SLGI ASSET MANAGEMENT INC MFS BLENDED RESEARCH LOW VOL GLOBAL FUND (SBLG)
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SLGI ASSET MANAGEMENT INC MFS BLENDED RESEARCH LOW VOL GLOBAL FUND (SBLG) News
10 Information Technology Stocks Whale Activity In Today's Session
Nvidia Is Backstopping AI Boom as 'Buyer of Last Resort,' Prominent Economist Tells 'Prof G'
Microsoft Stock: Why Satya Nadella's $44 Million Sale May Not Spook Investors
'Anthropic's In-House Payments Tech Push Could Chip Away at Stripe' - The Information
The trillion-dollar “arms race” enters a phase of full-speed expansion! From chips to software, which of the 65 core U.S. AI concept stocks is burning cash the fastest?
The capital expenditure race for AI infrastructure: These tech stocks are ramping up spending.
Cost per million tokens drops below $1! Goldman Sachs: “Volume surge, price collapse” shakes the logic of AI capital expenditure.
Goldman Sachs’ latest report shows that the SDLLMTK index, which measures AI inference pricing, plummeted by 29% in August alone, falling below the $1 per million tokens threshold for the first time and marking a cumulative 50% decline from its peak. Price cuts, user migration to low-cost open-source models, intensifying competition, and local inference are structurally eroding the per-token pricing model. The widening divergence between rising volume and falling prices is dismantling the core narrative that “more tokens equal more revenue.”
High-beta U.S. stocks surged, with Snowflake rising 16% and Tesla gaining over 5%, as AI earnings reports combined with Waller's dovish pivot fueled risk appetite.
Dell Technologies shares rebounded by nearly 25% from pre-earnings levels, as its results indicated that AI spending continues to flow into servers, networking, and data center infrastructure. Snowflake’s strong performance and raised full-year guidance further fueled the narrative that AI is becoming a new engine for software growth. Concerns over power shortages in AI data centers intensified, driving Bloom Energy’s shares up nearly 10% during intraday trading. Cryptocurrency-related stocks, including Robinhood and MicroStrategy—a major Bitcoin holder—surged by double digits intraday, highlighting a return of risk appetite. However, Broadcom’s shares fell nearly 7% following its earnings release, reflecting the market’s increasingly stringent expectations for AI-related financial performance.
Elastic To Bring OpenAI GPT Cyber Models Into Elastic Security
SentinelOne Announces An Expanded Set Of Offerings For Wayfinder Frontier AI Services, Powered By OpenAI Daybreak Models Through The Daybreak Defense Network
OpenAI Introduces Daybreak For Frontline Defenders; Committing $1B In Subsidized Daybreak Access, Training, Technical Support, And Partnerships To Help Frontline Defenders Protect Essential Services
OpenAI's Sam Altman Posts On X "We Are Working Towards Getting Astra In Everyone's Hands As Quickly As We Can; I Know It Is Frustrating And I Appreciate The Patience. It Should Be Quick."
"Welcome to the AGI Era"! OpenAI Releases GPT-6 Astra, Trained on 100,000 GPUs, with Cybersecurity Capabilities Reaching "Critical" Level for the First Time
Astra API is priced at $10 per million input tokens and $50 per million output tokens, approximately 2.5 times the cost of GPT-5.6 Sol. OpenAI stated that Astra has met the company’s internal threshold for “critical” cybersecurity capabilities for the first time. The model can identify previously unknown software vulnerabilities and develop corresponding exploits with minimal human intervention, although its most advanced features are not yet fully available.
Wall Street Rallies as Fed's Waller Hints at September Rate Hold: Stock Market Today
10 Information Technology Stocks With Whale Alerts In Today's Session
Snowflake Signals Surging AI Data Cloud Demand; Broadcom Sees Strong Chip Demand Through 2028; Yen Strengthens
'Nvidia's New RTX Spark Laptops Launch In October With Two Different Configs; Nvidia's N1X Laptop Will Ship In Two Different Configurations For Laptops And Mini PCs' - The Verge
Major AI Platforms Experience Simultaneous Outages: ChatGPT, Claude, and Grok Report Service Disruptions
Google's Gemini is currently unaffected. The outage is speculated to be related to Microsoft Azure, as all three AI platforms rely on Azure for cloud computing services, although their computational architectures also incorporate other providers such as Google.
OpenAI Says It Is Investigating Elevated Errors Across ChatGPT And Codex; Status Page Shows Degraded Performance With 15 ChatGPT Components And 4 Codex Components Affected
How To Trade SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, And TSLA
Jensen Huang Says AI Is a 'Five-Layer Cake.' Nvidia Is Just One Slice