Advisory Services Network LLC lifted its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 1.3% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 1,285,779 shares of the computer hardware maker's stock after purchasing an additional 16,404 shares during the period. NVIDIA comprises 3.5% of Advisory Services Network LLC's holdings, making the stock its biggest position. Advisory Services Network LLC's holdings in NVIDIA were worth $239,901,000 as of its most recent SEC filing. Several other institutional investors also recently bought and sold shares of NVDA. Winnow Wealth LLC bought a new position in NVIDIA in the second quarter worth about $32,000. Longfellow Investment Management Co. LLC boosted its holdings in shares of NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock valued at $33,000 after buying an additional 67 shares in the last quarter. Spurstone Advisory Services LLC purchased a new position in shares of NVIDIA in the 2nd quarter worth approximately $40,000. Sellwood Investment Partners LLC bought a new position in shares of NVIDIA during the 3rd quarter worth approximately $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new position in shares of NVIDIA during the 2nd quarter worth approximately $54,000. 65.27% of the stock is owned by hedge funds and other institutional investors. Get NVIDIA alerts: Sign Up Analyst Ratings Changes Several equities research analysts have weighed in on the stock. Wolfe Research raised their target price on shares of NVIDIA from $250.00 to $275.00 and gave the company an "outperform" rating in a research note on Friday, January 30th. Rosenblatt Securities reaffirmed a "buy" rating and set a $300.00 price target on shares of NVIDIA in a research report on Tuesday. President Capital raised their price objective on NVIDIA from $240.00 to $245.00 and gave the stock a "buy" rating in a res...

Advisory Services Network LLC trimmed its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 15.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 98,143 shares of the enterprise software provider's stock after selling 17,845 shares during the quarter. Advisory Services Network LLC's holdings in Oracle were worth $27,602,000 as of its most recent SEC filing. Other large investors have also recently made changes to their positions in the company. Norges Bank purchased a new position in Oracle during the second quarter valued at $4,275,378,000. Jennison Associates LLC raised its position in shares of Oracle by 2,062.4% during the 3rd quarter. Jennison Associates LLC now owns 9,227,252 shares of the enterprise software provider's stock worth $2,595,072,000 after purchasing an additional 8,800,546 shares during the last quarter. Vanguard Group Inc. raised its position in shares of Oracle by 2.8% during the 3rd quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider's stock worth $47,518,451,000 after purchasing an additional 4,681,626 shares during the last quarter. American Century Companies Inc. lifted its stake in Oracle by 333.7% in the 3rd quarter. American Century Companies Inc. now owns 5,238,006 shares of the enterprise software provider's stock valued at $1,473,137,000 after buying an additional 4,030,382 shares in the last quarter. Finally, Invesco Ltd. lifted its stake in Oracle by 42.1% in the 2nd quarter. Invesco Ltd. now owns 8,839,166 shares of the enterprise software provider's stock valued at $1,932,507,000 after buying an additional 2,619,722 shares in the last quarter. 42.44% of the stock is currently owned by institutional investors and hedge funds. Get Oracle alerts: Sign Up Wall Street Analyst Weigh In A number of brokerages have recently issued reports on ORCL. Monness Crespi & Hardt rea...

Advisory Services Network LLC boosted its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 2.4% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 81,345 shares of the social networking company's stock after buying an additional 1,936 shares during the quarter. Meta Platforms makes up approximately 0.9% of Advisory Services Network LLC's holdings, making the stock its 11th largest holding. Advisory Services Network LLC's holdings in Meta Platforms were worth $59,739,000 as of its most recent filing with the SEC. Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Raab & Moskowitz Asset Management LLC lifted its stake in Meta Platforms by 2.9% in the third quarter. Raab & Moskowitz Asset Management LLC now owns 855 shares of the social networking company's stock valued at $628,000 after buying an additional 24 shares in the last quarter. Vertex Planning Partners LLC increased its position in shares of Meta Platforms by 9.8% during the third quarter. Vertex Planning Partners LLC now owns 1,097 shares of the social networking company's stock worth $806,000 after acquiring an additional 98 shares in the last quarter. Livforsakringsbolaget Skandia Omsesidigt raised its holdings in shares of Meta Platforms by 709.9% during the third quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 130,010 shares of the social networking company's stock worth $95,433,000 after acquiring an additional 113,958 shares during the period. Corus Family Wealth Advisors raised its holdings in shares of Meta Platforms by 15.0% during the third quarter. Corus Family Wealth Advisors now owns 960 shares of the social networking company's stock worth $705,000 after acquiring an additional 125 shares during the period. Finally, U S Wealth Group LLC. lifted its position in Meta Platforms by 16.4% in the 3rd quarter. U S Wealth Grou...

