Chip Stocks Sink as AI Spending Jitters Rattle Wall Street

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1. 08:05 AM AI-Enabled Targeting and the Structural Strain on International Humanitarian Law - Opinio Juris — Google News: AI
2. 08:04 AM Stock market rally fueled by transportation stocks and AI excitement - KRIS 6 News Corpus Christi — Google News: AI stocks
3. 08:00 AM A Europe that’s losing at tech could still achieve quantum supremacy - Financial Times — Google News: Quantum
4. 07:56 AM Faraday Future Showcases Its EAI Robot World Across Three High-Level Silicon Valley Robotics and AGI Summits, Drawing Strong Developer Interest and Advancing Its New "Four-Core Full-Stack AI" Ecosystem Strategy - Business Wire — Google News: Robotics
5. 07:55 AM Court doc: a US federal jury says Japanese chipmaker Kioxia owes Viasat $229M for infringing Viasat's flash-memory patent that helps devices use less energy (Blake Brittain/Reuters) — Techmeme
6. 07:53 AM TSMC Pours Another $100 Billion into U.S., Total Investment Hits $265 Billion; White House: Trump's Economic Agenda Delivers - finance.biggo.com — Google News: TSMC
7. 07:32 AM Satya Nadella says Anthropic’s Claude Fable restrictions ‘don’t make sense’ - The Indian Express — Google News: Anthropic
8. 07:31 AM Summer Student Scoop: Where I stand on artificial intelligence - The Eastern Door — Google News: AI
9. 07:29 AM Kioxia dives 16% as AI stocks face deleveraging - Nikkei Asia — Google News: AI stocks
10. 07:27 AM Agreement on global AI organization signed - chinadailyasia.com — Google News: AI
11. 07:27 AM TSMC Stock Slips Despite Record Profits - EBC Financial Group — Google News: TSMC
12. 07:24 AM Tsmc to invest 100 billion in arizona total investment reaches 265 billion - Indiatimes — Google News: TSMC
13. 07:20 AM Source: Microsoft plans to release an AI security tool this month using models from Anthropic, OpenAI, and itself, as a cost-effective Mythos alternative (Aaron Holmes/The Information) — Techmeme
14. 07:17 AM OpenAI's first consumer hardware is a $230 programmable keypad built specifically for Codex users - TweakTown — Google News: OpenAI
15. 07:15 AM Is OpenAI Signaling That Robots Are Next? - Seeking Alpha — Google News: OpenAI
16. 07:15 AM OpenAI’s First Hardware Is a $230 Keypad for Controlling Codex Agents - Technology Org — Google News: OpenAI
17. 07:09 AM ChatGPT Maker OpenAI Launches $70 Basketball and $230 Keyboard Merchandise - Briefs Finance — Google News: OpenAI
18. 07:09 AM Top takeaways from Xi Jinping’s opening address at the World AI Conference - South China Morning Post — Google News: AI
19. 07:09 AM Quinn Emanuel To Rep OpenAI In Apple Trade Secrets Fight - Law360 — Google News: OpenAI
20. 07:07 AM Oracle Stock Leads 3 AI Stocks Backed By Real Cloud Demand - simplywall.st — Google News: AI stocks
21. 07:01 AM Stock market rally fueled by transportation stocks and AI excitement - FOX 17 West Michigan News — Google News: AI stocks
22. 07:00 AM Kalshi is offering wagers on the outcomes of late-stage clinical drug trials and regulatory decisions, launching a pilot of 13 new biotech contracts (Madison Muller/Bloomberg) — Techmeme
23. 07:00 AM China's Xi says AI should not be dominated by one country - Yahoo — Google News: AI
24. 06:54 AM $NVIDIA (NVDA.US)$ Back under $200 today! - Moomoo — Google News: Nvidia
25. 06:53 AM AI scams in Georgia and South Florida: How scammers use deepfakes to steal millions - CBS News — Google News: AI
26. 06:47 AM TSMC's US$100 billion bet: AI growth, US pressure and the cost of staying ahead - digitimes — Google News: TSMC
27. 06:30 AM Alphabet Stock Slips on Gemini Delay and EU Order Despite Buffett Bet - BeInCrypto — Google News: AI megacaps
28. 06:28 AM AI chatbots are at risk of spreading government restrictions on online speech, a new study says - timesherald.com — Google News: LLMs
29. 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
30. 06:18 AM Quantum Computing Stocks Drop 35% as Federal Mandate Reshapes Investment Case - Tech Times — Google News: Quantum
31. 06:15 AM Xi Jinping spearheads China’s AI push - Financial Times — Google News: AI
32. 06:10 AM SoftBank Plunges 8% as TSMC Outlook Sparks Asian Chip Rout - The Tech Buzz — Google News: TSMC
33. 06:06 AM China's Moonshot unveils world's largest open AI model, closing in on US rivals - Yahoo Finance — Google News: OpenAI
34. 06:06 AM China's Moonshot unveils world's largest open AI model, closing in on US rivals - Reuters — Google News: OpenAI
35. 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
36. 06:01 AM China’s Xi Jinping addresses World AI Conference as US tech rivalry heats up - South China Morning Post — Google News: AI
37. 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
38. 05:43 AM Nation's robotics sector surges on rising applications - China Daily - Global Edition — Google News: Robotics
39. 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
40. 05:39 AM Law firm probes Quantum Computing Inc. officers for possible shareholder duty breaches - Pluang — Google News: Quantum