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In-depth insights in seconds. Ask Deep Research.

Apple

Apple is a multinational technology company headquartered in Cupertino, Calif., and led by CEO Tim Cook. With a market capitalization of over $2 trillion, it is one of the largest companies in the world. Apple’s main competitors in the technology industry include Samsung, Google and Amazon. Apple is a latecomer to the artificial intelligence race, and the company also has ambitions to lead in augmented reality and video production.

Recent Articles about Apple
OpenAI CEO Sam Altman. Nathan Laine/Bloomberg via Getty Images
The Briefing

Mixed OpenAI Investor Signals

By Cory Weinberg · Apr 1, 2026 5:00pm PDT
Four months ago, Sam Altman got testy with one of his own investors, Altimeter Capital’s Brad Gerstner, in a podcast soundbyte heard round the world. “Brad, if you want to sell your shares, I’ll find you a buyer,” Altman said.Indeed, he seems to have found plenty of buyers. Four months ago, Sam Altman got testy with one of his own investors, Altimeter Capital’s Brad...
Pro subscription required icon Pro subscription required icon Art by Clark Miller.
Deep Research

Software Under Siege: Enterprise AI Report Card

By The Information Staff · Apr 1, 2026 12:59pm PDT
Artificial intelligence has loomed large over the software sector, with fears of AI disruption battering the stocks of legacy enterprise software giants. Beyond the investor panic and Silicon Valley hype, what is actually happening inside big companies that spend money on software? An analysis by The Information’s Deep Research suggests an early... Artificial intelligence has loomed large over the software sector, with fears of AI disruption...
OpenRouter CEO Alex Atallah
Exclusive

Startup That Helps Developers Pick AI Models Nears $1.3 Billion Valuation

By Julia Hornstein, Stephanie Palazzolo and Kevin McLaughlin · Apr 1, 2026 8:24am PDT · 1 comment
As more AI apps and agents shift to using multiple AI models, startups that help developers choose the right ones are gaining traction. In the latest example, OpenRouter, which helps AI app developers access hundreds of models from a single application programming interface, is in talks to raise $120 million in new funding led by one of Alphabet... As more AI apps and agents shift to using multiple AI models, startups that help developers...
Getty Images.
Did Prediction Markets Cause the Crypto Crash?
By Ken Brown · Apr 1, 2026 8:00am PDT · 3 comments
Getty Images.
The Information Finance

Did Prediction Markets Cause the Crypto Crash?

By Ken Brown · Apr 1, 2026 8:00am PDT · 3 comments
Please join The Information at the New York Stock Exchange on Monday, April 27, for The Information’s “Financing the AI Revolution” forum. Hear from top executives and investors on how the rapid build-out of AI is reshaping tech, finance and capital markets. Learn more here.On Kalshi, the wildly popular prediction market, bettors assigned just a... Please join The Information at the New York Stock Exchange on Monday, April 27, for The...
Art by Mike Sullivan
AI Agenda

Claude Code Leak Reveals Always-On ‘Kairos’ Agent

By Rocket Drew, Stephanie Palazzolo and Aaron Holmes · Apr 1, 2026 7:00am PDT
Anthropic’s cybersecurity employees have probably spent the past week scolding their colleagues. After accidentally publishing a blog post last week containing details of its next flagship AI model, Claude Mythos, the company on Tuesday said it had accidentally leaked some of the source code powering its popular Claude Code coding agent.In... Anthropic’s cybersecurity employees have probably spent the past week scolding their colleagues....
AI Agenda Newsletter
Stay ahead of the innovation and disruption happening in AI. Stephanie Palazzolo covers the tech, startups, companies and people making headlines.
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Art by Mike Sullivan.
Exclusive

Amazon’s AI Chat Ads Yield Data but Few Sales

By Catherine Perloff · Apr 1, 2026 6:02am PDT
The early batch of ads running on OpenAI’s ChatGPT has drawn a lot of attention in recent weeks. But marketers have also been trying out another new form of conversational ads offered by an existing advertising heavyweight: Amazon. Even there, marketers are only starting to get a read on how much traction these ads are getting. For Paladone, an... The early batch of ads running on OpenAI’s ChatGPT has drawn a lot of attention in recent weeks....
OpenAI CEO Sam Altman. Anna Moneymaker/Getty Images.
The Briefing

