Today's trail

Not Nvidia. Not Micron. After the chip sell-off, I'd buy this AI stock and hold it forever.

The market is shifting away from chip stocks, but that could create some great opportunities for investors.

Claude’s invisible text watermark now covers older models, and its help page describes no opt-out

Anthropic's November 3 release note adds Mythos 5, Opus 4.7 and Sonnet 4.6 to Claude's text watermark. Here is what it changes, where it fails and what to check.

The Chip Shortage Is Back, and Microchip Says AI Customers Are Crowding Everyone Out

Microchip beat its own forecast, yet the stock still got hammered. The CEO says AI buyers swept through supplier factories and shoved everyone else aside, and one fix could take six months. Is this a lasting problem or a timing glitch?

The Chip Shortage Is Back, and Microchip Says AI Customers Are Crowding Everyone Out

Microchip beat its own forecast, yet the stock still got hammered. The CEO says AI buyers swept through supplier factories and shoved everyone else aside, and one fix could take six months. Is this a lasting problem or a timing glitch?

Democrat shaping AI policy bought chip stocks despite backing congressional trading ban

Rep. Josh Gottheimer disclosed new AI-linked stock purchases months after voting for a congressional trading ban, as Democrats prepare to regulate the industry.

AI SDK 6.0.324 preserves tool disabling when SDK tools are absent

AI SDK 6.0.324 fixes empty-tool normalization. See the separate Perplexity package requirement, request checks and limits of the published tests.

[Weekend Summary] Nikkei Plunges 7.65% in AI Regulation Shock Week — US Jobs Report More Than Double Expectations; Focus Next Week on "Interest Rate Hikes"

Date | Closing Price | Daily Change | Quick Note ||------|------|--------|------------|| 11/3 (Mon, Holiday) | Closed | — | Culture Day. Blue Wave confirmed in US midterm elections || 11/4 (Tue) | 62,

Infisical Raises $40M to Secure AI Agent Credentials

Some parents are eager for AI agents to reduce their mental load, but the privacy risks are real.

Infisical Raises $40M to Secure AI Agent Credentials

The Decision Not to 'Release' AI. Who Decides What Is Safe? | Ai and Kenta's AI from Scratch Season 2, Episode 4

Even if a new AI is created, if it does not meet safety standards, its release is postponed. Who makes that decision, and what can be verified from the outside? In this fourth episode, we consider the decision not to 'release' an AI,