Evening Scan

Apple's post-Cook era officially begins with John Ternus taking the helm, while Meta assembles an AI team through systematic talent raids. The day's biggest moves happened in boardrooms, not product launches.

$150B+ — TSMC's market cap reaction suggests investors aren't buying the chip giant's AI growth story despite record earnings.

Apple enters post-Cook era chasing its next hit

Ternus inherits the ultimate product challenge: finding Apple's next iPhone-sized revenue stream while the AI race accelerates around him. (Axios)

Meta has hired five founding members of Mira Murati's Thinking Machines Lab in a systematic talent raid

Zuck's latest acquisition strategy: buy the team, skip the startup drama. (The Next Web)

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

When the world's most important chipmaker sounds cautious about AI demand, everyone else should probably listen. (Stratechery)

Iran claims US used backdoors to knock out networking equipment during war

Tehran's latest accusation gives China fresh ammunition in the global tech trust wars. (The Register)