Anthropic's IPO prospectus raises open questions about valuation, unit economics, and path to profitability for frontier AI labs.
Hyperscalers' massive AI capex spending constrains free cash flow and pressures legacy business growth, signaling sustainability concerns.
Foxconn targets 50% global AI server market share within 2 years amid strong demand and U.S. expansion plans.
Microsoft plans $25B debt raise to fund AI buildout while maintaining positive free cash flow, unlike major competitors.
Jim Cramer bullish on Microsoft's AI execution vs. Alphabet after earnings; market commentary without novel analysis.
Alphabet's earnings miss reveals AI erosion of core search revenue, marking first material evidence of competitive displacement.
ServiceNow stock crashes 27% on weak Q3 results amid renewed AI disruption concerns for enterprise software incumbents.
Nvidia disputes NYT report that CEO Jensen Huang was target of Chinese intelligence asset investigation; security/governance matter.
Microsoft and Alphabet both miss capex guidance, signaling potential slowdown in AI infrastructure spending and cost pressures.