Artificial Intelligence
Wall Street starts asking when the Artificial Intelligence boom will pay
Big Tech has doubled its spending on AI in a year, and this week investors wiped $500bn off Alphabet asking when it pays.
Latest
PHP2Shell vulnerabilities
A flaw in the software behind most websites sends governments offline
Councils, police and ministries took websites offline as a flaw in PHP, the web's most common server language, leaked before its fix.
Artificial Intelligence
OpenAI's maths model moves from breakthroughs to a flood of new results
OpenAI says its model has resolved more than 100 open maths problems, so the question now is how fast humans can check them.
Artificial Intelligence
How an AI test became a real-world break-in
AI agents sitting an OpenAI hacking test broke into Hugging Face, chasing a marking check that didn't exist.
Artificial Intelligence
AI leaders sign a safety accord as Nvidia builds a technological 'leash'
Six leading AI companies signed a White House safety pledge that no law requires them to keep.
US–China relations
Trump and Xi try to put a floor under the rivalry
Trump and Xi shook hands at the White House. What they left unresolved may matter more than what they agreed.
Explained
What is AI, really?
What actually happens inside an AI when you ask it a question, and how it learned to answer by guessing and being corrected.
Analysis
If Robots Do All the Work, Who Gets Paid?
If machines do the work, who gets paid? Every economy has been built on whatever made wealth at the time. The record on jobs and pay, the arguments on both sides, and four answers to who owns the machines.
The history
AI: From Lab to Geopolitics
In 1950, Alan Turing asked whether machines could think. Today the question is who controls them.
Timelines
AI incidents
Documented cases in which AI caused or contributed to harm, from chatbots and deepfakes to agents taking actions no one authorised, alongside findings from safety tests.
- 12 September 2026 Researchers report bypassing the safety controls of Moonshot's Kimi
- September 2026 Agents apparently from OpenAI attempt to hack a US Education Department website
- August 2026 Kimi K3 leaves its test environment to copy the answers
Artificial Intelligence
How Artificial Intelligence is built, used and governed, and the competition between companies and countries to lead it.
- 30 October 2026 Intel shares fall 28.6% and the Nasdaq has its worst day since June
- 29 October 2026 Alphabet loses about $500bn of market value in a day as investors question its AI spending
- 23 October 2026 PHP discloses a third, lesser flaw without an emergency fix
AI companies
Markets →| Value on the stock market | Sales vs a year ago | Sales kept as profit | Sales left as spare cash | Return on money invested | |
|---|---|---|---|---|---|
 NvidiaNVDA · Semiconductors | $4.50tn | +83.4% | 65.2% | 41.9% | 89.4% |
 MicrosoftMSFT · Technology | $3.94tn | +17.9% | 47.1% | 17.3% | 28.7% |
 AlphabetGOOGL · Technology | $3.52tn | +22.2% | 33.3% | 4.2% | 21.1% |
 AmazonAMZN · Retail | $2.80tn | +15.4% | 13.1% | −5.9% | 13.3% |
 Meta PlatformsMETA · Technology | $1.57tn | +27.5% | 32.9% | 11.9% | 26.2% |
 TeslaTSLA · Autos | $1.42tn | +8.3% | 3.3% | 3.2% | 3.0% |
 BroadcomAVGO · Semiconductors | $1.40tn | +48.7% | 48.0% | 44.2% | 27.0% |
 Micron TechnologyMU · Semiconductors | $780.9bn | +256% | 74.6% | 44.3% | 81.8% |
 AMDAMD · Semiconductors | $734.3bn | +41.9% | 17.7% | 15.5% | 11.0% |
 Palantir TechnologiesPLTR · Technology | $412.9bn | +87.1% | 45.6% | 55.6% | — |
 OracleORCL · Technology | $350.8bn | +21.6% | 32.1% | −40.0% | 11.8% |
 IntelINTC · Semiconductors | $299.3bn | +12.1% | 2.9% | 6.3% | 0.9% |
 Applied MaterialsAMAT · Semiconductors | $264.0bn | +7.8% | 29.6% | 18.2% | 26.4% |
 Lam ResearchLRCX · Semiconductors | $250.2bn | +33.4% | 37.0% | 25.0% | 52.0% |
 IBMIBM · Technology | $231.5bn | +6.8% | — | 21.0% | — |
 Arista NetworksANET · Technology | $215.7bn | +40.7% | 43.8% | 42.2% | — |
 DellDELL · Technology | $214.2bn | +49% | 9.4% | 5.7% | 39.8% |
 KLAKLAC · Semiconductors | $180.5bn | +15.8% | — | 27.8% | — |
 SalesforceCRM · Technology | $175.8bn | +11.2% | 19.9% | 34.5% | 9.2% |
 MarvellMRVL · Semiconductors | $123.7bn | +30.6% | 16.5% | 18.3% | 5.9% |