Tesla’s July Is the Worst in the Magnificent Seven
Tesla shares fell more in July than any of its Magnificent Seven peers, capping a month in which investors punished the company for a gap between its AI story and…
Inside the Hugging Face Breach: Speed of Response Is Now the Test
The attack that briefly compromised Hugging Face, the platform where much of the AI world stores its models and data, did not begin with a novel exploit. It began with…
Musk Attacks Anthropic’s Book-Scanning Method
Elon Musk does not like the way Anthropic treats a book. In a series of posts on X this week, the Tesla and SpaceX chief executive attacked the AI company’s…
Anthropic Says a Cache Error Exposed Claude Chats to Search Engines
A security lapse at Anthropic briefly made fragments of conversations with its Claude chatbot visible to anyone searching Google, the company acknowledged this week, in the latest example of the…
TSMC Builds a Challenge to Intel’s Chip-Packaging Fortress
Taiwan Semiconductor Manufacturing Co. is developing a rival to Intel’s advanced chip-packaging technology, according to people familiar with the matter, a move that could redraw the battle lines in the…
Chip Stocks Surge as Microsoft’s Numbers Quiet Fears of an AI Slowdown
The Philadelphia Semiconductor Index climbed more than 6% on Thursday, its biggest one-day gain in months, as investors seized on Microsoft’s earnings as the clearest evidence yet that the AI…
OpenAI’s Revenue Keeps Climbing as a Key Researcher Returns
In an all-hands meeting this month, OpenAI’s chief financial officer delivered a message the company rarely puts on the record: the growth has not slowed down. Sarah Friar told employees…
Meta’s AI Spending Spooks Investors Despite a Revenue Beat
By the numbers, Meta Platforms had a good quarter. Revenue of $60.8 billion in the three months ended June 30 beat the $60.24 billion analysts had expected, and advertising sales…
Qualcomm’s Phone Business Drags as Auto and IoT Pick Up Slack
The smartphone upgrade cycle that Qualcomm has counted on for years still has not arrived. The company’s fiscal third-quarter results, reported Wednesday, showed a business treading water in its biggest…
Microsoft’s Record Quarter Comes With a Heavier Bill for the Future
Investors parsed Microsoft’s fiscal fourth-quarter results on Thursday with unusual care, and the number that drew the most attention was not revenue. It was a figure buried in the company’s…
