Bitcoin’s Contagion Risk Isn’t Gone

A significant shift in the artificial intelligence stock trade is prompting investors in Asia to seek new equity opportunities, as technological advancements and concerns about market bubbles reshape the investment landscape. This trend reflects a growing interest in identifying potential winners in the AI sector amidst fluctuating market conditions.

Hewlett Packard Enterprise (HPE) has issued a disappointing sales outlook, projecting revenue between $9 billion and $9.4 billion and profit of 57 to 61 cents per share for the period ending in January, falling short of analysts' expectations of $9.88 billion in sales and 53 cents in profit. This news was highlighted by Patrick Moorhead on Bloomberg The Close.

Meta is set to reduce its metaverse unit budget by 30%, a significant cut that reflects a strategic shift under CEO Mark Zuckerberg as the company reassesses its financial priorities. This decision comes amid ongoing scrutiny and challenges in demonstrating profitability in its ambitious metaverse project.

Cloud-computing startup Fluidstack is reportedly in discussions to secure approximately $700 million in a funding round, which would elevate its valuation to around $7 billion, as per sources familiar with the matter.

Hewlett Packard Enterprise Co. shares fell in after-hours trading following a disappointing sales outlook for the current quarter, which did not meet high expectations for the AI server business. The company's forecast indicates a slowdown in server deals, raising concerns among investors.

OpenAI is facing intensified competition from Google, particularly with the rapid rise of Google's Gemini 3, which has gained 200 million users in just three months. In response, OpenAI CEO Sam Altman has declared a 'code red' for ChatGPT, emphasizing the urgent need for improvements to maintain its market position.

A recent study from Princeton highlights that data centers capable of generating their own power can commence operations significantly faster than those dependent on traditional utility connections, especially during emergencies like heatwaves.

YouTube creators are increasingly producing AI-generated videos aimed at children under two years old, a trend that has raised concerns about the quality and educational value of such content. These videos, often described as 'AI Slop,' are designed to capture the attention of very young viewers, potentially leading to excessive screen time.