| 6:35 PM • | Lily Hay Newman / Wired: Foxconn says some of its North American factories suffered a cyberattack in recent days; ransomware group Nitrogen claims it stole 8TB of data |
| 6:20 PM • | The Information: Source: Anthropic is in advanced talks to acquire New York-based Stainless, which helps developers generate SDKs from APIs, for at least $300M |
| 5:21 PM • | Bloomberg: Sources: Anthropic is in early talks to raise at least $30B at a $900B+ valuation; the round is expected to close as soon as the end of this month |
| 5:00 PM • | Samantha Subin / CNBC: Qualcomm closed down 11.46% on Tuesday as chip stocks pull back from record AI-driven rally; Intel closed down 6.82%, Sandisk dropped 6%, and Micron 3.61% |
| 4:50 PM • | Reuters: Samsung and its South Korean labor union fail to reach a pay deal; the union has said workers will strike for 18 days from May 21 if its demands are not met |
| 4:45 PM • | Ben Lang / Road to VR: Meta schedules its annual Connect event for September 23-24 and says the event will focus on “the latest in VR, wearables, metaverse, and AI” |
| 4:20 PM • | Foo Yun Chee / Reuters: Meta offers to give rival AI chatbots free access to WhatsApp for a month while it discusses commitments with EU antitrust regulators to address their concerns |
| 4:10 PM • | Tobias Burns / CNBC: CME Group and Silicon Data announce a futures market for computing capacity, with contracts based on daily GPU benchmarks for on-demand rental rates |
| 4:00 PM • | Mark Gurman / Bloomberg: Sources: Apple plans to make the Camera app fully customizable in iOS 27, along with noticeable design changes across Siri, Safari, Weather, and more |
| 3:50 PM • | Business Insider: Musk v. Altman: Altman faced an intense cross-examination from Musk's attorney, who asked “are you completely trustworthy?”; Altman replied “I believe so” |
| 3:30 PM • | Christian Martinez / Reuters: The US FCC approves EchoStar's sale of approximately 65MHz of spectrum to SpaceX and 50MHz to AT&T |
| 3:00 PM • | Erin Woo / The Information: Google says it is hiring a team of “forward deployed engineers”, a source says in the hundreds, to help customers use its business-focused AI products |
| 2:10 PM • | Bloomberg: Musk v. Altman: Altman testified that in 2017 Musk demanded complete control of a proposed OpenAI for-profit arm, musing that he would pass it to his children |
| 2:05 PM • | Yazhou Sun / Bloomberg: Anthropic names eight unauthorized secondary market sellers of its shares, including Hiive and Forge Global, warning that any share transactions there are void |
| 1:55 PM • | Tim Starks / CyberScoop: Google launches Intrusion Logging, an Android feature developed in partnership with Amnesty International and others, on Android 16 Pixel devices for now |
| 1:50 PM • | Andrew J. Hawkins / The Verge: Google unveils a “full bleed” Android Auto design that fills unconventionally shaped screens like in the BMW Neue Klasse, plans to add YouTube video streaming |
| 1:45 PM • | Adamya Sharma / Android Authority: Google unveils Android security features, including protection from spoofed banking calls, default theft protection, and biometric protection for Mark as lost |
| 1:36 PM • | Sarah Perez / TechCrunch: Google announces Pause Point, an Android 17 feature that forces a mandatory 10-second pause before opening any app a user has labeled as a distraction |
| 1:25 PM • | Rachel Metz / Bloomberg: Anthropic announces 12 Claude plugins for the legal sector, including a “commercial counsel” tool for reviewing vendor agreements and a bar exam study tool |
| 1:20 PM • | Prakhar Khanna / ZDNET: Google has worked with Meta to improve Instagram on Android, adding Ultra HDR support and more, and with Apple to overhaul the iOS-to-Android transfer process |
