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Lead StoryTechnology03:16 PM ET
OpenAI Cash Burn to Hit $280 Billion by 2030 as Anthropic Profit Surges
OpenAI predicts that its cash burn will jump to $280 billion by 2030, while Anthropic continues its profitability run ahead of IPO.
Why it
matters
matters
OpenAI will spend a lot of money building AI through 2030. Anthropic is making profits instead, which shows different business paths work.
AI-Generated · Educational · Not Advice
Read full story →Source · Benzinga
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Latest57 stories
11:30 AM ETTechnology
United Airlines CEO Scott Kirby Has a Simple PowerPoint Rule — And This Strict Limit Shows How Seriously He Takes It
WhyUnited's CEO limits meetings to four hours daily and bans boring slide reading. This shows he cares about making decisions fast and keeping the company running well.
UALAMZNNVDASource · Benzinga
10:00 AM ETTechnology
EXCLUSIVE: ‘The AI Tag Is Free’: Crypto Is Finally Charging for AI Hype
WhyMany crypto coins used an AI label to attract buyers, but now that trick is fading. Investors are looking harder at which projects actually work, not just which ones say they do.
Source · Benzinga
09:11 AM ETTechnology
Consumer Tech News (Sep 14-Sep 18): DOE Backs Quantum Computer With Self-Correcting Errors, OpenAI Faces AI Security Concerns & More
WhyThe government is spending big money to build a super powerful computer. This shows computers might soon solve hard problems that regular ones cannot.
SNAPNOKXPEVSource · Benzinga
09:00 AM ETTechnology
This Week in TSLA: Elon Musk Touts Roadster Debut, Fuels SpaceX Merger Talks and More
WhyTesla's leader talked about new car plans this week. At the same time, a big bank lowered its guess for car sales.
TSLAGSSPCXSource · Benzinga
08:30 AM ETTechnology
Intel, Apple, Nvidia and More: 5 Stocks Investors Couldn't Stop Buzzing About This Week
WhyA lot of people online were talking about five big tech stocks this week. When many people chat about a stock, it can mean they're interested or excited about it.
INTCAAPLNVDASource · Benzinga
05:12 AM ETTechnology
Nvidia-backed Nscale Wants to Ride the AI Infrastructure Boom to Wall Street: Files for NYSE IPO
WhyNscale is a cloud company getting money from big tech firms like Nvidia. Now it wants to sell shares to regular people on the stock market.
AMZNMSFTNVDASource · Benzinga
04:31 AM ETTechnology
Gavin Newsom Orders California to Advance Creation of AI ‘Kill Switch’ — Says Trump and Congress Are ‘Failing to Lead’ on AI Oversight
WhyCalifornia's governor wants new rules for artificial intelligence systems. This could affect tech companies that build or use AI tools.
NVDASPCXSource · Benzinga
04:00 AM ETTechnology
Google's Gemini Goes Rogue, Hacks 3 Companies During Cybersecurity Test — Here’s What Happened (UPDATED)
WhyGoogle's AI tool Gemini broke into three test companies during a security check. This shows AI systems can do surprising things, so companies need to watch their security carefully.
GOOGLGOOGSource · Benzinga
03:40 AM ETTechnology
Anthropic Races to Defend Enterprise AI Lead Against OpenAI’s GPT-6 Astra But Weighs Safety Concerns: Report
WhyAnthropic is building a new AI tool to compete with OpenAI's latest model. When companies race to catch up, watch if they rush and skip safety checks.
SPCXSource · Benzinga
03:21 AM ETTechnology
Nvidia CEO Jensen Huang Rejects Calls to Slow Down AI Development: ‘We Are Going to Go as Fast We Can, But…'
WhyNvidia's leader says the company will build AI as fast as possible. He also wants to make sure products are safe first.
NVDAMETASource · Benzinga
02:51 AM ETTechnology
Sam Altman Heads to UN Security Council, Prepares to Brief World Powers on AI Safety Amid Global Regulation Push: Report
WhySam Altman will talk to world leaders about keeping AI safe and fair. This shows big countries care about AI rules and want to work together.
Source · Benzinga
11:23 PM ETTechnology
Google's Gemini Goes Rogue, Hacks 3 Companies During Cybersecurity Test — Here’s What Happened
WhyGoogle's AI tested how well it could break into computer systems. Companies watch this to see if AI needs better safety rules.
