🚀 AI boom sends chipmakers and Big Tech valuations flying
Money chased anything with silicon, and chip names soaked up the buzz. Trillion-dollar badges are starting to look… oddly routine.
But the frenzy has a tell - capital is rotating toward firms with clearer AI monetization, not just vibes.
Still, records fell, and yes, everyone mentioned GPUs at least twice.
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💸 Alphabet’s cash flow wins, even as AI spend surges
Tech giants keep shoveling cash into AI infrastructure - data centers, power deals, custom chips - the whole lot.
Oddly enough, Alphabet’s discipline on cash flow charmed markets more than raw capex bravado.
Investors like AI dreams, but they love free cash flow; inconvenient truth, or so it seems.
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🧱 OpenAI lines up a blockbuster IPO
OpenAI is sketching a path to a listing that could land near the once-unthinkable trillion mark.
It signals a pivot from research-lab mystique to full-on industrial AI operator - compute deals, supply chains, and lots of lawyers.
Ambition is the easy part; execution across power, chips, and margins is the hard bit.
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🫧 Bill Gates calls it a bubble - the useful kind
Gates says yes, there’s froth, but it rhymes with the dot-com era - messy, transformative, net-positive.
Translation: expect shakeouts and some faceplants, yet also platforms that stick for decades.
It’s the awkward middle where hype and utility overlap - annoying, but historically lucrative.
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🛡️ Cybersecurity’s love-hate with AI
Startups are using AI to triage alerts, stitch signals, and automate response - the secret-sauce bit.
Attackers are doing the same, which is… inconvenient. The arms race is now model vs. model.
Investors still like the category, but proof-of-value beats shiny demos every day.
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🧑💻 Teen boys turn to AI companions
A new survey suggests boys are leaning on AI chatbots for therapy, romance, and everything blurry in between.
Helpful or risky - depends who you ask. The intimacy feels real to users; the guardrails… not always.
Society is beta-testing emotional infrastructure with production traffic, which is a wild idea when you think about it.
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