IBM (NYSE: IBM) stock got hit hard in Monday's trading as fears that artificial-intelligence (AI) technologies could disrupt the company's common business-oriented language (COBOL) tech stack. The company's share price fell more than 13% in the daily session, wiping roughly $31 billion off the legacy tech giant's market capitalization. After yesterday's big sell-off, the stock is seeing a modest recovery. Shares were up 2.7% as of 3 p.m. ET. IBM stock is now down roughly 22% across this year's trading. Wil ...

Read more about version 3.0 of the Responsible Scaling Policy: https://t.co/gDp7VH9X8j ...

It will significantly increase my opinion of @Anthropic if they do not back down, and honorably eat the consequences.(For those who are not aware, so far they have been maintaining the two red lines of "no fully autonomous weapons" and "no mass surveillance of Americans". Actually a very conservative and limited posture, it's not even anti-military.IMO fully autonomous weapons and mass privacy violation are two things we all want less of, so in my ideal world anyone working on those things gets access to th ...

Hello and welcome to Eye on AI. In this edition…A chaotic AI summit in India ends with some voluntary commitments and $200 billion for the host nation…Anthropic accuses Chinese rivals of using Claude’s answers to enhance their models…OpenAI launches an alliance with major consulting firms to sell its Frontier AI agent platform…$650 billion in AI infrastructure spending this year could be risky…and maybe don’t let an AI model advise you on using nuclear weapons.First, many of the AI world’s most important p ...

Bloomberg Investors have been ditching software stocks for months on fears of disruption from artificial intelligence, and upcoming earnings from the group aren’t expected to settle any nerves. A number of software companies report earnings this week, including Workday Inc., Salesforce Inc., Intuit Inc., Autodesk Inc. and Snowflake Inc. But worries about AI’s relentless drag on growth are so prevalent there may be little management teams can say or do to reverse it, at least for now. Most Read from Blo ...

Core Insights - Cursor announced updates to its AI coding agents to enhance competitiveness against rivals like Anthropic, OpenAI, and Microsoft [1] - The company's valuation has reached $29.3 billion, with annualized revenue surpassing $1 billion [2] Company Developments - Cursor's updated agents are designed to improve user capabilities and efficiency in coding tasks [2] - The agents can test their own changes and document their work through various formats such as videos, logs, and screenshots [4] - Users can access the agents via multiple platforms, including web, desktop app, mobile devices, Slack, and GitHub [4] Industry Trends - AI agents have gained significant popularity, particularly among software developers, due to advancements in model capabilities [3] - The ability of agents to run in parallel on cloud-based virtual machines allows for higher throughput, enabling users to manage multiple tasks simultaneously [5][6]

Stocks bounced back on Tuesday after a rough Monday session. Tariff uncertainty and AI fears drove the volatility.Tuesday's session marked a partial recovery from Monday's broad sell-off. After a wobbly morning, the major market indexes rose in unison. The stabilization started around 10:30 a.m. ET and held firm as of 1:45 p.m. ET.Right now, the S&P 500 (^GSPC +0.78%) is up by 0.8%, in lockstep with the Dow Jones Industrial Average (^DJI +0.86%). The more volatile Nasdaq Composite (^IXIC +1.06%) posted a st ...

Core Viewpoint - LPL Financial has expanded its partnership with AI firm Anthropic to enhance AI integrations for over 30,000 financial advisors, aiming to provide customized solutions for wealth management [1][2]. Group 1: Partnership Expansion - LPL Financial announced the expanded relationship with Anthropic on the same day Anthropic reported enhancements to its Claude AI "plug-ins" for various financial sectors [2]. - The partnership aims to provide a foundation for Registered Investment Advisors (RIAs), broker/dealers, and other platforms to create customized private plugins, leveraging their own data and compliance controls [3]. Group 2: Industry Context - Orion, a wealth technology provider, also expanded its relationship with Anthropic, indicating a broader trend in the wealth management sector towards AI integration [3]. - The announcement follows a period of stock volatility for financial services firms, attributed to investor concerns that AI could undermine their value propositions [4][5]. Group 3: Market Reactions - On February 10, stocks of firms like LPL, Charles Schwab, Stifel, and Raymond James fell by 7%-8% amid fears regarding AI's impact on the industry [5]. - Some industry leaders, such as Morgan Stanley's Jedd Finn, believe that AI tools will enhance rather than replace the advisor-client relationship in the long run [5].

Core Insights - Anthropic reported that three organizations systematically created over 24,000 fraudulent accounts, resulting in more than 16 million interactions with Claude, aimed at extracting model capabilities for their own training and optimization [1][7]. Group 1: Distillation Activities - The three distillation actions exhibited highly similar operational methods, utilizing fake accounts and proxy services for large-scale access to evade platform detection [7]. - Anthropic identified these actions through multiple technical evidences, including IP address associations and request metadata, achieving high-confidence attribution [7]. - The attacks primarily targeted Claude's differentiated capabilities in agentic reasoning, tool usage, and code generation [7]. Group 2: DeepSeek Investigation - In the investigation of DeepSeek, Anthropic confirmed that the scale of operations exceeded 150,000 interactions, focusing on multi-task reasoning and sensitive question rephrasing [8]. - DeepSeek's accounts displayed synchronized traffic patterns and payment methods, resembling a "load balancing" feature to enhance throughput and reduce detection risk [8]. - One identified technique involved prompting Claude to "retrace and write out its internal reasoning process," generating large-scale chain-of-thought training data [8]. Group 3: Moonshot AI and MiniMax - For Moonshot AI, Anthropic disclosed over 3.4 million interactions, concentrating on agentic reasoning, programming, and computer vision capabilities [8]. - Moonshot employed hundreds of fraudulent accounts and mixed various access paths to lower the overall recognizability of their actions [8]. - The largest distillation activity was attributed to MiniMax, with over 13 million interactions, focusing on agentic programming capabilities and tool orchestration [8]. - Anthropic was able to observe the entire process of a distillation attack from data generation to model release, as MiniMax adjusted its strategy shortly after the release of a new model [8]. Group 4: Security Measures - Anthropic stated that the findings have been used to enhance the platform's security and abuse detection mechanisms, although further details on actions taken were not disclosed [9]. - As of the report's publication, DeepSeek, Moonshot AI, and MiniMax had not responded to the situation [9].

Just when investors may have gotten a firm grasp on artificial intelligence (AI), the game is changing again. According to Deloitte Global's TMT Predictions 2026 report, inference will account for two-thirds of AI computing in 2026. Inference marks the next stage of AI adoption. Whereas training AI builds the model's intelligence, inference concerns how the model operates in real-world use cases. A great example would be the recently viral OpenClaw AI agents that are running autonomously on people's compu ...