| 1:15 PM • | Allison Johnson / The Verge: Google unveils Gemini Intelligence, bundling existing and new Gemini features, including task automation across apps and letting users vibe-code Android widgets |
| 1:11 PM • | Kyle Kucharski / ZDNET: Google unveils Googlebook, its new laptop lineup featuring a unified OS merging ChromeOS and Android, with devices from Dell, HP, and others coming this fall |
| 12:50 PM • | Aisha Malik / TechCrunch: Threads is testing a Meta AI integration similar to X's Grok, letting users mention Meta AI in a post or a reply to get more context, in five countries |
| 12:40 PM • | Emma Roth / The Verge: Nonprofit RSL Media announces the Human Consent Standard, an AI licensing framework for use of people's work or likeness, backed by George Clooney and others |
| 12:10 PM • | Wall Street Journal: Sources: Google is in talks with SpaceX and other companies for a rocket launch deal, as Google expands its own efforts to put data centers in space |
| 11:40 AM • | Pritam Biswas / Reuters: Isomorphic Labs, an AI-powered drug discovery spinoff from Google DeepMind, raised $2.1B led by Thrive, after raising $600M in its first round in March 2025 |
| 11:25 AM • | Reuters: The US DOD says it is deploying Mythos to find and patch software vulnerabilities across the US government, even as it works on a transition away from Anthropic |
| 11:15 AM • | Marina Temkin / TechCrunch: Exaforce, which uses AI agents to detect and thwart cyberattacks, raised a $125M Series B at a $725M valuation, bringing its total funding to $200M |
| 11:10 AM • | Bloomberg: Sources: Wispr Flow developer Wispr AI is in talks to raise a round that could more than double its valuation to $2B; source: the round is set to total ~$260M |
| 10:50 AM • | Mauro Orru / Wall Street Journal: SAP launches its Autonomous Enterprise software suite to help clients process and contextualize their data and deploy AI agents to automate business processes |
| 10:15 AM • | Sadie Gurman / Wall Street Journal: PayPal agrees to forgo ~$30M in transaction fees to end a DOJ probe into allegations that the company adopted unlawful preferences for minority-owned businesses |
| 9:45 AM • | Anna Irrera / Bloomberg: London-based blockchain analytics company Elliptic raised $120M led by One Peak Partners at a $670M valuation; the platform screens 1B+ transactions per week |
| 9:35 AM • | Cory Weinberg / The Information: OpenAI stands to hold ~$2.6B in combined CoreWeave and Cerebras stock that it acquired by committing to buy cloud services and chips, and to lend Cerebras money |
| 9:20 AM • | Etiido Uko / Tom's Hardware: Microsoft says it is investigating a Mistral AI PyPI package v2.4.6 compromise; researchers say it is likely part of the Mini Shai-Hulud supply chain attack |
| 9:01 AM • | Yazhou Sun / Bloomberg: SAP invests in German workflow automation platform n8n at a $5.2B valuation, up from $2.5B after an October 2025 equity raise, and agrees to embed n8n's tools |
| 8:40 AM • | Jess Weatherbed / The Verge: Spotify celebrates its 20th anniversary with a Wrapped-like experience that features “never-before-shared data” going back to when users first joined Spotify |
| 8:35 AM • | Financial Times: Delivery Hero says founder Niklas Östberg will step down as CEO by March 2027, as the German food delivery group faces mounting pressure from activist investors |
| 8:00 AM • | Jagmeet Singh / TechCrunch: AI voice startup Vapi raised a $50M Series B led by Peak XV, a source says at a $500M post-money valuation, after Amazon chose Vapi to handle 100% of Ring calls |
| 7:25 AM • | Olivia Poh / Bloomberg: Sea reports Q1 revenue up 47% YoY to $7.1B and net income up 6% YoY to $428M, both above est., after warding off rivals in Southeast Asia's e-commerce market |
