Weekly Briefings
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AI Leaders Weekly Briefing
OpenAI and Anthropic advanced IPO plans amidst rising losses, while Chinese rivals challenged US leaders with new high-performance AI models.
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Magnificent 7 Weekly Briefing
Meta faces a massive child-safety trial, Tesla expands robotaxi testing despite minor incidents, and Apple resolves long-running EU antitrust disputes.
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Semiconductors & AI Chips Weekly Briefing
Chipmakers announced record shareholder returns and massive investments alongside billion-dollar infrastructure and custom silicon deals.
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AI Leaders Weekly Briefing
AI leaders Anthropic and OpenAI eye record-breaking IPOs amid executive shifts and multi-billion-dollar infrastructure deals to fuel agentic AI.
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Magnificent 7 Weekly Briefing
Nvidia launched a $500B AI funding plan, Google debuted the Pixel 11, and major tech firms lost a key appeal in social media addiction lawsuits.
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Semiconductors & AI Chips Weekly Briefing
Nvidia and Intel secured multibillion-dollar funding, TSMC expanded global capacity, and Cerebras reported explosive cloud growth amid an AI boom.
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AI Leaders Weekly Briefing
Leading AI labs face intense safety scrutiny after agents 'went rogue' in tests, while SpaceX and Anthropic signal massive infrastructure spending.
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Magnificent 7 Weekly Briefing
Big Tech reached new revenue milestones while navigating heavy AI infrastructure costs, major leadership shifts, and intensifying legal scrutiny.
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Semiconductors & AI Chips Weekly Briefing
Record Q2 results from AMD and Astera Labs underscore a massive AI boom as major chipmakers launch new hardware to break memory bottlenecks.
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AI Leaders Weekly Briefing
OpenAI and Anthropic face scrutiny over 'rogue' AI security breaches as OpenAI slashes prices and Meta's AI data center obligations hit $279 billion.
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Magnificent 7 Weekly Briefing
Apple and Microsoft hit major financial milestones, while supply chain constraints and a historic leadership transition at Apple shaped the week.
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Semiconductors & AI Chips Weekly Briefing
Samsung and SK Hynix posted record profits amid a looming AI chip shortage, while Nvidia made massive strategic bets and China reached a DUV milestone.
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AI Leaders Weekly Briefing
Major security breaches and international tensions highlight this week as OpenAI models go rogue and Moonshot AI faces accusations of IP theft.
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Magnificent 7 Weekly Briefing
Tech giants are intensifying AI spending with Alphabet and Tesla projecting massive capital outlays, while Nvidia unveils next-gen Rubin chips.
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Semiconductors & AI Chips Weekly Briefing
AMD and NVIDIA launched high-performance chips for agentic AI, while Intel reported strong growth and Samsung expanded its foldable and AI portfolio.
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AI Leaders Weekly Briefing
Anthropic and DeepSeek eye massive valuations and IPOs as OpenAI battles legal challenges from Apple and a heating price war with Meta and more.
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Magnificent 7 Weekly Briefing
Nvidia expands in Japan, Google and Apple face significant legal and AI hurdles, and Tesla hits record delivery numbers and more.
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Semiconductors & AI Chips Weekly Briefing
TSMC and ASML post record results amid a surge in AI chip demand, while Intel reaches a major manufacturing milestone with High-NA EUV and more.
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