Meridian Intelligence · Global Finance Intelligence

5 hr ago

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Peter Thiel-backed Cognition AI in talks to raise funding at $40B+ valuation: report

Peter Thiel-backed Cognition AI in talks to raise funding at $40B+ valuation: report. Market participants are assessing the implications for related sectors and…

Meridian Intelligence View: Meridian Intelligence view: The AI boom is entrepreneurial action chasing marginal returns from new tech. Capital inflows inflate valuations; only services consumers willingly pay for represent genuine productivity progress.

AI Tech

Peter Thiel-backed Cognition AI in talks to raise funding at $40B+ valuation: report

'Avoid disaster': Sanders urges Meta, OpenAI, and Anthropic to freeze AI development

Oracle prepares plans for new round of layoffs this month - report

Lumentum Q4 results feature 109% revenue surge with more growth ahead on AI demand

Data center dividends: Job growth, home values soar in tech-heavy counties

Gemini tops 1B user mark as ChatGPT and Grok continue to make moves

Enterprises focused on ROI, but AI spending remains strong: UBS

Target names a Chief AI Officer as it looks to boost AI and UX capabilities

Intel stock shows resilience above 100-MA after AI capital raise

Apple extends panel inventory holding time as component prices continue to inflate: report

OpenAI COO Lightcap announces departure to start 'something new'

Rackspace edges up following Q2 results

Nvidia launches open model Nemotron 3.5 Lightning; working on bigger Nemotron 4: report

Best Buy trades higher after Truist points to second-half upside

Autodesk in focus as Goldman Sachs starts with Neutral rating

Monolithic Power initiated with a Buy rating at GF Securities

IBM, Together AI ink $240M deal for Nvidia inference cluster

Cerebras sees bullish views at Wedbush ahead of earnings, Supernova event

Anthropic's data center deal with Riot likely a boon for AMD, Wedbush says

Microchip upgrades PolarFire FPGA edge AI sensor board

Meta playbook: Deeper dive into Mark Zuckerberg's new AI manifesto

Markets say Nvidia matters more than inflation - Nomura

AI Tech

Peter Thiel-backed Cognition AI in talks to raise funding at $40B+ valuation: report

'Avoid disaster': Sanders urges Meta, OpenAI, and Anthropic to freeze AI development

Oracle prepares plans for new round of layoffs this month - report

Lumentum Q4 results feature 109% revenue surge with more growth ahead on AI demand

Data center dividends: Job growth, home values soar in tech-heavy counties

Gemini tops 1B user mark as ChatGPT and Grok continue to make moves

Enterprises focused on ROI, but AI spending remains strong: UBS

Target names a Chief AI Officer as it looks to boost AI and UX capabilities

Intel stock shows resilience above 100-MA after AI capital raise

Apple extends panel inventory holding time as component prices continue to inflate: report

OpenAI COO Lightcap announces departure to start 'something new'

Rackspace edges up following Q2 results

Nvidia launches open model Nemotron 3.5 Lightning; working on bigger Nemotron 4: report

Best Buy trades higher after Truist points to second-half upside

Autodesk in focus as Goldman Sachs starts with Neutral rating

Monolithic Power initiated with a Buy rating at GF Securities

IBM, Together AI ink $240M deal for Nvidia inference cluster

Cerebras sees bullish views at Wedbush ahead of earnings, Supernova event

Anthropic's data center deal with Riot likely a boon for AMD, Wedbush says

Microchip upgrades PolarFire FPGA edge AI sensor board

Meta playbook: Deeper dive into Mark Zuckerberg's new AI manifesto

Markets say Nvidia matters more than inflation - Nomura