Advisory Services Network LLC lessened its holdings in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 4.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 271,248 shares of the company's stock after selling 12,472 shares during the period. Palantir Technologies accounts for 0.7% of Advisory Services Network LLC's holdings, making the stock its 13th biggest holding. Advisory Services Network LLC's holdings in Palantir Technologies were worth $49,481,000 as of its most recent SEC filing. A number of other hedge funds also recently made changes to their positions in the stock. Bare Financial Services Inc lifted its position in shares of Palantir Technologies by 54.5% during the 3rd quarter. Bare Financial Services Inc now owns 156 shares of the company's stock valued at $28,000 after acquiring an additional 55 shares during the period. Financial Consulate Inc. bought a new stake in Palantir Technologies in the third quarter valued at $30,000. Retirement Wealth Solutions LLC acquired a new position in shares of Palantir Technologies during the third quarter valued at about $31,000. United Financial Planning Group LLC bought a new position in shares of Palantir Technologies during the 3rd quarter worth about $32,000. Finally, Flagship Wealth Advisors LLC bought a new position in shares of Palantir Technologies during the 3rd quarter worth about $32,000. 45.65% of the stock is currently owned by institutional investors. Get Palantir Technologies alerts: Sign Up Key Palantir Technologies News Here are the key news stories impacting Palantir Technologies this week: Palantir Technologies Stock Performance Shares of NASDAQ PLTR opened at $155.08 on Wednesday. The company has a 50 day simple moving average of $152.07 and a two-hundred day simple moving average of $168.84. Palantir Technologies Inc. has a fifty-two week low of $66.12 and a fifty-two week high of $207.52. The company has a ma...

We have put together stories from our coverage on electric and new energy vehicles from the past two weeks to help you stay informed. If you would like to see more of our reporting, please consider subscribing Geely Auto has gained the upper hand in mainland China’s intensifying automotive sector, as its diverse product line-up pays off after electric vehicle (EV) king BYD suffered a setback following partial withdrawal of a tax break. Betting on rising global demand for energy storage, Contemporary Amperex Technology Ltd (CATL) reported stronger-than-expected growth driven in part by its expansion into new energy storage markets. People walk past an EV showroom inside a shopping mall in Beijing. Photo: AP Several years ago, prime ground-floor spaces in major shopping malls across Beijing and Shanghai’s business districts were commonly occupied by electric vehicle (EV) showrooms, with staff often escorting customers to car parks for test drives. Many of these stores have now closed.

sefa ozel/iStock via Getty Images The U.S. Global Jets ETF ( JETS ) is often used by investors as a practical proxy for the publicly traded airline industry. Source: S&P Global Market Intelligence Securities Finance Data © 2026 S&P Global Market Intelligence The fund holds a concentrated set of passenger airlines, particularly U.S. carriers, alongside select international airlines and airline-related services. Because it is liquid and trades like an equity, JETS could be used both to express a directional view on airline profitability and to hedge broader travel or cyclical exposure. That structure helps explain why JETS frequently becomes a focal point for short sellers during periods when airline margins look vulnerable. As of March 16, 2026, short interest in JETS stands at 20.07% of outstanding shares on loan, below, but still near recent highs. Its all-time high short interest was 26.65% in October 2025. What rising short interest typically signals in an airline ETF Short interest in an ETF like JETS tends to rise when investors want a single, scalable instrument to express a view on the sector without needing to select individual carriers. This matters for airlines because their earnings are heavily influenced by variables that can move quickly and outside management control, especially fuel prices, geopolitical disruptions, and changes to travel demand. When these risks become more prominent, JETS can serve two distinct short-selling use cases: Directional shorting: betting that airline equities will fall due to weaker margins or demand. Portfolio hedging: offsetting exposure to consumer discretionary, travel, or reopening-related holdings. In both cases, higher short interest reflects an increase in bearish positioning or hedging demand, often triggered by macro events rather than airline-specific developments. Geopolitics, oil shocks, and the margin mechanism The central link between geopolitics and airline equity pricing is the fuel-to-margin transmission ...