| 7:15 AM • | Sarah Perez / TechCrunch: Amazon launches Amazon Now, its 30-minute delivery service, in dozens of US cities including Atlanta, Dallas-Fort Worth, Philadelphia, and Seattle, after pilots |
| 7:05 AM • | John Koblin / New York Times: YouTube is shifting its creator monetization strategy by acting as a matchmaker between creators and sponsors, as Netflix and TikTok increasingly woo creators |
| 6:55 AM • | Wall Street Journal: JD.com reports Q1 revenue up 4.9% YoY to ~$46.5B, above ~$45.8B est., and adjusted net profit down 42% YoY to ~$1B, amid a fierce food delivery battle in China |
| 6:45 AM • | Sawdah Bhaimiya / CNBC: EU Commission President Ursula von der Leyen says the EU will take action against “addictive design” features on TikTok and Instagram, like “endless scrolling” |
| 6:35 AM • | New York Times: Sources: Anthropic officials refused a Chinese think tank's request to change its stance and give Beijing access to Mythos at a meeting in Singapore in April |
| 6:25 AM • | Bloomberg: eBay rejects GameStop's $56B takeover offer, saying the unsolicited bid is “neither credible nor attractive”, in a letter from eBay Chairman Paul Pressler |
| 6:20 AM • | Cade Metz / New York Times: Amp, which aims to buy excess computing capacity from data center operators to sell to startups, universities, and more, raised $1.3B from a16z and others |
| 6:10 AM • | Bloomberg: Sources: Jensen Huang was not invited to travel with President Trump on his China trip, a potential setback to Nvidia; Huang expressed his willingness to join |
| 5:50 AM • | Demetri Sevastopulo / Financial Times: Sources: the Trump administration is quietly debating whether to ban Chinese cellular modules, as the US FCC takes measures to reduce Beijing's security threats |
| 5:30 AM • | Ryan Gallagher / Bloomberg: Human Rights Watch: at least six EU member states, including Poland and Denmark, have sold surveillance tech to 24+ countries known for violating human rights |
| 5:15 AM • | Assaf Gilead / Globes: Source: Microsoft Israel's GM leaves after an internal probe into alleged unethical use of Azure by Israel's MOD; Microsoft France will manage Microsoft Israel |
| 3:45 AM • | Ruth Fowler / Wired: A Hollywood writer recounts working as an “AI trainer” for Mercor, Outlier, and others, as AI gig work becomes the new waiting tables for entertainment workers |
| 2:00 AM • | Qasim Nauman / New York Times: Instructure reaches a deal with the hackers who breached its Canvas edtech platform to return stolen data and destroy copies, without saying what it exchanged |
| 12:55 AM • | Financial Times: Sources: some Amazon employees are using in-house OpenClaw-like tool MeshClaw for unnecessary tasks to inflate AI token use after Amazon set weekly AI targets |
| 12:45 AM • | Wall Street Journal: The US House Oversight Committee launches a probe into potential conflicts in Sam Altman's personal investments; letter: several GOP AGs call for an SEC review |
| 11:10 PM • | Georgia Wells / Wall Street Journal: AppMagic: Grok downloads fell to ~8.3M in April, from a high of 20M+ in January; Recon Analytics: Grok's paid adoption in the US remains nearly flat YoY in Q2 |
| 9:40 PM • | The Information: Source: new revenue sharing terms cap OpenAI's payments to Microsoft at $38B; OpenAI previously owed up to $135B through 2030 if it hit long-term revenue goals |
| 8:55 PM • | Courtney Rozen / Reuters: The US Commerce Department removed details from its website about its May 5 agreement with Google, xAI, and Microsoft to test their AI models for security flaws |
| 8:20 PM • | Jeremy Stern / Colossus: Q&A with Scott Wu, CEO of Cognition, which hit a $445M revenue run rate in its first 18 months, on his math competition roots, the Devin coding agent, and more |
| 7:55 PM • | Socket: Many npm packages for Mistral, UiPath, and TanStack's web developer tools like react-router were compromised, likely in the Mini Shai-Hulud supply chain attack |
