Anthropic Donates Agent Skills Open Standard To Agentic AI Foundation

The Stock Market Sounds an Alarm for the First Time in Nearly 27 Years. Here Is What History Says the S&P 500 Will Do Next.

The S&P 500's CAPE ratio has climbed above 40 for the first time since the dot-com bubble, signaling historically expensive valuations. While the Buffett indicator also suggests overvaluation, today's market differs from the late 1990s because major companies like Microsoft, Alphabet, Amazon, and Nvidia are highly profitable. Rather than predicting an imminent crash, investors should reassess portfolio risk, trim AI/speculative tech exposure, and focus on blue-chip stocks with strong fundamentals and cash flow generation.

Meta Bulls Beware: Bond Market Sends Its Loudest Warning on Zuckerberg's Borrowing Binge

Meta’s debt insurance costs hit a record as AI spending concerns mount, despite strong cash reserves and revenue.

'Salesforce Customers Brace For New Fees to Use Claude in Its Apps' - The Information

Better Buffett Stock: Alphabet vs. Apple

The article compares Alphabet and Apple as investment opportunities, noting that Alphabet is taking an aggressive AI-first approach with $200 billion in data center spending, while Apple is adopting a more conservative strategy by licensing Google's Gemini model. Alphabet trades at 22x forward earnings versus Apple's 36x, making it significantly cheaper. The author recommends Alphabet as the better buy due to its lower valuation and stronger AI positioning, despite Apple's more cash-conservative business model.

Blackstone CEO Sounds Alarm on AI Supply Crunch: 'Seldom in My Career Have I Seen' Anything Like It

Blackstone (NYSE: BX) Q3 earnings beat estimates on $1.4T record AUM, driven by AI infrastructure and private credit expansion.