热门科技推文——2026年7月25日

今日科技动态：随着英伟达和微软警告应避免限制性监管，人工智能行业领袖纷纷表态支持开放权重模型。Anthropic 的 Claude Opus 5 凭借出色的性价比和应用构建能力提升，受到开发者广泛关注；与此同时，OpenAI 将语音控制的智能体工作流引入桌面端。新一代智能体模型着重提升推理效率和自我纠错能力，Midjourney 则在探索面向叙事的视频技术。此外，初创企业和大型企业正积极谋划广泛采用人工智能智能体；据报道，谷歌已获得重要的数据中心连接资源；AMD 持续扩展的人工智能发展路线图也再度赢得分析师信心。

1. firstadopter (Group Score: 3691.8 | Individual: 64.0)

Cluster: 123 tweets | Engagement: 1728 (Avg: 110) | Type: Tech

I'm told this is the real Jensen Huang. Give him a follow, folks!\n\nQT @JensenHuang: For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

See 122 related tweets

@StockMKTNewz: NVIDIA $NVDA CEO JENSEN HUANG JUST MADE HIS FIRST POST ON X 👀

@JensenHuang\n\nQT @JensenHuang: For ...

@NVIDIAAI: RT @JensenHuang: For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

...

@jack: excellent\n\nQT @JensenHuang: For my first post, I’m sharing a letter @NVIDIA signed on why open mod...
@TrungTPhan: live footage of Jensen joining X and sharing his first post (on open-weight AI models): https://t.co...
@latkins: Easiest co-signature of my life.

The case for open-weight models extends far beyond a small group o...

2. heyrobinai (Group Score: 1393.4 | Individual: 57.0)

Cluster: 51 tweets | Engagement: 11440 (Avg: 601) | Type: Tech

RT @claudeai: Introducing Claude Opus 5.

It's a thoughtful and proactive model that comes close to the frontier intelligence of Fable 5 at half the price. https://t.co/GQWhcq2CQL

See 50 related tweets

@AISafetyMemes: Good lord. https://t.co/f7oy7OUVyk\n\nQT @claudeai: Introducing Claude Opus 5.

It's a thoughtful an...

@AISafetyMemes: Tick tock https://t.co/ZNgMfmjjhO\n\nQT @claudeai: Introducing Claude Opus 5.

It's a thoughtful and...

@AlexFinn: I was wrong. I said Opus 5 would be as good as Fable 5.

It’s somehow even better. And oh yeah, it’s...

@kimmonismus: HERE WE GO: OPUS 5

And it outperforms Fable 5 almost on all evals!! Holy cow!!\n\nQT @claudeai: Int...

@testingcatalog: BREAKING 🔥: Anthropic released Claude Opus 5 that performs on par with Fable 5 at half of the price!...

3. 0xSero (Group Score: 383.2 | Individual: 46.6)

Cluster: 19 tweets | Engagement: 2944 (Avg: 150) | Type: Tech

RT @satyanadella: Open-weight models are essential to a healthy AI ecosystem. Together with others across our industry, we are outlining a path for open-weight models to strengthen American competitiveness and expand economic opportunity, while protecting national security. https://t.co/Tr0sAzAxTD https://t.co/opMwEbtpoq

See 18 related tweets

@levie: Very happy to have Box sign this letter. We’re big believers in the power of open weights AI.

Open ...

@richardczl: 100%\n\nQT @bhorowitz: America’s software leadership was built on openness. We have the same opportu...
@arena: At Arena, we are excited to support a healthy American OSS AI ecosystem. Competition and open progre...
@a16z: RT @bhorowitz: America’s software leadership was built on openness. We have the same opportunity in ...
@Mayhem4Markets: Satya Nadella, CEO of Microsoft, echoes the call for keeping open-weight AI models freely available....

4. firstadopter (Group Score: 315.2 | Individual: 49.7)

Cluster: 15 tweets | Engagement: 1583 (Avg: 110) | Type: Tech

Wow. Nvidia is seriously concerned Washington D.C. is going to overregulate and restrict open source/open weight models.

"Today, NVIDIA released a letter with ecosystem partners, including Microsoft, Palantir, ServiceNow, Box and others, underscoring how critical open-source models are to U.S. competitiveness and U.S. leadership on AI."

