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CNBC Fast July 4, 2024

Google and apple in talks to use the ai engine in the iphone. Thats showing signs of life in the ai trade. Joe . This potentially reeignites the mag 7. Fundamentally this is interesting, and i am not sure who will be paying who in this scenario. Obviously we know they pay apple in terms of search. This is also a little bit puzzling to me for apple. Is this an admission maybe they could not bring forth their own ai or gemini ai fast enough, and then the regulatory risks for this as well. Clearly this is a significant positive for alphabet. I think its something that probably has been circulating for the last week, because alphabet has had a strong period. Apple had open talks about open ai in the bloomberg report. Maybe this is a look at apple and maybe they didnt have that ai together in time for the Worldwide Developers conference in june. Google is a default Search Engine< ....

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From Chips to Desktops, AI in Spotlight at Taiwan's Computex Expo

From Chips to Desktops, AI in Spotlight at Taiwan's Computex Expo
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Nvidia's Huang Leads Parade of CEOs to Taiwan's AI Tech Fest

Nvidia's Huang Leads Parade of CEOs to Taiwan's AI Tech Fest
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Nvidia CEO Jensen Huang leads US chip bosses to Taiwan's Computex tech expo, with AI in focus

Nvidia CEO Jensen Huang leads US chip bosses to Taiwan's Computex tech expo, with AI in focus
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US Lawmakers, Nvidia Boss Visit Taiwan After Chinese Drills

(Bloomberg) A bipartisan delegation of US lawmakers and Nvidia boss Jensen Huang arrived separately in Taiwan on Sunday, a day after China ended its biggest military exercise in a year around the island. Most Read from BloombergFed’s Favorite Underlying Inflation Gauge Is Seen CoolingSevere Turbulence Leaves 12 Injured on Qatar Airways FlightIndia’s Markets Brace for Selloff as Modi’s Poll Goals in DoubtIsraeli Military Proceeds Into Rafah Despite Court RulingSunak National Service Plan Faces ....

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