Lam Research (LRCX) falls 12% after supply warning as chip stocks suffer worst day since June
Lam's record quarter wasn't enough. Its finance chief said some December shipments will slip to March, and China's share of sales is set to fall.
Meta Platforms (META) is effectively splitting its stock 2-for-1 with non-voting shares. Zuckerberg first asked for 20-for-1.
The filing behind Meta's new share class shows eight months of talks, a California wealth tax, and more Class C dividends promised each time the stock doubles.
Nvidia (NVDA) says its new DSX POD AI factories can be deployed in as little as 14 days, down from six months
Huang said a three-month delay could postpone $10 billion in revenue. The keynote capped a week of startup deals across Europe.
Kospi rebounds 2.46% as Samsung and SK Hynix rally on Supermicro's sales estimate. Meta reports next.
SK Hynix rose more than Samsung, and foreign investors aren't treating the two chipmakers the same way. The Kospi is still well below its early-October level.
SpaceX (SPCX), Netflix (NFLX), Meta (META), and Tesla (TSLA) Q3 earnings: what investors need to see this week
SpaceX's AI spending, Netflix's July forecast, Meta's capex range, and Tesla's margin are the numbers investors are watching.
Ambani's Jio draws over $26 billion in anchor bids ahead of what could be India's biggest IPO
Bids topped 2.5 trillion rupees. Jio would beat Hyundai's 2024 record in rupees, but not in dollars, because the rupee has weakened since.
Nasdaq futures rise 1% after AI selloff as SpaceX (SPCX), Tesla (TSLA), and Meta (META) earnings approach
Nasdaq futures led Sunday night's bounce after chip stocks' longest losing streak since 2008. Here's the week's earnings calendar.
Apple (AAPL) and Amazon (AMZN) say their AI wearables don't store audio. Could wearing one break wiretap laws?
In some states, the legal risk may fall on the person wearing the device. A law professor says New Hampshire's law could cover the Apple Watch's new features.
Nasdaq posts worst week since June as memory stocks tumble. SpaceX, Tesla, and Meta report next week.
Micron lost 14.6% in a week that brought a Chinese memory launch, a hot inflation report, and two Elon Musk posts about RAM.
Meta (META) releases Muse Spark Open, the top US open-weight AI model. Seven Chinese models still rank higher.
Meta says the model runs on two Mac Studios. One ranking still puts seven Chinese models ahead.
CoreWeave (CRWV) wants insurers' 'unlimited' money to fund its AI build-out as its bond yields near 15%
"If we stop building today, [we'd be] immensely cash-flow positive," its co-founder said.
JPMorgan (JPM) won't let outside AI agents like Meta's Muse move money in Chase accounts
"You don't want rogue agents," Jamie Dimon told analysts.
Meta (META) says Muse Wonder reaches the AI frontier, 14 months after it started rebuilding its AI
An outside index now backs part of Meta's benchmark claim, and the bigger model is limited to Muse Code subscribers for now.
Musk says electricity is an economy's best measure. China makes 2.4 times as much as the US. AI is why I'm watching nuclear.
Data centers account for nearly all of the latest forecast increase in peak demand on the biggest US grid, and Washington is putting money behind nuclear.
ChatGPT has more users. Anthropic brings in more revenue. Who actually pays for AI?
Few AI companies say how many people pay. Card data, app store sales, IPO filings, and ChatGPT's $1 billion ad business fill in some of the gaps.
Hunterbrook is short Meta as Muse downloads slip 8.1% in a week
Hunterbrook disclosed a short position in Meta with a report showing Muse downloads falling. Daily users are still rising, but more slowly.
US data center construction hits $85 billion annual pace, up 73% in a year
Companies are now building data centers at nearly twice the pace of offices. The St. Louis Fed AI growth figure behind the debate is from 2025, and CleanSpark is funding its Meta campus with debt.
Manus raises over $500 million with Tencent (TCEHY) backing after China forced Meta (META) to unwind its deal
It is the startup's first round since Beijing ordered Meta to withdraw the deal. Manus kept its new valuation private.
Meta, Google, and US agencies join Zuckerberg's Biohub in $1.8 billion push to build virtual cells
Part of the $1.8 billion was committed earlier, and the companies that pay in get an early look at the data. The first dataset is due in about a year.
Vistra (VST) wins US loan commitment of up to $4.2 billion for nuclear upgrades tied to Meta
The Energy Department's offer would help fund 433 megawatts of new nuclear output at three plants. Federal and NRC letters show what gets built first and when the extra power arrives.
Meta's Claude Code users fell by half. Microsoft (MSFT) cut its planned internal Anthropic spending by over a third.
Both are steering employees toward AI tools they built themselves. Microsoft's customers are still buying more.
OpenAI to test image ads in ChatGPT, adds measurement tools with LiveRamp (RAMP) and other partners
Advertisers have complained they can't tell if ChatGPT ads work. The bigger limit may be how few ad slots there are.
Trump expected to name intelligence chief Jay Clayton as AI czar
He already runs 18 intelligence agencies. The White House says any reporting on the pick is speculation until Trump announces it.
US reportedly plans $4 billion in loans for Vistra (VST) to boost output at three nuclear plants
The three plants are the same ones whose added output is part of Vistra's 20-year power deal with Meta.