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Recent Articles about Intel
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
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.
How an Unusual Fitness Deal Came Together
By Valida Pau · Mar 31, 2026 3:15pm PDT
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...
Getty Images.
Data Point

AI Is Weighing on the Software Debt Market

By Laura Bratton · Mar 31, 2026 7:46am PDT · 3 comments
It’s not just software stocks that have been hammered by investor anxieties about the threat AI poses to software. Prices that investors are willing to pay for syndicated bank debt to software firms dropped nearly 7% in March from the previous year, according to Pitchbook, while prices for similar loans in other sectors fell fractionally. That... It’s not just software stocks that have been hammered by investor anxieties about the threat AI...
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,...
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...
Photo by Getty Images
Exclusive

Apple Kicks Vibe Coding App Out of App Store, Escalating Crackdown

By Aaron Tilley · Mar 30, 2026 11:51am PDT
Apple appears to have escalated its crackdown on vibe coding by recently booting one such app out of its App Store for violating its rules. Last Thursday, Apple removed the app, Anything, from the App Store, according to Dhruv Amin, co-founder and CEO of the eponymous startup that makes the app. Apple’s action came a week after The... Apple appears to have escalated its crackdown on vibe coding by recently booting one such app out...
Hunter Hunt, CEO of Hunt Energy. Photo by Aaron M. Sprecher/ Getty Images
AI Infrastructure

Big Tech Schools Big Energy on Powering AI

By Ann Davis Vaughan · Mar 30, 2026 8:00am PDT · 1 comment
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.The energy dominance bulls in the Trump administration came to Houston... Please join The Information at the New York Stock Exchange on Monday, April 27, for The...
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Dario Amodei, CEO of Anthropic. Photo by Chance Yeh/Getty Images
AI Agenda

Anthropic’s Success Sparks Server Crunch

By Stephanie Palazzolo · Mar 30, 2026 7:00am PDT · 2 comments
Anthropic has gained more than a few new fans in recent months (unless you’re Under Secretary of Defense Emil Michael). Thanks to the strength of its automated coding tools, Anthropic more than doubled its annualized sales to $19 billion during the first two months this year. And it’s closing the revenue gap with larger rival OpenAI.But as the... Anthropic has gained more than a few new fans in recent months (unless you’re Under Secretary of...
Art by Mike Sullivan
Crypto’s Nasty Downturn Is Getting Worse
By Yueqi Yang · Mar 30, 2026 6:00am PDT
Art by Mike Sullivan

Crypto’s Nasty Downturn Is Getting Worse

By Yueqi Yang · Mar 30, 2026 6:00am PDT
The relentless decline in the crypto market is about to hit the six-month mark with no end in sight, prompting companies to cut staff and pivot to businesses such as stock trading and prediction markets. Bitcoin has lost half of its value since peaking early last October at $126,080, with other crypto assets down far more. Monthly trading volume... The relentless decline in the crypto market is about to hit the six-month mark with no end in...