Companies are pouring money into AI-driven operations tools, but proving the return remains challenging. The conversation is shifting from promises to proof as executives demand clear business value from their tech investments.
Palantir reported $1.18 billion in Q3 revenue, beating forecasts despite shares falling 7.95% on valuation concerns. CEO Alex Karp credits the company’s “anti-woke” strategy and government partnerships for its 154% year-to-date stock surge, while defending controversial contracts with ICE and Israel
Asian AI-linked stocks are getting hammered as investors question sky-high valuations. SoftBank plunged 10% while Advantest dropped over 8%, following Palantir’s 8% decline despite beating earnings.
Thomson Reuters is pushing AI legal tools like CoCounsel, but shares fell 6% after earnings. The company faces growing competition from LexisNexis-Harvey and Clio-vLex while OpenAI remains a constant threat.
Google has announced Project Suncatcher, a plan to launch AI chips into space on solar-powered satellites. The company hopes to harness unlimited solar energy for its energy-hungry AI operations. This “moonshot” project would create the first space-based data centers.
Stability AI has scored a significant legal victory against Getty Images in a UK copyright case. The High Court ruled that AI models like Stable Diffusion aren’t “infringing copies” under UK law. Both companies are claiming partial victory despite the mixed ruling.
Data and AI consultancies Indicium and Mesh-AI plan to merge in early 2026, forming Indicium AI. The new company will provide end-to-end AI services across North America, Latin America, and Europe, targeting major enterprise clients.
Microsoft has committed more than $60 billion to neocloud data center companies in a massive AI infrastructure push. The largest chunk, $23 billion, goes to British startup Nscale for access to 200,000 Nvidia GB300 chips across multiple countries.
Researchers have developed an AI system that can pinpoint exactly where to grow animal feed in northern China’s water-scarce regions. The technology achieves over 90% accuracy in predicting water needs and crop productivity while reducing regional biases by 43%.
Shares of AI leaders Nvidia and Palantir are dropping significantly today amid growing concerns about an AI bubble. The decline comes as famous investor Michael Burry increases his bets against AI-related stocks.
