Tuesday, March 17, 2026

10:40 AM
Crypto trading firm GSR says it is acquiring Autonomous and Architech for $57M, expanding into token advisory and capital markets services
CoinDesk
9:55 AM
Sources: OpenAI signed a deal with AWS to sell its AI services to US government agencies for both classified and unclassified work, amid the Anthropic-DOD spat
The Information
9:50 AM
Baidu is integrating OpenClaw with its Xiaodu devices to work as voice-controlled remotes, joining Tencent and Alibaba in racing to capitalize on agentic AI
Bloomberg
9:40 AM
IBM closes its $11B deal for data streaming company Confluent; IBM CEO Arvind Krishna says he expects IBM will maintain or grow its head count over five years
Wall Street Journal
9:33 AM
Qualcomm says it plans to buy back another $20B worth of shares and is raising its quarterly cash dividend, after unveiling a $15B buyback in November 2024
Bloomberg
9:05 AM
Q&A with Kalshi co-founders Tarek Mansour and Luana Lopes Lara on suing the US government, solving market making, agentic and insider trading, ethics, and more
Cheeky Pint
8:45 AM
PayPal expands access to its PYUSD stablecoin from the US and the UK to 70 countries in total, including Colombia, Panama, Peru, Singapore, Uganda, and Malawi
Fortune
8:35 AM
Mastercard agrees to acquire London-based stablecoin payments infra startup BVNK for up to $1.8B, including $300M in contingent payments, set to close in 2026
Reuters
8:20 AM
Enterprise AI automation startup Standard Template Labs raised a $49M seed co-led by Iconiq and CRV, a source says at a $300M post-money valuation
Bloomberg
8:10 AM
Darton Commodities: the global cobalt shortage is set to persist through 2030, after Congo limited exports in 2025; the DRC accounts for 70%+ of global supply
Bloomberg
8:01 AM
Agentic cybersecurity startup Surf AI, which helps teams read signals from identity, cloud, and other tools, emerges from stealth with $57M in seed and Series A
Axios
7:50 AM
Amsterdam-based Nebius plans to raise ~$3.75B in convertible debt to fund its data center expansion and to purchase customized AI chips, after its Meta deal
Bloomberg
7:20 AM
Q&A with Jensen Huang on Nvidia's CUDA core, reasoning and coding, CPUs' role in accelerated computing, Groq, China and the doomers, Nvidia's nature, and more
Stratechery
7:10 AM
Amazon begins three-hour deliveries in ~2K US cities and towns and one-hour deliveries in hundreds of those areas, after 2025 pilots; 90K+ products are eligible
CNBC
7:01 AM
Sources: Google is in talks with Envicool and other Chinese companies about buying liquid cooling equipment for data centers, amid a tight supply of such parts
Reuters
6:50 AM
Gecko Robotics secures a $71M US Navy contract to use robots to slash repair time for dated ships, as the US races to reindustrialize its aging defense systems
CNBC
6:40 AM
Sources: KKR, Blackstone, and other investors have turned down some data center debt because of insufficient insurance against risks like natural disasters
Financial Times
6:25 AM
SK Group Chair Chey Tae-won says memory chip makers are expanding capacity but are unlikely to match demand until around 2030; basic wafer supply lags by 20%+
Bloomberg
6:15 AM
Q&A with Ted Sarandos on his visit to Brussels, Netflix's European investments, EU regulation, YouTube, TikTok, WBD, Trump's Susan Rice criticism, AI, and more
Politico
6:01 AM
The UK plans to spend £1B+ on quantum computing research over four years, including funding companies in pharmaceuticals, financial services, and energy
Bloomberg
5:50 AM
EU countries introduce sanctions on hacking groups, including Iran's Emennet Pasargad, which hacked magazine Charlie Hebdo in 2023, and two Chinese companies
Politico
5:40 AM
Berlin-based Upvest, which builds trading APIs for neobanks and retail lenders, raised $90M in equity, sources say at a $735M valuation, up from ~$413M in 2024
Bloomberg
4:50 AM
Samsung says it is winding down its $2,899 Galaxy Z TriFold sales in South Korea and the US once it clears its inventory, after just three months on the market
Bloomberg
3:55 AM
Q&A with CEO Jim Lanzone on Yahoo being “very profitable”, its new AI search engine, focusing on sports content, including original video and podcasts, and more
The Verge
2:25 AM
