Calls to “pace” development at the AI frontier are unlikely to translate into a slowdown in infrastructure spending, according to Sara Araghi, Franklin Templeton Portfolio Manager...
Bloomberg’s Ed Ludlow breaks down Anthropic’s finding that its Claude chatbot is leading 26% of its AI research and development, even as the global debate around...
Bloomberg’s Ed Ludlow breaks down what to expect from Nvidia’s earnings report on Wednesday, as the stock is on track to snap its seven-session losing streak....
Bloomberg’s Ed Ludlow breaks down the news of OpenAI’s advanced AI models unexpectedly hacking Hugging Face’s system during testing, raising fresh concerns about AI safety. Plus,...
Anthropic’s latest compute deal with AMD is another sign that the AI infrastructure race is accelerating. Franklin Equity’s Sara Araghi joins Bloomberg to discuss why demand...
Bloomberg’s Ed Ludlow tracks SpaceX’s value eclipsing Amazon’s, this as it lands its $60 billion takeover of Cursor. Plus, Anthropic meets with US officials to resolve...
Sara Araghi, portfolio manager at Franklin Templeton – which backed SpaceX long before its IPO – says SpaceX cementing its $60 billion takeover of Cursor so...