OpenAI’s Fundraising; The (Dismal) IPO Class of 2021

By Martin Peers · Mar 31, 2026 5:00pm PDT
Happy days are here again! Stocks have rallied, thanks to upbeat headlines concerning the Iran war. Don’t get too comfortable—things are likely to change quickly. In fact, the Iranians are threatening to attack U.S. tech facilities in the Middle East. Meanwhile, we got news today on a variety of fronts concerning Microsoft, Nvidia and Anthropic... Happy days are here again! Stocks have rallied, thanks to upbeat headlines concerning the Iran...
Photo via Getty Images
‘Guardian’ Apps Aim to Stop AI Agents From Going Rogue
By Laura Bratton · Mar 31, 2026 3:28pm PDT
Photo via Getty Images
Applied AI

‘Guardian’ Apps Aim to Stop AI Agents From Going Rogue

By Laura Bratton · Mar 31, 2026 3:28pm PDT
As rogue AI agents cause security problems and product outages even at sophisticated companies such as Meta and Amazon, major firms such as ServiceNow as well as startups are developing new AI to monitor and stop them.The new AI, also known as guardian AI agents, comes in the form of a cloud application and can be laborious to set up. To use a... As rogue AI agents cause security problems and product outages even at sophisticated companies ...
Cyrus McCrimmon/The Denver Post/Getty Images.
Dealmaker

How an Unusual Fitness Deal Came Together

By Valida Pau · Mar 31, 2026 3:15pm PDT
Three executives were at a health and fitness industry conference last March, but it was in Las Vegas, so they were drinking old-fashioneds when they hatched a cross-border deal to create a fitness company worth $7.5 billion that spanned subscription and scheduling apps, plus equipment.The three whiskey drinkers were Fritz Lanman, CEO of... Three executives were at a health and fitness industry conference last March, but it was in Las...
LTX CEO Zeev Farbman. Photo courtesy of LTX.
AI Agenda

How This Startup Helps Users Generate Videos Without Breaking The Bank

By Stephanie Palazzolo · Mar 31, 2026 7:00am PDT
Despite OpenAI’s decision to shutter Sora, other AI video developers aren’t giving up. Instead, they’re finding interesting new ways to make money from their video-generating models.Take LTX—a spinoff from Lightricks, the company behind the popular image editing app Facetune—which in January launched open-source AI software for video generation... Despite OpenAI’s decision to shutter Sora, other AI video developers aren’t giving up. Instead,...
AI Agenda Newsletter
Stay ahead of the innovation and disruption happening in AI. Stephanie Palazzolo covers the tech, startups, companies and people making headlines.
By providing your email, you agree to The Information’s Privacy Policy
Art by Mike Sullivan

SpaceX Makes a $75 Billion Offer Investors Can’t Refuse

By Cory Weinberg · Mar 31, 2026 6:00am PDT · 5 comments
Whether professional investors think SpaceX is the stock of a lifetime or a grossly overvalued Elon Musk conglomerate, they will be under intense pressure to buy into its initial public offering at a $1 trillion–plus valuation. The most important question for many of them will be: Can I really afford to sit this out? Heightening Wall... Whether professional investors think SpaceX is the stock of a lifetime or a grossly overvalued...
Traders on the New York Stock Exchange floor. Michael Nagle/Getty Images.
Nvidia Stock is Cheap—What That Signals
By Martin Peers · Mar 30, 2026 5:00pm PDT · 3 comments
Traders on the New York Stock Exchange floor. Michael Nagle/Getty Images.
The Briefing

Nvidia Stock is Cheap—What That Signals

By Martin Peers · Mar 30, 2026 5:00pm PDT · 3 comments
Here’s a startling statistic: The last time Amazon shares traded as cheaply as they are now, as a multiple of earnings, was during the 2008 financial crisis, according to Koyfin data. Indeed, Amazon’s stock is so cheap that it’s trading at a discount to Walmart for the first time ever. Considering that Amazon’s revenue is growing at roughly... Here’s a startling statistic: The last time Amazon shares traded as cheaply as they are now, as a...
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