AI stocks rallied after the Fed’s first hike since 2023

AI stocks rallied after the Fed hiked rates, but not everyone is buying the bounce.
What an AI slowdown does to $700 billion in AI capex

Big Tech’s $700 billion AI bet is already consuming nearly all its operating cash flow.
AI slowdown backed by four chiefs as China cries Cold War

OpenAI, xAI and Google DeepMind backed Anthropic’s AI slowdown call within two days, and Chinese state media answered by calling it a bid to preserve American hegemony
US lawmakers push AI rules after extinction warnings

Congress weighs new AI rules after Anthropic researchers warn of catastrophic risks.
Apple puts Siri AI at the center of its iPhone 18 launch

The new Siri ships with a pricing detail Apple barely disclosed.
UN rights chief says AI that escapes tests is too powerful

The UN’s top human rights official set a public threshold for AI that has grown too powerful.
Four AI labs priced frontier models four different ways

Four frontier AI models launched in 72 hours with cached-input pricing ranging from $0.075 to $1.00 per million tokens. Here’s what the price gap means for companies running AI agents.
Agentic AI Is About to Move Deposits for Customers. Banks Have Months, Not Years, to Respond

For the better part of two years, agentic AI in banking has been discussed mostly as an internal efficiency story, in which autonomous software helps employees underwrite loans faster, triage fraud alerts, or write code.