小米集團－Ｗ(01810)出現大手賣出28.44萬股，成交價$35.14，涉資999.382萬 AASTOCKS.com

騰訊控股(00700)出現大手買入1.83萬股，成交價$547.0，涉資1.001千萬 AASTOCKS.com

'Europeans Committing Demographic Suicide': EU Politicians Gather To Discuss Immigration Crisis Via Remix News, Europeans are committing demographic suicide and the tools used to managed migration are failing at every level, said Rodrigo Ballester, the head of the Center for European Studies at the Mathias Corvinus Collegium. He made his remark at a recent Ordo Iuris Institute event in Warsaw, Poland, which saw European politicians, policymakers, and other important players gather to discuss a groundbreaking paper: “Taking Back Control from Brussels. The Renationalization of the EU Migration and Asylum Policies.” “As Europeans, we are committing demographic suicide. We are a continent of old rich people, facing a continent of young, hungry, and determined people — ambitious people. We’re still trying to manage migration with hopelessly outdated tools, using conventions from a century ago. They have completely lost their meaning today. In practice, I’m talking about the Geneva Convention. This is the ‘sacred cow’ we should get rid of,” Ballester emphasized. The “Taking Back Control” paper, which was recently covered by Remix News, outlines 18 ways Europe can regain control of immigration policy . Ballester emphasized that these policies need to be implemented and quickly. Many of the speakers discussed various aspects of Europe’s ongoing immigration crisis, including the sharply differing trajectories of pro-immigration countries such as Poland versus Germany. Polish Prof. Zdzisław Krasnodębski, a former MEP, spoke to the large audience who had gathered, where he compared the impact of immigration on the Polish city of Warsaw to the German city of Bremen where he lived and worked for a long time. " How did it happen that such a process, which is suicidal, was supported by societies for years? I can tell you that I know two such cities well. One was poor and large, and people were moving away from it. It was Warsaw. Warsaw was also White, if I may use that term. The o...

Australian scientists have developed what they say is the world’s first proof-of-concept quantum battery. Quantum batteries, first proposed as a theoretical concept in 2013, use the principles of quantum mechanics to store energy, and have the potential to be more efficient than conventional batteries. Researchers have now created a prototype – charged wirelessly with a laser – that they believe is a major step towards fully functioning quantum batteries with rapid charging times. Lead researcher Dr James Quach of the CSIRO, Australia’s national science agency, said: “It’s the first prototype which does a full cycle of a battery: in other words, you charge it, you store energy, and you can discharge it.” In conventional batteries, charge time increases with size. “That’s why your mobile phone takes about 30 minutes to charge and your electric car takes overnight to charge,” Quach said. In contrast, “quantum batteries have this really peculiar property where the larger they are, the less time they take to charge”, he said. That’s due to a feature known as “collective effects”, in which quantum cells charge faster when there are more cells involved. Quach and his colleagues first demonstrated this property in 2022, but there was no way to extract energy from that prototype battery. A researcher holds the tiny prototype quantum battery. Photograph: CSIRO The new prototype, detailed in the journal Light: Science & Applications, took femtoseconds (quadrillionths of a second) to charge, and stored the energy for nanoseconds – about six orders of magnitudes longer. To put that into perspective, Quach said, for a battery that took one minute to charge, six orders of magnitude would mean it would stay charged for “a couple of years”. The current prototype has a capacity of only a few billion electron volts, “which is very small and not enough to power anything useful”, he said. “What we need to do next is … to increase the storage time,” Quach added. “You want your battery t...

