AI Companies

Panmure Liberum’s head of market strategy, Joachim Klement, now expects the S&P 500 to end 2027 at 5,000 points. He warns that unwinding the artificial intelligence (AI) trade could spark the worst crash since the global financial crisis. Borrowing Costs Close In on the AI Build-Out Klement’s 5,000 target implies a roughly 36% drop from…

Taiwan Semiconductor Manufacturing Co. (TSMC) said September revenue rose 54.6% from a year earlier to NT$511.86 billion ($16.03 billion). The result lifted third-quarter revenue to a record NT$1.49 trillion. TSMC’s Taiwan-listed shares closed 1.35% lower at NT$2,550 on Thursday, before the company published the figures. How September Revenue Pushed TSMC to a Record Quarter September…

Anthropic released Claude Haiku 5.5 on October 7, pricing its newest model about 75% below Haiku 4.5 on average.  The company continues to ship new models ahead of its highly anticipated IPO. However, New Constructs has called Anthropic’s planned listing the “most ridiculous IPO of 2026.” A Cheaper Claude Model Arrives 9 Days After Sonnet…

Dan Ives named Nvidia, Microsoft, Palantir, Apple, and CrowdStrike as his top 5 tech stock picks. He argued that investors still underestimate a $4 trillion AI spending wave. The 5 stocks have taken very different paths this year. CrowdStrike has more than doubled since the start of 2026, while Microsoft and Palantir have each gained…

Michael Burry says Anthropic's valuation could buy 78 S&P 500 companies, and he compares it with UPS's 1990s pre-IPO peak. The post Michael Burry Calls Anthropic's Valuation a Bubble Worth 78 S&P 500 Companies appeared first on BeInCrypto.

Jim Cramer says Goldman's $230 SpaceX price target shows analysts weren't guessing, though he's passing on it for his trust. The post Jim Cramer Says Goldman's SpaceX Price Target Hike Proves It Wasn't Guesswork appeared first on BeInCrypto.

Trump will award Musk and 5 tech CEOs top US science medals. OpenAI's Altman and Anthropic's Amodei are missing. The post Trump's Science Medals Go to Musk and Huang: Where Are Altman and Amodei? appeared first on BeInCrypto.

OpenAI publishes 722 AI-generated math papers after its models outgrew benchmarks. See what's solved and what's unverified. The post OpenAI Gave Its New Model 4,000 Unsolved Math Problems appeared first on BeInCrypto.

Arthur Hayes has raised a warning about the artificial intelligence (AI) data center buildout. He expects the multi-trillion-dollar boom to end in a crash and a bailout. But why does that matter for crypto? According to the former BitMEX CEO, Bitcoin (BTC) and other crypto would soak up the excess liquidity that follows. Who Pays…

SpaceX plans $40 billion in debt for Nvidia chips after a 16% five-day rally. Here is what it may mean for SPCX shares. The post Will SpaceX's $40B Nvidia Bet Help or Hurt the Stock After a 16% Run? appeared first on BeInCrypto.