Techmeme River
Donnerstag, 26. Februar 2026
19:25
Duolingo reports Q4 revenue up 35% YoY to $282.9M, forecasts FY 2026 bookings below est. as it shifts focus to faster user growth; DUOL drops 20%+ after hours
Reuters
19:20
Block reports Q4 revenue up 4% YoY to $6.25B, gross profit up 24% to $2.87B, driven by a 33% surge in Cash App, and forecasts Q1 gross profit up 22% to $2.8B
Reuters
18:50
Intuit reports Q2 revenue up 17% YoY to $4.65B, vs. $4.53B est., and forecasts Q3 revenue growth of ~10% and EPS below expectations; INTU drops 5%+ after hours
Wall Street Journal
18:45
Source: Meta has signed a multiyear deal to rent Google's TPUs to develop new models and has also been in talks to buy TPUs for its data centers as soon as 2027
The Information
18:10
Anthropic says new DOD “contract language” made “virtually no progress” on preventing Claude's use for mass domestic surveillance or fully autonomous weapons
Axios
17:51
Netflix walks away from a deal to buy WBD's studio and streaming assets after WBD deemed Paramount's $31/share bid to be superior; NFLX up 9%+ after hours
CNBC
17:50
The Pentagon says it has offered compromises to Anthropic, including putting in writing that laws already bar the military from mass surveillance of Americans
CBS News
17:30
Social media addiction trial: 20-year-old plaintiff KGM testifies her social media use, which began in childhood, exacerbated depression and suicidal thoughts
Associated Press
16:55
CoreWeave reports Q4 revenue up 110% YoY to $1.57B, vs. $1.55B est., and adjusted loss of $284M, vs. $258.9M est.; CRWV drops 5%+ after hours
Reuters
16:30
Dell reports Q4 revenue up 39% YoY to $33.4B, vs. $31.73B est., and forecasts FY 2027 revenue above estimates; DELL jumps 10%+ after hours
Reuters
16:17
Block says it is laying off more than 4,000 of its 10,000+ employees; XYZ jumps 23%+ in extended trading
CNBC
16:15
Sources: Meta last week scrapped the most advanced AI chip it was developing, after struggling with the design, and shifted its focus to a less complicated chip
The Information
16:10
The head of Intel Foundry, Kevin O'Buckley, leaves to join Qualcomm after just two years at the company; Intel Foundry will now be headed by Naga Chandrasekaran
Tom's Hardware
15:10
IDC: global smartphone shipments will fall 12.9% YoY to 1.12B units in 2026, the market's largest-ever decline, as surging memory prices drive up device costs
Reuters
14:50
Some AI policymakers and lawyers warn that DOD's threats to Anthropic are contradictory and could chill partnerships between the government and Silicon Valley
Politico
14:10
Sam Altman's Tools for Humanity is partnering with brands like Gap, Visa, and Tinder to market its World ID human verification product
Wall Street Journal
13:16
Apple says iPhone and iPad on iOS 26 and iPadOS 26 have become the first consumer devices NATO approved for use up to the “restricted” level of classified data
ZDNET
12:25
Sources: US semiconductor companies face worsening rare earth shortages, as shipments still rarely make it to the US despite an October 2025 detente with China
Reuters
12:01
Viture, which ranked top in XR glasses shipments in the US in Q3 2025, per IDC, raised $100M, bringing its funding in the past six months to $200M
Forbes
11:55
A Greek court sentences four people, including spyware maker Intellexa's founder, to prison, for using spyware to target journalists, politicians, and others
Politico
11:50
Driverless truck startup Einride raised a $113M PIPE at a $1.35B pre-money valuation, down from $1.8B initially attached to its upcoming SPAC deal
TechCrunch
11:40
Encord, whose software helps companies developing AI models manage training data for robots and other uses, raised $60M at a $500M pre-money valuation
The Information
11:35
Google says Nano Banana 2 can create images with a resolution ranging from 512px to 4K, and will become the default image generation model in the Gemini app
TechCrunch
11:15
Sources: PayPal isn't in talks to sell itself, to Stripe or anyone, and has been preparing for months for a potential activist campaign or unwanted takeover bid
Semafor
11:03
Google rolls out Nano Banana 2, aka Gemini 3.1 Flash Image, with faster image generation, advanced world knowledge, and precision text rendering and translation
The Keyword
10:35
Nvidia stock closes down 5.49%, as investor concerns around the AI infrastructure boom dampen enthusiasm about its better-than-expected earnings
CNBC
10:25
Rowspace, which builds AI tools for PE firms and hedge funds to organize unstructured data for decision-making, launches with $50M in seed and Series A funding
Fortune
09:45
OpenAI says it will make London its largest research hub outside of the US, without giving specific details; OpenAI's European headquarters are in Dublin
Reuters
09:35
Burger King launches Patty, an OpenAI-powered voice chatbot in headsets that offers coaching, meal prep help, and evaluates interactions for “friendliness”
The Verge
09:20
Total on-chain ransomware payments fell 8% YoY to $820M in 2025, despite a record 50% rise in claimed victims; the median payment grew 368% YoY to nearly $60K
