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Cloudflare (NET) Launches Browser Push To Sort Human And AI Traffic
Simply Wall St.55d agoneutral
Cloudflare (NET) Launches Browser Push To Sort Human And AI Traffic

Cloudflare announced a new initiative with Mozilla, Google, and Microsoft to standardize privacy-preserving protocols for distinguishing human and AI-generated traffic. The collaboration centers on a proposed Private Access Control Tokens (PACT) standard that aims to verify traffic without exposing personal data. The effort is positioned as an industry-wide response to rising AI-driven and automated bot activity across the internet. Cloudflare, traded as NYSE:NET, is tying this new protocol...

How Does Microsoft Turn Cloud Dominance Into $223B For Shareholders?
Trefis55d agoneutral
How Does Microsoft Turn Cloud Dominance Into $223B For Shareholders?

In the last five years, Microsoft (MSFT) stock has returned a massive $223 Bil back to its shareholders through cold, hard cash via dividends and buybacks. This impressive capacity to return capital is rooted in Microsoft’s evolution into a high-margin powerhouse, driven primarily by its dominance in cloud computing and enterprise software. The company’s ability to generate such significant "payout power" is fueled by the robust, recurring revenue streams from its Intelligent Cloud segment, spec

Mag Seven to Lag Seven: When ‘One Decision’ Stocks Stumble
The Wall Street Journal55d agobearish
Mag Seven to Lag Seven: When ‘One Decision’ Stocks Stumble

​📈 Follow our live markets data and coverage. Wharton School finance professor Jeremy Siegel, a cheerleader for staying invested as the 1990s bull market bubbled higher, made a surprising argument at the time. The boom-and-bust Nifty Fifty stocks of the early 1970s, long trotted out as a cautionary tale of falling in love with one group, weren’t so bad.

SpaceX Stock, Tesla Woes Cost Elon Musk His Trillionaire Status
Barrons.com55d agobearish
SpaceX Stock, Tesla Woes Cost Elon Musk His Trillionaire Status

The stock market selloff this week has been painful for investors but spare a thought for Elon Musk. The SpaceX and Tesla CEO has already lost his trillionaire status following a sharp drop in the share price of both companies. Tesla’s 5.8% drop Tuesday took Musk’s net worth to $957 billion, according to the Bloomberg Billionaires Index.

Nvidia pours cold water on AI fears
TheStreet55d agoneutral
Nvidia pours cold water on AI fears

Every technology boom eventually gets a villain the public can picture. For the railroads, it was land grabs. For artificial intelligence (AI), it became a data center quietly drinking a town's water while a chatbot wrote someone's emails. That picture is not imaginary. Massive computing warehouses ...

Bloomberg55d agoneutral
Micron Earnings Take on New Gravity With Market on Edge Over AI

(Bloomberg) -- Micron Technology Inc.’s earnings report on Wednesday afternoon is shaping up to be one of the most important in months as investors find themselves suddenly on edge over the sustainability of the AI rally.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock RallySpaceX Falls for Third Day, Erases $600 Billion in Marke

Bloomberg55d agoneutral
ByteDance Seeks $20 Billion in Its Largest-Ever Offshore Loan

(Bloomberg) -- ByteDance Ltd., the developer of TikTok, is in preliminary talks with banks for a borrowing of about $20 billion, people familiar with the matter said, in what would be the firm’s largest offshore loan yet at a time when it’s boosting investments in artificial intelligence.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100%

Race for robotaxi market arrives in London
AFP56d agoneutral
Race for robotaxi market arrives in London

Bristling with sensors and electronic eyes, robotaxis are appearing on London's streets, slipping silently between red buses and black cabs, as companies battle to lead Europe's emerging autonomous vehicle market.McNamara said robotaxis will ultimately become "a tourist attraction", adding that autonomous vehicles tend to wait until roads are completely clear before pulling out.