Artificial Intelligence
Paradigm shifts vs bubbles: AI chips and bitcoin show powerful trends can still produce severe corrections
Structural change can create lasting opportunities, but explosive rallies in semiconductors, metals and bitcoin show how quickly strong narratives can become speculative excess.
Crypto IPO market stalls as capital rotates to AI and macro uncertainty weighs
Funding constraints and investor caution, not regulation, are delaying crypto IPOs, according to Cohen & Company Capital Markets' Christian Lopez.
Singapore's Temasek investment fund says crypto is off the table, will focus on AI
The $400 billion wealth fund plans to expand AI holdings to 15% of its portfolio by 2031 from the current 6%.
Two blockbuster public debut of AI stocks could pull away more capital from crypto
A wave of blockbuster AI listings is drawing billions of dollars from global investors, reinforcing a rotation away from crypto.
Coinbase AI draws backlash after erroneously publishing World Cup result before kickoff
CEO Brian Armstrong investigated, and the firm said it made updates to prevent future AI-generated inaccuracies.
Memory and semiconductor stocks lose momentum, bitcoin rebounds in sign of changing investor focus
After dominating markets in 2026, AI-tied memory and semiconductor stocks are losing momentum, raising the question whether capital will shift back into bitcoin.
ChatGPT developer OpenAI said to discuss offering U.S. government a 5% stake: FT
The proposal aims to give the American public a financial stake in AI while easing political scrutiny of the industry.
U.S. senators seek to block foreign adversaries from AI technology in new bill
Senators Tim Scott and Bill Hagerty, who managed to push the crypto GENIUS Act into law, introduced the bill to give the government powers to defend U.S. AI.
Companies spending the most on AI are growing jobs, Ramp study finds
A new study from Ramp found companies making the biggest investments in AI are expanding their workforces, with heavy adopters increasing headcount by about 10% and entry-level hiring by 12%, challenging fears that generative AI is already causing widespread job losses.
Crypto's next frontier isn't crypto, it's financing AI and robotics, Framework's Anderson says
Blockchain is becoming the financial layer for capital-intensive industries rather than just crypto-native speculation, Michael Anderson, the crypto venture firm's cofounder, said.
