Apple Shares Fall Most in a Year as Memory Costs Push Up Mac Prices
Apple’s Wednesday close was its worst in more than a year, and the reason was on the price tags. The company raised prices on MacBooks and iPads by 200 to…
Anthropic Releases Claude Sonnet 5, a Cheaper Model for AI Agents
The model that Anthropic introduced this week is not its most powerful, and the company made no effort to pretend otherwise. Claude Sonnet 5 is positioned as the workhorse of…
OpenAI Rolls Out GPT-5.6 Sol to Partners, Prepares Public Release
The group of developers who received access to OpenAI’s latest model this week was deliberately small: about twenty partners, selected for the kinds of products they build, from coding assistants…
TSMC Posts Record Quarterly Revenue and Locks In Amkor Packaging Deal
The numbers landed ahead of expectations despite a currency headwind. Taiwan Semiconductor Manufacturing Co. reported second-quarter revenue of NT$417 billion, about 12.8 billion dollars, a record for the company and…
AMD Shares Hit Record High, Closing In on Trillion-Dollar Mark
The stock chart looks like the kind of thing analysts used to warn investors about. AMD’s shares climbed to a record high on Wednesday, extending a rally that has brought…
Broadcom Shares Slide 12% as AI Chip Guidance Disappoints
The numbers were good. The market reacted as if they were not. Broadcom reported results for its fiscal second quarter on Wednesday and raised its dividend, but the guidance for…
NVIDIA Struggles to Hold $200 as Analyst Cuts Rating to Hold
The chart watchers have a line in the sand, and NVIDIA keeps testing it. The chip maker’s stock has been fighting to hold the 200 dollar level for weeks, and…
Musk to Speak at ASML Event as SpaceX Prepares for IPO
The invitation list for ASML’s annual event this year includes the usual executives and engineers who make the world’s chip equipment. It also includes Elon Musk. Reuters reported on Wednesday…
Tencent Signs $3 Billion Memory Deal With China’s CXMT
The contract, signed quietly in recent weeks, is the largest of its kind in China’s semiconductor industry. Tencent has agreed to buy 3 billion dollars worth of memory chips from…
Grok 4.5 Begins Internal Testing at SpaceX and Tesla
On a Saturday evening in late June, engineers at SpaceX and Tesla began receiving access to a new artificial-intelligence model, an early signal of the release cadence xAI has promised…
