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23.10.26 - 00:06
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Tiffany McGhee Says AI Trade Needs Revenue Results as Expectations Rise (Bloomberg)
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Tiffany McGhee, CEO and CIO of Pivotal Advisors, says recent selling does not undermine her confidence in the technology trade. She notes that tech-company performance and earnings have been strong, but expectations are exceptionally high: investors increasingly want companies to show that AI spending is translating into revenue, and even results that meet forecasts can disappoint after analysts raise the bar. She speaks with Romaine Bostick & Jess Menton on "The Close." (Source: Bloomberg)...
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23.10.26 - 00:01
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JPMorgan′s Mulvihill on AI Concentration Concerns (Bloomberg)
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Aaron Mulvihill, Global Alternative Strategist at JPMorgan Asset Management, said public and private markets are connected as investors reassess the financing risks of the AI and data-center buildout. Credit demand and originations have not slowed, he said, but lenders are becoming more selective: AI-related borrowing must offer returns that justify its cost. He speaks with Romaine Bostick on "The Close." (Source: Bloomberg)...
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22.10.26 - 23:54
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The Guardian view on AI safety: the push for global regulation must advance | Editorial (The Guardian)
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The current US administration is an obstacle, but public demand for protection will ultimately prevailOrganisations around the world scrambled on Thursday to fix critical flaws in PHP, the software that powers much of the web. The vulnerabilities could allow attackers to take control of affected servers. Some websites were taken offline as a precaution while fixes were installed. The paradox is that while AI helped researchers uncover the flaw, it also threatens to accelerate the ability to exploit it. Amazon said that it had detected an attempt before the public disclosure of the PHP flaws.What the episode highlights is AI's central role in security – and not always for the right reasons. OpenAI's models have also been responsible for two alarming hacks this year – a security breach of an Australian health department website and a raid by a swarm of AI bots on Hugging Face, an AI services platform. Citing those incidents, the AI minister, Kanishka Narayan, warned that a similar ...
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22.10.26 - 22:48
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Investors Aren′t Wild About Big Tech′s AI Forecasts (Bloomberg)
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US tech giants started releasing their latest earnings this week, and AI spending plans are getting a hard look from investors. On today's Big Take podcast, Meta's plan to spend some $825 billion over the next decade made investors nervous but Microsoft, Alphabet and Amazon may fare better. (Source: Bloomberg)...
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