As tech stocks are getting hammered, Wall Street is bidding up real-world, real-goods companies, so-called consumer staples that are likely to stick around even as AI disrupts other industries.
Why it matters: When investors don't understand tech bubbles, they buy soap bubbles instead.
Anthropic's latest AI model has found more than 500 previously unknown high-severity security flaws in open-source libraries with little to no prompting, the company shared first with Axios.
Why it matters: The advancement signals an inflection point for how AI tools can help cyber defenders, even as AI is also making attacks more dangerous.
OpenAI onThursdayreleased a new enterprise platform, Frontier, designed to let large companies build, deploy and manage fleets of AI agents that plug into their existing systems.
Why it matters: OpenAI is stepping up its push into enterprise services as rivals gain ground with business customers.
President Trump's multi-front push to shore up critical minerals could pay long-term dividends for low-carbon U.S. industries — though it's hardly the intent.
Why it matters: Cleantech industries — like batteries, renewables manufacturing, advanced grid systems and others — need secure access to raw and processed materials.
Avatar technology company Genies has partnered with MLB Players, Inc., the business arm of the Major League Baseball Players Association, to create AI characters of its players, CEO Akash Nigam exclusively tells Axios.
Why it matters: The collaboration redefines how players can connect with fans and how they can monetize their likeness in the AI era.
A massive cyberespionage campaign with ties to an Asian country has compromised at least 70 organizations across 37 countries in the last year, according to new research from Palo Alto Networks.
Why it matters: The campaign is the most wide-reaching cyberespionage operation attributed to a single government hacking group since the 2020 SolarWinds breach, researchers warned.
Happy but sad is the new mood among tech executives building AI, including OpenAI CEO Sam Altman.
Why it matters: The tech executives building and promoting AI are now confronting its downsides firsthand, including the possibility that the technology could diminish their own roles.
Sen. Josh Hawley (R-Mo.) is shopping a bill around Congress that would ensure the cost of data centers' energy use is not passed on to consumers, per a summary of the bill obtained by Axios.
Why it matters: Hawley, who's been outspoken about AI dangers and consumer costs, wants to codify President Trump's pledge last month to not let the proliferation of AI data centers make electricity bills rise.
A trio of AI titans is barreling toward watershed IPOs this year, posing the ultimate test of whether their lofty ambitions, breakneck spending and founder feuds can survive life under public scrutiny.
Why it matters: Between OpenAI, Anthropic and Elon Musk's xAI, trillions of dollars in potential value — and enormous influence over the world's most powerful technology — are coming up for judgment in 2026.
President Trump discussed AI, immigration, the Fed, and more as he sat down with NBC News' Tom Llamas on Wednesday.
The big picture: NBC released an extended version of his "NBC Nightly News" interview on Wednesday night, ahead of more excerpts airing during the network's Super Bowl LX pre-game show Sunday.