Open model providers will largely lose if they keep chasing closed frontier AI models; instead, open models should serve as complementary tools to closed agents
Interconnects AI
1:01 AM
Nvidia says game developers “have artistic control over DLSS 5's effects”, following backlash alleging that the AI rendering tech alters the source material
PC Gamer
12:40 AM
Alibaba launches Wukong, an enterprise AI platform that can coordinate AI agents to handle business tasks like document editing and research, in a closed beta
Reuters

Monday, March 16, 2026

11:30 PM
Mistral releases Small 4, its first model to unify the reasoning, multimodal, and coding capabilities of its flagship Magistral, Pixtral, and Devstral models
Mistral AI
10:35 PM
A reporter details harassment and death threats from gamblers who would win a Polymarket bet if he changed his report on an Iranian missile's impact in Israel
The Times of Israel
8:25 PM
Fuse, which offers AI-powered loan origination software to credit unions and other financial institutions, raised a $25M Series A
TechCrunch
8:05 PM
How Disney Imagineering built Olaf, a robot set to arrive at Disneyland Paris later in March, and taught it to move via reinforcement learning and simulation
TechRadar
7:55 PM
In an all-hands, OpenAI CEO of Applications Fidji Simo described a strategy shift to refocus on coding and business users, urging staff to avoid “side quests”
Wall Street Journal
7:15 PM
RoboForce, which is developing robotics systems to perform physically demanding industrial work, raised $52M led by YZi Labs, bringing its total funding to $67M
SiliconANGLE
6:35 PM
Nvidia forms the Nemotron Coalition, which includes Cursor, LangChain, Mistral AI, Perplexity, and Thinking Machines Lab, to build an open model on DGX Cloud
DatacenterDynamics
6:25 PM
Nscale acquires American Intelligence & Power, which owns a 2,250-acre data center campus in West Virginia, where it plans to expand to ~8GW of compute by 2031
Wall Street Journal
6:05 PM
Austin-based Ironlight, which is building a regulated marketplace for tokenized securities, raised a $21M Series A; its platform received FINRA approval in 2025
Axios
5:50 PM
Manus introduces My Computer, a Windows and macOS app that enables its general AI agent to interact directly with the user's local files, tools, and apps
Manus
5:30 PM
Roche says it has deployed 3,500+ Nvidia Blackwell GPUs, which it calls “the greatest announced GPU footprint available to a pharmaceutical company”
DatacenterDynamics
5:10 PM
Nvidia says BYD, Geely, Isuzu, and Nissan will use its Drive Hyperion AV platform, and that Uber will launch Hyperion-powered robotaxis across 28 cities by 2028
The Verge
5:00 PM
Nvidia unveils Space-1 Vera Rubin for orbital data centers, saying the GPU delivers up to 25x more AI compute for space-based inferencing compared to the H100
DatacenterDynamics
4:55 PM
US startup Reflection AI is working with South Korea's Shinsegae Group to build a 250MW data center in South Korea, sources say in a several-billion-dollar deal
Wall Street Journal
4:40 PM
Nvidia announces NemoClaw, which combines the OpenClaw agent platform with components of Nvidia's Agent Toolkit to add privacy and security controls
The New Stack
4:30 PM
Nvidia unveils a liquid-cooled server rack with 256 Vera CPUs, each of which features 88 custom Olympus cores and LPDDR5X memory for up to 1.2 TB/s of bandwidth
The Register
4:10 PM
Z.ai launches GLM-5-Turbo, a closed-source, faster, and cheaper variant of GLM-5 optimized for agent-driven workflows and OpenClaw-style tasks
VentureBeat
4:00 PM
Nvidia announces the Nvidia Groq 3 LPX, an inference server rack featuring 256 Groq 3 LPUs, 128GB of SRAM, and 40 PBps SRAM bandwidth, available in H2 2026
CRN
3:30 PM
Jensen Huang says Nvidia expects its flagship AI chips to help generate $1T+ in sales through 2027, after previously forecasting $500B in sales through 2026
Bloomberg
3:00 PM
Nvidia unveils DLSS 5, which uses a real-time neural rendering model to add photorealistic lighting to video game frames, coming this fall to RTX 50-series GPUs
Digital Foundry
1:57 PM
A recording of Jensen Huang's Nvidia GTC 2026 keynote at the SAP Center in San Jose, California
NVIDIA on YouTube
1:35 PM
Digital asset wealth management platform Abra plans to go public on Nasdaq via a SPAC merger with New Providence at a $750M pre-money valuation
