Explore MarketSpeaker's latest reporting, research, and expert analysis tagged with "ai", collected in one continuously updated archive.
BlackRock CEO Larry Fink said growing shortages in AI infrastructure could eventually create a futures market for computing power, similar to oil or energy trading.
Intel stock jumped 12% to a record high, driven by AI chip optimism and reports of a potential Apple partnership. The rally has also boosted the value of major institutional holdings.
South Korea’s KOSPI index surged 37% in just 34 days to a record high, driven by booming global demand for AI semiconductors. The rally added roughly $1 trillion in market value.
SanDisk shares reached a new record high, rising nearly 4,000% over the past year as demand for AI data center storage continues to outpace supply.
Anthropic is reportedly in talks to raise up to $50 billion at a valuation approaching $900 billion, reflecting surging demand for AI investments.
Elon Musk has begun testifying in his case against OpenAI, seeking to remove leadership and claim $134 billion in damages over alleged contract violations.
A wave of potential trillion-dollar IPOs from SpaceX, OpenAI, and Anthropic is fueling market excitement and raising concerns over investor positioning.
Microsoft will lose exclusive rights to OpenAI models, allowing broader distribution as the partnership evolves and revenue-sharing terms change.
China has blocked Meta’s $2 billion acquisition of AI startup Manus, citing regulatory concerns over the cross-border deal.
XChat launches on iPhone with encryption, AI integration, and messaging features, targeting Telegram users.
Microsoft is introducing its first voluntary buyout program, targeting up to 7% of its U.S. workforce as part of broader efficiency efforts.
TSMC shares reached a record high after Taiwan eased single-stock investment caps, boosting demand from institutional funds.
OpenAI released GPT-5.5 with improved efficiency and a focus on agentic coding, though higher pricing reflects its expanded capabilities.
Tesla has started Cybercab production in Texas without volume restrictions, signaling a major step in scaling its autonomous vehicle strategy.
Anthropic is trading at a $1 trillion valuation on secondary markets, surpassing OpenAI and highlighting shifting investor sentiment in AI.