A Handful of Stocks Now Move the Whole Market, and Analysts Are Wary
The weekend’s financial press was dominated by a single subject: the stock market has become a bet on a few technology companies, and the concentration has reached levels that have…
SpaceX Stock Cools, but the Space Industry’s Hiring Never Stopped
SpaceX shares have cooled from their post-IPO highs, but the space industry’s appetite for engineers shows no sign of matching the market’s mood. CNBC reported this week that SpaceX and…
ASML’s EUV Monopoly Is Being Priced as the New OPEC of Chips
A growing number of analysts are comparing ASML to a modern-day OPEC: a single supplier that controls a resource the entire world needs, with the pricing power and the strategic…
NHTSA Closes Steering Probe Into 376,000 Teslas, Clearing a Regulatory Cloud
The National Highway Traffic Safety Administration has formally closed its investigation into power-steering failures in Tesla’s Model 3 and Model Y, ending a nearly three-year probe without requiring further action.…
Broadcom and OpenAI’s Jalapeño Chip Stirs the AI Hardware Market
A week after OpenAI and Broadcom unveiled their jointly designed AI chip, code-named Jalapeño, the announcement is still moving markets and prompting questions about whether the custom-silicon push can break…
Tech Industry Struggles as Trump Administration’s AI Policy Swings
A White House that asks an AI company to delay its product launch one week, threatens access restrictions the next, and then floats the idea of taking equity stakes in…
Anthropic’s Trillion-Dollar IPO Ambitions Face a Defensibility Test
Anthropic is preparing for what could be one of the largest technology IPOs on record, but its race with Alibaba’s cloud unit is raising a question that bankers and investors…
Salesforce Employees Worry Anthropic Is Colonizing Slack
Inside Salesforce, a quiet anxiety has taken hold: the company’s own messaging product, Slack, is becoming the front door for a rival’s AI, and employees increasingly worry the arrangement is…
Nvidia and Firmus Sign AI Access Agreement
Nvidia has signed an agreement with Firmus Technologies, an Australian data-center developer it has invested in, giving the company priority access to its newest artificial-intelligence chips as Firmus expands cloud…
Qualcomm Bets on 250-Core Server Chip in Nvidia Challenge
Qualcomm is preparing a data-center chip with 250 cores aimed at the fast-growing market for AI inference, according to a Fortune report, a move that pits the mobile chip maker…
