Matt Levine is a Bloomberg Opinion columnist. A former investment banker at Goldman Sachs, he was a mergers and acquisitions ...

Michael Dell thinks his fellow technology founders need more tailored advice. BDT & MSD, the merchant bank whose advisory board he chairs, is expanding its business to help them get it. The firm is ...

Hedge funds were already waiting to see if a U.S.-fostered, home-grown artificial intelligence boom would continue as China's new AI model was emerging to challenge U.S. dominance in the sector, a ...

In this article, we discuss the 35 AI superstar stocks according to Goldman Sachs. In September 2024 ... of dollars in AI infrastructure. Notably, OpenAI and SoftBank recently committed $19 ...

SoftBank is in talks to inject up to $25 billion directly into OpenAI, positioning the Japanese tech conglomerate to become ...

Microsoft (NASDAQ:MSFT) has lagged behind the NASDAQ over the past year but is off to a strong start in 2025, outperforming ...

Developed by Chinese start-up DeepSeek, the r1 claims to match and even exceed OpenAI’s o1 by multiple benchmarks, and that too, at a fraction of the cost. A Chinese hedge-fund manager ...

Investors should be on high alert for more AI-stock weakness after DeepSeek disrupted markets and sent shares tumbling.

Argenti's broad prediction echoes comments last week in the CES keynote by Nvidia CEO Jensen Huang. Huang said onstage that "in the future, these AI agents are essentially digital workforce that work ...

By comparison, OpenAI, Google and other major U.S. companies are on track to invest a total of roughly $1 trillion in AI over the coming years, according to Goldman Sachs. On Monday, DeepSeek's ...

"Goldman Sachs was always planning to focus on AI and ... get a best in class LLM without the cost of a hosted solution like OpenAI / Anthropic," says Sarkar. Another senior cybersecurity leader ...