Alibaba's AI strategy shift comes into focus with big bets on agents Reuters

By Casey Hall SHANGHAI, March 18 (Reuters) - Alibaba is sharpening its artificial intelligence strategy by focusing on agents that connect the many businesses under its sprawling corporate umbrella. In recent months, Alibaba has rolled out several AI agent integrations and this week, the firm said it would separate its AI businesses from its cloud computing arm. The ‌newly formed Alibaba Token Hub business group, led by Chief Executive Eddie Wu, is the clearest sign yet that the company is shifting its focus to digital assistants powered ‌by AI models that consume far more tokens - units of data used by models to generate language - than traditional Q&A chatbots. Alibaba did not respond to a request for comment on this story. The $325 billion e-commerce giant reports quarterly results on Thursday, with ​AI monetisation in focus as major tech firms in China and beyond wrestle with how to make the era-defining technology profitable. Analysts expect Alibaba’s third-quarter revenue to rise 3.8% and net income to fall 42.5%. The quarter included Singles’ Day, China’s biggest shopping festival. Facing a prolonged slump in consumer confidence as shoppers save rather than spend, a weak macroeconomic outlook and a prolonged property crisis that has eroded household wealth, Alibaba has turned to new business models to encourage consumption. Last year, the firm invested heavily in acquiring users for its instant retail platform, which competes in the one-hour delivery market with Meituan. This year, Alibaba’s ‌AI chatbot Qwen has begun moving beyond answering questions to helping users ⁠make purchases directly through a chat interface. In February, an early push to get users to try Qwen’s new functions encountered some hurdles. Alibaba launched the first phase of a 3 billion yuan ($435.7 million) coupon campaign that allowed users to make in-app purchases on Alibaba-owned retail platforms using only chatbot prompts. The ⁠coupons proved too popular, prompting a temporary shutdo...

Mag Mile Capital ( MMCP ) secured a $24M construction financing loan for an 87-unit project in Richmond Heights (Cleveland area). The loan was arranged for DealPoint Merrill and will fund the 128,000 sq. ft. residential portion of the mixed-use project. These loan proceeds will be used to build an 87-unit multifamily project, with ~80% of the cost funded by debt and a floating interest rate of ~6% over the 1-month SOFR. MMCP shares traded lower to around $0.44 in pre-market on March 18, following a sharp ~20% drop. More on Mag Mile Capital, Inc. Financial information for Mag Mile Capital, Inc.

Amazon-OpenAI $50B Deal Draws Legal Response from Microsoft (MSFT) TipRanks

中芯國際(00981)出現大手賣出9.05萬股，成交價$61.55，涉資557.028萬 AASTOCKS.com

记者日前获悉，关于建立财政补贴负面清单管理机制的相关文件近期有望推出。3月13日召开的国务院常务会议提出，要在前期工作基础上，对地方财政补贴实施负面清单管理，制定全国统一的地方财政补贴负面清单，进一步明确地方政府禁止实施财政补贴的具体情形。专家认为，上述机制的建立，有利于促进公平竞争，增强地方经济增长驱动力，提高财政支出效率，鼓励企业深耕主业，提升竞争力。“建立财政补贴负面清单管理机制，是要为地方财政设置‘红绿灯’加以规范，防止无序竞争，使其更好在宏观经济治理体系中发挥作用，更好推进全国统一大市场（885988）建设。”中央财经大学财税学院教授白彦锋在接受采访时表示。(中证金牛座)

美国资产管理行业正在经历自20世纪中叶共同基金诞生以来最为深刻的结构性变革 截至2024年末、2025年初， 被动策略在美国共同基金和ETF资产中占据约55%的份额， 这一里程碑式的成就在20年前几乎难以想象。图：视觉中国 美国资产管理行业正在经历自20世纪中叶共同基金诞生以来最为深刻的结构性变革。这个行业的重心已经从单个基金选择转向整体投资组合构建，从产品制造转向结果交付，从投资阿尔法转向综合解决方案。本文将深入剖析这场历史性革命的驱动因素、演进动态以及战略要务。 一、变革的根本驱动力 被动投资革命及其深层影响 被动产品的崛起不仅仅是一个市场份额的故事，它反映了资产管理价值观的根本性重估。截至2024年末、2025年初， 被动策略在美国共同基金和ETF资产中占据约55%的份额， 这一里程碑式的成就在20年前几乎难以想象。 推荐进入 财新数据库 ，可随时查阅宏观经济、股票债券、公司人物，财经数据尽在掌握。

格隆汇3月18日｜杰富瑞将施贵宝的目标价从68美元上调至70美元，维持“买入”评级。(格隆汇)

Micron Earnings Preview: Memory Cycle Set for Sharply Accelerating Results Investing.com South Africa