"Policymakers have an important opportunity to act .. keeping the frontier plural by avoiding premature restrictions on open models that stifle competition or drive innovation overseas."

See 14 related tweets

@CNBC: Nvidia, Microsoft, Meta, Palantir and more than 20 other companies released a letter on Friday urgin...
@moneycontrolcom: #Business | Nvidia, Microsoft lead call for open-weight AI models after Kimi
Nvidia, Microsoft le...
@ns123abc: 🚨OpenAI, the company with "Open" in the name, didn't sign the NVIDIA open weights letter

Instead, t...

@BrianRoemmele: RT @BrianRoemmele: Wow.

NVIDIA just dropped the clearest, strongest letter yet on open-weight model...

@Dan_Jeffries1: NVIDIA, Palantir, Replit, Microsoft, Crowdstrike, Dell and others send a strong message to congress ...

5. VaibhavSisinty (Group Score: 248.7 | Individual: 36.6)

Cluster: 9 tweets | Engagement: 97 (Avg: 239) | Type: Tech

Anthropic just dropped Opus 5. And this might be the most important model release of the year. 🤯

Not because it's the smartest model alive. Fable 5 and Mythos are still ahead on raw intelligence.

But because of what it does for the price.

Opus 5 performs within 0.5% of Fable 5 on coding benchmarks. At half the cost per task.

On ARC-AGI 3 where models have to solve problems they've never seen before Opus 5 scores 3x higher than the next best model. Three times.

On business automation tasks, even at its lowest effort setting, Opus 5 passes more tasks than any other model at max effort.

But here's the story that got me.

Anthropic gave Opus 5 a drawing of a machine part and asked it to recreate it as a 3D model. But they intentionally gave it no way to view the drawing.

So Opus 5 built its own computer vision pipeline from scratch. Pulled the geometry from raw pixels. Reconstructed the full part. Repeatedly. No other model could solve it after five attempts.

It didn't ask for help. It didn't say "I can't view this file." It built the tool it needed and finished the job.

Same price as Opus 4.8. $5 input,$ 25 output per million tokens. Available right now on all paid plans.

And somehow it's also their most aligned model ever. Lowest deceptive behavior. Strongest adherence to their constitution. Better safety scores than Fable 5.

Smarter. Cheaper. Safer. That's not supposed to happen at the same time.\n\nQT @claudeai: Introducing Claude Opus 5.

It's a thoughtful and proactive model that comes close to the frontier intelligence of Fable 5 at half the price. https://t.co/GQWhcq2CQL

See 8 related tweets

@levie: Claude Opus 5 is out now, and it's a huge jump over Opus 4.8 on a wide number of capabilities.

At ...

@mark_k: Claude Opus 5 is here, and @AnthropicAI is positioning it as the new workhorse for serious coding, a...
@kimmonismus: Insane: Anthropic just launched Claude Opus 5: near-frontier intelligence at roughly half the cost p...
@Teknium: Claude Opus 5 is now available in Hermes Agent through Nous Portal, OpenRouter, and Anthropic Direct...
@jerryjliu0: An interesting thing I'm observing from the blog/system card is that on a good chunk of the reported...

6. PaulSolt (Group Score: 218.7 | Individual: 50.4)

Cluster: 11 tweets | Engagement: 2154 (Avg: 37) | Type: Tech

RT @OpenAI: ChatGPT Voice is now in the desktop app.

Control your computer and direct multiple agents running in ChatGPT Work or Codex, using just your voice.

It's powered by GPT-Live, so it can speak, listen, and coordinate work in the app at the same time.

Rolling out globally today on macOS and Windows to Plus, Pro, Business, Edu, and Enterprise plans.

See 10 related tweets

@milesdeutscher: Speaking to ChatGPT is the best prompt engineering hack that exists.

I'm convinced it's the only wa...

@WesRoth: OpenAI just turned ChatGPT Voice into a control system for your computer...

ChatGPT Voice is now av...

@minchoi: Codex just got real time voice mode.

Talk to your coding agents like coworkers.

Talk to them. Inte...

@carlosdponx: Oh hey! they did the thing!\n\nQT @OpenAI: ChatGPT Voice is now in the desktop app.

Control your co...

