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Thu, Jun 04
38 stories
MARKET CNBC: CrowdStrike, Broadcom selloff defies market pessimism; sector resilience intact 
CHIPS 8GB RAM returns on laptops as chipmakers face supply shortages and cut costs 
CHIPS TSMC warns demand will outpace supply for "long time"; holds prices stable 
FUNDING Supabase raises $500M at $10.5B valuation in Series C 
BREAKING European E-Waste Surge Creates Supply-Chain Pressure on Electronics Recycling 
FUNDING Balderton's 'Built in Europe' Campaign Signals Shift in VC Branding 
CHIPS GeForce NOW Adds 18 Games in June; Streaming Library Expansion Continues 
CHIPS Qualcomm Pushes Snapdragon C and RTX Spark for Agentic AI PCs 
CHIPS SpaceX Terafab $55B semiconductor plant secures 100% Texas tax exemption 
BREAKING US tech sector cuts 38K jobs in May 2026, highest single month in two years; AI cited as primary driver 
MARKET Arm hits $180B market cap on AI-driven chip demand surge 
CHIPS Computex 2026: Industry signals shift toward agentic PC era 
POLICY EU Sovereignty Package targets tech independence; what it means for builders 
MARKET Broadcom's weak forecast sparks AI-trade selloff; Nasdaq 100 tumbles 
RESEARCH 64 Percent of Audio-Text Conflicts in AI Models Are Fixable 
MARKET Coinbase enables perpetual futures on SpaceX pre-IPO equity ahead of public listing 
CHIPS Silicon Motion projects worse NAND shortages in 2027 as SSD controller sales climb 
MARKET Broadcom reports strong earnings; SpaceX IPO priced amid market volatility 
BREAKING Bot Traffic Now Exceeds Human Traffic Online, Cloudflare CEO Reports Agentic Surge Ahead of Schedule 
INDUSTRY AMD's Helios Chooses Ethernet Over Native UALink to Ship by Year-End 
BREAKING OpenAI's Altman: AI token costs becoming 'a huge issue' for the company 
CHIPS AMD Helios MI455X AI platform surfaces with UALink-over-Ethernet interconnects 
FUNDING May venture funding surges as A16z, Y Combinator lead active investor wave 
FUNDING Scotch raises $20M Series A for AI-powered liquor retail tech 
INDUSTRY Microsoft's Fairwater Facility Cuts Data Center Water to Restaurant Levels 
CHIPS Microsoft AI Data Centers Cut Water Use with Closed-Loop Cooling 
CHIPS Microsoft Surface Laptop Ultra Targets 110W TDP for RTX Spark Superchip 
BREAKING Celonis CEO: AI Adoption Slower Than Expected Despite Hype 
FUNDING Dwelly scales AI-powered proptech with rollup playbook 
MARKET SoftBank shares plunge 10% amid broader tech sell-off 
RESEARCH Router Matching 50 Retries with 10 Samples Cuts LLM Test-Time Compute 
RESEARCH StreamMA Cuts Multi-Agent Reasoning Latency 26.9× 
BREAKING Wasmer builds Node.js edge runtime using OpenAI Codex for code generation 
BREAKING OpenAI releases GPT-Rosalind with new capabilities for scientific research 
MARKET CrowdStrike sees pullback, analysts set $380–$420 target ahead of Q2 earnings 
MARKET Barclays identifies Japan as hidden value play in AI infrastructure and semiconductor investment 
MARKET Asian stocks fall on Broadcom outlook weakness; semiconductor index retreats 
MARKET Amazon pushes AI data center buildout despite simultaneous layoffs of 30,000 Wed, Jun 03
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