Sources: Apple now needs to fight for TSMC production capacity amid the AI boom; Nvidia was likely TSMC's top customer in at least one or two quarters in 2025
Here Are 3 ETFs That Cut Magnificent 7 RiskAdam Clark /Barron's Online:Nvidia Stock Pops. Trump, TSMC Are Boosting the AI Chip Maker.Laura Bratton /Yahoo Finance:Chip stocks jump as Nvidia supplier TS...
Palantir reports Q3 revenue up 63% YoY to $1.18B, vs. $1.09B est., US government revenue up 52% YoY to $486M, and projects Q4 revenue above est.; PLTR drops 5%+
So Why Is The Stock Crashing? Naomi Li Gan / Tech in Asia : Palantir posts $1.2b Q3 revenue on strong AI demand Danny Vena / Motley Fool : Palantir CEO Alex Karp Just Delivered Incredible News for Nvi...
Sources: in recent months, Nvidia has asked its suppliers to change the design of server racks for Blackwell GPUs several times to overcome overheating problems
PowerEdge XE9712 servers are enterprise-ready Kate Irwin / PCMag : Nvidia's Delayed Blackwell AI Chips Overheating in Servers Matthew Gooding / DatacenterDynamics : Nvidia redesigns 72-GPU AI server r...
AT&T says it will begin notifying consumers about a data breach where cybercriminals stole phone records of “nearly all” of its cellular and landline customers
Item 1.05 Material Cybersecurity Incidents. On April 19, 2024, AT&T Inc. … AT&T : Unlawful access of customer data AT&T : AT&T Addresses Illegal Download of Customer Data Lily Hay Newman / Wired : Th...
SCOTUS orders lower courts to take another look at Texas' and Florida's social media laws, saying neither lower court conducted proper analysis of 1A challenges
The First Amendment was written in the 18th century … The Hill : Morning Report — Is a Trump election interference trial off the table? CCIA : Supreme Court Issues Ruling in CCIA, NetChoice Challenge ...
A US federal judge grills the DOJ and Google in the closing arguments of US v. Google, as the most consequential tech antitrust case since the 1990s concludes
and Big Tech — hangs in the balance at trial Legit.ng : US judge grills both sides in landmark Google antitrust trial Laura Bratton / Quartz : Google's landmark antitrust trial is coming to a close Ch...
YouTube now requires creators to label their realistic-looking videos made using AI, via an upload checklist; clearly unrealistic videos will not need a label
here's how Luke Jones / WinBuzzer : Google Rolls Out AI Labeling for YouTube Content Creators Jak Connor / TweakTown : YouTube rolls out safeguards to battle the rise of AI generated video Vish Gain /...
Apple Q1 revenue: iPhone up 6% YoY to $69.7B, Mac up 1% YoY to $7.78B, iPad down 25% YoY to $7.02B, and Wearables, Home, and Accessories down 11% YoY to $11.95B
sort of Ed Hardy / Cult of Mac : Strong iPhone sales power Apple back to revenue growth Larry Dignan / Constellation Research : Apple Q1 better than expected, services strong as product lines mixed Al...