@ferologics: nice rage bait xd\n\nQT @OpenAI: ChatGPT Voice is now in the desktop app.

Control your computer and...

7. Lovable (Group Score: 217.5 | Individual: 35.7)

Cluster: 10 tweets | Engagement: 258 (Avg: 84) | Type: Tech

Claude Opus 5 is now available in Lovable.

We pushed it hardest on the thing builders care about most: shipping complete, working apps.

It's the top performer in its family, up 22% over Claude Opus 4.7 on our most demanding coding tasks, with the highest finished-app quality we've measured and noticeably less variance run to run.

See 9 related tweets

@TeksEdge: Early signs that Opus 5 has been added to Claude Code and still expected to release today.\n\nQT @Wa...
@AiBattle_: Claude Opus 5 has been spotted in the latest Claude Code version. Release seem to be close\n\nQT @ch...
@code: 📣 Claude Opus 5 is now rolling out in @code. Give it a try!

https://t.co/qser7YO1Si https://t.co/Rr...

@ivanhzhao: We have been testing internally. Opus 5 is a true workhorse, excellent for writing, same day deliver...
@amazon: RT @mattsgarman: Claude Opus 5 is now on Amazon Bedrock. Built for coding and long-running agents, w...

8. dani_avila7 (Group Score: 203.0 | Individual: 27.1)

Cluster: 11 tweets | Engagement: 20 (Avg: 58) | Type: Tech

Thanks Opus 5… there goes my weekend

Time to put it through its paces with the Skills and Workflows I’ve already built

I’m going to see how far I can push it https://t.co/vkAOHNM0p2\n\nQT @claudeai: On several coding and knowledge work evaluations, Opus 5 is the new state-of-the-art: https://t.co/Cl3fDxM0gP

See 10 related tweets

@zephyr_z9: Pretty good They are distilling hard from the Mythos base https://t.co/kuOtjNbtqu\n\nQT @claudeai: O...
@trevin: Opus 5 breaks Compound Engineering. We're improving it and giving you a new skill ce-tune to help ...
@scaling01: RT @claudeai: On several coding and knowledge work evaluations, Opus 5 is the new state-of-the-art: ...
@github: 📣 @AnthropicAI's Claude Opus 5 is now available and rolling out in GitHub Copilot.

Early testing sh...

@ivanfioravanti: Outside of coding Opus 5 rocks. I throw at it a very complex set of documents and i has been able to...

9. HarryStebbings (Group Score: 201.4 | Individual: 34.8)

Cluster: 7 tweets | Engagement: 81 (Avg: 106) | Type: Tech

The billion-dollar question hanging over OpenAI and Anthropic

"The billion-dollar question is whether these two foundation models can maintain their growth trajectory , which is starting to become profitable, at least for Anthropic , in the face of all this open-weight competition.

If they can hold it for even another one or two years, everything's fine.

But when your 80% customer slows down, all bets are off." @rodriscoll\n\nQT @HarryStebbings: 1.⁠ ⁠Should Chinese open models be banned? 2.⁠ ⁠⁠Will Anthropic and OpenAI hit their targets in 2027?

These are honestly the two biggest questions right now that we discuss in the only show you need to listen to every week with @jasonlk and @rodriscoll

My notes below:

Why the 10x Price Cut of Chinese Open Models Is an Enterprise Security Trap

Chinese open models like Kimi and Qwen are driving the search for cheaper intelligence. A 10x cost cut has pushed regulated enterprises to run more error-catching supervisor models, increasing token usage by 2.5x. But it also creates unprovable data export and leakage risks, leaving CIOs with a painful tradeoff between cost and security.

Why the Low-Cost, Open-Weight LLM Layer Is a Brutal Margin Trap for US Startups

Massive valuations for Chinese open-weight models raise a hard question: is low-cost AI a good standalone business? US giants have left a vacuum for much cheaper intelligence, but much of the advantage comes from distillation, which faces legal hurdles in the US. That leaves providers exposed to brutal margin compression.

Why Turning Down a $6BN Acquisition Offer Is a Sucker Bet for Most Founders

OpenRouter leaking sale talks at a $5 billion to$ 6 billion valuation is savvy as Ramp, Databricks, and others launch competing routing features. Private liquidity windows are rare, and exiting before a feature becomes commoditized is often optimal. Turning down life-changing cash only makes sense if a founder is certain they can build a 10x larger company.

