OpenAI cannot escape the doom cloud swirling around its rollout of a text-based "adult mode" in ChatGPT. Late Sunday, The Wall Street Journal reported that insiders confirmed that OpenAI’s "handpicked council of advisers on well-being and AI" were "freaking out" over the company's plans to move ahead with "adult mode," despite their urgent warnings. Back in January, council members unanimously warned OpenAI that "AI-powered erotica could foster unhealthy emotional dependence on ChatGPT for users and that minors could find ways to access sex chats," sources told the WSJ. One expert suggested that without major updates to ChatGPT, OpenAI risked creating a "sexy suicide coach" for vulnerable users prone to form intense bonds with their companion bots . Read full article Comments

Nvidia is best known for its artificial-intelligence hardware, but software is also a crucial part of the company’s success. Huang began his GTC keynote presentation talking about CUDA, one of Nvidia’s important moats. It’s software that makes programming for AI chips simpler.

Launched at CES this year, DLSS 4.5 uses AI to draw 23 out of every 24 pixels seen on the screen. Today, DLSS is evolving beyond performance to transform visual fidelity in games. DLSS was released in 2018 as an AI technology to boost performance, first by upscaling resolution and then by generating entirely new frames. It has been integrated in over 750 games, becoming a gold standard for the industry. However, the rendering horsepower available to a 16-millisecond game frame remains a tiny fraction of that available to a photoreal Hollywood VFX frame, which can take minutes to hours to render. Real-time rendering cannot bridge the gap to photorealism through brute force alone. From programmable shaders with GeForce 3 in 2001, to CUDA ® with GeForce 8800 GTX™ in 2006, to real-time ray tracing with GeForce RTX™ 2080 Ti in 2018, to path tracing and neural shaders with GeForce RTX 5090 in 2025, NVIDIA has delivered major architectural innovations and a massive 375,000x increase in compute to meet this challenge. Bridging the Cinematic Gap Since the dawn of NVIDIA GeForce™, NVIDIA has strived to deliver the graphics horsepower required for game developers to create incredible, realistic worlds — where lighting, reflections and shadows obey the laws of nature. “Twenty-five years after NVIDIA invented the programmable shader, we are reinventing computer graphics once again,” said Jensen Huang, founder and CEO of NVIDIA. “DLSS 5 is the GPT moment for graphics — blending handcrafted rendering with generative AI to deliver a dramatic leap in visual realism while preserving the control artists need for creative expression.” DLSS 5 introduces a real-time neural rendering model that infuses pixels with photoreal lighting and materials. Bridging the divide between rendering and reality, DLSS 5 empowers game developers to deliver a new level of photoreal computer graphics previously only achieved in Hollywood visual effects. Story Continues Video AI models have rapidly learned t...

Micron's AI Memory Stampede Could Last Years, Analysts Say Benzinga

NVIDIA’s new DLSS 5 aims to bring Hollywood-level realism to games Stock Titan

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM) and the global chip industry may be facing another sign of China's growing semiconductor ambitions after reports that the country's second largest chipmaker is preparing advanced 7 nm production. According to Reuters, China's Hua Hong Group has developed chipmaking technologies that could be used to produce chips suitable for artificial intelligence workloads. Its contract manufacturing arm, Huali Microelectronics, is preparing a 7 nm process at a facility in Shanghai. If the effort succeeds, Hua Hong would become only the second Chinese foundry capable of producing chips at that level, alongside Semiconductor Manufacturing International (SIUIF). The push reflects Beijing's broader effort to build a more self sufficient semiconductor supply chain amid ongoing technology tensions with the U.S. The report said Huawei has been working with Hua Hong on the 7 nm project, while Chinese GPU designer Biren has already used Huali's line for tape out testing. The foundry is reportedly targeting an initial capacity of a few thousand wafers per month by the end of the year, with plans to ramp up production later.