Decrypt
1:05 PM
A group of Tennessee teenagers sues xAI, alleging its AI tools were used to create nude images of them by editing photos in which they were clothed
Washington Post
12:55 PM
How Trump's opposition to state-level AI regulation has driven a wedge in the GOP, killing Florida's proposed AI Bill of Rights, which Governor DeSantis backed
New York Times
12:25 PM
Apple acquires MotionVFX, a Polish company that develops plugins, visual effects, and motion graphics tools for Final Cut Pro
MacRumors
12:10 PM
Halcyon, which uses AI to aggregate documents from public utility commissions, energy regulators, and more, raised a $21M Series A led by Energize Capital
Axios
11:25 AM
Encyclopedia Britannica and its Merriam-Webster subsidiary sue OpenAI for allegedly misusing their reference materials to train its AI models
Reuters
10:25 AM
Job ads show Southeast Asian scam hubs are recruiting humans to make deepfake video calls to facilitate crypto and romance scams
Wired
10:05 AM
Sources: OpenAI is in advanced talks with PE firms including TPG and Advent to form a JV that would distribute its enterprise tools to their portfolio companies
Reuters
9:35 AM
Sources: OpenAI appoints new leaders to oversee Stargate after deciding to rent more AI servers from cloud providers, and splits its computing effort in three
The Information
9:25 AM
Taiwan's chip sector faces critical supply risks as the island relies on the Middle East for 37% of its LNG and much of its helium and sulfur, amid the Iran war
Bloomberg
9:10 AM
Apple unveils the $549 AirPods Max 2, with an H2 chip, up to 1.5x more effective ANC, studio-quality audio recording, and camera remote, shipping in early April
Apple
8:15 AM
Chip cooling startup Frore, which designs channels that conduct liquid coolant in 3D shapes unique to each chip, raised $143M led by MVP at a $1.64B valuation
Bloomberg
7:15 AM
GovAI and Brookings: many of the people most at risk if AI transforms work are also the best placed to find new jobs, as researchers disagree over AI's impact
Washington Post
7:00 AM
Memo: Alibaba unveils Alibaba Token Hub, a new AI unit that consolidates research, consumer-facing apps, AI products, and more, as it focuses on monetizing AI
Bloomberg
6:45 AM
Sources: OpenAI faced intense backlash from its advisory council over a planned ChatGPT “adult mode”, delayed earlier in March due to technical and other issues
Wall Street Journal
6:30 AM
How tech billionaires are turning on the Giving Pledge, promoted by Bill Gates and Warren Buffett; Peter Thiel says he privately told ~12 signers to undo it
New York Times
6:17 AM
Nebius says Meta plans to spend up to $27B over the next five years to access AI infrastructure, starting with $12B of capacity in early 2027; NBIS jumps 12%+
Bloomberg
6:00 AM
Foxconn reports Q4 revenue up 22% YoY to ~$81B, net profit down 2% YoY to ~$1.4B, below ~$1.9B est., due to a higher tax expense, and a 5.9% gross profit margin
Wall Street Journal
5:45 AM
Samsung Galaxy S26 Ultra review: Privacy Display works well, meaningful camera upgrades, and sleeker than the S25 Ultra, but still big, expensive, and lacks Qi2
The Verge
4:50 AM
Google, Microsoft, LinkedIn, Meta, Amazon, OpenAI, Adobe, and Match sign a voluntary pledge to share threat intelligence about how scammers abuse their services
Axios
4:35 AM
How competition between Brazilian delivery app iFood and Meituan's Keeta in Brazil has descended into accusations of corporate espionage and shady tactics
Financial Times
3:55 AM
As AI models commodify, Apple's plans to spend just $14B on 2026 capex, far below hyperscalers' combined $650B, or 90%+ of their cash flow, may be a genius move
Asymco
2:20 AM
Sources: Hua Hong is readying a 7nm process at its Shanghai fab with Huawei's help, which would make it China's second chipmaker with such tech, after SMIC
Reuters
2:00 AM
Sources: Alibaba may unveil a Qwen-based AI agent for enterprises as soon as this week, and plans to gradually integrate the agent into its services like Alipay
Bloomberg
1:35 AM
Spotify announces Taste Profile editing in beta, the first time it lets users fine-tune its recommendations, starting with Premium subscribers in New Zealand
TechCrunch
