Signal: Attack tooling went industrial — 200 targets in 11 days, a trojaned Claude Code extension — while the market punished the buildout and Foxconn said keep building.
CrowdStrike says a China-nexus group pointed the ARTEX agent framework, running mostly on DeepSeek, at foreign ministries and 19 US pharma, chip, defense and nuclear firms — nine confirmed breached, 1.4 billion input tokens in one intrusion, on the vendor's own telemetry.
Free cash flow is $42.4BN in the hole for the trailing year, $75.9BN of it spent on capex last quarter alone, and Andy Jassy told investors Amazon will spend 'meaningfully more' than $220BN in 2027.
Z.ai's freely downloadable GLM 5.3 read published-but-unshipped Firefox security fixes and built one-click exploits for six releases at about $1,000 each, rediscovering an unpatched sandbox escape every time — and no provider, Z.ai included, refused the job.
US agencies told the president a year ago that Beijing was getting reports from someone with direct access to Jensen Huang; he chose not to act partly to avoid denting the stock, and Nvidia calls the diversion claims debunked.