SoftBank’s OpenAI investment gains drive fourth consecutive profitable quarter
is up 4% in premarket trading on Thursday after the Japanese conglomerate announced a net profit of 248.6 billion yen ($1.6 billion) in its fiscal third quarter, buoyed by a $4.2 billion valuation gai...
Unity Software craters after Q1 sales and earnings guidance fall short of estimates
Both pillars of ’s business are under pressure from AI tools and new entrants, and its internal AI capabilities don’t seem to be keeping up. Shares of the gaming engine and ad tech company are off mor...
Report: OpenAI shuttering 4o model due to sycophancy that was hard to control
This week, OpenAI plans to permanently remove its 4o model from ChatGPT. The model has developed an unusually devoted group of users. But it also has been criticized for being overly sycophantic and a...
OpenAI is now officially showing ads
Just a day after Anthropic’s Super Bowl ad aired, making fun of the concept of ad-backed AI chatbots, OpenAI began testing ads in ChatGPT for its free and Go subscription tiers. In a blog post , OpenA...
Report: OpenAI tells employees it is growing again, with Codex eating into Claude Code’s market share
The competition between OpenAI and Anthropic continues to intensify. Last night during the Super Bowl, a comedic Anthropic ad poked fun at OpenAI’s plans to add advertisements to ChatGPT, something it...
Anthropic’s Claude Opus 4.6 gains financial research, improved coding features
It’s a model-for-model battle between OpenAI and Anthropic, as the startups vie for dominance in AI coding tools. Not to be outdone by OpenAI’s release today of GPT-5.2-Codex, Anthropic has released a...
OpenAI releases its answer to Claude Code, first AI model with “high capability” risk for cybersecurity
AI agents that can write code have quickly become one of the most profitable, and competitive, applications coming from the current crop of AI startups. Anthropic’s Claude Code is enjoying a moment of...
Google’s Gemini is gaining but OpenAI’s ChatGPT is still the AI chatbot leader
Following stellar earnings report Wednesday, analysts were quick to declare that the Google parent had blossomed from an AI laggard into a leader. The company posted strong revenue and profit growth, ...
How the character of the AI trade has changed — for the worse — in 2026
A smattering of observations on how the character of the AI trade has changed this year — with, obviously, some of these trends not having waited for a full turn of the Earth around the sun to start t...
OpenAI’s Altman calls Anthropic an “authoritarian company” and says its Super Bowl ad is “deceptive”
Yesterday, Anthropic announced that it intends (for now) to keep its Claude chatbot free of ads. Competitors OpenAI, xAI, , and all have expressed plans for ads in some form for their respective AI c...
Roblox answers Google’s Project Genie, launching the open beta for its “4D” AI creation tool
on Wednesday launched the open beta of its “4D” AI creation model, less than a week after the launch of Project Genie, an AI-powered interactive world generator. The tool allows users to generate int...
Anthropic pledges no ads for Claude
AI services are popping up everywhere. Pretty much every software product has crammed AI features into its apps, and soon most phones will offer quick access to an AI chat. As AI chatbots proliferate,...
Nvidia poised to invest $20 billion in OpenAI, per report
is close to investing $20 billion in OpenAI’s funding round, per Bloomberg , citing people familiar with the matter. That would make its OpenAI stake more than the market value of chip designer’s enti...
Tech drags down stocks as Anthropic’s AI tool threatens software companies
The S&P 500 and Nasdaq 100 sank as Anthropic’s new tools for Cowork , a computer assistant on mental steroids, triggered a sell-off in software stocks. The Russell 2000 gained. Of the BATMMAAN stocks ...
SpaceX and Tesla are sounding very similar these days
Yesterday, Elon Musk announced that his space company, SpaceX, was acquiring his AI company , xAI. The vision for the newly merged company, expected to go public this year, sounds a lot like Musk’s ot...
Claude Cowork’s plug-ins the newest reason for software stocks to crater
“Claude Cowork’s new plug-ins” have joined “Microsoft’s cloud business growth poised to decelerate by half a percentage point ” and “the launch of Claude Cowork ” as the latest reasons to send softwar...
Anthropic’s legal plug-in for Claude Cowork prompts rush out of legal software and publishing stocks
The threat of AI disruption has wreaked havoc upon software stocks over the past few months, with more powerful tools launched by Anthropic a catalyst for the selling. True to form, thanks to some new...
OpenAI reportedly seeking alternatives to Nvidia chips, unhappy with inference performance
Reuters reports that OpenAI is “unsatisfied” with Nvidia’s latest AI chips and has been seeking alternatives since last year, citing a whopping eight sources familiar with the matter. This news comes ...
SpaceX merges with xAI, reportedly will seek an IPO valuation of $1.25 trillion
Elon Musk’s giant space company has merged with his AI company, according to a letter from Musk posted on the SpaceX website. As part of the reasoning for the deal, Musk cited a pet idea among tech bi...
Microsoft is the biggest drag on the US stock market since Gemini 3’s launch
is the publicly traded company that, due to its partnership with OpenAI , had a place of pride at the epicenter of the AI boom. It doesn’t have that much to show for it. Thanks to last week’s plunge f...