AI Boom Powers Explosive Earnings Growth
Trillion-dollar AI spending by hyperscalers fuels market earnings growth. It drives productivity and IPO demand, but labor market risks emerge as firms eye AI job replacements.
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AI Capex Drives Strongest EM Earnings in 20 Years
Emerging-market stocks are poised for their strongest earnings growth since the 2002-04 super-cycle. This surge is powered by booming AI capital expenditures. Morgan Stanley notes this is reshaping the EM asset class.
OpenAI and Meta Face Data Center Backlash
OpenAI and Meta are seeking help to address growing public opposition to their AI data center plans. The effort highlights the increasing public-relations challenges surrounding large-scale AI infrastructure expansion.
Enterprises Hedge Against AI Agent Control-Plane Risk
VB Pulse data shows enterprises are adopting multiple AI orchestration platforms instead of relying on a single vendor. The survey also highlights persistent concerns about security, permissions, token usage, cost visibility, and the ability to stop runaway agent spending in real time.
Senators Challenge TikTok’s Algorithm Safety Test
US senators are pressing TikTok for answers about an experiment that reportedly withheld an algorithm safety feature. A teenager who later died by suicide was reportedly included in the test.
How a 23-Year-Old Is Simplifying AI Video
At 23, Sean Grindal is building around the belief that AI tools increasingly fail because they are difficult to use, not because they lack capabilities. His approach focuses on making AI video creation more accessible as competitors continue adding features.
AI Authorship Signs Now Appear Across One-Third of the Web
A new Pew Research Center study finds signs of AI authorship across roughly one-third of web pages published since ChatGPT launched in late 2022. The finding highlights the rapid spread of AI-assisted content creation across the open web.
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.