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Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

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Nvidia, Other Tech Giants Launch AI Defense Alliance Following OpenAI Hacking Incident
The Wall Street Journal19d agoneutral
Nvidia, Other Tech Giants Launch AI Defense Alliance Following OpenAI Hacking Incident

Nvidia has joined a coalition of tech companies to build an artificial-intelligence defense program following the recent OpenAI hacking incident of Hugging Face. The initiative, dubbed the Open Secure AI Alliance, is developing open-source programs to give companies access to tools to help fend off AI cyberattacks. “The recent Hugging Face security incident delivered a clear reminder,” the group said Monday.

Bloomberg20d agoneutral
Palantir’s Infamy Opens Doors for French Challenger

(Bloomberg) -- The latest transatlantic technology brouhaha unfolded on Instagram. Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as Iran War Spirals Anew With No End in SightAwakened Indian Students Hand Modi One of His Biggest SetbacksDuring a week in June when the leaders of the Group of Seven descended on France and Paris held

Palantir Technologies (NasdaqGS:PLTR) Joins Nvidia To Defend Open Weight AI Models
Simply Wall St.22d agoneutral
Palantir Technologies (NasdaqGS:PLTR) Joins Nvidia To Defend Open Weight AI Models

Nvidia CEO Jensen Huang, with Palantir Technologies (NasdaqGS:PLTR) as a co signer, issued an open letter defending open weight AI models. The letter urges policymakers to avoid restrictive AI regulations that could limit open model development and use. The message highlights national security, innovation, and regulatory considerations for AI companies and government users. For investors tracking Palantir Technologies, the co signed letter puts the company directly into a policy debate that...

Google Goes Cash Flow Negative for First Time Since 2004, Is Apple the Anti-CapEx AI Trade?
Benzinga22d agoneutral
Google Goes Cash Flow Negative for First Time Since 2004, Is Apple the Anti-CapEx AI Trade?

Alphabet Inc. (NASDAQ:GOOGL) burned more cash than it generated last quarter for the first time since its 2004 IPO, and Wall Street reacted by handing the stock its worst day in over a year. Google lost roughly the market cap of Palantir (NASDAQ:PLTR), despite Google Cloud revenue reportedly surging 82%, a sign of how spooked investors are by that negative $5.86 billion free cash flow figure. The sell-off may be pushing investors toward the one megacap that barely spends on AI at all: Apple Inc.