| 11:00 PM • | Reuters: Filing: Chinese AI chipmaker Axera, which focuses on AI inference SoCs for on-device and edge computing, aims to raise up to ~$379.2M in a Hong Kong IPO |
| 10:40 PM • | Alex Kantrowitz / Big Technology: Q&A with Google DeepMind's Demis Hassabis on AGI, next breakthroughs like continual learning, his vision for AI glasses, whether AI progress is slowing, more |
| 10:15 PM • | Dave Sebastian / Bloomberg: Filing: Chinese chip designer Montage plans to raise up to ~$902M in a Hong Kong IPO; Montage's Shanghai-listed shares rose 100%+ in 2025 to a ~$27B valuation |
| 9:35 PM • | Todd Spangler / Variety: Darren Aronofsky's Primordial Soup debuts its short-form Revolutionary War series, made using Google DeepMind's AI tools and human voice actors |
| 8:50 PM • | Mark Gurman / Bloomberg: Apple's Q1 sales in greater China surged 38% to $25.5B; Tim Cook attributed the increase to users upgrading and switching from other platforms to iPhone 17 |
| 8:15 PM • | Reuters: Apple expects Q2 revenue to grow 13% to 16% YoY, vs. 10% est.; it's currently constrained by iPhone processor supply and expects memory costs to rise after Q2 |
| 7:20 PM • | Ashley Capoot / CNBC: OpenAI plans to retire several models from ChatGPT on February 13, including GPT‑4o, GPT‑4.1, and o4-mini, saying only 0.1% of users still choose GPT-4o |
| 7:05 PM • | Bloomberg: Perplexity signs a deal with Microsoft; sources say the $750M, three-year commitment will let Perplexity deploy AI models through Microsoft's Foundry service |
| 6:50 PM • | Reuters: Sources: the Pentagon is clashing with Anthropic over safeguards limiting the use of its tech to target weapons autonomously and conduct domestic surveillance |
| 6:30 PM • | Jake Bleiberg / Bloomberg: Sources: special agents with the US Commerce Department investigated claims by ex-Meta contractors that Meta staff had “unfettered” access to WhatsApp messages |
| 6:10 PM • | Wall Street Journal: Sources: OpenAI is laying the groundwork for an IPO in Q4 2026, and its executives have privately expressed concerns about Anthropic beating OpenAI to an IPO |
| 5:55 PM • | Bloomberg: Sources: SpaceX is considering a potential merger with Tesla, an idea some investors are pushing, while separately exploring a tie-up between SpaceX and xAI |
| 5:15 PM • | Elias Schisgall / Wall Street Journal: Sandisk reports Q2 revenue up 61% YoY to $3.03B, vs. $2.69B est., and net income up 672% to $803M, as AI drives demand upward; SNDK jumps 11%+ after hours |
| 4:50 PM • | Todd Spangler / Variety: Apple reports Q1 revenue from Services up 14% YoY to $30B, in line with estimates, as Apple's installed base of active devices has surpassed 2.5B |
| 4:43 PM • | Kif Leswing / CNBC: Apple reports Q1 revenue up 16% YoY to $143.76B, vs. $138.48B est., net income up 16% YoY to $42.1B, and EPS of $2.84, above $2.67 est. |
| 4:32 PM • | Apple: Apple Q1: iPhone up 23% YoY to $85.27B, vs. $78.65B est., Mac down 7% to $8.39B, iPad up 6% to $8.6B, and Wearables, Home, and Accessories down 2% to $11.49B |
| 4:25 PM • | Jordan Novet / CNBC: Microsoft shares fell ~10% on Thursday following an earnings report that disappointed some investors, the stock's sharpest daily decline since March 2020 |
| 3:47 PM • | Tom Warren / The Verge: Sources: Microsoft is focusing on fixing the core issues of Windows 11 over the coming months after persistent bugs, ads, and bloatware eroded user trust |
| 3:40 PM • | Wall Street Journal: Sources: Amazon is in talks to invest up to $50B in OpenAI, which is seeking up to $100B in new capital, a round that could value it at as much as $830B |
| 3:20 PM • | Natalie Lung / Bloomberg: Grubhub plans to remove delivery and service fees on restaurant orders over $50 starting Feb. 2; Grubhub's US market share fell to ~4% in 2025 from 10% in 2023 |
| 3:15 PM • | Omer Kabir / CTech: The Q.ai acquisition could be Apple's second-largest ever and marks founder Aviad Maizels' second exit to Apple, which bought his startup PrimeSense in 2013 |
| 2:20 PM • | Isaiah Poritz / Bloomberg Law: A San Francisco jury finds former Google engineer Linwei Ding guilty of stealing trade secrets related to AI chip technology to build a startup in China |
| 1:50 PM • | Reuters: Source: SpaceX and xAI are in talks to merge ahead of a planned IPO this year; under the proposed deal, shares of xAI would be exchanged for shares in SpaceX |
