June 2026
Former Infosys chief has a new startup that wants to challenge the IT services world
Chip sees the signal like this: Backed by Mayfield and Aramco Ventures, Vishal Sikka’s new venture brings together veterans from SAP, Infosys, and VianAI.
Business stories reveal where budgets are shifting, which AI categories are becoming durable, and where competition is about to get sharper.
Watch for repeat buying patterns, pricing shifts, and who is building distribution before you place your bet.
Cerebras stock plunges after earnings as CEO says margin outlook was misunderstood
Chip sees the signal like this: In its first earnings report since going public, the AI chipmaker forecast a narrower gross margin in its core business, scaring investors.
The memory chip crunch is paying off for this US company
Chip sees the signal like this: Revenue quadrupled to $41.45 billion compared with the same period a year ago. The company's profit, meanwhile, rose from $1.88 billion to an incredible $28.2...
Congresswoman denies staff used AI to write defense funding amendment
Chip sees the signal like this: Rep. Anna Paulina Luna (R-FL) says her staff used AI for "spellcheck" in an amendment summary for a major defense bill, but denies it was used for the bill text...
70% of companies deploying customer service AI agents see ROI in 60 days
Chip sees the signal like this: Outcome-based resolution pricing means companies pay only when the AI agent resolves an issue autonomously, without human intervention.
