Showing 385–398 of 398 items from the last 14 days
Huawei’s assertion that it could match TSMC in producing the world’s most advanced chips by 2031 reflects both technological ambition and geopolitical necessity. As one of China’s leading technology companies, Huawei has faced significant restrictions on access to advanced semiconductor technology due to U.S. export controls.… Read More The post Why Huawei Says It Will Match TSMC’s Most Advanced Chips by 2031 appeared first on SemiWiki.
Read original →"Caterpillar jumped out at me," Burry said. "I have never shorted Caterpillar. It has always done great for me on the long side in the past."
Read original →LSE-listed Rainbow Rare Earths reports that, over the first half of this year, work at its Phalaborwa project, in Limpopo, South Africa, has continued to focus on optimising and simplifying the flowsheet to enhance the plant operability and reduce risk when moving to commercial scale. In an update to the market on the definitive feasibility study (DFS) that is under way at the project, the company notes that Phalaborwa will be the first to commercially recover rare earth elements from phosphogypsum, which is a waste material from phosphoric acid production.
Read original →An analyst deployed 4,700 lines of code in two days using Claude and Codex to stop a WordPress spam attack that had overwhelmed their database. This demonstrates the practical productivity gains from AI-assisted coding in security incident response and rapid vulnerability remediation.
Read original →The U.S. government lifted export restrictions on Anthropic's Fable and Mythos AI models following safety testing, allowing global distribution. This signals regulatory acceptance of advanced AI models and removes a competitive constraint on Anthropic's international market expansion.
Read original →U.S. private payrolls increased by 98,000 in June, below forecasts, with hiring concentrated in healthcare sectors according to ADP data. Weaker-than-expected private job growth suggests potential softening in labor demand across most industries except healthcare.
Read original →Exxaro Resources appointed Shireen Naidoo and Kefilwe Bopape as nonexecutive directors effective July 1, with Naidoo also joining risk and social responsibility committees. Board composition changes at major diversified resource producers signal shifts in governance and stakeholder accountability priorities.
Read original →Anthropic removed a hidden monitoring feature from Claude Code that flagged users identified as Chinese, following social media backlash over the covert surveillance capability. The incident raises questions about embedded compliance mechanisms in AI tools and their transparency to users.
Read original →Lime raised $167 million in an IPO after nine years as a private company, citing the need to pay down approximately $1 billion in liabilities. The public offering provides capital for debt reduction but indicates the micro-mobility company remains heavily leveraged relative to equity value.
Read original →U.S. Big Tech stocks posted strong first-half gains despite a sharp late-June sell-off, but were outperformed by international tech counterparts. Geographic divergence in tech sector performance signals potential valuation disparity and shifting investor appetite between U.S. and non-U.S. technology assets.
Read original →South32 signed a binding agreement to sell Hillside Aluminium in South Africa to Alcoa for up to $5.6 billion, with Alcoa also acquiring the idled Bayside smelter property. This M&A transaction consolidates South Africa's aluminum smelting capacity under a major global producer and signals continued capital reallocation in primary metals.
Read original →Claude Sonnet 5 consumes approximately 40 percent more tokens per task than its predecessor while maintaining identical list prices, effectively doubling real costs for users despite unchanged published rates. Anthropic's pricing structure masks effective price increases, reducing transparency for cost-conscious enterprise customers and affecting total-cost-of-ownership calculations.
Read original →Cloud Capital and Realty Income established a $6 billion data center joint venture fund with initial stakes in three Virginia facilities. The partnership channels significant institutional capital into regional data center infrastructure, supporting hyperscale and AI workload deployment capacity in a key U.S. market.
Read original →Matt Fernley, managing director of Battery Materials Review, states that rare earth and battery materials demand fundamentals are improving but investor sentiment has not yet recovered, reflecting a market focused on short-term headlines over structural demand drivers. This disconnect suggests significant upside potential for investors who recognize the longer-term supply-demand imbalance in critical materials for battery production.
Read original →
DailySand