Wall Street Analyst Sees Between 19% to 37% Upside in These 5 AI Chip Stocks
Piper Sandler initiated coverage of Nvidia, Broadcom, AMD, Arm, and Marvell, all with "overweight" ratings.
Artificial intelligence
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Elon Musk’s xAI is suing OpenAI and Apple
Elon Musk’s X Corp. and xAI companies are suing Apple and OpenAI, claiming ChatGPT iPhone integration and App Store rankings stifle competition.
What is AI, how do apps like ChatGPT work and why are there concerns?
AI is transforming modern life, but not without worry for some that it may be abused or have an adverse environmental impact.
Top AI companies have discussed creating their own standards body
Anthropic, Google and OpenAI have discussed creating an AI industry standards body, people familiar with the situation told CNN.
The coming AI war will be about whether truth can triumph over propaganda
Marc Andreessen and Sam Altman warn that AI censorship battles between the U.S. and China could shape what billions of people believe about history and politics.
Microsoft adds Grok to Word, Excel, and PowerPoint.
Microsoft added SpaceXAI’s Grok models to its Foundry service last year, and now it’s expanding the access to Copilot itself. Grok models can now be used in Word, Excel and PowerPoint from the model picker interface for Microsoft Frontier users. Microsoft says it’s starting with a preview release to “gather feedback.” This means Office Copilot users can now pick between OpenAI’s GPT models, Anthropic’s Claude models, and SpaceXAI’s Grok models. [Image: Grok inside Microsoft Excel. https://platform.theverge.com/wp-content/uploads/sites/2/2026/09/grokoffice.jpg?quality=90&strip=all]
China: AI CEOs are “fear mongering.”
When asked about the flurry of weekend blog posts and tweets from the CEOs of Anthropic, OpenAI, Microsoft, SpaceX, (and Alphabet’s Hassabis) calling for a coordinated slowdown on the development of advanced AI models, a spokesperson for China’s Foreign Ministry said, “Fear mongering, confrontation, competition will just disrupt [the] process of global AI governance.” That partially aligns with Trump’s view that the execs are overreacting and “bringing up things that won’t happen,” but at least Beijing supports international regulation. [Link: China says AI CEOs' call for a slowdown is 'fear mongering' | https://www.cnbc.com/2026/09/14/china-ai-slowdown-us-tech-ceos.html | CNBC]
Sam Altman: Let’s slow down.
Last night, the OpenAI CEO lent additional support to Anthropic’s CEO urging AI companies to slow down advanced model development. “When we talk about ‘pacing,’ we do not mean ‘stopping.’ Progress has been rapid and will continue to be. But it should be slower than it otherwise could be,” said Altman. That statement seems targeted at Trump and Co who fear letting China catch up. “No amount of American competitive pressure should justify recklessness, or let capabilities get ahead of alignment and monitoring.” “Where we will need the help of our government is for international coordination. But first we should do what we can ourselves,” Altman added. [Link: OpenAI boss Sam Altman spells out how and why the AI industry wants to slow down: 'We could lose control' | https://www.cnbc.com/2026/09/14/sam-altman-ai-slowdown-anthropic-amodei-musk.html | CNBC]
Select committee calls for bill to address AI threat to human rights
A cross-party group of MPs and peers identifies human rights risks that existing laws appear not to cover.
Tech firms hit by AI slowdown call with Fed expected to hike rates
Tech firms tumbled Monday after leaders of companies at the forefront of the AI boom backed calls for a slowdown in development in the sector amid warnings t...
Trump dismisses calls for AI slowdown from leading tech CEOs
Trump downplays AI risks, saying he wants to maintain the US’s lead over China in the emerging technology.
Anthropic CEO likens AI fight with China to Cold War, seeks 'disarmament negotiations'
Anthropic CEO Dario Amodei compared the AI race with China to Cold War nuclear tensions, urging arms limitation-style talks to slow growing technology.
Mike Johnson rejects AI moratorium over China threat as conservative activist demands guardrails
House Speaker Mike Johnson rejected an AI moratorium, warning China could overtake the U.S. as Anthropic, Elon Musk and Sam Altman push for a slowdown.
Hewlett Packard Enterprise Raises 2027 Outlook as AI Networking Demand Surges
Hewlett Packard Enterprise (NYSE:HPE) Chief Strategy Officer Shannon Cross said the company is seeing strong demand across networking, storage and traditiona...
Viral AI Dommer Tweet: Engineered Panic?
Potentially orchestrated headlines and regulatory capture attempts are clouding AI investor sentiment.
Trump and Mike Johnson think the AI industry is overreacting
The Republicans fear slowing down AI development could give China the edge.
What's behind the AI industry’s latest warnings of doom? | TechCrunch
On Equity, we discussed the AI industry's latest debate about whether it poses an existential threat to humanity.
What’s behind the AI industry’s latest warnings of doom?
On Equity, we discussed the AI industry's latest debate about whether it poses an existential threat to humanity.