CATEGORY: Latest Insights | News
Why I Cannot Comment on the Dangote Refinery IPO
Message: I am waiting to read your perspective on the Dangote Refinery IPO.
My response: As you may know, we are bringing a new stock...
AI Safety Concerns Rise as Anthropic Debate Intensifies and China’s Enflame Challenges Nvidia
The debate over artificial intelligence is entering a more uncomfortable phase: the industry is no longer arguing only about what AI can do, but...
AI Leaders Rally Behind Amodei’s Call to Slow Frontier Development as Safety Concerns Grow
The heads of some of the world’s leading artificial intelligence companies are showing an unusual degree of agreement over one of the industry’s most...
“Humans May Not Survive the AI Race,” Says Departing Anthropic Researcher
The rapid race to develop increasingly powerful artificial intelligence is raising fresh concerns about whether humanity can safely manage the technology it is creating....
Dell Shares Jump 10% As RBC Sees AI Infrastructure Boom Driving Further Gains
Dell Technologies shares jumped 10% on Friday after RBC Capital Markets initiated coverage of the computer maker with an “outperform” rating and a $640...