1:25 AM
Sources: Microsoft shelved plans to add some Copilot AI features to Windows 11 and shipped some tools without the Copilot branding, to reduce AI bloat in the OS
Windows Central
1:10 AM
Reliz, which operates crypto lender BlockFills, files for Chapter 11 bankruptcy, reporting $50M to $100M in estimated assets and $100M to $500M in liabilities
The Block
12:40 AM
Google and Accel's joint AI startup accelerator Atoms picks five Indian startups from 4,000+ applications, saying ~70% of rejected applicants were AI “wrappers”
TechCrunch
12:05 AM
President Trump accuses Iran of using AI as a “disinformation weapon” to make fake images of wartime successes against the US, saying “AI can be very dangerous”
Reuters

Sunday, March 15, 2026

11:40 PM
Micron completes its $1.8B acquisition of Powerchip's DRAM fab in Taiwan, and plans a second fab of similar scale, with construction starting by the end of FY26
Reuters
11:10 PM
JD.com launches its online marketplace Joybuy in the UK, Germany, France, the Netherlands, Belgium, and Luxembourg, as it expands globally to challenge Amazon
Reuters
10:00 PM
Q&A with Waymo co-CEO Tekedra Mawakana on accidents, why autonomous vehicles won't lead to job losses, plans to license Waymo tech to other companies, and more
New York Times
8:40 PM
Standard Kernel, which is making AI-powered GPU optimization software, raised a $20M seed led by Jump Capital, with General Catalyst and others participating
Ventureburn
7:10 PM
Recovered notes from a lobbyist's phone outline a $5M payment structure tied to Argentine President Milei and other top officials' promotion of the Libra token
The Block
5:30 PM
Intellexa's founder says his firm sells surveillance tech exclusively to governments, reviving claims of state spying in Greece after being sentenced last month
OCCRP
4:10 PM
Scanner, which helps organizations build cloud-native security data lakes for threat hunting, detection, and response, raised a $22M Series A led by Sequoia
SecurityWeek
2:00 PM
Indian edtech startup upGrad plans to acquire rival Unacademy in an all-stock deal; Unacademy was valued at less than $500M in 2025, down 85% from $3.5B in 2021
TechCrunch
11:10 AM
Tether, flush with cash, has been investing in diverse sectors ranging from sleep tech company Eight Sleep to humanoid robotics company Neura Robotics
PitchBook
8:10 AM
Study: most AI-generated videos on social media about the US' Iran war push pro-Iranian views, often exaggerating its military capabilities and sophistication
New York Times
2:10 AM
The gaming industry is shaping up to be one of the AI boom's biggest casualties, from job losses to rising console prices due to the global RAM shortage
Wired
1:55 AM
Zendesk agrees to acquire Forethought, which makes AI-powered customer support software, for an undisclosed sum; Forethought has raised $115M
TechCrunch
1:00 AM
San Francisco's housing market is seeing a big rebound, driven by the AI boom; Apartment List says rents rose 14% YoY in February, the fastest growth in the US
Wall Street Journal

Saturday, March 14, 2026

10:15 PM
Takeaways from the 2026 Game Developers Conference: a high volume of job seekers amid layoffs, AI was the hot buzzword, more outsourcing than ever, and more
Bloomberg
7:15 PM
A preview of Nvidia's 2026 GTC, which kicks off on March 16, where the company is expected to unveil new agentic-optimized CPUs, a CPU-only rack, and more
CNBC
4:15 PM
Drones caused a Qatari helium-producing energy hub to shutter; crucial in chipmaking, Bloomberg says the closed hub makes up ~33% of global helium production
Yahoo Finance
2:35 PM
Kaiko: cumulative trading volume on crypto exchange Hyperliquid's perpetual oil futures surged to ~$7.3B on March 12 from $339M on February 28 amid the Iran war
Wall Street Journal
12:15 PM
Sources: ByteDance suspended the global launch of Seedance 2.0 amid copyright disputes with Hollywood studios and streamers; it was launched in China last month
The Information
11:05 AM
A survey of 1,000 hiring managers: 59% say they stress AI's role in layoffs or hiring freezes “because it plays better”; only 9% say AI has fully replaced roles
Bloomberg
8:30 AM
TSMC's N3 logic wafer capacity has become one of the AI industry's biggest constraints, which could push customers to explore greater foundry diversification
