A $100 Billion Reason to Buy Nvidia Stock Now A potential $100 billion OpenAI funding wave could ignite a re-rating for Nvidia, strengthening the case to buy the AI chip leader now. Barchart · Feb 11
“I’m losing one of the most important people in my life” — the true emotional cost of retiring ChatGPT-4o The retirement of ChatGPT-4o has triggered an emotional backlash, revealing how deeply people can bond with AI systems. TechRadar · Feb 11
Ex–Google exec says degrees in law and medicine are a waste of time because they take so long to complete that AI will catch up by graduation “Higher education as we know it is on the verge of becoming obsolete,” the former Google AI leader told Fortune. Fortune · Feb 11
Google Gemini’s dominance is over — Anthropic’s new Claude is now the best AI for real work The launch of Claude Opus 4.6 underscores how Anthropic quietly pulled ahead of Google’s Gemini 3 Flash. I break down the benchmarks, real-world performance, pricing and why Claude is now the best chatbot for serious work. Tom’s Guide · Feb 11
ChatGPT now includes ads — and that subtle shift could reshape the emotional bond users have with the world’s favorite AI chatbot ChatGPT’s introduction of ads may subtly erode user trust and attention at the exact moment Gemini’s ad-light, deeply integrated approach is making it easier for people to drift toward Google’s AI instead. TechRadar · Feb 11
Google's AI boss Demis Hassabis has a 4-step plan to return the tech giant to its 'golden era' Also: All the news and watercooler chat from Fortune. Fortune · Feb 11
‘ChatGPT is done’: OpenAI is rolling out ads to free and paying users, and not everyone is happy ChatGPT’s Free and Go tiers are getting ads, prompting a backlash from some unhappy users. TechRadar · Feb 11
Short Sellers Are Making Bank on Oracle Stock. Should You Bet Against ORCL Too? Short sellers netted $24 billion betting against software stocks, including Oracle, as the sector shed $1 trillion in market value last week. Barchart · Feb 10
What Options Traders Expect from SHOP Stock When Shopify Reports Earnings on February 11 Options data suggests Shopify stock could rally to about $139 after earnings on Feb. 11. MoffettNathanson issues a bullish note on SHOP shares heading into the firm’s quarterly print. Barchart · Feb 10
This 1 Tech Stock Could Be the Biggest Winner from a ‘Revamped’ OpenAI Oracle could ride a revamped OpenAI wave, boosting cloud demand and AI data center growth. Barchart · Feb 10
OpenAI disputes watchdog allegation it violated California's new AI law with GPT-5.3-Codex release The company’s newest AI model triggered its own “high” risk classification—but critics say OpenAI didn’t follow through on the safety measures it promised. Fortune · Feb 10
UK signed deals with US firms that were clients of Mandelson lobbying company Clients of Global Counsel, co-founded by Mandelson, included OpenAI and Palantir, which have both signed deals with government The Guardian - UK · Feb 10
AI agents aren't eating SaaS—they're using it Everyone wants to own the AI agent platform for enterprises. Not everyone can. Fortune · Feb 10
Ahead of Q4 Earnings, CoreWeave Is Up 142% Over the Past Year After pivoting from its crypto-mining roots, CoreWeave is quickly approaching profitability while rewarding the high-growth AI cloud provider’s investors. MarketBeat · Feb 10
Axios · Feb 10 AI infighting erupts as Sam Altman and Elon Musk squabble online Top executives are clashing over ads, chips, and the future of the technology.
Euronews · Feb 10 ChatGPT will now show you adverts. Here's everything you need to know The company says ads will be clearly labelled, won’t influence ChatGPT’s answers, and that conversations will remain private from advertisers.
Fortune · Feb 10 Panicked about losing GPT-4o, some ChatGPT users are building DIY versions. A psychologist explains why ‘feel-good hormones’ make it hard to let go A frenzy of devoted GPT-4o fans are begging OpenAI not to pull the plug.
Euronews · Feb 10 Safer Internet Day: How parents can protect children without banning social media Here are some ways parents can keep their children safe online without having to restrict social media entirely.
Barchart · Feb 9 Oracle Heads Toward Key Resistance Levels After Analyst Upgrade. Should You Buy ORCL Stock Here? Oracle stock rallied as D.A. Davison upgraded it to a “Buy.” Here’s why Gil Luria recommends buying ORCL shares at current levels.
Fortune · Feb 9 'Don't look at the résumé': Elon Musk admits he's 'fallen prey' to flashy credentials but says conversation matters most when hiring The Tesla and SpaceX CEO said he prioritizes hiring candidates who have a “wow” factor.
Fortune · Feb 9 Scott Galloway on why that Anthropic Super Bowl ad got under Sam Altman’s skin and exposed ‘therapy’ as the AI use case The marketing guru and host of Prof G Markets said the ad was a “seminal moment” in the AI wars and will lead to Anthropic being more valuable than OpenAI.
Barchart · Feb 9 Why Even Mega-Bull Dan Ives Lowered His Price Target on Amazon Stock After the CapEx Shock Amazon’s $200 billion capex plan rattled Wall Street so much that even bull Dan Ives trimmed his target, despite AWS and ads still firing at full cylinders.
Axios · Feb 9 Say goodbye to free ChatGPT with no ads OpenAI says it is starting to test ads for its Free and Go subscription tiers.
Barchart · Feb 9 Stop Worrying About the Software Armageddon and Buy These 5 Stocks Now Wedbush analysts think the selloff for software stocks is overdone.
Fortune · Feb 9 OpenAI vs. Anthropic Super Bowl ad clash signals we’ve entered AI’s trash talk era—and the race to own AI agents is only getting hotter From Super Bowl ads to social media sniping, the rivalry has spilled beyond benchmarks into a fight over brand, trust, and AI agent market share.