AI Money Markets

The AI sector has entered an era of unprecedented valuations — with Thinking Machines raising the largest seed round in history and nearly half of all venture capital now flowing into AI. As M.G. Siegler noted on spyglass, OpenAI leads with a $500B secondary valuation, while Anthropic, xAI, and others are pushing past the $100B mark. But as the race tilts from technology to market share and data access, smaller players remain crucial, driving innovation and attracting the att

Casap has raised $25M Series A to bring AI automation to one of the most outdated and costly corners of financial services: payment disputes. With a platform that promises to cut fraud losses and streamline chargebacks, Casap is gaining traction among credit unions and fintechs. But as AI begins making real financial decisions, questions remain about whether these tools are ready to operate without human oversight.

Meta’s pursuit of AI dominance hit a dramatic note last week with reports that CEO Mark Zuckerberg offered a staggering $1.5 billion compensation package to Thinking Machines Labs co-founder Andrew Tulloch—shortly after the company reportedly declined an acquisition offer. While Meta has denied the claims, the incident underscores the current reality: top-tier AI talent is now the most valuable asset in tech. In a twist of “Airony,” the industry viewed as a threat to human jo

Palo Alto Networks is acquiring CyberArk for $25B in a move that reflects a deeper industry shift: identity security is becoming as essential as cloud infrastructure in the AI era. As agentic AI and autonomous systems proliferate, the need to secure not just people — but also machines and software agents — is critical. CyberArk’s 71% stock rise over the past year is a clear market signal: the cybersecurity stack is being redefined for AI-first environments.

A new GitLab survey of nearly 2,800 global C-level execs reveals that AI-driven software innovation is already delivering ROI — and could unlock over $750 billion in global value. But while optimism runs high, execs still see a need for human oversight, stronger AI governance, and tighter security as agentic AI enters the software mainstream.

We tested OpenAI’s new GPT Agent on a real task: calculating our AI SC 15 Index. The result? Fast, accurate, and low-friction. As tools like this improve, startups built on similar workflows may struggle to keep up — a trend we explored in our recent piece on AI’s rapid pace.

Amsterdam-based Nebius is emerging as one of the fastest-growing players in AI infrastructure, combining custom hardware, vertically integrated data centers, and sustainability leadership. With 270% stock growth since its 2024 IPO and a market cap of $12.65B, Nebius is betting that building everything—from servers to cloud APIs—in-house will outmaneuver hyperscalers and cloud resellers in the AI arms race.

CoreWeave’s stock tumbled after HSBC issued a bearish $32 price target — over $90 below its current price. While Jim Cramer remains bullish, TheMarketAI.com sees the market reacting to signs that CoreWeave may be shifting from hypergrowth to consolidation — and investors aren’t ready for that.

JFrog is deepening its AI integration with the launch of a new MCP Server, enabling developers to interact with its platform using natural language through AI agents and IDEs. By embracing agentic AI workflows and prioritizing secure connectivity, JFrog aims to streamline software development while maintaining control and compliance across the software supply chain.

CoreWeave is doubling down on its AI infrastructure play, announcing a $6 billion investment in a new Pennsylvania data center—its biggest yet. Coming just a week after acquiring Core Scientific, this latest move cements CoreWeave’s strategy to own the full AI stack from chips to power. Investors cheered, sending the stock up 9% on the news.

CoreWeave’s stock slid after buying Core Scientific, even as bulls like Jim Cramer cheered. At TheMarketAI.com, we think investors wanted pure, explosive market share growth — and a vertical integration may be confusing the message.

GrubMarket launches the first AI inventory agent built for the food supply chain, aiming to slash spoilage and streamline thousands of daily decisions for wholesalers and distributors.

CoreWeave’s $9 billion acquisition of Core Scientific marks a bold push to control critical AI infrastructure, unlocking long-term savings and power capacity — even as markets digest the ambitious move.

Explore the booming AI hyperscaler supply chain, from Nvidia GPUs to massive data centers powering ChatGPT and beyond. As demand soars, even giants like AWS scramble, creating openings for players like CoreWeave. We break down this modern AI factory network and the billions flowing into it.

As AI booms, it’s the data centers and cloud providers like CoreWeave that could emerge as the real winners—just like the merchants of the Gold Rush.

TeamViewer adds AI to streamline IT support, but will embedding chatbots into existing tools truly transform workflows—or just be the next “put a clock in it” moment?

We’re launching the TheMarketAI SC 15 Index, a market-cap weighted benchmark tracking 15 AI-focused small-cap stocks from the Russell 2000 tech sector. It’s our way of spotlighting emerging AI innovators beyond Big Tech — follow along as we explore how this unique slice of the market performs each month.

SWI Group and Max-Hervé George bet on Europe’s AI boom includes a massive new UK data centre—highlighting how critical infrastructure is racing to keep up with AI demand.

IBM stock performance 12 months ending June 24, 2025 After decades in the shadow of Silicon Valley's darlings, IBM is staging a...

Newly launched AI ETF by Dan Ives attracts $100M in one week. Is this the new true AI focused ETF?