Google faces mounting evidence of its search monopoly. A federal judge recently ruled – for the second time in a year – that Google illegally maintains a monopoly in ad tech. Google's response?
The United States set out to win a trade war with China. It failed. Years of tariffs, tech restrictions, and tough rhetoric have backfired, leaving America in a weaker position while China charges ahead with innovation and global influence.
Good Morning from San Francisco, Meta just kicked Apple's AI tools to the curb. All of them. 🥾 No
The US-China chip war just hit Wall Street hard. Tech stocks tumbled after Nvidia lost $5.5 billion from US restrictions on AI chip sales to China. Meanwhile, Taiwan strengthened its grip as the world's essential chip supplier.
China sidestepped US rules by dropping tariffs on Taiwan-made chips, including those with American designs. The timing stung - the US had just blocked Nvidia's H20 chips, which were built to meet previous export rules.
Markets felt the shock. The Philadelphia Semiconductor Index fell 3.7%, pushing its 2024 losses beyond 22%. Nvidia dropped 6.4% in one day, dragging down the whole tech sector. The Nasdaq sank 2%, the S&P 500 lost 1.3%.
The damage spreads beyond Nvidia. Bank of America warns other AI chip makers - Broadcom, AMD, and Arm - face similar risks. Yet they see AI chips as the fastest-growing market opportunity, making Nvidia's drop a potential buy signal.
Tech stocks can't catch a break. After riding high for two years, Trump's tariffs sparked a dollar asset sell-off. The Nasdaq fell into bear territory in April, down 20% from February peaks. A 90-day tariff pause helped briefly, but chip concerns reignited market fears.
For Nvidia, the math hurts. Its stock dropped 16% this year under Trump's tariff threats. Its $15 billion Chinese market for H20 chips looks shaky. Chinese rival Huawei gains ground daily.
Taiwan plays the perfect middleman. TSMC, its top chipmaker, supplies both sides while the US and China fight for influence. Trump pushes for US production. China wants unrestricted chip flow. Neither can match Taiwan's 40 years of chip expertise.
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Google faces mounting evidence of its search monopoly. A federal judge recently ruled – for the second time in a year – that Google illegally maintains a monopoly in ad tech. Google's response?
Google broke antitrust laws by crushing competition in online advertising, a federal judge ruled Thursday. The verdict marks Google's second monopoly defeat in eight months and could force the tech giant to sell key parts of its $31 billion ad business.
Google lets anti-abortion centers place misleading ads targeting women who need legally-required ultrasounds before getting an abortion, a new investigation reveals. These crisis pregnancy centers (CPCs) can't actually provide the required medical services.
OpenAI just launched o3 and o4-mini, models that combine visual intelligence with deeper reasoning. For the first time, these AIs don't just see images – they think with them, manipulating photos to extract insights just as a human would zoom in or rotate a picture to understand it better.
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