Trump’s Bold Shift: Turning Chip Grants into Equity Stakes

Reading Time : 3 minutesThe Trump administration is rewriting the rules for chip subsidies by converting CHIPS Act grants into equity stakes, starting with Intel. This approach links taxpayer funding directly to ownership while aiming to secure America’s semiconductor supply chain. Supporters call it bold industrial policy, while critics warn it risks politicizing the industry without solving Intel’s core challenges.

Tariffs Cloud America’s $3 Trillion AI Spending Boom

Reading Time : 2 minutesThe U.S. is pouring trillions into AI, but rising tariffs on semiconductors could raise server costs by seventy-five percent. While Big Tech can absorb the hit, startups may struggle. AI still fuels growth, adding 0.5% to GDP this year, yet the long-term question remains whether tariffs will derail innovation or spark domestic reinvention.

Big Tech AI Stocks Fuel 60% of Market Gains in 2025

Reading Time : 2 minutesBig Tech AI stocks, led by Nvidia, Apple, and Microsoft, drive 60% of S&P 500 gains in 2025. Their AI innovations fuel market growth, but reliance on a few giants raises sustainability concerns. Regulatory risks and market concentration pose challenges, urging investors to diversify while navigating the AI-driven economic shift.

US secretly embeds trackers in AI chip shipments to China

Reading Time : 3 minutes The United States has quietly embedded location-tracking devices in certain AI chip and server shipments to detect diversions to China. This covert strategy is part of a wider crackdown on export violations, combining stealth technology, inter-agency coordination, and new legislation that could permanently change the global flow of advanced computing hardware.

Outdated Tech Still Runs Our World, From Banks to Bureaucracies

Reading Time : 2 minutes From COBOL code powering banks to fax machines in Japan’s public offices, much of our world still runs on technology decades old. Reliable but increasingly hard to maintain, these systems persist due to cultural habits, legal frameworks, and the high risk of replacement—making old tech an invisible foundation of modern life.

Bitcoin Climbs to $122K, Just Shy of Record Peak

Reading Time : 2 minutesExcerpt: Bitcoin soared above $122,000 today, driven by a U.S. policy allowing 401(k) retirement plans to invest in crypto. The move opens access to trillions in potential capital. While still shy of its $123,091.61 record, optimism is high, with Ethereum holding strong and markets watching for a breakout into uncharted territory.

Dormant Bitcoin Whale Moves $9.6B, Market Barely Reacts

Reading Time : 2 minutes A long-silent Bitcoin whale just transferred $9.6 billion in BTC after 14 years of inactivity, but the market held steady. Analysts say this move reflects crypto’s growing maturity and increasing institutional control, despite concerns tied to new U.S. regulations. Investors seem unfazed by the shift, hinting at a changing tide in Bitcoin’s power dynamics.

Claude Overtakes ChatGPT in Enterprise AI Market

Reading Time : 2 minutesAnthropic’s Claude now leads the enterprise AI space with 32% share, surpassing OpenAI. Claude Opus 4’s coding strength, superior benchmarks, and a major shift in engineering talent are reshaping the competitive landscape. The enterprise AI market has doubled in size and Anthropic is emerging as its frontrunner.

China Beats Growth Forecasts Despite Tariff Pressures

Reading Time : 2 minutesChina grew 5.2% in Q2 2025, beating forecasts despite tariffs and a weak property sector. Strong exports and manufacturing drove growth, but domestic consumption and real estate remain soft. The government stays on track for 5% annual growth but risks loom with tariffs and weak demand.

EU Likely to Shelve Digital Tax Amid Global Reform Push

Reading Time : 3 minutesThe EU is likely to shelve its digital tax due to US resistance and implementation challenges. The focus shifts to the OECD’s global tax reform, aiming for fairer rules for tech giants. This pragmatic move avoids trade disputes but delays immediate action, leaving debates on innovation and tax fairness unresolved as international cooperation takes center stage

Pentagon Taps OpenAI, Google, xAI in $200M AI Defense Push

Reading Time : 2 minutes The Pentagon just awarded $200 million contracts to OpenAI, Google, Anthropic, and Elon Musk’s xAI. The goal is to integrate advanced AI into defense and government operations. This move underscores the US military’s determination to stay ahead in the AI race, particularly against China. The initiative also introduces Musk’s “Grok for Government” AI tools.