BlackRock Predicts AI Agents Could Be Major Crypto Demand Driver
BlackRock report says AI agents will need crypto payments, with stablecoins for transactions and bitcoin for value storage.
06/10/2026 16:149 min read
AI
Moonshot AI's $50 Billion Valuation: A Question of Peers
DeepSeek and Moonshot AI are raising funds at high revenue multiples, with valuations far above US peers like OpenAI and Anthropic.
06/10/2026 12:4314 min read
EU Gains ChatGPT Watermark as OpenAI Keeps Detector Ready
OpenAI has added an invisible ChatGPT text watermark in the EU, meeting the AI Act, and is limiting its detector to approved researchers for now.
06/10/2026 07:4411 min read
AI Token Craze in South Korea Puts Worldcoin at the Forefront
South Korean retail traders have driven a surge in AI crypto tokens, with Worldcoin drawing $7.41 billion in volume, according to Chainalysis data.
06/10/2026 05:1213 min read
Niles Sticks With Alphabet and Meta, Cites Google Cloud's 80%+ Growth
Dan Niles still favors Alphabet and Meta, citing Google Cloud's 82% revenue growth and Meta's Muse agent.
06/10/2026 04:427 min read
Jeff Kilburg Still Buying Fortinet, Cloudflare Above Analyst Targets
Jeff Kilburg picked Fortinet and Cloudflare as Q4 buys even though both trade above analyst targets; Arista is about 20% below its target.
06/10/2026 04:158 min read
Nike's 47% slide may deepen as AI agents reshape shopping
Retail CEO Jan Kniffen says AI agents could worsen Nike's 47% decline by directing shoppers to competitors.
06/10/2026 03:419 min read
Nvidia's Record High Stirs Debate: Bull Case vs. Lehman-Style Risk
Nvidia reached a record $5.78 trillion intraday market cap. Dan Ives says earnings estimates are too low, but Lehman-style risks are debated.
06/10/2026 03:129 min read
IRS risk chief warns AI payments outpace regulatory speed
IRS risk chief warns AI payments already happening at scale, regulators may need automated oversight.
05/10/2026 23:0111 min read
Erdős Problem Solvers Win Justin Sun Prize for Human-AI Proofs
The Justin Sun Prize honored human-AI teamwork on Erdős problems, with Wouter van Doorn, Quanyu Tang, and Yanyang Li recognized for six solutions.
05/10/2026 17:4215 min read
Morgan Stanley: SpaceX Could Nearly Double to $300, but Clients Hold Back
Morgan Stanley kept its $300 price target on SpaceX, saying the AI business is undervalued, even as at least 40 clients own no shares.
05/10/2026 15:5711 min read
China Narrows US AI Lead to 3% as DeepSeek Gains
China has cut America's AI benchmark advantage to 3%, with DeepSeek's V4.1 Flash model narrowing the gap. Trump defends fast AI progress citing China…
05/10/2026 08:129 min read
Mark Cuban: AI Proficiency Key to 750,000 New Roles
Mark Cuban warns AI skills, not AI itself, determine job security. Over 750,000 AI jobs added since 2023, but layoffs citing AI doubled.
05/10/2026 05:419 min read
Mega-Cap Capex Miss Threatens AI Market Rally, Schwab Strategist Warns
Schwab's Kevin Gordon cautions that one mega-cap capex miss could disrupt earnings, with the S&P 500 near highs but average stock down 14%.
05/10/2026 04:158 min read
Egan-Jones: AI's First Casualties Will Be Services, VC, and Housing
Egan-Jones predicts AI disruption will first hit professional services, venture capital, and housing, citing KPMG fee cuts and IBM's stock drop as evidence.
05/10/2026 03:298 min read