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Category AI Technology Trends

SanDisk Stock Locks In $94B Backlog, Targets 80% Margins by 2030

SanDisk Stock Locks In $94B Backlog, Targets 80% Margins by 2030

In Brief SanDisk stock rose nearly 14% after its 2026 Investor Day guidance. The company disclosed a $93.9 billion multi-year customer backlog. Ma...
Tim Draper’s AI Doppelgänger: More Polite and Better Than the Original?

Tim Draper’s AI Doppelgänger: More Polite and Better Than the Original?

In Brief Tim Draper launched an AI twin that reviews startup pitches around the clock. The clone draws on 40 years and thousands of pitches at Dra...
SanDisk Told Investors Margins Will Fall, SNDK Stock Rose 14% Anyway

SanDisk Told Investors Margins Will Fall, SNDK Stock Rose 14% Anyway

In Brief SanDisk guided long-term margins to 80%, below the 84.6% it earns today. The stock still rose 13.67% after Thursday's investor day presen...
Big Short Investor Steve Eisman Sees One Weak Spot That Breaks the Entire AI Trade

Big Short Investor Steve Eisman Sees One Weak Spot That Breaks the Entire AI Trade

In Brief Eisman says OpenAI and Anthropic drive 70% of Big Tech's AI revenue. The pair supply 25% to 35% of hyperscaler cloud revenue. Cheap Chine...
Coinbase CEO Warns Rogue AI Could Hit the Internet Within 2 Years

Coinbase CEO Warns Rogue AI Could Hit the Internet Within 2 Years

In Brief Coinbase CEO Brian Armstrong expects a rogue AI online within the next two years. Armstrong compares it to 1988's Morris Worm, which stru...