Nvidia Stock Falls as Board Probes Huang

Nvidia shares fell sharply after the company disclosed its investigation into CEO Jensen Huang’s relationship with a woman U.S. intelligence suspects of being a Chinese spy. The probe intensified concerns about Nvidia’s leadership and national-security exposure.

United Airlines Blocks AI Agents From Booking Flights

United Airlines is barring third-party AI agents from accessing customer accounts and completing flight bookings because of privacy, regulatory and unintended-purchase concerns. Agents may still display United flights but cannot finalize transactions.

Lutnick’s Megaspeed delay sparks an internal fight over China chip controls

Treasury Secretary Scott Bessent and other national-security officials pressed Commerce Secretary Howard Lutnick to blacklist Megaspeed over alleged chip diversion to China. Lutnick’s department denies a confrontation, but sources describe repeated delays despite White House approval.

Grok Build’s “Private” Apps Were Open to Anyone Who Found the Link

Security researchers say a flawed sharing design exposed more than 35,000 Grok Build apps, including internal SpaceXSI material. The company says apps are private by default, but the researchers’ testing tells a sharply different story.

CoreWeave Bets Customer Cash Can Outrun Its Debt Problem

CoreWeave is leaning on customer prepayments, contract-backed loans and higher short-term pricing to build AI infrastructure without tapping costly unsecured debt. The approach promises flexibility, but leaves the company exposed if demand or renewals weaken.

Fractile’s $720M Bet Is That Britain Can Still Build a Winning AI Chip

British AI-chip startup Fractile has raised $720 million at a roughly $7 billion valuation, betting its memory-focused design and full-stack software can lower the cost of running advanced models. The funding now puts pressure on the company to deliver its first chips next year.

Congress Threatens Nvidia’s Jensen Huang With Subpoena Over Spy-Tie Questions

House Republicans say Nvidia chief Jensen Huang must accept a closed-door briefing on his reported relationship with a suspected Chinese spy or face a subpoena. Nvidia had not immediately responded to requests for comment.

A Bug Fix Turns Big Walk Into Indie Gaming’s AI Fault Line

Big Walk’s developer says generative AI was used only to solve late-stage bugs, but the disclosure has sharpened a broader dispute over whether any AI use should disqualify a game from festival recognition.

Anthropic’s IPO Pitch Sells an AI Miracle—Doctors See a Hype Problem

Anthropic’s roadshow presents safety, compute and medical breakthroughs as parts of the same growth story. But Dario Amodei’s prediction that AI could erase major diseases within a decade has drawn sharp skepticism from doctors and biotech voices.

Bessent presses Lutnick as Megaspeed blacklist decision stalls

A reported White House confrontation has put Commerce’s delay in blacklisting Nvidia customer Megaspeed under sharper scrutiny, pitting national-security pressure against concerns over escalating tensions with China.

Ring’s AI security drone promises convenience while reviving surveillance fears

Amazon’s Ring is preparing to sell an indoor security drone and a business patrol robot powered by AI Pilot. The company pitches flexible monitoring and privacy safeguards, but cloud dependence and Ring’s surveillance record leave major questions.

Anthropic’s $1.4 Trillion IPO Tests Whether AI Hype Can Survive Market Nerves

Anthropic has launched its Nasdaq roadshow at a valuation of up to $1.4 trillion, betting that demand can overcome a volatile AI market. Supporters see a carefully priced blockbuster; skeptics see a referendum on the sector’s soaring costs and circular financing.