Michael Burry is short Nvidia (NVDA) on a macro/AI-financing bet rather than a bet against Nvidia’s technology, and he has posted about Etched, a startup claiming its Sohu chip can run transformer-model inference faster and cheaper than Nvidia’s general-purpose GPUs.
Aug 24, 2026 ·
Yahoo Finance
Delta CEO Ed Bastian said AI could eventually boost Delta’s profitability by as much as 50%, moving its profit margin from around 10% to 15% and amounting to billions of dollars.
Aug 24, 2026 ·Yahoo Finance
Goldman partner Chris Churchman warned that widespread use of AI could cause “cognitive atrophy” by outsourcing bankers’ reasoning to models, reducing training that turns juniors into senior risk takers.
Aug 24, 2026 ·
CNBC
Linux kernel 7.3’s fix for an Intel Xe graphics Oops prevents machines from freezing at boot by changing the i915 driver’s CCS memory handling from rounding up to rounding down (a bogus round_up() to round_down()).
Aug 24, 2026 ·
The Register
General Intuition is in talks to raise new funding at a $6B pre-money valuation from investors including Valor Equity Partners, Point72 Ventures, and Seven Seven Six, with existing backers Khosla Ventures and General Catalyst also participating.
Aug 24, 2026 ·
TechCrunch
Nvidia says its LPX racks built around Groq 3 LPUs deliver 3,400 tokens per second on a 100,000-token input sequence running Google’s Gemma 4 31B—4× faster than Cerebras in the same test conditions.
Aug 24, 2026 ·The Register
OpenAI’s ChatGPT Work launched last month for $20/month on its lowest subscription tier and is designed to let non-engineers delegate multistep, autonomous “agent” tasks by connecting the model to tools like Slack, inbox, Notion, and Figma.
Aug 24, 2026 ·TechCrunch
US power consumption is expected to grow 39% by 2035, driven by demand from data centers and electrification of household appliances and transport, after demand stayed steady for more than a decade.
Aug 24, 2026 ·Ars Technica
Dell Technologies (DELL) is up 251% year-to-date and pays a forward annual dividend of $2.52 (about a 0.58% yield).
Aug 24, 2026 ·Yahoo Finance
Hugging Face has reportedly been approached about an acquisition at a valuation of $13 billion or more, with no deal reached yet.
Aug 24, 2026 ·TechCrunch
SGA Global Growth Strategy’s Q2 2026 investor letter said it raised its Alphabet (GOOG) position target, maintaining an above-average weight as it cited Alphabet’s “well-positioned beneficiary” exposure to the AI investment cycle and demand for AI compute resources after Alphabet’s Q1 report.
Aug 24, 2026 ·Yahoo Finance
Arm Holdings (ARM) was a top contributor to SGA Global Growth Strategy’s Q2 2026 results after posting 20% revenue growth and 12% profit growth, alongside continued royalty expansion and guidance for roughly 20% revenue growth, even as SGA trimmed the position due to valuation after the stock’s strong run (ARM closed at $243.32 on Aug. 21, 2026, up 76.60% over 52 weeks and down 8.64% over one month).
Aug 24, 2026 ·Yahoo Finance
Guinness Global Innovators Fund’s Q2 2026 letter says Lam Research (LRCX) is gaining as AI-driven semiconductor capex expands, citing Lam shares up about +103.0% over the quarter and a raised outlook for global WFE spending extended into 2026 and 2027.
Aug 24, 2026 ·Yahoo Finance
XRP jumped about 50% in 7 days and saw over $100M of XRP shorts liquidated over the past five days as trading volume topped $6B in 24 hours—over 6% of its circulating market cap—after an SEC regulatory framework release.
Aug 24, 2026 ·Yahoo Finance
Guinness Global Innovators Fund named Advanced Micro Devices (AMD) a new holding in its Q2 2026 investor update and highlighted AMD’s EPYC CPUs and Helios rack-scale platform as growth drivers from 2027, alongside a potential CPU-to-GPU deployment shift toward parity for AI/agentic workloads.
Aug 24, 2026 ·Yahoo Finance
Guinness Global Innovators Fund flagged that Intuit’s TurboTax performance weakened its moat—TurboTax revenue grew 7% (below about 8% expectations) and paid DIY returns declined sharply, especially among price-sensitive, lower-income filers—prompting an exit amid “Saaspocalypse” AI-disruption worries.
Aug 24, 2026 ·Yahoo Finance
Dave Plummer, author of the original 1996 Windows Task Manager, has released updated cross-platform Task Manager apps for Windows, Mac, and Linux with fuller system-insight features and a more Task Manager-like UI, plus claims that the Windows build is roughly half the size of Microsoft’s and uses about half the RAM.
Aug 24, 2026 ·The Register
The Daniel K. Inouye Solar Telescope produced new, highest-ever-resolution images and simulations showing swirling, hurricane-like plasma motions on the sun’s surface that support a long-predicted mixing theory.
Aug 24, 2026 ·
CNET
Googlebook is expected to launch in September as an AI-first “next generation of ChromeOS” that merges ChromeOS and Android via a unified “Aluminum OS,” with Gemini positioned as a system-level interaction layer (including Magic Pointer and Create Your Widget).
Aug 24, 2026 ·
ZDNet
Anthropic’s annualized revenue rose to more than $65B by the end of July, supporting a planned October IPO at a valuation of $2T-plus (with $190B–$200B revenue targeted for 2028).
Aug 24, 2026 ·Yahoo Finance
