‘Liberation Day’ 1 Year Later: How This Tiny AI Play Turned Into a 3,350% Winner
AXT's stock surged 3,353.6% amid AI demand.
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The day in brief
OpenAI has acquired TBPN, a popular tech talk show and podcast, in a deal valued in the low hundreds of millions. The show, which has gained a dedicated following among startup founders and tech investors, is projected to generate over $30 million in revenue this year. OpenAI aims to leverage TBPN's communication strengths while allowing the hosts to maintain editorial independence.
Google has launched significant upgrades to its Vids platform, introducing customizable AI avatars and the new Veo 3.1 model, which enhances video realism. Users can now generate up to 1,000 video clips monthly with paid subscriptions and share their creations directly to YouTube without the need for downloads.
Google has unveiled its latest AI models, Gemma 4, now available under the Apache 2.0 license, allowing for greater developer flexibility. The models, which include sizes up to 31 billion parameters, are optimized for local processing and support over 140 languages, showcasing enhanced reasoning capabilities. This release marks a significant shift from previous licensing, encouraging broader adoption across various platforms.
Anthropic has launched a new feature allowing its AI assistant, Claude, to take control of Mac and Windows desktops, enabling it to perform tasks such as opening applications and filling out spreadsheets. This capability, available to Pro and Max users starting April 3, 2026, was developed following Anthropic's acquisition of Vercept AI about a month ago.
Amazon has announced a new 3.5% fuel surcharge for sellers utilizing its Fulfillment by Amazon service, effective April 17. This decision comes as rising energy costs, driven by the ongoing Iran war, impact logistics and fulfillment expenses across the industry. Amazon's spokesperson emphasized that this surcharge is lower than those imposed by major carriers like UPS and FedEx.
President Donald Trump has dismissed Pam Bondi from her position as Attorney General, effective immediately, following dissatisfaction with her management of the Department of Justice files related to Jeffrey Epstein. Bondi's firing comes amid criticism over her handling of sensitive information and is expected to lead to her transition into a private sector role.
AXT has emerged as a standout performer in the semiconductor market, achieving a staggering 3,353.6% return over the past year, primarily driven by surging demand for its indium phosphide wafers used in AI data centers. While the company faced initial challenges from tariffs on Chinese manufacturing, its significant backlog and revenue growth in the AI sector propelled it far ahead of competitors like Advanced Energy Industries, which saw a mere 244.29% return.
OpenAI is transitioning to a usage-based pricing model for its Codex tool within ChatGPT Business and Enterprise plans, enabling organizations to pay solely for actual usage without upfront licenses. This strategy aims to lower barriers for enterprise adoption, as OpenAI believes hands-on experience will encourage long-term commitment to their platform. With over two million developers using Codex weekly and a sixfold increase in Business and Enterprise usage since January, OpenAI is positioning itself against competitors like GitHub Copilot.
The Apple Watch Series 4 fundamentally transformed the landscape of health technology by introducing FDA-cleared atrial fibrillation detection, a groundbreaking feature that shifted smartwatches from fitness trackers to essential health tools. This innovation has spurred competitors to adopt similar health-monitoring capabilities, leading to a broader focus on comprehensive health insights rather than just fitness metrics. Apple's commitment to scientifically validated health features continues to shape the future of wearables, as seen in their extensive health studies and user-driven enhancements.
Scott Forstall, a former top executive under Steve Jobs, joined several other key figures from Apple's past at Apple Park this week to celebrate the company's 50th anniversary. This reunion marked a significant moment as many of these executives, who were instrumental in shaping Apple's early success, gathered to reminisce and honor the legacy of the company.
Meta and Google are facing a wave of lawsuits that threaten their long-standing legal protections under Section 230 of the Communications Decency Act. Recent court rulings have found Meta liable for child safety issues, while lawsuits against Google claim its AI Mode improperly disclosed personal information. These developments signal a potential shift in how tech companies are held accountable for content and design choices that impact users.
Shares of Sakura Internet soared by 20.2% after Microsoft revealed plans to invest $10 billion in AI infrastructure in Japan over the next three years. This partnership with SoftBank aims to enhance AI computing capabilities and train one million engineers by 2030, reflecting the growing demand for cloud and AI services in the country.
SpaceX has formally accused Amazon of breaching orbital debris regulations by launching its Leo satellites at altitudes deemed too high, which could lead to increased collision risks with existing satellites. In response, Amazon maintains that its launch altitudes are within FCC guidelines and has committed to lowering future launch altitudes to address SpaceX's concerns. The dispute highlights ongoing tensions between the two companies as they compete in the low-Earth orbit satellite market.
Microsoft AI has announced the launch of three foundational AI models designed to generate text, voice, and images, marking a significant step in its strategy to compete with other AI labs. The models, developed by the MAI Superintelligence team led by Mustafa Suleyman, include MAI-Transcribe-1, which transcribes speech in 25 languages, MAI-Voice-1, which allows for rapid audio generation, and MAI-Image-2, a video-generating model. These offerings are part of Microsoft's ongoing commitment to building a robust AI ecosystem while maintaining its partnership with OpenAI.
Recent research has unveiled two new Rowhammer attacks that target Nvidia's Ampere generation GPUs, allowing malicious users to gain complete control of host machines. By exploiting vulnerabilities in GDDR memory, these attacks can induce significant bit flips, compromising both GPU and CPU memory, with GDDRHammer achieving an average of 129 bit flips per memory bank and GeForge inducing 1,171 bit flips on the RTX 3060. This development underscores the need for enhanced security measures in GPU architectures, as existing protections for CPU memory may not suffice against these novel threats.
The archive
AXT's stock surged 3,353.6% amid AI demand.
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The Trump T1 Phone remains elusive nine months post-announcement.
Read sourceHappiness expert reveals traits of emotionally secure individuals.
Read sourceAnthropic addresses Claude Code usage complaints.
Read sourceOpenAI introduces usage-based pricing for Codex.
Read sourceZhipu AI launches multimodal coding model GLM-5V-Turbo
Read sourceOpenAI acquires media company TBPN amid M&A strategy confusion.
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Read sourceOpenAI acquires TBPN, a tech-focused talk show.
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Read sourceFormer Apple executives reunite for 50th anniversary celebration.
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Read sourceElevenLabs launches AI music app to compete in the market.
Read sourceGoogle launches Gemma 4 AI models under Apache 2.0 license.
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