| 7:40 PM • | David Welch / Bloomberg: GM plans to lay off IT workers in an effort to trim costs and bring in staff with skills in other tech areas; sources say the cuts will affect 500 to 600 staff |
| 7:00 PM • | Alexey Shabanov / TestingCatalog AI News: OpenAI launches Daybreak, a cybersecurity initiative integrating AI models and Codex Security to help organizations find, validate, and patch vulnerabilities |
| 6:50 PM • | Thinking Machines Lab: Thinking Machines Lab unveils a preview of interaction models, which can think, respond, and act in real time, letting users continuously collaborate with AI |
| 6:35 PM • | Lucinda Shen / Axios: Robinhood confidentially files for its second publicly traded venture fund, Robinhood Venture Fund II, focusing on early-stage and growth-stage startups |
| 6:30 PM • | Sarah Perez / TechCrunch: Digg relaunches as an aggregator of AI news and social media commentary, with plans to expand to other topics; its prior reboot shut down in March after months |
| 6:15 PM • | Sarah Frier / Bloomberg: GitLab announces layoffs, saying they are “not an AI optimization or cost cutting exercise”, and says it will reduce the number of countries it operates in |
| 4:10 PM • | CNBC: Musk v. Altman: Satya Nadella says Elon Musk never contacted him with concerns that Microsoft's investments in OpenAI violated any special terms or commitments |
| 3:40 PM • | Rachel Metz / Bloomberg: Musk v. Altman: Ilya Sutskever testifies that his OpenAI stake is worth ~$7B, and he had concerns about Altman for a year before the board ousted Altman as CEO |
| 3:15 PM • | Samantha Subin / CNBC: Google's TIG says it likely thwarted the use of an AI-generated zero-day in a “mass exploitation event” and tools like OpenClaw are being used to find exploits |
| 3:05 PM • | Washington Post: Sources: the White House's Office of the National Cyber Director and Commerce Department's CAISI are fighting over which agency should lead AI model evaluations |
| 2:45 PM • | @trq212: An Anthropic engineer says HTML is a better output format for AI agents than Markdown due to information density, ease of sharing, two-way interaction, and more |
| 1:25 PM • | Chance Miller / 9to5Mac: Apple releases iOS 26.5, introducing end-to-end encryption for RCS messaging in beta for supported carriers and on by default, new Apple Maps features, and more |
| 12:45 PM • | Jonathan Stempel / Reuters: Texas AG Ken Paxton sues Netflix for allegedly spying on kids and consumers by collecting their data without consent, and designing its platform to be addictive |
| 12:40 PM • | Financial Times: Sources: German defense tech startup Helsing is set to raise $1.2B led by Dragoneer and Lightspeed at an ~$18B valuation, up from $14B in June 2025 |
| 12:10 PM • | Daniel Stenberg / daniel.haxx.se: curl founder Daniel Stenberg says Mythos identified five vulnerabilities in curl, but a manual review found three were false positives and one was “just a bug” |
| 11:25 AM • | Ben Thompson / Stratechery: Agentic inference is set to be different than today's inference, and will change compute infrastructure because speed won't matter when humans aren't involved |
| 11:00 AM • | CTech: Israeli startup Frame Security, which protects organizations from AI-powered social engineering attacks, emerges from stealth with $50M led by Index and others |
| 10:45 AM • | Jay Peters / The Verge: Venmo implements a major privacy measure, setting new users' posts to “friends only” by default during onboarding; in 2021, a reporter found Joe Biden's Venmo |
| 10:00 AM • | Bruce Einhorn / Bloomberg: Cowboy Space, led by Robinhood co-founder Baiju Bhatt to build data centers in orbit, raised a $275M Series B led by Index Ventures at a $2B valuation |