Oklo ( OKLO ) will report its results for the fourth quarter on Tuesday, after market close. Wall Street, on average, expects the innovative energy company to post a quarterly loss of 17 cents with no revenue anticipated. In the third quarter, Oklo reported a larger than-expected loss . “OKLO's $922M in cash and short-term debt, minimal liabilities, and low cash burn provide a fortress-like position for a pre-revenue company,” pointed out a recent Seeking Alpha earnings analysis. Most recently, Oklo and Centrus Energy ( LEU ) said they will pursue discussions toward the creation of a joint venture focused on deconversion services for high-assay low-enriched uranium and the advancement of related fuel-cycle technologies and supply chains. Over the last three months, EPS estimates have seen one upward revision and one downward revision. Since the start of the year, OKLO shares have fallen nearly 16%, compared to the 3% drop in the broader S&P 500 index ( SP500 ). Seeking Alpha's Quant recommended the stock as a hold, while the Wall Street analysts see the company as a buy. More on KE Holdings Inc. (BEKE) Q4 2025 Earnings Call Transcript Cockroaches, SaaSpocalypse, And Now 'GFC 2.0' Rapid7: Cheap For A Reason As Growth Stalls And Turnaround Looks Uncertain Simon Property Group on track to snap seven straight sessions of losses IHS Holding GAAP EPS of -$0.23

格隆汇3月17日｜市场消息：苹果(AAPL.O)收购视频剪辑公司MotionVFX，以提升订阅用户规模。

This article first appeared on GuruFocus. China's semiconductor ambitions could be edging forward as Hua Hong Semiconductor (HHUSF) works to develop more advanced chip manufacturing capabilities that may support artificial intelligence processors. People familiar with the matter said the company's contract manufacturing unit, Huali Microelectronics, is preparing a 7-nanometre chipmaking process at its Shanghai plant, a step that could make it the second Chinese chipmaker able to produce chips at that technology level after SMIC (SMICY). The effort arrives as Beijing continues encouraging domestic technology companies to adopt locally produced chips even after Washington eased some export restrictions that now allow Nvidia (NVDA) to sell its second-most-powerful AI chips to China. The 7-nanometre initiative reportedly began last year at Hua Hong's Fab 6 facility, with development supported by domestic equipment suppliers including Huawei-backed SiCarrier. Sources also indicated that Huawei has been collaborating with Hua Hong on the technology, though details surrounding the production process, equipment used, and potential manufacturing efficiency have not been disclosed. Fab 6 currently represents the most advanced facility within Hua Hong Group, which today manufactures logic chips using 22-nanometre and 28-nanometre process nodes. Early production plans could remain limited as the company evaluates the technology. Sources said Huali is targeting initial output of a few thousand wafers per month by the end of the year, with ambitions to expand production capacity later. Chinese GPU designer Biren is reportedly using the 7-nanometre line for tape-out testing after losing access to Taiwan Semiconductor Manufacturing Company's (NYSE:TSM) contract manufacturing services shortly after being placed on a U.S. trade blacklist in 2023. Elsewhere within the group, Hua Hong's Fab 5 facility continues producing chips using mature manufacturing processes ranging from 40-nanome...

China's Hua Hong advances 7nm chip technology as AI semiconductor race intensifies TradingView

Deadline Alert: Oracle Corporation (ORCL) Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP About Securities Fraud Lawsuit GlobeNewswire

LOS ANGELES, March 16, 2026 (GLOBE NEWSWIRE) -- Glancy Prongay Wolke & Rotter LLP reminds investors of the upcoming April 6, 2026 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired Oracle Corporation (“Oracle” or the “Company”) (NYSE: ORCL) securities between June 12, 2025 and December 16, 2025, inclusive (the “Class Period”). IF YOU SUFFERED A LOSS ON YOUR ORACLE INVESTMENTS, CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS UNDER THE FEDERAL SECURITIES LAWS. What Happened? On September 25, 2025, analysts at Rothschild & Co. Redburn claimed that the market was “materially overestimate[ing]” future growth resulting from Oracle’s AI deals, warning that the Company’s promises of new revenues from its increased AI infrastructure business were “unlikely to materialize.” On this news, Oracle’s stock price fell $17.13, or 5.6%, to close at $291.33 per share on September 25, 2025, thereby injuring investors. Then, on December 10, 2025, Oracle released its second quarter fiscal 2026 financial results, missing consensus estimates in revenue growth, capital expenditures (“CapEx”), and negative free cash flow. The Company further revealed that it “now expect[ed] fiscal 2026 CapEx will be about $15 billion higher than [it] forecasted after Q1.” On this news, Oracle’ stock price fell $24.16, or 10.8%, to close at $198.85 per share on December 11, 2025. Further, on December 12, 2025, Bloomberg reported that Oracle had “pushed back the completion dates for some of the data centers it’s developing for the artificial intelligence model developer OpenAI to 2028 from 2027” due to “labor and material shortages.” On this news, Oracle’s stock price fell $8.88, or 4.5%, to close at $189.97 per share on December 12, 2025. Finally, on December 17, 2025, Financial Times reported that Oracle’s primary financial backer for its data center projects, Blue Owl Capital, had backed out of funding a...