Why Hypergrowth Inference Providers Must Vertically Integrate to Survive the CapEx Wars

Fireworks hitting a $17.5 billion valuation shows the best AI investments are still in infrastructure. Massive developer demand has turned low-margin compute brokering into a strong business with mid-30s gross margins. To avoid commodification, hypergrowth inference providers must vertically integrate into their own data centers.

Why the Entire US Stock Market Is Held Hostage by the 2026 AI Growth Rate

The tech ecosystem and hyperscaler CapEx trajectory depend on OpenAI and Anthropic’s growth rates into 2026. Frontier models face pricing pressure from cheap open-weight alternatives but remain trapped by real inference costs and massive training investments. If growth slows or forced price cuts erode margins, the market dislocation could be severe.

Why Stripe Swallowing PayPal Is a High-Stakes Bet on Legacy Tech Rationalization

Stripe partnering with Advent to take PayPal private would show how attractive late-stage scale has become for capital deployment. While absorbing a legacy giant growing at 7% could slow Stripe’s standalone growth, it would instantly expand its processing footprint. The deal would mark a historic passing of the torch from legacy payments to the modern upstart.

See 6 related tweets

@HarryStebbings: Why 10x growth is the only thing holding the model economics together

"There are real costs to serv...

@HarryStebbings: Why late-stage growth has been the best place to make money in AI

"On an absolute basis these compa...

@HarryStebbings: Why the only number that matters in 2026 is the OpenAI and Anthropic growth rate

"Nvidia got a mass...

@MelvinInvests: RT @MelvinInvests: Jensen Huang just exposed the one thing that could kill NVIDIA's empire, and he's...
@firstadopter: Friends, don't count out the USA. Frontier AI model capabilities are going to grow exponentially ove...

10. natlungfy (Group Score: 196.7 | Individual: 35.5)

Cluster: 7 tweets | Engagement: 40 (Avg: 13) | Type: Tech

More tidbits from interview: Midjourney is working on a new AI video model, per @DavidSHolz. Future AI video tools/apps from Midjourney will focus on storytelling, as opposed to a one-shot, TikTok-style video generator like OpenAI's now-defunct Sora app, he said.

Also learnt that Co-Star is considering going into the online dating space 👀\n\nQT @natlungfy: Exclusive: AI startup @midjourney has bought astrology app Co-Star and is planning to launch its first image-generation app. These are part of new software initiatives teased during the surprise medical scanner announcement last month.

Thanks to @DavidSHolz and @banu__guler for the conversation!

https://t.co/WWH5Vo0Kd8

See 6 related tweets

@natlungfy: All of Co-Star’s two dozen employees have joined Midjourney, including founder Banu Guler, who now h...
@MTSlive: SITUATION EXPLAINED: MidJourney is acquiring Co-Star.

• Banu Guler, founder of the astrology app Co...

@natlungfy: Exclusive: AI startup @midjourney has bought astrology app Co-Star and is planning to launch its fir...
@Techmeme: Midjourney bought astrology app Co-Star, which uses AI to offer personalized advice, in the spring a...
@TechCrunch: Midjourney acquired the astrology app Co-Star https://t.co/rz8HKqS70y...

11. sairahul1 (Group Score: 183.2 | Individual: 60.0)

Cluster: 5 tweets | Engagement: 1192 (Avg: 112) | Type: Tech

RT @sairahul1: This is nuts.

Mark Cuban just said something every young person should hear.

AI agents are going to run through every small and mid-size business in the country.

Not a single one of those owners will know how to build them.

His advice: learn Claude. Learn agentic workflows. Just learn AI and how it works.

Then go to these businesses and help them — because they won't know how to do any of this.

They have money to spend. They have deep problems.

They don't have you.

But first you need to know how to build agents.

This is the complete course ↓

Bookmark this. This is the opportunity.

See 4 related tweets

@sairahul1: RT @sairahul1: Eric Schmidt, ex-CEO of Google:

"If you really want to make money, found an agentic ...

@sairahul1: RT @sairahul1: I still believe this is the best repo to learn about ai agents HANDS ON.

It focuses...

