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The Marked Chart Wire · Tech and AI
AI and chips
Stock declines and rising credit default swap spreads indicate mounting pressure on neoclouds. Solidigm reportedly withdrew its IPO filing, setting the stage for upcoming hyperscaler earnings.
Humanoid Robots
Schaeffler inaugurated a new facility in Taicang, China, dedicated to mass-producing actuators for humanoid robots.
Meta AI
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.
HotAI Power
Bloom Energy stock has gained more than 150 percent in 2026. An analyst suggests the company is positioned to benefit from power constraints in the AI sector.
Anthropic
The AI company reported first-half 2026 revenue of $16.3 billion, a sharp increase from $1.1 billion in the same period last year. The firm noted significant spending on compute resources alongside the growth.
Block AI
The company revealed a model that processes audio directly without text conversion. It was trained on human dialogue using a single NVIDIA hardware unit.
OpenAI Litigation
Texas Attorney General Ken Paxton filed a lawsuit alleging OpenAI misled users about ChatGPT risks. The state seeks to ban minor access and requires third-party approval for new models.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.