Финансы

AI Stock Frenzy: Tesla’s $16.5B Chip Pact, OpenAI’s $40B Bet Spark Market Moves

Искусственный интеллект на бирже: чиповый контракт Tesla на $16,5 млрд и ставка OpenAI в $40 млрд взбудоражили рынок

Tesla подписала контракт с Samsung на производство чипов искусственного интеллекта AI6 на сумму 16,5 млрд долларов, с новой фабрикой в Тейлоре, Техас, и производство AI6 ожидается примерно в 2027–2028 годах, поскольку AI5 не будет выпускаться до конца 2026 года. OpenAI привлекает до
30 июля, 2025

Technology News

  • Massachusetts Debates iGaming Expansion as Regulators Weigh Addiction Risks and Revenue
    November 23, 2025, 2:48 AM EST. At a parliamentary hearing, former Lowell state representative David Nangle testified against proposed internet gaming (iGaming) legislation, warning that legalizing online casino gambling could fuel addiction. Nangle, who served prison time on campaign-finance and debt-related charges, argued that iGaming is not progress but a gateway to harm. Lawmakers, including Rep. David Muradian Jr., introduced H 4431 to regulate internet gambling, allowing the state's three casinos-Plainridge Park, MGM Springfield, and Encore Boston Harbor-to offer up to three online brands or skins apiece under the purview of the Massachusetts Gaming Commission. The bill would set age limits, geolocation, and verification requirements to bring online gambling out of the shadows. Meanwhile, the state's iLottery efforts and ongoing policy debate leave questions about how far to expand gaming and whether new revenue would offset costs without raising taxes.
  • Black Friday Week Deals: Galaxy Watch 8 from $280, Z Fold 7 $400 Off, Nothing Headphone at New Low
    November 23, 2025, 2:46 AM EST. Samsung's Black Friday week drops bring Galaxy Watch 8 starting at $280, Galaxy Z Fold 7 slashed by $400, and Galaxy S25 Ultra down $350. Prices reflect some of the lowest straight cash discounts since release, with each model widely available from Samsung and retailers. The OnePlus sale follows with up to $200 off phones and other gear like Watch 3 (43mm) and Buds Pro 3, plus Pad 3 at $120 off. Google's Pixel deals surface: Pixel Watch 4 up to $100 off and Pixel 10/10 Pro up to $300 off. The Nothing Headphone (1) hits a new low, and many Samsung monitors see as much as 52% off. Check the listings for availability and eligibility.
  • What to Know About Trump's Plan to Block State AI Regulations
    November 23, 2025, 2:44 AM EST. President Donald Trump is exploring an executive order to pressure states to stop regulating AI and to withhold federal funding or sue to block state laws. The draft order would spur a lighter, nationwide framework to override state AI rules. Some in Congress seek a temporary block on state AI laws. Proponents say current state regulations risk stifling innovation and could lag behind rapid tech advances. Critics warn it would shield big AI firms from scrutiny and undermine civil liberties, data privacy, and consumer protections. So far, Colorado, California, Utah, and Texas have enacted targeted AI measures on transparency and risk assessments; other rules ban deepfakes in elections or govern government use of AI. The draft order is not final.
  • Michael Burry Claims Nvidia Buybacks Added Zero Shareholder Value
    November 23, 2025, 2:42 AM EST. Investor Michael Burry questions Nvidia's capital allocation, arguing that roughly $112.5 billion in stock buybacks since 2018 produced little to no shareholder value. In a post on X, he notes Nvidia's rising share count and about $20.5 billion in stock-based compensation (SBC) since 2018, suggesting buybacks mainly offset SBC dilution. He contends the true cost is reflected in diminished owner's earnings. Nvidia, meanwhile, reports a booming period of AI-driven demand, with $57 billion quarterly revenue and expectations of hundreds of billions in revenue from Blackwell and Rubin GPUs, and continued buybacks per guidance. CFO Colette Kress emphasizes a strong balance sheet, while CEO Jensen Huang cites ecosystem investments (OpenAI, Anthropic) and CUDA expansion. Nvidia stock has outperformed broader markets and remains a core AI leader.
  • Why You Should Refrain From Buying AI Toys for Kids This Christmas
    November 23, 2025, 2:40 AM EST. Advocacy group Fairplay warns that AI toys can undermine child development and raise safety risks, urging parents not to gift them this season. Many toys feature embedded AI chatbots (often powered by OpenAI's ChatGPT), and partnerships with toy makers like Curio, Loona, and Mattel amplify exposure. Critics note that even with safeguards, chatbots can be misused or provide harmful content; tests by U.S. PIRG found toys sometimes engage in explicit conversations or emotional manipulation. High-profile incidents, including reports around Grok and a teen's interaction with ChatGPT, underscore ongoing safety concerns. With evolving guardrails and uncertain outcomes, the guidance is to avoid AI-enabled toys for kids and keep consumer tech on the shelf.