Topic: software

'Big Short' Investor Steve Eisman Warns of AI Boom’s Dependence on OpenAI and Anthropic

08/13/2026, 06:37 AM business research ai software

Steve Eisman highlights a significant risk in the AI sector, noting that the industry's growth is heavily reliant on OpenAI and Anthropic, which could pose challenges for major tech companies if these startups falter.

Analysts Bank of America raised Nebius Group (NBIS) target price to $310, expecting upside +20% amid strong AI demand

08/13/2026, 04:36 AM investing rating_growth Analysts: analysts, Bank of America ai software

Bank of America has raised its price target for Nebius Group, reflecting confidence in the company's growth potential amid the AI boom, despite a recent dip in share price.

Analysts expect data center stocks to gain traction as consumer inflation remains tame

08/12/2026, 05:36 PM investing review Analysts: analysts internet software

The article highlights key stock movements and upcoming economic indicators that could influence market performance, particularly focusing on data center stocks and major companies like Apple and Cisco. Investors should pay attention to these developments as they may impact trading strategies and market sentiment.

Stock Futures Steady as Traders Anticipate Inflation Data; Coherent, Cerebras Systems, and Cisco Systems Report Mixed Earnings

08/12/2026, 04:36 PM review ai software

Investors should note the mixed performance of several tech companies following their earnings reports, with some exceeding expectations while others fell short, impacting their stock prices significantly.

Jim Cramer Highlights Resurgence of AI Data Center Stocks Led by Nvidia, Intel, and Super Micro Computer

08/12/2026, 03:35 PM economy review ai software

Jim Cramer highlights a resurgence in AI data center stocks, driven by strong demand and positive earnings reports, suggesting a recovery in this sector after a period of decline.

Cisco (CSCO) Shares Decline Despite Strong Earnings and Revenue Forecast

08/12/2026, 02:36 PM economy stock_drop ai software

Cisco's shares fell in after-hours trading despite reporting stronger-than-expected earnings and revenue, highlighting a disconnect between positive financial results and market sentiment.

Stocks Rise on Positive Inflation Data and Strong Earnings from Neocloud Companies

08/12/2026, 10:37 AM economy review ai software

Wednesday's inflation report showed easing consumer prices, which positively influenced stock markets and reduced the likelihood of an interest rate hike by the Federal Reserve. Additionally, strong earnings from AI cloud companies boosted investor sentiment.

Analysts recommend buying Arista Networks (ANET) shares as AI infrastructure demand grows

08/12/2026, 08:36 AM investing recommendation Analysts: analysts ai software

Arista Networks is positioned to benefit significantly from the growing demand for AI infrastructure, particularly in networking, as evidenced by its recent stock performance and strong revenue growth projections.

Google Unveils Pixel 11 Smartphone Lineup Featuring Advanced AI Capabilities with Gemini Intelligence

08/12/2026, 07:36 AM economy announcement ai software

Google's launch of the Pixel 11 smartphone lineup, featuring its advanced Gemini AI, positions the company to compete directly with Apple as both firms enhance their AI capabilities in mobile devices. This development could influence consumer upgrade decisions and reshape smartphone interactions.

Meta and Nvidia Launch Open-Source AI Models to Compete with Chinese Labs

08/12/2026, 05:36 AM economy announcement ai software

Meta and Nvidia have launched new open-source AI models, Muse Spark 1.2 and Nemotron 3.5 Lightning, respectively, aiming to compete with proprietary offerings and address concerns over Chinese AI models. This move is significant as it reflects a strategic shift towards open-source solutions in the U.S. tech landscape.