|
|
|
|
|
|
|
|
|
|
|
|
|
02.05.26 - 17:00
|
Concentration Risk High as Top Two Stocks Steer U.S. Communication Services ETF Performance (24/7 Wall St.)
|
|
|
The communication services sector is a concentration bet dressed up as diversification. After the 2018 GICS reshuffle pulled Meta, Alphabet, Netflix, and Disney out of technology and consumer discretionary, the sector became dominated by a handful of mega-cap platforms sitting alongside legacy telecom and traditional media. Anyone buying a passive sector fund here is mostly ... Concentration Risk High as Top Two Stocks Steer U.S. Communication Services ETF Performance...
|
|
|
02.05.26 - 16:12
|
Why Vibe Coding Isn′t the End of the Software Engineer (Bloomberg)
|
|
|
Generative AI has turned coding from a specialized skill into something anyone can do with a simple prompt. A warehouse owner is revolutionizing his shipping software with AI and a creative designer vibe coded her first app with zero technical experience. Computer programmers are doing it too, but a director at Google Cloud AI says vibe coding does not mean the end of serious engineering. As professionals and hobbyists alike are writing code with AI, hiring for junior developers is falling fast and researchers warn companies are making a dangerous short-term bet. (Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
01.05.26 - 19:18
|
Google DeepMind Veteran Raises $1.1 Billion For AI That Doesn′t Train On Human Data (ZeroHedge)
|
|
|
Google DeepMind Veteran Raises $1.1 Billion For AI That Doesn't Train On Human Data
Authored by Jason Nelson via decrypt.io,
In brief
DeepMind veteran David Silver raised $1.1 billion for his new startup Ineffable Intelligence at a $5.1 billion valuation.
Silver says reinforcement learning, not large language models, is the best path to superintelligence.
The startup aims to build AI “superlearners” that learn through simulations and self-play.
David Silver, the DeepMind scientist behind AlphaGo's historic 2016 win over world Go champion Lee Sedol, has raised $1.1 billion to launch a startup betting that the next era of AI won't come from today's dominant technology.
Image: Shutterstock/Decrypt
Silver's company, Ineffable Intelligence, launched in January at a $5.1 billion valuation and is betting on reinforcement learning, a method where AI systems improve through trial and error. Silver argues that approach, rather than the large language models now dominating the field, offers a ...
|
|
|
01.05.26 - 18:00
|
The Big 4 Hyperscalers Are Spending $710 Billion on AI. Here’s the Stock That Profits Most (24/7 Wall St.)
|
|
|
Wall Street used to obsess over quarterly cloud growth. Now it's tracking power consumption, GPU shipments, and data-center construction schedules. That shift became impossible to ignore after the latest earnings reports from Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), and Meta Platforms (NASDAQ:META). Together, the four largest hyperscalers now expect to spend roughly $710 billion this ... The Big 4 Hyperscalers Are Spending $710 Billion on AI. Here's the Stock That Profits Most...
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
