Morgan Stanley Opens Its Wealth Machine to AI Agents
The memo, when it came, was short and the implications were long. Morgan Stanley told its wealth management division that AI agents would be introduced into client outreach — the…
TSMC’s Capacity Ceiling Hands ASML Europe’s Crown
The words came out of Taiwan Semiconductor Manufacturing Co. in a form the industry rarely hears: an admission of limits. Asked how much more demand the world’s most important foundry…
Tencent Keeps Buying as Southbound Funds Back SMIC
The filing landed with the routine precision of a machine that never stops. On June 5, Tencent Holdings reported to the Hong Kong exchange that it had bought back 1,092,000…
Lululemon Cuts Its Outlook as Brand Noise Bites
The apology was not quite an apology, but it was close. “We experienced spikes of negative commentary in the media and on social channels with regard to our brand, which…
Jensen Huang Called to Testify as NVIDIA’s Roadmap Accelerates
The invitation arrived from Elizabeth Warren’s office, and it puts NVIDIA’s chief executive in a position he has spent years avoiding: answering for his company’s sales in China, under oath,…
Microsoft and NVIDIA Draft a Standard for AI Agents
At Microsoft’s Build conference, the two companies did not just announce products. They announced a division of labor. NVIDIA will supply the acceleration layer — the GPUs and the software…
Alphabet Raises $85 Billion to Feed Google’s AI Buildout
The announcement on June 1 was the largest equity raise Alphabet has ever attempted. Two days later, after the underwritten portion was oversubscribed, the company upsized it. Bloomberg reported the…
Anthropic Makes Its IPO Case as OpenAI Rushes Its Own Silicon
The question came up in the first minutes of the meeting, and Daniela Amodei did not flinch. When will the billions spent on AI models produce returns? Anthropic’s president, pitching…

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








