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Investing.com -- Alphabet's Google will be required to open key Android features and share certain search-related data with OpenAI and other artificial intelligence rivals under new European Union rules aimed at curbing the company's market dominance, EU regulators said on Thursday.
According to a Financial Times report citing the letter, Rep. John Moolenaar urged the Trump administration to block U.S. companies from buying memory chips from Chinese manufacturers.
New facilities would produce advanced 2-nanometer processors
Taiwan Semiconductor Manufacturing Company (TSMC) beat Wall Street expectations on Thursday with a record second-quarter net profit, up 77% from a year earlier, while pledging a further $100bn (€87.4bn) to expand its chipmaking capacity in the US.View on euronews
Alibaba and Baidu are joining with Apple as it rolls out generative artificial-intelligence features across devices in China.
Alibaba and Baidu Rally as Apple Expands AI Push in China
Exposure to the artificial-intelligence boom has become virtually impossible for investors to avoid. The theme hasn’t just cornered the stock market. It has systematically swallowed up corporate credit and venture capital, too.
<body><p>STORY: From SK Hynix shares yo-yoing to Apple suing OpenAI...</p><p>This is AI Weekly.</p><p>:: AI Weekly</p><p>SK Hynix shares went on a wild ride after its U.S. listing last week.</p><p>Shares plunged 15% in trading on Monday, marking the South Korean chip giant's biggest one-day fall on record.</p><p>But the firm's stock bounced back almost 13% later in the week.</p><p>It followed gains made in U.S. tech stocks after softer-than-expected U.S. inflation data and upbeat analyst forecasts for AI memory demand.</p><p>Meta plans to produce AI chips this September.</p><p>That's according to a memo seen by Reuters.</p><p>The move would help Meta gain more independence from chip suppliers like Nvidia.</p><p>Apple sued OpenAI and two former employees.</p><p>The U.S. tech giant alleged misappropriation of its trade secrets to benefit the ChatGPT-maker's move into consumer hardware.</p><p>It accused OpenAI of orchestrating an effort to acquire and exploit Apple's confidential information through former employees, recruiting practices and supplier relations.</p><p>OpenAI said in a statement they "have no interest in other companies’ trade secrets."</p><p>IBM shares plunged by a quarter in one day.</p><p>Investors sold off after the U.S. tech company signaled the AI infrastructure boom has drawn spending away from the software sector.</p><p>IBM said it expected revenue to rise just 1% in the second quarter, falling short of Wall Street hopes.</p><p>The announcement added to worries over a software industry already rocked by the rise of AI tools.</p><p>And TSMC raised it forecast for capital spending by up to 14% for this year.</p><p>It comes after the chipmaker and major Nvidia supplier posted a 77% jump in second-quarter profit of $22 billion.</p><p>That was well ahead of market forecasts and the firm's ninth straight quarter of double-digit percentage growth.</p><p>Looking ahead, capital expenditure for this year is forecast to now be between $60 billion and $64 billion.</p></body>
The US House China committee chair has urged the Trump administration to ban US companies from buying memory chips from CXMT and YMTC to avoid...
Itʻs a good time to get defensive.
Investing.com - U.S. stock futures were largely steady on Thursday as softer inflation data continued to support hopes that the Federal Reserve can keep interest rates on hold.
Two catalysts could send the iPhone maker higher.
Taiwanese chipmaker TSMC will invest an additional $100 billion in the US state of Arizona, the company said Thursday, as it reported a record quarterly net profit on the back of massive demand for AI hardware. TSMC will spend an additional $100 billion building "four or more" fabs in Arizona, taking the company's total investment plans in the United States to $265 billion.
Broadcom's prospects continue to improve.
Major Taiwan computer chipmaker TSMC said Thursday it plans to spend another $100 billion on expanding its manufacturing capacity in the United States. The world's largest contract chip manufacturing and one of the world’s most valuable companies, TSMC’s results are seen as a barometer for the global chip industry and for AI at a time when worries about a potential AI bubble have been buffeting financial markets. As AI-related demand continues to surge, it has been expanding chip fabrication plants in the U.S., Japan and Taiwan.
Taiwanese chipmaker TSMC reported a record net profit for the second quarter on Thursday, fuelled by massive demand for artificial intelligence hardware. This has turbocharged business for chipmakers such as TSMC, creating shortages and sending prices soaring.
The world’s largest contract chip maker posted its fifth straight quarter of record earnings amid voracious global appetite for artificial-intelligence infrastructure.
Only one company has ever touched the mark, and the iPhone maker is about 4% away.
Apple is gaining momentum as iOS 27, China AI approval, and a Broadcom chip deal have strengthened investor confidence.
The technology giant's AI strategy is emerging.
The gains came as investors favored companies with strong business advantages and financial performance instead of riskier growth-focused stocks.
With Q2 earnings closing in, Jefferies just named its top Magnificent 7 pick and the choice cuts across some of the most widely held retirement stocks in America. One of these three tech giants wins on valuation, one wins on income, and one barely shows up to the fight.
A 35-stock equal-weight fund has been quietly outrunning the Nasdaq-100 for years, and the structural reason behind that gap changes how you think about building a tech position.
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