Nvidia and AMD lead AI stock winners with 16,320% and 9,770% gains

Key Takeaways

Oracle launches AI security with database protection

Oracle has introduced an expanded AI security strategy called 'Secure at Source, Secure at Speed, Secure through Resilience.' The company is offering several security, patching, and upgrade tools for free or at a 90% discount for a limited time. This initiative aims to help CIOs and CISOs patch faster, enforce data-layer access, and improve recovery. Oracle's strategy includes Deep Data Security, SQL Firewall, and Database Vault for authorization, SQL-level access control, and privileged account protection.

Oracle boosts AI security with database protection

Oracle has unveiled an expanded AI security strategy to help enterprises respond faster to AI-driven threats. The company offers several products at no cost for a limited period or at a 90% discount on one-year term licenses. Oracle's strategy includes three pillars: Secure at Source, Secure at Speed, and Secure through Resilience. This initiative aims to help CIOs and CISOs patch faster, enforce data-layer access, and improve recovery.

IBM and Red Hat team up for AI security

IBM, Red Hat, and Palo Alto Networks have announced a collaboration to help organizations identify vulnerabilities early and deploy protections fast across open-source software, commercial applications, and healthcare technologies. The collaboration combines rapid network-level protection with software remediation to help organizations reduce exposure to emerging threats.

Gas stations accused of using AI to inflate prices

A lawsuit alleges that gas stations in California used AI software to collude and drive up prices at the pump. The software, called Kalibrate, helps coordinate high prices and discourages users from pricing their gas lower than competitors. The lawsuit seeks to represent California drivers who bought gas at stations using Kalibrate software since June 2022.

Gas station owners accused of price-fixing with AI

A federal lawsuit accuses gas station giants, including Marathon and Circle K, of using AI-powered software to illegally collude and drive up prices at the pump. The software, called Kalibrate, helps coordinate high prices and discourages users from pricing their gas lower than competitors. The lawsuit seeks to represent California drivers who bought gas at stations using Kalibrate software since June 2022.

Mayflower and Hadron unveil AI liability program

Mayflower Specialty and Hadron have launched an affirmative AI liability program in the United States. The program provides coverage for AI-related claims and is designed to help businesses that use AI to drive growth and innovation.

TigerConnect expands AI-driven platform

TigerConnect has expanded its AI-driven platform with new scheduling capabilities. The platform offers real-time AI-generated gap detection and intelligent assignment logic for schedule balancing. This enhancement aims to improve the efficiency and effectiveness of healthcare teams.

Micron says AI party far from over

Micron has reported a blowout quarter with sales more than quadrupling to $41.46 billion. The company's CEO, Sanjay Mehrotra, said demand for DRAM and NAND 'significantly' exceeds supply and will continue beyond 2027 due to AI-driven demand. Micron has signed 16 long-term agreements with several customers, including hyperscalers, automakers, and AI infrastructure companies.

Nvidia vs AMD: Which AI stock is better?

Nvidia and AMD are two of the biggest stock winners of the past decade, with Nvidia up over 16,320% and AMD up over 9,770%. Nvidia is the leader in AI model training with its GPUs, while AMD is positioning itself to be a strong player in inference and agentic AI.

Anthropic accuses Alibaba of AI theft

Anthropic has accused Alibaba of using fraudulent accounts to access its Claude AI model. The allegations have sparked a debate about the ethics of AI research and development.

Governors team up to address AI job losses

Two former governors, Eric Holcomb and Gina Raimondo, are teaming up to address potential job losses from AI. They discuss combatting AI-related job losses on NPR's Steve Inskeep.

Morningstar expands AI integrations with Microsoft

Morningstar has expanded its AI integrations with Microsoft to bring trusted investment intelligence into enterprise workflows. The integrations span Microsoft 365 Copilot, Copilot Studio, and Microsoft 365 ecosystems.

Sources

• Oracle Targets AI Security With Database-First Protection Strategy
• Oracle Targets AI Security With Database-First Protection Strategy
• IBM Red Hat Security Collaboration Expands Vulnerability Protection with AI Security
• California gas stations accused of using AI to inflate prices
• Gas station owners have found a use case for AI, lawsuit says: colluding to fix prices
• Mayflower, Hadron unveil affirmative AI liability program
• TigerConnect expands AI-driven platform with new scheduling capabilities
• Micron says the AI party is far from over, but not all are celebrating
• AI Stock Face-Off: Is Nvidia or AMD the Smarter Long-Term Buy?
• Anthropic accuses Alibaba of illicitly extracting AI capabilities
• Two former governors are teaming up to address potential job losses from AI
• Morningstar Expands AI Integrations with Microsoft to Bring Trusted Investment Intelligence into Enterprise Workflows