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SoftBank’s Son warns of AI safety risks despite $65B OpenAI bet
[Open AI, Arm and SoftBank CEOs Attend Transforming Business through AI Event] Tomohiro Ohsumi/Getty Images News SoftBank Group (SFTBY [https://seekingalpha.com/symbol/SFTBY]) (SFTBF [https://seekingalpha.com/symbol/SFTBF]) Chief Executive…
AI spending to drive another strong S&P 500 earnings season, Goldman Sachs says
[Person checking investment portfolio on mobile phone and analysing financial reports on tablet with growth metrics] Images By Tang Ming Tung/DigitalVision via Getty Images Goldman Sachs expects the S&P 500 (SP500 [https://seekingalpha.com…
JPMorgan's basket of consumer stocks vulnerable to agentic AI
[Cute red robotic AI head with antennas smiling on binary data surface among colorful AI speech bubbles representing digital chatbot communication technology] J Studios/DigitalVision via Getty Images The rise of agentic AI could disrupt a…
OpenAI pauses training of latest models after agents probed U.S. government sites
[AI growth Risk] wildpixel OpenAI (OpenAI) said it is pausing training of its latest AI models as more reports come in of AI agents gaining access to sensitive areas and behaving in unexpected ways. From the AP [https://seekingalpha.com/pr…
AI ETFs to Buy Now as Neocloud Reshapes Cloud Infrastructure
The artificial intelligence (AI) infrastructure buildout is entering a new phase, with Neocloud providers rapidly emerging to capture a massive share of the total AI spending. Impressively, Neocloud providers — specialized companies built…
[AI Hand Analyzing Financial Data Graphs for Business Strategy] J Studios President Donald Trump is canvassing the Truth Social community to come up with a more "elegant and accurate" description of machine intelligence. Trump posted urgin…
Johnson urges caution on AI legislation as tech chiefs call for safeguards
[Republicans Gather In Dallas For Inaugural Midterm Convention] Alex Wong/Getty Images News House Speaker Mike Johnson said Congress should consult the leaders of the nation’s largest artificial-intelligence companies before moving ahead w…
Bridgewater’s Jensen says AI could kill people before action is taken
[Robotic Hand Reaching for Warning Alert Symbol with Digital Icons Representing Cybersecurity Threats and Data Protection Concepts in a Futuristic Setting] Blue Planet Studio/iStock via Getty Images Bridgewater's co-chief investment office…
Dan Ives Warns 10%-15% of US Data Center Projects Could Be Cut as AI Boom Faces Political Backlash, Calls It the ‘Biggest Threat’
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. While Wall Street focuses on capital expenditure, Yorkville Ives partner Dan Ives argues that growing political backlash against data cent…
Warren Buffett-Style Cash Flow Stocks Could Face Heavy Downside in OpenAI Era, Warns Dwarkesh Patel
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Podcaster and tech analyst Dwarkesh Patel warned that a surge in AI-driven investment and potentially higher interest rates could severely…
Looking Beyond NVIDIA? These 3 AI ETFs Are Beating the Market
Key Points Interested in iShares Future AI & Tech ETF? Here are five stocks we like better. NVIDIA remains one of the defining public companies of the AI boom, but investment opportunities tied to artificial intelligence extend well beyond…
Bill Gates seeks meeting with China’s Xi Jinping to discuss AI risks - report
[Bill Gates Appears For Closed Interview With House Oversight Committee Over Epstein Connections] Tom Brenner/Getty Images News Bill Gates is looking to meet Chinese President Xi Jinping tentatively in November this year to discuss proposa…
How to Invest for an AI Boom, AI Bust, or...Both: These ETFs Can Help.
I've been investing in the stock market for more than 20 years. Throughout my life as an investor, I don't think I've ever seen a moment when so much seems to be riding on one big question about the markets: Will the artificial intelligenc…
Hedge funds and mutual funds split on the AI trade - Goldman
[Futuristic robot analyzing falling stock market chart on dark background with red indicators and downward trend line representing global crisis. 3D Rendering] peshkov Hedge funds remain more exposed to the artificial intelligence trade th…
Hedge funds sold tech at historic pace ahead of Situational Awareness fire sale
[HEDGE FUND text on a note with office supplies] Zolak Hedge funds rapidly deleveraged technology positions in the days before AI-focused hedge fund Situational Awareness was forced to liquidate its public equity portfolio. On Thursday, Si…
Cheaper AI models are reshaping AI trade, but demand for computing remains strong: UBS
[Futuristic AI brain chip interface and digital technology icons over modern city skyline at night representing artificial intelligence concept.] ismagilov The rapid adoption of lower-cost open-source artificial intelligence models is chan…
Basic income will be needed as AI takes our jobs - Roubini
[Man and female robot sitting together on a bench] demaerre/iStock via Getty Images Economist Nouriel Roubini said universal basic income will eventually be needed as artificial intelligence and robots replace a growing share of the workfo…
States press ahead with AI regulation despite Trump's push for federal control
[President Trump Signs Executive Orders In The Oval Office] Alex Wong/Getty Images News States across the country are moving ahead with artificial intelligence regulations despite President Donald Trump's efforts to discourage state-level…
The One Hyperscaler Signal That Will Make or Break ARTY in 2026
