AI Giants Get a Taste of Their Own Medicine—And They Don’t Like It

The irony is so thick you could cut it with a GPU. For years, the big AI players—Anthropic, OpenAI, Google—have been basically saying: "If it's on the internet, it's fair game for our training data." They've scraped websites, hoovered up content, and called it "fair use." Website owners complained. Lawyers got involved. Nothing changed. Now? These same companies are absolutely *losing it* because competitors are doing the exact same thing to them. Welcome to "distillation"—the practice of using one AI model's outputs to ...
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The Market Never Sleeps (And Nasdaq Wants to Prove It)

Nasdaq just dropped a bombshell: they want to turn the stock market into a 24/5 operation. No more waiting until 9:30 a.m. to trade—they're eyeing round-the-clock action, Monday through Friday. Here's the deal. Right now, the Nasdaq closes at 4 p.m. ET and doesn't reopen until the next morning. But Nasdaq President Tal Cohen thinks that's so 2020s. The company plans to file papers with the SEC soon, with a potential launch in the second half of 2026. Basically, they're saying: ...
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JPMorgan Just Blew Up the Cloud-Only AI Playbook

Here's a plot twist nobody saw coming: JPMorgan Chase, the bank that's supposed to be all-in on cloud computing, just decided to keep some of its most important AI work locked behind its own firewall. This week, SambaNova Systems—an AI chip startup that Intel apparently tried to buy for $1.6 billion less than a year ago—raised $1 billion at an $11 billion valuation. The kicker? JPMorgan is the anchor customer, deploying SambaNova's systems to run AI inference on its own servers, ...
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Summer Stock Rally? Morgan Stanley Says Hold Your Horses—Here’s Why

So you thought summer was gonna be smooth sailing for your portfolio? Morgan Stanley's got some bad news for you. While July is historically the market's favorite month—the S&P 500 has literally gained every single July since 2014—this year might be different. Andrew Sheets, Morgan Stanley's global head of fixed income research, just dropped three reasons why the summer rally could get derailed faster than a meme stock on earnings day. First up: The Iran situation is getting spicy again. Remember ...
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The Market Never Sleeps (And Nasdaq Wants to Prove It)

Remember when trading stocks meant calling your broker during business hours? Yeah, those days are long gone. Now Nasdaq is about to make them even more ancient history by pushing for 24-hour trading, five days a week. No more waiting until 9:30 a.m. to make your move—you could theoretically trade at 2 a.m. on a Tuesday if you're feeling particularly caffeinated (or insomniac). Here's the deal: Nasdaq President Tal Cohen announced the company is filing papers with the SEC to expand ...
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Three Stock Moves That Actually Make Sense Right Now

Look, the market's been throwing a lot at us lately. Iran's ceasefire just collapsed, SK Hynix is about to IPO, and jobless claims are holding steady. But instead of chasing every headline, let's talk about three actual investment ideas that could put money in your pocket. **The AI Infrastructure Play: Follow the Compute** Here's the thing about AI that most people miss—it's not just about the fancy models anymore. It's about *agentic* AI, where AI agents actually do work. Think of it ...
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Stop Chasing AI Chips—Here’s Where the Real Money’s Going Next

Remember when everyone was obsessed with buying electricity stocks? Yeah, neither do we. But here's the thing: the companies that actually *made* electricity? They got crushed by the utilities that *used* it. Vanguard's chief economist Joe Davis is basically saying the same thing is about to happen with AI, and he's got a roadmap for where smart money should pivot. The AI infrastructure party—all those chip makers and hyperscalers throwing billions at data centers—has been *insane*. NVIDIA, Broadcom, all the usual ...
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Summer Stock Rally? Morgan Stanley Says Hold Your Horses

So you thought summer was gonna be smooth sailing for your portfolio? Morgan Stanley's got some bad news for you. Andrew Sheets, the bank's global head of fixed income research, just dropped a reality check on the "summer rally" narrative that's been floating around Wall Street. Here's the thing: July has been basically undefeated since 2014—the S&P 500 has gained every single July for over a decade. That's the kind of track record that makes investors salivate. But Sheets is waving ...
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