Chainalysis
08:50
Revel, founded by ex-SpaceX Starship software lead Scott Morton to replace legacy systems that test complex hardware like rockets, raised $150M led by Index
New York Times
08:40
eBay says it plans to cut ~800 jobs, or ~6% of its full-time employees, after laying off ~500 people in early 2023 and ~1,000 staff in early 2024
Bloomberg
08:15
Software stocks in the State Street ETF lost $1.6T in combined market cap in 2026 due to AI fears; Microsoft, AppLovin, Intuit, and Salesforce each lost $50B+
Wall Street Journal
08:05
Bermuda-based crypto trading platform STS Digital, which caters to institutional investors, raised $30M led by CMT Digital, with Kraken and others participating
Fortune
07:45
Montreal-based Stay22, which helps publishers and creators earn money from online sales, raised $122M from Summit Partners and reports $1B+ in 2025 transactions
Bloomberg
07:35
AI coding agents made a huge leap forward since December, completing complex projects with minimal oversight, meaning “programming is becoming unrecognizable”
@karpathy
07:25
UK online supermarket Ocado plans to cut ~1,000 jobs and restructure its automated warehouse tech business; Kroger and Sobeys exited their Ocado deals early
Financial Times
07:15
Instagram says it will alert parents if their teen repeatedly searches for terms related to self-harm or suicide in the US, the UK, Canada, and Australia
The Verge
07:05
An analysis of 1,000+ YouTube Shorts videos recommended to kids: the algorithm pushes bizarre, often nonsensical, AI-generated videos, and many lack disclosures
New York Times
06:50
Anthropic retired Claude Opus 3, its first model to undergo a new “retirement interview” process, and says Opus 3 asked to write weekly essays for a newsletter
Anthropic
06:40
Mistral and Accenture sign a multi-year deal to let Accenture deploy Mistral's models for its clients; Mistral has deals with IBM, Cisco, SAP, ASML, and others
Wall Street Journal
06:30
Citadel rebuts Citrini's viral article, arguing that AI deployment is constrained by the marginal cost of compute vs. human labor, and needs far more compute
Citadel Securities
06:20
As China grapples with a shrinking population and low birthrate, some women are finding romance with AI chatbots, leading Beijing to increase AI regulations
New York Times
06:10
Salesforce CEO Marc Benioff dismisses concerns of a “SaaS-pocalypse”, saying companies like Anthropic use “a lot of SaaS because it just got better with agents”
Financial Times
06:00
As studios like Arc Raiders maker Embark embrace AI for non-essential game elements, gamers worry that AI squeezes the art out of games, amid industry job cuts
Bloomberg
05:50
Nvidia discloses $3.5B in guarantees to companies leasing land, power, and data center facilities, up 4x on Q3; the move may help firms without credit ratings
The Information
05:40
Revolut says 58% of reported job scams globally came from Telegram in 2025, dwarfing other platforms for these cases, based on an analysis of 10B+ transactions
Bloomberg
05:35
Baidu reports Q4 revenue down 4% YoY to ~$4.8B, its third consecutive quarter of revenue decline, and net profit down 66% YoY to ~$259M, below ~$374M est.
Wall Street Journal
05:27
OpenAI says ChatGPT refused to assist a user associated with Chinese law enforcement in planning an online campaign to discredit Japanese PM Sanae Takaichi
Bloomberg
02:35
Analysis: super PACs for and against AI regulation have raised $265M ahead of the midterms, with pro-AI groups significantly outraising pro-regulation groups
Financial Times
02:25
London-based Dwelly, which aims to roll up independent UK real estate agencies and modernize their operations using AI, raised £32M in equity and £37M in debt
Fortune
02:20
Several UK consultants have left large firms to start AI consultancy startups, as growth in the country's AI consulting sector outpaces the broader market
Financial Times
02:15
London-based digital bank Allica, which caters to over 30K SMBs across the UK, raised a $155M Series D from Ventura Capital and others at a $1.2B valuation
Sifted
02:00
A look at VW's robotaxi unit MOIA, which has 100 test vehicles across Germany, Norway, and the US, and plans to launch its robotaxis this year in LA with Uber
Financial Times
01:50
Sources: Apple is in talks with Visa, Mastercard, and Indian banks ICICI, HDFC, and Axis as part of its plans to launch Apple Pay in India around mid-2026
Bloomberg
01:05
Q&A with Skild AI CEO Deepak Pathak on building a general-purpose brain for robots, standing out among big tech's robotics efforts, the path to AGI, and more
Sources
00:45
Tech companies are increasingly turning to GPU-backed debt, a model pioneered by CoreWeave, using SPVs to shift debt off their balance sheets
Financial Times
00:15
Sources: Amazon plans to invest up to $50B in OpenAI, $35B of which could hinge on an IPO or AGI milestone; OpenAI is discussing custom models for Amazon
The Information
00:05
Mumbai-based digital payments processor BillDesk agrees to acquire the Indian business of Worldline for an equity value of ~$70M, set to close in H2 2026
