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THE DAILY INDEX

Technology, AI, software, security, crypto and business

GENERAL

TLDR Hardware

MONAZITE ORE COULD SUPPLY EV MOTOR MAGNET METALS, IF THE THORIUM WASTE CAN BE HANDLED

Monazite ore is 45 to 70 percent rare earths by weight and carries all four elements motor magnets need (neodymium, praseodymium, dysprosium, and terbium), making it a leading path around China's roughly 90 percent market share. The catch is thorium, whose waste must be stored indefinitely. Energy Fuels already produces neodymium-praseodymium oxide plus pilot dysprosium and terbium at its Utah mill, while Saskatchewan's government-backed plant has produced little after six years and over CA$100 million.

SPACEX REPORTEDLY SPEED-LIMITS STARSHIELD TERMINALS ON UKRAINIAN DRONES, CANCELLING MISSIONS

Ukrainian officials say SpaceX capped speeds on military Starshield terminals mounted on drones, with no warning and no stated reason. The cap is nominally 160 km/h, but the 7th Rapid Reaction Corps reports 10- to 20-second connection drops at just 110 to 120 km/h, and a volunteer says drops now start at 60 to 70 km/h. Multiple missions were cancelled. Officials suspect it's intentional, and Ukrainian firm Stetman is developing an alternative satellite system, UASAT-NANO.

JURY FINDS ARM BREACHED QUALCOMM'S CHIP LICENSE BUT AWARDS JUST $2

A Delaware jury found Arm breached its architectural license with Qualcomm by failing to provide software patches and tools for its designs, and intentionally interfered with Qualcomm's Meta chip talks, but awarded just $2 in damages. Arm won five other breach claims, and Qualcomm's license runs through 2033, so its Oryon CPU work continues. Both sides claimed vindication, with Qualcomm shares up about 2.5% and Arm down about 2.2%.

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