This might be the leaked Open AI hardware device that we've all been looking forward to. Check this out. OpenAI acquired Johnny Ives company last year.Johnny IV is the main guy behind many of Apple's incredible designs, including the iMac, the iPhone, the iPad. And so he's been working for OpenAI to come up with the future device for artificial intelligence. So how did this happen.Well, that Super Bowl ad did not actually air. And an anonymous OpenAI employee leaked the ad saying they were angry that OpenAI ...

🚨BREAKING: $XRP issuer @Ripple just cracked the top 10 most valuable private companies!At $50B, they're now sitting alongside @SpaceX, @OpenAI, @AnthropicAI, @stripe, @RevolutApp, @canva, and more.The only blockchain company on the list 🔥 https://t.co/0nUllBxQuLBSCN (@BSCNews):https://t.co/bylZMxazZ9 ...

🚨 BREAKING: OPENAI OFFICIALLY BEGINS ROLLING OUT ADS IN CHATGPT@OpenAI is now testing sponsored ads at the bottom of ChatGPT responses for Free and Go ($8/mo) users in the US.Plus, Pro, Business & Enterprise tiers remain ad-free.The move comes as OpenAI looks to offset $11.5B+ in quarterly losses and fund $1.4T in AI infrastructure commitments.No ads shown to users under 18 or near sensitive topics like health and politics.This comes just hours after rival @AnthropicAI ran a "no ads in AI" Super Bowl commer ...

Core Insights - Bolt Data and Energy, co-founded by former Google CEO Eric Schmidt, is negotiating a deal to start construction on a large data center project in West Texas [1][2] - Google is considering a commitment of 250 megawatts for this project, although the exact size of the potential transaction is still under discussion [2][3] - The deal underscores the competitive landscape among Big Tech companies to secure necessary resources for AI development, despite the associated costs and risks [4] Company Developments - Bolt completed its first funding round in December, raising $150 million, including $50 million from Texas Pacific Land Corporation (TPL), which owns significant land in West Texas [8] - TPL's land will provide Bolt with access to essential resources like power and water, which are increasingly strained due to the surge in data center developments [9] - Bolt's initial plan includes a 250 megawatt facility, with potential expansion to a 5 gigawatt campus in increments of 250-500 megawatts [9] Industry Trends - The AI race has prompted several large-scale data center projects in Texas, including an 11-gigawatt campus planned by Fermi, co-founded by former Texas governor Rick Perry [10] - Major banks have faced challenges in selling off $38 billion in loans for data center construction due to concerns over Oracle's credit amid its AI spending [12] - Oracle plans to raise up to $50 billion in debt and equity by 2026 to support its AI initiatives while maintaining a solid investment-grade balance sheet [13] - Alphabet, Google's parent company, announced plans to spend between $175 and $185 billion on capital expenditures in 2026, primarily for AI infrastructure [13] - A significant wave of spending on AI has been reported by major tech companies, with Amazon planning to spend $200 billion this year alone [14]

Core Viewpoint - Microsoft Corporation's stock has experienced a significant increase following its $10 billion investment in OpenAI, but has since lost about 25% of its value since peaking in late October [1]. Group 1: Investment Performance - Microsoft Corporation's stock has mostly trended upwards since the investment in OpenAI [1]. - The stock has lost approximately 25% of its value from its peak in late October [1]. Group 2: Investment Strategy - The analysis emphasizes the importance of quantitative methods for identifying undervalued stocks across various industries [1]. - The belief is that numerical data often provides a more realistic picture of a company's prospects compared to narrative [1].