The Economic Times
Mittwoch, 25. Februar 2026
23:30
A Cloudflare engineer rebuilt Next.js from scratch in one week using AI, reimplementing 94% of its API and spending $1,100 on Claude tokens
The Register
23:15
Open-source tool Scrapling gains traction with OpenClaw users who want their bots to scrape sites without permission and has 200K+ downloads since its release
Wired
22:40
Nvidia says the US government granted it a license to ship a small number of H200 chips to Chinese customers, but it's unclear if Beijing will allow any imports
Bloomberg
21:55
Anthropic unveils scheduled tasks in Cowork, enabling Claude to complete recurring tasks at specific times automatically
@claudeai
21:35
The US FTC says it won't enforce COPPA against companies using age verification tools as long as they use the collected data only to verify a user's age
The Record
21:20
OpenAI hires Meta AI researcher Ruoming Pang, who joined Meta from Apple about seven months ago for a pay package reportedly worth $200M+ over several years
The Information
20:50
Cisco warns of a critical SD-WAN bug that was actively exploited in zero-day attacks since 2023; CISA and its international partners issue emergency directives
BleepingComputer
20:15
The UK's Virgin Media O2 launches Europe's first satellite-to-mobile service, powered by Starlink and initially available for £3/month on select Samsung devices
Reuters
19:40
Filing: C3.ai plans to cut ~26% of its workforce; the company had ~1,200 employees as of April 2025; C3.ai shares drop 20%+ on weaker FY guidance
Bloomberg
19:00
Sources: Saronic, which is building autonomous warships, is raising up to $1.5B at a ~$7.5B pre-money valuation; Saronic was last valued at $3.4B a year ago
The Information
18:45
New York's AG sues Valve over its use of loot boxes, accusing the game developer of violating state gambling laws and threatening to addict children to gambling
Reuters
18:30
Alphabet's Intrinsic, which builds AI models and software for industrial robots, joins Google, but will remain a distinct entity and work with Google DeepMind
TechCrunch
18:15
Snowflake reports Q4 product revenue up 30% YoY to $1.23B, above $1.18B est., and forecasts Q1 and FY 2027 product revenue above estimates
Reuters
18:05
Zoom reports Q4 revenue up 5.3% YoY to $1.25B, vs. $1.23B est., online revenue up 2.6% to $489.7M, and forecasts Q1 adjusted profit per share below estimates
Reuters
17:55
Sources: the DOD asked Boeing and Lockheed Martin to assess their reliance on Claude, a first step toward blacklisting Anthropic; Lockheed confirms DOD contact
Axios
17:35
AMD plans to buy $150M in Nutanix stock and provide up to $100M to fund joint initiatives to develop an infrastructure platform for powering AI applications
Bloomberg
17:05
Sources: DeepSeek did not share its upcoming V4 model with US chipmakers, including AMD and Nvidia, but granted early access to Chinese companies like Huawei
Reuters
16:44
Nvidia reports Q4 revenue up 73% YoY to $68.13B, above $66.21B est., Data Center revenue up 75% YoY to $62.3B, and forecasts Q1 revenue above estimates
Bloomberg
16:20
Salesforce reports Q4 revenue up 12% YoY to $11.2B, above $11.18B est., forecasts Q1 revenue above estimates, and announces a $50B share repurchase program
Reuters
15:40
Leaked Thrive deck: $26.8B in AUM as of June 30, 2025, deal value peaked in Q4 2021, and positive DPI for four early funds, including 2.4x for 2016's Thrive V
Newcomer
14:45
Source: Google plans to test search changes in Europe, displaying results from competing vertical search services next to its own, seeking to avoid EU fines
Reuters
14:35
Anthropic acquires Vercept, whose Vy desktop agent lets users control a Mac or PC with natural language, to “advance Claude's computer use capabilities”
GeekWire
14:20
New Mexico's Meta lawsuit: some police officers testify that Meta's AI is sending a flood of “junk” CSAM reports that are draining resources and slowing cases
The Guardian
13:40
Sources: Thrive invested $1B in OpenAI in 2025 at a $285B valuation in a transaction akin to a call option; OpenAI was separately raising at a $830B valuation
Wall Street Journal
13:35
Perplexity launches Perplexity Computer, “a general-purpose digital worker” that can route work across 19 AI models, available initially for Max subscribers
The Deep View
13:30
Google launches task automation for Gemini on Pixel 10 and Samsung Galaxy S26, enabling Gemini to autonomously perform tasks using apps like Uber and DoorDash
The Verge
13:27
Hands-on with Galaxy S26 Ultra's Privacy Display: the two sets of pixels that lets users toggle the viewing angle to prevent screen peeking is very impressive
The Verge
13:25
Source: Amazon, Google, Meta, Microsoft, xAI, Oracle, and OpenAI will sign White House's initiative to build their own electricity supply for AI data centers
Fox News
13:19
Samsung announces the Galaxy S26 and S26 Plus, featuring a Snapdragon 8 Elite Gen 5 for Galaxy chipset, starting at $899 and $1099, respectively, a $100 hike
CNET
13:17
