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May get pretty ugly for AI stocks if …, warn analysts in a research note for 2026 that predicts ‘good news’ for Google and ‘bad’ for Nvidia and OpenAI

Analysts at Pivotal Research warned in a recent note to clients that should ChatGPT-maker OpenAI may cut its spending or face other issues due to its mounting obligations. “It is likely to temporarily get pretty ugly for AI stocks and the market in general,” warn analysts in the research note. “We believe the shakeout, if…

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Google ex-CEO Eric Schmidt: What I did my whole early life is wiped off by…

Former Google CEO Eric Schmidt believes AI’s rapid advancement, already handling 10-20% of programming tasks, signals the end of traditional coding careers. He sees AI’s true economic power in automating corporate functions like billing and accounting, not just coding. Schmidt also predicts Artificial General Intelligence by 2029, urging human oversight to preserve agency. Former Google…

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This Japanese tech company beat Nvidia, Google, Microsoft and all other Silicon Valley giants to become the best-performing stock of 2025

While Nvidia and other US tech giants saw significant gains in 2025, Kioxia Holdings of Tokyo emerged as the world’s best-performing stock. The memory chip maker’s shares surged 540%, driven by the AI boom’s insatiable demand for NAND flash memory to store massive datasets, outperforming all others in the MSCI World Index. Nvidia dominated a…

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After being called out by Elon Musk, Tesla’s ex-AI director Andrej Karpathy says Google Waymo cannot do…

Former Tesla AI chief Andrej Karpathy believes Google’s Waymo couldn’t replicate Tesla’s recent coast-to-coast autonomous drive. He highlighted Tesla’s end-to-end neural network versus Waymo’s modular system, which struggled during a San Francisco power outage. Karpathy praised the milestone despite recent criticism from Elon Musk about his “dated” views. Former Tesla AI director Andrej Karpathy has…

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2025: The year Google made up for its ‘2024 AI mistake’ that made CEO Sundar Pichai say ‘This is not acceptable’

Google’s AI comeback, spearheaded by Gemini 3, has shaken OpenAI, forcing CEO Sam Altman to issue a ‘code red’. Following earlier stumbles, a dream team including Demis Hassabis and Sergey Brin revitalized the company. Gemini’s user base surged, surpassing ChatGPT in app store rankings and challenging OpenAI’s enterprise dominance, marking a significant shift in the…

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‘That is not noise’, Google is leaving ChatGPT behind, and ‘this is the clearest signal that …’

If the biggest news of 2025 is Artificial Intelligence (AI) going mainstream, it is also Google leading the AI war, and at the expense of ChatGPT-maker OpenAI. Almost three years ago, Google CEO Sundar Pichai sent a ‘Code Red’ message to employees across the company over ChatGPT, with Pichai warning it could threaten the future…

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200 million views in 4 weeks: Google AI CEO Demis Hassabis celebrates success of The Thinking Game documentary on YouTube

Demis Hassabis, CEO and co-founder of Google DeepMind has shared an online post celebrating the success of viral documentary “The Thinking Game” on YouTube. Sharing an X (formerly Twitter) post, Hassabis said “‘The Thinking Game’ documentary has just passed 200M views on YouTube in just 4 weeks!”. “Perfect holiday viewing if you’re interested in a…

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Google founder Sergey Brin tells Stanford engineering students: I made the mistake of thinking I am the next Steve Jobs and can make …

Google co-founder Sergey Brin recently shared an important tip that he said he learned from one of the company’s biggest hardware failures. During a talk at Stanford for the engineering school’s centennial year, Google and Alphabet co-founder Sergey Brin recalled Google Glass failure. Brin spoke about Glass failure when a Stanford student asked him, “What…

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In fight for software engineers with OpenAI, Anthropic, Meta and others; Google hired 20% …

Google is aggressively re-hiring former AI talent, with 20% of its AI software engineer hires in 2025 expected to be ‘boomerang workers.’ This strategy, fueled by substantial resources and infrastructure, aims to counter intense competition from rivals like OpenAI and Meta. Google has intensified its battle for AI talent by bringing back former employees, with…

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One word that was CEOs’ ‘favourite’ and employees’ ‘nightmare’ in 2025 across technology companies; including Amazon, Google, Microsoft, Meta, Salesforce and others

In 2025, a single word dominated boardrooms from Seattle to San Francisco. The word defined the job market and struck fear into the hearts of tech workers: Efficiency. It began as a corporate motto for leaders like Meta CEO Mark Zuckerberg and Amazon chief executive Andy Jassy but quickly transformed into a restructuring of the…

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