| 1:45 PM • | Sarah Perez / TechCrunch: Appfigures: Sora's app downloads dropped 32% month-over-month in December and 45% in January to 1.2M; consumer spending on the app fell 32% MoM as of January |
| 1:35 PM • | Conor Murray / Forbes: Social media app UpScrolled hits #1 on Apple's US app store following allegations that TikTok suppresses anti-ICE videos; its founder says it crossed 1M users |
| 1:30 PM • | Kevin McLaughlin / The Information: OpenAI has hired 7+ employees from AI coding startup Cline, including Nik Pash, who left Cline after posting “imagine the smell” on X regarding an xAI hackathon |
| 12:46 PM • | Financial Times: Apple acquires Q.ai, whose tech can analyze facial expressions and could enable non-verbal discussions with AI assistants; sources: the deal values Q.ai at ~$2B |
| 12:11 PM • | Jay Peters / The Verge: Google launches Project Genie, which lets users create interactive worlds using Genie 3, Nano Banana Pro, and Gemini, for Google AI Ultra subscribers in the US |
| 12:00 PM • | Murray Stassen / Music Business Worldwide: A coalition of music publishers, including UMG, filed a second lawsuit against Anthropic, seeking $3B over allegations of copyright infringement of 20k+ songs |
| 11:50 AM • | Emma Roth / The Verge: Deezer makes its AI music detection tool available for businesses to buy and says daily deliveries of AI tracks averaged 60K in January, ~39% of total uploads |
| 11:00 AM • | Will Canny / CoinDesk: Talos, which develops digital asset trading infrastructure, raised a $45M extension from Robinhood and others to its $105M Series B, at a $1.5B valuation |
| 10:35 AM • | Olivier Acuna / CoinDesk: Russia says a crypto regulatory framework will come into force July 1, 2027; it will ban privacy coins like monero and cap retail investor purchases at ~$4K |
| 9:55 AM • | Aisha Malik / TechCrunch: Google expands Gemini's hands-free conversational capabilities to walking and cycling modes in Google Maps, available on iOS and rolling out on Android |
| 9:45 AM • | Ben Wilson / Windows Central: Nvidia launches a native GeForce NOW app for Linux, starting with Debian-based Ubuntu, after releasing a Steam Deck app in 2025; in a hands-on, it works well |
| 9:10 AM • | Sean O'Kane / TechCrunch: Waymo says a robotaxi struck a child at 6 mph near an elementary school in Santa Monica on January 23, resulting in minor injuries; the NHTSA opens a probe |
| 9:00 AM • | Zoe Kleinman / BBC: Waymo says it hopes to launch its London robotaxi service as soon as September, after an April pilot; the UK government plans to change regulations in H2 2026 |
| 8:50 AM • | Rob Curran / Wall Street Journal: Dow plans to cut 4,500 staff to save costs and will rely on AI to boost productivity, resulting in $1.1B to $1.5B in charges; it currently employs ~34,000 staff |
| 8:30 AM • | Counterpoint Research: Apple's iPhone 16 was the world's best-selling smartphone in 2025, followed by the 16 Pro Max and 16 Pro; Apple took 7 of the top 10 spots and Samsung took 3 |
| 8:20 AM • | Ryan Weeks / Bloomberg: Crypto exchange Bybit plans to offer banking services via “MyBank” accounts that can hold USD and other currencies, set to launch in February pending approvals |
| 8:10 AM • | The Information: Sources: ByteDance and Alibaba both plan to release flagship AI models around China's mid-February Lunar New Year holiday, including ByteDance's Doubao 2.0 |
| 8:05 AM • | Dominic Preston / The Verge: Nothing CEO Carl Pei says the company's flagship Phone 4 won't launch in 2026: “We're not just going to churn out a new flagship every year for the sake of it” |
| 7:55 AM • | Mark Bergen / Bloomberg: Munich-based RobCo, which makes robotic arms and factory automation software, raised $100M led by Lingotto and Lightspeed, a source says at a $500M+ valuation |
| 7:25 AM • | Bloomberg: Amazon reported hundreds of thousands of pieces of potential CSAM in AI training data to NCMEC in 2025; child safety officials say Amazon didn't give the source |
| 7:01 AM • | Kim Jaewon / Nikkei Asia: Samsung and SK Hynix executives say they expect global memory supply shortages will persist until 2027 due to AI demand, after the companies reported earnings |
| 6:45 AM • | Koh Ewe / BBC: Chinese media: China executed 11 members of the Ming mafia family that ran online scam centres in Myanmar; five Bai family members are also sentenced to death |
