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Both companies are seeing “significant capacity constraints” for graphics processing units, or GPUs, which are essential for training and inferencing generative AI models, analysts at Morgan Stanley (MS) said in a note highlighting takeaways from the firm’s Tech, Media & Telecom 2025 conference.
China’s antitrust watchdog is reportedly eyeing a formal probe into Apple’s (AAPL) fees for app developers, giving CEO Tim Cook another problem to worry about as the U.S.’ trade war with Beijing kicks off.
After a series of three cuts toward the end of 2024, the Fed’s likely decision to hold steady reflects its cautious approach amid economic uncertainties and a landscape influenced by previous fiscal and monetary policies.
Musk, who has also launched a pro-Trump super political action committee, in July said getting rid of the tax credits “probably actually helps Tesla” in the long term because its rivals — who control much less of the market — would be hindered.”