In Silicon Valley calling a startup a "wrapper" used to be one of the worst digs you could make. But with increasing model commoditization and costs plummeting, it just might be time for Justice for the Wrappers. 

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The European Union is set to fine Meta up to $1 billion for violating the Digital Markets Act, expected to come down before next week. The fines come despite Meta's changes of offering consumers the option of paying for an ad-free subscription or less personalized ads. Plus, Oracle is largely seen as the frontrunner to win the bid for TikTok, since Bytedance already relies heavily on Oracle's Texas servers to store customer data. We look at what's at stake and what an actual deal would look like. 

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Robinhood made its name as the place to trade meme stocks. Now, it's looking to grow with its customers, launching a suite of new products aimed at the more mature, high net worth investor including wealth management, private banking and a low-cost, actively managed robo-advisor. 

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After years on the sidelines, Apple is finally making a move in the data center race, according to Loop Capital. The shift could have implications for AI spending—just as Wall Street grows skeptical—while also reshaping its partnership with OpenAI and serving as a last-ditch effort to revive Siri. Plus, CNBC’s Kate Rooney reports on the rise of special purpose vehicles and private market access for smaller investors.

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Google telling CNBC that practical quantum computing applications could be only 5 years away. We look at what the Quantum breakthrough would mean plus the announcements on Gemini 2.5 and Waymo’s expansion to Washington D.C. 

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Alphabet’s $32 billion dollar acquisition of cyber security startup Wiz setting records. We look at why it could be a turning point for M&A markets. 

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AI search startup Perplexity is in funding talks that would double the company’s valuation to $18 billion. We look at how the focus in AI is shifting from model makers to so-called AI “Wrappers.” Plus, Starlink is expanding into India, but its success lies in the hands of two billionaires. 

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Apple’s reported shakeup among its AI leadership has intensified the spotlight on the ongoing AI talent wars among mega-cap tech companies. And Softbank’s acquisition of Ampere deepens CEO Masayoshi Son’s bet on data centers. It’s a strategic move in one of the hottest battlegrounds in tech: AI infrastructure. 

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Nvidia CEO Jensen Huang unveiled his vision and roadmap to physical AI at the company's GTC event... Describing the robots, self-driving cars, and workplace automation that he suggests might enter our lives sooner than we think. But it's a cut-throat race against China, which has already seen companies release commercialized robots that are more affordable and accessible.

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Google parent Alphabet is sealing a $32 billion deal to acquire the cybersecurity startup Wiz.  We dig into the acquisition, which is Alphabet’s largest, and look at why the company is willing to pay a premium— nearly $10 billion more than last summer’s failed bid – to bolster its security technology in the face of advancing AI and cybersecurity threats

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