openai

Latest news and analysis on openai

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
3