BetaShares Global Quality Leaders ETF (QLTY)
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BetaShares Global Quality Leaders ETF (QLTY) News
Reported September 8, 2026: 'Tylenol Use In Pregnancy May Be Linked With Uterus, Ovary Changes In Daughters' - Reuters News
Reported September 8, 2026: 'Tylenol Use In Pregnancy May Be Linked With Uterus, Ovary Changes In Daughters' - Reuters
Meta Trending After Unveiling Muse, Its First Personal AI Agent
Meta Platforms Inc. (NASDAQ:META) is trending Wednesday after the company announced Muse, a personal AI agent designed to proactively help users manage tasks and achieve goals.Muse: Meta's AI Agent
AI Will Transform the World, but Legendary Investor Warns Its Arms Race Has a Familiar Trap
Three decades after Alan Greenspan warned of "irrational exuberance," Howard Marks says one half of that phrase is beyond dispute. "There's no question about the fact that we have exuberance," the
Express News | "The Big Short" investor Michael Burry's latest portfolio adjustment: Lululemon becomes the largest holding, with short positions accounting for over 21%
On September 9, Michael Burry, the real-life inspiration for "The Big Short," disclosed his latest portfolio adjustments via his Substack account. His largest long position is currently Lululemon, accounting for 17.4% of the portfolio, followed by MercadoLibre at 12%. The second tier includes Molina Healthcare and Temple & Webster, each representing 9%. Additionally, Burry holds long positions in Adobe, Zoetis, JD.com, HCA Healthcare, Flutter Entertainment, Fannie Mae, Freddie Mac, Sprouts Farmers Market, PayPal, Veeva Systems, Birkenstock, Build-A-Bear Workshop, and NVIDIA, with the latter also used for hedging purposes. On the short side, Burry’s current short positions, ranked by size, include the iShares Semiconductor ETF, Micron Technology, NEBIUS, CoreWeave, Oracle, Palantir, NVIDIA, Caterpillar, and the Invesco QQQ Trust. Notably, put options on the QQQ account for approximately 6% of the portfolio. Overall, his short positions exceed 21% of the portfolio, excluding put options, indicating that he continues to bet against the valuations of certain technology and AI-related assets. Furthermore, Burry has completely exited his short positions in Tesla and Applied Materials, closing them at a profit; he also sold all put options on the SOXX ETF and shifted the exposure into a larger position in QQQ put options. Following these latest adjustments, Lululemon has risen to become his largest holding after an increase in position size, while his overall portfolio maintains a distinct barbell strategy: going long on select consumer and healthcare stocks while shorting certain technology and AI assets.
Zuckerberg goes all out on US-based Jarvis
On September 8, U.S. local time, Meta launched Muse, touted as the "world's first personal AI agent." The service is available to users aged 18 and older in the United States via iOS, Android, muse.ai, and WhatsApp, with plans to integrate it into Meta's AI glasses in the future. The key distinction between Muse and conventional chatbots is its ability to execute tasks on behalf of users. Upon receiving a goal, Muse can independently open browsers, search the web, fill out forms, send emails, book itineraries, and purchase products. It continues processing tasks even after the user closes the app.
Meta’s “Llama” Counterpart: Zuckerberg’s High-Stakes AI Assistant “Muse” Officially Launched
On September 8, Meta officially launched Muse, a 24/7 personal AI assistant powered by cloud-based virtual machines. The system features round-the-clock operation, nightly reflection capabilities, and proactive planning functions. Regarding its business model, Meta provides 100 million tokens free of charge each week, with plans to generate revenue by facilitating commercial transactions for users and charging a "micro-commission." To ensure data security, Meta has recruited the founder of Signal to develop a highly confidential virtual machine architecture.
'Stop Demanding Taxpayer Subsidies:' GOP Senator Slams AI Data Centers Over Water, Power and Tax
Sen. John Kennedy (R-La.) criticized the rapid expansion of AI data centers, arguing that technology companies should shoulder more of the environmental, energy and financial costs associated with
Visa utilizes on-chain lending to provide working capital for stablecoin cards, marking the first entry of DeFi into the credit card backend infrastructure.
The integration of DeFi into the credit card backend has effectively installed an automated finance department within Visa’s settlement system.
How Visa’s Stablecoin Card Settlement Financing Works: A $250 Million Pilot Featuring Smart Contract Escrows, Daily Data Verification, and Zero Defaults
Stablecoin cards are emerging as one of the fastest-growing segments on the Visa network, yet the primary bottleneck for early-stage projects is not demand, but daily settlement funding gaps.
Apple and Google Face UK Mandate to Block Explicit Content on Children's Phones as Talks Stall
The UK government has announced plans to enforce legislation requiring Apple Inc. (NASDAQ:AAPL) and Alphabet Inc.'s Google (NASDAQ:GOOGL) (NASDAQ:GOOG) to block explicit images on children's
The session closed with a gradual pullback in activity.
