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The Latest Breaking News from Fortune

AI capex and the ‘wealth effect’ from tech stocks (like Nvidia) now drive one-third of U.S. GDP, top analysts say

“That would leave the economy vulnerable if investors started to doubt the AI story,” they warn.

Fortune

Bilt's new AI 'Neighborhood Concierge' goes head-to-head with Amazon as the battle for home-based commerce heats up

Also: All the news and watercooler chat from Fortune.

Fortune

Exclusive: Bilt’s new ‘Neighborhood Concierge’ takes on Amazon and other e-commerce giants in agentic shopping

Says Bilt CEO Ankur Jain: “Customers can wake up and say, ‘Hey, can you pay my rent for me, have eggs delivered to my apartment, and make a reservation for dinner?’”

Fortune

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Seatrium doubles its net profit on the back of a global energy boom

Seatrium shares rose by 3.6% after the release of its earnings, which showed a 24% increase in revenue and a 106% increase in net income.

Fortune

‘If I was 18 now, there is no way I would go to university only to leave with huge debts and poor job prospects,’ analyst says. He’d be an electrician

The AI macro doomsday scenario is not for 2028, says Albert Edwards of Societe Generale. “It’s here right now!”

Fortune

Morgan Stanley predicts AI won’t let you retire early: Instead, you’ll have to train for jobs that don’t exist yet

Who are you going to believe—a viral essay about an AI doomsday or the past 150 years of history?

Fortune

McKinsey studied 61 growth companies that outperformed their peers through COVID, inflation, and labor shocks. Here’s what they all had in common

Why companies like Walmart, JPMorgan Chase, and Progressive are still investing in growth when uncertainty is highest.

Fortune

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Exclusive: Callosum, a startup looking to break Nvidia’s stranglehold on AI workloads, raises $10.25 million in new funding

Callosum, founded by two Cambridge-trained neuroscientists and inspired in part by the brain, has a system for optimizing workloads across different types of chips.

Fortune

Nvidia’s Jensen Huang says tech’s $700 billion AI capex is just the start of something far bigger

Common sense would seem to suggest the industry’s massive spending on AI infrastructure cannot keep doubling every year. Nvidia’s boss thinks differently.

Fortune

In its fight with Hegseth, Anthropic confronts perhaps the biggest crisis in its five-year existence

War Secretary Pete Hegseth has threatened to bar defense contractors from using Anthropic’s Claude AI models unless the company changes some restrictions in its Pentagon contract.

Fortune

In Nvidia we trust: ‘The agentic AI inflection point has arrived,’ says CEO Jensen Huang

Nvidia just released Q4 and FY 2026 results showing another blowout, beating guidance on nearly every metric.

Fortune

Kalshi fines MrBeast employee $20,000 for insider trading, cofounder issues salty warning to others

Kalshi also fined a political candidate, and its cofounder issued an off-color warning to others thinking of insider trading.

Fortune

Amazon Ring's founder is back with a hard pivot to AI. How Jamie Siminoff went from 'Shark Tank' reject to $1 billion brand

Ring’s founder wants to get the company back to his original vision.

Fortune

An MIT roboticist who cofounded bankrupt robot vacuum maker iRobot says Elon Musk’s vision of humanoid robot assistants is ‘pure fantasy thinking’

Rodney Brooks said future “humanoid” robots will have wheels and multiple arms.

Fortune

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Hegseth issues an ultimatum to ‘woke AI’ startup Anthropic: Get with military program by Friday or lose $200 million

The Department of Defense gave the AI company a deadline of Friday to allow the Pentagon to use its AI as it sees fit or face steep penalties.

Fortune

Jamie Dimon says society should start preparing for AI job displacement: ‘Now’s the time to start thinking about’ it

Dimon backs AI at JPMorgan but also supports government action to prevent mass layoffs.

Fortune

America’s $901 billion trade deficit is like ‘chronically high cholesterol,’ top economist says, and Trump’s 150-day tariffs are the wrong medicine

Trump’s trade policy risks confusing one problem with a much bigger crisis, according to Harvard professor Gita Gopinath.

Fortune

One man accidentally gained access to thousands of robot vacuums, exposing the AI cyber nightmare risk facing millions of Americans

A software engineer wired his vacuum to his video game controller, but he could soon see inside thousands of living rooms.

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Fortune

Inside the multimillion-dollar retention deals Fortune 500 companies are giving CEO runners‑up

Disney’s Dana Walden was passed over for CEO, but was awarded a $5.26 million stock grant to soften the blow.

Fortune

As AI agents surge, Nvidia’s earnings face new scrutiny

As tech stocks slide and AI spending comes under scrutiny, investors are looking to Nvidia’s results for clues about whether the AI boom still has room to run.

Fortune

Former Apple exec had lunch with his boss Steve Jobs for 15 years—he says the late founder’s ‘insatiable curiosity’ taught him to never coast on his expertise

Even after building trillion-dollar products, Steve Jobs never pretended to have all the answers. That’s the lesson that stuck with Jony Ive, Apple’s former chief design officer, who worked alongside the late cofounder for nearly 15 years.

Fortune

Ex–presidential candidate Andrew Yang warns that millions of white-collar workers will lose their jobs within 18 months: ‘The AI jobpocalypse is here’

AI is about to gut millions of office jobs, says ex–presidential candidate Andrew Yang. Even dog walkers, hairstylists, and restaurants will be impacted.

Fortune

Jeff Bezos says working harder is the cure for anxiety: ‘The stress goes away the second I take that first step’

Bezos worked through decades of stress to build the No. 1 Fortune 500 company.

Fortune

Days before the national debt is due to hit $39 trillion, President Trump didn’t mention it once during the longest State of the Union ever

He did mention debt as a concept when he commemorated “the debt we owe to the heroes who came before us.”

Fortune

At 22, Eileen Gu is already an Olympic multimillionaire success story. She credits it to a brain-training ritual anyone can adopt

At 22, Eileen Gu is already an Olympic millionaire. She says she uses neuroplasticity to “literally become exactly who I want to be”—and Arianna Huffington and scientists say the brain-training hack really works.

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