Alphabet Inc.

Tesla, Inc.

Shuanglin Co., Ltd.

Zhejiang Changsheng Sliding Bearings Co., Ltd.

In early August, Chinese startup Unitree unveiled its new robot - A2 Stellar Hunter. The "robot dog" <a href="https://x.com/UnitreeRobotics/status/1952672597558309136">demonstrates</a> incredible tricks, from dancing on one leg to confidently traversing difficult terrain off-road. Almost simultaneously, Google's Deepmind lab announced the <a href="https://x.com/GoogleDeepMind/status/1952732150928724043">development of</a> Genie 3, its new AI capable of generating not just videos, but entire three-dimensional worlds that can be freely explored. Why, out of all the huge stream of news, do these two seem the most interesting to me? They demonstrate two vectors of technology development that, when combined, are capable of turning the world upside down.

Zuckerberg's mistake: metaverses are more necessary for robots than for humans

Meta Platforms, Inc.

Apple Inc.

Amazon.com, Inc.

Trump's new duties caused a collapse&nbsp;on the first day of August in markets that were in euphoria after reports&nbsp;from the largest US tech companies.&nbsp;Apple, Amazon, Microsoft and Meta beat analysts' expectations on earnings and revenue, despite some weak segments. At the same time, the luxury sector is still in crisis: Hermès shares sagged despite sales growth, while Kering is facing a 25% drop in Gucci revenue and a growing debt load. The Fed kept rates unchanged and Donald Trump criticized Jerome Powell again. The main events from July 28 to August 1 - in our review.&nbsp;

Highlights of the week: bigtech reports, Trump's duties and Figma's debut


GitLab Inc.

Atlassian Corporation

The status quo in the software development services market has been disrupted by neural networks

Capital One names two lagging IT stocks and no longer advises buying them

Oracle Corporation

NVIDIA Corporation

The businessman's fortune has exceeded $250 billion

Oracle founder Ellison ranked second on the billionaires list, surpassing Zuckerberg

The company could become the first to launch a data center with power consumption of more than 1 gigawatt

Meta will build a data center the size of Manhattan for superintelligence. How much does it cost?

Meta in June <a href="https://techcrunch.com/2025/06/13/scale-ai-confirms-significant-investment-from-meta-says-ceo-alexandr-wang-is-leaving/">paid</a> $14.3 billion for a 49% stake in Scale AI, a startup that partitions data for machine learning. That's how it was able to hire its co-founder and CEO Alexander Wang. He<a href="https://oninvest.com/article/cukerberg-sobral-gruppu-razrabotcikov-superintellekta-akcii-meta-obnovili-maksimum">headed</a> Meta's new division - Superintelligence Labs, the Superintelligence Lab - and should provide his new employer with leadership in the artificial intelligence race. Roman Mighty tells us who Alexander Wang is.

A man who knows how to make friends: Alexander Wang, creator of the $14 billion Meta superintelligence

Why are top soccer players bought up by the richest clubs for millions of dollars, while outstanding doctors and scientists settle for modest salaries of tens of thousands of dollars a year? The staggering fees of soccer players are explained by the high competition in world soccer, but shouldn't we compete in science in the same way, attracting the best talents from all over the world? These were the questions <a href="https://www.theguardian.com/science/political-science/2014/jan/30/why-not-treat-scientists-like-footballers">asked</a> back in 2014 by then British parliamentary candidate Daniel Zeichner (and, let's be honest, he was far from alone). And so a new frenzy seems to have begun in Silicon Valley. Tech companies are poaching each other's best AI experts for tens, and according to some reports, hundreds of millions of dollars in a frantic race to create artificial "superintelligence." The funny thing is that no one seems to know exactly what it is. But the money being offered is already quite real.

"Blood transfusion": how and why Meta "sucks" talent from the market


U.S. President Donald Trump signed the "Big Beautiful" law - it involves increased spending and an increase in the state budget deficit. At the same time, Trump said that his administration began sending out notices about the introduction of increased duties from August 1 - they will be received by countries with which the U.S. has not concluded new trade agreements. The main events from June 30 to July 4 - in our review;

Highlights of the week: 'Big Beautiful' law, letters from Trump, minister's tears

Meta offered OpenAI employees up to $100 million in climbing bonuses, claims Sam Altman

'Missionaries will beat mercenaries': OpenAI CEO criticized Meta for hunting for AI footage

Super Micro Computer, Inc.

Donald Trump announced a ceasefire between Israel and Iran. JPMorgan estimates that Asian tech stocks, especially in the semiconductor sector, could rise another 15-20% in 2025. Meta was interested in buying another AI startup before the Scale AI deal. Supermicro shares fell by 10% on the news about the placement of convertible bonds for $2 bln. These and other topics are covered in our review of key events by the morning of June 24.

Highlights for the morning: pause in Iran-Israel war, JPMorgan bets on AI stocks in Asia


Donald Trump has said that a decision on US participation in attacks on Iran will be made in the next two weeks. Markets reacted with restraint: trading is mixed in Asia, with Brent crude holding at $77 per barrel - although Citigroup analysts warn that the price could jump to $90 if the Strait of Hormuz is closed. In parallel, Meta continues its aggressive race for AI talent, poaching key figures from competing startups. About these and other topics - in our review of key events by the morning of June 20.

Highlights for the morning: Trump's deadline, oil may break $90, Meta hunts for talent


Microsoft Corporation

The AI industry began 2025 with the announcement of the unprecedented <a href="https://oninvest.com/article/klub-zaklatyh-druzej-cto-takoe-ii-megaproekt-stargate">$500 billion Stargate <a href="https://oninvest.com/article/klub-zaklatyh-druzej-cto-takoe-ii-megaproekt-stargate">mega project</a>, and then followed it up with an equally unprecedented <a href="https://oninvest.com/article/cernyj-lebed-iz-kitaa-sposoben-li-deepseek-izmenit-rynok-ii">$1 trillion drop</a> in markets following the release of China's DeepSeek AI model, which turned out to be just as good and significantly cheaper than its American competitors. We are, of course, fortunate to witness in real time a technological revolution comparable in scale to the invention of the Internet. Apparently, there's a reason why the word "unprecedented" is mentioned 64 times in a report on AI by renowned technology analyst and investor Mary Meeker (though I teased about it when <a href="https://oninvest.com/article/kakoe-budusee-ii-prorocit-diva-interneta-meri-miker-ne-uvidevsaa-puzyr-dotkomov">wrote</a> about her last week). And now, the year that started so brightly hasn't even reached the halfway point, and the ever-burgeoning AI market continues to be shaken by events that, in the apt <a href="https://techcrunch.com/2025/06/11/can-scale-ai-and-alexandr-wang-reignite-metas-ai-efforts/">expression</a> of TechCrunch, have investors and analysts "scratching their heads."