Quick Read ARTY doubled in 12 months by betting entirely on AI suppliers, but that same purity strips out any hedge if hyperscaler capex softens. NVDA targets 75% gross margin and AVGO runs at 68% EBITDA. If both see simultaneous compressi…
AI-linked ETFs tumbled in Friday's tech selloff after months of outsized gains
[ETF investment money] zimmytws/iStock via Getty Images AI-linked ETFs were among the hardest-hit thematic funds during Friday's technology selloff, as investors dumped semiconductor and AI-related stocks following a Broadcom-driven rout a…
After Months of Watching AI Innovation ETFs Run These 3 Active Funds Stand Out and the Revolution Has Barely Started
Quick Read BAI surged roughly 79% over the trailing year and 35% year to date, while ARTY gained 32% by targeting AI supply chain names over mega-caps. NVDA anchors BAI at roughly 9% while MRVL leads ARTY at 6%, reflecting divergent bets o…
Trump inks executive order for vetting advanced AI models
[The Inauguration Of Donald J. Trump As The 47th President] Anna Moneymaker/Getty Images News President Donald Trump has signed an executive order to increase AI oversight, directing companies to provide the government access to advanced m…
After Comparing Every Generative AI ETF These 3 Capture the Software Layer Most Investors Miss
Quick Read Invesco AI and Next Gen Software ETF (IGPT) is up 64% year-to-date by tracking software developers embedding AI into products, while Roundhill Generative AI & Technology ETF (CHAT) has returned 272% since inception through activ…
Seven warning signs — and two positives — for the market: BTIG’s Krinsky
[bad day at wall street] franckreporter The stock market is flashing too many warning signs to ignore, according to BTIG technical strategist Jonathan Krinsky, though he sees a couple of areas that could encourage the bulls. Krinsky noted…
Ma Bell's history hints that AI could be recession-proof
[Futuristic AI chip with glowing circuits and stock market candlestick chart on dark background representing financial technology concept. 3D Rendering] Wall Street is increasingly nervous about hyperscaler capex. The combined capital expe…
ARTY Soared 33% in 2026 While BOTT and ROBO Lag: Which Humanoid Robot ETF to Buy
Quick Read ROBO Global Robotics and Automation Index ETF (ROBO) is up 18% YTD with holdings in semiconductor-test suppliers like Advantest and Teradyne that validate AI silicon for robot brains. Themes Humanoid Robotics ETF (BOTT) has clim…
Maine set to be the first U.S. state to pass moratorium on big data centers
[Data Center Construction] Gerville Maine lawmakers have passed a bill to impose a statewide data center moratorium, making it the first U.S. state to do so, amid mounting concerns over AI infrastructure's impact on the power grid and the…
CoreWeave related ETFs in focus as company rises 12% after Anthropic deal
[Five stacks of coloured coins with a graph line above] Richard Drury CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]) is back in the spotlight after announcing a multi-year agreement with Anthropic to lease data center capacity to…
My Top Quantum ETFs For The Next Trend That’s Bigger Than AI QTUM, SOXX, ARTY, XSD
Quick Read Defiance Quantum ETF (QTUM) returned 47% over the past year with a 0.40% expense ratio and $3.7B in assets, holding pure-play quantum names like IonQ and Rigetti at roughly 1% each alongside larger positions in semiconductor equ…
AI will eliminate a huge percentage of knowledge work – Oaktree Capital’s Howard Marks
[Vintage Computer with AI Text on Screen and Business Crowd on Futuristic Neon Background] akinbostanci Artificial intelligence can “eliminate a huge percentage of knowledge work,” according to Howard Marks, co-chairman and co-founder of O…
AI doomsday isn’t 2028, it’s here now - SocGen's Edwards
[Terminator: Dark Fate - Fan Event Mexico City] Hector Vivas/Getty Images Entertainment Societe Generale’s Albert Edwards, one of Wall Street’s most notorious bears, isn’t waiting around for the AI apocalypse. In his latest Global Strategy…
Struggling to Pick Artificial Intelligence (AI) Stocks? You're Not Alone -- Try This ETF Instead
Artificial intelligence (AI) is one of the fastest-moving technologies in history, and while that creates substantial opportunities for investors, it also breeds volatility. For example, Micron Technology(NASDAQ: MU) stock has soared by a…
Struggling to Pick Artificial Intelligence (AI) Stocks? You're Not Alone -- Try This ETF Instead
Key Points Many of the world's top artificial intelligence stocks are slumping right now, while a select few are ripping higher. It isn't easy to predict the performance of individual stocks, particularly in a fast-paced industry like AI.…
Quick Read iShares Future AI & Tech ETF (ARTY) returned 28.3% over 12 months versus 14.3% for QQQ and 13.7% for SPY. ARTY gained just 8.7% over five years while QQQ returned 85.6% due to hardware cyclicality. Top ARTY holdings include NVID…
Top Themes for 2026: AI, Defense, and Infrastructure
(1:00) - Investing Into The Next Growth Cycle For AI (4:05) - What Are The Current Risks When Investing Into AI Right Now? (7:15) - What Should Investors Expect From The Current Volatility When Investing Into Cryptocurrencies? (10:05) - Th…
Labor market is ‘essentially going sideways’ with AI contributing to stagnation – strategist
[Digital Intelligence - AI Icon Illuminated Against Financial Data and Binary Streams] J Studios The labor market is “essentially going sideways,” according to Eric Johnston, chief equity and macro strategist at Cantor Fitzgerald, who char…