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Seema Mody on Muck Rack

Seema Mody

Verified
  • Tech and Global Markets Reporter, CNBC
New York
As seen in: CNBC, MSN, MSN Ireland, Forbes, MSN Malaysia, NBC News, Yahoo Finance, South China Morning Post, TODAY, Flipboard, Yahoo and
Tech Reporter @CNBC. Beats: AI, software & industrials. Tracks global affairs. Life Member @CFR_org. Pratham board member. Posts are my own. Born USA.
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Articles

Palantir beats on top and bottom lines

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By Seema Mody Verified
| CNBC Verified
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Palantir beats on top and bottom lines CNBC's Seema Mody joins 'Squawk on the Street' to discuss Caterpillar's Q2 earnings, Palantir's commercial revenue, and more.
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Palantir's Karp renews attacks on frontier AI labs that are 'trying to drug addict us'

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By Seema Mody Verified
| CNBC Verified
watch now Palantir CEO Alex Karp doubled down on his criticism of the frontier artificial intelligence labs on Monday, arguing that enterprises shouldn't be forced to give up their intellectual property to work with model makers. "We have people trying to drug addict us to a future they [frontier AI models] believe they control," Karp said in an exclusive interview with CNBC. "Now, I've spent a lot of time with Dario [Amodei] and the Anthropic crew.
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Bond market anxiety is growing over AI capex budgets

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By Seema Mody Verified
| MSN Malaysia Verified
Yields climbed this week after Alphabet lifted its capex forecast for its AI buildout, raising concerns that other hyperscalers would do the same. Google, Amazon and Meta are seeing credit spreads widen as fixed-income investors demand more reward on the companies they lend to. Oracle's 5-year credit default swap has become a go-to proxy for AI debt fears, currently trading at a multi-year high.
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