got alarming but not quite surprising news out of the State Department. An unknown person used artificial intelligence to impersonate Secretary of State Marco Rubio contacting at least three foreign ministers, a US governor, and a member of the United States Congress. That's according to a State Department cable obtained by NBC News. The cable was first reported by the Washington Post. It is um so what's the problem? Well, Michael, that this is going to keep that this is going to keep happening. It is going ...

Nvidia is poised to take advantage of growing demand for sovereign artificial intelligence, Citi analysts wrote Monday. https://t.co/DQdD4T2WVc ...

CoreWeave said it has received the market’s first artificial intelligence server system based on the newest, high-end Nvidia chip, a sign of its rising stature in the competitive AI cloud-computing space. https://t.co/iHmehJbTYn ...

Core Viewpoint - Tesla's stock experienced a significant decline, dropping 5% in a single trading session, contributing to a broader market downturn influenced by investor profit-taking and tensions between Elon Musk and President Trump [1][2]. Market Impact - Tesla's news significantly affected the overall market, with the S&P 500 and Nasdaq Composite also experiencing declines of 0.1% and 0.8% respectively [1][2]. - The U.S. Senate's passage of a tax and budget bill without restrictions on state AI regulations added to the bearish sentiment surrounding Tesla [4]. Stock Performance - Tesla's stock has decreased by 13% over the past month and approximately 26% year-to-date [4]. - The company's current valuation stands at about 10 times this year's expected sales and 161 times expected earnings, indicating that substantial growth is already factored into the stock price [6]. Business Outlook - The launch of Tesla's robotaxi service in Austin, Texas, marks a step forward, but scaling the business may take time [5]. - The core auto business faces potential headwinds, with a weaker sales outlook raising concerns about the stock's risk profile [7].

AI Strategy & Development - Apple is considering using OpenAI or Anthropic to power Siri, acknowledging its in-house AI limitations [1][3] - The market anticipates an upgraded Siri enhanced by AI, but details and timing remain unclear after the developers conference [3][4] - Integrating OpenAI or Anthropic's expertise is viewed as a positive step for Apple's AI development [3][4] Market & Competitive Pressures - Tariffs and weak sales in China, due to competitive pressure and the lack of a robust AI smartphone, pose challenges for Apple [5] - China sales showed slight improvement in the March quarter compared to the December quarter [5] Potential Competition - OpenAI's $64 billion investment in Johnny Ive's company for AI device development is seen more as a defensive move than a direct threat to Apple [6][7] - The industry views OpenAI's hardware efforts as an attempt to diversify and reduce dependence on Apple and Google's ecosystems [7] Analyst Perspective - Tom Forte, a senior consumer internet analyst at Max Group, has a "hold" rating on Apple stock with a price target of $201 [1]

Is the pain trade now to the up or to the downside. I think the tendency is definitely up that the trend is up. I mean, the you know, if the ceasefire holds, it looks good now.That's a that's a tremendous plus for the markets. I think, you know, all time highs for the S&P are virtually a foregone conclusion now and and further highs after after that. I mean, Powell was flexible.Clearly, Congress wants interest rates to go down and a number of Fed officials do. That could be a positive. I think they should g ...

Core Viewpoint - Seth Klarman, a prominent value investor, has identified Alphabet (GOOG) as the only attractive investment among the "Magnificent Seven" stocks, despite the overall high valuations of the group [3][5][15] Group Analysis - Klarman's investment strategy remains flexible, allowing for investments in stocks that may not fit traditional value metrics, including growth stocks [2] - The "Magnificent Seven" stocks have generally performed well, but many are considered expensive based on traditional valuation standards, with four stocks, including Tesla, having forward P/E ratios above 30 [5][6] - Alphabet stands out as it trades below the S&P 500 average valuation, despite its strong growth potential [7][15] Alphabet's Valuation and Risks - Alphabet faces significant regulatory risks, including lawsuits that could impact its market position in web search and digital advertising [10][9] - The rise of AI chatbots poses a competitive threat, but data suggests Alphabet is not losing significant market share, and its AI features have enhanced user engagement [11][12] - The Google Cloud platform has shown strong demand, with a 28% year-over-year revenue increase and improved operating margins, indicating robust growth potential [13] Growth Drivers - Alphabet's "Other Bets," particularly Waymo, are progressing well, with significant advancements in the robotaxi business, completing 250,000 paid trips weekly [14] - The company is expected to achieve double-digit revenue growth in the foreseeable future, supported by the scaling of Google Cloud and Waymo [15]

Nvidia CEO Jensen Huang said this week he expects “everybody’s jobs will be changed" by artificial intelligence. https://t.co/7He6mkK811 ...

DeepSeek’s meteoric rise put the spotlight on artificial intelligence from China. Here are the other buzzy Chinese AI companies to watch: https://t.co/R0pcJbXwK0 #ForbesAI50 https://t.co/MY4nGZLe0l ...

Advanced Micro Devices CEO Lisa Su is set to take the stage for a keynote presentation Thursday on the chipmaker's latest developments in artificial intelligence. https://t.co/JcU3D1hTcz ...