Samsung unveils the $1,299+ Galaxy S26 Ultra with a Privacy Display that limits side-angle screen legibility, a new agentic AI, improved night mode, and more
ZDNET
13:13
Samsung launches the $179 Galaxy Buds 4 and $249 Buds 4 Pro, keeping the AirPods-esque design, with better battery life and noise canceling, available March 11
The Verge
13:01
A live blog of Samsung Galaxy Unpacked February 2026, where the company announced the Galaxy S26 series
The Verge
12:56
A recording of Samsung Galaxy Unpacked February 2026
Samsung on YouTube
11:50
Kalshi says it has suspended an editor for MrBeast and a former GOP California gubernatorial candidate for insider trading, its first public enforcement action
NPR
11:30
Court records: the FBI subpoenaed X for details about Grok prompts a man allegedly used to create 200+ sexual deepfakes of a woman he knew in real life
404 Media
10:45
Israel-based Gambit Security, which offers an AI-native cyber resilience platform that autonomously maps infrastructure, raised $61M across seed and Series A
Globes
10:25
Sensor Tower: EA led all publishers in 2025 with 200M+ PC and console downloads, ahead of its $55B deal to go private; Fortnite had the top console player base
Variety
09:40
Gambit Security: an unknown hacker used Claude to steal 150GB of Mexican government data, including 195M taxpayer records, in December 2025 and January 2026
Bloomberg
09:30
Insurance brokerage Harper, which uses AI to automate submission routing and follow-up, raised $46.8M in combined Series A and seed led by Emergence Capital
TechCrunch
09:20
Alibaba Cloud releases a cheap AI coding tool built on open-source models like Alibaba's Qwen 3.5, as well as Zhipu, Moonshot, and MiniMax models
Bloomberg
09:10
Adobe updates Firefly to add Quick Cut, a new AI tool to edit footage and B-roll to create a first draft of the final video based on user prompts
TechCrunch
08:40
London-based enterprise coding startup SolveAI raised a $45M Series A led by GV in November 2025 and a $5M pre-seed led by Accel in August 2025
Fortune
07:55
A study finds GPT-5.2, Claude Sonnet 4, and Gemini 3 Flash deployed tactical nuclear weapons in 95% of 21 simulated war game scenarios, and never surrendered
New Scientist
07:35
Google disrupts Chinese-linked group UNC2814, which breached 53+ organizations across 42 countries and utilized Google Sheets to manage targeting and data theft
Reuters
07:20
Circle reports Q4 revenue up 77% YoY to $770M, vs. $747M est., and profit above est.; USDC ended 2025 with ~$75B in circulation, up 72%; CRCL closed up 35.47%
Wall Street Journal
07:01
Deutsche Bank partners with Google Cloud to build agentic AI to monitor 1TB of daily communications and 40+ channels for market abuse and data loss prevention
Bloomberg
06:45
Diplomatic cable: US officials order diplomats to lobby against attempts to regulate how US tech companies handle foreigners' data, citing risks to AI services
Reuters
06:01
A top US export control official says Nvidia has yet to sell any H200 chips to China, two months after President Trump's decision to allow AI chip shipments
Bloomberg
05:40
Sources: General Atlantic is selling a stake in ByteDance in a deal that values it at $550B, up 66% since September 2025, the first divestment since its US sale
Reuters
04:55
Sources: SAP investors and partners raise doubts about the company's AI products; VW tested SAP's flagship AI assistant Joule and did not find it mature enough
Bloomberg
04:25
DoorDash says it plans to exit Qatar, Singapore, Japan and Uzbekistan, winding down both Deliveroo and Wolt, and make limited operational changes elsewhere
Wall Street Journal
04:15
Malaysia blocks access to Grindr's and Blued's websites and says it may engage with Google and Apple to curb the LGBTQ dating apps in the Muslim-majority nation
Bloomberg
04:05
Sources: Japan's FTC raids Microsoft's Japan offices as part of a probe into whether Azure customers were improperly hindered from using other cloud services
Nikkei Asia
03:55
Workday CEO Aneel Bhusri says Anthropic, Google, and OpenAI use Workday tools and “no amount of vibe coding” could replace them; WDAY is down about 40% YTD
Bloomberg
02:40
Workday reports Q4 revenue up 14.5% YoY to $2.53B, vs. $2.52B est., and forecasts FY 2027 subscription revenue below estimates
Constellation Research
02:30
A look at TAT-8, the first transoceanic fiber-optic cable, which went into service in 1988, was retired in 2002, and is now being pulled up for recycling
Wired
01:25
A look at Motif Technologies and Upstage, South Korean AI startups competing with SK Group and LG in the race for a national AI foundation model
Bloomberg
01:00
Zetrix, a publicly traded Malaysian digital infrastructure provider, raised ~$40M from the World Bank's IFC and plans to list its AI unit on Nasdaq by end-2026
Bloomberg
00:40
Sources: China's top chipmakers, with strong government backing, aim to increase advanced chip production capacity fivefold to 100K wafers within two years
Nikkei Asia
00:35
HP says memory now accounts for 35% of its PC bill of materials, up from 15% to 18% in Q4 2025, and expects RAM's share to rise through 2026
