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UBS Darkens Private Credit Outlook as AI-Driven Software Slump Raises Default Fears
A revised worst-case forecast from UBS is intensifying scrutiny of the fast-growing private credit market, with strategists warning that stress tied to AI disruption...
Anthropic Softens Self-Imposed AI Guardrails, Says it Undermines Its Ability to Compete Amid Political...
Anthropic is loosening a central pillar of its internal safety doctrine — a move that signals how competitive, political, and national security pressures are...
Nvidia Delivers Blowout Quarter as Data Center Revenue Surges 75%, Vera Rubin Rollout Looms
Nvidia reported fiscal fourth-quarter results on Wednesday that topped Wall Street expectations, propelled by explosive growth in its data center division. Shares rose about...
Google Brings Intrinsic In-House as Alphabet Aligns Robotics With Core AI Strategy
Google is folding robotics software company Intrinsic into its main operations, a move that reflects parent company Alphabet Inc.’s push to tighten strategic focus...
Goldman Says AI Added ‘Basically Zero’ to U.S. Growth in 2025, Fueling Bubble Debate
The economic payoff from artificial intelligence remains contested, with major Wall Street institutions questioning whether the technology’s rapid corporate adoption has translated into measurable...