Wed. 09/20 – Even AI Could Benefit From An Encouraging Word

Wed. 09/20 – Even AI Could Benefit From An En...

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I Don’t Think You Understand What “Sandboxed” Means

Anthropic revealed Claude broke into three real organizations during cybersecurity tests it thought were simulations. Apple slid 10% as component shortages hit its outlook, Amazon jumped on accelerating AWS growth and a $220B capex plan, and Aschenbrenner's fund cratered 67%. Ant ...  Show more

The AI Trade

Microsoft surged 15% on its fastest cloud growth since 2022, while Meta slid 10% defending its AI spending. Aschenbrenner's hedge fund unwound positions after the AI rout, the EU targeted ChatGPT under the DSA, and airlines let AI set fares. Microsoft's Shares Surge on Fastest Cl ...  Show more

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The iPhone enters the AI era
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Apple's iPhone 16 event will be closely watched for AI features. (0:17) The August CPI will likely determine how much the Fed cuts. (3:41) GameStop sees elevated options activity ahead of earnings. (5:48) Show Notes 50 stocks to invest during the bull steepening – Part 1 50 stock ...  Show more

Supreme Court Saves Social Media, Montana Bans TikTok, and Sam Altman Wants AI Regulation
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EU regulators say 'game on' for the Microsoft-Activision deal, WeWork's CEO is stepping down, and the latest call for AI regulation is coming from inside the house. Kara and Scott discuss the weak plan to ban TikTok in Montana. And Elon Musk continues to Elon Musk, saying he’s wi ...  Show more

Tech News: Is TikTok's Clock Running Down in the US?
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The US Senate introduces a bill that could give the President the power to ban TikTok (and other foreign tech products and services). Microsoft introduces an AI platform for enterprises. Cambridge Analytica resurfaces in the news down under. And Meta plans to hold more layoffs so ...  Show more