➀ Lam Research reported better-than-expected revenue and EPS, slightly beating market estimates. ➁ The company's guidance for the next quarter is in line with expectations, showing a slow but steady recovery. ➂ Despite concerns about China's slowing tech spending, Lam Research's focus on tech investments is offsetting the decline.

➀ Meta's Orion AR Glasses were showcased at the Meta Connect developers conference, receiving positive feedback for their design and potential. ➁ Analyst Ben Thompson praised the notification flow, application pinning, and gaming capabilities of the Orion. ➂ Thompson believes Apple's next Vision Pro should focus on entertainment and be more like the Quest 3 or 3S. ➃ Apple has been working on AR glasses since at least 2015 and may introduce its own AR glasses around the same time as Meta's Orion, potentially leading the market.

➀ A new report by Novaspace estimates the satellite market size by 2033, forecasting daily launches of 7 tons of satellites; ➁ Demand is expected to reach 3,700 units annually, driven by NGSO constellations; ➂ Mega-constellations like Starlink, Kuiper, G60, and GuoWang will dominate the market.

➀ A company once dominated the worldwide DRAM market with an 85% share; ➁ It was acquired for $345 million in 1979 but sold for only $71 million in 1985; ➂ The moral of the story is that circumstances can change rapidly in the chip industry.

1. Valve is being sued for overcharging PC gamers in the UK; 2. The lawsuit is worth around $843 million; 3. Accusations include using market dominance to overcharge and shutting out competition.