CNBC Tech - Gaming

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1. The AI trade cooled and oil sank. A closer look at Wall Street's volatile week

   Micron finished the week in the red despite a blockbuster earnings report. But falling oil prices was good news for the fight against inflation.

2. Alphabet burnishes one of its best weapons in the battle for AI supremacy

   The Google parent's homegrown silicon is a big advantage in the AI compute race.

3. The memory shortage shaking Apple and Microsoft is 'existential crisis' for smaller players

   While Apple and Microsoft raise prices on key devices to help cover the soaring costs of memory, smaller consumer electronics companies are in dire straits.

4. How GE Vernova builds the massive gas turbines powering the AI data center boom

   GE Vernova turbines are powering Elon Musk's xAI Colossus 1 data center and Microsoft just bought seven to power its data center in Texas.

5. Trump admin allows Anthropic to release Mythos AI model to some companies, government agencies

   Anthropic disabled access to its Fable 5 and Mythos 5 models to comply with a government export control directive citing "national security authorities."

6. China's Zhipu is closing in on top U.S. AI models with Anthropic and OpenAI held back

   Zhipu's GLM 5.2 shows the AI fight is shifting to who delivers the most intelligence per dollar, making open source suddenly a real contender.

7. Oracle stock has worst week since 2001 dot-com bust as AI financing concerns escalate

   Oracle's surging spending, negative free cash flow and $130 billion debt pile are weighing on the stock.

8. Meta's flurry of AI initiatives this month hasn't helped lift the stock. What will?

   Meta has to justify its AI spending to unlock the struggling stock.

9. OpenAI limits new AI models to 'trusted partners' at request of U.S. government

   OpenAI said it previewed the new models' capabilities with the government ahead of the launch.

10. Trump threatens 100% tariffs on countries putting 'Digital Services Tax on American Companies'

    "This TARIFF will supersede Trade Deals made with the Country, whether implemented, signed, or not," President Donald Trump wrote in a Truth Social post.