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Zuckerberg reportedly helped shape Trump’s voluntary AI rules, drawing criticism from Rep. Ro Khanna over industry self-regulation.
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Meta faces a potential $40 billion penalty after a New Mexico jury found it misled Facebook users millions of times about data privacy.
Bill Ackman shares his thoughts on how AI has made investments tougher to gauge.
Applied Materials and AMD offer different exposure to AI semiconductor demand. Applied Materials supplies chip manufacturing equipment with a lower valuation (P/E 23.4x) and improving growth trajectory, while AMD designs processors with faster 2025 revenue growth (34.3%) but faces potential shareholder dilution from OpenAI and Meta warrants covering ~20% of shares outstanding. The author recommends Applied Materials as the better buy, though both stocks have merit for long-term diversified portfolios.
Elon Musk says SpaceX’s Starmind AI satellites could deliver 250 kW, 20% more than the ISS, hailing NVDA's Vera Rubin chips.
Trump is ruling out nationalizing AI labs like OpenAI and Anthropic, but may take an equity stake instead, modeled on the Intel deal.
The article compares two quantum computing stocks, IonQ and D-Wave Quantum. IonQ demonstrates industry-leading precision with 99.99% 2-qubit gate fidelities and has a partnership with Nvidia, but faces massive operating losses and an extremely high P/S ratio of 65. D-Wave has achieved real-world applications through its quantum annealing technology and Leap cloud service, but revenue declined 67% year-over-year with a P/S ratio of 475. The author recommends IonQ as the relatively safer choice despite both stocks carrying significant risks and being overvalued.