Wed Sep-02 13:30:26regulatory65 Amazon shares entered correction territory following an FTC lawsuit alleging $20 billion in advertiser overcharges through undisclosed reserve-pricing mechanisms.
Wed Sep-02 13:30:22product65 Alphabet's Waymo unit has expanded its paid robotaxi service to Denver, San Diego, and Tampa, bringing its total U.S. footprint to 14 cities with a target of one million weekly rides by year-end.
Wed Sep-02 13:21:33regulatory65 The United States and Iran have exchanged military strikes and are preparing further economic sanctions, escalating geopolitical tensions in the Middle East.
Wed Sep-02 13:21:21regulatory75 The Trump administration is developing a semiconductor tariff framework that would impose import duties on chips unless manufacturers build production capacity in the United States.
Nvidia is in advanced talks to acquire AI platform Hugging Face for approximately $12.9 billion, with an additional $1 billion allocated for employee retention.
Wed Sep-02 13:20:40regulatory65 The EU General Court upheld the European Commission's decision not to designate Microsoft Edge as a gatekeeper under the Digital Markets Act, rejecting a challenge by Opera.
Wed Sep-02 13:13:43other65 Taiwan Semiconductor Manufacturing Company is experiencing a near doubling in demand for chipmaking tools, signaling strong capacity expansion to meet AI and high-performance computing needs.
Wed Sep-02 13:12:30other65 Micron is leveraging CHIPS Act funding to accelerate its US expansion plans, supported by strong financial results and high gross margins driven by AI memory demand.
Wed Sep-02 13:12:19regulatory65 The U.S. State Department has formally reaffirmed its determination that the Chinese Communist Party is committing genocide in Xinjiang, raising geopolitical risks for semiconductor companies with significant exposure to China.
Wed Sep-02 13:11:08other65 Nvidia and Alphabet participated in a $3.9 billion zero-coupon convertible bond issuance by MediaTek, highlighting the surge in AI-related debt financing.
Wed Sep-02 13:04:24partnership65 YouTube has partnered with Amazon to integrate affiliate shopping links directly into videos and livestreams, allowing viewers to purchase products without leaving the platform.
Wed Sep-02 13:03:52partnership65 Microsoft signed a 20-year power purchase agreement with a Chevron subsidiary to secure 2.67 gigawatts of energy for a new West Texas data center.
Wed Sep-02 13:03:38guidance85 Nvidia forecasts a 70% revenue jump for fiscal 2028, driven largely by an exclusive partnership with SpaceX to deploy 10 gigawatts of computing power.
Wed Sep-02 13:02:35partnership65 Nvidia invested $2 billion in Coherent Corp and formed a strategic partnership to develop optical technologies for AI data centers.
Wed Sep-02 13:01:55partnership65 Apple has become the new official U.S. broadcaster for Formula 1, integrating F1 TV into its Apple TV subscription service.
Wed Sep-02 13:00:56other65 Berkshire Hathaway CEO Greg Abel explained the conglomerate's $37 billion stake in Alphabet, citing strong visibility into AI adoption benefits as the primary driver for the investment.
Wed Sep-02 13:00:24partnership65 Palantir's subsidiary Palantir USG was awarded a prime agreement by the U.S. Army to produce and deliver eight new Tactical Intelligence Targeting Access Node (TITAN) ground station systems.
Tue Sep-01 21:20:20guidance65 Dell Technologies raised its annual revenue and profit forecasts driven by strong AI server demand, reinforcing the positive outlook for AI infrastructure suppliers like Super Micro Computer and chipmaker Nvidia.
Tue Sep-01 21:10:11regulatory65 Meta stock rose as the U.S. government signaled support for lighter AI regulations through the Carolina Principles, potentially easing compliance burdens for Meta's massive AI capital expenditure plans.
Tue Sep-01 20:50:18other85 John Ternus officially assumed the role of Apple CEO and highlighted an upcoming major product launch including a rumored foldable iPhone and enhanced Siri AI capabilities.
Tue Sep-01 20:40:42other65 OpenAI is projecting $2.5 billion in annual ad revenue and expanding its self-service ad platform globally, challenging the dominance of established digital advertising incumbents like Google and Meta.
Tue Sep-01 20:20:47regulatory65 A new US executive order restricting foreign-made equipment on the power grid could benefit Tesla's energy storage business by reducing competition from covered foreign entities.
Tue Sep-01 20:20:37other65 Nvidia CEO Jensen Huang stated that the upcoming Vera Rubin platform increases revenue potential to $40 billion per gigawatt of data center capacity by maximizing computing efficiency per watt.
Tue Sep-01 20:11:02other65 The article attributes record-low Labor Day discounts on devices like the MacBook Air to elevated baseline prices caused by an AI-driven DRAM shortage that has significantly boosted Micron's pricing power while increasing costs for Apple.
Tue Sep-01 20:10:56other65 Gartner projects memory prices will surge 130% by year-end 2026, driving a 17% increase in laptop costs and benefiting memory manufacturers like Micron.
