WS #10636
Micron's record quarter and Qualcomm's data center chip targets drive semiconductor bullishness, with multiple sources corroborating the AI-driven demand narrative. Anthropic formally accuses Alibaba of the largest known AI distillation attack, escalating US-China tech tensions and posing regulatory risk for BABA.
Semiconductor Surge on Micron/Qualcomm
Micron's record quarter and Qualcomm's data center chip targets drive semiconductor bullishness, with multiple sources corroborating the AI-driven demand narrative.
Anthropic formally accuses Alibaba of the largest known AI distillation attack, escalating US-China tech tensions and posing regulatory risk for BABA.