Mira Murati Steps Back Into the Spotlight, Carefully
The stage was set in San Francisco on Thursday for the Bloomberg Technology Summit, and the seat at the front of the room belonged to someone the AI industry had…
Broadcom’s Softer Outlook Shakes the Chip Trade, and Analysts See a Buying Window
The number that detonated the semiconductor market last week was not a loss. Broadcom reported record revenue of $22.19 billion for its fiscal second quarter, up 48 percent from a…
Marvell and Flex Join the S&P 500, Adding AI Supply Chain Weight
The announcement came in a press release on Friday morning, folded into the routine quarterly mechanics of index management. S&P Dow Jones Indices will add Marvell Technology and Flex to…
Tim Cook’s Contrarian AI Bet Faces Its Test at WWDC
On Monday morning, Tim Cook will walk onto the stage at Apple Park in Cupertino for what is widely expected to be the most consequential presentation of his AI tenure,…
NSA Prepares to Put Anthropic’s Mythos to Work in Cyber Operations
The executive order said one thing. The intelligence community did another. Eight weeks after President Trump ordered federal agencies to stop working with Anthropic, the National Security Agency began using…
JPMorgan Ends Its Long Bearish Run on Tesla
For the better part of a decade, JPMorgan was the most persistent skeptic on Tesla on Wall Street. The bank kept an Underweight rating on the electric-vehicle maker from 2018…
SpaceX Draws $250 Billion in Orders Ahead of Record IPO
The order book kept swelling through the week, and by Tuesday it had passed $250 billion. SpaceX, the rocket and satellite company founded by Elon Musk, plans to raise about…
Supabase Doubles Valuation to $10 Billion in Eight Months
Paul Copplestone pitched the idea in 2014 and was turned down. He tried again in 2020, after hitting scaling limits with the databases at another startup, and built the tooling…
Google to Pay SpaceX $920 Million a Month for Compute
The disclosure landed in a regulatory filing on a Friday afternoon, one week before the largest initial public offering in history. Google will pay SpaceX $920 million a month from…
Browser Makers Demand Microsoft End Its Edge Push, Reviving a Decades-Old Fight
The letter is addressed to Satya Nadella, and its title leaves little room for interpretation: “Dear Microsoft, Enough is Enough.” Published June 3 by the Browser Choice Alliance, a coalition…

Samsung Weighs More India Capacity as Export Subsidies Grow
Apple Files for iPhone Duo as Its First Foldable Sells
Etsy Moves Against AI-Generated Recipes and Patterns
Canva Trains Its Own Image Model, Aimed at Layouts Rather Than Photographs
Arc’s Shutdown Date Turns a Browser Into a Migration Project
Rivian Buys a Small British Team to Build the Roads Its Cars Never Drive
Microsoft Closes The Garage, Leaving Its Global Hackathon in Limbo
Nscale Is Sued in Norway Over a Dismissal
Apple’s Ad Business Gets a Lift From Formula 1
OpenAI Signs a Security Pact With Poland’s NASK