Tue Sep-01 20:00:17regulatory65 Chinese memory manufacturer CXMT is suing the US Pentagon over its inclusion on a military blacklist, complicating Apple's efforts to secure alternative memory supplies amid tight market conditions.
Tue Sep-01 19:50:35regulatory65 Texas regulators have frozen new electrical hookups for data centers after discovering that projected power demand was significantly inflated by speculative or duplicate requests.
Tue Sep-01 19:50:28product65 Bloomberg reports that Apple's upcoming foldable iPhone Ultra will likely feature MagSafe charging and launch alongside the iPhone 18 Pro models in September.
Tue Sep-01 19:50:14product65 Broadcom launched VMware Private AI Cloud and updated VMware Cloud Foundation to target enterprise AI inference workloads, positioning its software stack as an alternative to public cloud providers for production AI.
Tue Sep-01 19:40:27partnership85 AMD and Saudi Arabia's Humain announced a $10 billion partnership to build a next-generation AI infrastructure ecosystem deploying 500MW of AMD-based computing capacity.
Tue Sep-01 19:32:45regulatory65 Tesla released European safety data indicating its supervised self-driving system is significantly safer than manual driving to support lobbying for broader regulatory approval in the EU.
Tue Sep-01 19:30:37regulatory85 Meta agreed to pay up to $18 billion in penalties over claims its platform endangered children, coinciding with the trailer release of Aaron Sorkin's film 'The Social Reckoning' which scrutinizes the company's societal impact.
Tue Sep-01 19:11:04partnership65 SB Energy filed for an IPO backed by Nvidia's $105 billion financing commitment for an OpenAI data-center project in Ohio.
Tue Sep-01 19:10:36product75 Tesla is set to launch its steering wheel-less Cybercab robotaxi for limited public use in Austin, marking a significant milestone in its autonomous driving strategy.
Tue Sep-01 19:10:31regulatory65 EU antitrust regulators are soliciting publisher feedback on Google's AI search opt-out proposal as part of an ongoing investigation that could result in significant fines.
Tue Sep-01 19:00:42other65 SpaceX secured a historic $27.5 billion tax incentive package from Louisiana for its new $100 billion launch facility.
Tue Sep-01 19:00:29product75 OpenAI released benchmarks for its co-developed Jalapeño AI chip with Broadcom, claiming superior efficiency and lower latency compared to Nvidia's GB200 and GB300 systems.
Tue Sep-01 18:50:50other65 Google and Meta are resorting to significant debt financing for massive AI data center expansions due to capital expenditures exceeding cash flow.
Tue Sep-01 18:50:39other65 Nvidia CEO Jensen Huang stated that AI infrastructure spending will continue to expand and announced partnerships with major financial firms to mobilize over $500 billion in third-party capital for AI buildouts.
Tue Sep-01 18:40:29product65 TSMC's Arizona facility has achieved volume production of NVIDIA Blackwell wafers, marking a significant milestone for U.S.-based advanced semiconductor manufacturing.
Tue Sep-01 18:40:15product65 Apple has officially scheduled its September 9, 2026 event to unveil the iPhone 18 Pro, iPhone 18 Pro Max, and iPhone Ultra.
Tue Sep-01 18:20:04earnings65 TSMC reported record Q2 profitability with a 67.7% gross margin driven by AI-chip demand while committing to a $269 billion global expansion including significant investments in Arizona and Europe.
Tue Sep-01 18:10:30product65 SpaceX is building an in-house foundry in Texas to manufacture gas turbine blades, aiming to accelerate power generation for AI data centers by up to 18 months.
Tue Sep-01 18:10:28product65 Apple is reportedly planning to launch its first AI-powered smart glasses in 2027, focusing on Siri integration and privacy rather than augmented reality.
Tue Sep-01 18:00:54partnership85 Nvidia announced a $3.5 billion investment in MediaTek to integrate custom AI processors with its NVLink Fusion technology, aiming to solidify its role as the central infrastructure layer despite competitors developing proprietary chips.
Tue Sep-01 18:00:32other85 Apple announced John Ternus as its new CEO with Tim Cook transitioning to executive chairman, while rising Treasury yields and oil prices pressured tech stocks including Nvidia and AMD.
Tue Sep-01 18:00:29partnership65 AMD, Cisco, and HUMAIN announced that their AI infrastructure in Saudi Arabia, powered by AMD Instinct MI355X GPUs, is now live and serving customers.
Tue Sep-01 18:00:24guidance65 Nvidia CEO Jensen Huang forecasts that physical AI revenue will grow from $10 billion to $100 billion over the next decade, potentially surpassing digital AI markets.
Tue Sep-01 17:50:26partnership65 Microsoft and Amazon Web Services announced a partnership to launch Azure Multicloud Interconnect for AWS, enabling simplified private connectivity between their cloud platforms.
Apple is exploring a multibillion-dollar deal to acquire an equity stake in NFL Media, the NFL Sunday Ticket package, and mobile livestreaming rights, competing against Amazon which is the frontrunner for the media stake.