Core Insights - The investment landscape in 2025 has been heavily influenced by the rise of Artificial Intelligence (AI) companies, leading to significant market gains across major indices, with the S&P 500 up 17.88% and the Russell 2000 up 12.81% [4] - There is a growing concern about a potential market bubble, as high-quality businesses have underperformed low-quality ones, particularly in the small-cap sector [6][7] - AI-related stocks have dramatically impacted the S&P 500, accounting for 45% of its market cap and 78% of its returns since the launch of ChatGPT in November 2022 [12][15] Investment Performance - FMI's portfolios have generated solid double-digit annual returns over the past three years but have lagged behind broader indices due to a focus on business quality and valuation [5] - The disparity in performance between high-quality and low-quality stocks has been stark, with low-quality stocks outperforming significantly in 2025 [6][7] Market Dynamics - The MSCI EAFE Quality Index has underperformed the MSCI EAFE by approximately 10% in both local and USD terms, indicating a broader trend of low-quality stocks outperforming in international markets as well [8] - The capital spending in the tech sector, particularly related to AI, has contributed significantly to U.S. GDP growth, accounting for 40%-45% through the first nine months of 2025, a stark increase from less than 5% in the same period of 2023 [18] Company Insights - Hayward Holdings Inc. is highlighted as a resilient small-cap company in the pool equipment market, with strong pricing power and a solid balance sheet, despite facing weak demand in the newly built and remodeled pool segments [26] - Accenture PLC is positioned to benefit from the AI boom, as its consulting services are increasingly in demand for enterprises adopting AI technologies, despite facing cyclical pressures [30] - Smiths Group PLC is transitioning to a more focused portfolio, improving its growth and profitability profile while maintaining a strong balance sheet [31] AI Impact - The concentration of AI-related stocks in the S&P 500 raises concerns about market sustainability, as these stocks have driven a significant portion of market returns and earnings growth [12][15] - The capital intensity of AI companies is increasing, with expectations that they will need to generate $2 trillion in revenue by 2030 to meet demand, which may not be achievable [21]

One investing mistake I made about five years ago was selling Microsoft (NASDAQ: MSFT) stock. I made a solid profit on the initial investment, then sold the shares when they were trading at about $150. With the stock at over $400 now, that was clearly a huge error. While Microsoft stock may not be that cheap anymore, it is cheaper than it has been in recent months. Thanks to a huge sell-off following its fiscal year 2026 Q2 earnings announcement (Q2 ended Dec. 31), Microsoft stock is now down more than 20% ...

Hello, I'm Andrew Maine and this is the OpenAI podcast. Today we're talking to Assad Awan about ads in chat GPT. How they'll look, who will see them, and how the company will preserve user trust. >> Ads are shown to people who are on the free and the goier for pro and plus and for enterprise there are no ads. Is creepy okay if it is good? It's not. We are in the business of trust. So I think if we have to say what is our core business, it's like to win users trust. So from a consumer point of view, why ads? ...

OpenAI正开展上市筹备的基础工作，估值最高可达1万亿美元，这家ChatGPT开发商计划最快于2026年 下半年向证券监管机构提交上市申请。此前，OpenAI首席财务官曾表示IPO并非公司此前的短期规划。 去年12月消息显示，Anthropic已聘请Wilson Sonsini律师事务所开展上市筹备工作，最早或于2026年登 陆资本市场。该公司发言人当时称，尚未确定上市具体时间及相关计划。 市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 市场对新股上市的需求攀升，叠加SpaceX等头部私营企业的发展势能，为2026年美国首次公开募股市 场注入增长动力，行业有望迎来爆发式增长。 高盛上周指出，若今年有头部企业登陆资本市场，2026年美国IPO总收益有望达到创纪录的1600亿美 元。市场参与者普遍看好今年超十亿美元规模的大型IPO项目，这一乐观预期得益于处于发展后期的私 营企业的充足储备。 不过行业仍存在潜在风险，近期软件股抛售行为或对该行业的IPO发行活动形成压制，而软件行业在当 前IPO积压项目中占比可观。 SpaceX正推进大型IPO计划，估值有望 ...

Core Insights - Dan Romero and Varun Srinivasan have joined Tempo, a blockchain focused on stablecoins, after their previous venture Farcaster was acquired [1][3] - Romero views stablecoins as a generational opportunity and aims to make them mainstream, while Srinivasan emphasizes the importance of building a global payments network that is fast, inexpensive, and transparent [2] Company Developments - Farcaster was acquired by Neynar, which will take over its smart contracts, code repositories, and other assets, as the platform struggled to gain user traction [3] - Romero plans to return all $180 million raised by Farcaster to its investors following the acquisition [4] Talent Acquisition - The move to Tempo positions Romero and Srinivasan at the forefront of the crypto industry, building on their previous experience at Coinbase [5] - Tempo has been enhancing its team, recently adding notable figures such as Dankrad Feist, Liam Horne, and Mallesh Pai [6] Project Progress - Tempo launched its testnet in December, with a full launch planned for later this year [7]