OpenAI's VP of global affairs, Chris Lehane, announced support for a US-led global AI governance body that could include China, aiming to set international safety standards similar to the International Atomic Energy Agency. This initiative seeks to build safer AI systems globally despite ongoing US-China tensions over trade, tariffs, and AI chip sales. The announcement coincides with President Trump's visit to China for talks with President Xi Jinping, where AI and trade issues are key topics. Experts note that while cooperation on AI safety is possible, competition and security concerns will limit collaboration.
Semiconductor stocks, led by giants like NVIDIA, AMD, and Intel, have surged significantly this year but are showing signs of cooling, with GPU rental prices dropping and sentiment turning bearish. Despite this, historical patterns indicate these pau...
A new report by Culper Research claims Nvidia's China-related compute business is larger than publicly stated, with over 20% of its 2026 compute revenues allegedly driven by Chinese demand through illegal channels and intermediaries in Southeast Asia...
The global AI in life sciences market is projected to expand at a compound annual growth rate (CAGR) of about 20% from 2026 to 2034, reaching an estimated value of $11.5 billion. This growth is fueled by increasing demand for faster drug discovery, p...
Craig Johnson of Piper Sandler warns that the US tech sector now makes up 41% of investable assets, a level not seen since the 2000 dot-com bubble peak. This concentration is driven by a few mega-cap stocks like NVIDIA, Apple, and Microsoft, which to...
Piper Sandler's Craig Johnson advises investors to keep expectations low for the Trump-Xi summit, anticipating modest deals mainly in aircraft and agricultural products. The market has already priced in subdued outcomes, reducing the risk of disappoi...
