Yardeni Predicts Prolonged AI Scare
Edward Yardeni of Yardeni Research views the market rotation away from AI and tech stocks as a healthy rebalancing. He anticipates the AI scare could persist through the middle of the year.
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Stock Rotation Further to Go Post-AI Scare
JPMorgan's Karen Ward says US stock rotation after the 'AI scare trade' has much further to go. Investors are right to target the 'price to perfection' AI story. Comments made on Bloomberg Television.
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Tech Stocks Recover as AI Fears Fade
Tech stocks rebounded Wednesday as investors bought the dip following AI-driven market battering. Bloomberg Intelligence's Mandeep Singh notes retreating AI scare trade.
Google Lets Readers Favor Trusted Publishers
Google is introducing a button that lets readers mark publishers as preferred sources across Search, Discover, and Google News. The feature could help publishers recover traffic as AI-powered search generates fewer direct clicks to websites.
Runlayer and Rippling End Legal Fight
Runlayer and Rippling have dropped their lawsuits, with no money changing hands. Rippling marked the resolution by releasing a competing product, leaving the dispute as a cautionary example for founders.
KCD Hangzhou Opens CFP for Agent Era Discussions
KCD Hangzhou has opened its call for papers, inviting the community to discuss cloud native technologies, observability, and large-model inference in the Agent era. The announcement targets practitioners interested in sharing or learning about the infrastructure behind AI agents.
Why Silicon Valley Misreads AI Backlash
Wired AI argues that Silicon Valley technology leaders do not understand society’s growing frustrations with AI. The article criticizes their public messaging as disconnected from legitimate concerns about AI’s impact.
GitHub Outage Update: Reliability Work Ahead
GitHub provides an update on the August 17 outage and outlines ongoing work to improve platform reliability. The supplied excerpt does not include specific root-cause findings or remediation details.
Anthropic Targets a Record-Breaking IPO
Anthropic reportedly expects its IPO to match or exceed SpaceX's record $75 billion raise and could file publicly as soon as the end of this month. The company reportedly recorded an almost $42 billion net loss in 2025, about five times the previous year's figure.
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Alibaba Bets Nearly $10 Billion on AI
Alibaba’s profit plunged after it raised quarterly capital expenditure for AI to nearly $10 billion. The report also examines Meta’s growing role as a Microsoft AI customer and Castelion’s plans to scale hypersonic missile production.