Why This Analyst Is Still Pounding the Table on AMD Stock Barchart.com

Advanced Micro Devices (AMD) has been among the hottest stocks in the semiconductor sector, and Wall Street is taking notice. The chipmaker has been on a deal-making tear, locking in massive artificial intelligence infrastructure partnerships with some of the biggest names in tech. That momentum has at least one prominent analyst raising his conviction on AMD stock. After a private meeting with AMD executives, BNP Paribas analyst David O'Connor came away more bullish than ever. Let’s see why. AMD's Gigawatt Deal Pipeline Is Just Getting Started To understand why O'Connor is so enthusiastic, it helps to understand what AMD has been building. Last month, AMD announced a landmark partnership with Meta Platforms (META). Under the multi-billion-dollar agreement, Meta is expected to deploy six gigawatts of AMD Instinct graphics processing units across multiple product generations. The deal followed a similarly sized six-gigawatt agreement with OpenAI, announced earlier. Both partnerships include a custom GPU accelerator co-developed specifically for each customer's workload, something AMD CEO Lisa Su described as a "transformational" shift in how the company engages with the world's top artificial intelligence builders. So what does all of this mean for investors going forward? According to O'Connor, it means the pipeline is far from full. A Seeking Alpha report states that O'Connor emphasized the mood was "quite positive" across both the AI GPU and server central processing unit (CPU) businesses. The analyst also said he sees the potential for more gigawatt-scale deals coming down the road, citing accelerating demand and a supply environment that simply can't keep pace. O'Connor holds an “Outperform” rating on AMD with a $265 price target, according to the Seeking Alpha report. Why Warrants Won't Be Part of Every Deal One question investors have been wrestling with since the Meta announcement: Will AMD hand out stock warrants to every major customer that signs a gigawatt...

格隆汇3月17日｜纽元兑美元NZD/USD日内涨幅达1.50%，现报0.5862。

Key Points Outside of a visual effects award, Disney and its studios were shut out of Sunday night's Academy Awards presentation. Despite producing 40% of the nominees for theatrical animation, it didn't win in that category. It hasn't won an animated feature film Oscar since "Encanto" in 2022. Give the critical winners their flowers and applause, but Disney is still on top when it comes to financial success. 10 stocks we like better than Walt Disney › The 98th Academy Awards ceremony on Sunday night was humbling for Walt Disney (NYSE: DIS). The entertainment giant won just a single Oscar among the 22 that were presented during the televised event. The one prize it did win wasn't even in one of the major categories. Its lone victory came in the visual effects category for Avatar: Fire and Ash, the third film in that blockbuster franchise. Adding insult to injury, the show aired on Disney's own ABC network. It had to watch presenters hand half of the 22 Oscars to rival Warner Bros. Discovery (NASDAQ: WBD), led by the critical success of One Battle After Another and Sinners. Even Netflix (NASDAQ: NFLX) -- yes, Netflix -- walked away with seven times the hardware that Disney scored. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » The show must go on Language aficionados upset by the grammatical abandon of this article's headline should really consider this double negative: Disney had two entries in the animated feature film category, which it has historically dominated. Elio and Zootopia 2 both fell short of the "Golden" run of Netflix's KPop Demon Hunters that ended with the South Korean flick taking top honors. It's the fourth consecutive year that Disney failed to grab the Oscar for animation. It wasn't a great night for the House of Mouse, but Disney stock investors can relax. Collecting accolade...

Why This Analyst Is Still Pounding the Table on AMD Stock FinancialContent

Spaniard had backing of the players and Johan Cruyff’s widow, celebrating with a cigar in his favourite nightclub Joan Laporta accompanied his players from the football pitch to the polling station, singing and winning all the way. From his seat high in tribuna, Barcelona’s outgoing president – who was about to become their incoming president – watched them beat Sevilla 5-2 and then headed back down to his place in the 995-capacity marquee outside the new Camp Nou. There, surrounded by cameras and positioned by table 11, he watched them help him defeat Victor Font even more comprehensively: 68.18% to 29.78%. It was a little before 7.30pm on election Sunday, still early, still not quite time to crack open the champagne or light up the cigar, but it was done. It had been from the start. “We’re 100% focused on the game,” Hansi Flick had said before playing Sevilla this weekend, a line which seemed to set him and his players apart a little from everyone else in Catalonia, but once their primary duty had been fulfilled, his team victorious and four points clear again, they could complete another. Standing there with his passport in hand and Laporta helping ensure he was passed the correct slip, the coach slotted a little white envelope into the box. And then, his vote cast in Barcelona’s 2026 presidential elections, another new experience embraced here, Laporta took his arm, raised it like a prizefighter, the identification complete, and began a chant: “Hansi Flick! Hansi Flick!” Continue reading...

