QtrendsMicron emerges as a potential profitability powerhouse behind only Nvidia and Google. AI stocks continue their sell-off amid market uncertainty, while the US government tightens control over advanced AI model releases, limiting Anthropic and OpenAI to Trump-approved customers. DeepSeek's DSpark framework offers a breakthrough in AI inference speed and cost reduction. Trump escalates trade tensions with Europe, threatening 100% tariffs over digital services taxes.
Market analysts highlight Micron's trajectory toward becoming the third most profitable US company after Nvidia and Google, driven by AI memory demand. The company is also working to break the risk cycle that has historically spooked investors in the cyclical semiconductor industry. Meanwhile, India explores monetizing the booming microdramas market, though profitability remains challenging.
An anti-AI evangelist is gaining popularity, potentially creating political problems for the Trump administration. The US government has authorized Anthropic to release a limited version of its AI model that previously raised cybersecurity red flags. Both OpenAI and Anthropic are now restricting their new AI models to Trump-approved customers during a national security review process.
DeepSeek unveils DSpark, a speculative decoding framework that speeds up AI inference by up to 85% while reducing chip strain and costs, bolstering China's efforts to overcome US AI restrictions. SpaceX announces an $11 billion AI pipeline deal that analysts call a 'saving grace' but comes with significant conditions. Bernstein warns that India needs to develop its own DeepSeek to avoid dependency on foreign AI technology.
AI stocks continue their meltdown, with analysts uncertain about the underlying causes. Despite most of Wall Street posting gains, sinking AI stocks dragged the market lower for the week. Tech stocks suffered one of their worst weeks in a year as the once-booming AI trade shows signs of derailment, raising questions about the sector's overheated valuations.
President Trump threatens to impose 100% tariffs on European imports if countries move forward with digital services taxes targeting US tech giants. The threat has been met with relative calm from European markets, as analysts suggest the region has prepared contingency measures. The move escalates ongoing trade tensions between the US and Europe over technology taxation.