Chip Stocks Sink as AI Spending Jitters Rattle Wall Street

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1. 06:25 AM Alphabet's stock falls as Gemini delays suggest Google is struggling to keep up in the AI race - Longbridge — Google News: AI megacaps
2. 06:18 AM Quantum Computing Stocks Drop 35% as Federal Mandate Reshapes Investment Case - Tech Times — Google News: Quantum
3. 06:15 AM Xi Jinping spearheads China’s AI push - Financial Times — Google News: AI
4. 06:10 AM SoftBank Plunges 8% as TSMC Outlook Sparks Asian Chip Rout - The Tech Buzz — Google News: TSMC
5. 06:06 AM China's Moonshot unveils world's largest open AI model, closing in on US rivals - Yahoo Finance — Google News: OpenAI
6. 06:05 AM Sources: Coatue is leading a $3B investment in Databricks that values the data analytics software company at $188B, a 40% increase from its December valuation (Wall Street Journal) — Techmeme
7. 06:01 AM China’s Xi Jinping addresses World AI Conference as US tech rivalry heats up - South China Morning Post — Google News: AI
8. 05:55 AM Taiwan Semiconductor (NYSE: TSM) Pledges Additional $100B U.S. Investment Despite 77% Earnings Surge As Stock Slips - foreignpolicyjournal.com — Google News: TSMC
9. 05:43 AM Nation's robotics sector surges on rising applications - China Daily - Global Edition — Google News: Robotics
10. 05:42 AM Caldwell University President, Dr. Jeffrey Senese, Shared His Thoughts on the Value of Human Intelligence in the Era of AI With NJBIZ – Caldwell University - Caldwell University — Google News: AI
11. 05:39 AM Law firm probes Quantum Computing Inc. officers for possible shareholder duty breaches - Pluang — Google News: Quantum
12. 05:38 AM AI data centers are booming. Indigenous People want help protecting their lands and knowledge - Indiginews — Google News: AI
13. 05:35 AM AI rivalry shifts from smart models to smart factories - China Daily — Google News: LLMs
14. 05:35 AM US chip, memory, and storage stocks fell sharply on Thursday, with Sandisk down 13%, Seagate 10%, Western Digital 9%, and Intel and Micron 6% each (George Steer/Financial Times) — Techmeme
15. 05:33 AM How artificial intelligence is changing the mental health space - KION Central Coast — Google News: AI
16. 05:25 AM Filing: South Korean authorities conducted an on-site search of Chinese chipmaker Montage's offices in connection with potential competition law violations (Nikita Maria Jino/Reuters) — Techmeme
17. 05:25 AM Memo: MLB bans the use of league-provided dugout iPads to access GenAI for in-game strategy calls; sources say at least a third of teams used AI this way (Eno Sarris/The Athletic) — Techmeme
18. 05:18 AM From Pilots to AI Factories: How Enterprises Are Really Scaling Agentic AI and Agent Gateways — The Next Platform
19. 05:13 AM South Korea’s chip boom drives record growth and forces the central bank’s hand - Crypto Briefing — Google News: AI chips
20. 05:10 AM Moonshot’s Kimi K3 pushes Chinese AI into Fable-level territory - Fortune — Google News: LLMs
21. 05:07 AM SoftBank sinks 8% as Japanese chip stocks track Wall Street AI sell-off — CNBC Technology
22. 05:07 AM Asian Stock Markets Today: Nikkei Slides As AI Selloff Deepens, Chip Stocks Weigh On Sentiment - NDTV Profit — Google News: AI stocks
23. 05:04 AM Intel (INTC) Stock May Trade At A Discount Following AI Chip Expansion - simplywall.st — Google News: AI chips
24. 05:03 AM Today’s Market Recap: Gold Falls Below $4,000, TSMC’s Strong Earnings Fail to Stop AI Trade Cooling, Chip Stocks Sold Off - TradingKey — Google News: TSMC
25. 05:00 AM Humanoids to Huawei: what to watch as Xi attends China’s top AI event - South China Morning Post — Google News: AI
26. 04:57 AM Why Alphabet (GOOGL) Stock Is Falling Today - Yahoo Finance — Google News: AI megacaps
27. 04:52 AM Microsoft's MDASH AI beats Anthropic's Mythos in bug detection, finds 16 new Windows flaws - Crypto Briefing — Google News: Anthropic
28. 04:48 AM NVIDIA Cosmos Powers Japan’s Physical AI Leaders in Robotics & Manufacturing Innovation - The Fast Mode — Google News: Nvidia
29. 04:44 AM Parkland man accused in AI-generated child pornography case after tip from Grok, investigators say - CBS News — Google News: AI
30. 04:38 AM TSMC Just Announced Fantastic News for Nvidia Shareholders - The Motley Fool — Google News: Nvidia
31. 04:37 AM AI chatbots at risk of fueling government restrictions on online speech, new study says - PBS — Google News: AI
32. 04:36 AM TSMC Just Announced Fantastic News for Nvidia Shareholders - The Globe and Mail — Google News: Nvidia
33. 04:32 AM TSMC Just Announced Fantastic News for Nvidia Shareholders - The Globe and Mail — Google News: AI chips
34. 04:29 AM China AI Stocks’ 1000%-Plus Profit Gain May Fail to Revive Rally - Bloomberg.com — Google News: AI stocks
35. 04:28 AM Pete Hegseth’s Plan for ‘High T’ Troops Is a Junk Science Fever Dream — Wired
36. 04:25 AM UH President Hensel presents holistic AI strategy to Board of Regents - University of Hawaii System — Google News: AI
37. 04:25 AM Sources: Dassault Systèmes is in talks to buy drug trial software maker ArisGlobal from Nordic Capital for about $2B, extending its push into life sciences (Financial Times) — Techmeme
38. 04:22 AM Quantum Computing Selloff Creates Rare Entry Point As Quantum Computing Inc. (NASDAQ: QUBT) Leads Recovery Candidates - foreignpolicyjournal.com — Google News: Quantum
39. 04:22 AM SK Hynix ADR Plunges 21% Amid Semiconductor Peak-Out Fears - 조선일보 — Google News: TSMC
40. 04:22 AM MLB cracks down on dugout iPads with artificial intelligence fears growing - New York Post — Google News: AI