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AI fears push investors to rethink stock valuations as terminal value hits 25-year high

Goldman Sachs analysts warn that concerns about AI disruption are forcing investors to reassess how much of stock valuations depend on distant future profits. Terminal value now accounts for 75% of S&P 500 equity value, mirroring dotcom boom levels. The software sector has dropped 17% this year amid fears that AI tools could erode long-term corporate growth and profit margins.

Business2 sources

AI fears push investors to rethink stock valuations as terminal value hits 25-year high

Business2 sources

Citigroup raises AI market forecast to $4.2 trillion as enterprise adoption accelerates beyond expectations

Citigroup has increased its global artificial intelligence market forecast to over $4.2 trillion by 2030, up from $3.5 trillion, driven by faster-than-expected enterprise adoption of AI tools. The revised outlook highlights Anthropic's explosive growth, with its annualized revenue run rate surpassing $30 billion by April, making it one of the fastest growth trajectories in tech history.

Business3 sources

Citigroup raises AI market forecast to $4.2 trillion as enterprise adoption accelerates beyond expectations

Business3 sources

OpenAI misses revenue targets as AI investments face scrutiny and market confidence wavers

OpenAI reportedly missed internal revenue targets and ChatGPT user growth goals, sending shockwaves through tech stocks. The company's CFO expressed concerns about funding billions in future compute contracts, while partners like Nvidia, Oracle, and AMD saw shares drop. The news raises questions about whether the AI boom can sustain its massive infrastructure spending.

Business33 sources

OpenAI misses revenue targets as AI investments face scrutiny and market confidence wavers

Business33 sources

David Silver raises $1.1B for AI that learns without human data, challenging LLM dominance

Former DeepMind researcher David Silver has secured $1.1 billion in record-breaking seed funding for Ineffable Intelligence at a $5.1 billion valuation. The London-based startup aims to build a 'superlearner' AI using reinforcement learning rather than human-generated data, directly challenging the large language model paradigm that currently dominates the AI industry.

Startups11 sources

David Silver raises $1.1B for AI that learns without human data, challenging LLM dominance

Startups11 sources

Stanford Professor James Zou targets $1 billion valuation for AI physiology startup

Stanford's James Zou is raising approximately $100 million at a $1 billion valuation for Human Intelligence, an AI startup focused on human physiology research. The company builds on Zou's decade of research, including FDA-cleared cardiac AI and disease prediction models that analyze sleep data to detect conditions years before symptoms appear.

Startups2 sources

Stanford Professor James Zou targets $1 billion valuation for AI physiology startup

Startups2 sources

Cohere and Aleph Alpha merge to create $20 billion transatlantic AI powerhouse

Canadian AI company Cohere is acquiring German AI startup Aleph Alpha in a deal valuing the combined entity at $20 billion. Backed by both governments, the merger aims to offer businesses and nations a sovereign AI alternative to Silicon Valley dominance, with Schwarz Group committing $600 million in fresh investment.

Business12 sources

Cohere and Aleph Alpha merge to create $20 billion transatlantic AI powerhouse

Business12 sources

AI coding firm Cognition seeks funding at $25 billion, fueled by SpaceX-Cursor deal momentum

Cognition AI is in early talks to raise hundreds of millions of dollars at a $25 billion valuation, more than doubling its worth from $10.2 billion. The AI coding startup, known for its Devin AI software engineer, has seen increased investor interest following SpaceX's $60 billion agreement to acquire rival Cursor. The move highlights surging demand for AI-powered software development tools.

Startups2 sources

AI coding firm Cognition seeks funding at $25 billion, fueled by SpaceX-Cursor deal momentum

Startups2 sources

Anthropic valuation soars to $900B as investor demand pushes AI startup past OpenAI

Anthropic is considering a $50 billion funding round at a valuation between $850 billion and $900 billion, potentially surpassing OpenAI as the world's most valuable AI startup. Meanwhile, secondary market trading platforms are pricing the Claude AI maker at $1 trillion, driven by explosive revenue growth and intense investor demand for exposure to artificial intelligence.