| 9:25 AM • | Reuters: OpenAI launches the OpenAI Deployment Company with a $4B+ investment to help organizations build and deploy AI systems, and acquires AI consulting firm Tomoro |
| 9:20 AM • | Dustin Volz / New York Times: Google's TIG reports the first known example of hackers using AI to discover and weaponize a zero-day; TIG's chief analyst says “this is the tip of the iceberg” |
| 9:15 AM • | Amanda Silberling / TechCrunch: Discord launches Nitro Rewards, giving Nitro subscribers access to offers from gaming services like Xbox Game Pass and hardware like Logitech G at no extra cost |
| 9:05 AM • | Bloomberg: Sources: Masayoshi Son has held talks with French President Emmanuel Macron about unveiling a multibillion-dollar AI data center project in the coming weeks |
| 8:55 AM • | Sam Tobin / Reuters: In a two-week UK High Court trial, Shein accuses Temu of “industrial scale” copyright infringement of its photos; Temu says Shein is suing to stifle competition |
| 8:45 AM • | Carmen Reinicke / Bloomberg: SEC filing: Cerebras upsizes its IPO to 30M shares at $150-$160 each, up from 28M shares at $115-$125, aiming to raise up to $4.8B at an up to $34.4B valuation |
| 8:06 AM • | The Information: Sources: Kuaishou plans to spin off its Kling AI video unit for an IPO in 2027 and is seeking a $20B valuation in pre-IPO funding talks with potential investors |
| 7:10 AM • | Inti Landauro / Reuters: The European Commission says it is in ongoing discussions with OpenAI and Anthropic to access their latest AI models; OpenAI is “proactively offering” access |
| 6:50 AM • | Jez Corden / Windows Central: Microsoft's Playground Games says the Forza Horizon 6 leak was not caused by a preload issue and it's taking action against anyone accessing the leaked build |
| 6:40 AM • | Tanaya Macheel / CNBC: Circle raised $222M via the presale of its native Arc token at a $3B valuation; a16z led with a $75M investment, with participation from BlackRock and others |
| 6:35 AM • | Aisha S Gani / Bloomberg: Filing: Wise plans to debut on the Nasdaq as WSE and relist in London for its secondary listing; Wise reports net revenue up 19% YoY to $2.5B in its fiscal year |
| 6:20 AM • | Angel Au-Yeung / Wall Street Journal: A look at the legal players in Musk v. Altman: judge Yvonne Gonzalez Rogers, nominated by Obama, Musk attorney Steven Molo, and OpenAI lawyer William Savitt |
| 6:00 AM • | Tugce Ozsoy / Bloomberg: Turkish mobile gaming startup Grand Games raised a $70M Series B led by Balderton Capital, after raising $30M in 2025, taking its total funding to $103M |
| 5:50 AM • | Gene Maddaus / Variety: Dua Lipa files a $15M lawsuit against Samsung in California, alleging it used her likeness to sell TVs without paying her and without permission from 2025 |
| 5:10 AM • | Sean Keach / The Sun: TikTok is rolling out TikTok Ad-Free, a £3.99-per-month subscription for UK accounts aged 18 or older “over the coming months”, after testing the option in 2023 |
| 4:35 AM • | Himanshu Anand: The 90-day vulnerability disclosure policy is dead, as LLMs compress bug finding and exploit development time, and critical issues must be patched immediately |
| 3:50 AM • | Taylor Telford / Financial Times: Brookings: clerical and administrative workers, 85%+ of whom are women, are among the most exposed to AI-driven displacement and least equipped to navigate it |
| 2:05 AM • | CNBC: A look at “YouTube whisperers”, like Paddy Galloway and Mario Joos, a booming class of advisers who help popular YouTube creators grow their channel's audiences |
| 1:45 AM • | Luke James / Tom's Hardware: Chinese state media: CAS Cold Atom Technology has built the 200-qubit Hanyuan-2, the world's first dual-core quantum computer, with a core for error correction |
