Can new Anthropic AI model read your mind? Arms race continues as Claude owner nears IPO Ian Lyall · 17:04, 19 Oct 2026
Intel chief says cheap Chinese AI models are winning on cost TechDefused Newsroom · 17:57, 14 Oct 2026
Lumentum says AI optics demand outstrips capacity through 2029 TechDefused Newsroom · 20:33, 9 Oct 2026
Mistral launches its largest model yet with a sharp focus on cybersecurity Ian Lyall · 18:42, 6 Oct 2026
Michael Burry is doubling down on his AI crash call even as the market hits new highs TechDefused Newsroom · 17:50, 6 Oct 2026
Salesforce cuts the head off its software to stay relevant in the age of AI agents TechDefused Newsroom · 18:33, 29 Sept 2026
Michael Burry raises bets against Micron, Nebius and Palantir TechDefused Newsroom · 15:54, 23 Sept 2026
Gary Black says Tesla solved unsupervised autonomy but competition and valuation pose the real risk TechDefused Newsroom · 20:24, 8 Sept 2026
Cathie Wood says AI and five-platform convergence could sharply lift global growth TechDefused Newsroom · 10:26, 7 Sept 2026
OpenAI's AGI claim raises eyebrows... and more questions than it answers Ian Lyall · 11:18, 5 Sept 2026
AI is not one thing, and treating it as such is costing businesses dearly Ian Lyall · 16:20, 1 Sept 2026
Uber bull Ed Yardeni urges caution on AI stocks despite raising S&P targets TechDefused Newsroom · 14:24, 26 Aug 2026
JPMorgan says humanoid robots could undercut warehouse labor as unit costs fall TechDefused Newsroom · 13:48, 25 Aug 2026
Big Short's Steve Eisman warns AI boom rests on OpenAI and Anthropic TechDefused Newsroom · 16:50, 13 Aug 2026
Leading analyst tells investors the tech trade that defined 2025 is running out of road TechDefused Newsroom · 17:16, 3 Aug 2026
Tom Lee says AI trade still intact despite doubts about durability TechDefused Newsroom · 10:52, 28 Jul 2026
Michael Burry raises shorts on Micron and Nvidia while keeping Tesla and Palantir stakes TechDefused Newsroom · 13:53, 27 Jul 2026
Morgan Stanley says AI adopters set to widen corporate profit margins TechDefused Newsroom · 13:52, 27 Jul 2026
Microsoft becomes AMD's fourth Helios customer, tightening the squeeze on Nvidia Ian Lyall · 16:19, 21 Jul 2026
Can memory super-cycle supply deals may hold where past ones collapsed? Ian Lyall · 14:43, 20 Jul 2026
Cathie Wood's ARK Invest buys $52m of SpaceX and adds stakes in Meta, Eli Lilly and crypto names TechDefused Newsroom · 16:30, 14 Jul 2026
Simplify’s Michael Green says AI fundamentals have detached from stock prices TechDefused Newsroom · 16:15, 8 Jul 2026
Chip stocks shed billions on AI glut fears that SemiAnalysis calls a misread of Meta TechDefused Newsroom · 17:52, 3 Jul 2026
Grayscale research head urges Strategy to sell $3 billion in Bitcoin TechDefused Newsroom · 13:30, 29 Jun 2026
Vertiv's $15bn backlog locks multi-year AI datacenter revenue TechDefused Newsroom · 16:28, 16 Jun 2026
Micron wins the contract every chip maker wants and the stock falls 5.5%. The maths of an 800% rally TechDefused Newsroom · 15:37, 5 Jun 2026
Warren Buffett holds $397 billion in cash as Michael Burry shorts AI for $1 billion TechDefused Newsroom · 16:14, 27 May 2026
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