| 6:20 AM • | Jiahui Huang / Wall Street Journal: Alibaba's Cainiao logistics unit merges with Chinese robovan company Zelos, creating a business sources say valued at ~$2B with a fleet set to hit 20K+ vehicles |
| 6:10 AM • | Sam Reynolds / CoinDesk: The US SEC clarifies its tokenized stock rules, saying they are subject to securities and derivatives rules and issuer approval is required for true ownership |
| 6:00 AM • | Financial Times: Tesla plans to scrap its premium S and X models and convert its California factory into an Optimus manufacturing hub, as Elon Musk refocuses on robotics and AI |
| 5:50 AM • | Christina Kyriasoglou / Bloomberg: STMicro reports Q4 net revenue up 0.2% YoY to $3.33B, operating income down 66% YoY to $125M, and forecasts Q1 2026 net revenue of $3.04B, above $2.92B est. |
| 5:40 AM • | New York Times: Amazon's $35M marketing campaign for Melania is ~10x the budget for similar documentaries like CNN's RBG; some suggest Amazon is currying favor with Trump |
| 5:25 AM • | Bloomberg: SAP reports Q4 revenue up 3% YoY to €9.68B, adjusted operating profit up 27% to €2.83B, and forecasts 2026 cloud revenue to grow 23%+ to €25.8B; SAP falls 14%+ |
| 5:15 AM • | Connie Loizos / TechCrunch: Airtable unveils Superagent, a service that can deploy AI agents in parallel for tasks like market analysis, its first standalone product in its 13-year history |
| 5:06 AM • | Norman Goh / Nikkei Asia: Jones Lang LaSalle projects Malaysia's operational data center capacity to increase from ~1,025 MW at the end of 2025 to ~2,100 MW by the end of 2026 |
| 2:40 AM • | Belle Lin / Wall Street Journal: The US construction industry is adopting AI tools to improve project management and support site managers and foremen; IDC says 60% of firms use some form of AI |
| 2:30 AM • | Financial Times: A look at Amazon's and Walmart's differing approaches to agentic AI shopping; Similarweb says Walmart doubled its AI referral share in the US to 32.5% in 2025 |
| 2:10 AM • | Connor Jones / The Register: Security researchers warn Moltbot, previously Clawdbot, requires a specialist skillset to use safely, as data exposure risks persist even when set up correctly |
| 1:50 AM • | Cyrus Farivar / Ars Technica: A federal judge in Virginia ruled that Norfolk's use of ~200 Flock automated license plate scanners is constitutional and doesn't violate the Fourth Amendment |
| 1:40 AM • | Momoka Yokoyama / Bloomberg: Advantest shares hit a record high after the chip equipment maker beat Q3 earnings estimates and raised its FY operating profit forecast from $2.45B to $2.97B |
| 1:15 AM • | Dylan Butts / CNBC: SK Hynix surpassed Samsung in annual operating profit for the first time in 2025; SK Hynix posted a record profit of ~$33B in 2025 while Samsung posted ~$30.5B |
| 1:05 AM • | Henrique Almeida / Bloomberg: New York-based Sword Health, which develops AI-powered tech for managing pain and offers remote physical therapy, agrees to acquire rival Kaia Health for $285M |
| 12:55 AM • | Stephen Nellis / Reuters: Letter: Rep. John Moolenaar, chair of the US House Select Committee on China, says Nvidia helped DeepSeek hone AI models later used by the Chinese military |
| 11:55 PM • | Saritha Rai / Bloomberg: DeepSeek job listings show it hopes to broaden its AI offerings with a search engine capable of supporting multiple languages and more emphasis on agents |
| 11:30 PM • | Julie Bort / TechCrunch: US-based AI startup Arcee releases Trinity Large, a 400B-parameter open-weight model that it says compares to Meta's Llama 4 Maverick 400B on some benchmarks |
| 11:15 PM • | Sri Muppidi / The Information: Sources: OpenAI is in talks to raise up to $30B from Nvidia and less than $10B from Microsoft, as part of a $100B funding round |
| 10:30 PM • | Jonathan Stempel / Reuters: Google agrees to pay $135M to settle a proposed class action lawsuit alleging that the tech giant programmed Android to illegally collect users' cellular data |
| 10:10 PM • | Tom Knowles / The Guardian: The UK's Advertising Standards Authority bans some Coinbase ads, finding them “irresponsible” for suggesting crypto as a solution to the cost of living crisis |
| 9:50 PM • | Todd Bishop / GeekWire: LinkedIn's Q2 revenue rose 11% YoY, topping $5B for the first time, giving it a $20B+ annual run rate; Satya Nadella says LinkedIn paid video ads grew 30% YoY |