@EHuanglu: this is the closest I’ve seen to an actual AI company

AI agents can source creators, negotiate deal...

@ManningBooks: AI agents are becoming part of modern software. Understanding how to build and use them well is quic...

12. NielsRogge (Group Score: 179.4 | Individual: 40.6)

Cluster: 5 tweets | Engagement: 370 (Avg: 90) | Type: Tech

RT @AntLingAGI: Today, we’re releasing Ling-3.0-flash—a hybrid-reasoning MoE model built for production-scale agents.

124B parameters. Just 5.1B active per token.

With 1/8 of the total and 1/12 of the active parameters, it matches or beats our 1T flagship model on most benchmarks shown. https://t.co/QdPVd2f6pw

See 4 related tweets

@vllm_project: Congratulations to the Ling team @AntLingAGI on the release of Ling-3.0-flash! 🎉 A 124B MoE model ac...
@FellMentKE: This feels like one of those launches where the implementation details are just as interesting as th...
@sheriyuo: Nice results across diverse tasks with Ling-3.0-Flash 👀

It's a great example of how compact executi...

@RoundtableSpace: Another day another model dropped

Today, Ant group released Ling-3.0-flash

A hybrid-reasoning MoE ...

13. wallstengine (Group Score: 177.6 | Individual: 31.6)

Cluster: 8 tweets | Engagement: 115 (Avg: 157) | Type: Tech

$GOOGL SIGNS$ 1 BILLION+ DATA CENTER FIBER DEAL WITH VERIZON

Verizon $VZ has secured a deal worth more than$ 1 billion to provide dark fiber connectivity for Google data centers.

Dark fiber gives Google dedicated network capacity that it can operate with its own equipment.

Verizon CEO Dan Schulman said more agreements are expected by year-end. Combined, those deals could generate multiple billions of dollars in revenue over the next several years.

See 7 related tweets

@coinbureau: 🚨JUST IN: Verizon secures a Google deal worth more than $1 billion to provide dark fiber connectivit...
@coinbureau: ⚡️TODAY: Verizon reports EPS of $1.30, beating estimates by$ 0.03, while revenue of $34.3 billion mi...
@StockSavvyShay: $GOOGL and$ VZ sign a deal worth more than $1B to provide dark-fiber connectivity for Google’s data ...
@StockMKTNewz: Google $GOOGL and Verizon$ VZ just signed a $1 Billion agreement for

"Data Center Infrastructure, ...

@WatcherGuru: JUST IN: Verizon $VZ signs a$ 1 billion deal with Google $GOOGL for data center infrastructure. http...

14. wallstengine (Group Score: 167.6 | Individual: 36.7)

Cluster: 6 tweets | Engagement: 199 (Avg: 157) | Type: Tech

Jefferies Raises $AMD PT to$ 640 from $515 - Buy

Analyst comments: "AMD’s Advancing AI Day delivered on all fronts, with clear leadership in servers, while AI has become much more real with two additional key customers and a roadmap that potentially puts AMD ahead of $NVDA.

Helios will begin ramping in September, with AI revenue likely well ahead of our $26 billion estimate next year. Our build points to$ 80–90 billion in calendar 2028, versus our prior $36 billion estimate, assuming multiple gigawatt deployments across the four lead customers.

Both Anthropic and OpenAI discussed a rapid ramp-up of Helios, and the newly introduced ROCm .AI should make that process even easier. AMD matched NVDA in forecasting a $200 billion-plus server market spread across three tiers: headnode, agentic, and general-purpose servers, with agentic approaching 50% of the total addressable market in the out years.

Venice is ramping later this year and puts AMD even further ahead of INTC and ARM competitors. AMD did not commit to a share target beyond saying it would be greater than 50%, but we see upside to $50 billion by calendar 2028, versus our$ 36 billion estimate.

Overall, there were no major surprises from the day, but rather a consistent message of product leadership in servers and an argument that AMD is closing the gap in AI."

Analyst: Blayne Curtis

See 5 related tweets

@amitisinvesting: A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Here's a full recap:

Tesla $TSLA was down 1...

@StockMKTNewz: Jefferies today raised its price target on $AMD up to$ 640 from $515 while maintaining its Buy ratin...
@wallstengine: UBS Raises $AMD PT to$ 730 from $700 - Buy

Analyst comments: "EPS could approach $30 by CY28. We b...

