Cantor Fitzgerald analyst Deepak Mathivanan sees 15% more upside for Alphabet stock, upgrading it to overweight. He cites the company’s AI moats and an easing regulatory environment as key drivers. But after a 65% surge last year, the pressure is on for Google to execute.
Bank of America has upgraded Coinbase to a buy rating, seeing a 38% upside to its $340 price target. The upgrade is driven by Coinbase’s aggressive expansion beyond crypto into stock trading and asset tokenization, aiming to become an “everything exchange.”
Google has removed the subscription requirement for three Gmail AI features, making them free for all personal account holders in the United States. The move includes “Help Me Write,” personalized “Suggested Replies,” and AI summaries for long email threads, signaling a major shift in the AI assista
A judge has signaled that Elon Musk’s lawsuit against OpenAI will go to trial, rejecting a bid to dismiss the case. This legal battle over OpenAI’s shift to a for-profit model could have major implications for enterprise AI strategies built on Microsoft’s Copilot and Azure.
In a significant regulatory move, the EU has mandated that X retain all data and documents concerning its AI chatbot, Grok. This order comes amid a growing crisis over nonconsensual imagery on the platform.
HSBC is set to fully acquire Hang Seng Bank after minority shareholders overwhelmingly backed the $14 billion buyout offer. The deal, a 30% premium, is a big wager on Hong Kong’s economic resurgence.
OpenAI has officially launched ChatGPT Health, a specialized version of its AI designed to handle health queries with more care. The tool draws from medical sources and user data but is built to support, not replace, professional care. It’s currently available via a waitlist for most users outside E
The tech industry’s obsession with achieving AGI is fading fast. CEOs from OpenAI, Anthropic, and Microsoft are now publicly dismissing the term they once championed, as research suggests current AI models can’t get there.
Microsoft is reportedly planning another major round of layoffs for January 2026. Between 11,000 and 22,000 roles could be cut, primarily in Azure, Xbox, and sales. The move is linked to the company’s massive spending on AI infrastructure.
WhatsApp is rolling out three new features aimed at making group chats more organized and expressive. The update includes Member Tags for roles, Text Stickers, and customizable Event Reminders. It’s a global release following other recent platform upgrades.
