Adam Levine

Adam Levine

Senior Writer

LATEST ARTICLES

Meta Has a Safety Problem. It Might Have to Fix It.

Meta Has a Safety Problem. It Might Have to Fix It.

The bigger picture for social media companies may be the ways in which they are allowed to design and market their apps.

Long Read

CoreWeave Just Got an $8.5 Billion Loan. Why the Stock Is Rising 11%.

CoreWeave Just Got an $8.5 Billion Loan. Why the Stock Is Rising 11%.

The latest loan facility will reduce the interest costs associated with the neocloud’s massive AI buildout, the company says.

2 minute read

Cybersecurity Stocks Should Be Winning. ‘It’s Like the Upside-Down World.’

Cybersecurity Stocks Should Be Winning. ‘It’s Like the Upside-Down World.’

A rally in cybersecurity stocks lost steam on Monday. The sector is down15% this year.

2 minute read

Meta Platforms Set a $9 Trillion Target. Then Came a Wave of Bad News.

Meta Platforms Set a $9 Trillion Target. Then Came a Wave of Bad News.

Meta’s stock would need to rise nearly 600% in five years for its latest options to pay out. This week’s news makes that aggressive goal all the more difficult.

Long Read

CrowdStrike, Palo Alto Stocks Plummet. Blame Anthropic—Again.

CrowdStrike, Palo Alto Stocks Plummet. Blame Anthropic—Again.

Leaked documents reportedly reveal Anthropic is preparing a new Claude AI model that presents possible cybersecurity risks.

2 minute read

Micron Is Loved by Analysts More Than Ever. It Hasn’t Helped the Stock—Yet.

Micron Is Loved by Analysts More Than Ever. It Hasn’t Helped the Stock—Yet.

Investors have a fickle relationship after repeatedly getting burned by the cyclical memory business.

4 minute read

Meta and Google Lose Social Media Trial

Meta and Google Lose Social Media Trial

A state court jury in Los Angeles awarded $3 million to a woman who said addictive design in social media apps caused her mental health to spiral downwards as a child.

3 minute read

Arm Stock Surges After Falling on Plan to Sell Own Chips

Arm Stock Surges After Falling on Plan to Sell Own Chips

Arm unveils its first-ever data center CPU, developed in collaboration with Meta. That isn’t the reason shares are rising.

4 minute read

Salesforce Stock Is Getting Hit Again. Why the Software Slump Is Back.

Salesforce Stock Is Getting Hit Again. Why the Software Slump Is Back.

Tuesday’s selloff could be a sign that the market was back to fretting about how artificial intelligence could upend the industry.

3 minute read

Micron Stock Drops After Extraordinary Earnings

Micron Stock Drops After Extraordinary Earnings

Micron Technology’s shares were up in after-hours trading.

4 minute read

Nvidia Is Giving Apple Vibes. Good News for the Stock.

Nvidia Is Giving Apple Vibes. Good News for the Stock.

It took years for Wall Street to fully appreciate Apple’s ecosystem. A similar reckoning could renew the rally in Nvidia stock.

4 minute read

Nvidia Won AI’s First Battle. The Next Round Won’t Be So Easy.

Nvidia Won AI’s First Battle. The Next Round Won’t Be So Easy.

As the AI boom took off, Nvidia’s GPU chips were the obvious choice. Our new inference phase changes the equation.

3 minute read

GTC: 4 Takeaways From Keynote

GTC: 4 Takeaways From Keynote

1 minute read

Nvidia Lays Out Hardware Roadmap

Nvidia Lays Out Hardware Roadmap

1 minute read

Huang: Moore's Law Is Dead

Huang: Moore's Law Is Dead

1 minute read

Huang Begins GTC with ... Software

Huang Begins GTC with ... Software

1 minute read

Microsoft Stock Hasn’t Been This Cheap in a Decade. It’s Time to Buy.

Microsoft Stock Hasn’t Been This Cheap in a Decade. It’s Time to Buy.

Shares have been hammered by AI fears, but there’s a different story to be told: Microsoft has spent years preparing for this moment.

Long Read

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