Nexperia says China has banned it from exporting China-made products, as Beijing retaliates after the Dutch government took over the Wingtech-owned chipmaker
861,000 square foot assembly site in Gaungdong affected as trade war spirals Miranda Jeyaretnam / Time : U.S. and China Appear to Escalate Trade War for Leverage in Dealmaking Mark Hallam / Reuters : ...
Elon Musk says that Apple “makes it impossible for any AI company besides OpenAI” to top its App Store, an “antitrust violation”, and xAI will take legal action
This is a column about AI. My boyfriend works at Anthropic. Becca Monaghan / indy100 : Elon Musk has dropped the Trump feud for now - he's falling out with another CEO instead Forbes : Elon Musk Says...
Trump says the US is “terminating all discussions on trade with Canada” in response to Canada's decision to impose a digital services tax on US tech firms
Talks Are Over Emma Roth / The Verge : Trump halts trade negotiations with Canada over tax on Big Tech. Tom Howell Jr / Washington Times : Trump cancels trade talks with Canada over digital tax Kris H...
President Trump says he told Tim Cook that “I don't want you building in India”, “India can take care of themselves”, and Apple will be “upping” US production
what Apple can to do to appease Trump Adrija Chatterjee / Moneycontrol : India's value for money makes it a natural pick for the likes of Apple, says govt official Shouvik Das / Livemint : No change t...
Twilio reports Q1 revenue up 12% YoY to $1.17B, a $20M net income, active customer accounts up 7% YoY to 335K+, and forecasts Q2 revenue above est.
Yahoo Finance :
Source: Amazon plans to soon show how much President Trump's tariffs are adding to the price of each product, right next to its total listed price
Karoline Leavitt Calls It ‘Hostile’ Move Fox Business : White House calls Amazon tariff pricing display ‘hostile and political act’ Megan Ziegler / FOX 9 Minneapolis-St. Paul : Amazon tariff price rep...
Sources: Intel told its Chinese clients last week that some AI chip sales would require a license; Nvidia was blindsided by Trump's curbs on its H20 chips
Investors Ask: Buy or Bail? Yahoo Finance : Why this analyst is ‘confident’ in US-China trade deal for Nvidia TrendForce News : [News] Intel Reportedly Faces New U.S. AI Chip Crackdown on China for Hi...
HPE reports Q1 revenue up 16% YoY to $7.85B, vs. $7.82B est., Q2 and FY 2025 guidance below est., and plans to cut ~2,500 staff over 18 months; HPE drops 15%+
these factors are affecting its outlook Moneycontrol : HP to lay off 2500 employees to cut cost Tom Jowitt / Silicon UK : HPE To Axe 2,500 Employees, As Outlook Disappoints TechRadar : HPE set to cut ...
OpenAI unveils o3 and o3-mini, trained to “think” before responding via what OpenAI calls a “private chain of thought”, and plans to launch them in early 2025
12 Days of OpenAI: Day 12 Naomi Li Gan / Tech in Asia : OpenAI unveils AI model for advanced reasoning Bojan Stojkovski / Interesting Engineering : OpenAI unveils o3 reasoning AI model to tackle compl...
Arm reports Q2 revenue up 5% YoY to $844M, vs. $810.9M est., royalty revenue up 23% YoY to $514M, and forecasts Q3 revenue and sales below estimates
Dear Shareholder, As we have passed the one-year mark following our IPO … Yahoo Finance : Arm Holdings earnings beat, Q3 revenue outlook falls short X: Maynard Handley / @handleym99 : @BenBajarin ... ...