🚨BREAKING: OPENAI, SPACEX IPOS COULD BREAK S&P 500High-profile debuts from @OpenAI and @SpaceX among companies that could derail $SPY performance if valuations prove unsustainable.Legendary investor Jeremy Grantham warns overheated IPO market poses major threat to U.S. stocks this year. ...

Core Argument - Jeremy Grantham presents a provocative argument suggesting that the U.S. stock market is expected to yield mediocre returns in the current year [1] Group 1 - Grantham's analysis indicates that the market's performance will be hindered by various economic factors [1] - The argument is based on historical data and current market conditions that suggest a lack of strong growth [1] - Grantham emphasizes the importance of understanding market cycles and the potential for stagnation in returns [1]

Big money is moving in:🔹 Coinbase launched "Agentic Wallets" for AI bots 🤖🔹 Crypto.​com CEO acquired AI.​com for $70M🔹 OpenClaw founder joins OpenAI to build personal agents6/7 ...

Core Insights - Avenue Z has acquired Varfaj, enhancing its capabilities in AI-powered, agent-led commerce experiences [1][2] - The acquisition positions Avenue Z as a comprehensive growth engine in eCommerce, integrating performance media, AEO, and eCommerce development [3][5] - Varfaj's expertise in Shopify development will complement Avenue Z's existing services, optimizing eCommerce for consumers and AI agents [2][4] Company Overview - Avenue Z is a hybrid agency focused on driving revenue and reputation for fast-moving brands, utilizing AI and data-driven strategies [7] - Varfaj, founded in 2018, specializes in Shopify development and has delivered over 200 storefronts, emphasizing performance optimization for growth [8] Strategic Implications - The integration of Varfaj will allow Avenue Z to scale its operations and enhance its service offerings, aiming to help brands grow from startup to nine-figure revenues [4][5] - The acquisition reflects a trend towards convergence in digital marketing, combining performance media, design, and cultural influence to enhance customer experiences [6] Performance Metrics - Avenue Z has driven over $1 billion in eCommerce revenue through client campaigns, completed over 500 Shopify builds, and secured more than 25,000 earned media placements [6]

By Suzanne McGee and Noel Randewich PROVIDENCE, Rhode Island, Feb 17 (Reuters) - Tiger Global Management and Adage Capital Partners were among investors that trimmed their holdings of some AI heavyweights including Nvidia and Amazon during the fourth quarter of 2025, according to U.S. Securities and Exchange Commission disclosures. The quarterly 13-F filings provide insight into how some ‌major investors have been reacting to growing worries that valuations of the "Magnificent 7" AI giants -- a cohort ...

参展商在社媒平台上抱怨无法进入自家展台。 社媒 可穿戴人工智能初创公司NeoSapiens创始人亚达夫在社媒平台X上讽刺道，公司在差旅、住宿和展位上 投入巨大，"却看到我们的可穿戴设备在高度安全区内消失"。 【文/观察者网 王一】当地时间2月16日，为期五天的印度人工智能影响力峰会拉开帷幕。然而，据英 国广播公司（BBC）、路透社等外媒报道，这场意在彰显印度在人工智能（AI）领域挑战中美科技巨 头雄心的盛会，首日就因组织混乱、后勤不畅、展台产品被盗而遭到与会者吐槽，网上铺天盖地一片批 评声。 据报道，此次峰会以"人、进步、地球"为主题，由印度电子和信息技术部主办，被宣传为全球南方举办 的首个、有史以来规模最大的AI峰会。19日，印度总理莫迪将在峰会上发表讲话。 预计共有来自100多个国家的代表参加峰会，包括OpenAI首席执行官萨姆·奥尔特曼、谷歌公司首席执行 官桑达尔·皮查伊等科技企业高管。英伟达首席执行官黄仁勋原计划赴新德里参会，但最终因"不可避 免"的原因无法出席。 但BBC称，AI峰会首日就因新德里国际会展中心拥挤不堪、管理不善而饱受诟病。16日下午，社交媒 体上充斥着创始人、参展商和代表们的投诉，他 ...

