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Apple commits $30 billion to Broadcom for U.S. chipmaking push - CNBC
Apple is expanding its Broadcom partnership in a $30 billion-plus chipmaking agreement, its largest American manufacturing commitment to date.
Nvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom Levels - Bloomberg.com
After losing roughly $1 trillion in market value in less than two months, Nvidia Corp.’s stock is the cheapest it’s been since before the AI boom kicked off and sent the shares into the stratosphere.
Big Market Rotation Sends Korean Stocks Tumbling, China Surging - Bloomberg.com
The AI rotation trade is gathering pace in Asia as investors pull money from the chipmakers that powered this year’s rally and hunt for cheaper ways to play the technology boom.
Scoop: Trump administration lifts restrictions on OpenAI's GPT 5.6 - Axios
OpenAI expects to do a wide release of GPT 5.6 this week following additional testing.
Lawmakers probe growing use of Chinese AI models in U.S. companies - CNBC
An ongoing House Committee investigation is probing the risks involved in the rise of AI built in China.
Oil prices surge as US strikes Iran, reversing slide to pre-war levels - Al Jazeera
Brent crude rises above $76 a barrel for the first time in two weeks amid renewed violence in Strait of Hormuz.