WS #13412
Palantir's blowout quarter and strong semiconductor earnings (Onsemi, Qnity) are driving a re-acceleration of the AI trade, with Apple's low-capex AI strategy contrasting with hyperscaler spending. Apple seeks court order to bar OpenAI from using alleged trade secrets; OpenAI fires back with public rebuttal, escalating legal tensions between the two tech giants.
AI Trade Re-Acceleration
Palantir's blowout quarter and strong semiconductor earnings (Onsemi, Qnity) are driving a re-acceleration of the AI trade, with Apple's low-capex AI strategy contrasting with hyperscaler spending.
Apple seeks court order to bar OpenAI from using alleged trade secrets; OpenAI fires back with public rebuttal, escalating legal tensions between the two tech giants.