Lingyi iTech, Lens Technology, and Foxconn are repurposing smartphone factories for humanoid robots. Morgan Stanley doubled its 2026 China forecast to 28,000 units.

Apple ended its net cash neutral policy after Q2 earnings of $111.2 billion. Incoming CEO Ternus will have flexibility to invest rather than return all cash to shareholders.

Alphabet's market cap hit $4.6 trillion after Q1 earnings surged 22%. Google Cloud grew 63%. Nvidia fell 6%. The gap is $200 billion and shrinking.

Tesla, Honda, BMW, Volvo, Hyundai, and Kia have all pulled EVs from the US market in 2026. The cause is not the technology. It is the trade policy.

Foreign automakers' early 2026 market share gains in China reflect a subsidy hangover, not a comeback. The technology gap has reversed.

Joby completed the first eVTOL flights across NYC's heliport network. FAA Stage 4 is cleared. Commercial launch is targeted for late 2026.

Two Chinese courts ruled that AI adoption is a business choice, not grounds for termination. The US and EU have no equivalent protection. The gap is deliberate.

OpenAI president Greg Brockman said AI is now writing roughly 80% of the company’s code at Sequoia’s AI Ascent 2026.

Oracle’s stock has fallen 50% from its September high despite 41 of 51 Wall Street analysts rating it a buy with 43% implied upside. The disconnect centres on Oracle’s $300 billion Stargate deal with ...

ByteDance's drug unit showed an AI-designed IL-17 inhibitor at a Boston conference. The molecule targets interactions pharma called undruggable. Only trials will tell.

GameStop is preparing a bid for eBay. CEO Ryan Cohen is quietly building a stake in the $46bn marketplace as he chases a $100bn company valuation.

Cerebras is targeting up to $4bn at a $40bn valuation in its Nasdaq IPO, backed by a $10bn OpenAI compute deal and CFIUS clearance.