Weekly Briefings
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AI Leaders Weekly Briefing
OpenAI faces safety probes and launches new agents, Anthropic discloses losses in IPO filings, and major funding hits the AI sector.
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Magnificent 7 Weekly Briefing
Nvidia authorized a $150B buyback, Tesla secured credit lines, and Apple faced a record patent verdict as firms ramped up enterprise AI tools.
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Semiconductors & AI Chips Weekly Briefing
Nvidia and AMD launched massive buybacks and acquisitions as memory makers warned of a global chip shortage persisting until 2028.
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AI Leaders Weekly Briefing
AI leaders faced scrutiny over rogue agents and collusion lawsuits, while Anthropic pursued founder control and Meta debuted new hardware.
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Magnificent 7 Weekly Briefing
Tech giants launched new AI hardware and space tests while announcing multi-billion dollar investments in global infrastructure and robotics.
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Semiconductors & AI Chips Weekly Briefing
Qualcomm and Apple renewed their patent deal as AI demand drives record memory profits, China’s CXMT hits mass production, and AMD hits a $1T valuation.
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AI Leaders Weekly Briefing
AI leaders face safety breaches and calls for a development slowdown while pursuing record valuations and massive infrastructure expansions.
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Magnificent 7 Weekly Briefing
Nvidia expands its AI lead, Google and Amazon face antitrust pressure, Apple hits record revenue, and Tesla regains U.S. EV market dominance.
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Semiconductors & AI Chips Weekly Briefing
Nvidia updated its roadmap and Intel hit node milestones as sector sentiment wavered following calls for a slowdown in advanced AI development.
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AI Leaders Weekly Briefing
US agencies accuse Chinese labs of mass AI copying as OpenAI and Anthropic claim breakthroughs and prepare for major IPOs amid safety warnings.
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Magnificent 7 Weekly Briefing
Apple launched its first foldable phone, Tesla's Cybercab faced regulatory probes, and Nvidia invested $30 billion in Intel amid an AI infra push.
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Semiconductors & AI Chips Weekly Briefing
AI chip giants hit record revenues and supply tightened in memory markets as next-gen hardware production scales to meet hyperscaler demand.
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AI Leaders Weekly Briefing
OpenAI and Anthropic advance IPO plans and new models, Suno faces legal battles, and Thinking Machines hits a $40 billion valuation.
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Magnificent 7 Weekly Briefing
Tesla launched its Cybercab, Apple named John Ternus as CEO, and Microsoft restructured its OpenAI deal while Nvidia acquired Hugging Face.
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Semiconductors & AI Chips Weekly Briefing
NVIDIA’s $12B Hugging Face acquisition, Broadcom’s bullish $230B AI revenue forecast, and China’s CXMT gaining DRAM share lead sector developments.
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AI Leaders Weekly Briefing
OpenAI secures $122B, Anthropic's blacklist is overturned, Meta settles over teen safety, and Chinese AI firms report massive revenue gains.
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Magnificent 7 Weekly Briefing
Nvidia revenue doubled and Tesla debuted its Cybercab as Meta faced a multi-billion dollar settlement and Apple refreshed its AI hardware.
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Semiconductors & AI Chips Weekly Briefing
Nvidia reported record growth and major AI acquisitions, while memory makers and rivals committed billions to expand capacity amid supply shortages.
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