Breaking developments in software, hardware, and innovation driving the companies at the forefront of the market.
Microsoft is putting $2.5 billion and 6,000 engineers into client offices to build enterprise AI systems directly, joining Amazon, Anthropic and OpenAI in a new race over who staffs AI…
Bobby Cook3 min read
Franklin Intelligent Machines ETF slid 5.49% to 111.65 dollars, pulling it further from its 52 week high. Here is what the valuation, RSI and yield data show about where it…
Christina Shaw1 min read
Tesla shares fell 7.49% even after a record delivery beat, as traders sold the news and refocused on the NHTSA safety probe threatening its autonomy driven valuation.
Franklin Gonzales3 min read
Meta shares slid nearly 5% as investors question whether a planned doubling of AI capital spending can be justified by the advertising engine driving 98% of its revenue.
Roberto Anderson3 min read
OpenAI has proposed giving Washington a 5% stake worth about $42.6 billion, part of a broader plan asking Anthropic, Google and Meta to fund a government AI equity vehicle.
Bobby Cook3 min read
A Stockholm court fined Google €1.3 billion for favoring its own shopping tool over Klarna's PriceRunner, a ruling built on the EU's landmark 2017 antitrust case.
Roberto Anderson3 min read
Anthropic's Claude Fable 5 and Mythos 5 return after an 18 day export control shutdown, with a new safety classifier and a pending IPO in the background.
Bobby Cook2 min read
SoftBank is negotiating a $10 billion loan backed by its OpenAI stake, now offering a corporate guarantee to lenders after valuation concerns stalled earlier talks with major banks.
Roberto Anderson3 min read
The EU's top court has upheld Google's 4.1 billion euro Android antitrust fine, closing a years long legal battle and reinforcing Brussels' aggressive stance on dominant tech platforms.
Bobby Cook3 min read
A Stockholm court ordered Google to pay PriceRunner about 1.5 billion dollars in antitrust damages. Here is what the ruling means against Alphabet's valuation, RSI and dividend yield.
Franklin Gonzales3 min read
Meta shares fell 4.9% to 582.90 dollars as investors reassessed the company's ballooning AI capex plans against talk of a new Meta Compute cloud business.
Bobby Cook3 min read
Tesla shares dropped 7.49% even after record second quarter deliveries, leaving investors to weigh a 327.88 P/E against progress on robotaxis, FSD and Cybercab.
Bobby Cook4 min read
Mark Zuckerberg admitted internally that Meta's AI agent progress has stalled and that recent layoffs tied to a company reorganization were messier than planned.
Christina Shaw1 min read
Super Micro shares slipped after Taiwanese prosecutors detained two employees in an expanding probe into alleged illegal export of Nvidia powered AI servers to China.
Franklin Gonzales5 min read
Anthropic's Claude Sonnet 5 targets cost conscious AI teams with near Opus 4.8 performance, arriving as Meta, Amazon, and Uber clamp down on token spending ahead of Anthropic's expected IPO.
Franklin Gonzales5 min read
Britain's competition watchdog wants Apple and Google to let developers steer users to cheaper payment options, and it might force Apple to open up iPhone NFC access too.
Franklin Gonzales2 min read
Taiwan prosecutors widen a probe into Nvidia chip smuggling tied to Super Micro servers, sending shares lower even as AI server demand fundamentals hold steady.
Christina Shaw5 min read
SpaceX shares jumped nearly 5% as investors weighed a record 25 billion dollar bond sale against a 2.02 trillion dollar valuation, overbought momentum and a debt load still awaiting AI…
Bobby Cook5 min read
Apple raised prices on MacBooks and iPads, blaming a memory chip shortage. Micron fired back, hinting Apple's own tactics helped cause it. Here is what the numbers show.
Bobby Cook6 min read
Taiwan prosecutors have widened a smuggling probe involving Super Micro Computer and Nvidia chips bound for China, and SMCI shares are swinging on the news. Here is what the numbers…
Roberto Anderson6 min read
The U.S. Supreme Court has agreed to review Apple's contempt finding in its long running antitrust fight with Epic Games, setting up a case that will decide how much commission…
Bobby Cook2 min read
Agility Robotics is merging with a Churchill Capital SPAC at a $2.5 billion valuation, becoming the first pure-play publicly traded humanoid robotics company. Its Digit robot is already deployed at…
Franklin Gonzales6 min read
SK Hynix is raising up to $29.43 billion through a Nasdaq ADR listing to fund AI chip factories and EUV equipment purchases. Here is what the capital raise means for…
Franklin Gonzales6 min read
Nvidia shares fell 1.17% to $197.66 as the broader AI chip sector came under pressure. With RSI at 40.88 and a P/E of 30.13, markets are weighing a rising interest…
Christina Shaw6 min read