Tech
Huawei: The tech giant is hoping its new phone can revive sales

Huawei: The tech giant is hoping its new phone can revive sales

Missing phone

On Monday, Huawei held its own big product launch, just a few weeks after Apple debuted its latest iPhone range. The Chinese tech giant made a lot of noise about new $200+ earbuds, and even teased 2 new electric vehicles, but conversation around the company’s new 5G phone, the Mate 60 Pro, was much more muted — with no new information on the gadget that should be a flagship product.

Thousands of fans took to Chinese social media to voice their anger, as the launch event became the hottest topic on Weibo — garnering 6 billion views on 1.6 million related posts. However, even though the 36-year-old company wasn’t shouting about it, the new handset is reportedly powering a sales surge for Huawei after revenues slipped in the last 2 years.

Dialing down

But it wasn’t just Huawei superfans who were keen to hear more about the new phone. The Mate 60 smartphone series, which was quietly launched by the Chinese tech giant last month, reportedly comes with a highly advanced semiconductor chip — sparking concerns in Washington that Huawei has circumnavigated US sanctions aimed at curbing China’s access to advanced chipmaking tools.

Huawei’s efforts to shift focus to its cloud and automotive divisions have helped sales grow in its most recent quarters — but the tech giant is likely to remain at the center of the sensitive tit-for-tat trade wars between the US and China for some time to come.

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Jon Keegan

Judge blocks Pentagon’s move to blacklist Anthropic

A federal judge in Northern California has granted a preliminary injunction blocking the Pentagon from labeling Anthropic as a national security supply chain risk.

The ruling temporarily prevents the Defense Department from restricting the AI company’s access to federal contracts amid a dispute over its refusal to allow certain military and surveillance uses of its technology. The designation could also have shifted lucrative government work toward competitors, including OpenAI.

Earlier this month, Anthropic, the company behind Claude, sued 17 federal agencies and their heads, alleging the government exceeded its statutory authority.

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Rani Molla

Report: SpaceX’s record IPO may grant preferential access to retail investors and Tesla shareholders

SpaceX’s impending IPO could raise $40 billion to $80 billion and rank as the largest ever — as well as one of the most unconventional.

The Wall Street Journal reports several ways CEO Elon Musk is considering breaking with IPO norms:

  • Investors in his other companies, including Tesla, could receive preferential access to shares.

  • Individual investors may get a third or more of the allocation, far above the typical ~10% mark.

  • Instead of a traditional road show, Musk wants investors to visit SpaceX facilities in person.

  • Investors in his other companies, including Tesla, could receive preferential access to shares.

  • Individual investors may get a third or more of the allocation, far above the typical ~10% mark.

  • Instead of a traditional road show, Musk wants investors to visit SpaceX facilities in person.

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Rani Molla

Tesla released estimates for Q1 deliveries and they’re lower than analysts expected

Ahead of first-quarter earnings next month, Tesla released its own company-compiled Wall Street consensus estimate for deliveries: 365,645 vehicles. While that’s lower than the 382,000 FactSet consensus estimate, it represents a nearly 9% jump from Q1 2025, when Tesla sold 336,681 vehicles.

Tesla started releasing its own consensus estimates to the public — not just institutional investors — for the first time in Q4 2025. The move was seen as a way to temper investor expectations, as other estimates were too high. Last quarter, Tesla’s compilation was closer to actual numbers, which fell 16% year over year.

The market-implied odds from event contracts suggest 64% of traders think Tesla’s Q1 deliveries will be more than 350,000, 44% think it will be higher than 360,000, and just 21% have it at higher than 370,000.

(Event contracts are offered through Robinhood Derivatives, LLC — probabilities referenced or sourced from KalshiEx LLC or ForecastEx LLC.)

ARC-AGI-3

The toughest AI benchmark just got a whole lot tougher

ARC-AGI-3 is the latest version of a clever benchmark that challenges AI models to solve mini video games with no written instructions.

Jon Keegan3/26/26

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Sherwood Media, LLC produces fresh and unique perspectives on topical financial news and is a fully owned subsidiary of Robinhood Markets, Inc., and any views expressed here do not necessarily reflect the views of any other Robinhood affiliate, including Robinhood Markets, Inc., Robinhood Financial LLC, Robinhood Securities, LLC, Robinhood Crypto, LLC, Robinhood Derivatives, LLC, or Robinhood Money, LLC. Futures and event contracts are offered through Robinhood Derivatives, LLC.