Gil Luria
researcher, ORCiD ID=0000-0002-7983-2517
23 stories
22 quotes
I would draw a line [around] Peloton, GoPro, FitBit and Oura. Investors have been burned pretty badly by narrow consumer products, and that is the reaction Oura is getting,
- said Gil Luria, head of technology research at DA DavidsonCNBCcnbc.com/2026/09…
Mostly what's going on is that [the frontier models] are pulling up the ladder. They have a big lead, and they don't want anybody to catch up to them, so they're trying to scare us and our politicians into creating so much regulation that would slow down their competition,
- Gil Luria, head of technology research at DA Davidson, told CNBC MondayCNBCcnbc.com/2026/09…
What is clear is that Anthropic and OpenAI have grown to a size where they feel like they can do two things: One is encourage regulation, and two is control what that regulation looks like. And if they can do that, they can prevent competition,
- said Gil Luria, head of technology research at D.A. DavidsonLos Angeles Timeslatimes.com/business/story…
I don't know that investors are necessarily going to see it as a negative,
- Gil Luria, an equity analyst at D.A. Davidson, said in an interviewCNBCcnbc.com/2026/09…
It's worth keeping an eye on,
- Gil Luria, head of tech research at D.A. Davidson, told CNBC on ThursdayCNBCcnbc.com/2026/08…
The headline earnings numbers were very much inflated by equity gains in OpenAI, Anthropic and SpaceX,
- Gil Luria, managing director and head of technology research at D.A. Davidson, told CNBCCNBCcnbc.com/2026/08…
Earlier
Smart ring maker Oura puts off initial public offering due to market ‘uncertainty’
Guardiantheguardian.com/technology/202…Smart-ring maker had strong investor demand but chose to postpone its Nasdaq debut
Gulf Newsgulfnews.com/business/markets…Beijing bristles at AI executive's 'fearmongering' about China
The Korea Timeskoreatimes.co.kr/world/2026091…NEW YORK -- US stocks ended lower on Monday, pressured by unexpected calls from AI executives for an industry-wide slowdown in AI development
China Dailychinadaily.com.cn/a/202609…Sam Altman reveals ‘two ways AI progress could go very badly’ days after backing ‘slowdown’ call
Hindustan Timeshindustantimes.com/world/news…Global AI stocks slip on concerns over risks
Financial Timesft.com/content/aa8a1be7…Anthropic walks tightrope to Nasdaq, pushing for a slowdown while pursuing $2 trillion valuation
CNBCcnbc.com/2026/09…New warnings from within the artificial intelligence industry have revived a long-running debate over whether advanced AI could escape human control and ultimately threaten humanity’s survival, and whether the companies developing the technology are doing enough to prevent such a scenario
The Independentindependent.co.uk/news/ceo…Nvidia's blowout earnings contained some red flags
CNBCcnbc.com/2026/08…Nvidia Corp. shares fell about 3.3 percent on Friday, trading near $220.38, as investors locked in gains a day after the chipmaker's latest results sent the stock sharply higher
International Business Times AUibtimes.com.au/nvidia/shares…Trump's Investment Accounts Bought Alphabet and Meta Stock, Disclosures Show as Wall Street Sees Upside
International Business Times AUibtimes.com.au/trump/investmen…Tech companies' venture capital portfolios are making corporate profits look a lot stronger than they really are
CNBCcnbc.com/2026/08…Amazon tops $3 trillion market cap as stock continues post-earnings surge
CNBCcnbc.com/2026/08…The Denver-based software firm reported adjusted earnings of 41 cents per share for the second quarter, beating analysts' expectations of 35 cents, while revenue climbed to $1.94 billion, well ahead of the $1.80 billion forecast compiled by LSEG
International Business Timesibtimes.com/stocks/are…U.S. Stock Market Ticks Higher With Memory Chip Maker’s Big Debut
The Wall Street Journalwsj.com/finance/stocks…U.S. Stock Market Ticks Higher With Memory Chip Maker’s Big Debut