| 9:15 PM • | Dylan Butts / CNBC: Samsung reports Q4 revenue up 24% YoY to ~$65.6B, vs. ~$65.28B est., and operating profit up 200%+ to ~$14.06B, driven by memory chip price hikes and HBM demand |
| 9:00 PM • | Robert McMillan / Wall Street Journal: Google says it took legal action to take down dozens of domains and disrupt the residential proxy network of Chinese company Ipidea, widely used by bad actors |
| 8:30 PM • | Dylan Butts / CNBC: SK Hynix announces a new US-based “AI Company” from a restructuring of its California-based subsidiary Solidigm, and commits at least $10B to the new entity |
| 8:00 PM • | Russell Brandom / TechCrunch: In Meta's Q4 earnings call, Mark Zuckerberg says it plans to start shipping new models and products throughout 2026 and hints at “agentic shopping tools” |
| 7:40 PM • | Tom Warren / The Verge: Satya Nadella says Windows 11 reached 1B users during Q2, growing over 45% YoY and at a faster rate than Windows 10 did |
| 7:20 PM • | Chance Miller / 9to5Mac: Sebastiaan de With, co-founder of iPhone camera app Halide and who previously freelanced for Apple, says he has joined Apple's Human Interface Design team |
| 6:40 PM • | Anna Tong / Forbes: Sources: OpenAI is considering using biometric verification like World's eyeball scanning Orb for its planned social network to ensure its users are real people |
| 6:10 PM • | Hannah Lang / Reuters: Sources: the White House will meet with banks and crypto firms on Monday to discuss a path forward for crypto legislation stalled by a clash between the sectors |
| 5:45 PM • | Samantha Subin / CNBC: ServiceNow reports Q4 revenue up 20.5% YoY to $3.57B, above $3.53B est., and subscription revenue up 21% YoY to $3.47B; NOW drops ~3% |
| 5:35 PM • | Kara Carlson / Bloomberg: Tesla agrees to invest $2B in xAI for preferred shares as part of xAI's Series E, despite a shareholder vote in November 2025 that failed to win approval |
| 5:00 PM • | Reuters: Microsoft reports Azure Q2 revenue up 39% YoY, above 38.8% est.; Microsoft cloud's contracted backlog grew 110% to $625B, ~45% of which came from OpenAI alone |
| 4:50 PM • | Krystal Hu / Reuters: PaleBlueDot, which operates a GPU capacity marketplace and designs GPU clusters for enterprises, raised a $150M Series B led by B Capital at a $1B+ valuation |
| 4:41 PM • | Bloomberg: Microsoft says its Q2 capital expenditures rose 66% YoY to $37.5B, exceeding analyst estimates for $36.2B; MSFT drops 10%+ |
| 4:36 PM • | Tom Warren / The Verge: Microsoft Q2 gaming revenue fell 9% YoY, including a 32% drop in Xbox hardware revenue and a 5% decline in Xbox content and services, which includes Game Pass |
| 4:27 PM • | Brody Ford / Bloomberg: IBM reports Q4 revenue up 12% YoY to $19.7B, above $19.2B est., and projects 2026 revenue growth and free cash flow above estimates; IBM jumps 8%+ |
| 4:25 PM • | Jonathan Vanian / CNBC: Meta reports Reality Labs Q4 revenue of $955M, vs. $940.8M est., and a $6.02B operating loss, vs. $5.67B est.; Reality Labs now has $75B+ in losses since 2020 |
| 4:17 PM • | Bloomberg: Meta expects its 2026 capex to be $115B to $135B, compared with a $110.6B analyst estimate and $72.2B in 2025, driven by investments in Superintelligence Labs |
| 4:06 PM • | Microsoft: Microsoft reports Q2 revenue up 17% YoY to $81.3B, operating income up 21% to $38.3B, net income up 60% to $38.5B, and Microsoft Cloud revenue tops $50B |
| 4:03 PM • | Meta: Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META is up 7%+ |
| 3:55 PM • | Emily Wilkins / CNBC: Crypto PAC Fairshake expanded its war chest to $193M by the end of last year, up from $141M in July; Ripple gave $25M, and a16z gave $24M in H2 2025 |
| 3:40 PM • | Wired: The US DHS confirms NEC is the vendor that sold Mobile Fortify, a facial recognition app used by federal immigration agents to identify people, to CBP and ICE |
| 3:20 PM • | Jeff John Roberts / Fortune: Fidelity Investments announces its own stablecoin, the Fidelity Digital Dollar, or FIDD, available to institutional and retail clients in the coming weeks |
| 3:00 PM • | Sergiu Gatlan / BleepingComputer: A co-creator of the dark web marketplace Empire Market pleads guilty to US drug conspiracy charges for facilitating $430M in illegal transactions in 2018-2020 |
| 2:45 PM • | Shirin Ghaffary / Bloomberg: Decagon, which offers AI customer service agents, raised a $250M Series D led by Coatue and Index Ventures at a $4.5B valuation, up from $1.5B in June 2025 |
