Morning Scan

Markets are watching chips and EVs pull in opposite directions as two platform giants tighten their grip on data — yours and their employees'. The thread running through today is control: who has it, who's losing it, and who's about to pay more for it.

31% — Ford's electrified vehicle sales dropped year-over-year in April, a jarring number as rivals push deeper into the segment. (Slashdot/Electrek)

Machines & Minds

AMD, Intel, and Micron Soar While Nvidia Lags

The "changing of the guard" framing may be premature, but the rotation out of Nvidia into its rivals is worth watching as infrastructure buildout matures. (Slashdot)

Cerebras to Increase IPO Price Target Amid Surging Investor Demand

Bumping the price target before listing suggests AI chip appetite hasn't cooled — and that Cerebras is reading the room correctly. (SiliconANGLE)

Jensen Huang Tells Carnegie Mellon's Class of 2026 Their Career Starts at the AI Revolution

Honorary doctorate in hand, Huang used a commencement stage to frame AI as the foundational condition of every career starting today, not merely a tool for it. (The Next Web)

Claude is Done With Your One-Shot Prompts

Anthropic's Code with Claude event featured agentic, multi-step workflows — a deliberate push to move Claude from chat interface to development environment. (Techtiff)

Connected World

Google Ads Will Limit Access to Older Reporting Data

Restricting historical data in the ad interface and API cuts advertisers off from longitudinal benchmarks Google itself retains. (Search Engine Journal)

Google's UCP Update: Carts, Catalogs, and Loyalty in AI Shopping

Google is embedding commerce infrastructure directly into AI-driven search results — less a feature update than a channel strategy. (Search Engine Journal)

The New AI-Powered Google Finance Is Expanding to Europe

Full local-language support across Europe puts Google in more direct competition with Bloomberg and local financial data providers on their home turf. (Google Blog)

Connected World

Istanbul's Grand Games Lands a $70M Series B

Balderton doubling down on Turkey's puzzle-game ecosystem is a bet that the country's mobile gaming talent pipeline is durable, not a one-hit fluke. (The Next Web)

Ford's Electrified Vehicle Sales Dropped 31% in April

Hybrids included in that decline makes the number harder to dismiss as pure EV skepticism — something broader is going on with Ford's electrification pitch. (Slashdot)

ABC Files 52-Page FCC Petition Against Trump Administration

The petition's length alone suggests ABC intends to win this regulatory fight on the record, not just in the press. (Talking Feds)

Lime's IPO Gamble

Micromobility going public in this environment is either perfectly timed optimism or a cautionary tale in progress — TechCrunch is skeptical, and the word "gamble" in the headline is doing real work. (TechCrunch)

Amazon Won't Build This Kindle Remote, So BOOX Did It for $26

A $26 hardware accessory that Amazon left on the table illustrates how niche product gaps get filled the moment a platform holder decides something "isn't worth it." (Yanko Design)