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Microsoft's Seven In-House AI Models Just Became Risk Management
AI & ML

Microsoft's Seven In-House AI Models Just Became Risk Management

Microsoft launched seven in-house AI models at Build 2026 to reduce OpenAI and Anthropic reliance. The Fable 5 takedown turned that hedge into a procurement requirement.

Maya Iverson
Apple Shipped Siri AI by Routing It Through Google Gemini
AI & ML

Apple Shipped Siri AI by Routing It Through Google Gemini

At WWDC 2026, Apple revealed that AFM Cloud Pro (the frontier tier of its Foundation Models) runs on Google's Gemini, plus a developer protocol that swaps Apple, Google, and Anthropic models behind one API.

Maya Iverson
Broadcom Beat Q2 With $10.8B in AI Semis. The $56B Full-Year Guide Read as a Ceiling.
Big Tech

Broadcom Beat Q2 With $10.8B in AI Semis. The $56B Full-Year Guide Read as a Ceiling.

Broadcom posted Q2 AI semiconductor revenue of $10.8 billion, up 143% YoY, with Q3 guided at $16 billion. The reiterated $56 billion FY26 AI target landed as the bear case.

Sam Whitaker
Marvell Jumped 21% After Jensen Called It the Next Trillion-Dollar Company
Hardware & Devices

Marvell Jumped 21% After Jensen Called It the Next Trillion-Dollar Company

Marvell shares popped 21% after Nvidia CEO Jensen Huang singled it out onstage at Computex Taipei. The custom-silicon connection between the two is the part worth reading carefully.

Maya Iverson
AI Funding Pulse: Suno, NewLimit, AlphaSense Land $1.2B in 48 Hours
Startups & Funding

AI Funding Pulse: Suno, NewLimit, AlphaSense Land $1.2B in 48 Hours

Suno's Series D, NewLimit's Series C, and AlphaSense's growth round all closed in early June. Three different theses, one common multiple.

Jordan Beck
The SEC's New Cybersecurity Rule for Smaller Investment Firms Just Took Effect
Cybersecurity

The SEC's New Cybersecurity Rule for Smaller Investment Firms Just Took Effect

Smaller investment advisers and broker-dealers hit their SEC Regulation S-P compliance deadline on June 3. The rule changes what a firm has to do when customer data leaks.

Nadia Rao
The Week Nvidia Stopped Acting Like a Vendor
Big Tech

The Week Nvidia Stopped Acting Like a Vendor

Spark for laptops, Vera for the data center, equity stakes in the labs that buy its GPUs. Hank Reed on the week Nvidia stopped being a chip company and started being a platform.

Hank Reed
Qualcomm's Windows-on-Arm Head Start Just Disappeared
Big Tech

Qualcomm's Windows-on-Arm Head Start Just Disappeared

Qualcomm had a two-year lead on Arm-based Windows laptops with Snapdragon X. Nvidia's RTX Spark erased it overnight, and Qualcomm's premium PC story is now the stock risk.

Sam Whitaker
Nvidia Took Aim at the $200B Laptop CPU Market With RTX Spark
Big Tech

Nvidia Took Aim at the $200B Laptop CPU Market With RTX Spark

Nvidia unveiled RTX Spark at Computex 2026, an Arm-based laptop superchip pairing a 20-core CPU with a Blackwell GPU and 128GB unified memory. The launch OEM list covers every major Windows laptop maker.

Sam Whitaker
Nvidia's New Vera CPU Targets Agent Workloads at 88 Cores and 1.2 TB/s
Hardware & Devices

Nvidia's New Vera CPU Targets Agent Workloads at 88 Cores and 1.2 TB/s

Jensen Huang unveiled Vera at GTC Taipei on June 1. It is Nvidia's first CPU purpose-built for AI agent workloads, with 88 custom Arm cores and 1.2 TB/s of memory bandwidth.

Maya Iverson
Lenovo Hit a Record $21.6B in Q4. AI Server Revenue Jumped 84%.
Hardware & Devices

Lenovo Hit a Record $21.6B in Q4. AI Server Revenue Jumped 84%.

Lenovo posted record Q4 revenue of $21.6 billion, AI revenue grew 84%, and the stock has more than doubled in May. AI hardware demand is spreading past the hyperscalers.

Maya Iverson
Crypto Funds Lost $1.67B Last Week. The Stablecoin Yield Fight Is the Overhang.
Crypto & Web3

Crypto Funds Lost $1.67B Last Week. The Stablecoin Yield Fight Is the Overhang.

Digital-asset investment products saw $1.67 billion in outflows, the second-worst week of 2026, as banks and crypto firms clashed publicly over yield-bearing stablecoins.

Jordan Beck