147 articles
SEC-filed numbers show Micron nearly doubled its capital spending in fiscal 2025 and now holds about $25 billion in cash. Around it, chipmakers are locking in supply and merging. Several of the sources behind those deals have mixed accuracy records, and we show that below.
A cluster of cancer-drug milestones lands this autumn. One, a Phase 3 myeloma readout, has already reported a 51% cut in progression risk. Two more are dated: ESMO on Oct 24 and an FDA decision on Nov 14. We checked Merck's SEC-filed figures and weighed how reliable each source is.
Two dated events will test oncology's new tools within weeks: Merck and Moderna's personalized mRNA vaccine data at ESMO on Oct. 24, and the FDA decision on Summit's ivonescimab on Nov. 14. We checked Merck's SEC-filed numbers and flag where the sources are weak.
SEC-filed figures show Micron's capital spending roughly doubled in fiscal 2025 and its cash pile has since more than doubled in a year. Analysts back the AI-infrastructure names while flagging a 171x sales multiple at D-Wave and a split consumer. We also show how reliable each source is.
SEC filings show Micron's capital spending nearly doubled in fiscal 2025 and its cash pile has grown to about $25 billion. Analysts expect the AI chip shortage to last 12 to 18 months. We checked the numbers against filings and flagged where the analyst claims rest on weaker sources.
A survey reported by MIT Technology Review finds every respondent plans to use agentic AI within two years, yet AI reaches only part of company data. Money is moving to governance and data plumbing. We checked the figures, and the survey piece itself scores poorly on source reliability.
Several well-known companies announced new chief executives or CEO searches between July and early October 2026. Via News checked each against its source. The handoffs are mostly orderly, but one departure was abrupt, one company is still searching, and the sources' accuracy records vary widely.
Meta's new enterprise platform will be led by MongoDB's departing CEO, while small AI-native startups raise funding. Investors say back-office finance software is next, but one of them warns AI is bad at maths. We flag which sources are weaker and which parts of the story our evidence cannot yet support.
A survey says 100% of organizations plan to use AI agents within two years, yet only about 45% of company data is AI-accessible. We checked the claims against sources, and the survey's publisher scored poorly on reliability, so we flag that. Nvidia's SEC-verified costs show the build-out is real.
A personalised mRNA vaccine from Merck and Moderna stopped melanoma returning in a trial, and AstraZeneca is betting AI can speed up drug design. Via News checked what the record supports: some of the optimism rests on firm data, and some on sources that failed our own reliability tests.
Verified SEC figures show Nvidia's cost of revenue rose about 3.8 times in two fiscal years. A survey says every respondent plans to use AI agents, but company data and trust lag. That survey's source failed our check on all 11 claims we tested, so we flag it and lean on the data that held.
SEC-filed figures show Micron nearly doubled its capital spending in fiscal 2025 and now holds about 2.5 times the cash it had a year earlier. Analyst enthusiasm for power, data-center and quantum stocks rests on sources that held up only about half the time in our checks.
Companies from Manulife to Box customers are rolling out AI agents, and funding is flowing. But a trade-press study reports that in 'data laggard' firms, AI can reach 30% or less of company data. That source has a poor measured record, so we flag it as a claim, not a fact.
Every company surveyed by MIT Technology Review plans to use AI agents within two years, yet firms with weak data give those agents access to 30% or less of it. Only some of this is firmly established: that survey's source scores 0% on our reliability check, and the Nvidia figures are SEC-verified.
Adobe's weak guidance, Alphabet's negative free cash flow, and a wave of safety-driven departures from Anthropic, Google and OpenAI show investors and insiders both demanding proof, not promises — even as California moves first to regulate AI's reach into children's lives.
A single summit produced roughly $950 billion in AI infrastructure deals and locked Nvidia into South Korea's memory supply chain, while one research firm says Wall Street is still underpricing the memory chip boom behind it. Here's what's verified, what's just one analyst's call, and what's still speculative.
C3.ai's CEO sold $4.8 million in stock the same week the industry's biggest AI-agent-trust survey turned out unreliable on 11 checked claims, even as Manulife, Box and a wave of banking and healthcare startups commit real budgets. Via News separates the verified from the unverified.
Google now lets users strip visible watermarks from Gemini-made images, video and music — a move that cuts against the story of an industry rushing toward stronger AI-content labeling, and lands the same week OpenAI lost another senior executive.
Nvidia and South Korea's chipmakers signed roughly $950 billion in new AI agreements in July, including a deal to help secure Nvidia's HBM memory supply from SK Hynix, even as chip stocks logged a sharp correction and the Nasdaq 100 hit a 2.75-month low. Via News traces the deals, earnings and balance-sheet data behind the divergence.
A late-July selloff cut deep into AI-chip stocks — Micron fell nearly 40% from its peak — even as Nvidia expanded its SK hynix memory deal, GlobalFoundries signed a $300M federal photonics award, and Skyworks-Qorvo named a combined leadership team. The data show a maturing boom repricing risk, not a broken one.