知名苹果爆料人马克·古尔曼发文表示，苹果正在加快开发三款全新的可穿戴设备，作为其向人工智能驱动硬件转型的一部分——这一新赛 道同样吸引了OpenAI、Meta等公司的积极布局。 当时他还表示，公司正加大对新技术的投资，"世界正在迅速变化"。尽管iPhone销量仍然强劲，但苹果在AI领域仍处于追赶状态。Siri的升 级一直面临技术难题，多次推迟发布。 长期来看，AI预计将改变消费者使用手机的方式，更多功能会转移到外设设备上。当下，Meta的智能眼镜已取得部分成功，而 OpenAI也在 开发多款可穿戴设备。 苹果此前在新品类上的尝试——高价头显Apple Vision Pro ——并未获得市场广泛认可。因此，公司希望通过加速布局可穿戴设备，继续把 用户锁定在苹果生态系统内。 智能眼镜 古尔曼援引知情人士的话称，苹果正在推进三类产品：智能眼镜、可夹在衣服上或当作项链佩戴的吊坠设备，以及具备更强人工智能功能的 AirPods。 三款设备都将围绕Siri数字助手打造，并依靠"视觉情境感知"来执行操作。古尔曼补充称，这些产品都将与iPhone连接，并配备不同能力的 摄像头系统。 其中，AirPods和吊坠的设计理念是较简 ...

Core Insights - Anthropic has launched Claude Sonnet 4.6, a significant upgrade that offers near-flagship performance at a mid-tier price, reshaping the pricing landscape in the AI industry [3][12] - The model's pricing remains the same as its predecessor Sonnet 4.5, at $3 per million tokens for input and $15 for output, while providing performance comparable to the flagship Opus model priced at $15 per million tokens for input and $75 for output [3][12] Performance Improvements - Sonnet 4.6 has shown a fivefold improvement in computer operation capabilities over 16 months, achieving a score of 72.5% on the OSWorld benchmark, nearing human-level performance [5][10] - In early tests, developers preferred Sonnet 4.6 over Sonnet 4.5 in approximately 70% of cases, and in nearly 60% of cases, they favored it over the flagship Opus 4.5 [9][10] Benchmark Comparisons - Sonnet 4.6 scored 79.6% in the SWE-bench Verified coding tests, closely matching Opus 4.6's score of 80.8%, and outperformed it in office tasks with a score of 1633 compared to Opus 4.6's 1606 [10][11] - The model also excelled in financial analysis tasks, scoring 63.3%, surpassing Opus 4.6's score of 60.1% [10][11] Strategic Market Positioning - Anthropic's recent $30 billion funding round has doubled its valuation to $380 billion, indicating strong investor confidence as it accelerates its entry into the enterprise market [4] - The collaboration with Infosys to integrate Claude models into its Topaz AI platform for various industries highlights the model's applicability in real-world business scenarios [4][19] Cost Efficiency and Deployment - Sonnet 4.6's pricing strategy allows enterprises to achieve high performance without the need for more expensive models, effectively eliminating the trade-off between cost and quality [13][14] - The model's ability to handle a context window of 1 million tokens enables it to manage extensive data inputs, making it suitable for long-term strategic planning [15][16] Competitive Landscape - The rapid release of Sonnet 4.6, just two weeks after Claude Opus 4.6, reflects the intense competition in the AI sector, with concerns about potential disruptions to existing software businesses [18] - Sonnet 4.6 has outperformed competitors like Google’s Gemini 3 Pro and OpenAI’s GPT-5.2 in several benchmarks, indicating its strong position in the market [20][21]

Core Insights - Apple is accelerating the development of three AI-powered wearable devices: smart glasses, a pendant, and AirPods, with the aim of enhancing user experience within its ecosystem [1][2][6] - The pendant and AirPods with expanded AI capabilities could be released as early as this year, while the smart glasses are expected to launch in 2027 [2][6] Product Development - The new devices will be integrated with Apple's Siri digital assistant and linked to the iPhone, emphasizing the company's focus on AI technology [2][6] - Apple CEO Tim Cook highlighted the importance of AI as an operating system-level capability that enhances the overall value of the Apple ecosystem [7] Strategic Partnerships and Acquisitions - Apple acquired Q.ai, an Israeli startup specializing in AI technology for audio, which aligns with its focus on voice interaction and ambient computing [7][8] - A partnership with Google was announced, indicating that future iterations of Apple's Foundation Models will utilize Google's Gemini and cloud technology to enhance Siri and other tools [8] Market Context - The development of these devices comes at a time when competitors like Meta are successfully launching smart glasses, indicating a competitive landscape in the wearable technology market [6]

