Samsung is pouring a record $73 billion into AI chip expansion and research this year, hiking investment 22% as it tries to overtake SK Hynix as Nvidia's top memory supplier. The plan includes ramping its Taylor, Texas foundry toward mass production in 2027 and positioning Samsung as the only chipmaker with a full-stack solution. (Bloomberg)

The economy is doing better than the doom-scrollers think. FedEx posted $5.25 EPS versus the $4.09 Wall Street expected, raised full-year guidance to $19.30–$20.10 per share, and watched the stock pop 9% after hours. (CNBC)

Walmart scrapped OpenAI's Instant Checkout after conversion rates came in 3x lower than its own shopping channels. The fix: embedding its Sparky chatbot directly into ChatGPT and Google Gemini this week, keeping full control of customer data, the transaction, and the post-purchase relationship. (WIRED)

Cloaked, a privacy startup that lets users create masked identities for every login, raised $375 million led by General Catalyst, with DuckDuckGo among the backers. The company 10x'd growth last year with 350,000 paying customers and is now expanding into enterprise security. (TechCrunch)

LinkedIn is expanding BrandLink so advertisers can bundle creator sponsorships, event ads, and co-branded posts into a single buy. New publisher partners include Reuters, TIME, and NYSE. They're also rolling out a Stripe-powered creator payout system to streamline payments. If you run B2B ads, this changes your playbook. (Social Media Today)

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