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Perplexity CEO Says On-Device AI Threatens Data Centers As Industry Faces '$10 Trillion Question' — Apple, Qualcomm Positioned To Benefit
Aravind Srinivas, CEO of Perplexity AI, which is backed by Jeff Bezos and Nvidia Corp. (NASDAQ:NVDA), issued a contrarian warning about the future of artificial intelligence, saying on-device intelligence running on personal devices could disrupt the centralized data center model driving massive infrastructure investments. Localized AI Could Upend Data Center Industry “The biggest threat to a data center is if the intelligence can be packed locally on a chip that’s running on the device and then Jan 4, 2026 - $TSLA
Wall Street Braces For Another Year Of High-Value Transactions Following A Record-Breaking 2025
Wall Street is preparing for another year of massive deals, following a record-breaking 2025 that saw 68 transactions, each surpassing $10 billion. The Wall Street dealmakers played a significant role in blockbuster mergers in 2025. This activity pushed global M&A volume to its highest level since the pandemic, indicating a resurgence of confidence in corporate boardrooms. The average transaction size in 2025 was close to $227 million, the highest since 1980. “Large deals are driving the market. Jan 4, 2026 - $TSLA
Microsoft (MSFT) Stock Moves Lower As Investors Assess Its AI Edge Against Google
Microsoft Corp (NASDAQ:MSFT) shares are down Friday morning as the investors continue to weigh its competitive position in the AI space. This decline comes amid the S&P 500 and Nasdaq-100 trading flat to start 2026. Analyst Touts Azure's Gains, Flag Risks For Google's Model On Wednesday, John Freeman, co-founder and senior analyst at Ravenswood Partners, discussed the potential impact of Microsoft's Azure on Alphabet Inc’s (NASDAQ:GOOGL) AI business, suggesting that Google's traditional revenue Jan 4, 2026 - $TSLA
Michael Saylor Says Bitcoin Makes MSTR 'Interesting,' But Polymarket Aren't So Sure
Strategy Inc. (NASDAQ:MSTR) executive chairman Michael Saylor says Bitcoin (CRYPTO: BTC) makes the stock “interesting,” but Polymarket traders bet 76% the company gets booted from MSCI by March 31. Options Activity Dwarfs Mega-Cap Peers Saylor on Frida pointed to MSTR’s... Jan 4, 2026 - $TSLA
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