Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
MARKET Dell wins $9.7 billion Pentagon software contract on defense infrastructure push
MARKET AI agents may drive token demand up 24x, raising LLM inference costs: Goldman Sachs
MARKET Zscaler plunges 31% on revised guidance and sales team restructure
MARKET Salesforce beats earnings but guides light on full-year outlook
MARKET Snowflake soars 30% on earnings beat and $6B Amazon cloud commitment
MARKET CNBC updates AI/tech portfolio: 4 tech stocks flagged as buys amid record rally
CHIPS University of Saskatchewan deploys quantum computer for research
BREAKING Bek Ventures loses four investment team members in months
RESEARCH BRANE Cuts Retrieval Agent Costs by 89% Per Query
INDUSTRY Logic Apps Embeds Python, JavaScript Execution Without External Calls
INDUSTRY Stanford Audit Finds Pymetrics Directed 26% of Black Applicants Away From Jobs
MARKET Tech Stocks Post Record Six-Week Rally; CNBC Reports Top and Bottom Performers
MARKET Powerlaw, SpaceX Investment Fund, Debuts on Nasdaq Amid IPO Wave
POLICY Italy Imposes 200% Tax on Data Center Development in Agricultural Land
RESEARCH RLHF Training Amplifies Model Bias to 100 Percent
MARKET NVIDIA charts 'AI Factories' as next compute model; signals shift from data-center GPUs to integrated intelligence infrastructure
CHIPS Startup achieves 1000+ GPU scaling in single compute domain
MARKET Amazon expands AI shopping tech licensing to external retailers
CHIPS NVIDIA Vera CPU challenges Epyc, Xeon in early Linux benchmarks
FUNDING Capchase raises $200M in debt and equity to scale B2B BNPL
RESEARCH Meta Shrinks Mixture-of-Experts to Smartphones Without Cloud Offloading
MARKET Asian stocks hit record highs on chip rally amid AI infrastructure build
MARKET Samsung chip workers accept wage deal, averting strike
MARKET European companies double down on China manufacturing despite EU de-risking push
MARKET SK Hynix hits $1 trillion valuation as AI memory chip demand surges
BREAKING Trump officials split over Vatican AI warning as feud enters new front
MARKET SpaceX-Tesla Merger Chatter Reignites as Musk Pushes Rocket Company Toward Nasdaq
POLICY SEC Chair Eyes Gun-Jumping Rule Changes to Spur More IPOs
MARKET Mubadala offers $1.91B GlobalFoundries share block in secondary sale
BREAKING Google Antigravity signals strategic shift beyond IDE-centric development
CHIPS NVIDIA Vera CPU packing performance punch against x86 competition
INDUSTRY IBM's $2B Quantum Bet Targets First Neutral Wafer Fab in U.S. Portfolio
FUNDING IBM spins off quantum chip foundry with $2B in federal and private funding
COMPUTE Mac Clusters Run 671B Models On-Prem for $38K
CHIPS Nvidia Driver Overhaul: Control Panel Retired After 20 Years for Nvidia App
MARKET Rocket, Satellite Stocks Surge on SpaceX IPO Euphoria
POLICY China Requires AI Talent Approval Before International Travel, Expanding Export Control
CHIPS Samsung Chip Workers Win $400K Bonuses After Court Clears Legal Challenge
MARKET NVIDIA stock hits technical pivot; bulls eye key level for next leg
CHIPS AMD restricts free Vivado to Windows, blocks Linux FPGA users