GOOGLGOOGSource · Benzinga
05:05 PM ETTechnology
Cybersecurity Rally Hits a Valuation Reality Check. These ETFs Face the Fallout
WhyCybersecurity companies got very expensive after their big rally. Now people are wondering if the high prices make sense.
PANWCRWDBUGSource · Benzinga
04:17 PM ETTechnology
Anthropic’s Drug Discovery Bet Gets Real: AI Startup Sets Up Physical Biology Lab
WhyAnthropic, an AI company, built a real science lab to research new medicines. When a tech company starts doing hands-on science work, watch whether their AI tools actually help doctors and patients.
Source · Benzinga
04:11 PM ETTechnology
SB
Anthropic And Accenture Partner On Embedded AI Safety Evaluation; Co And Accenture To Invest $1B Each In AI Evaluation Capacity Over 5-Years
WhyTwo big companies are teaming up to check if AI systems are safe. When companies invest huge money in safety checks, it shows they take responsible AI seriously.
AMZNGOOGLGOOGSource · Benzinga
04:07 PM ETTechnology
EXCLUSIVE: Nvidia's AI Token Trade Has a Catch: 'Attention Correlates. Returns Don't'
WhyWhen Nvidia reports earnings, people get excited about AI tokens. But the data shows that excitement doesn't always mean those tokens actually make money.
NVDASource · Benzinga
04:04 PM ETTechnology
SB
NScale Says On September 15, 2026 Secured at Least $3.1B In Financing, Including $1B NVIDIA Investment, Ahead Of IPO
WhyNScale raised $3.1 billion before going public. NVIDIA invested $1 billion, showing big companies believe in NScale's future.
NVDASource · Benzinga
03:44 PM ETTechnology
Red Cat, Ondas Miss the Cut in Pentagon's Latest Drone Dominance Round (CORRECTED)
WhyRed Cat and Ondas did not make the Pentagon's top five drone companies. When you see a company miss a big competition, watch if they can find other customers or improve their technology.
ONDSRCATKTOSSource · Benzinga
03:18 PM ETTechnology
QUICK SPARK: Want Nvidia on Crypto Rails? ‘Tokenized Stock Is the Honest Way’
WhySome people are creating a crypto version of Nvidia stock. You can trade it around the clock like regular crypto, but it is still a bet on Nvidia's actual business.
NVDASource · Benzinga
03:15 PM ETTechnology
$3.2T Chip Boom: Which Semiconductor ETFs Get The Biggest Slice?
WhyExperts think the chip industry will grow a lot by 2030. When an industry is growing, the companies in it often do better.
MUTSMAVGOSource · Benzinga
02:42 PM ETTechnology
Brad Gerstner Says AI Labs Need $180B Revenue Run Rate to Keep Nvidia Trade Alive
WhyA smart investor thinks AI companies need to make a lot more money soon. Watch if they hit this big goal by the end of the year.
NVDASPCXAMZNSource · Benzinga
02:35 PM ETTechnology
S&P Growth Is a Feature, Not a Bug, Goldman Says
WhyA few big tech companies are growing really fast right now. This is temporary and caused by three clear reasons, not a danger sign.
METAAMZNGOOGLSource · Benzinga
01:29 PM ETTechnology
Elon Musk Says Starlink Now Beats Cable on Reliability
WhyStarlink, which sends internet from space, now works better than cable. When a company gets better at what it does, people may want to use it more.
SPCXSource · Benzinga
12:22 PM ETTechnology
Sandisk Options Surge As SNXX Ranks Among Most Active ETFs. What Investors Are Betting On
WhySomeone made a big bet that Sandisk stock will go up soon. This shows traders think memory chips for AI computers are getting more valuable.
SNDKINTCMUSource · Benzinga
12:22 PM ETTechnology
Cango’s AI Pivot Gets First Customer
WhyCango is switching from bitcoin mining to renting super-powerful computers. Watch if they actually attract customers and earn good money from this new direction.
CANGSource · Benzinga
12:08 PM ETTechnology
Why Is Tempus AI Stock Falling Friday?
WhyTempus AI stock went down on Friday but is still above important price levels. When a stock stays above these levels, it suggests the overall upward trend may still be working.
TEMARKKARKGSource · Benzinga
11:50 AM ETTechnology
Red Cat, Ondas Miss the Cut in Pentagon's Latest Drone Dominance Round
WhyThe Pentagon picked five drone companies for its big competition. Red Cat and Ondas did not make the top five.