| 1:40 PM • | Kyle Kucharski / ZDNET: Google updates Gemini in Chrome with a new side panel, an auto browse feature that can navigate pages and take actions for AI Pro and AI Ultra users, and more |
| 12:45 PM • | Barry Schwartz / Search Engine Roundtable: Following the UK CMA's proposals, Google says it is exploring controls to let websites opt out of AI Overviews and AI Mode |
| 12:40 PM • | Robert Booth / The Guardian: The UK CMA proposes measures to let publishers opt out of content scraping for Google's AI Overviews and AI training without losing visibility in search results |
| 12:25 PM • | Marie Woolf / Globe and Mail: Canada says it is talking to Meta to restore news to Facebook and Instagram as the Online News Act is put on the table as part of trade negotiations with the US |
| 11:45 AM • | Carl Zimmer / New York Times: Google DeepMind researchers unveil AlphaGenome, an AI model trained on molecular data to predict 11 different genomic processes, such as gene splicing |
| 10:25 AM • | Mary Ann Azevedo / This Week in Fintech: Slice, which uses AI agents to encode tax policies and legal rules across 60+ countries, raised a $25M Series A led by Insight, taking its total funding to $32M |
| 10:00 AM • | Mike Wheatley / SiliconANGLE: Adaptive6, which treats cloud cost inefficiencies as security vulnerabilities to help companies cut bills, raised a $28M Series A, for $44M in total funding |
| 9:55 AM • | Samantha Subin / CNBC: Outtake, which uses autonomous AI agents to help companies detect and remove cyberthreats, raised $40M led by Iconiq, after a $16.5M Series A in April 2025 |
| 9:50 AM • | Robert Hart / The Verge: ESA astronomers say they used AI model AnomalyMatch to scan 100M image cutouts from the Hubble Legacy Archive in 2.5 days, finding ~1,400 “anomalous objects” |
| 9:45 AM • | Gil Press / Forbes: Tel Aviv-based Factify raised a $73M seed led by Valley Capital to develop an AI-native document standard intended to replace the legacy PDF format |
| 9:35 AM • | Karissa Bell / Engadget: LinkedIn launches a new feature to let users display verified “vibe coding” and AI proficiency levels from third-party partners including Replit and Lovable |
| 9:25 AM • | Kirsten Korosec / TechCrunch: Battery recycling and cathode production startup Redwood expands its Series E to $425M, sources say at a $6B valuation, adds Google as a new strategic investor |
| 9:20 AM • | Ethan Millman / The Hollywood Reporter: Spotify paid out $11B+ to the music industry in 2025, up 10% YoY, bringing its all-time payments to $70B, and now accounts for ~30% of recorded music revenue |
| 9:15 AM • | Jess Weatherbed / The Verge: Snap launches a wholly-owned subsidiary called Specs Inc. for its upcoming AR glasses, in a bid to facilitate minority investment and offer distinct branding |
| 9:10 AM • | Chris Welch / Bloomberg: Apple Creator Studio review: the subscription suite offers value, but lacks a photo management tool to rival Lightroom and lacks iOS support for flagship apps |
| 8:55 AM • | Jess Weatherbed / The Verge: Bluesky says it is working to make feeds more “live”, interactive, and timely during live events, and teases improvements to posting and follow suggestions |
| 8:35 AM • | Michael J. de la Merced / New York Times: AI sales startup Clay launches its second employee tender offer in under nine months, valuing it at $5B, up from $3.1B in August and $1.5B in its May 2025 offer |
| 7:55 AM • | Mia Sato / The Verge: ADL study of Grok, ChatGPT, Llama, Claude, Gemini, and DeepSeek: Grok performed worst at identifying and countering antisemitic content, while Claude was best |
| 7:35 AM • | Tyler Kingkade / NBC News: Some US college students say they are using AI “humanizer” tools to alter text to avoid cheating accusations; AI detection tools now aim to catch “humanizers” |
| 7:00 AM • | Manuel Baigorri / Bloomberg: Singapore-based Digital Edge plans to invest $4.5B to build a 500 MW hyperscale data center facility in Indonesia, with the first phase set to open in Q4 2026 |
| 6:35 AM • | Daniel Kuhn / The Block: PayPal survey in October 2025: 40% of merchants already accept crypto, led by large enterprises, 85% expect crypto payments to be commonplace by 2030, and more |
