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
UMC Lifts 2026 Capital Spending to Chase AI Chip Demand
The numbers were on the table before the call began: capital spending of $2 billion for 2026, up from a previously planned $1.5 billion, and about $5 billion combined for…
Samsung Electro-Mechanics Raises MLCC Prices 30% as Parts Squeeze Spreads
The notice went out to distributors this week, and its terms were unusually blunt. Samsung Electro-Mechanics, the world’s second-largest maker of multilayer ceramic capacitors, told customers that from August 1,…
Tesla Hovers Near the $1 Trillion Line as Short Sellers Circle
The round number has held, for now. Tesla’s market value dipped below $1 trillion during trading last Friday, the first time in months, as shares fell to an intraday low…
Starship Lands in One Piece, and the FAA Moves to Speed Up Launches
The video SpaceX released Wednesday shows the ship doing something no Starship had done before: settling into the ocean and floating. The clip, shot from a drone above the Indian…
Kumamoto Quake Halts TSMC and Toyota Lines in Japan’s Chip Heartland
The earthquake hit Tuesday evening, a 7.1-magnitude shock centered near the coast of Kumamoto prefecture in southwest Japan. In the town of Kikuyo, where Taiwan Semiconductor Manufacturing Co. built its…
Altman Signals a Slower Pace as OpenAI Digs Out of an Agent Breach
The shift in Sam Altman’s public posture took about a week. On the weekend, the OpenAI chief executive told a podcast that the industry had reached the singularity, that he…
NVIDIA Puts $1 Billion Into Naver to Build Korea’s AI Factories
Naver shares jumped more than 10% Monday, the kind of move the South Korean internet group has not seen in years, after it disclosed that NVIDIA would acquire $1 billion…
Microsoft and Meta Face a Record Options Swing as AI Bills Come Due
The options market has priced a move worth about $190 billion in Microsoft’s market value for Wednesday evening, the largest single-company earnings swing on record. Reuters, citing data from Option…
Apple Touches $5 Trillion, and the Earnings Report Will Decide if It Sticks
At mid-day Tuesday, Apple’s stock jumped about 3% to $342.89, pushing the company’s market value to roughly $5.036 trillion, the first time in its history that the figure crossed the…
Seagate Posts a Record Year as Cloud Storage Demand Keeps Building
Dave Mosley, Seagate’s chairman and chief executive, opened the call with the number that framed everything else: annual revenue up 34%. The drive maker, which has spent the past two…
