
OpenAI, Anthropic, Meta, and AWS are all competing for the same scarce silicon, and one chipmaker sits at the center of every deal. Whether that position justifies the current price depends on a set of risk factors most investors have not priced in.
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

OpenAI, Anthropic, Meta, and AWS are all competing for the same scarce silicon, and one chipmaker sits at the center of every deal. Whether that position justifies the current price depends on a set of risk factors most investors have not priced in.

Arturo Béjar spent six years working on child safety tools at Meta Platforms Inc., but told a jury he did not fully understand the threats posed to young users on the platform until his 14-year-old daughter signed up for an Instagram account.

Eagle Mountain residents are fuming and have to cut through the bureaucratic red tape to get results.

Proving social media's harmful effects on children and mental health won't be easy.

Microsoft (NasdaqGS:MSFT), Oracle, and Meta have launched a public campaign to respond to rising community backlash and legislative pushback against AI data centers across the US. Microsoft is scrapping non-disclosure agreements and certain tax break arrangements tied to new facilities and is introducing a community-first AI infrastructure policy. The coordinated move opens a new front in how large tech groups engage with local stakeholders and regulators on the build out of AI compute...

Lee Ainslie just torched Maverick Capital's playbook, dumping chip giants to pour hundreds of millions into five names that look nothing like his fund's typical bets, and one of them involves derivatives on a Brazilian fintech.

Jensen Huang built Nvidia from a scrappy graphics chip startup into a company now sitting at the center of the AI revolution, and his personal fortune has followed a trajectory that few could have predicted even two years ago.

It seems the Nasdaq doesn’t need chips to rally, after all. After losing steam on a chip stock slide, the Nasdaq Composite was back up 0.4% on Wednesday. The S&P 500 was up 0.6%. The Dow Jones Industrial Average was up 333 points, or 0.
California says the case is about penalties, not damages.

Bank of America sees Nvidia shares trading at a steep discount to where they should be, but the bold price target rests on assumptions that could unravel fast given the debt piling up across the AI industry.

A seven-week trial against Meta carries a headline damages figure that most investors are anchoring to for the wrong reasons, and the part of the case that could actually reshape the apps barely makes the news.
Meta Stock Takes a Hit as California Child Safety Case Moves to Trial

A federal trial against Meta Platforms is putting the company’s approach to child safety and data practices under scrutiny, as plaintiffs argue that its platforms were designed in ways that harmed young users. The case is one of the most significant tests yet of how courts and regulators evaluate responsibility for the design of large consumer platforms. For cybersecurity and privacy leaders, the case highlights how data governance risks are evolving.

Plus: Disney sues FCC over license review, and Europe’s rivers are drying up, threatening its economy.
According to a Reuters report, Samsung Electronics is raising prices on some advanced foundry services by up to 15% amid strong demand for AI chips.

Chamath Palihapitiya says Mark Zuckerberg avoids emphasizing Meta Platforms Inc.‘s (NASDAQ:META) advertising roots because “great engineers” would rather join companies seen as leaders in space, search or artificial intelligence, even though ads remain the engine funding Meta’s costly AI push. Meta’s Ad Machine Funds Its AI Push "Zuck never mentions it because he knows the great engineers want to work at a space/search/ai company… Not an advertising company," Palihapitiya wrote on X, responding

Convertible bonds boosted by AI craze, Meta faces landmark trial, why streaming matters, and more news to start your day.

Over the weekend. Anthropic CEO Dario Amodei pushed back against investor Gavin Baker’s criticism of the company’s regulatory stance, arguing that carefully designed AI rules can limit the power of frontier labs without undermining competition or open-weight models. Anthropic Pushes...

Companies are now fighting to push through their projects in the face of growing opposition.

The ETN promising triple exposure to Nvidia, Meta, Apple, and the rest of the AI elite sounds like a dream trade until you examine what happened the last time these stocks hit a rough patch.

The Meta trial opens in Oakland and Meta stock drops 4.45%, but the $1.4 trillion figure traces back to Meta itself.

The owner of Facebook and Instagram deliberately made its social media apps addictive for children and “hid the truth” about their harms, a US court has been told.

While the Nasdaq sold off hard Tuesday and AI-heavy tech names took a beating, one Magnificent 7 stock quietly closed in the green. The reason why reveals a growing fault line inside big tech that investors may have been ignoring.

Meta’s business relies on hooking young people and exploiting their data and attention, a lawyer for a group of state attorneys general argued in opening statements for the latest blockbuster trial against the social media giant on Tuesday.
Meta is in court again, as it faces another social media addiction suit.
AI spending is forcing investors to pick a side

Twenty-nine states dragged Meta into Judge Yvonne Gonzalez Rogers’ Oakland courtroom, chasing damages that could reach $1.4 trillion.

Mark Zuckerberg, CEO of Facebook parent Meta, has said the best piece of advice former Meta board member Peter Thiel gave him was this: “In a world that’s changing so quickly, the biggest risk you can take, is not taking enough risk.” In today’s world, it would be long-duration investing.

Meta Platforms (META) takes the stand on Tuesday in a new court case brought by four US attorneys general over the addictive design of the tech giant's social media platforms. Yahoo Finance Tech Editor Dan Howley outlines the opening statements and witness testimonies from the first day of the trial.

(Updates with market moves at the end of the day, and other changes, if any.) US stocks fell for
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.