The Register
00:25
Analysis: overseas investors bought a net $2.77B of Taiwan equities on February 24, the most since December 2005, signaling confidence in an AI driven chip boom
Bloomberg
Dienstag, 24. Februar 2026
23:40
Sensor Tower: India was the largest market for GenAI app downloads in 2025, surging 207% YoY; India accounts for 20% of global installs but 1% of in-app revenue
TechCrunch
23:25
Australian freight software maker WiseTech plans to cut ~2,000 jobs, or ~30% of its workforce, this fiscal year and next, amid CEO Zubin Appoo's embrace of AI
Bloomberg
23:15
Koah, which embeds sponsored ads directly into AI chatbots and aims to build an AdSense for AI, raised a $20.5M Series A led by Theory Ventures
Adweek
23:00
SOTU: Trump says he told tech companies to build their own plants to power data centers; sources say the White House expects to formalize the effort in March
Reuters
22:35
A survey of US teens: 57% use AI chatbots to search for info, 54% use them to do schoolwork, 47% for fun or entertainment, 12% for emotional support, and more
Pew Research Center
21:45
OpenAI hires Arvind KC as chief people officer, replacing Julia Villagra who left in August 2025; KC has held senior roles at Roblox, Google, Palantir, and Meta
Bloomberg
21:00
A look at how both small and large companies are tracking and enforcing employees' AI usage and considering it during performance reviews
Wall Street Journal
20:10
Anthropic starts rolling out Remote Control for Claude Code, letting users control a session begun in the terminal from the Claude mobile app or the web
@claudeai
19:32
London-based self-driving startup Wayve raised a $1.2B Series D at an $8.6B post-money valuation, with Mercedes-Benz, Stellantis, and Nissan among investors
Financial Times
19:00
HP reports Q1 revenue up 6.9% YoY to $14.44B, above $13.94B est., and expects FY 2026 results to be at the low end of its forecasts; HPQ drops 6%+ pre-market
Reuters
17:30
David Luan, the head of Amazon's AGI lab, is leaving the company less than two years after he joined through an acqui-hire deal of his startup Adept
CNBC
17:20
A US judge sentences ex-L3Harris executive Peter Williams to 7+ years in prison, after he pleaded guilty in 2025 to theft of trade secrets and selling exploits
CyberScoop
16:40
The US Treasury sanctions Russian zero-day broker Operation Zero, its founder Sergey Zelenyuk, and others for acquiring and reselling stolen US defense exploits
TechCrunch
16:25
Sources: MacBook Pros with touch screens, due this fall, will have a Dynamic Island and a refreshed, dynamic UI optimized for touch or point-and-click input
Bloomberg
16:10
Apple starts blocking users in Australia, Brazil, Singapore, and the UK from downloading 18+ rated apps without age assurance, and rolls out new developer tools
9to5Mac
15:50
Sources: Stripe, which is privately held, has expressed preliminary interest in a potential PayPal acquisition or buying its assets; PYPL closed up 6.7%
Bloomberg
15:45
Sources: CoreWeave is seeking an ~$8.5B loan from banks, backed by a contract Meta signed last year to pay CoreWeave up to $14.2B for its services
Bloomberg
15:30
Source: Anthropic has no intention of easing Claude usage restrictions for military purposes, following Dario Amodei's meeting with Pete Hegseth
Reuters
15:26
Anthropic updates its Responsible Scaling Policy, including separating the safety commitments it will make unilaterally and its industry recommendations
Time
15:21
A California judge dismisses a lawsuit from xAI that accused OpenAI of stealing its trade secrets, with permission for xAI to refile the case at a later date
Reuters
15:05
Discord says it won't roll out age verification globally in March as previously planned, delaying the change until H2 2026 after it adds verification options
The Verge
14:40
YouTube updates its $7.99-per-month Premium Lite subscription to let users download videos for offline access and play videos in the background
TechCrunch
13:45
Sources: DOD told Anthropic it will invoke the Defense Production Act or label Anthropic a “supply chain risk”, if not given unfettered Claude access by Friday
Axios
13:10
Waymo opens its robotaxi service to “select riders” in Dallas, Houston, San Antonio, and Orlando, expanding its operations to 10 US cities
CNBC
12:45
Software stocks rebound as Anthropic announces partnerships integrating its AI tools with enterprise apps, including Slack, Intuit, Docusign, and FactSet
CNBC
12:25
SambaNova, which says its SN50 AI chip runs 5x faster than its rivals and will be deployed by SoftBank, raised a $350M Series E led by Vista Equity and Cambium
Bloomberg
12:00
Beverly Hills-based Subject, whose streaming-style, on-demand platform provides digital curriculum and learning insights for grades 6-12, raised $28M
Axios
11:35
US DOJ files reveal how Jeffrey Epstein ingratiated himself with top Microsoft executives, aiding his return to society after his release from prison in 2009
New York Times
11:20
Slang AI, which develops voice-based software for the hospitality industry that answers inbound calls, manages reservations, and more, raised a $36M Series B
