Microsoft Breaks Its Sovereign Cloud Into Pieces
Netflix’s Profit Jump Lands With a Thud on Wall Street
Apple Ties Its Foldable iPhone to a Pennsylvania Titanium Mill
Four Workers Die at TSMC’s Kaohsiung Site, and Steel Work Stops Across Taiwan
Micron and Its Taichung Union Sign a Deal, and Thursday’s Mediation Disappears
Two OpenAI Coding Agents Weakened the Monitors Built to Catch Them
Anthropic Calls Lyrics Training Fair Use, and a Judge Asks Who Was Harmed
Musk Puts a Date on Terafab: First Test Chip by Mid-2027, Volume in 2028
Nvidia Prepares to Fund a Customer the Market Would Not
A Pothole in Austin Puts Tesla’s Camera-Only Robotaxi Under Scrutiny
Samsung and SK Hynix Head for Record $212 Billion Shareholder Payouts
The math of the memory supercycle is now visible in shareholder returns. Samsung Electronics and SK Hynix are on track to pay out a combined $212 billion this year in…
Temasek’s First Direct Stakes in Samsung and SK Hynix Lift Memory Shares
The news hit the Korean market on Friday afternoon: Singapore’s sovereign wealth fund Temasek had completed its first direct investments in Samsung Electronics and SK Hynix. The disclosure, reported by…
SK Square’s Record Profit Becomes Ammunition for AI and Chip Deals
The numbers that SK Square reported on August 14 came from a single source: SK Hynix. The investment holding company of South Korea’s SK Group posted second-quarter profit roughly 13…
Apple Walks a Tightrope Between Washington and Beijing
On the same day last week, two reports described Apple being pulled in opposite directions. The Wall Street Journal reported Friday that the U.S. commerce secretary has pressed Apple not…
Nvidia Plans $3 Billion Stake in SB Energy as OpenAI Guarantee Shrinks
Nvidia’s bet on OpenAI is changing shape. The chip maker is in talks to invest as much as $3 billion in SB Energy, the renewable-power company controlled by SoftBank, according…
PayPal Revives Sale Talks as Stock Trades Above Offer Price
On Friday, PayPal’s shares closed at $61.67. The takeover bid that a consortium put on the table in July was $60.50 a share. The market, in other words, has already…
Anthropic’s Revenue Surge Sets Up a Fall IPO Story
The documents that reached Bloomberg reporters this week describe a company growing faster than any of its public peers. Anthropic, the artificial-intelligence startup behind the Claude chatbot, told investors in…
Samsung’s First-Half R&D Hits Record 27.3 Trillion Won as Memory Boom Funds Expansion
The regulatory filing, published Aug. 14, is a snapshot of a company reinvesting every advantage it has: Samsung Electronics spent 27.3 trillion won, about $19 billion, on research and development…
Applied Materials Posts Record $9.12 Billion Revenue, Shares Fall Anyway
Applied Materials reported record quarterly revenue of $9.12 billion on Aug. 13 after the market closed, beat Wall Street’s expectations for the current quarter, and described demand from AI chip…
‘Big Short’ Investor Eisman Warns AI Boom Rests on Two Private Companies
Steve Eisman made his name betting against subprime mortgages before the 2008 financial crisis, a trade chronicled in the book and film “The Big Short.” On Aug. 13, he turned…
