AI fears are dragging traditional IT stocks lower. But beneath the noise, a new set of infrastructure and platform players is riding the AI spending wave. Here’s where the real play may be building.

AI Hasbro CEO still has 'so much AI-based' grist in his own D&D games 'it would floor you', but he's not putting it in MTG cards or D&D books because people 'just don't want it' AI Microsoft CEO says ...

AI improves renewable energy forecasting accuracy by up to 33%, helping grid operators better integrate solar and wind resources. Predictive maintenance powered by AI reduces equipment downtime by ...

Figma and Anthropic are partnering on AI coding tools that integrate Claude Code. Software stocks have sold off as AI tools threaten to upend the industry. Figma reports earnings Wednesday. The stock ...

According to the music streaming platform Spotify and its co-CEO Gustav Söderström, the company's best developers "have not written a single line of code since December.” Yet Spotify continues to roll ...

In a move to stay ahead of the widespread investor concerns of artificial intelligence applications displacing creative design software, Figma (FIG) has partnered with Anthropic (ANTHRO), a leading AI ...

In 2024, Stanford researchers let loose five AI models — including an unmodified version of OpenAI’s GPT-4, its most advanced at the time — allowing them to make high-stakes, society-level decisions ...

There’s an iconic scene at the end of the 1985 film “Back to the Future” when Doc Brown returns from 2015 to warn Marty McFly and his future wife, Jennifer, that their future children have “problems.” ...

As models like Gemini and Claude evolve, their simulated personalities can drift in strange directions—raising deeper questions about how AI systems think and decide.

Has AI coding reached a tipping point? That seems to be the case for Spotify at least, which shared this week during its fourth-quarter earnings call that the best developers at the company “have not ...

The debut of Claude Code Security brought Anthropic into direct competition with the biggest pure-play cybersecurity vendors in the world, and investors have noticed. See Also: Why HSMs Are Critical ...

People often blame social media algorithms that prioritize extreme content for increasing political polarization, but this effect has been difficult to prove. Only the platform owners have access to ...