Today's trail

Super Micro Stock Surges on Strong AI Demand. Why Chip Investors Remain Cautious.

Super Micro assembles servers and data-center systems around chips from suppliers including Nvidia and Advanced Micro Devices.

Anthropic pitches AI safety bill that may block a model if 50+ people could be killed

The proposed policy seems to offer protections against AI run amok but actually forbids federal agencies from blocking a model's release without the permission of a judge.

Anthropic logged net loss of over US$80 billion in first half of 2026: Report

Anthropic logged net loss of over US$80 billion in first half of 2026, with revenue rising as IPO valuation comes under scrutiny. Read more at straitstimes.com.

Nvidia, Google, Intel and Anthropic lobbied against AI chip export restrictions in Q3

Nvidia, Google, Intel and Anthropic lobbied in Q3 2026 against AI chip export restrictions tied to the Senate's NDAA, per Punchbowl News.

Busan Picks 749 Entrants for National Startup Audition

ASML Just Announced Fantastic News for Investors in AI Stocks

Now, let's consider the fantastic news that ASML recently delivered to investors. The company, as it reported earnings last week, said some of its customers are interested in placing orders as far out as 2030. And this is based on their visibility into chip demand.