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The AI trade has been 'dead money' for months, Fidelity's Jurrien Timmer said, even as hyperscalers keep spending billions.
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https://aws.amazon.com/blogs/aws/introducing-amazon-cloudwatch-omni-ai-powered-observability-for-generative-ai-and-agentic-workloads/
First Lady Melania Trump will ring the NYSE's opening bell Wednesday and launch IMPERIA, an invite-only initiative for female CEOs.
The article highlights Amazon and Palantir as two AI software companies positioned to benefit from the AI market's rapid expansion. Amazon's AWS provides cloud infrastructure and AI services like Bedrock and SageMaker, with additional upside from its Anthropic stake. Palantir offers data aggregation platforms (Gotham and Foundry) that enable AI application development. Both companies are expected to deliver strong revenue and earnings growth through 2028, though Palantir trades at a premium valuation.
ShinyHunters claims to have stolen sensitive data on thousands of FBI agents, prompting an agency investigation.
On Tuesday, U.S. Embassy warns Australia’s social media rules could enable censorship and suppress protected speech.
Gary Black says legacy automakers won’t license Tesla FSD, preferring in-house autonomy as self-driving becomes essential.