Technologies

Remember That TikTok Ban? This Week’s Deadline Brings Talk of a Deal

The Trump administration waxes optimistic once again about getting to a long-delayed resolution for TikTok in the US.

The Trump administration is working on a deal with China to determine TikTok’s fate, which could be finalized by the end of this week, according to reports citing Treasury Secretary Scott Bessent.

On Tuesday, the Wall Street Journal reported that US and Chinese teams this week discussed a plan in which TikTok’s US operations would be controlled by an investor consortium that includes software giant Oracle. US users would move to a new app that TikTok is testing and that would recreate content-recommendation algorithms for the app. The Journal noted that details of the deal have yet to be finalized and could be subject to change.

President Trump has plans to talk on Friday with China’s President Xi Jinping about the fate of the Chinese-owned social media platform, reports said. Bessent said Monday that the two countries have reached a preliminary deal and «commercial terms have been agreed upon.»

The key question is whether ownership of TikTok will transfer to a US-based company. The platform could shut down temporarily in the US, as it has before, in accordance with a federal law passed last year in response to national security and privacy considerations. That law requires TikTok’s parent company, ByteDance, to sell the social media service to a US-based company or essentially be off limits in the US. The initial deadline, set for January, has already been extended three times as Trump has teased progress on the matter.

Neither TikTok nor the Treasury Department responded to requests for comment.

An agreement over TikTok has been complicated by ongoing trade warring between the US and China and a new ruling against US-based Nvidia. China claims Nvidia has violated anti-monopoly laws in that country.

Skepticism about a TikTok deal

Even with the administration’s suggestion that a deal is imminent, it’s possible that TikTok’s future could remain in limbo even longer.

«I have seen the TikTok negotiations stall and shift so many times that I am not holding my breath on a deal being completed this week,» said Star Kashman, founder of Cyber Law Firm, who’s been following the TikTok saga. «Every time we hear about progress or a framework getting reached, some external complication throws the whole negotiation back into limbo.»

Tariffs and the Nvidia claims have further complicated what was already a complex negotiation over TikTok, she said. «It is likely that too much is already at play, including ByteDance’s potential obligations to the Chinese government, national security concerns, and privacy issues, as well as the desire to keep TikTok’s addictive algorithm, without isolating and segregating US users.»

Kashman said that none of the parties have been transparent about what would happen to TikTok under US ownership, including addressing reports that a US-only TIkTok app would be offered.

Negotiation factors

If a deal is reached to keep TikTok available in the US, it could be just the start of wrangling over the platform’s future, said one expert on US-China relations.

«The Chinese generally look at the signing of a deal as the beginning of negotiations, not the end,» said Usha Haley, Barton Distinguished Chair in International Business at Wichita State University. «So the devil will be in the details as they unfold over several years.»

Haley said that any deal would be subject to congressional scrutiny and could set a precedent for how future foreign-based apps operate in the US.

The Trump administration would likely insist on US-based storage of TikTok data, independent oversight and insulation from Chinese legal and political demands, while China’s government would want to protect its tech champion and maintain cultural influence, she said.

Whatever requirements the US imposes, Haley said, China might still find a way to maintain some control over TikTok by «keeping some possibly secret doors and trapdoors open for intervention in the future, if needed.»

Technologies

Google races to put Gemini at the center of Android before Apple’s AI reboot

Google is using its latest Android rollout to position Gemini as the AI layer across phones, Chrome, laptops and cars.