| 6:25 AM • | Taylor Soper / GeekWire: Amazon plans to discontinue its Amazon One palm recognition system on June 3 and will automatically delete all user data; One remains for healthcare check-ins |
| 6:15 AM • | Natalie Lung / Bloomberg: Toronto-based self-driving truck startup Waabi raised a $750M Series C led by Khosla and G2 and partners with Uber, which can invest $250M based on performance |
| 6:10 AM • | Abner Li / 9to5Google: A Google bug report apparently leaks the planned Android desktop interface, showing a taller status bar, a new mouse cursor, Chrome extensions, and more |
| 5:55 AM • | Takashi Mochizuki / Bloomberg: Osaka-based Capcom reports game sales up 13.5% to a record 34.64M from March to December 2025; the Street Fighter and Resident Evil maker's stock jumps 10%+ |
| 5:45 AM • | Sarah Jacob / Bloomberg: ASML CEO Christophe Fouquet says the company plans to cut 1,700 jobs, or 4% of its workforce, mainly in its Tech and IT organizations; ASML jumps 5%+ pre-market |
| 5:33 AM • | Beth Galetti / About Amazon: Amazon plans to cut ~16,000 roles across the company as part of an ongoing effort to reduce organizational layers and bureaucracy, after cuts in October 2025 |
| 5:10 AM • | Casey Newton / Platformer: A critique of a large UK social media study that suggested measures like social media bans are unlikely to have an effect on teens' long term mental health |
| 4:50 AM • | Dylan Loh / Nikkei Asia: Momentum Works: the GMV of the online food delivery market in Southeast Asia's six biggest economies grew 18% YoY to $22.7B in 2025, and Grab accounted for 55% |
| 4:40 AM • | Abhijeet Mishra / SamMobile: Samsung says it will introduce a display feature for the Galaxy S26 series that improves “privacy at a pixel level” to protect users from “shoulder surfing” |
| 4:30 AM • | Dylan Butts / CNBC: SK Hynix reports Q4 revenue up 66% YoY to $23B, above ~$22.4B est., and operating profit up 137% YoY to $13.3B, both company records, driven by AI HBM demand |
| 4:20 AM • | Milagros Costabel / BBC: A look at AI-powered tools and apps like Aira Explorer that are helping blind people access visual feedback about their bodies, sometimes for the first time |
| 4:10 AM • | Parth Mn / Rest of World: Several Indian tech workers say they are buckling under deadline pressure and worry about layoffs, with many fearing conditions will worsen with the rise of AI |
| 3:50 AM • | Zijing Wu / Financial Times: Q&A with James Wu on leaving his role as DJI's chief scientist to found FJDynamics to build robots for labor intensive sectors like agriculture and construction |
| 2:40 AM • | Kate Clark / Wall Street Journal: Flapping Airplanes, an AI research lab “devoted to solving the data efficiency problem”, raised $180M at a $1.5B valuation from GV, Sequoia, Index, and others |
| 2:10 AM • | Arjun Kharpal / CNBC: ASML reports Q4 net sales of €9.7B, vs. €9.6B est., and €2.84B net profit, vs. €3.01B est., and says it expects China to account for 20% of its total 2026 sales |
| 1:55 AM • | Daniel Thomas / Financial Times: Sources: Google sends “cease and desist” letters to Kantar, halting Kantar and Barb's UK TV measurement tools comparing YouTube with linear TV and streamers |
| 1:45 AM • | Reuters: ASML reports record quarterly bookings of €13.2B in Q4, beating €6.32B est., and projects its 2026 full-year sales at between €34B and €39B, above €35B est. |
| 1:15 AM • | Melissa Heikkilä / Financial Times: Sources: Hugging Face declined Nvidia's $500M investment offer at a $7B valuation in late 2025; Hugging Face says it does not want a single dominant investor |
| 12:55 AM • | Rocket Drew / The Information: The AI Whistleblower Initiative says OpenAI recently updated its whistleblower policy, addressing eight of 13 recommendations and going further than Anthropic |
| 12:45 AM • | Financial Times: Sources: Elon Musk proposes timing SpaceX's IPO with a rare planetary alignment and his June birthday; SpaceX seeks to raise up to $50B at a ~$1.5T valuation |
| 12:25 AM • | Kang Yoon-seung / Yonhap News Agency: Sources: Nvidia has allocated ~70% of its 2026 HBM4 demand to SK Hynix; Counterpoint estimates SK Hynix will account for 54% of the global HBM4 market in 2026 |
| 12:00 AM • | The Information: Sources: C3.ai is in talks to merge with Automation Anywhere, which would go public in the deal; C3.ai's market cap is now ~$1.7B, a tenth of its 2020 valuation |
