Major tech earnings out this giving us a clearer picture of how the Megacaps are spending to meet AI demand. We dig into how Apple is upping its own spending as it looks for an AI turnaround. 

Meta CEO Mark Zuckerberg laying out his new vision for ‘personal superintelligence’ on social media. We dig into what investors will be looking for as Meta reports earnings after the bell. 

Spotify is pointing to AI as a potential driver of user engagement. We dig into why the technology may be a new threat to its business.

New data shows iPhone sales are on the rise in China again just as Apple prepares to report earnings this Thursday. Plus, a look into the impact of the new $16.5B chip deal between Tesla and Samsung. 

A blockbuster week ahead for big tech earnings, with Microsoft, Meta, Amazon, and Apple all set to report. We dig into what investors will be looking for in the iPhone maker’s Q3 earnings, and whether it can change the narrative around its AI strategy. 

OpenAI and Oracle announced a major expansion, set to develop 4.5GW of additional data center capacity in a push to power surging AI demand. It positions Oracle as the reliable data center fallback as OpenAI and Softbank's relationship reportedly faces new hurdles.  

OpenAI and Oracle announced a major expansion, set to develop 4.5GW of additional data center capacity in a push to power surging AI demand. It positions Oracle as the reliable data center fallback as OpenAI and Softbank's relationship reportedly faces new hurdles. 

Nvidia said it expected to be able to resume sales of its H20 AI chip in China, but the chip giant is still facing significant roadblocks to its restart there, including cancelled orders and supply chain obstacles. Plus, Elon Musk's AI model Grok has launched two new AI companions, just the latest in the rise of more social AI.

Impact of Nvidia’s return to China 

Description: Shares of chip giant Nvidia up this week after the company announced it expects the U.S. government to greenlight the export of its H20 chips to China. We dig into what that could mean for China’s AI ambitions. 

Shares of ASML took a dive today after warning it may not see growth next year due to tariff uncertainty. The Dutch chip equipment-maker is a chokepoint in advanced chip manufacturing, the only company in the world that makes the tools needed to produce cutting-edge semiconductors. We dive into how it could have a boomerang effect on U.S. chip strategy.