Amazon: In Talks to Buy Decart for About $7 Billion
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube Two bidding wars broke out over the same scarce asset — labs that make expensive silicon cheaper...
OpenAI: Tells Investors Its Annualized Revenue Is Nearing $50 Billion
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube A $20 billion accounting gap at OpenAI did what no bear note has managed all year — it put a...
Samsung Electronics: Posts the First ₩100 Trillion Quarter in…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube Samsung printed the largest quarterly profit in Korean corporate history and the stock fell...
Mistral: Ships "Le Chonk"
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube Europe finally ships a trillion-parameter open-weight model, Google locks 3.6 gigawatts of PJM...
NVIDIA: Closes at a Record and Sits 3.8% From the First-Ever $6…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI trade's two engines ran in opposite directions overnight: NVIDIA sits 3.8% from the first...
Trump: Creates a Standing "Super Intelligence Force" With a…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube Washington built a standing bureaucracy for AI over the weekend — chaired by the intelligence...
Broadcom: Agrees to Lend Anthropic Up to $42B
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI trade's financing plumbing and its safety plumbing both broke into public view on the same...
Micron: Posts $54.2B and an 86.8% Gross Margin
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube Micron's $54B quarter detonated the memory trade and dragged every semiconductor index in Asia...
OpenAI: Seeks at Least $30B at a ~$1.4 Trillion Valuation
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The quarter closes with the two frontier labs racing each other to the capital markets — OpenAI...
Anthropic: The Leaked IPO Prospectus
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The safety brake became a business story today: Anthropic's leaked prospectus put a $42B loss and...
Anthropic: The Leaked IPO Prospectus
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The safety brake became a business story today: Anthropic's leaked prospectus put a $42B loss and...
AI's Financing Bill Comes Due: 10-Year Treasury Hits Its Highest…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube A 19-year-high Treasury yield hit the AI trade's most levered names hardest — Korea's chip giants...
Akamai: Lands a $11.6B, Seven-Year Anthropic Deal
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The Trump-Xi summit wrapped with the trade truce extended but chip controls untouched, so the...
Meta: Zuckerberg Ships the Entire Muse Hardware Stack in One Night
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI trade's two engines ran in opposite directions overnight: Meta shipped the first real...
Anthropic: Ships Claude Opus 5.5 at $4/$20
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The frontier labs cut prices on the same day — and the market finally started pricing agents as a...
Alibaba (Eddie Wu): Unveils the Zhenwu V900
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube China's biggest cloud company answered the Trump-Xi summit two days early — with its own chip, a...
Trump and Xi: AI Moves to the Center of Thursday's White House Summit
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube AI stopped being a tech story this weekend and became a summit agenda: Trump announced an "AI...
Microsoft: Unsealed Filings Show Its Own Applied-Science Chief…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The first full session after the Fed's hike turned into a chip-led relief rally — while the AI...
Federal Reserve: Hikes 25bp to 3.75%–4%
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The Fed delivered the hike the AI trade had been dreading, and within eighteen hours the sector...
Ursula von der Leyen (European Commission): Endorses Pacing the…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The pacing debate stopped being an industry memo and became policy: Brussels endorsed it from the...