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UNCOVERED: 33 - Caught on Camera

US bans robot vacuums and ‘quadrupeds’ amid panic over Chinese humanoid robots

Restrictions come amid increasing fear that China could overtake the US in AI growth

The Independent UK

Exploring Apple Silicon’s local AI performance with the Mac Studio and M4 Max — M4 Max beats GB10 and Strix Halo in decode throughput, but memory bandwidth isn't everything

Apple Silicon has been a popular choice for local AI exploration thanks to its high memory bandwidth compared to other unified memory platforms. We tested the M4 Max version of Apple's Mac Studio to see whether its 546GB/s of bandwidth makes it the clear winner in local LLM inference.

Tom’s Hardware

Why Wells Fargo Thinks Intel’s AI Business Is Getting Even Stronger

Intel's improving data center business is giving investors another reason to stay bullish.

Barchart

From analysis to the latest developments in health,
read the most diverse news in one place.

Google could build more AI accelerators than Nvidia sells in 2028, analyst claims — could push the company to use Intel Foundry to meet its goals

Google eyes to build more TPU AI accelerators in 2028 than Nvidia, if a report by Fubon Research is correct.

Tom’s Hardware

Nvidia's fastest graphics cards get US price increase at Best Buy, Amazon — Astral RTX 5080 now costs more than 5090's MSRP, flagship card now commands more than $4,300

Premium Nvidia GeForce RTX 5080 and RTX 5090 graphics cards are once again selling far above MSRP, with some Asus and MSI models climbing close to $5,000.

Tom’s Hardware

This Top Semiconductor Stock Just Backed a Secret AI Lab in a Mega Deal

Nvidia just backed a secretive AI lab founded by an OpenAI co-founder. The deal could reshape the race for smarter, safer AI.

Barchart

The memory crisis keeps getting worse: Nvidia graphics card prices now rumoured to increase by as much as 30%

And graphics card prices were already not looking pretty.

PC Gamer

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Flirting with $5 trillion, Apple has never been more valuable—or a more dangerous bet for investors

At 41 times earnings, Apple’s stock is pricier than it’s been in a decade—and its famous buyback machine is losing its punch just when investors need it most.

Fortune

Apple Briefly Hits $5 Trillion: How Big Is $5,000,000,000,000 Really?

How Apple reached $5 trillion, its growth strategies, and what sets it apart from Nvidia. Explore investment insights and prospects amid leadership changes.

International Business Times UK

GPT-5.6, ChatGPT Work lift OpenAI’s July ARR over Q2

OpenAI's revenue growth has surpassed second-quarter levels, driven by new product launches. The company is expanding its customer base to support significant AI infrastructure investments. OpenAI aims for substantial compute spending by 2030 and seeks Nvidia funding. Rival Anthropic also shows strong revenue growth with its coding assistant. Competition from…

The Economic Times

China Says US Humanoid Robot Ban 'Severely Damages' Relations—Here's How It Could Affect Elon Musk's Optimus: 'China Makes Half…'

Chinese authorities criticized the Donald Trump administration’s restrictions on foreign-made humanoid robots, saying that such a move heavily affects relations between the two countries.

Benzinga

Nvidia's Most Advanced AI Servers Reached China Despite US Export Controls, Alleged Scheme Shows

Taiwan is investigating an alleged scheme that used forged documents to divert Nvidia GB300 AI servers to China despite US export controls.

International Business Times UK

Google Helps Chinese Firm Accused by White House of Copying US AI Models Bring Kimi K3 to US Cloud

Google Cloud added support for Moonshot AI's Kimi K3 model days after White House officials accused the Chinese company of copying US AI technology.

International Business Times UK

Warsh Says Five-Year Inflation Fight Won’t End Fast as 30-Year Tops 5.2%: What Do Prediction Markets Say?

Federal Reserve Chairman Kevin Warsh held interest rates steady Wednesday for a fifth straight meeting, then told reporters that while the Fed "hasn’t done much in 42 days, the markets have done quite a bit."

Benzinga

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Barchart

Dear AMD Stock Fans, Mark Your Calendars for August 4

With investors growing more selective about AI stocks, AMD's August 4 earnings could be a big catalyst for the chip stock.

Kiplinger

Dow Drops 1,153 Points as Oil Pops on Fed Day: Stock Market Today

Fed Chair Kevin Warsh reassured markets about a resilient economy, but geopolitical uncertainty remains the major factor for most interested parties right now.

Barchart

Agentic AI Is Coming to Chip Design. Here Is Why Synopsys Stock Could Be the Biggest Beneficiary.

Synopsys partners with Nvidia on agentic AI after partnering with Intel last week.

Barchart

Nvidia CEO Jensen Huang Makes First Ever X Post Sharing Letter to Congress and Says ‘Transparency Can Be More Secure Than Obscurity’

Jensen Huang’s first X post wasn’t about Nvidia. The CEO shared a letter to Congress outlining why open AI models are essential for the U.S. to win the AI era.

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MarketBeat

Why SK hynix Could Be the Best AI Chip Stock to Buy Now

SK hynix's Q2 revenue missed estimates, but analysts remain bullish on HBM demand, margin gains, and an NVIDIA deal, citing significant upside for the stock.

Barchart

Synopsys Just Solved a Bottleneck You Didn’t Even Know Existed

Synopsys is using AI partnerships with Nvidia, AMD, Microsoft, and Intel to automate one of chip design’s biggest bottlenecks, strengthening its position at the center of the AI semiconductor ecosystem.

Benzinga

Nvidia And Meta Think Chinese AI Shouldn't Be Banned—Here's Why

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang and Meta Platforms Inc. (NASDAQ:META) CEO Mark Zuckerberg are converging on a message that runs counter to growing calls in Washington to restrict Chinese artificial intelligence models: don’t ban them—beat them.

MarketBeat

Broadcom’s $200 Billion Samsung Deal Shows How Costly the AI Memory Race Has Become

Broadcom and Samsung signed a five-year, $200 billion deal for memory chips, including HBM, and potential advanced packaging collaboration to support Broadcom's AI accelerator growth.

Barchart

A $1.5 Billion Reason to Buy Axe Compute Stock

Axe Compute's expanding pipeline of Nvidia Blackwell AI projects has fueled optimism, but weak financial results and execution risks remain key concerns.

Barchart

Tesla is Betting Robots Are The Next Nvidia. This Could Be the Biggest Shift Since the AI Boom.

AI can do almost anything behind a screen, but it can't stack a shelf yet. That's changing. Here's how Tesla, Nvidia, and the companies building "physical AI" robots could reshape the next decade.

Tom’s Hardware

GPU repair service will upgrade the 11GB of VRAM on your RTX 2080 Ti to 22GB — mod involves physically adjusting the strap resistors on the PCB to support a new BIOS

A GPU repair shop in the UAE is promising to upgrade the VRAM capacity of an RTX 2080 Ti from 11GB to 22GB by swapping the 1GB GDDR6 modules with 2GB chips and modifying the strap resistors to recognize the new VRAM.

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