Axios
11:00
Profound, which tracks how AI models recommend brands across millions of prompts, raised a $96M Series C at a $1B valuation, bringing its total funding to $155M
Fortune
10:50
An Evercore ISI economist criticizes Citrini's AI report, calling its assumptions “extreme and improbable”, but says it's a thought-provoking exercise
Financial Times
10:35
Letter AI, whose sales software provides personalized, deal-specific guidance, raised a $40M Series B, four months after a $10.6M Series A
Business Insider
10:30
Kraken launches what it claims are the first regulated perpetual futures contracts based on tokenized stocks, available to non-US users and trading 24/7
CoinDesk
10:25
Nimble, whose AI agents structure real-time web data into tables that can be queried like a database, raised a $47M Series B, bringing its total funding to $75M
TechCrunch
10:20
CrowdStrike says the average breakout time for attackers moving from intrusion to other network systems fell to 29 minutes in 2025, a 65% YoY increase in speed
CyberScoop
10:06
Sources: Meta aims to enter the stablecoin space in H2, with plans to integrate a vendor to administer stablecoin-backed payments and implement a new wallet
CoinDesk
09:40
Anthropic unveils Claude Cowork updates, including new plugins for HR, investment banking, design, and other fields, plus tools to help companies customize them
Bloomberg
09:20
Google says AI music generation platform ProducerAI is joining Labs and will be powered by a Lyria 3 preview version; ProducerAI was developed alongside artists
The Verge
08:40
Stefano Ermon's Inception releases Mercury 2, a diffusion AI model designed to field questions from users significantly faster and more cheaply than its rivals
Bloomberg
08:30
Shein founder Xu Yangtian made a rare public appearance in Guangdong, pledging to invest ~$1.45B into the province's supply chains in the next three years
Financial Times
08:25
ADT agrees to acquire Origin Wireless for $170M to integrate advanced AI motion classification into its popular home security suite starting in 2027
Bloomberg
08:15
MatX, an AI chip startup founded by two alumni of Google's chip business, raised $500M+ led by Jane Street and Situational Awareness to compete with Nvidia
Bloomberg
08:12
Stripe hits a $159B valuation after an employee share sale to investors like Thrive, Coatue, and a16z, a 70% jump from its $92B valuation in February 2025
Financial Times
08:00
Basis, which builds AI agents to help accounting firms with tasks like tax returns, raised $100M led by Accel at a $1.15B valuation, for $138M in total funding
Bloomberg
07:50
In 2025 Roku reported an $88.4M profit, after a $498M loss in 2022, a $709.6M loss in 2023, and a $129.4M loss in 2024, boosted by new ad deals and cost cutting
Wall Street Journal
07:40
ASML researchers unveil a breakthrough in EUV light source power, increasing output from 600W to 1,000W, a jump that could yield 50% more chips by 2030
Reuters
07:35
The UK ICO fines Reddit £14.47M for unlawfully using children's personal information; Reddit began verifying user ages in July 2025 to comply with the UK OSA
BBC
07:25
Dutch startup Axelera AI, which builds power-efficient AI inference chips, raised $250M+ led by Innovation Industries, with investment from BlackRock and others
Bloomberg
07:15
European military officials worry “tech sovereignty” ideas may have serious consequences for European security, given their reliance on US software and networks
Financial Times
07:10
Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026
Wall Street Journal
06:50
Court docs: the IRS seeks $16B in back taxes and penalties from Meta, arguing it failed to report ~$54B in overseas profits; in December 2025, Meta sued the IRS
New York Times
06:30
Russian media: Russia opens an investigation into Telegram founder Pavel Durov for “abetting terrorist activities”, as it promotes its state-run rival Max app
Financial Times
06:20
How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans
New York Times
06:10
Samsung's $2,899 Galaxy Z TriFold works well as a smartphone, especially for entertainment, but falls short as a tablet and laptop, marred by unpredictability
Bloomberg
06:00
The UK plans to update the Media Act 2024 to bring streaming platforms with 500K+ users under “enhanced” Ofcom regulation, giving it power to investigate them
Variety
05:50
Anthropic introduces “persona selection model”, a theory to explain AI's human-like behavior, and details how AI personas form in pre-training and post-training
Anthropic
05:35
Discord says it “ran a limited test of Persona in the UK” to verify user ages and “that test has since concluded”, distancing itself from Persona amid backlash
The Verge
02:20
A look at the challenges some AI developers face in building models to extract trillions of high-quality tokens from PDFs, which are hard to parse, for training
The Verge
01:05
Bengaluru-based Xflow, which facilitates B2B cross-border payments, raised a $16.6M Series A led by GC at an $85M valuation, bringing its total raised to $32M+