Business13 sources

Anthropic valuation soars to $900B as investor demand pushes AI startup past OpenAI

Business13 sources

Elizabeth Warren warns AI bubble could trigger financial crisis like 2008

Senator Elizabeth Warren has issued a stark warning that the AI industry's massive spending and borrowing practices could trigger a financial crisis similar to 2008. Speaking at a policy event, she cited striking parallels between AI companies' debt-fueled growth and the housing bubble collapse, calling the current AI bubble four times larger and urging Congress to implement structural reforms before it's too late.

Policy3 sources

Elizabeth Warren warns AI bubble could trigger financial crisis like 2008

Policy3 sources

SoftBank seeks $10 billion margin loan backed by OpenAI shares as AI bet intensifies

SoftBank is pursuing a $10 billion margin loan secured by its OpenAI stake, marking another aggressive move in its AI expansion strategy. The two-year loan comes despite S&P downgrading the Japanese conglomerate's credit outlook to negative, citing concerns over liquidity and asset quality from its massive OpenAI investments.

Business5 sources

SoftBank seeks $10 billion margin loan backed by OpenAI shares as AI bet intensifies

Business5 sources

Vast Data raises $1 billion, triples valuation to $30 billion as AI infrastructure demand surges

Nvidia-backed Vast Data has raised $1 billion in a Series F funding round, more than tripling its valuation to $30 billion. The AI infrastructure company, which develops storage technology for AI data centers, counts xAI, CoreWeave, and JPMorgan Chase as customers. The capital injection positions Vast Data for potential IPO readiness by year-end while it expands globally.

Startups6 sources

Vast Data raises $1 billion, triples valuation to $30 billion as AI infrastructure demand surges

Startups6 sources

Salesforce CEO Marc Benioff Dismisses AI Fears as Stock Plunges 28% Amid SaaSpocalypse Panic

Salesforce CEO Marc Benioff pushes back against Wall Street's AI disruption fears as the company's stock drops 28% this year. While investors worry that AI will destroy the software-as-a-service model, Benioff argues AI is making Salesforce more valuable, pointing to its $300 million Anthropic investment and upcoming Agent Albert platform.

Business2 sources

Salesforce CEO Marc Benioff Dismisses AI Fears as Stock Plunges 28% Amid SaaSpocalypse Panic

Business2 sources

OpenAI commits $1.5 billion to DeployCo joint venture, guarantees 17.5% return to PE firms

OpenAI is set to invest up to $1.5 billion in DeployCo, a new private equity joint venture designed to accelerate AI adoption across enterprise portfolios. The company will commit an initial $500 million with an option for $1 billion more, while guaranteeing PE backers a 17.5% annual return. The move signals an aggressive push to dominate the enterprise AI market ahead of rival Anthropic.

Business6 sources

OpenAI commits $1.5 billion to DeployCo joint venture, guarantees 17.5% return to PE firms

Business6 sources

SpaceX warns orbital AI data centers may never work as $1.75 trillion IPO looms

SpaceX's confidential S-1 filing ahead of its historic IPO admits that orbital AI data centers involve significant technical complexity and unproven technologies that may not achieve commercial viability. This contradicts CEO Elon Musk's January claim that space-based AI was a "no-brainer" achievable within two to three years, raising questions about the company's aggressive AI spending strategy.

Business10 sources

SpaceX warns orbital AI data centers may never work as $1.75 trillion IPO looms

Business10 sources

SpaceX strikes deal with Cursor, secures option to buy AI coding startup for $60 billion

SpaceX announced a partnership with Cursor to develop advanced AI coding tools, including an unusual provision that gives it the option to acquire the popular software development platform for $60 billion later this year. The deal comes as SpaceX prepares for what could be the largest IPO ever, potentially valued at $1.75 trillion, and reflects Elon Musk's strategy to consolidate his tech empire.

Technology33 sources

SpaceX strikes deal with Cursor, secures option to buy AI coding startup for $60 billion

Technology33 sources

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