AppLovin and Arm go head to head on AI, Shell expands its LNG bet in Canada, Apple pitches Macs for local AI, ASML's newest machines roll out slowly and ChargePoint climbs on federal data.
AppLovin sells AI ad tools that help apps earn money and Arm licenses the chip designs inside phones and servers, but AppLovin is growing faster. Watch AppLovin's push beyond gaming into wider consumer advertising.
Read More →Shell leads LNG Canada, which exports liquefied natural gas from British Columbia, and the partners approved a second phase on rising global demand. The payoff is long-dated, with the expansion not expected to operate until the early 2030s.
Read More →Apple is pitching upgraded Mac Minis and Mac Studios as machines that run AI locally, so buyers pay once instead of renting cloud computing. The test is business buyers, where Macs trail Windows and software support decides adoption.
Read More →ASML makes the machines that print chip circuits, and its newest High-NA systems draw finer lines but cost enough that chipmakers are adopting them slowly. Watch whether the machines pay off in production as adoption stretches toward 2030.
Read More →ChargePoint runs North America's largest EV charging network, and its shares rose after Energy Department data confirmed that lead. Next up is Express Solo, a fast charger built with Eaton that management expects to drive growth.
Read More →This newsletter is for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. Always conduct your own research and consult a licensed financial professional before making investment decisions.