Core Insights - Wall Street is increasingly recognizing that AI may disrupt a wider range of industries more rapidly than previously anticipated, leading to sell-offs in various sectors beyond technology [1][2][12] Group 1: Market Reactions - Investors are shifting their focus from concerns about AI creating a bubble to fears that it will render many businesses obsolete [2][10] - The sell-off began in early February, triggered by the introduction of new AI products, such as a tax strategy tool from Altruist, which negatively impacted shares of wealth management companies [3][4] - Companies like Salesforce, Charles Schwab, and Blue Owl have seen stock declines as investors worry that AI could soon replicate their offerings [4][8] Group 2: Sector-Specific Impacts - There is a spillover effect affecting various sectors, including legal services, insurance, tax preparation, and financial services, as AI products are introduced [3][6] - Video game stocks have been impacted following the launch of Google Gemini, and real estate stocks are also experiencing sell-offs due to fears of AI disruption [8][9] Group 3: Investor Sentiment - Investors are increasingly concerned about AI risks and are seeking to invest in companies perceived as "AI winners" while avoiding those associated with risks [6][7] - There is a dichotomy in investor sentiment, with some worried about excessive spending on AI by tech companies and others fearing the obsolescence of numerous businesses due to AI [9][10] - The uncertainty surrounding future AI developments makes it difficult to predict market movements, leading to heightened caution among investors [11][12]

Masayoshi Son Cashes Out of Nvidia… Again - Moby BREAKING NEWS SoftBank and Nvidia were over. We all knew it. Now, SEC filings are making it Instagram official. Documents show SoftBank had quietly sold its entire Nvidia stake in October, unloading $5.8 billion worth of shares to fund deeper bets on OpenAI. Clean break. Since that disclosure, Nvidia is down about 7% and heads into its February 26 earnings with analysts still modeling a 67% revenue surge, even as investors debate whether AI spending will e ...

Fundraising Overview - Thrive Capital has raised $10 billion for its new fund, Thrive X, which is the largest fund the firm has ever raised and nearly double the size of its previous fund [2][3] - Of the total amount, $1 billion is allocated for early-stage investments, while the remaining funds are designated for growth-stage investments [2] Investment Strategy - The firm focuses on committing deeply to a small number of founders, emphasizing loyalty to the founders and missions they support [4] - Thrive Capital has a history of significant investments in high-profile companies such as OpenAI, Stripe, and SpaceX, which have seen substantial increases in value [3] Market Implications - The oversubscription of the latest fundraise indicates strong interest from investors, particularly in light of potential IPOs for companies like OpenAI and SpaceX, which could lead to significant capital returns for limited partners [3][5] - The firm has incubated 12 companies, with at least six achieving unicorn status, showcasing its successful track record in nurturing startups [3]

RADNOR, Pa., Feb. 17, 2026 (GLOBE NEWSWIRE) -- The law firm of Kessler Topaz Meltzer & Check, LLP informs investors that the firm has filed a securities fraud class action lawsuit against Oracle Corporation (NYSE: ORCL) (“Oracle” or the “Company”) on behalf of investors who purchased or acquired Oracle common stock between June 12, 2025, and December 16, 2025, inclusive (the “Class Period”). This action, captioned Barrows v. Oracle Corporation, et al., Case No. 1:26-cv-00127-JLH, was filed on February 3, 20 ...

Retail investors will soon have a way to buy into SpaceX and OpenAI through a closed-end fund that plans to list on Nasdaq. https://t.co/GsdF332Gws ...

Anthropic CEO Dario Amodei defected from OpenAI partly because he thought it wasn’t focusing enough on safety, but now his own company is fighting to balance its founding mission with commercial pressure. In an interview with podcast host Dwarkesh Patel, Dario Amodei emphasized that Anthropic faces the same pressure as its competitors to keep innovating and ultimately become profitable “We’re under an incredible amount of commercial pressure and make it even harder for ourselves because we have all thi ...

RT AI Notkilleveryoneism Memes ⏸️ (@AISafetyMemes)OpenAI quietly dropped "safely" and "no financial motive" from its mission https://t.co/offVfkgfxk ...