| 1:15 AM • | Min-Jeong Lee / Bloomberg: SoftBank partners with South Korea's Cosmos Lab and DeltaX to mass-produce next-gen data center batteries in Sakai, Japan, at a scale of 1 GWh/year from FY 2027 |
| 12:40 AM • | Berber Jin / Wall Street Journal: Sources: OpenAI let 600+ current and former employees sell their shares in a $6.6B secondary sale in October 2025; ~75 people cashed out the maximum cap of $30M |
| 12:10 AM • | CNBC: Nvidia embraces the AI investor role in 2026, already making $40B+ in equity commitments so far, including $30B in OpenAI, $3.2B in Corning, and $2.1B in IREN |
| 10:30 PM • | Du Zhihang / Caixin Global: Beijing-based humanoid robotics company Robotera raised over $200M led by SF Group, after raising ~$146M in March at a ~$1.47B valuation |
| 9:50 PM • | Carmen Reinicke / Bloomberg: Honeywell's Quantinuum files for a US IPO, reporting a $136.6M net loss on revenue of $5.2M for the three months ended March 31; sources: it could raise $1.5B+ |
| 8:35 PM • | Todd Spangler / Variety: Trump Media and Technology Group reports Q1 net sales up 6% YoY to $871,200 and a $405.9M net loss; DJT is down 35% so far in 2026 for a market cap of ~$2.47B |
| 7:40 PM • | Michael Kan / PCMag: The FCC says foreign-made routers and drones can now receive software updates at least until 2029, extending its earlier 2027 cutoff |
| 6:10 PM • | Bloomberg: Sources: WH is preparing to order US agencies to partner with AI companies on cybersecurity; the EO wouldn't require pre-release model testing by the government |
| 5:35 PM • | Alex Lekander / CyberInsider: EU warns that VPNs are being used to bypass online age-verification systems, calling their use “a loophole in the legislation that needs closing” |
| 4:45 PM • | Nathan Lambert / Interconnects AI: Impressions of China's AI ecosystem after visiting many leading AI labs there, and the similarities and differences in working on LLMs in China and the West |
| 3:45 PM • | Bloomberg: Sources: Apollo Global and Blackstone are among private credit lenders in talks with Broadcom over a ~$35B financing deal to fund the development of AI chips |
| 3:35 PM • | Bloomberg: Sources: Cerebras plans to raise its IPO price range from $115-$125 per share to $125-$135 after drawing orders for more than 20x the number of shares available |
| 3:25 PM • | Associated Press: A hack of Instructure's Canvas locked out students at schools and universities across the US in the middle of finals period; some US colleges postponed exams |
| 2:55 PM • | Bloomberg: Sources: Isomorphic Labs, an AI-powered drug discovery company spun out of Google DeepMind, is in advanced talks to raise $2B+ led by Thrive Capital |
| 2:20 PM • | Rachel Metz / Bloomberg: Akamai says it struck a seven-year cloud computing deal with a “leading frontier model provider”; sources: the deal was with Anthropic and is worth $1.8B |
| 1:55 PM • | Ian King / Bloomberg: Interviews with Intel CEO Lip-Bu Tan and other execs about the challenges of a turnaround, along with efforts to instill a sense of urgency in the organization |
| 12:56 PM • | Wall Street Journal: Sources: Apple and Intel have reached a formal deal in recent months for Intel to manufacture some chips for Apple devices; INTC closes up 13.93% |
| 12:10 PM • | Olivia Solon / Bloomberg: OnlyFans agrees to sell a ~16% stake to Architect Capital for $535M in a deal that values the company at about $3.15B |
| 10:40 AM • | Costas Mourselas / Financial Times: Investor letter: TCI, one of the world's biggest hedge funds, cut almost all of its $8B Microsoft stake, citing AI risks primarily for Office and some for Azure |
| 10:25 AM • | Brandon Gomez / CNBC: Whoop plans to offer US users on-demand, in-app video consultations with licensed clinicians, and adds electronic health records and AI-powered health guidance |
