In partnership with
Good Morning,
Korean retail traders faced forced liquidation in an aggressive AI sell off. Microsoft signs more than $130 billion in new data center leases to meet AI cloud demand.
Meta pitches personal AI agents as its next major product push while investors punish rising AI spending.
Samsung and SK Hynix post record results on memory demand, Arm forecasts stronger AI data center chip revenue.
Here’s your daily update.
Markets
The Nasdaq fell 1.74%, led by AI and semiconductor stocks, as a 7.3% surge in Brent crude revived inflation fears and the Federal Reserve offered little guidance after holding rates steady. Nvidia dropped 3.6% and KLA sank 10.8%. After the bell, Microsoft surged about 9% on stronger-than-expected cloud and AI growth, while Meta fell 4.2% after profits missed forecasts.
Headlines
South Korean retail investors face forced liquidations and heavy losses after leveraged bets on Samsung and SK Hynix unwind in the AI stock sell-off. (Financial Times)
Microsoft tops estimates as Azure passes $100 billion annually and Microsoft 365 Copilot reaches 30 million paid seats. (Axios)
Microsoft signs more than $130 billion in new data center leases as it races to meet AI cloud demand. (Financial Times)
Meta says personal AI agents are its next big product push, even as investors punish its earnings miss and rising AI spending. (The Verge)
Samsung and SK Hynix post record results as AI memory demand booms, but investors worry about capex and Chinese chip competition. (AP)
FCC bans new foreign-made advanced robots, including many robot vacuums, in a China-focused national security move. (The Verge)
Arm forecasts stronger revenue as demand for energy-efficient AI data center chip designs keeps rising. (Reuters)
OpenAI brings Lilian Weng back after the Thinking Machines co-founder left Mira Murati’s startup citing health reasons. (TechCrunch)
Microsoft openly positions its own MAI models and AI agent platform as enterprise alternatives to deeper dependence on OpenAI and Anthropic. (TechCrunch)
Google launches Lyria 3.5 in Flow Music, upgrading its AI music model with better vocals, lyrics and creative controls. (Google Blog)
Waymo starts restoring freeway routes in Phoenix after software updates tied to construction-zone performance issues. (TechCrunch)
Your prompts are leaving out 80% of what you're thinking.
When you type a prompt, you summarize. When you speak one, you explain. Wispr Flow captures your full reasoning — constraints, edge cases, examples, tone — and turns it into clean, structured text you paste into ChatGPT, Claude, or any AI tool. The difference shows up immediately. More context in, fewer follow-ups out.
89% of messages sent with zero edits. Used by teams at OpenAI, Vercel, and Clay. Try Wispr Flow free — works on Mac, Windows, and iPhone.