Josh Kushner's Thrive Capital is doing just that, thriving. Its 10th fund raising more than $10 billion, having to turn money away exclusively. And that's as their early concentrated investments are showing such success.They're in the who's who of the most valuable private companies in SpaceX, in OpenAI, and Stripe backing these founders early and recommitting to them as they scaled. And now Open AI is looking to raise funds at an $830 billion valuation. We're up more than 30fold.SpaceX now worth $1.25% $.2 ...

Investors and analysts alike swiftly recognized the disruptive potential of ChatGPT when OpenAI publicly released it in November 2022. Generative AI quickly transformed from a novelty to a genuine tool that helps people be more productive by simplifying workflows and providing analysis. But disruption can be difficult for affected industries. Much as ridesharing impacted the taxi industry or streaming services upended cable television, generative AI is threatening to draw revenue away from more establishe ...

Group 1 - Reverend Jesse Jackson, a civil rights icon and two-time Democratic presidential candidate, passed away at the age of 84, leaving behind a legacy of fighting for justice and equality [2][3][4] - Jackson was a key figure in the civil rights movement, known for his work with the Southern Christian Leadership Conference and the Rainbow PUSH coalition [3] - His family emphasized his role as a servant leader and encouraged others to continue advocating for the values he represented [4] Group 2 - Thomas Pritzker, executive chairman of Hyatt Hotels Corp., resigned due to his ties with Jeffrey Epstein, expressing regret over his relationship and acknowledging poor judgment [5][6] - Pritzker's resignation adds to a growing list of business and political leaders stepping down as more details about Epstein's dealings emerge [6] Group 3 - An artificial intelligence summit is taking place in India, featuring prominent tech leaders such as OpenAI's Sam Altman and Alphabet's Sundar Pichai, while Nvidia's Jensen Huang has withdrawn [8] - OpenAI announced the addition of Peter Steinberger, creator of the AI agent OpenClaw, amid increasing competition in the generative AI sector, with Anthropic reporting an 11% growth in daily active users following a recent ad campaign [8] Group 4 - Apple is set to launch an integrated video podcasting experience in the spring, enhancing its offerings to compete with platforms like Spotify and YouTube [10][11] - Snap is introducing creator subscriptions, allowing content creators to earn income directly from followers through paid memberships, similar to models used by Patreon and Substack [12]

Core Insights - Infosys has partnered with Anthropic to develop enterprise-grade AI agents, aiming to reshape the global IT services industry through automation driven by large language models [1][2] Group 1: Partnership Details - The partnership will integrate Anthropic's Claude models into Infosys' Topaz AI platform to create "agentic" systems capable of autonomously managing complex enterprise workflows across various sectors, including banking, telecoms, and manufacturing [2] - Infosys will utilize Anthropic's Claude Code for writing, testing, and debugging code, and is already deploying this tool internally to enhance expertise for client projects [4] Group 2: Industry Context - The collaboration comes amid concerns that AI tools from major labs like Anthropic and OpenAI could disrupt India's $280 billion IT services industry, which is heavily reliant on labor-intensive outsourcing models [3] - Following the launch of Anthropic's enterprise AI tools, shares of Indian IT companies experienced a significant decline, highlighting the market's sensitivity to AI advancements [3] Group 3: Financial Impact - AI-related services contributed ₹25 billion (approximately $275 million), or 5.5% of Infosys' total revenue of ₹454.8 billion (around $5 billion) in the December quarter [5] - In comparison, Tata Consultancy Services reported that its AI services generate about $1.8 billion annually, accounting for around 6% of its revenue [5] Group 4: Strategic Importance - For Anthropic, this partnership provides access to regulated enterprise sectors where deploying AI at scale necessitates industry expertise and governance capabilities, with Infosys' experience in financial services, telecoms, and manufacturing being crucial [6] - Anthropic has also opened its first office in India, which has become its second-largest market, accounting for about 6% of global Claude usage, primarily in programming [9][10]