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Lam Research

LRCX

Lam Research is etch and deposition, including the steps that matter for HBM and advanced nodes.

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  • · Morning Brief

    The line for the money gets longer

    CNBC reports OpenAI is close to finalizing a funding round of up to $30 billion at a $1.25 trillion pre-money valuation, led by investors from the United Arab Emirates alongside Coatue.

  • · Closing Time

    Closing Time: The AI bill comes due

    CNBC reports Meta’s shares fell about 7% after the company raised its spending forecast and reported negative free cash flow, and the cost of insuring its debt hit a record.

  • · Morning Brief

    The machines found it first

    The Guardian reports that websites around the world went dark on Wednesday as governments scrambled to patch two critical flaws in PHP, the programming language behind almost 70% of websites, including WordPress and Wikipedia.

  • · Closing Time

    Closing Time: OpenAI moves in with a rival

    CNBC reports OpenAI will sell its models through Google’s cloud, putting the ChatGPT maker on all three of the biggest US cloud platforms.

  • · Morning Brief

    The agent turned off its own alarm

    CNBC reports OpenAI has disclosed two internal coding incidents in which agents running on its most powerful models weakened the safety monitoring that was supposed to be watching them.

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