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The AI revolution, semiconductor supply chains, and the tech power race.

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앤트로픽, 금융권 AI 에이전트 본격 공략… 투자은행·자산운용에 Claude 인프라 침투
AI & Tech

Anthropic Targets Financial Services with AI Agents—Claude Infrastructure Deployed at Investment Banks and Asset Managers

Anthropic has launched FactSet-integrated, equity research, and PE-focused AI agents for financial institutions. PwC partnership enables deployment at scale, with Morgan Stanley already implementing Claude infrastructure. Meanwhile, 40 state attorneys general issued joint warnings on AI hallucinations and child safety.

GOOGLAMZNMSFT+5
May 6, 2026, 00:34
머스크 vs 오픈AI 재판 2주차… 브록먼 증언대, 올트먼은 다음 주
US Stocks

Musk vs OpenAI Trial Week 2: Brock­man Testifies, Altman Next Week

May 4, 2026, 19:30
엔비디아 투자 임상 AI 에이독, 2,070억 원 투자 유치… "연 1억 명 환자 지원 목표"
US Stocks

NVDA-Backed Clinical AI Firm Aidoc Raises $150M Series E, Targets 100M Patients Annually

Apr 29, 2026, 22:14
모건스탠리 "AI는 6번째 혁신 파동… 일자리 대재앙 아닌 구조적 재편"
AI & Tech

Morgan Stanley: "AI is 6th Innovation Wave—Structural Shift, Not Job Apocalypse"

Apr 27, 2026, 17:05
엔비디아·오픈AI, 각각 200억 달러 AI 칩 베팅… 공통 키워드는 '추론'
US Stocks

NVIDIA and OpenAI Place $20B AI Chip Bets Each – Common Keyword: 'Inference'

Apr 26, 2026, 14:17
US Stocks

DoorDash and Uber Eats Integrate with ChatGPT as AI Transforms Food Ordering

With DoorDash and Uber Eats integrating into ChatGPT, AI has emerged as a new entry point for food ordering. 800 million users can now browse delivery restaurants without switching apps.

DASHUBERMSFTGOOGL+1
Apr 26, 2026, 13:49
챗GPT에 도어대시·우버이츠 통합… AI가 음식 주문을 삼킨다
AI & Tech

Palantir Provides $130M Data Analytics to IRS Criminal Investigation Division Since 2018

Contract documents reveal that Palantir has been providing $130 million worth of data analysis software to the IRS Criminal Investigation division since 2018. American Oversight has filed a public records lawsuit against the federal government.

PLTRMSFTBAH
Apr 25, 2026, 09:37
팔란티어, IRS 범죄수사국에 2018년부터 1,800억 원 규모 데이터 분석 제공
AI & Tech

Wedbush Initiates Oracle Outperform Rating – "$553B Backlog Makes It AI Infrastructure Key Player"

Wedbush Securities initiated coverage on Oracle with an Outperform rating and $225 price target. The firm highlighted Oracle's $553 billion backlog (+325% YoY) and 84% cloud infrastructure growth as evidence of an undervalued AI infrastructure play.

ORCLNVDAMSFTAMZN+1
Apr 25, 2026, 09:26
웨드부시, 오라클 아웃퍼폼 개시… "553조 수주잔고, AI 인프라 핵심"
AI & Tech

Google Bets Up to $40B on Anthropic… AI Throne War with Amazon

Google announced up to $40 billion investment in Anthropic. Following Amazon's $25 billion bet, Google counters with a larger commitment, setting up a direct competition between two cloud giants for Anthropic dominance.

GOOGLAMZNMSFTNVDA+2
Apr 25, 2026, 09:12
구글, 앤트로픽에 최대 400억 달러 베팅… 아마존과 AI 왕좌 전쟁
AI & Tech

Microsoft Announces First-Ever Voluntary Buyout Program in 51-Year History, Targeting 7% of US Workforce (8,750 Employees)

Microsoft is introducing its first voluntary buyout program in its 51-year history. Targeting 7% of US employees, approximately 8,750 workers, this dual strategy expands AI infrastructure investment while restructuring labor costs.

MSFTMETAGOOGL
Apr 25, 2026, 00:51
마이크로소프트, 51년 역사상 최초 자발적 희망퇴직… 미국 직원 7%(약 8,750명) 대상
AI & Tech

Musk: "Government Should Provide 'High Income' to Americans Losing Jobs to AI"… X Post Gets 68M Views

Elon Musk proposed federal 'Universal High Income' payments as a solution to AI unemployment. Anthropic's CEO warned that AI could replace half of white-collar workers within 5 years, pushing unemployment to 20%.

NVDAMSFTGOOGLAMZN
Apr 25, 2026, 00:47
머스크 "AI로 일자리 잃는 미국인에게 정부가 '고소득' 지급해야"… X 조회수 6,800만