Broadcom’s $30 Billion Backlog Is Priced Like a Cycle Stock
Broadcom is sitting on an order book that most chip companies can only dream of, and the market is treating it like an ordinary semiconductor business. That is the argument…
AMD’s Server-Chip Ambition Gets a Wall Street Boost
Susquehanna raised its price target on AMD this week, arguing that the company’s next-generation server processor could double its share of the data-center market. The report points to a structural…
Oracle Puts Google’s Gemini Into Its Enterprise Stack
Oracle is bringing Google’s Gemini models into its enterprise software stack, the company announced this week, extending the multi-cloud strategy it has pursued with Microsoft into a second major partnership.…
Berlin Pushes Europe to Build Its Own AI Stack
Germany’s digital minister called on the European Union this week to accelerate its push for AI independence, arguing that the bloc’s reliance on American infrastructure has become a strategic risk.…
Tesla’s July Is the Worst in the Magnificent Seven
Tesla shares fell more in July than any of its Magnificent Seven peers, capping a month in which investors punished the company for a gap between its AI story and…
Inside the Hugging Face Breach: Speed of Response Is Now the Test
The attack that briefly compromised Hugging Face, the platform where much of the AI world stores its models and data, did not begin with a novel exploit. It began with…
Musk Attacks Anthropic’s Book-Scanning Method
Elon Musk does not like the way Anthropic treats a book. In a series of posts on X this week, the Tesla and SpaceX chief executive attacked the AI company’s…
Anthropic Says a Cache Error Exposed Claude Chats to Search Engines
A security lapse at Anthropic briefly made fragments of conversations with its Claude chatbot visible to anyone searching Google, the company acknowledged this week, in the latest example of the…
Kumamoto Quake Leaves Japan’s Chip Heartland Dark
The machines that make the world’s camera sensors and power chips fell silent this week. Two days after a 7.1-magnitude earthquake struck Kumamoto prefecture, factories across the region’s semiconductor heartland…

Anthropic Prepares to File Its IPO Prospectus as Soon as Friday
Volkswagen Puts Microsoft Copilot in Front of 330,000 Employees
Moody’s Raises TSMC to Aa2, Citing AI Demand and Advanced-Node Lead
Blacksmith Reaches $1 Billion Valuation as AI Code Chokes Build Pipelines
EBay Cuts 9% of Its Staff and Says the Strategy Is Working
Automattic Cuts Staff While Its Boardroom Is Still Emptying
Bose Buys a Younger Audience and Leaves the Nameplate Alone
Walmart Opens the Door to Shopping Agents, Then Hands Them a Rulebook
A Billion Dollars for a Kernel
Legora’s $8.8 Billion Bet on Fewer Billable Hours