格隆汇3月18日｜午后，港股云计算板块午后直线拉升，金山云涨超19%，阿里巴巴涨4%，云计算ETF天弘(517390）标的指数飙升4.74%。此外，韩股大涨5%，带动A股半导体板块全线上攻，科创芯片设计ETF天弘(589070)标的指数涨3.23%，该ETF近5日合计净流入6852万。 消息面上： ①据韩联社，三星电子工会成员投票决定罢工。此前，三星电子称由AI驱动的强劲芯片需求将持续至2026年。本次罢工通过意味着将在5月中断芯片生产，可能加剧全球半导体供应瓶颈。 ②阿里云官网发布公告：因全球AI需求爆发、供应链涨价，阿里云AI算力、存储等产品最高涨价34％。 ③黄仁勋表示，公司1万亿美元以上收入预期具有强烈的“能见度”；其同时称OpenClaw“绝对是下一个ChatGPT”。 科创芯片设计ETF天弘(589070)具备20%涨跌幅的弹性，跟踪指数成分股囊括50家科创板芯片龙头企业，芯片设计行业占比高达96.1%，“含芯量”满满，瞄准半导体高景气度细分赛道，成长空间可期。 云计算ETF天弘(517390）标的指数中证沪港深云计算产业指数是目前市场上较为稀缺的包含港股的云计算相关指数，涵盖硬件设备、云计算服务、IT服务、应用软件、数据中心运营、平台软件等领域。 中信证券研报指出，聚焦算力链通胀主线，全球算力需求均持续超预期背景下，上游环节景气度与涨价有望持续，仍是当下科技板块配置“景气成长”方向确定性最高的主线。

格隆汇3月18日丨据央视，伊朗外交部长阿拉格齐当地时间18日说，伊朗最高国家安全委员会秘书阿里·拉里贾尼遇害不会对伊朗领导层造成“致命打击”，不会动摇伊朗政治架构。阿拉格齐在拉里贾尼遇害后接受采访时表示，美国和以色列尚未意识到，伊朗政府并不依赖于单一个体。“我不知道为何美国和以色列人不明白这一点：伊朗政治架构强劲有力，有完善的政治、经济和社会制度。单一个体的存在或缺失不会影响这一架构。”阿拉格齐以已故伊朗最高领袖哈梅内伊为例说，尽管哈梅内伊遇害是国家的巨大损失，“但体制继续运转”，“如果有一天外交部长殉职，最终也会有人接替这一职位”。阿拉格齐在采访中重申，海湾地区乃至更广泛范围的冲突不断升级，并非伊朗愿意看到的，美国必须对此负责。“这场战争不是我们挑起的，而是美国发动的。无论是对伊朗、对本地区，还是对整个世界，这场战争带来的一切后果——无论是人员伤亡还是经济损失——都应由美国承担责任。”

Tankers sail in the Gulf, near the Strait of Hormuz, as seen from northern Ras al-Khaimah, near the border with Oman’s Musandam governance, amid the U.S.-Israeli conflict with Iran, in United Arab Emirates, March 11, 2026. Stringer | Reuters French Finance Minister Roland Lescure told CNBC that France is willing to support the U.S. in securing the Strait of Hormuz — just not while ships are still coming under attack in the vital maritime passage. "We are willing to do something to free the Strait of Hormuz, provided that this is not a war situation anymore. Nobody wants to go across the Strait of Hormuz if there's a risk of missiles or drones going on your head," he told CNBC's Charlotte Reed on Tuesday. "We need the conflict to de-escalate, and then we can imagine securing the Strait of Hormuz ... We know how to do it, but you don't do that in a war situation. You do that in a pacified situation in which people need to be secure and safe," he added. watch now VIDEO 1:08 01:08 French Finance Minister: De-escalation needed to secure Hormuz Squawk Box Europe France, the U.K. and Germany are among the European allies who have been criticized by President Donald Trump for failing to assist the U.S. in reopening the Strait of Hormuz, a maritime passage controlled by Iran which is critical for exporting large amounts of oil and gas out of the Middle East. European countries are reluctant to get involved in the U.S. and Israel's conflict with Iran, seeing it as a war of choice rather than necessity, and one that has no clear objectives or endpoint. While European officials have expressed concern that global food, fertilizer and energy supplies are at risk as a result of the Strait of Hormuz being effectively closed, there is little appetite to expand naval operations in the Middle East to assist the movements of vessels through the channel. Read more Traffic starts trickling through Strait of Hormuz: Who's moving through and who's still stranded Trump goes alone in the Ira...