JHVEPhoto/iStock Editorial via Getty Images In a week in which macro developments dominated the headlines, some prominent corporate news hit the news wires in the case of Stryker Corporation ( SYK ). This came as the medical device maker has been hurt by a cyber incident, which is in its early innings, and hence it's very difficult to assess the impact on the business and its stakeholders. The markets will wait for more news to come from the company, given that these types of developments (similar to what we cover at Value In Corporate Events ) can impact the long-term investment case. About The Incident Last week, The Wall Street Journal reported that Stryker had been hit by a cyberattack that had been carried out by a hacking group linked to Iran, which allegedly resulted in a worldwide system outage. Employees were told to refrain from using devices and connecting to the corporate network. This, of course, will have an immediate impact, disrupting operations, but the question is whether and to what degree customers are impacted as well. The question, of course, is how large the issues are, but moreover, how long they will last, which is always a very tricky situation to gauge so early after the incident started. The firm officially recognized the attack, which started on the 11th of March, in its SEC filings. This was followed by Stryker providing an update on the 15th of March, indicating that the issues were contained to the Microsoft internal environment. The company furthermore indicated that it was safe to communicate with sales reps while bringing ordering systems back online to mitigate the impact on clients. Since news about the incident was released last week, shares have sold off some $20, or about 5-6%, in a move shedding some $8 billion from the market value of the firm. This, of course, comes as the market has to deal with a lot of uncertainty, having to gauge if there's just an immediate impact or a longer-lasting impact as well. This, of course, al...

英伟达（NVDA）的DGX Rubin NVL8Systems已经采用了英特尔（INTC）的XEON6处理器。这一选择标志着英伟达（NVDA）在其系统中对英特尔（INTC）最新技术的应用，旨在提升系统性能和计算能力。

Larina Marina/iStock Editorial via Getty Images By Ezequiel Gomes ​XRP ( XRP-USD ) traded around $1.47 on Monday, March 16, extending the recovery from last week’s $1.37-1.40 area. The token is currently on firmer footing than it showed in the first half of March. The chart has improved, but not enough to call it a clean breakout. XRP spent the past several sessions climbing away from the mid-$1.30 region, and that matters because it shows dip buyers have been willing to step in sooner than they were a week ago. The upper $1.40 area now looks like the next real test for XRP. If buyers can keep it above $1.45, this rebound may start to look like a more serious rebuild, with $1.50 coming into view. If the price drops back toward the low $1.40, the market may start reading the move as another short-lived bounce inside a rough range. The rise has come with stronger volume, and that helps give it more credibility. Even with that improvement, XRP remains below the zone that would signal the larger downside trend from earlier this year has truly been broken. XRP price dynamics (February 2026-March 2026) (Source: TradingView) A steadier tape but selective demand The broader crypto market is currently more constructive, with Bitcoin trading above $73,000 and briefly pushing higher during the day. That stronger movement gave XRP a better backdrop than it had during the earlier March pullback. At the same time, the latest fund flows picture has stayed uneven. Recent digital asset inflows were still concentrated mostly in Bitcoin, while XRP had been on the weaker side of the allocation mix, which helps explain why the token has recovered but has not yet separated itself from the pack. There has also been fresh company-specific news around Ripple’s international expansion, including a move to secure an Australian financial services license. That does not change XRP’s chart by itself, but it adds to the sense that the ecosystem around the token is still developing even while pric...

