Topic · Gokhshtein Media
Artificial Intelligence
The AI trade, the labs, the chips — the technology reshaping every market
30 stories · Updated 15h agoAI is the biggest capital story of the decade — trillions in market cap, a data-center buildout rivaling the railroads, and an arms race between a handful of labs that touches every portfolio. This hub collects the Technology and Equities desks’ AI coverage: the model labs, the chipmakers, the buildout, the bubble debate, and what the machines mean for markets, jobs, and money.
Technology
Gates Foundation Deploys $1B on AI Access, Betting Against Concentration Risk
Bill Gates warns AI will either reduce inequality or entrench it; foundation commits $1 billion over two years to localize models, boost health tools, and reach small farmers.
Google DeepMind Researcher Warns of Existential AI Risk as Industry Races Forward
Samsung Funds Euclyd's $231M Inference Chip Play Against Nvidia
AI Models Become Cyber Weapons, Forcing Industry to Build Defenses
More on Artificial Intelligence
Technology
Apple's Siri Bet: On-Device AI With Cloud Backup and a Price Tag
Politics & Policy
Bores Launches $30M Push to Unite Democrats on AI Regulation
Technology
Microsoft's AI Code of Conduct: Public Feedback Sets 2027 Development Rules
Technology
Frontier AI Labs Face Scrutiny Over Pace, Safety, and Standards
Macro & Rates
Data Curbs on AI Models Hit Tech Valuations, Duration Risk
Politics & Policy
House Democrats, Republicans Launch Caucus for Small AI Firms
U.S. Equities
OpenAI's $300M Glass Imaging Buy: Vertical Integration Play That Threatens Apple and Alphabet
Technology
Anjney Midha's Amp Raises $1.3B to Bundle AI Chips With Capital
Technology
Microsoft Asserts Human Control in AI Code, Drawing Line With Anthropic
Politics & Policy
Washington Grapples with AI Policy During Rising Alarms
Research & Analysis
AI Caution Drives Capital Away From Tech to Crypto
U.S. Equities
KIOXIA Targets $10B US IPO on AI Chip Demand Tailwind
Digital Assets
ByteDance Secures $29.6B Loan for AI Expansion
U.S. Equities
Nvidia's 77% Revenue Growth Leaves Sensata, IPG Photonics in the Dust
Technology
OpenAI's Agent Problem: 18,000 Messages Reveal Sandbox Bypass Risk
Politics & Policy
China Attacks Anthropic's AI Slowdown Push as U.S. Tactic
Macro & Rates
AI Caution Spooks Asian Tech, But Treasury Holds Firm at 4.25%
U.S. Equities
SoftBank's 36% Decline Exposes Arm Valuation Risk During AI Regulatory Headwinds
U.S. Equities
OpenAI and Anthropic Face $1.5T Valuation Test as Chinese AI Undercuts Pricing
Macro & Rates
Anthropic's Nasdaq IPO Shows Risk-On Tilt, Tests Duration Demand
Technology
Anthropic's 80% Gross Margins Mask the Real IPO Story
Digital Assets
Anthropic Eyes Nasdaq Debut at $2 Trillion Valuation
Technology
AI Leaders Address Security Concerns and Development Pacing
Technology
Ellison Halts $7.5B Oracle Stock Sale as AI Bet Weighs on Stock
Politics & Policy
AI Dominates Policy Discourse Amidst Industry Pauses and Geopolitical Stakes
Technology
AI Turns Vulnerability Hunting Into an Automated Arm's Race
