The Chip Fly in the AI Ointment – Stratechery by Ben Thompson
(Photo by Gilles Mingasson/Liaison) Welcome back to This Week in Stratechery! As a reminder, each week, every Friday,…
China’s semiconductor firms post hefty 2025 profits amid AI boom, tech self-reliance drive
Enterprises across China’s semiconductor industry recorded hefty profit growth last year, according to their unaudited financial results, driven…
AI Models Predict Ethereum, Solana, and XRP 2026 Prices—Which Altcoin Has the Biggest Upside?
Solana leads upside potential with 500% bull case projections vs 480% for Ethereum and 200% for XRP. Ethereum…
Broadcom Deepens AI Role With OpenAI Deal And Hyperscaler ASIC Focus
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St’s investing ideas for…
Dan Ives names ‘best in the world’ stocks to bet on ‘Physical AI’ — TradingView News
The digital gold rush of the last two years has officially moved from the cloud to the streets.…
Sundance doc ‘Ghost in the Machine’ draws a damning line between AI and eugenics
The Sundance documentary Ghost in the Machine boldly declares that the pursuit of artificial intelligence, and Silicon Valley…
Ex-Google engineer convicted of stealing AI secrets • The Register
A former Google software engineer has been convicted of stealing AI hardware secrets from the company for the…
Apple loses more AI researchers, Siri exec to Google and Meta
A new report from Bloomberg today highlights the ongoing exodus from Apple’s artificial intelligence and Siri teams. Mark…
There’s a social network for AI agents, and it’s getting weird
Yes, you read that right. “Moltbook” is a social network of sorts for AI agents, particularly ones offered…
YouTube Has a Big Reason to Nuke AI Spam, and It’s Starting to Act
YouTube is telling advertisers it’s the future of TV. AI spam could put that story in jeopardy. The…
Already Up Over 50% – These 2 AI Chip Stocks Are Just Getting Started
NVIDIA Corporation NVDA, a leading designer of artificial intelligence (AI) processors, and Taiwan Semiconductor Manufacturing Company Limited TSM,…
The Best AI Stock That Nobody’s Talking About for 2026
There are several ways to benefit from the fast-growing demand for artificial intelligence (AI) technology. From chip designers…