Terra Energy Center is pouring $1 billion into a deal for a planned coal project in Alaska, marking the first investment in new US coal power in more than a decade. The in-principal agreement with Hyundai Heavy Industries Power Systems for an order of power-plant boilers was described in a US Interior Department fact sheet Monday. The transaction is one of several that advanced during talks at the Indo-Pacific Energy Security Ministerial and Business Forum in Tokyo this weekend. Terra Energy Center’s plan represents a striking reversal for the US coal industry. Coal once supplied more than half of the nation’s electricity, but that figure has been steadily declining and now stands at about 16%. The shift came as utilities turned to cheaper and cleaner power sources, including natural gas and renewables, in an effort to rein in climate change. But US President Donald Trump has been pushing for the country to burn more coal, especially with electricity demand set to surge as power-hungry data centers run artificial intelligence. The move is part of Trump’s expansive plan to reshape the US energy landscape, promoting fossil fuels over intermittent renewables. While Trump’s efforts to revive coal in his first term had little impact, he’s having more success since returning to the White House last year. The US Energy Department has also ordered five coal plants that were set to retire to remain in service, and has indicated that it may issue similar orders to other sites that are preparing to shut down. The last major coal plant completed in the US was Sandy Creek , a 932-megawatt facility in Texas that went into service in 2013. Terra Power is planning a 1.25-gigawatt power plant, and Koreit, a South Korean private equity company, has agreed to make a $500 million equity investment, according to the fact sheet. Read More: Trump Officials Vow to Keep All US Coal Plants Running (Michael Bloomberg, the founder and majority owner of Bloomberg LP — the parent company of Bloo...

The UK will “welcome” Volodymyr Zelensky on Tuesday, British Defence Secretary John Healey told parliament, with the Ukrainian leader expected to travel to Madrid, Spain the next day. “Our total determination to stand with Ukraine remains steadfast and we will welcome President Zelensky to this country tomorrow,” Healey said on Monday. Healey’s announcement came hours after UK Prime Minister Keir Starmer said he would be meeting the Ukrainian leader “soon”. Advertisement Ukraine’s European allies have vowed to keep up their support for Kyiv in the conflict with Russia , after Washington partly rolled back sanctions against Moscow to cool oil prices sent soaring by the conflicts in the Middle East. Zelensky will also travel to Madrid for talks with Spanish Prime Minister Pedro Sanchez on Wednesday, sources in Sanchez’s office said. Advertisement “We face two conflicts on two continents, supported by an axis of aggression with similar tactics and similar technologies,” Healey told the House of Commons.

Key Points Eversept Partners added 264,468 shares of Vera Therapeutics in the fourth quarter; the estimated transaction value was $9.39 million based on quarterly average pricing. Meanwhile, the quarter-end position value increased in value by $73.99 million, reflecting both trading and stock price movement. Post-trade, Eversept holds 3,072,304 VERA shares worth $155.58 million. 10 stocks we like better than Vera Therapeutics › On February 17, 2026, Eversept Partners disclosed a buy of Vera Therapeutics (NASDAQ:VERA), adding 264,468 shares in a move estimated at $9.39 million based on quarterly average pricing. What happened According to a SEC filing dated February 17, 2026, Eversept Partners increased its position in Vera Therapeutics by 264,468 shares in the fourth quarter. The estimated transaction value is approximately $9.39 million, calculated using the average share price for the quarter. At quarter-end, the value of the fund's Vera Therapeutics holding rose by $73.99 million, a figure that reflects both new purchases and stock price appreciation. What else to know Top holdings after the filing: NASDAQ: VERA: $155.58 million (8.7% of AUM) NYSE: GSK: $131.41 million (7.4% of AUM) NASDAQ: UTHR: $123.08 million (6.9% of AUM) NASDAQ: ABVX: $88.71 million (5.0% of AUM) NASDAQ: NTRA: $76.63 million (4.3% of AUM) As of Monday, Vera Therapeutics shares were priced at $39.97, up 43% over the past year and well outperforming the S&P 500’s roughly 19% gain in the same period. Company overview Metric Value Price (as of Monday) $39.97 Market capitalization $2.9 billion Net income (TTM) ($299.62 million) One-year price change 43% Company snapshot Vera Therapeutics develops clinical-stage therapies targeting serious immunological diseases, with a lead product candidate, atacicept, in Phase IIb trials for immunoglobulin A nephropathy, and MAU868 in Phase II for BK viremia infections. The company operates a biotechnology model focused on research, development, and commerciali...

Stifel Cuts PT on Oracle Corporation (ORCL) Insider Monkey

US benchmark equity indexes were higher intraday, while oil prices dropped as traders continued to t Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

Musk Says SpaceX Could Surpass DeepMind In AI - Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL) Benzinga