Finance

434 articles found

OpenAI Blasts Microsoft Constraints, Partners With AWS And Attacks Anthropic's Revenue Claims In Enterprise Push

OpenAI Blasts Microsoft Constraints, Partners With AWS And Attacks Anthropic's Revenue Claims In Enterprise Push

Apr 14, 2026
CNBC

OpenAI is going on the offensive in the enterprise AI war, blasting Microsoft for limiting its reach, partnering with AWS to accelerate growth, and accusing rival Anthropic of inflating its $30 billion revenue run-rate by $8 billion, as OpenAI fights to close the gap in enterprise adoption where Claude currently …

Investors Now Demand Full AI Operational Overhauls, Not Just AI Features, Before Funding Companies

Investors Now Demand Full AI Operational Overhauls, Not Just AI Features, Before Funding Companies

Apr 07, 2026
Future of Tech and Security: Strategy & Innovation with Raffy – Insights at the intersection of cybersecurity, strategy, and innovation.

Investors are now demanding full AI-driven operational overhauls before funding companies, shifting focus from surface-level AI features to evidence that entire business models are being rebuilt around artificial intelligence as foundational infrastructure.

Sandisk Drops 26% on Google Compression Fears, But Strong Fundamentals Signal Undervaluation With $671 Price Target

Sandisk Drops 26% on Google Compression Fears, But Strong Fundamentals Signal Undervaluation With $671 Price Target

Apr 02, 2026
Seeking Alpha

Sandisk drops 26% amid fears over Google's TurboQuant compression algorithm, but with Q2 data center sales surging 64% quarter-over-quarter, margins projected at 65-67%, and a $671 price target suggesting 17-18% undervaluation, analysts say the sell-off is overblown and the stock presents a strong buying opportunity.

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