- AI infrastructure spending remains the dominant story, with OpenAI, Amazon, Microsoft, Nvidia, and Broadcom all tied to major cloud, chip, or model announcements
- Apple is in the spotlight after losing an EU legal challenge and also being linked to a large Broadcom chip deal.reuters+1
- Semiconductor names are under pressure in markets even as long-term AI demand stays strong, with Samsung Electronics and Intel among the companies hit by the selloff
- SpaceX and Tesla are in the news through a Musk-linked chip manufacturing push involving ASML and Intel
Company updates
- Apple: Lost its challenge against EU rules that classify its app store and iOS as gatekeepers, and Reuters also reported a more than $30 billion chip deal with Broadcom.reuters+1
- Anthropic: China’s industry ministry-backed cybersecurity platform warned about a serious “backdoor” risk in Claude Code.reuters
- Amazon: Reuters-linked coverage says Amazon has deepened its commitment to Anthropic as part of the broader AI infrastructure race.reuters
- Broadcom: Apple’s reported chip purchase plan would route more than $30 billion to Broadcom, with a Colorado factory expansion tied to the deal.reuters+1
- Microsoft: Reuters reported a $17.4 billion GPU infrastructure deal with Nebius, underscoring continued AI cloud expansion.finance.yahoo+1
- Nvidia: China may allow limited H200 chip purchases by top AI firms, while the broader market is also reacting to worries about the sustainability of the AI chip boom.finance.yahoo+1
- OpenAI: Reuters reported the launch of GPT-Live voice models that can listen and speak at the same time, plus a Bank of America credit line ahead of a possible IPO.reuters
- Meta Platforms: France’s competition authority ordered Meta to resume fee talks with media groups, and Reuters also highlighted its continued AI spending push.finance.yahoo+1
- Samsung Electronics: Shares fell after preliminary earnings failed to meet very high expectations despite strong AI memory demand.finance.yahoo
- ASML: Reuters reported Musk appearing virtually at an ASML event tied to a possible Terafab chip project that could serve SpaceX and Tesla.reuters
- Intel: Intel was among the chipmakers hit in the global semiconductor selloff tied to AI-boom concerns.finance.yahoo
- Tesla: Tesla is indirectly in the ASML/Intel chip-manufacturing story connected to Musk’s Terafab plans.reuters
- SpaceX: SpaceX is part of the same Musk chip-production push reported alongside ASML and Intel.