SemiAnalysis
5:30 AM
An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI compute, Nvidia securing TSMC N3 allocation early, and more
Dwarkesh Podcast
2:30 AM
An excerpt from the upcoming book Project Maven details how the Pentagon enlisted Silicon Valley to build AI-powered tools of war, now being used in Iran
Bloomberg
2:20 AM
Mobile internet blackouts hit Moscow as the Kremlin tightens control; Roskomnadzor data shows average daily traffic is down ~20% in March compared to February
Financial Times
1:55 AM
Palantir software demos and DOD records show how the military may be using AI chatbots, including the kinds of queries and the data used to generate responses
Wired
1:10 AM
Singapore-based MetaComp, which bridges traditional fiat payment rails and stablecoin settlement infrastructure, raised $35M across two pre-Series A rounds
The Block
1:01 AM
A survey of 1,692 US physicians: over 80% use AI professionally and the most common use cases are medical research summarization and clinical care documentation
American Medical Association

Friday, March 13, 2026

10:00 PM
The US Army awards Anduril a 10-year contract worth up to $20B to buy its software, hardware, and services; the deal includes a 5-year optional ordering period
Bloomberg
9:20 PM
A US government website shows the Commerce Department withdrew a planned rule tightening AI chip exports; a draft was sent to agencies for feedback in February
Reuters
8:40 PM
Sources: Meta plans sweeping layoffs that could affect 20% or more of the company, amid mounting AI infrastructure costs; it had ~79,000 employees as of Dec. 31
Reuters
8:20 PM
A US judge questions Elon Musk's $134B claim for damages in his lawsuit against OpenAI and Microsoft but rules Musk can still make his case to a jury
Financial Times
7:05 PM
$TRUMP memecoin surged as much as 60% after its promoters announced a gala luncheon at Mar-a-Lago with Trump; the White House hasn't confirmed his attendance
Bloomberg
6:35 PM
Amazon wins its appeal against a €746M GDPR fine imposed by Luxembourg's privacy watchdog after a court finds the watchdog had not properly done its analysis
Reuters
6:12 PM
Sources: the Trump administration is set to receive a ~$10B fee from investors in TikTok's US business for the government's role in brokering the TikTok US deal
Wall Street Journal
5:35 PM
Digg announces a “hard reset” and shuts down operations two months after it was relaunched by Kevin Rose and Alexis Ohanian, citing the scale of AI bot spam
The Verge
5:15 PM
Facebook launches new tools to help creators detect and report impersonation, and updates guidelines to better define what it considers to be “original content”
TechCrunch
5:00 PM
Sources: Mirendil, founded by former Anthropic researchers to develop AI models for scientific research, is in talks to raise $175M at a $1B valuation
The Information
4:40 PM
Didi reports Q4 revenue up 10.5% YoY to $8.46B, international revenue up 47% YoY to $638M, and a net loss of $43.48M amid an overseas expansion push
Reuters
4:10 PM
MacBook Neo teardown: most repairable MacBook in ~14 years, with no parts pairing issues, a screwed-down battery, and relatively easy keyboard replacement
iFixit News
3:45 PM
Travis Kalanick renames CloudKitchens' parent company as Atoms, focused on creating “gainfully employed robots” for the food, mining, and transport industries
Bloomberg
3:30 PM
Claude Opus 4.6 and Sonnet 4.6 now offer a 1M context window at standard pricing; it is the default for Claude Code Max, Team, and Enterprise users on Opus 4.6
Anthropic
2:05 PM
Meta says Instagram will no longer support end-to-end encrypted messages starting May 8, saying “very few people” were using E2EE in their DMs
Android Police
1:50 PM
Sources: Travis Kalanick prepares to launch a self-driving car company with backing from Uber and has been discussing acquiring Anthony Levandowski's Pronto.ai
The Information
1:05 PM
Elon Musk says xAI “was not built right first time around, so is being rebuilt from the foundations up”
Electrek
12:55 PM
AWS plans to deploy Cerebras' Wafer-Scale Engine chip for AI inference functions; AWS will still offer slower, cheaper computing using its Trainium processors
Wall Street Journal
12:35 PM