Google is using its latest Android rollout to make Gemini less of a chatbot and more of an operating layer across the phone, browser, car and laptop, just weeks before Apple is expected to show its own Gemini-powered Apple Intelligence reboot at WWDC.
Ahead of its Google I/O developer conference next week, the company previewed a number of Android updates, including AI-powered app automation, a smarter version of Chrome on Android, new tools for creators, a redesigned Android Auto experience, and a sweeping set of new security features.
Alphabet is counting on Gemini to help Google compete directly with OpenAI and Anthropic in the market for artificial intelligence models and services, while also serving as the AI backbone across its expansive portfolio of products, including Android. Meanwhile, Gemini is powering part of Apple’s new AI strategy, giving Google a role in the iPhone maker’s reset even as it races to prove its own version of personal AI on the phone is further along.
Sameer Samat, who oversees Google’s Android ecosystem, told CNBC that Google is rebuilding parts of Android around Gemini Intelligence to help users complete everyday tasks more easily.
“We’re transitioning from an operating system to an intelligence system,” he said.
As part of Tuesday’s announcements. Google said Gemini Intelligence will be able to move across apps, understand what’s on the screen and complete tasks that would normally require a user to jump between multiple services. That means Android is moving beyond the traditional assistant model, where users ask a question and get an answer, and acting more like an agent.
For instance, Google says Gemini can pull relevant information from Gmail, build shopping carts and book reservations. Samat gave the example of asking Gemini to look at the guest list for a barbecue, build a menu, add ingredients to an Instacart list and return for approval before checkout.
A big concern surrounding agentic AI involves software taking action on a user’s behalf without permissions. Samat said Gemini will come back to the user before completing a transaction, adding, “the human is always in the loop.”
Four months after announcing its Gemini deal with Google, Apple is under pressure to show a more capable version of Apple Intelligence, which has been a relative laggard on the market. Apple has long framed privacy, hardware integration and control of the user experience as its advantages.
Google’s Android push is designed to show it can bring AI deeper into the device experience while still giving users control over what Gemini can see, where it can act and when it needs confirmation.
The app automation features will roll out in waves, starting with the latest Samsung Galaxy and Google Pixel phones this summer, before expanding across more Android devices, including watches, cars, glasses and laptops later this year.
The company is also redesigning Android Auto around Gemini, turning the car into another major surface for its assistant. Android Auto is in more than 250 million cars, and Google says the new release includes its biggest maps update in a decade and Gemini-powered help with tasks like ordering dinner while driving.
Alphabet’s AI strategy has been embraced by Wall Street, which has pushed the company’s stock price up more than 140% in the past year, compared to Apple’s roughly 40% gain. Investors now want to see how Gemini can become more central to the products people use every day.
WATCH: Alphabet briefly tops Nvidia after report of $200 billion Anthropic cloud deal

Technologies

Waymo recalls 3,800 robotaxis after glitch allowed some vehicles to ‘drive into standing water’

Waymo issued a voluntary recall of about 3,800 of its robotaxis to fix software issues that could allow them to drive into flooded roadways.

Waymo is recalling about 3,800 robotaxis in the U.S. to fix software issues that could allow them to “drive onto a flooded roadway,” according to a letter on the National Highway Traffic Safety Administration’s website.
The voluntary recall is for Waymo vehicles that use the company’s fifth and sixth generation automated driving systems (or ADS), the U.S. auto safety regulator said in the letter posted Tuesday.
Waymo autonomous vehicles in Austin, Texas, were seen on camera driving onto a flooded street and stalling, requiring other drivers to navigate around them. It’s the latest example of a safety-related issue for the Alphabet-owned AV unit that’s rapidly bolstering its fleet of vehicles and entering new U.S. markets.
Waymo has drawn criticism for its vehicles failing to yield to school buses in Austin, and for the performance of its vehicles during widespread power outages in San Francisco in December, when robotaxis halted in traffic, causing gridlock.
The company said in a statement on Tuesday that it’s “identified an area of improvement regarding untraversable flooded lanes specific to higher-speed roadways,” and opted to file a “voluntary software recall” with the NHTSA.
“Waymo provides over half a million trips every week in some of the most challenging driving environments across the U.S., and safety is our primary priority,” the company said.
Waymo added that it’s working on “additional software safeguards” and has put “mitigations” in place, limiting where its robotaxis operate during extreme weather, so that they avoid “areas where flash flooding might occur” in periods of intense rain.
WATCH: Waymo launches new autonomous system in Chinese-made vehicle

Technologies

Qualcomm tumbles 13% as semiconductor stocks retreat from historic AI-fueled surge

Semiconductor equities reversed sharply after a broad AI-driven advance, with Qualcomm suffering its worst day since 2020 amid inflation concerns and rising oil prices.

Semiconductor stocks fell sharply on Tuesday, reversing course after an extensive rally that had expanded the artificial intelligence investment theme well past Nvidia and driven the industry to unprecedented levels.

Qualcomm plunged 13% and was on track for its steepest single-day decline since 2020. Intel shed 8%, while On Semiconductor and Skyworks Solutions each lost more than 6%. The iShares Semiconductor ETF, which benchmarks the overall sector, fell 5%.

The sell-off came after a key gauge of consumer prices came in above forecasts, and as conflict in Iran pushed crude oil higher—prompting investors to shift away from riskier assets.

The preceding advance had widened the AI opportunity set beyond longtime industry leader Nvidia, which for much of the past several years had largely carried the market to new peaks on its own.

Explosive appetite for central processing units, along with the graphics processing units that power large language models, has sent chipmakers to all-time highs.

Market participants are wagering that the shift from AI model training to autonomous agents will lift demand for additional AI hardware. Among the beneficiaries are memory chip producers, which are raising prices as supply remains tight.

Micron Technology slid 6%, and Sandisk cratered 8%. Sandisk’s stock has surged more than six times over since January.