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ChangXin Memory IPO Eyes Top Mainland Chinese Market Cap - 조선일보
ChangXin Memory IPO Eyes Top Mainland Chinese Market Cap 조선일보
Are brain waves the next unlock for physical AI?
Forget YouTube videos—frontier physical AI models need multiple camera angles, dense annotation, and soon, brain wave readings.
Champagne and Bullets belongs on the Mount Rushmore of bad movies
There's something about a movie like The Room, Troll 2, or Fateful Findings that I find irresistible. These sorts of "so bad they're good" films are marvelous curiosities where ambition far outstrips resources, ability, and self-awareness to become something much greater than the sum of their parts. Champagne and Bullets (also released as GetEven and […]
Nasdaq: Tech-Heavy Index Falls 0.64% to 24,975.82 as Intel and Chipmakers Slide - BBN Times
Nasdaq: Tech-Heavy Index Falls 0.64% to 24,975.82 as Intel and Chipmakers Slide BBN Times
Why Broadcom Entrusted Samsung With $200 Billion Order: "TSMC Too Costly, Too Slow" - Seoul Economic Daily
Why Broadcom Entrusted Samsung With $200 Billion Order: "TSMC Too Costly, Too Slow" Seoul Economic Daily
First teaser for Apple TV's Neuromancer debuts at SDCC
Plus Mike Flanagan's Carrie teaser, trailers for Dark Matter S2 and Matchbox the Movie , and Marvel news.
Making sense of the panic over Chinese AI
On the latest episode of Equity, we discussed why Moonshot AI's Kimi seemed to panic Silicon Valley and Wall Street.
Apple is banking on privacy to set its smart glasses apart
According to Mark Gurman, Apple is planning to reveal its first smart glasses at WWDC next June, with an expectation that they'll launch by the end of 2027. Part of the hold-up may be around the company's efforts to get its privacy features and messaging in order. Smart glasses in general, and Meta's in particular, […]
Meta Platforms (NASDAQ:META) Shares Swung $44 as AI Investments Confront Advertising Trial - TechStock²
Meta Platforms (NASDAQ:META) Shares Swung $44 as AI Investments Confront Advertising Trial TechStock²
Intel (INTC) Teams With Lens Technology On AI Chip Packaging - Yahoo! Finance Canada
Intel (INTC) Teams With Lens Technology On AI Chip Packaging Yahoo! Finance Canada
The US is charging an American citizen for wiping his phone at the border
The government is prosecuting US citizen Sam Tunick for allegedly providing authorities with a "duress password" that wiped his phone when they tried to seize it at Atlanta's Hartsfield-Jackson airport on January 24th, 2025. Federal agents detained Tunick at the airport, allegedly questioning him about child exploitation images. However, a motion filed by Tunick's lawyers […]
Broadcom Stock (AVGO) Opinions on AI Chip Supply Chain Deals - Quiver Quantitative
Broadcom Stock (AVGO) Opinions on AI Chip Supply Chain Deals Quiver Quantitative
AI infrastructureAI 算力基础设施
109AI accelerators, GPU clusters, model training, inference, cloud capex.
Semicap equipment半导体设备
12Lithography, deposition, etch, metrology, advanced packaging equipment.
Memory and HBM存储与 HBM
19DRAM, NAND, HBM supply, pricing and AI memory bottlenecks.
Foundry supply chain晶圆代工供应链
15TSMC, advanced nodes, CoWoS, substrates, export controls and capacity.
Consumer electronics消费电子
14Apple, Android, PC, AR hardware, smartphone and device supply chain.
AI software platformsAI 软件平台
11Cloud AI, copilots, enterprise software, model platforms and developer tools.
Nasdaq risk pulseNasdaq 风险脉搏
40Rates, mega-cap earnings, Nasdaq flows, options, valuation and macro pressure.
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