Danaher Moves Nvidia’s Chips Into the Laboratory
Berkshire Writes a Second Check to Bending Spoons
CoreWeave Wants Insurers to Fund the Next Data Center
Europe’s AI Rulebook Meets Its First Two Cases
A Power Plant Built for a Single Customer
Two New York Fabs, Paid For From Tokyo
State Street’s Record Custody Book, a Revenue Miss
BlackRock’s $205 Billion Quarter, With a Warning About Building
Morgan Stanley’s Equity Desk Carries the Quarter
A $1.2 Billion Penalty and a Trading Miss at Bank of America
A Delaware Jury Finds Arm Breached a License and Awards Qualcomm $2
The jury in Wilmington deliberated for five days, stalled at one point, and returned Tuesday with a split verdict and an unusual number attached to it. Arm Holdings breached its…
ASML Raises Its Outlook and Says Its Own Factories Can’t Keep Up
Christophe Fouquet runs the company that makes the machines that make advanced chips, and on Wednesday he told investors that his customers have started asking about delivery slots for 2029…
SpaceX Agrees to Testify in New York, Weeks After Skipping a Hearing
The seat reserved for SpaceXAI at New York’s City Council stayed empty on Oct. 5, while executives from Anthropic, OpenAI, Google and Meta answered questions under oath for nearly ten…
OpenAI’s Proof Deluge Leaves Mathematics With a Verification Problem
On a video call convened by the French Mathematical Society, Hugo Duminil-Copin, who won a Fields Medal in 2022, told colleagues he had wept the night before, hard enough to…
Oracle Offers to Pay for Power It May Not Use, and Commissioners Balk
Oracle walked into a New Mexico county meeting on Tuesday with a guarantee that most utilities never receive: a customer offering to pay for electricity whether it uses it or…
A Bug in the Boardroom, and a Subpoena for OpenAI’s Hiring Files
Tuesday delivered OpenAI two problems with the same shape: information the company did not intend to give up. In San Francisco, federal prosecutors charged an OpenAI engineer with planting a…
Nvidia Trades Compute for a Place in Europe’s AI Stack
Nvidia is spending in Europe the way a company spends when it wants to be part of the plumbing rather than a supplier standing at the edge of it. On…
Google’s Best Model Arrives With a Discount and an Expiration Date
Google opened its most capable artificial-intelligence model to developers, enterprises and consumers on Tuesday, and put the detail that matters most to buyers in a footnote. Gemini 4 Argon is…
Chip Stocks Slide as Bank Earnings Open the Quarter
The week began with two stories running in opposite directions on the same trading floor. Bank earnings arrived close to expectations, and memory chip shares fell hard enough to drag…
Meta Gives Facebook Users a Text Box for Their Algorithm
Facebook has spent two decades inferring what people want to see from what they click, watch and linger on. This week it began asking them, in writing. Meta said it…