@wallstengine: UBS Upgrades $AMKR to Buy from Neutral, Raises PT to$ 90 from $80

Analyst comments: "We upgrade Amk...

@danielnewmanUV: RT @danielnewmanUV: $AMD expects the AI accelerator market to hit$ 1.4 trillion by 2030. We see a s...

15. FellMentKE (Group Score: 151.8 | Individual: 33.0)

Cluster: 5 tweets | Engagement: 96 (Avg: 113) | Type: Tech

LLaDA 2.2 demonstrates that block parallel decoding was never the bottleneck for agents, error accumulation was.

By rebuilding the reflex for self correction, the team has created a workable agent engine.

This is a serious step forward for the entire diffusion model research community.\n\nQT @ant_oss: 🚀 Meet LLaDA2.2-flash — the first agent-oriented MoE Diffusion LLM. Levenshtein editing—deletion, insertion, and substitution—enables self-correction during decoding. A more elegant solution to model collapse than forcing diffusion back into left-to-order generation.

Performance: ⚡ 703.82 TPS on BFCL-V4 function calling 519.0 TPS on SWE-bench Verified coding ⚡ 1.64x BF16 throughput vs autoregressive models

Built for high-throughput, low-latency AI agents. 🔗 GitHub: https://t.co/3TJUYNSLdT 🤗 Hugging Face: https://t.co/8OrHXBiGp2 📄 Technical Report:https://t.co/liV6nOk8YU #LLaDA #OpenSource #DiffusionLLM #AIAgents

See 4 related tweets

@TeksEdge: 📢The world’s first large-scale agentic diffusion model has been released by InclusionAI.

👀Autoregre...

@ai_explorer25: In normal-person terms: the model writes in chunks instead of word by word. Before, if a chunk came...
@TheoBuildsAI: I appreciate that they openly discuss the weaknesses too. Seeing limitations explained clearly alway...
@TheoBuildsAI: RT @ant_oss: 🚀 Meet LLaDA2.2-flash — the first agent-oriented MoE Diffusion LLM. Levenshtein editing...

16. hardmaru (Group Score: 139.9 | Individual: 39.2)

Cluster: 5 tweets | Engagement: 560 (Avg: 223) | Type: Tech

Our team just shipped Fugu-Ultra v1.1! 🐡

By dynamically orchestrating the latest frontier models, we pushed performance up by 7.9 points. We are now beating Fable 5 in complex coding and reasoning tasks without even having Fable 5 in our agent pool.

Collective intelligence is the future.\n\nQT @SakanaAILabs: Announcing Fugu-Ultra v1.1 🐡

We’ve been thrilled by the reception to the Fugu model family. Thanks to everyone who tried it, shared feedback, and trusted Fugu with real work.

Today, we’re releasing Fugu-Ultra v1.1 → https://t.co/hhO6qTawgb

Upgraded to incorporate the latest frontier models, resulting in stronger performance across every benchmark shown, including gains of up to 7.9 points over v1.0, with particularly strong results on ProgramBench and Terminal Bench 2.1.

Fugu-Ultra v1.1 is more capable across coding, agentic tasks, and advanced reasoning, and available at the same price as Fugu-Ultra v1.0

The frontier keeps moving, and Fugu keeps getting better.

See 4 related tweets

@SakanaAILabs: Announcing Fugu-Ultra v1.1 🐡

We’ve been thrilled by the reception to the Fugu model family. Thanks ...

@WesRoth: Sakana AI just upgraded the system that turns multiple frontier models into one AI team...

Fugu Ult...

@AskYoshik: i am so confused with sakana and its hype.

seeing the benchmarks anybody would assume its a model, ...

@SakanaAILabs: RT @hardmaru: Our team just shipped Fugu-Ultra v1.1! 🐡

By dynamically orchestrating the latest fron...

17. GuntherEagleman (Group Score: 133.8 | Individual: 30.6)

Cluster: 8 tweets | Engagement: 6838 (Avg: 1599) | Type: Tech

🚨 The EU just keeps LOOTING American companies… Apple $15B, Meta$ 3B, Amazon $2.5B, and now Google hit AGAIN for another$ 1B (over $18B total)!