Amazon Prime Video plans to raise the price of its ad-free plan, Ultra, to $4.99 per month, and add support for up to five simultaneous streams, from April 10
The Verge
12:01 PM
Sources: Elon Musk pushed out two more xAI co-founders after getting frustrated with xAI's coding product progress and brought in “fixers” from SpaceX and Tesla
Financial Times
11:10 AM
Adobe will pay a $75M fine and provide $75M in free services to users to resolve a US government lawsuit accusing it of concealing termination fees, and more
Reuters
10:15 AM
Peacock adds a new feature to its app that uses AI to curate personalized vertical video playlists, narrated by a generative AI avatar of host Andy Cohen
TechCrunch
9:30 AM
Banking, manufacturing, and other EU businesses warn “tech sovereignty” could hit profits and competitiveness as Brussels aims to cut reliance on US tech giants
Financial Times
8:35 AM
Uber is relaunching a robotaxi service with Hyundai-backed Motional in Las Vegas; the service will have a safety driver behind the wheel until the end of 2026
Bloomberg
7:01 AM
STMicro says it will retrain workers and deploy humanoid robots in its older chip plants for repetitive and physically demanding tasks, aiming to avoid closures
Reuters
5:35 AM
Sources: HSBC and Standard Chartered are set to be among the first licensed stablecoin issuers in Hong Kong, as the city pushes to become a crypto hub
Bloomberg
5:05 AM
China approves the market launch of an invasive BCI system that helps restore hand movement, the world's first approval of such a device for commercial use
Reuters
2:05 AM
Alex Karp says AI disrupts the economic power of “humanities-trained, largely Democratic voters” and strengthens that of “working-class, often male voters”
HuffPost
12:30 AM
Docs: Binance investigators found accounts, including of a VIP Chinese trader and a suspected Iranian gold smuggler, that helped move $1B to Iran-linked groups
Fortune

Thursday, March 12, 2026

11:55 PM
Source: the perpetrators of the wiper attack on Stryker appear to have used Microsoft Intune to issue a “remote wipe” command against all connected devices
Krebs on Security
11:40 PM
Sources: ByteDance is working with Aolani Cloud to deploy ~500 Nvidia Blackwell systems in Malaysia, totaling ~36,000 B200 chips; the hardware could cost $2.5B+
Wall Street Journal
11:30 PM
The European Commission says “X has submitted remedies in relation to its blue check mark” in the EU and the commission will now “assess the proposed remedies”
Bloomberg
10:45 PM
A survey of US adults: 75% say they have heard a lot or a little about data centers; 39% say they are bad for the environment, and 38% bad for home energy costs
Pew Research Center
10:35 PM
Developers on AI coding: many are enthusiastic and now feel more like architects than construction workers, some say software jobs openings may grow, and more
New York Times
10:00 PM
Apple is lowering its commission for its App Store in mainland China from 30% to 25%, starting on March 15, “following discussions with the Chinese regulator”
Bloomberg
9:55 PM
Telus Digital confirms a security incident after ShinyHunters claimed to have stolen nearly 1PB of data from the Canadian BPO giant in a multimonth breach
BleepingComputer
9:20 PM
Sources: Qualified Health, which helps health care organizations assess and orchestrate AI tools, is raising a ~$100M Series A from NEA, SignalFire, and others
Axios
8:45 PM
Social media addiction trial: the plaintiff, Meta, and YouTube make their closing arguments; jurors begin deliberations on the liability for harms to children
Associated Press
8:25 PM
Sources: UK-based cloud provider Nscale is in talks to buy a major data center site in West Virginia; Amazon and Meta have also expressed interest in the site
The Information
8:05 PM
A US appeals court voids much of a March 2025 injunction blocking California's online child safety law, while keeping some of the law's provisions blocked
Reuters
7:50 PM
Sources: Meta delayed the launch of its Avocado model to at least May over performance concerns and discussed temporarily licensing Gemini to power its products
New York Times
7:45 PM
Adobe reports Q1 revenue up 12% YoY to $6.4B, vs. $6.28B est., adjusted EPS above estimates, and forecasts Q2 revenue between $6.43B and $6.48B, vs. $6.43B est.