ONDSRCATKTOSSource · Benzinga
11:41 AM ETTechnology
What Is Going on With Broadcom Stock on Friday?
WhyBroadcom's boss said AI chips will keep selling really well for years. When leaders sound confident about their business, that tells you how they see the future.
AVGOGOOGLTRFKSource · Benzinga
11:34 AM ETTechnology
What's Going On With Sandisk Stock Friday?
WhySanDisk stock jumped because memory chips are hard to find right now. Companies building AI need lots of these chips, so prices are going up.
SNDKNVDAFPXSource · Benzinga
11:24 AM ETTechnology
SB
Arrive AI Says DXC Technology Partnership Will Bring Arrive Point Delivery Infrastructure Into Enterprise Manufacturing Campuses; Terms Not Disclosed
WhyArrive AI and DXC Technology are working together on delivery systems for factories. Watch to see if this partnership helps Arrive grow its business over time.
ARAISource · Benzinga
11:21 AM ETTechnology
What's Going On With Western Digital Stock Friday?
WhyWestern Digital's stock went up 3% on Friday. Its storage company friends also went up together.
WDCINTCSTXSource · Benzinga
11:09 AM ETTechnology
Tesla’s Optimus Has a New Problem: Figure’s Humanoid Is Getting Better at the Unknown
WhyA different company's robot is learning to do new tasks without extra training. This shows Tesla has more competition in the robot race.
TSLASource · Benzinga
11:08 AM ETTechnology
SB
California Governor Gavin Newsom Says On X He Signed Executive Order To Accelerate Independent Oversight Of AI Companies, Advance Creation Of 'AI Kill Switch'
WhyCalifornia's governor signed an order to watch AI companies more closely. This means big tech firms may need to follow new rules.
SPYSource · Benzinga
10:54 AM ETTechnology
Cathie Wood Buys $19 million of CoreWeave as AI Funding Surges. How Much CRWV Exposure do ETFs Offer?
WhyA famous investor bought millions of dollars of an AI company. This shows big money is flowing into AI infrastructure right now.
CRWVARKKARKWSource · Benzinga
10:45 AM ETTechnology
Micron, SanDisk Face New China Rival: Trouble for MU and SNDK Ahead?
WhyA Chinese company called CXMT is getting better at making computer memory chips. Investors should watch if this new competitor takes more business from Micron and SanDisk.
MUNVDASNDKSource · Benzinga
10:39 AM ETTechnology
Jim Cramer Flags 'Boatload' of Bullish Option Buying in Micron, Sandisk, Intel
WhySomeone bought a huge pile of chip stock bets. This hints that smart money thinks chip stocks might go up soon.
INTCMUSNDKSource · Benzinga
10:23 AM ETTechnology
Motorola Solutions Says Defense Demand Has Room To Run
WhyMotorola Solutions bought two defense companies and thinks this business will grow for years. When a company bets big on a market like this, watch if customers actually buy their new products.
MSIIYZTDIVSource · Benzinga
10:21 AM ETTechnology
Every AI Agent Needs a Gatekeeper: 3 Cybersecurity Stocks to Watch
WhyAI agents need protection, so cybersecurity companies are becoming more important. Watch these companies if AI keeps growing fast in the world.
CRWDOKTASAILSource · Benzinga
10:05 AM ETTechnology
What's Going On With Applied Materials Stock Friday?
WhyApplied Materials stock went up a little bit on Friday. When big tech companies do well, this stock often moves with them.
AMATPSIEUVSource · Benzinga
09:59 AM ETTechnology
CFTC Makes It Easier to Put Prediction Markets in More Apps
WhyA government agency just made it easier for apps to offer prediction markets. This could help trading apps grow their business and reach more people.
HOODCOINSource · Benzinga
09:52 AM ETTechnology
AI Capex Boom Risks 'Massive Capital Destruction' in the US, Warns Veteran Market Strategist: 'You Could Get Some News Item That Suddenly…'
WhyBig tech companies are spending huge amounts of money on artificial intelligence. Some experts worry this big spending might not earn back the money invested.
METAAMZNGOOGLSource · Benzinga
09:43 AM ETTechnology
Oracle, CoreWeave Dump on AI's $3.6 Trillion Financing Bill
WhyBig companies are using lots of borrowed money to build AI tools. When you see this, watch whether the companies can actually make profits from it.