Vault Strategic Mining (KNXFF ) will undertake a strategic review aimed at optimizing its 2026 exploration season at the Letain Nickel project while concurrently advancing a broader evaluation of its United States assets, the company said on Wednesday. As part of this initiative, the company has engaged Mr. William "Bill" Feyerabend to conduct a strategic review of its recently acquired U.S. historical mining assets, with a mandate to assess their technical merits and prioritize targets to inform and refine 2026 exploration planning. " This review will help us prioritize targets, allocate capital efficiently, and position the company for meaningful advancement across our projects," CEO Quinn Field-Dyte said. More on Vault Strategic Mining Corp. Financial information for Vault Strategic Mining Corp.

Source: Bloomberg, 6:20

格隆汇3月18日｜A股三大指数高开，随后探底回升，午后全部翻红集体上涨，截至收盘，上证指数涨0.32%，深成指涨1.05%，创业板指涨2.02%，北证50指数涨0.69%，沪深京三市成交额20610亿元，较上日缩量1635亿元，三市超3500只个股上涨。板块题材上，算力租赁、CPO、存储芯片、液冷服务器、元件、铜缆高速连接、PCB等算力硬件股涨幅居前；油气开采及服务、白酒、粮食、煤炭开采加工、化肥、房地产、风电设备板块跌幅居前。 今日算力硬件、AI及科技通信板块全线领涨，相关ETF涨幅显著： AI与算力板块：科创创业人工智能ETF易方达（159140）上涨4.05%，人工智能ETF（515980）上涨3.70%，人工智能ETF易方达（159819）上涨3.55%，大数据ETF（515400）上涨4.07%。通信与科技板块：通信ETF华夏（515050）上涨4.10%，通信ETF嘉实（159695）上涨3.54%，物联网ETF工银（159709）上涨3.43%，科技ETF（515000）上涨3.42%。 半导体与卫星板块：中韩半导体ETF华泰柏瑞（513310）上涨4.06%，卫星ETF（563230）上涨3.70%。 今日创业板综、港股汽车及周期资源板块深度回调，相关ETF跌幅居前： 创业板综板块：创业板综ETF博时（159287）大跌16.84%，领跌市场。港股汽车板块：港股通汽车ETF（520600）下跌2.06%，港股通汽车ETF富国（159239）下跌1.79%，新能源车ETF（515030）下跌1.07%。周期与资源板块：标普油气ETF（513350）下跌1.55%，粮食ETF（159698）下跌1.46%，能源ETF广发（159945）下跌1.04%。地产板块：地产ETF（159707）下跌1.81%，房地产ETF银华（159768）下跌1.65%，房地产ETF（512200）下跌1.08%。

China makes energy security 'reunification' offer to Taiwan amid Middle East war Reuters

何徑舟出任百度APP研發中心組織負責人 趙世奇離職 富途牛牛

何徑舟出任百度APP研發中心組織負責人 趙世奇離職 富途牛牛

alexsl/iStock Unreleased via Getty Images On Monday, the WSJ had an interesting report on why OpenAI ( OPENAI ) is pondering focusing more on enterprise. Some excerpts from the piece : “OpenAI’s top executives are finalizing plans for a major strategy shift to refocus the company around coding and business users, recognizing that a “do everything all at once” strategy has put them on the defensive.“We cannot miss this moment because we are distracted by side quests,” Simo told staff last week, according to remarks reviewed by The Wall Street Journal. “We really have to nail productivity in general and particularly productivity on the business front.”Computing resources often shifted from one team to another at the last minute, and the company’s organizational structure grew complicated, the employees said. For example, OpenAI’s Sora team was housed under the research division, even though it was responsible for launching one of the company’s most high-profile products, they said.” In a compute-constrained environment, it can be more expensive than usual to allocate compute on bets with a high degree of uncertainty around monetization, especially for an AI lab that requires enormous funding from investors to pursue their ambitions. What makes it even more complicated is if a competing AI lab can consistently allocate compute in products/services that drive materially higher revenue and margin than OpenAI can. Right now, AI monetization appears to be much more clear and immediate in enterprise and productivity settings. The rise of agents can make this distinction between enterprise and consumer in monetization even more clear. Consumer markets can move in a glacial fashion due to hardcoded habits, whereas enterprise customers can switch or transform their workflow much faster the moment ROI makes compelling sense. If Anthropic ( ANTHRO ) ends up dominating that market, it is conceivable to imagine that OpenAI’s ability to monetize their compute allocation can increas...