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▶ 1:29 · $DEEPSEEK · NY’s Data Center Moratorium, Microsoft’s New Security AI Overhaul, The American AI Dividend Debate

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DeepSeek nears $500M run rate with 70-80% gross margins, targets Shanghai IPO

DeepSeek achieves software-like gross margins on AI inference through efficiency breakthroughs, enabling rapid revenue scaling on V4 model; raising $7.4B at escalating valuations…

$ASML···neutral· mediumjing yang

ASML seeks price hikes on EUV monopoly as AI chip demand surges, TSMC resists

ASML leverages its sole-supplier position in EUV lithography to raise prices on machines costing hundreds of millions each, driven by explosive AI-driven demand for advanced chip…

$MSFT···neutral· mediumaaron holmes

Microsoft overhauls security division to pivot toward AI-driven products amid slowing growth

New security chief Hayat Galant replaces senior leadership and cuts hundreds of roles to refocus on AI threat protection and AI-powered security tools, responding to revenue growt…

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