The Marked Chart Wire · Tech and AI
Netflix
Netflix engagement metrics reportedly falling
Internal figures indicate users are opening the app less often and watching fewer hours, raising doubts about future revenue potential.
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AI and chips
Analysts warn AI depreciation costs could hit $1 trillion by 2030
A report suggests Wall Street's recent profit surge is an accounting illusion, with a $1 trillion depreciation bill expected to come due by 2030.
AI-RAN
Supermicro and Nokia team up for edge AI infrastructure
The two firms will install NVIDIA hardware at the network edge. This setup lets carriers handle AI and wireless tasks on common systems.
Apple
Apple faces scrutiny over Thiel criticism and iPhone Duo demand
Investors are watching Apple closely amid Peter Thiel's public criticism and rising demand for the iPhone Duo. The company also faces questions regarding Nvidia's valuation and rumors of a touchscreen MacBook.
Rocket Lab
Rocket Lab delays Neutron rocket debut to 2027
Rocket Lab announced on Wednesday that the first launch of its Neutron rocket has been postponed to 2027.
Humanoid Robots
Schaeffler opens smart factory for robot actuators in China
Schaeffler inaugurated a new facility in Taicang, China, dedicated to mass-producing actuators for humanoid robots.
Meta AI
Meta announces stock split to support AI spending
Meta Platforms announced a stock split intended to help finance its artificial intelligence expenditures. The company's shares have risen 1,730 percent since its 2012 initial public offering.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.