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NVDA217.94+0.90%MSFT531.33-0.24%GOOGL320.58+1.19%META620.19-1.64%AMZN253.10+1.61%USCircuit Mind lands $25M and puts AI agents to work checking circuit board schematics AAPL347.10+0.93%TSLA407.46+4.04%AVGO342.33+4.00%AMD560.26+5.45%TSM436.87+2.95%USCircuit Mind Raises $18.5M Series A as It Announces $25M for AI Electronics Design ORCL130.53+3.55%MU928.76+2.77%MRVL243.57+4.19%QCOM184.17+2.54%INTC93.74+3.61%CNNVIDIA Deepens Meta Partnership, Plans $3 Billion Investment and Muse AI Model Optimizations PLTR198.73-0.06%SMCI35.09+7.34%DELL501.96+7.47%ANET187.00+5.51%VRT208.56+4.39%CNCrystal Optech Q3 Revenue Up 27.7% YoY as Nine-Month R&D Spend Hits 426 Million Yuan CRWV59.57+7.94%Cambricon958.00+4.93%Hygon Information192.70+3.03%Sugon77.20+4.48%Inspur Information56.03+2.17%USOLX Group Unveils Agentic Selling and DealFinder at CLAIM Summit Foxconn Industrial Internet48.64+5.92%Zhongji Innolight636.30+10.28%Eoptolink Technology256.79+8.08%Shengyi Technology104.57+5.41%Kingsoft Office223.08-8.75%USBUZZ HPC Lands $129M Fixed-Rate Credit Facility for Cohere GPU Cluster iFLYTEK38.05-0.37%Naura Technology511.68+4.75%AMEC240.00+0.74%Montage Technology174.70+6.20%Huada Jiutian101.92-1.83%USDirt cheap GPUs coming next year Tencent387.60+0.62%Alibaba98.90+1.96%SMIC47.80+5.43%Xiaomi25.62-0.16%Baidu77.15+2.52%USVCs will make billions on Anthropic’s IPO, but Amazon is set to make much (much) more Kuaishou27.08-0.44%Horizon Robotics3.74+3.74%SenseTime1.16+4.52%Hua Hong Semiconductor70.00+8.44%Lenovo Group23.78+6.26%CNMicrosoft Offers 60,000 Employees Voluntary Buyouts With at Least N+2 Severance; Liang Wenfeng, Worth 280 Billion Yuan, Reportedly Rents Long-Term in Beijing; Apple Denies Relaxing iPhone Duo Quality Checks TSMC2425.00+1.04%Hon Hai (Foxconn)251.50+1.62%MediaTek4235.00+6.94%Delta Electronics1550.00+2.65%Quanta Computer330.00+0.76%USSK Hynix expects demand to outpace supply through 2030 Wistron194.50+2.10%ASE Technology695.00+6.76%Wiwynn1950.00+0.00%CNMorning Report: Apple Launches M6 MacBook Pro From 15,999 Yuan; Zhang Yiming Tops Hurun Rich List With 670 Billion Yuan; New TV Rules Ban Boot-Up Ads USWho’s really in charge at Anthropic after the IPO?

NVDA217.94+0.90%MSFT531.33-0.24%GOOGL320.58+1.19%META620.19-1.64%AMZN253.10+1.61%USCircuit Mind lands $25M and puts AI agents to work checking circuit board schematics AAPL347.10+0.93%TSLA407.46+4.04%AVGO342.33+4.00%AMD560.26+5.45%TSM436.87+2.95%USCircuit Mind Raises $18.5M Series A as It Announces $25M for AI Electronics Design ORCL130.53+3.55%MU928.76+2.77%MRVL243.57+4.19%QCOM184.17+2.54%INTC93.74+3.61%CNNVIDIA Deepens Meta Partnership, Plans $3 Billion Investment and Muse AI Model Optimizations PLTR198.73-0.06%SMCI35.09+7.34%DELL501.96+7.47%ANET187.00+5.51%VRT208.56+4.39%CNCrystal Optech Q3 Revenue Up 27.7% YoY as Nine-Month R&D Spend Hits 426 Million Yuan CRWV59.57+7.94%Cambricon958.00+4.93%Hygon Information192.70+3.03%Sugon77.20+4.48%Inspur Information56.03+2.17%USOLX Group Unveils Agentic Selling and DealFinder at CLAIM Summit Foxconn Industrial Internet48.64+5.92%Zhongji Innolight636.30+10.28%Eoptolink Technology256.79+8.08%Shengyi Technology104.57+5.41%Kingsoft Office223.08-8.75%USBUZZ HPC Lands $129M Fixed-Rate Credit Facility for Cohere GPU Cluster iFLYTEK38.05-0.37%Naura Technology511.68+4.75%AMEC240.00+0.74%Montage Technology174.70+6.20%Huada Jiutian101.92-1.83%USDirt cheap GPUs coming next year Tencent387.60+0.62%Alibaba98.90+1.96%SMIC47.80+5.43%Xiaomi25.62-0.16%Baidu77.15+2.52%USVCs will make billions on Anthropic’s IPO, but Amazon is set to make much (much) more Kuaishou27.08-0.44%Horizon Robotics3.74+3.74%SenseTime1.16+4.52%Hua Hong Semiconductor70.00+8.44%Lenovo Group23.78+6.26%CNMicrosoft Offers 60,000 Employees Voluntary Buyouts With at Least N+2 Severance; Liang Wenfeng, Worth 280 Billion Yuan, Reportedly Rents Long-Term in Beijing; Apple Denies Relaxing iPhone Duo Quality Checks TSMC2425.00+1.04%Hon Hai (Foxconn)251.50+1.62%MediaTek4235.00+6.94%Delta Electronics1550.00+2.65%Quanta Computer330.00+0.76%USSK Hynix expects demand to outpace supply through 2030 Wistron194.50+2.10%ASE Technology695.00+6.76%Wiwynn1950.00+0.00%CNMorning Report: Apple Launches M6 MacBook Pro From 15,999 Yuan; Zhang Yiming Tops Hurun Rich List With 670 Billion Yuan; New TV Rules Ban Boot-Up Ads USWho’s really in charge at Anthropic after the IPO?

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S

Satya NadellaUS

Microsoft · Chairman & CEO

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