Sizing reports, adoption curves and analyst calls on where the AI economy is heading.
313 articles
Morgan Stanley forecasts the global robotaxi market will hit $1 trillion by 2040, driven by significant cost reductions in Chinese manufacturing. Key players like Baidu, Xpeng, and WeRide are expected to lead alongside Tesla and Waymo.
SCMP Technology · 75d ago
Wall Street analysts remain generally optimistic about the US stock market for the second half of 2026, though they advise caution regarding the valuation of AI infrastructure and semiconductor stocks.
虎嗅 · 75d ago
The AI application market is currently in a 'funding-driven' phase. Profitability is expected to emerge between 2027-2028 as inference costs drop and user habits solidify.
钛媒体 · 76d ago
Financial disclosures reveal that Donald Trump purchased significant amounts of tech stocks on the same day he announced his AI Action Plan. The report underscores the intersection of political policy and tech market investments.
Engadget · 79d ago
An overview of the interconnected investment and competitive landscape among AI giants like Google, Microsoft, and Nvidia, highlighting how capital flows create a 'black hole' effect in the industry.
虎嗅 · 79d ago
An analysis of financial data and supply chain records from over 1,000 companies reveals the true scale of AI-generated revenue. The findings raise questions about the sustainability and market health of the current AI boom.
钛媒体 · 81d ago
Major memory manufacturers Samsung, SK Hynix, and Micron are facing a class-action lawsuit in the US alleging they artificially restricted DRAM supply to inflate prices. The lawsuit highlights ongoing market tensions as demand for memory chips continues to outpace supply.
IT之家 · 82d ago
The article analyzes the massive market valuation surge in AI-related hardware companies like Zhongji Innolight and ShengYi Technology, contrasting them with traditional sectors. It explores the 'AI vs.
虎嗅 · 83d ago
Honda CEO Toshihiro Mibe apologized to shareholders for the company's first annual loss in nearly 70 years, driven by costly EV restructuring and intense competition in China. The company is now pivoting its strategy to avoid long-term losses in its electric vehicle business.
IT之家 · 84d ago
This article analyzes the market valuation of Zhipu AI and its potential ripple effects on the semiconductor industry. It explores the underlying drivers of China's leading LLM developer.
钛媒体 · 86d ago
The semiconductor market faces volatility as investors question the sustainability of the AI-driven stock rally. Analysts are closely monitoring Micron's performance as a bellwether for the broader AI infrastructure sector.
Bloomberg Technology · 87d ago
Cerebras reported a near-doubling of revenue and strong 2026 guidance, yet its stock fell 10%. The decline is attributed to a margin squeeze caused by infrastructure scaling challenges rather than chip shortages.
The Next Web (TNW) · 87d ago
Wall Street analysts discuss the recent market slide, attributing it to a 'wake-up call' regarding AI valuations and implementation timelines. Experts from JP Morgan, Citi, and UBS provide a comprehensive outlook on the intersection of AI and traditional sectors.
Bloomberg Technology · 87d ago
Wedbush analyst Dan Ives discusses the regulatory tension between Anthropic and the Trump administration. He also highlights the trend of accelerated AI M&A and the financial challenges facing OpenAI ahead of its IPO.
Bloomberg Technology · 95d ago
Elise Badoy of Citigroup suggests that European markets are becoming more attractive for AI investments. The focus is shifting from infrastructure to practical implementation, where European stocks appear undervalued.
Bloomberg Technology · 95d ago
Global semiconductor stocks have experienced a volatile week due to three major negative factors. Investors are questioning whether the current market dip is a temporary rebound or a structural reversal.
钛媒体 · 102d ago
Analysts suggest that while Apple is revamping Siri with AI, it is unlikely to drive immediate sales growth in the current stagnant PC and mobile markets. The strategy is viewed as a long-term play rather than a short-term revenue booster.
Bloomberg Technology · 103d ago
An analysis of 2025 annual reports from eight Chinese steel companies distinguishes between firms genuinely integrating AI and those merely using it for marketing. The report highlights the gap between rhetoric and actual industrial deployment.
Pandaily · 103d ago
The Wall Street Journal explores whether AI will achieve transformative impacts similar to electricity or the internet. The article suggests that AI progress may be slower than optimists hope but faster than skeptics predict.
cnBeta (Full RSS) · 103d ago
Nvidia CEO Jensen Huang dismissed concerns over the recent tech stock selloff, characterizing it as a buying opportunity. He emphasized that the global buildout of artificial intelligence infrastructure is still in its early stages.
Bloomberg Technology · 103d ago
Wall Street analysts are modeling a 100-fold increase in SpaceX's AI division revenue by 2030 to support a $1.8 trillion valuation.
Bloomberg Technology · 106d ago
This episode of Decoder discusses the upcoming SpaceX IPO, valued at nearly $2 trillion, and the implications of Elon Musk's corporate governance. The discussion also covers the decline of X (formerly Twitter) and the broader market accountability issues.
The Verge · 107d ago
The article examines how TeleAgent is entering the increasingly competitive office Agent market. It frames the broader question of which product can become a truly mainstream AI office assistant, but provides few concrete product specifications.
Ifanr (爱范儿) · 10d ago
Sam Altman gave two seemingly conflicting messages in interviews with Axios reporter Mike Allen just four days apart. He first described the next generation of AI models as “sobering,” then called the current moment the best time in the world to start a company.
The Next Web (TNW) · 11d ago
Nvidia reported results that impressed market observers, yet its shares fell during the trading session. Bloomberg’s closing-bell program examined the company’s performance and broader semiconductor and technology-market reactions.
Bloomberg Technology · 23d ago
Investors are awaiting Nvidia’s earnings for signals about demand for AI chips and the broader artificial intelligence market. The program also examines Treasury Secretary Scott Bessent’s bond-buyback plan and its effects on borrowing-cost expectations.
Bloomberg Technology · 24d ago
The article analyzes the AI browser market after OpenAI's Atlas reportedly exited, while products such as Tabbit continue pursuing the category. It suggests that AI browser companies may face a much narrower route to sustainable differentiation.
钛媒体 · 40d ago
CATL reported strong Q2 2026 revenue growth driven by high battery shipment volumes, though net profit margins declined due to rising raw material costs and aggressive market share strategies.
虎嗅 · 56d ago
The commercial aerospace sector is experiencing significant volatility as market expectations often exceed current technical and operational realities. Investors are increasingly cautious about the gap between industry hype and actual delivery.
钛媒体 · 64d ago
StepFun is facing intense market pressure as it navigates competition from both established tech giants and emerging AI startups in the Chinese market.
钛媒体 · 65d ago