Jensen Huang Had Relationship With Nvidia Executive Who Reports to Him
NYT: Nvidia CEO Jensen Huang had an extramarital relationship with Kimberly Powell, the company’s vice president of healthcare who reports to him.
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United Blocks Unauthorized AI Agents From Bookings, Hitting Meta While Lifting Expedia and Booking
United restricts unauthorized AI agents from its booking systems to protect customer data, pressuring Meta while lifting Expedia and Booking Holdings.
iHeartMedia Explores Sale of Podcast Unit as Stock Collapses
iHeartMedia is weighing a sale of its high-growth podcast unit after a 65% stock collapse and earnings miss, according to Bloomberg. Talks are early stage.
Claude Sheets Sparks Microsoft Dip, but Evercore Says Office Displacement Is Unlikely
Anthropic’s Claude Sheets launch pressured Microsoft stock, but Evercore says disrupting workflows differs from displacing Microsoft 365. Outperform maintained.
Oklo’s Groves-1 Cleared for Full Operations by DOE
DOE clears Oklo’s Groves-1 for unrestricted operations. The test reactor, critical in under a year, now supports research, training, and Aurora development.
Talen Signs Seven-Year, 750 MW Capacity Agreement in PJM
Talen Energy signs a seven-year 750 MW capacity agreement in PJM, expected to generate ~$100 million annually through 2036.