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Super Micro shares fell amid mixed earnings and intense competition, but its AI server partnership with Nvidia underpins long-term growth potential despite near-term margin pressure.
Amazon is developing consumer AR glasses codenamed Jayhawk, targeting late 2026/early 2027, and plans delivery-worker glasses as soon as Q2 2026, creating direct competition with Meta's AR products.
WSJ roundup: Cerence AI sued Apple, alleging iPhones and iPads use its technology without a license. Other items include Rivian layoffs, Skydance return-to-office mandates, Edison wildfire suits, Gar…