The Wall Street Journalwsj.com/finance/stocks…SpaceX Stock Steadies Near $153 as $25 Billion Bond Sale Draws Record $89 Billion From Investors Worldwide
International Business Times AUibtimes.com.au/spacex/stock…OpenAI makes move to go public one week after rival Anthropic
The Manila Timesmanilatimes.net/2026/06…OpenAI Confidentially Files IPO Paperwork With SEC
The Wall Street Journalwsj.com/livecoverage/stock…SoftBank’s OpenAI bet and rising debt are raising liquidity crunch concerns
CNBCcnbc.com/2026/06…Masayoshi Son’s net worth plunged by more than $13 billion as shares of his SoftBank tumbled amid a broader tech sell-off on Thursday, ceding his title as the richest person in Asia to Mukesh Ambani
Forbes UKforbes.com/sites/tylerroush…Microsoft expected to showcase new PC, cloud AI tools at developer conference
Reutersreuters.com/world/china…Seeing where the money is, OpenAI shifted much of its focus from the consumer market to enterprise, where its Codex offering is going up against Claude Code
CNBCcnbc.com/2026/06…Microsoft and Google are late to AI coding, but 'absolutely critical' they compete for growth
CNBCcnbc.com/2026/06…Noshir Kaka, senior partner at McKinsey & Company, described a redirection of enterprise technology budgets already underway—one that could squeeze companies tied to legacy work while opening a much larger market for those able to move quickly
Newsweeknewsweek.com/noshir/kaka…Nvidia Expands Photonics Push With Billions In New AI Infrastructure Investments
International Business Timesibtimes.com/nvidia/expands…Since the beginning of March, Nvidia has announced $2 billion investments into Lumentum, Coherent and Marvell, all of which are developing photonics tech
CNBCcnbc.com/2026/05…‘The haters will hate’: Dan Ives predicts Nasdaq 30,000 as AI rally expands
CNBCcnbc.com/2026/05…NEW YORK — SanDisk Corporation (NASDAQ: SNDK), the pure-play NAND flash and solid-state storage company that spun off from Western Digital in early 2025, has delivered one of the most extraordinary rallies of 2026, surging roughly 492% year-to-date and pushing its market capitalization above $200 billion
International Business Times AUibtimes.com.au/sandisk/stock…An OpenAI phone with agents instead of apps joins the hardware rumor mill
Mashablemashable.com/article/openai…OpenAI-Linked Stocks Slump on Report of Startup Missing Targets
Bloomberg Newsbloomberg.com/news/articles…Micron and Sandisk continue rally as demand for memory expected to persist
CNBCcnbc.com/2026/04…Markets have poor scorecard for spotting AI losers
Reutersreuters.com/commentary/breakin…ServiceNow tumbled 18% Thursday, after reporting first quarter revenue of $3.77 billion—up 22% year-over-year and topping the $3.75 billion estimate—and adjusted earnings of 97 cents per share versus 96 cents expected
Forbes UKforbes.com/sites/aliciapark…The Tim Cook era at Apple is defined by 5 achievements
Mashablemashable.com/article/apple…Cook took the reins from Steve Jobs in 2011 when Apple was already a Silicon Valley powerhouse valued at roughly $350 billion
International Business Times AUibtimes.com.au/apple/better…AI infighting erupts as Sam Altman and Elon Musk squabble online
Axiosaxios.com/2026/02…Google reaches $4tn without betting the house on AI
Irish Timesirishtimes.com/your/money…For investors, 2026 will test whether the industry’s massive bets on AI deliver real financial results, not just momentum
Politicopolitico.com/newsletters/morni…Bruce Broussard On Leaving Humana, Reputational Risks of AI
Newsweeknewsweek.com/bruce/broussard…For investors, 2026 will test whether the industry’s massive bets on AI deliver real financial results, not just momentum
Politicopolitico.com/newsletters/morni…As AI Eats Up The World’s Chips, Memory Prices Take The Hit
Forbes UKforbes.com/sites/timbajarin…For investors, 2026 will test whether the industry’s massive bets on AI deliver real financial results, not just momentum
Politicopolitico.com/newsletters/morni…