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@sam_badawi
Stock analyst & creator. Interviews + deep dives on stocks, fundamentals & AI. Origins of Alpha + Quarterly Conviction on YouTube 👇 http://SamBadawi.com
Technology
Google plans to start with a subset of cyber defenders, then expand access through its Fairwind Program.
Technology
OpenAI says it published the math and computer science outputs, while an external group will write up the physics result.
Science
OpenAI announced three AI-generated discoveries: a local smoothing proof, an Exponential Time Hypothesis disproof and a QCD existence proof.
Technology
CNBC reports Braze Class A shareholders would receive $47.50 per share in cash under the agreement.
Technology
Google says its new frontier model is available to businesses and developers, with discounted API pricing through November 30.
XTechnology
Reuters reports Elon Musk said SpaceX closed the financing, with Starlink and launch revenue helping preserve credit access.
World & Business
Investing.com reports that Muse drove gains in tech and chip stocks. Separately, a user claims the app topped U.S. free-app charts after 2.8 million downloads in 12 days.
Technology
A bullish post argues that Qwen’s potential role supporting Apple Intelligence in China could give Alibaba a distribution advantage by reaching millions of iPhones.
Technology
Anthropic is expected to become Broadcom’s largest custom-chip customer in fiscal 2027, according to a post that also describes strong AI compute and inference demand.
Technology
WSJ reports internal doubts at Snap over focus on hardware venture.