President Trump is DONE letting Europe treat the USA like their personal piggy bank.

301 investigation incoming. Penalties reversed. Tariffs on the way.

America First means American companies are OFF LIMITS! 🇺🇸

See 7 related tweets

@ianmiles: Not a big fan of the tariffs but Trump cracking down on the EU for extorting tech companies has been...
@FT: Donald Trump has said he would hit the EU with more tariffs over huge fines meted out to US tech com...
@Cointelegraph: 🇺🇸 JUST IN: President Trump announced a Section 301 investigation into the EU, accusing it of unfair...
@Forbes: Trump Threatens EU With Tariffs In Retaliation For Fines Against American Tech Giants https://t.co/8...
@business: Trump threatened new tariffs on products from the EU in retaliation to the bloc’s $1 billion fine of...

18. StockSavvyShay (Group Score: 132.0 | Individual: 28.1)

Cluster: 6 tweets | Engagement: 563 (Avg: 556) | Type: Tech

$META launches Seller which is a new app that helps Facebook Marketplace sellers create AI-powered listings, manage inventory and communicate with buyers.

Facebook Marketplace now sees roughly 430 million new listings globally each month. https://t.co/Uw3oXX8j8n

See 5 related tweets

@WhaleInsider: JUST IN: $META launches Seller, a new app helping Facebook Marketplace sellers create AI-powered lis...
@MetaNewsroom: Seller is a new app built for people who sell on Facebook Marketplace, giving them dedicated tools, ...
@PolymarketMoney: BREAKING: Meta launches Seller, a new app that helps Facebook Marketplace users create AI-powered li...
@Techmeme: Meta launches Seller, a free standalone app version of Facebook Marketplace; Seller includes AI feat...
@Polymarket: JUST IN: Meta launches "Seller," a dedicated app for Facebook Marketplace sellers with AI listing to...

19. wallstengine (Group Score: 131.0 | Individual: 39.2)

Cluster: 5 tweets | Engagement: 841 (Avg: 157) | Type: Tech

CHINESE MEMORY IS NO LONGER THE CHEAP ALTERNATIVE

China’s largest DRAM maker, CXMT, is reportedly charging more than Samsung’s roughly $1,240 price for comparable 64GB DDR5 server memory modules.

CXMT spent years competing as a cheaper, state-backed alternative. Now, AI data-center demand has tightened conventional memory supply, while Beijing has steered state-owned buyers toward domestic suppliers.

Reuters reports CXMT has secured a five-year agreement worth more than $7 billion with ByteDance and another worth over$ 3 billion with Tencent.

The company generated $7.5 billion in Q1 revenue, up 719% year over year, and is preparing to debut in Shanghai following an$ 8.6 billion IPO. New factories could more than double production capacity to over 600,000 wafers per month.

See 4 related tweets

@StockSavvyShay: China’s largest DRAM maker CXMT goes public in China on Monday after stepping into the consumer memo...
@StockMKTNewz: Chinese memory chip maker CXMT is going public within China 🇨🇳 on Monday https://t.co/RjDZPjBK0a\n\n...
@wallstengine: Reuters: For months, Chinese chip manufacturer, CXMT had been hiking prices on Huawei, one of the co...
@ReutersBiz: The global buildout of AI data centers has transformed memory chips into one of the world's most sou...

20. Teslaconomics (Group Score: 127.7 | Individual: 42.1)

Cluster: 6 tweets | Engagement: 9028 (Avg: 807) | Type: Tech

RT @elonmusk: Next month, every line of code touching the 𝕏 system will be open source and third-party audited.

Only total transparency deserves trust.

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@jack: this is excellent. thank you!\n\nQT @elonmusk: Next month, every line of code touching the 𝕏 system ...
@GuntherEagleman: 🚨 Elon just dropped a nuke:

Next month, EVERY line of X code goes fully open source and third-part...

@MTSlive: SITUATION DETECTED: Elon Musk says every line of code touching the X system will be open source and ...
@TFTC21: Elon Musk announces that next month every line of code for the X platform will be open-sourced and t...
@MikeBradleyAI: LFG 🔥🔥🔥 https://t.co/7Buy3QHIgk\n\nQT @elonmusk: Next month, every line of code touching the 𝕏 syste...