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The Latest Breaking News on AI

Howard Marks Says Valuations Are 'High, But Not Crazy' — AI Boom Hasn't Reached 'Mania' Levels Yet

Leading hedge fund manager Howard Marks isn’t too concerned about market valuations, particularly among tech and AI stocks just yet. While he acknowledged the surge in enthusiasm surrounding these stocks, he pushed back on the idea that markets are in irrational territory.

Benzinga

Google Sends Clear Message To Investors Ahead Of Earnings: AI Isn't Killing Search — It's Making It Stronger, Says Gene Munster

As fears swirl about artificial intelligence upending Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google's dominance in search, Deepwater Asset Management's Gene Munster says the company is sending one message loud and clear — AI is boosting, not breaking, its core business.

Benzinga

'A Tale of Two Economies:' Steve Eisman Warns AI Spending Is Masking America's Weak Growth Reality — Rest Of Country 'Is Barely Growing'

Investor Steve Eisman, known for accurately calling the 2008 financial crisis, is sounding the alarm once again, this time on the growing disconnect between America’s booming tech sector and its stagnating broader economy.

Benzinga

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Navitas Semiconductor Stock Is Surging After The Bell: What's Going On?

Navitas Semiconductor Corp (NASDAQ:NVTS) shares are soaring in extended trading on Monday after the company provided a progress update on its development of advanced medium and high 800 VDC voltage GaN and SiC power devices.

Benzinga

OpenAI partners with Broadcom to design its own AI chips

OpenAI has announced a collaboration with chipmaker Broadcom to design its own AI computer chips

The Independent UK

OpenAI says GPT‑5 cuts political bias — but is 30% enough?

OpenAI’s internal research finds GPT-5 nearly unbiased, though experts question the scope, methods, and lack of external review.

Windows Central

Nobel Economist Warns Of AI Dangers

A winner of this year's Nobel prize in economics warned Monday that artificial intelligence offers "amazing possibilities" but should be regulated because of its job-destroying potential.

International Business Times

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Meta, Oracle Tap NVIDIA's Spectrum-X For AI Data Centers

NVIDIA Corporation (NASDAQ:NVDA) announced on Monday that Meta Platforms, Inc. (NASDAQ:META) and Oracle Corporation (NYSE:ORCL) will enhance their AI data center networks using NVIDIA's Spectrum-X Ethernet switches.

Benzinga

AI-Powered Data Centers Are Fueling A Historic Demand Spike: 15 Stocks To Watch

A wave of artificial intelligence infrastructure is sparking a massive U.S. power boom, with Goldman Sachs projecting electricity demand growth not seen since the 1990s — and it’s opening the door to new investment opportunities across the energy and tech supply chains.

Benzinga

Elon Musk’s xAI wants to make video games and movies — and I already hate it

Elon Musk’s xAI is developing “world model” technology to create both an AI-generated game and movie by the end of 2026. The idea raises serious concerns about creativity, ethics, and the future of human involvement in game development.

Windows Central

Sora 2 is everything that's wrong with AI — and now OpenAI needs another 10 gigawatts just to keep up

OpenAI’s Sora 2 is wildly popular, but not everyone loves its social, TikTok-like vibe. After testing both Sora 2 and Veo 3, I realized I prefer Veo’s quiet creativity over Sora’s noise. Here’s why.

Tom’s Guide

Vertiv, Nvidia Unite To Revolutionize AI Factory Power Systems

Vertiv Holdings (NYSE:VRT) shares are trading higher on Monday after it reached a new milestone in its partnership with Nvidia (NASDAQ:NVDA) to support the next generation of AI factories.

Benzinga

California Enacts First US Law Requiring AI Chatbot Safety Measures

California governor Gavin Newsom on Monday signed into law a first-of-its-kind law regulating artificial intelligence chatbots, defying a push from the White House to leave such technology unchecked.

International Business Times

Analyst Warns Of 2026 Downside For PayPal, Marqeta Stocks: Here's Why

Goldman Sachs analyst Will Nance downgraded PayPal Holdings, Inc. (NASDAQ:PYPL) and Marqeta, Inc. (NASDAQ:MQ), citing downside risks to their 2026 forecasts.

Benzinga

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Benzinga

Nvidia, Broadcom Highlighted As Sector Leaders Drive AI Growth Despite Buildout Risks: Analyst

BofA Securities analyst Vivek Arya highlighted key considerations for the U.S. semiconductor sector amid the artificial intelligence frenzy and potential concerns about a bubble.

Tom’s Hardware

Michigan township sued by AI data center builder and disgruntled residents over opposition to the site — mounting concerns about rising power bills and water usage fuel growing skepticism

Saline Township, MI, joins other cities in pushing back against AI data centers

Benzinga

3 'Promising' AI Stocks To Avoid

The secret to long-term success in investing isn’t brilliance; it’s discipline. Charlie Munger said it best: “It’s remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid instead of trying to be very intelligent.”

The Independent UK

California governor signs law to protect kids from the risks of AI chatbots

California Gov. Gavin Newsom has signed legislation aimed at protecting children from the potential dangers of AI chatbots

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Benzinga

Intel Faces CPU Market Share Losses And Limited AI Integration, Analyst Flags Challenges

Intel (NASDAQ:INTC) struggled to maintain its moat across its central processing unit (CPU) and artificial intelligence businesses. The chipmaker also grappled with market share losses to Advanced Micro Devices (NASDAQ:AMD) and Arm Holdings (NASDAQ:ARM) in both the PC and server markets, as well as limited integration with AI accelerators, despite…

Benzinga

Nvidia, AMD, Marvell, Taiwan Semiconductor Surge After Friday Dip On Trump's China Remarks, OpenAI-Broadcom AI Chip Deal

Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Marvell Technology (NASDAQ:MRVL), Taiwan Semiconductor Manufacturing Co (NYSE:TSM), and other semiconductor companies rebounded from their Friday selloff amid overall market strength following positive assurances from President Donald Trump over China trade relations.

Benzinga

Oklo Stock Surges To New All-Time Highs Monday: What's Driving The Action?

Shares of Oklo Inc (NYSE:OKLO) soared to a new all-time high Monday morning, continuing a powerful rally fueled by optimistic analyst coverage and increasing demand for clean energy. Here’s what investors need to know.

The Guardian - UK

Equity threatens mass direct action over use of actors’ images in AI content

Union says growing numbers of its members have made complaints about infringements of copyright in AI material

Tom’s Hardware

OpenAI and Broadcom to co-develop 10GW of custom AI chips in yet another blockbuster AI partnership — deployments start in 2026

OpenAI has signed a multi-year deal with Broadcom to co-develop and deploy 10 gigawatts of custom AI accelerators and rack systems.

The Guardian - UK

AI could make it harder to establish blame for medical failings, experts say

Report raises concerns about liability issues and lack of testing as development of AI health tools booms

Benzinga

Bloom Energy, USA Rare Earth, Broadcom, Tesla And Other Big Stocks Moving Higher On Monday

U.S. stocks were higher, with the Dow Jones index gaining around 500 points on Monday.

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