
PHLX semis drop ~12% in two sessions as the AI chip trade cracks
The PHLX Semiconductor Index reverses after a huge H1 run, forcing investors and operators to rethink the GPU-adjacent bet.

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The PHLX Semiconductor Index reverses after a huge H1 run, forcing investors and operators to rethink the GPU-adjacent bet.

A tiny device swaps button functions by context, turning common meeting actions into one tap.

New designs are coming online, but the grid-scale reality is far from “meaningful energy” yet.

Amazon quietly refreshed its 2023 Fire HD 10 budget tablet: more RAM for the 32GB model, plus a $139.99 to $154.99 bump.

Malicious packages impersonate legitimate Rollup polyfill tooling, aiming to steal developer credentials and open remote access to infected machines.
OpenAI’s milestone is historic, but rival adoption curves suggest the next battle is speed, not just scale.

A third-row expansion hits the Model Y lineup with a new Launch Series starting price and broader availability.

GM’s electric pickup exists, but buyers are driving past it. Here’s what that signals for the EV truck market.

An Atlas V launch adds 29 satellites, but the FCC 2026 milestone is already slipping.

A lighting brand enters the point-and-shoot renaissance with a camera that looks through glass, not screens.
Solomon points to ample liquidity and argues the next wave could include OpenAI, Anthropic, and SpaceX at trillion scale.

Europe's biggest software company is pausing non-essential spending to reallocate cash toward AI, according to an internal email.