Reuters
7:25 PM
Allen Institute for AI CEO Ali Farhadi steps down after two and a half years to pursue research ambitions; founding member Peter Clark will serve as interim CEO
GeekWire
5:25 PM
Sources: Amazon plans to move its Prime Day sale from July to late June; the shift affects its financial reporting, with event sales coming in Q2 rather than Q3
Bloomberg
5:15 PM
Sources: Meta has paused the Persian Gulf section of its 2Africa subsea cable project as the war in the Middle East freezes activity in the region
Bloomberg
4:20 PM
Adobe says CEO Shantanu Narayen will step down after it names his successor; Narayen became CEO in 2007 and will stay on as chair of the board; ADBE drops 6%+
CNBC
4:00 PM
xAI hires senior Cursor leaders Andrew Milich and Jason Ginsberg; Elon Musk said he expects xAI to “catch up and exceed our competitors” in coding by mid-2026
The Information
3:15 PM
Tinder unveils updates meant to reinvigorate its product, bolster safety, and harness AI, including an Events tab and a virtual speed dating test in Los Angeles
TechCrunch
2:55 PM
PayPay shares jump 19% in their Nasdaq debut after the company's $879.8M US IPO, the biggest listing by a Japanese company on a US stock exchange in a decade
Bloomberg
2:15 PM
DOD CTO Emil Michael says Anthropic's Claude models would “pollute” the DOD's supply chain because they have “a different policy preference” that is baked in
CNBC
1:40 PM
Swarm Aero, which is developing large swarming drones capable of carrying missiles and cargo, raised a $35M Series A, following a $22M seed in 2023
Axios
1:01 PM
A US DOJ-led international law enforcement operation disrupted SocksEscort, a residential proxy network used to exploit residential routers worldwide
The Register
12:50 PM
Sunday, which is building autonomous home robots, raised a $165M Series B led by Coatue at a valuation of $1.15B, and aims to begin testing in homes this year
Bloomberg
12:35 PM
Michael Dell says “I don't think a company can dictate to a sovereign government what it does with its tools”, answering a question about the Anthropic-DOD feud
Bloomberg
12:25 PM
Gumloop, which helps companies deploy reliable AI agents that handle complex, multi-step tasks, raised a $50M Series B led by Benchmark
TechCrunch
12:15 PM
Paris-based Waiv, which uses AI to enable more precise testing of cancer, raised $33M after spinning out of AI diagnostics and drug discovery platform Owkin
Sifted
12:10 PM
Anthropic says Claude can now generate custom charts, diagrams, and other visualizations directly in a conversation, turned on by default for all users in beta
The Verge
12:05 PM
Sources: Greenoaks founder Neil Mehta is pitching an endowment-type fund to Silicon Valley billionaires to influence CA politics, aiming to raise $100M to $500M
Bloomberg
11:45 AM
Amazon announces new personality styles for Alexa+, including an adult-only “Sassy” option, which Alexa says won't get into areas like explicit sexual content
TechCrunch
11:40 AM
European video game age ratings body PEGI plans to add four new age-rating categories in June to tackle elements of addictive design in games, like loot boxes
Eurogamer.net
11:30 AM
Microsoft says EVP of Experiences and Devices, Rajesh Jha, plans to retire on July 1 after 35+ years at Microsoft and promotes four of his direct reports to EVP
The Verge