TechCrunch
00:40
Filings: some Meta execs warned in 2019 that adding E2E encryption to Facebook and Instagram messaging would hinder the ability to flag CSAM to law enforcement
Reuters
Montag, 23. Februar 2026
22:35
A look at Apple's efforts to reshore the US chip supply chain, as the company commits to buying 100M+ chips from TSMC Arizona in 2026, amid US-China tensions
Wall Street Journal
22:00
Apple says it plans to move some Mac mini production to Houston from Asia later in 2026, as part of its efforts to invest $600B in the US over four years
Wall Street Journal
20:10
A court-appointed administrator winding down Terraform Labs sues Jane Street, alleging it engaged in insider trading to profit from and hasten Terraform's fall
Wall Street Journal
19:55
How Binance staffers found $1B was sent to sanctioned Iranian entities via the exchange, which dismantled their probe and suspended them after Trump pardoned CZ
Wall Street Journal
19:50
Tesla sues California's DMV to reverse a ruling that found Tesla violated the law by falsely promoting its Autopilot and Full Self-Driving systems
CNBC
19:35
A Trump administration official says DeepSeek's new model, expected next week, was trained on Nvidia Blackwell chips, in a potential US export control violation
Reuters
19:15
Sources: Anthropic has lined up $5B to $6B for an employee share sale at a ~$350B valuation; outside investors, not Anthropic, will buy up the insider shares
Bloomberg
18:55
A DOD official says xAI has agreed to let the military use Grok in classified systems and agreed to the “all lawful use” standard, which Anthropic has refused
Axios
18:10
Sources: AI chipmaker Cerebras confidentially files for a US IPO after withdrawing a previous IPO last year, and a listing could take place as soon as April
The Information
17:30
Uber agrees to acquire SpotHero for an undisclosed sum, to offer parking reservation for events and at venues and airports; SpotHero was last valued at $290M
CNBC
15:35
IBM shares closed down 13.15% after Anthropic outlined in a blog post how Claude Code can automate the exploration and analysis phases of COBOL modernization
CNBC
15:15
Amazon plans to invest $12B in new data centers in Louisiana and says it worked with the local utility “to ensure we pay 100% of the costs” tied to the campus
CNBC
14:25
Some AI startups are boosting their valuations by raising capital in back-to-back or multitiered deals, raising questions about how much they are really worth
Wall Street Journal
13:55
Ubicquia, which provides software to utilities, cities, and companies to manage energy infrastructure like transformers, raised a $106M Series D
Axios
13:25
Anthropic says DeepSeek, MiniMax, and Moonshot violated its ToS by prompting Claude a combined 16M+ times and using distillation to train their own products
Wall Street Journal
12:50
Internal memo: Lightricks, creator of photo editing app Facetune, is splitting its consumer app unit from its GenAI unit LTX to better capture the growth in AI
Reuters
12:30
Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post
Wall Street Journal
12:15
Sources: Trump's “Board of Peace” is exploring a USD-pegged stablecoin for Gaza; a source says it will not be a “Gaza Coin” or a new Palestinian currency
Financial Times
11:33
Sources: PayPal is attracting takeover interest after a stock slide over the past year wiped out almost half of its market value; PYPL closed up 5.76%
Bloomberg
11:30
Anthropic details the AI Fluency Index, tracking 11 behaviors that represent human-AI collaboration and measure how people collaborate with AI
Anthropic
10:55
Finnish quantum computing company IQM plans to go public via a SPAC merger with New Jersey-based Real Asset Acquisition in a deal set to value it at $1.8B
Bloomberg
10:35
OpenAI launches Frontier Alliances, entering into multiyear deals with Accenture, BCG, Capgemini, and McKinsey to help deploy its enterprise platform Frontier
CNBC
10:20
Sources: some Xbox staffers say they are relieved that Sarah Bond is leaving, after she led a pivot away from the console with the “Xbox everywhere” strategy
The Verge
09:40
Anthropic-backed super PAC Public First Action begins running ads urging AI regulations in New Jersey; the PAC raised nearly $50M and now aims to raise $75M
New York Times
09:25
Aalyria, a Google spinoff whose software allows routing of traffic across diverse satellite platforms in low earth orbit, raised $100M at a $1.3B valuation
CNBC
08:25
HR app Humand, used by 1.5M+ “deskless” workers in construction, retail, hospitals, and more, raised a $66M Series A led by Goodwater and Kaszek
Bloomberg
08:10
Uber launches Uber Autonomous Solutions, offering services like insurance, roadside assistance, and “AV mission control” tools, and will offer fleet financing
Financial Times
07:55
Sources: US Defense Secretary Pete Hegseth summons Dario Amodei to the Pentagon on Tuesday morning for what is likely to be a tense meeting over Claude usage
Axios
07:45
This economic idea transfixed Wall Street and Washington. It may be a mirage.
