Chinese hardware tech stocks have surged 64% this quarter on AI infrastructure spending and government support, but earnings season will test whether valuations are justified. Analysts warn that share…
SoftBank CEO Masayoshi Son dismissed fears of an AI bubble as 'blasphemy' during his company's annual general meeting, arguing that AI's potential is just beginning. SoftBank has invested over $64 bil…
Apple plans to skip the M6 Pro and Max chips and fast-track the M7 generation by up to six months, according to a Bloomberg report. The shift aims to accelerate on-device AI performance amid competiti…
Apple plans to skip high-end M6 Mac chips and instead focus on an AI-focused M7 line, according to a Bloomberg report. The shift prioritizes artificial intelligence capabilities over raw performance f…
Ford rehired 350 veteran engineers after AI quality inspection tools failed to preserve institutional knowledge and develop junior staff, leading to a quality crisis. The move helped Ford win the 2026…
Apple is skipping high-end M6 chips to focus on an AI-focused M7 line, codenamed 'Borneo', expected in 2027. The M7 may be Apple's first chip produced at Intel Foundry using its 18A process, marking a…
Google Finance exited beta with a dedicated Android app, portfolio tracking, and AI-powered scheduled briefings, marking the platform's broadest expansion since its AI rebuild began in August 2025. Th…
Micron Technology Inc. shares surged after the company issued a quarterly sales forecast of approximately $50 billion, far exceeding analyst estimates of $43.2 billion, signaling sustained AI-driven g…
Softbank CEO Masayoshi Son dismissed Elon Musk's idea of building AI data centers in space, arguing that the high cost and long timeline make it impractical. Son emphasized that Softbank is focused on…
Global AI revenue outside China reached $25 billion in Q1 2026, surpassing the estimated $21 billion in annualized depreciation costs for chips and data centers for the second straight quarter, accord…
Technology businesses face increasing disruption from waves like the internet, cloud, mobile, and AI, which have created giants and destroyed industries. The author advises leaders to ask four questio…
Japan Prime Minister Sanae Takaichi unveiled a 370 trillion yen ($2.3 trillion) public-private investment roadmap through 2040, with 101.6 trillion yen allocated for AI and semiconductors. The plan ta…
Bank of Japan Governor Kazuo Ueda said surging AI-related exports are cushioning Japan's economy from the impact of crude oil prices above $100 per barrel, driven by US-Iran tensions. The AI boom is o…
Dutch Trade Minister Sjoerd Sjoerdsma visited Washington to oppose the MATCH Act, a bill that would bar Chinese chipmakers from accessing Western semiconductor equipment, hitting ASML especially hard.…
Samal Bekmaganbetova published a guide on meeting minutes templates, emphasizing that 54% of employees leave meetings unclear about next steps and that U.S. businesses lose $375 billion annually to un…
Anthropic sent a letter to U.S. senators and White House officials alleging that Alibaba's AI lab used 25,000 fraudulent accounts and 28.8 million exchanges to illicitly access and distill Anthropic's…
Micron Technology reported fiscal Q3 2026 revenue of $41.46 billion and adjusted EPS of $25.11, crushing Wall Street estimates by 16% and 22% respectively, driven by insatiable demand for high-bandwid…
US investment-grade bond issuance hit a June record of $175 billion, driven by Nvidia and SpaceX's $25 billion bond sales each, as technology companies borrow heavily to fund AI infrastructure. The su…
Online spending across all US retailers hit $8.3 billion on the first day of Amazon Prime Day, beating Adobe's estimate of $7.9 billion. Adobe expects total online spending to reach $26.3 billion over…
Bloomberg reports that the largest cloud and hyperscale companies have pushed their total future data-center lease commitments above $850 billion, driven by new deals from Meta and Microsoft. Meta add…