The Nikkei Stock Average continued its slight decline, closing down 126.55 yen at 65,142.78 yen (estimated trading volume: 2.3 billion shares). Influenced by the previous day's drop in major U.S. indices, including the Dow Jones Industrial Average, the market opened with selling pressure, and the Nikkei briefly dipped to 65,076.19 yen shortly after the opening. However, buying interest emerged ahead of the psychological 65,000 yen level as investors sought a technical rebound, supported by the resilience of some U.S. semiconductor-related stocks, which helped lift morning-declining semiconductor and artificial intelligence (AI) related shares.
$30 Trillion Knowledge Work, $30 Trillion Consumer Market—Navigating the Era of AI Inference
Morgan Stanley believes that AI will reshape the $20–30 trillion knowledge-work market and the $30 trillion consumer market, with corporate AI spending potentially reaching $800 billion by 2027. Open-source models are driving down token prices, triggering explosive growth in demand; multiple monetization pathways are yielding returns of 25%–50%. Global computing capacity is projected to surge from 35 GW to 145 GW, but power supply and regulatory bottlenecks have become the most critical physical constraints for the next phase.
Is AI computing power perpetually insufficient? IREN CEO: Supply curve struggles to keep up with demand
① The CEO of IREN stated that global computing power supply may never keep pace with AI demand, noting that the current boom in AI data center construction differs fundamentally from past investment cycles; ② IREN has transformed from a cryptocurrency mining company into a new cloud computing firm backed by NVIDIA, raising approximately $19 billion over the past 12 months for AI infrastructure development.
OpenAI’s enterprise business shows “strong momentum,” with CFO reporting a 32% month-on-month growth in July
OpenAI's enterprise business growth momentum is accelerating further. According to CNBC, OpenAI Chief Financial Officer Sarah Friar stated at a Goldman Sachs conference that the company's enterprise business has recently performed "very strongly." She revealed that OpenAI's overall annualized revenue run rate increased by 20% month-on-month from June to July, with the enterprise business growing by 32% month-on-month in July. Friar noted that while OpenAI's consumer business is also growing at a "quite robust pace," the performance of the enterprise business is more prominent. Enterprise customers are becoming an important driver of OpenAI's commercial expansion.
OpenAI Releases ChatGPT Images 2.5: Generation Speed Increased by Up to 50%, AI-Powered Editing Offers Precise Control
The new Sketch feature enables AI to generate complete images from sketches drawn directly by users in ChatGPT. New templates help users quickly create common visual content, such as posters and product images. Users can add comments directly on images and circle areas requiring modification, allowing the AI to alter only specified sections without the need to repeatedly rewrite prompts. OpenAI has also launched the GPT-Image-2.5 Flare and GPT-Image-2.5 Sunburst API models for developers; the former prioritizes speed, while the latter targets professional creative workflows.
Express News | Meta Launches AI Assistant for Personal Task and Schedule Management
Meta Platforms has unveiled Muse, a new artificial intelligence agent designed to perform various tasks on behalf of users. Muse can help automate activities such as online shopping, purchasing movie tickets, scheduling appointments, and filling out forms, and will initially be available to users in the United States. Meta aims to eventually offer Muse to the billions of users across its social media platforms, including Instagram, Facebook, and WhatsApp, with both free and paid versions available.
Performance Matches Competitors Yet Prices Rise 2.5-Fold Against the Trend: Can OpenAI’s “Pay-for-Performance” Model Break Through Corporate Spending Ceilings?
GPT-6 Astra tied for first place with Claude Fable 5.1 in independent evaluations. While their performance is comparable, their pricing strategies diverge sharply: Astra set its API unit price at 2.5 times that of its predecessor, whereas Fable 5.1 reduced the price for cache hits by 75% compared to the previous generation. Analysts suggest that OpenAI’s long-term intention is to shift from a "pay-per-token" model to a new business model based on "pay-for-performance."
Does Michael Burry Have It Wrong? Nvidia Chips Retain Value, Data Shows
Six-year-old A100 chips from Nvidia Corp. (NASDAQ:NVDA) are still valued at nearly $5,000 each, complicating Michael Burry's warning that Big Tech may be overstating profits by depreciating AI
9 Communication Services Stocks With Whale Alerts In Today's Session
This whale alert can help traders discover the next big trading opportunities.Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity
$100 Invested In Arista Networks 5 Years Ago Would Be Worth This Much Today
Arista Networks (NYSE:ANET) has outperformed the market over the past 5 years by 43.23% on an annualized basis producing an average annual return of 54.66%. Currently, Arista Networks has a market