The article discusses significant analyst moves in the AI sector, including Palantir being downgraded and Micron having its price target raised before earnings. It highlights the growing interest in AI stocks beyond Nvidia, showcasing opportunities for investors in companies benefiting from disruptive AI technology.
The piece emphasizes the need for investors to look beyond the well-known Nvidia and explore other AI-related stocks. It mentions the disappointing earnings season for enterprise software and the lack of substantial revenue from the generative AI hype cycle, leading analysts to caution against software stocks with inflated valuations.
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Isomorphic Labs, the AI drug discovery platform that was spun out of Google's DeepMind in 2021, has raised external capital for the first time. The $600
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Trump's Third Term? AI already knows how this can be done. A study shows how OpenAI, Grok, DeepSeek & Google outline ways to dismantle U.S. democracy.
Sam Altman today revealed that OpenAI will release an open weight artificial intelligence model in the coming months. "We are excited to release a powerful new open-weight language model with reasoning in the coming months," Altman wrote on X.