A Coffee Giant Looks at a Burrito Chain
The report landed Tuesday and did what such reports do: it moved a stock on a rumor. On October 8, word emerged that Starbucks had held internal discussions about whether…
A $1.5 Billion Loan to Keep a Chip Supplier at Home
The letter arrived at Wolfspeed with a specific purpose: to keep a stretch of the American chip supply chain from leaving the country. On October 7, the War Department’s Office…
The Super Bowl, Now Behind a Subscribe Button
For half a century, the Super Bowl has been the one night when broadcast television could count on the whole country showing up at the same time, on the same…
An AI Scorekeeper’s Valuation Doubles in Ten Months
The most expensive companies in artificial intelligence sell capability. Arena sells a smaller product: a way to tell whether that capability is real. On October 8, the evaluation platform closed…
A Chart, a $1.88 Cap, and a Fight Over the Chip Market’s Biggest Licenses
The dispute between Arm and Qualcomm, the two companies whose designs sit inside nearly every smartphone on Earth, returned to a Delaware federal courtroom this week, and the argument came…
Oracle’s Debt Load Passes $169 Billion as It Chases More AI Chips
The number is now large enough that it is hard to ignore. Oracle, the cloud company that has transformed itself into a landlord for artificial-intelligence computing, has interest-bearing debt above…
Eleven Companies Pledge $2.4 Billion in Computing to a U.S. Science Push
The pledges came one after another at a White House summit, each a round number attached to a familiar name. By the end of October 8, eleven technology companies had…
Samsung Locks Up Nearly 80% of Next Year’s Memory Supply
The memory-chip business used to run on quarterly haggling, with buyers and sellers meeting to settle prices every few months and leaving the rest to the spot market. That model…
GlobalFoundries to Build a Key Chip-Packaging Part for TSMC in New York
The part is small, flat and unglamorous, a thin slice of silicon that no consumer ever sees. It is also one of the reasons the world’s AI accelerators cannot be…
U.S. Suspends Microsoft and Adobe From Green-Card Labor Program
The notice arrived without fanfare, and it landed on two of the most valuable companies in America. On October 8, the U.S. Department of Labor suspended Microsoft and Adobe from…