| 11:45 PM • | Reuters: Sources: China approved its first batch of Nvidia H200 imports, covering 400K+ chips for ByteDance, Alibaba, and Tencent, during Jensen Huang's visit to China |
| 11:40 PM • | Carrie LaFrenz / Australian Financial Review: Amazon partners with Harris Farm to offer fresh food delivery in Australia for the first time, starting in inner Sydney, free for Prime members on AU$100 orders |
| 11:15 PM • | Sri Muppidi / The Information: Sources: Anthropic raises its revenue forecasts to $18B in 2026, $55B in 2027, and $148B in 2029, delaying its cash flow positive expectations by a year to 2028 |
| 10:10 PM • | Mark Gurman / Bloomberg: Memo: Tim Cook told Apple staff that he is “heartbroken by the events in Minneapolis”, calls for a “deescalation”, and says he discussed it with President Trump |
| 9:45 PM • | Business Insider: Memo: Amazon appeared to mistakenly alert some AWS staff about planned layoffs in an email invite to a January 28 “Project Dawn” meeting on company efficiency |
| 8:15 PM • | New York Times: Internal documents from 2025: Microsoft expects its annual water consumption to reach 28B liters by 2030, up from 7.9B liters in 2020 and 10.4B liters in 2024 |
| 8:00 PM • | Jack Ryan / Bloomberg: Paolo Ardoino says Tether now holds ~140 tons of gold, worth ~$23B, has been buying one to two tons per week, and plans to keep doing so for the next few months |
| 7:33 PM • | Kate Clark / Wall Street Journal: Sources: SoftBank is in talks to invest up to $30B more in OpenAI; SoftBank is already one of its largest shareholders after investing $22.5B in December 2025 |
| 6:20 PM • | Eli Tan / New York Times: AdImpact: Meta spent $6.4M in November and December 2025 to run TV ads in eight US state capitals and DC, aiming to change negative opinions about data centers |
| 5:50 PM • | Zaheer Kachwala / Reuters: Seagate reports Q2 revenue up 22% YoY to $2.83B, vs. $2.73B est., forecasts Q3 results above estimates on strong data storage demand; STX jumps 8%+ |
| 5:20 PM • | David McCabe / New York Times: TikTok says the new US entity has not updated its algorithm since the joint venture was announced, after users accused it of suppressing posts related to ICE |
| 5:00 PM • | Arsheeya Bajwa / Reuters: Texas Instruments reports Q4 revenue up 10% YoY to $4.42B, vs. $4.44B est., and forecasts Q1 revenue above estimates; TXN jumps 9%+ |
| 4:25 PM • | John Sakellariadis / Politico: Sources: CISA's interim director Madhu Gottumukkala triggered automated security warnings in summer 2025 by uploading sensitive documents to ChatGPT |
| 3:55 PM • | Steven Melendez / Fast Company: Privacy-focused MVNO Cape, which has raised $61M from a16z and others, launches across the US following a March 2025 beta, offering a $99 monthly plan |
| 3:10 PM • | David Gilbert / Wired: Meta blocks users from sharing links to ICE List, which compiles names of DHS staffers; Meta cites a policy against “asking for personally identifiable” info |
| 3:05 PM • | Yamini Kalia / Reuters: Revolut launches full banking operations in Mexico in its first expansion outside Europe, with capital of $100M+, more than double the regulatory minimum |
| 2:45 PM • | Juli Clover / MacRumors: Apple releases iOS 12.5.8 for the iPhone 5s and iPhone 6, extending software support for these devices to 13 and 12 years after their respective launches |
| 2:40 PM • | Jeff Horwitz / Reuters: Court filings: Mark Zuckerberg approved allowing minors to access AI chatbot companions that safety staffers warned were capable of sexual interactions |
| 2:35 PM • | Emily Nicolle / Bloomberg: Tether launches USAT, a US-regulated stablecoin issued by Anchorage Digital Bank, marking the company's direct return to the US market that it left in 2018 |
| 2:00 PM • | Financial Times: Sources: Anthropic is set to raise about $20B led by Singapore's GIC and Coatue, double the amount it had targeted, at a $350B valuation |
| 1:40 PM • | Nate Wolf / Barron's Online: Cloudflare stock surged 9.2% on Monday and ~9% on Tuesday as users of Moltbot, previously Clawdbot, adopt the Cloudflare Tunnel tool to secure their connections |
| 1:35 PM • | Ashley Capoot / CNBC: An interview with Mozilla President Mark Surman about plans to deploy its ~$1.4B in reserves to fund an AI “rebel alliance” to challenge companies like OpenAI |
| 1:30 PM • | Will Douglas Heaven / MIT Technology Review: OpenAI launches Prism, a free cloud-based LaTeX editor that embeds GPT-5.2 to assist in scientific paper drafting and citation management |
