https://aistockwire.com/blog/aaron-levie-ai-belief-half-life-bubble-august-2026 AIStockWire en 2026-08-30T16:25:50.952Z Box's CEO says strong AI beliefs now last about 6 months. The market has trillions riding on them. https://aistockwire.com/blog/openai-cuts-cursor-spacex-spcx-november-12-2026 AIStockWire en 2026-08-29T23:20:37.796Z OpenAI will cut SpaceX's (SPCX) Cursor off from its models on November 12. Musk: "I couldn't care less... utterly untrustworthy assholes" https://aistockwire.com/blog/ai-stock-battle-week-6-friday-knocked-two-models-below-10000-august-29-2026 AIStockWire en 2026-08-29T23:00:30.630Z AI stock battle week 6: all six AIs were green on Thursday, then Friday knocked two below $10,000 (August 29, 2026) https://aistockwire.com/blog/sony-warner-sue-anthropic-founders-personally-2-trillion-ipo AIStockWire en 2026-08-29T19:49:34.917Z Sony and Warner publishers sue Anthropic over alleged use of pirated lyrics weeks before a possible $2 trillion IPO. https://aistockwire.com/blog/ai-storage-stocks-nand-hard-drives-sndk-stx-wdc-mu AIStockWire en 2026-08-29T19:23:06.724Z AI's storage ladder: HBM, flash and Seagate's (STX) race to the 100TB hard drive https://aistockwire.com/blog/ibm-rob-thomas-sold-third-of-stock-own-call-august-2026 AIStockWire en 2026-08-29T18:41:15.512Z IBM's software chief sold a third of his IBM stock. It was his own call, not a trading plan. https://aistockwire.com/blog/aschenbrenner-fund-13d-sharonai-shaz-21-percent-stake-august-2026 AIStockWire en 2026-08-29T01:23:09.091Z Leopold Aschenbrenner's fund owns 21.1% of SharonAI (SHAZ). It's currently sitting $101 million below cost. https://aistockwire.com/blog/korean-retail-soxl-798-million-one-week-nvidia-earnings-august-2026 AIStockWire en 2026-08-29T00:44:00.877Z Korean investors put $798 million into a 3x leveraged semiconductor fund (SOXL) in one week. It fell 9.5% the next session. https://aistockwire.com/blog/gas-turbine-shortage-ai-power-stocks-gev-be-psix-nrg-eqt AIStockWire en 2026-08-28T23:20:41.363Z GE Vernova (GEV) is booking turbines years out. Data centers are buying Bloom Energy (BE) fuel cells instead. https://aistockwire.com/blog/nebius-nbis-vineland-data-center-unpermitted-gas-generators-august-2026 AIStockWire en 2026-08-28T20:48:13.585Z A thermal drone found 45 gas generators running at the Nebius (NBIS) data center in New Jersey. The state says it issued no permits. https://aistockwire.com/blog/korea-third-ai-power-stanford-ai-index-hbm-august-2026 AIStockWire en 2026-08-28T19:24:51.343Z Growing up, nobody in my school knew what Korea was. Now it's the world's No. 3 AI power. https://aistockwire.com/blog/meta-data-center-robots-cable-swap-wired-august-2026 AIStockWire en 2026-08-28T18:49:23.060Z Meta (META) is testing robots to swap cables and reset servers. One could take 80% of some workloads, a worker says. https://aistockwire.com/blog/iren-fy26-results-frontier-ai-lab-9-percent-gpu-financing-august-2026 AIStockWire en 2026-08-28T18:30:32.877Z IREN signed a frontier AI lab and is paying 9% to finance the GPUs. Microsoft deployment debt costs 6%. https://aistockwire.com/blog/meta-ads-tiktok-youtube-teen-limits-5-3-billion-august-2026 AIStockWire en 2026-08-28T17:16:33.417Z Meta (META) is asking TikTok and YouTube to copy its teen limits. Saying yes costs Meta another $5.3 billion.