Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
MARKET India IT stocks lead rebound as NVIDIA CEO Huang calms AI displacement fears among services firms
RESEARCH Vendor-Diverse Judge Panels Eliminate Bias in Language Model Evaluations
MARKET SpaceX seeks $135 per share for $75 billion IPO
CHIPS Photonics emerges as foundational scaling layer for AI-era compute
CHIPS NVIDIA NemoClaw brings industrial AI to software leaders with secure autonomous engineers
MARKET Palo Alto CEO: customer calls surge on AI security concerns
FUNDING Oxford Quantum Circuits raises $350M Series C, blockbuster quantum computing round
MARKET Asian stocks poised to gain as AI rally extends
MARKET Alphabet plans $80 billion stock sale to fund AI infrastructure expansion
CHIPS Intel Addresses Arrow Lake Misstep With Arrow Lake Refresh, Eyes Nova Lake Rebound
MARKET Palo Alto Networks Pops 12% on Earnings Beat and Strong FY27 Guidance
CHIPS Microsoft announces Majorana 2 quantum computing chip; practical system targeted for 2029
CHIPS NVIDIA and Microsoft partner on unified stack for agentic AI across Windows, cloud, and devices
MARKET Microsoft unveils new AI models to reduce OpenAI reliance and costs
FUNDING Goldman Sachs CEO Sees "Greed Mode" in AI Company Fundraising
MARKET Cybersecurity stocks rally $280B on AI earnings outlook; Palo Alto, CrowdStrike in focus
CHIPS Intel's LGA1954 socket spans Nova Lake, Razor Lake—finally multi-generation longevity
CHIPS Microsoft Surface RTX Spark Dev Box targets agentic Windows app development
CHIPS Computex 2026 Day One: ARM Targets Windows PCs, PCIe 6.0 SSDs Launch
MARKET Marvell Surges on Jensen Huang's $1 Trillion Chip Market Forecast
CHIPS Chinese exhibitors locked out of Computex 2026 on Taiwan entry delays
POLICY Trump AI order requires early model access for US government oversight
CHIPS AMD Considers Ryzen 5 9600X3D; Six-Core Zen 5 Cache Variant Could Arrive Late 2026
FUNDING SoftBank Backs Agile Robotics in $800M Round as Robotics Capex Accelerates
RESEARCH LLMs Can Induce Hidden Rules, but Procedural Execution Remains Uncracked
MARKET HPE surges on guidance hike; enterprise AI infrastructure demand remains strong COMPUTE Intel Clearwater Forest Sacrifices Vector Width for Inference Throughput
CHIPS Physical AI Drives Chipmakers Beyond Compute — EE Times Analysis
CHIPS Phison Unveils PCIe 6.0 Controller With 28 GB/s Bandwidth for AI Storage
BREAKING Anthropic Expands Mythos Policy Platform to 150+ Organizations Globally
MARKET Marvell Soars on Huang's $1 Trillion AI Infrastructure Call
FUNDING Defense startup funding hits all-time record amid VC exit appetite
CHIPS Intel Xeon 6+ Wins 18A Wafer Allocation at Computex
INDUSTRY Stargate Stockpiling Triggers Memory Price Spike Through 2030
POLICY Bernie Sanders Proposes 50% Public Ownership of AI Companies
CHIPS NVIDIA Launches New PC Chips to Expand AI Stack Presence
RESEARCH AdaCodec cuts video-token load by 7× with predictive encoding
FUNDING EnduroSat Eyes $200M Series C Funding, Sources Say
RESEARCH SafeSteer cuts alignment tax by targeting sparse safety tokens