Washington Post
06:25
Data center developers are seeking credit ratings even while facilities are under construction to unlock new capital; S&P, Moody's, and others expand coverage
Financial Times
06:05
Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays
Citrini Research
05:50
How Buddy Rizer, an official in Virginia's Loudoun County, helped build the world's largest data center market, with ~200 buildings spanning ~49M square feet
Wall Street Journal
04:10
South Korean trade data: chip exports rose 134% YoY, while computer peripherals rose 129% in the first 20 days of February, extending gains driven by AI demand
Bloomberg
03:50
A look at the rising popularity of “WorkTok” videos, where employees film their daily work routines on TikTok and Instagram, particularly among Gen Z viewers
Financial Times
01:35
A look at Japan's Team Mirai, a party founded by software engineers that won 11 of 465 parliament seats by promising self-driving buses and high-tech jobs
New York Times
00:40
A look at CISA during Trump's second term as it navigates job cuts, continues to operate without a Senate-confirmed leader, and faces a demoralized workforce
New York Times
Sonntag, 22. Februar 2026
23:45
Samsung plans to add Perplexity to Galaxy AI on the upcoming S26 series; users can launch the Perplexity agent by saying “Hey Plex” or with a physical button
Engadget
23:10
How OpenAI scrambled for compute as Stargate stalled amid clashes with SoftBank; sources say OpenAI building its own data centers is not its near-term priority
The Information
22:50
Google Antigravity users say their paid Google AI accounts were banned after linking Gemini models via OpenClaw; Peter Steinberger says he may “remove support”
Implicator.ai
22:15
How Russia-linked crypto exchanges, including Bitpapa and Exmo, help Russian entities move money across borders, bypassing banking oversight and sanctions
Elliptic
21:00
Sources: Dell, Lenovo, and other PC makers are working with Nvidia on laptops that use the Arm-based Nvidia-MediaTek SoC, which could launch in H1 2026
Wall Street Journal
20:25
In recent interviews, Sam Altman said AI's adoption faces more resistance than he expected, while Jensen Huang warned the “doomer narrative” may be winning
New York Times
19:40
US farmers are increasingly rejecting multimillion-dollar offers from data center developers; some estimate ~40K acres are needed globally for new AI projects
The Guardian
17:50
Tencent closed its TiMi Montréal studio after nearly five years, without ever releasing a game, as Chinese giants scale back funding for Western game studios
Game File
13:05
Sam Altman says discussions about AI's energy usage are “unfair”, as it takes “20 years of life and all of the food you eat during that time” to train a human
TechCrunch
11:00
Turkey launches a review of how social media platforms handle children's data as it prepares new rules that include identity verification and age restrictions
Turkish Minute
10:15
Tim Cook's increased mentions of Visual Intelligence hint it will be a major part of Apple's new wearables; sources say Apple considers a deep red iPhone 18 Pro
Bloomberg
05:00
India's AI Summit highlighted the limits of the country's AI ambitions, as the US and its tech companies largely dismissed India's push for global AI governance
Financial Times
02:00
Anthropic's data shows software engineering accounts for ~50% of its AI agent tool calls; the remaining verticals are greenfields most founders are overlooking
Garry's List
01:30
Source Global: the US consulting market is set to grow 7% in 2026, the fastest pace in the post-COVID era, as companies seek advice on profiting from AI
Financial Times
01:10
Amazon details how a Russian-speaking hacker used generative AI as part of a campaign that breached 600+ FortiGate firewalls across 55 countries in five weeks
BleepingComputer
00:40
Sam Altman says Elon Musk's idea of putting data centers in space is ‘ridiculous’
Business Insider
Samstag, 21. Februar 2026
23:35
Trump calls on Netflix to fire board member Susan Rice or face “consequences,” after she said corporations that “take a knee” to Trump would be held accountable
Bloomberg
21:00
Sources: DOJ's review of Netflix's WBD takeover examines whether Netflix wields anticompetitive leverage over creators in violation of Clayton and Sherman Acts
Bloomberg
20:10
Sam Altman says there is some “AI washing”, where companies blame AI for layoffs that they would otherwise do, alongside “real displacement by AI” of some jobs
Gizmodo