| 9:15 AM • | Wesley Yin-Poole / IGN: Sony reports a $765M impairment loss due to Marathon developer Bungie's underperformance during its FY ending March 31, 2026; Sony acquired Bungie in early 2022 |
| 8:35 AM • | The Information: Sources: DeepSeek seeks to raise up to ~$7.3B at a $50B+ valuation in its first-ever funding round and CEO Liang Wenfeng could make a ~$2.9B personal investment |
| 8:05 AM • | Reuters: European Central Bank President Christine Lagarde expressed skepticism over the need for euro-pegged stablecoins, saying they could hamper the ECB's work |
| 8:01 AM • | Lily Ford / The Hollywood Reporter: Substack says paid subscriptions to creators in the UK, its second-largest market, hit 500K+; global paid subs hit 5M+, with 50+ creators earning $1M+ annually |
| 7:45 AM • | Jordan Fitzgerald / Bloomberg: Filing: Lime files for an IPO, reporting $886.7M in 2025 revenue, up from $686.6M in 2024, and a $59.3M net loss, up from $33.9M; it was valued at $510M in 2020 |
| 7:15 AM • | Arjun Kharpal / CNBC: Nintendo reports Q4 revenue of ~$2.60B, below ~$2.75B est., net profit of ~$416M, above ~$403.68M est., and forecasts a decline in FY 2027 Switch 2 unit sales |
| 6:45 AM • | Mike Wheatley / SiliconANGLE: Datadog closed up 31%+ on May 7 after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, a software industry outlier amid the AI boom |
| 6:20 AM • | Kai Nicol-Schwarz / CNBC: Sony reports Q4 revenue up 8% YoY to ~$19.4B, above ~$18.4B est., ~$1.06B operating profit, below ~$1.7B est., and forecasts FY 2027 net profit up 13% to ~$7.4B |
| 6:01 AM • | Bloomberg: Sony and TSMC announce a joint venture to build next-gen robot and car image sensors, as Sony moves from in-house manufacturing to a more asset-light approach |
| 5:30 AM • | Wired: Musk v. Altman docs: Microsoft executives had reservations about funding OpenAI in 2018 but worried that not giving support could push OpenAI into Amazon's arms |
| 5:20 AM • | Bloomberg: Sources: the US suspects OBON, a key company behind Thailand's national AI effort, of smuggling Super Micro servers with export-controlled Nvidia chips to China |
| 5:00 AM • | Bloomberg: Nintendo says it will increase the price of the Switch 2 globally on September 1, from $450 to $500 in the US, and the price of the original Switch in Japan |
| 2:35 AM • | Pew Research Center: Surveys: half of US adults under 50 get health info from influencers or podcasts; 86% of health influencers are on Instagram, 62% on TikTok, and 45% on YouTube |
| 2:25 AM • | Financial Times: Analysis: the combined free cash flow of Amazon, Alphabet, Microsoft, and Meta is expected to fall to ~$4B in Q3 and hit its lowest full-year level since 2014 |
| 2:05 AM • | Bloomberg: Filings: Baidu's AI chip unit Kunlunxin is planning a dual IPO in Shanghai and Hong Kong, sources say valuing it at $14.69B+; Baidu has a 58% stake in Kunlunxin |
| 1:50 AM • | Financial Times: Fintech app Toss, used by ~66% of South Korea's 51M people, says its FacePay service, available in ~330K retail stores, has attracted 4.8M users since September |
| 1:45 AM • | Reuters: Sources: SK Hynix's big customers have been proposing a range of offers to secure memory chip supplies, including investing in dedicated chip production lines |
| 1:40 AM • | Brian Krebs / Krebs on Security: Instructure says its Canvas edtech platform has been restored after disabling it amid a data extortion attack claimed by ShinyHunters |
| 1:30 AM • | Sam Nussey / Reuters: Sony reports 1.5M PS5 unit sales in Q4, down 46% YoY, and forecasts annual sales at its gaming business to fall 6% YoY to ~$28B, amid a memory chip price surge |
| 12:40 AM • | Financial Times: Sources: Anthropic weighs raising up to $50B at a ~$900B pre-money valuation, likely closing within two months, as its annualized revenue is set to cross $45B |