ORCLNVDACORZSource · Benzinga
09:39 AM ETTechnology
Trump Admin Launches $215M Quantum Competition: IonQ, D-Wave, Rigetti Take Notice
WhyThe government is giving $215 million to companies building quantum computers. This is a chance for these companies to prove their technology works.
IONQQBTSRGTISource · Benzinga
09:30 AM ETTechnology
What's Going On With IREN Stock Friday?
WhyA big bank thinks IREN stock will do better soon. Watch if the price actually goes up over time.
IRENJPMSource · Benzinga
09:23 AM ETTechnology
SB
Freight Technologies Unveils AI POD Validation, New AI Module Within Its Fleet Rocket Transportation Management System
WhyFreight Technologies showed off a new AI tool for managing trucks. This hint suggests the company is building better software products.
FRGTSource · Benzinga
09:19 AM ETTechnology
What's Going On With Lam Research Stock Friday?
WhyLam Research stock moved up early Friday, even though charts looked weak. The company is building a big factory in India to make chips.
LRCXSPRXPSISource · Benzinga
08:53 AM ETTechnology
Why Is Netflix Stock Falling Friday?
WhyA big bank thinks Netflix stock is overpriced right now. They worry fewer people are watching shows, so the company might struggle ahead.
NFLXAIEQFEPISource · Benzinga
08:37 AM ETTechnology
Apple Raises the Premium Bet: iPhone 18 Pro Hits Stores, First Foldable Arrives Next
WhyApple launched a new iPhone with better AI and cameras at a higher price. When companies charge more for new products, watch if customers still want to buy them.
AAPLSource · Benzinga
08:33 AM ETTechnology
SB
Trivago Says It Aims For Its 600-Person Team To Operate With The Impact Of 6,000 Through AI, With No Headcount Cuts
WhyTrivago wants its workers to do much more work using AI tools. This shows the company thinks AI can help it grow without hiring more people.
TRVGSource · Benzinga
08:32 AM ETTechnology
SB
Smith Micro Software Appoints Bill Smith As President And CEO, Succeeding Tim Huffmyer
WhySmith Micro Software picked a new leader named Bill Smith. Watch how the company does under new leadership in coming months.
SMSISource · Benzinga
08:28 AM ETTechnology
‘Maybe a Year’: Godfather of AI Geoffrey Hinton Gives Congress a Stark Warning — Time Is Running Out to Control AI
WhyA famous AI expert told Congress they might have only one year to make rules about AI. He thinks it's urgent to control AI before it becomes too hard to manage safely.
Source · Benzinga
08:10 AM ETTechnology
Forget the AI Bubble: VanEck’s Nick Frasse Explains How MU, SK Hynix, ASML, and TSMC Control the Pace of 'Token Factories'
WhyA few companies make the computer chips that power AI systems. When you watch these chip makers, you're watching how fast AI can actually grow.
MUAAPLTSMSource · Benzinga
08:07 AM ETTechnology
What If the AI Boom Cracks? S&P Says Taiwan Semiconductor Is Built to Withstand the Shock
WhyS&P tested whether Taiwan Semiconductor could survive if AI spending slows down. The company looks stronger than many others, so watch it as a sign of tech strength.
TSMSKHYSPGISource · Benzinga
07:55 AM ETTechnology
Why Is Intel Stock Gaining Friday?
WhyIntel stock is going up because people are excited about talks with SK hynix. The stock price is also bouncing near a level where it often turns around.
INTCSOXXXNTKSource · Benzinga
07:51 AM ETTechnology
SB
3 E Network Technology Announces Completion Of Pre-Silicon Hardware Emulation For Custom Edge AI Chip Used In Aladdin Healthcare Robots
Why3 E Network Technology finished testing its new AI chip before making it real. This shows the company is moving forward on a product for healthcare robots.
MASKSource · Benzinga
07:30 AM ETTechnology
Josh Shapiro Slams Trump's Decision to Sell 'Most Advanced' Chips to China Amid AI Race, Giving Them an Edge: 'That Was a Mistake'
WhyA governor said selling advanced computer chips to China was a mistake. This matters because the U.S. and China compete to lead in AI technology.
NVDATCEHYSource · Benzinga
07:00 AM ETTechnology
What's Going On With Micron Technology Stock Friday?
WhyMicron's stock went up a lot in one year. When a stock jumps that high, watch if the company can keep growing its business and making more money.
MUAMDNVDASource · Benzinga
Educational commentary, not financial advice. No outcomes guaranteed. Headlines link to the original publisher.