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Bank of America is sticking with its Buy rating on Meta Platforms (META) stock after an early AI surprise began changing how investors view the company’s tech spending. That surprise is Muse, Meta’s consumer AI Read more…
A gold rush produces two kinds of winners. A handful of prospectors strike it rich, and one merchant sells every prospector the shovels, picks, and denim, no matter whose claim pays out. The prospectors get Read more…
Anthropic spent the past year building a reputation as the company willing to slow down when everyone else sped up. That reputation is now colliding with the pressure of an approaching IPO and a rival Read more…