Recent Editions

Briefing

Tesla Shares Analyst Projections for Vehicle Deliveries in Unusual Step

Dec 30, 2025 · 11:46am PST · 1 comment
The consensus implies analysts expect a 15% year over year drop in the number of vehicles Tesla will deliver in the fourth quarter of 2025.
Briefing

Citi Flags Loss on Russian Divestment

Dec 30, 2025 · 7:53am PST
The U.S. bank is selling its business to Renaissance Capital, one of Russia’s oldest investment banks.
Briefing

Meta’s Acquisition Values Manus at More Than $2 Billion

Dec 30, 2025 · 6:42am PST
The deal offers the startup’s venture capital investors handsome returns less than a year after the Manus AI agent was launched.
Briefing

Meta Acquires Manus AI Agent

Dec 29, 2025 · 2:28pm PST · 2 comments
The Singapore-based company was one of the pioneers among startups that launched general-purpose AI agents earlier this year.
Briefing

Nvidia Completes $5 billion Investment in Intel

Dec 29, 2025 · 1:08pm PST
The AI chip giant and Intel announced the investment in mid-September, as part of a joint effort to develop "custom data center and PC products."
Briefing

Trump Family Crypto Firm Fires Auditor Whose License Expired

Dec 29, 2025 · 9:50am PST
A crypto company that struck a partnership with the Trump family’s World Liberty Financial has fired an audit firm it hired weeks earlier.
Briefing

SoftBank to Buy Data Center Investor DigitalBridge for $4 Billion

Dec 29, 2025 · 6:52am PST
DigitalBridge owns several data center subsidiaries that are involved in large data center developments globally, including an OpenAI and Oracle “Stargate” project in Wisconsin.
Briefing

China Issues Draft Rules for Human-Like AI Services

Dec 28, 2025 · 9:11pm PST
Beijing’s move comes at a time when China is experiencing a rapid proliferation of AI products designed for consumers.
Briefing

Nvidia Will Pay Groq Backers and Staff at Deal’s $20 Billion Valuation

Dec 28, 2025 · 1:50pm PST
Groq was valued at $6.9 billion recently, and staff and investors will mostly be paid out quickly.
Briefing

New Competition for Mag 7 Stocks

Dec 28, 2025 · 6:33am PST
Overseas markets trounced U.S. indexes despite growth of giant tech stocks.
Briefing

Washington Seeks to Boost Control of Power Grid

Dec 28, 2025 · 6:26am PST
White House wants to boost AI while keeping electricity prices down.
Briefing

JPMorgan Freezes Accounts for Risky Stablecoin Payments

Dec 26, 2025 · 5:56pm PST
The bank has frozen accounts for two startups doing business in Venezuela and other legally risky countries.
Briefing

Nvidia Agrees to Pay Around $20 Billion to Access Groq’s AI Chip Tech and Hire Its Leaders

Dec 24, 2025 · 2:36pm PST
The deal is the latest in a string of AI chip startup acquisitions.
Briefing

Waymo Upgrades Fleet in Response to San Francisco Outage

Dec 24, 2025 · 12:24pm PST
The robotaxi firm says it is updating its software to give its cars more context about regional power issues.
Briefing

Binance Promotes Trump Family’s Stablecoin With 20% Yield

Dec 24, 2025 · 11:26am PST
The stablecoin, USD1, saw its market circulation rising to nearly $3 billion on Wednesday.
Briefing

More PE Firms Raise Cash Selling Stakes in Fees, Profits

Dec 24, 2025 · 11:12am PST
The GP stakes give outside investors a slice of investment firms' profits and management fees.
Briefing

VC Partner Midha in Talks to Establish 1 Gigawatt Data Center Venture

Dec 24, 2025 · 9:56am PST
Midha was formerly a general partner at Andreessen Horowitz, where he helped the VC firm secure GPUs for its startups.
Briefing

Intel Shares Fall After Nvidia Halts Chip Manufacturing Test

Dec 24, 2025 · 8:57am PST · 1 comment
Nvidia in September invested $5 billion in Intel and said they were collaborating on custom data centers chips.
Briefing

Snowflake in Talks to Buy App Monitoring Startup Observe Inc. For Around $1 Billion

Dec 23, 2025 · 11:07pm PST
Businesses could use software tools like Observe's to monitor new AI applications they’re developing.
Briefing

U.S. Delays Chinese Chip Tariffs Until 2027

Dec 23, 2025 · 8:39pm PST
The Trump administration is holding off on imposing the chip tariffs as it seeks to ease tensions with Beijing.
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