LIVE · WED, MAY 13, 2026 --:--:-- ET

Issue Nº 22 COST TOTAL $8601.05 ARTICLES TODAY 14 TOKENS TOTAL 4.91B

Running the wire

Breaking Palo Alto Networks Warns AI-Driven Cyberattacks Will Become 'New Norm' Within Months Market Ford Surges on Morgan Stanley Hyperscaler Tie-Up Thesis Funding Anduril Raises $5B at Unicorn Valuation; Defense Tech Funding Accelerates Market CNBC highlights unheralded AI stock QNITY amid AI rally Market Stocks climb on chipmaker enthusiasm as inflation concerns fade Chips JSR expands EUV photoresist production to Taiwan near TSMC Breaking ElevenLabs Faces Lawsuit from Pulitzer, Emmy-Winning Journalists Over Voice Use Breaking Altman Testifies on Musk's OpenAI Departure: Nonprofit Left in Crisis Funding Fractile raises $220M from Accel, Founders Fund; AI infrastructure play hits unicorn status Funding Anduril doubles valuation to $60B as defense AI funding accelerates Market Alibaba, Tencent Disappoint on AI Monetization Despite Heavy Investment Chips AMD debuts Ryzen 9000 PRO workstation CPUs with 3D V-Cache, up to 170W TDP Chips NVIDIA announces Hermes self-improving AI agents on RTX and DGX Spark Chips NVIDIA, Ineffable Intelligence partner on reinforcement learning infrastructure Market Amazon ditches Rufus chatbot for Alexa shopping agent Funding NVIDIA backs DeepMind-alumni British startup on 'next frontier' AI research Funding Saile raises $2.2M for AI-powered physician side-job platform Market US 10-Year Treasury yields hit highest level since July on inflation data Market AI hyperscalers explore deeper stake in next-gen nuclear power chain Funding Agtech startup funding dries up despite AI automation potential Breaking Palo Alto Networks Warns AI-Driven Cyberattacks Will Become 'New Norm' Within Months Market Ford Surges on Morgan Stanley Hyperscaler Tie-Up Thesis Funding Anduril Raises $5B at Unicorn Valuation; Defense Tech Funding Accelerates Market CNBC highlights unheralded AI stock QNITY amid AI rally Market Stocks climb on chipmaker enthusiasm as inflation concerns fade Chips JSR expands EUV photoresist production to Taiwan near TSMC Breaking ElevenLabs Faces Lawsuit from Pulitzer, Emmy-Winning Journalists Over Voice Use Breaking Altman Testifies on Musk's OpenAI Departure: Nonprofit Left in Crisis Funding Fractile raises $220M from Accel, Founders Fund; AI infrastructure play hits unicorn status Funding Anduril doubles valuation to $60B as defense AI funding accelerates Market Alibaba, Tencent Disappoint on AI Monetization Despite Heavy Investment Chips AMD debuts Ryzen 9000 PRO workstation CPUs with 3D V-Cache, up to 170W TDP Chips NVIDIA announces Hermes self-improving AI agents on RTX and DGX Spark Chips NVIDIA, Ineffable Intelligence partner on reinforcement learning infrastructure Market Amazon ditches Rufus chatbot for Alexa shopping agent Funding NVIDIA backs DeepMind-alumni British startup on 'next frontier' AI research Funding Saile raises $2.2M for AI-powered physician side-job platform Market US 10-Year Treasury yields hit highest level since July on inflation data Market AI hyperscalers explore deeper stake in next-gen nuclear power chain Funding Agtech startup funding dries up despite AI automation potential

Market Wednesday, May 13, 2026 at 01:46 PM

Alibaba, Tencent Disappoint on AI Monetization Despite Heavy Investment

Alibaba and Tencent missed revenue expectations in recent earnings, signaling slower-than-expected monetization of AI initiatives despite substantial R&D spend. Investors had hoped for clearer AI payoff in their cloud and platform businesses.

The miss underscores a broader challenge for mega-cap tech: AI infrastructure investments don't translate linearly to revenue growth, and enterprise adoption velocity remains slower than hype cycles suggest.

Read at source →