openai

Latest news and analysis on openai

Equities

Alphabet: A brain without a body

Alphabet’s real strength isn’t in its parts, it’s in their integration. Break it up, and the signal powering Google ads deteriorates.
Lachlan Hughes
Swell Asset Management
Investment Theme

DeepSeek’s AI disruption – what it means for investors

DeepSeek’s R1 AI model sent shockwaves through markets. Could it signal a major shift in AI demand and the future of the chip industry?
Tim Davies
Carrara Capital
Investment Theme

How to invest in AI: finding winning AI stocks

(Almost) everything you need to know about investing in AI.
+2
Kiryll Prakapenka
Fat Tail Investment Research
Equities

Microsoft, OpenAI, and Cloud Computing – News or Noise?

Amid OpenAI's turbulence, Microsoft emerges resilient. Profiting from AI, their strategic moves secure long-term growth prospects.
+1
Jai Mirchandani
ELM Responsible Investments
4