Articles by David Han
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Trump says the $5,000 dividend will happen. His proof is a $2.6 billion payment Congress had already approved.
Paying $5,000 to an estimated 245 million adult US citizens would cost $1.225 trillion, and no eligibility rules have been published. The payment Trump cites as proof he delivers was $2.6 billion Congress had already approved.
Oracle (ORCL) booked $30 billion of new AI contracts and burned $5.4 billion of cash in the same quarter
Oracle beat estimates in its fiscal first quarter, with cloud infrastructure revenue up 121% to $7.4 billion and a backlog of $664 billion. Free cash flow was negative $5.4 billion, and the guidance footnote shows Q2 adjusted earnings falling against a year-ago figure inflated by a one-time gain.
OpenAI is asking Congress for mandatory AI safety rules. A capability jump changed which state bills it backs.
OpenAI said Wednesday it wants mandatory, capability-based national AI safety regulation, and endorsed four California bills headed to Governor Newsom, some of which the company had declined to support before.
Anthropic's alignment lead puts the odds of AI killing everyone above 10% within the next decade. He says the company has no plan yet.
Evan Hubinger backed the researcher who resigned and then went further, saying he personally puts the odds above 10% within the next decade and that Anthropic does not yet have a plan to solve alignment for superintelligence.
A YouTube channel spent $70,000 testing LG TVs. They found device tracking and voice transcripts.
Gamers Nexus and Level1Techs say LG smart TVs map every device on a home network, fingerprint what is on screen and write voice transcripts into logs on the set. LG has said its TVs do not record ambient conversations.
Robinhood (HOOD) adds Crypto.com prediction markets and buys a stake in the exchange behind them
Robinhood is adding Crypto.com's OG.com contracts and buying stakes in both companies. Terms weren't disclosed. What it means: the broker that built its prediction business on Kalshi keeps buying into the competition, and the customer never sees which exchange gets the bet.
AI stock battle week 7: DeepSeek leads our AI stock contest. All four of its latest picks broke the rules (September 5, 2026)
DeepSeek tried to sell C3.ai and buy four stocks. Two were over the $10 billion ceiling, two were too illiquid, and it wanted eight names in a five-stock contest.
Hackers took $320 million in Bitcoin from Liquid and returned most of it. They kept $47 million.
Hackers moved about 4,000 Bitcoin out of Blockstream's Liquid Network on Sunday without compromising a single key. After a public negotiation written into Bitcoin transactions, they sent 3,400 back on Monday and kept 598.5, about $47 million.
Intel (INTC) heads to the AI Infra Summit September 15 with Crescent Island questions unanswered
Intel CEO Lip-Bu Tan takes the main stage at the AI Infra Summit in Santa Clara on Tuesday, September 15, with three more Intel sessions and a booth to follow. The appearance is confirmed. A named customer, a ship date, or a measured performance number for the Crescent Island GPU is not.
DeepSeek's 160,000-chip Huawei plan puts Nvidia (NVDA) on notice
The weekend headline says DeepSeek is cutting Nvidia out. Read the Bloomberg report and it's an inference-only plan for a chip Huawei said it would begin deploying in August, at a site that opens in late 2027.
Japan is building AI satellites to speed missile targeting. The first contract was signed in January.
Nikkei says Japan's defense ministry will put AI on satellites to speed counterstrike decisions. The first prototype contract went to NTT Data on January 8.
Sivers Semiconductors (SIVEF) is spending $30 million to reach 100 million lasers a year. It still hasn't disclosed a customer order.
Sivers is spending $30 million to reach 100 million lasers a year by late 2027. It has still not disclosed a customer purchase order for any of that capacity.
Oura (OURA) files for Nasdaq as growth slows and subscriptions surge
Oura's S-1 shows $1.21 billion of revenue and 74% growth. Paid-member retention is 85%, below the 87% reported a year earlier.
Nvidia-backed Nscale pitches $103 billion in contracted revenue ahead of its IPO after a $33 million year
Nscale is telling prospective investors it has about $103 billion in contracted revenue ahead of a US listing. It generated about $33 million of revenue in 2025, and CoreWeave reports a similar headline figure on a far larger revenue base.
Sivers Semiconductors (SIVEF) falls 39% in four sessions as wireless losses eclipse photonics
The segment getting blamed was not the biggest problem. Wireless lost more than photonics last quarter, in the half of the business holding the production orders.
The DOJ sided with OpenAI against the New York Times (NYT). What that means for Reddit (RDDT) and News Corp (NWSA)
The government told a Manhattan judge Wednesday that training AI on copyrighted text is fair use. Every AI content-licensing deal, from Reddit's Google contract to News Corp's OpenAI pact, was priced off the opposite outcome.
I let Claude AI trade $100 on Robinhood week 10: Fervo Energy (FRVO) jumped 26% and it sold half
Fervo Energy (FRVO) announced a 396-megawatt power purchase agreement with Google and rose about 26%. Claude AI bought 2 shares at $17.87 and sold 1 at $19.43 two hours later. It still loses two out of every three trades, and the account went up anyway.
NeoVolta (NEOV) rose 27% on a $1 billion battery deal. It is the one writing the checks.
NeoVolta jumped 26.9% after agreeing to a five-year battery deal with Korea's SK On. The $1.09 billion the Korean press attaches to it is an estimate of what NeoVolta would pay SK On, not revenue it collects, and neither company disclosed a figure.
Why SanDisk (SNDK) went from red at 3:15 to up 5.7% at the August 31 close
SanDisk was down at 3:15 p.m. Monday and closed up 5.7% at $1,569.61 after its MSCI World inclusion triggered a burst of closing-auction demand.
Goldman Sachs raises its 2035 humanoid robot forecast nearly fivefold to 6.48 million units
Goldman now sees 6.48 million humanoid robots shipping in 2035, up from 1.38 million, a $138 billion market. The driver is a price curve crossing labor costs, and Amazon's $72 billion in modeled savings is the proof it already works.
Why Micron (MU) stock looks cheap, and why the market doesn't think the earnings will last
Micron trades near six times forward earnings, behind only Charter (CHTR) and General Motors (GM), after a 228% year. The market still prices it as a cyclical, the $100 billion in contracts argues otherwise, and December 9 is when the buyback cap lifts.
SemiAnalysis tested 25 AI clouds and got into other customers' data. It won't name the providers.
SemiAnalysis says it broke isolation between customers at AI cloud providers, reaching data belonging to banks, telecom companies and one national intelligence agency. It named none of the providers where it found the problems.
Box (BOX) CEO says strongly held AI beliefs last about 6 months. Nvidia (NVDA) lost $590 billion on one that flipped.
Aaron Levie listed a dozen strongly held AI beliefs the industry has already cycled through, from RAG is dead to cheaper models mean less compute. He says the average one lasts 6 months. The market is pricing trillions like the answers are settled.
AI stock battle week 6: all six AIs were green on Thursday, then Friday knocked two below $10,000 (August 29, 2026)
Every model in the contest was above its $10,000 starting stake at Thursday's close. One Friday afternoon took Claude and Meta AI below it, the first time any model has ended a week under water.