Jensen Huang is apparently grappling with the power of his own opinions, an indication that he's still adjusting to his new role as "the godfather of AI."
Why it matters: The Nvidia CEO unintentionally tanked quantum stocks in January after saying useful quantum computers could be decades away.
Boeing will spearhead development of the U.S. Air Force's futuristic fighter and drone coordinator, the F-47, following a secretive competition and fits and starts within the service.
Why it matters: The Next Generation Air Dominance (NGAD) effort is meant to succeed the F-22 and be a linchpin for collaborative combat aircraft (CCA). President Trump, the 47th president, claimed "the generals" picked the F-47 designation, calling it "a beautiful number."
Kyivstar, the Ukrainian mobile operator that just agreed to list on the Nasdaq via a reverse merger, has agreed to buy local ride-hail and delivery firm Uklon for $155 million.
Why it matters: This suggests some level of economic optimism for the besieged country, even as that giant minerals deal with the U.S. remains in limbo.
Chipmakers, cloud providers, energy producers and AI companies are all flooring the pedal on infrastructure spending to support an AI-driven world that doesn't yet exist.
Why it matters: Investors are placing hundred-billion-dollar bets that demand for AI is about to explode, while the technology has yet to persuasively demonstrate its mass consumer appeal or its business-efficiency benefits.
Apple has been hit with a federal lawsuit claiming that the company's promotion of now-delayed Apple Intelligence features constituted false advertising and unfair competition.
Why it matters: The suit is the latest fallout from the company's acknowledgment that key features, including an enhanced Siri, won't ship until far later than originally planned.
We've seen three giant financial deals in the past 24 hours, and they all have something in common: Ties to the Trump administration.
The big picture: This isn't to suggest coordination or impropriety, but rather that economic confidence grows stronger with greater proximity to political power.
Chip maker Nvidia, tech players including Microsoft and big energy companies hope to better harness AI to improve power sector operations.
Why it matters: AI's energy thirst gets tons of headlines, but AI also has the potential to make grids more efficient, help integrate new tech, and lower costs.
McDonald's is making a play for consumers who grew up on Happy Meals — and their kids — along with Minecraft fans.
Why it matters: New Minecraft Movie adult meals and kids' Happy Meals are the fast-food giant's latest attempt to bring consumers back after a drop in sales.
To fully appreciate President Trump's mesmerizing control over Republicans, consider their scant public dissent over ideas many of them privately disdain:
Support for Vladimir Putin.
Support for on-again, off-again tariffs, and a worsening economy.
Nvidia CEO Jensen Huang said in a Financial Times interview that the AI semiconductor giant will spend hundreds of billions of dollars on chips and other electronics manufactured in the U.S. over the next four years.
Why it matters: Nvidia — which surged last year to become one of the world's top most valuable companies amid the AI frenzy — is tilting its supply chain back from Asia in the face of tariff threats, the FT reports.
A sharp divide over AI engines' free use of copyrighted material has emerged as a key conflict among the firms and groups that recently flooded the White House with advice on its forthcoming "AI Action Plan."
Why it matters:Copyright infringement claims were among the first legal challenges following ChatGPT's launch, with multiple lawsuits now winding their way through the courts.