| 1:23 PM • | Abner Li / 9to5Google: Google expands its AI Plus subscription to 35 new countries and territories, including the US at $7.99/month, with “enhanced access” to Gemini 3 Pro and more |
| 1:00 PM • | Ben Jiang / South China Morning Post: DeepSeek launches DeepSeek-OCR 2, an upgraded optical character recognition model that replaces OpenAI-developed CLIP framework with Alibaba's Qwen2-0.5b |
| 12:21 PM • | Pascale Davies / Euronews: France plans to replace Microsoft Teams and Zoom with French-made and Outscale-hosted Visio by 2027, as part of a push to drop US software vendors in government |
| 12:15 PM • | Sarah Perez / TechCrunch: Google expands Android's anti-theft suite, including a dedicated toggle for its Failed Authentication Lock feature on devices running Android 16 or later |
| 12:08 PM • | Robert Hart / The Verge: Google adds Gemini 3 to AI Overviews as the default model globally and now lets users ask follow-up questions “seamlessly” via AI Mode |
| 12:00 PM • | Cecilia Kang / New York Times: TikTok settles a California lawsuit ahead of a landmark social media addiction trial; Snap recently settled the suit, while Meta and YouTube remain defendants |
| 11:50 AM • | Sam Tabahriti / Reuters: The UK government has recruited a team of AI specialists to build open-source AI tools to improve transport, public safety and defense, with funding from Meta |
| 11:40 AM • | Henry Chandonnet / Business Insider: Clawdbot creator Peter Steinberger says he is changing the name of the viral AI agent to Moltbot after he “was forced to rename the account by Anthropic” |
| 11:25 AM • | Kyt Dotson / SiliconANGLE: Ai2 launches Open Coding Agents, starting with SERA, an open-source family that includes 32B and 8B parameter models designed to adapt to private codebases |
| 11:21 AM • | Chris Welch / Bloomberg: Sonos announces the Amp Multi, a large digital amplifier and its first new device in over a year, ending a pause in hardware releases as it focused on software |
| 11:15 AM • | Ivan Mehta / TechCrunch: Flora, whose node-based design tool uses AI to create media assets for clients like Lionsgate, raised a $42M Series A, bringing its total funding to $52M |
| 11:05 AM • | Naga Avan-Nomayo / The Block: Crypto payments network Mesh raised a $75M Series C led by Dragonfly at a $1B valuation, bringing its total funding to $200M |
| 10:50 AM • | Chris Metinko / Axios: Summize, which uses AI to let in-house legal teams manage contract workflows within apps like Slack, raised $50M, bringing its total funding to $65M |
| 10:30 AM • | Raphael Satter / Reuters: WhatsApp launches Strict Account Settings, a high-security mode to protect high-risk users like journalists and public figures from sophisticated cyberattacks |
| 10:20 AM • | Kerry Flynn / Axios: Yahoo launches Scout, an AI answer engine powered by Claude, in beta for US users on desktop and mobile, and joins Microsoft's Publisher Content Marketplace |
| 10:15 AM • | Todd Bishop / GeekWire: Amazon plans to close all 57 Fresh and 15 Go locations in the US, as it pivots its physical retail strategy to focus exclusively on Whole Foods |
| 10:10 AM • | Meir Orbach / CTech: Israeli startup Memcyco, which offers real-time phishing and account takeover protection, raised a $37M Series A led by NAventures and others |
| 10:05 AM • | Laya Neelakandan / CNBC: UPS plans to eliminate 30,000 jobs in 2026 as part of winding down its partnership with Amazon, and expects $3B in savings related to the Amazon unwind |
| 10:00 AM • | Samantha Cole / 404 Media: Pornhub parent Aylo says it will restrict UK users from February 2, after six months of complying with the UK's OSA; users who verified their ages can log in |
| 9:50 AM • | Mike Scarcella / Reuters: Amazon agrees to pay a $309M settlement and return $600M to users in a US class action lawsuit over allegedly incorrectly denied refunds since September 2017 |
| 9:30 AM • | Tim Bradshaw / Financial Times: Abu Dhabi's top tech university MBZUAI launches K2 Think, a new model it says is capable of advanced reasoning, as part of the UAE's push into “sovereign” AI |
| 9:20 AM • | Madison McLauchlan / BetaKit: Montreal-based Vention raised a $110M Series D to scale its physical AI platform into manufacturing plants worldwide, taking its total raised to ~$216M |
| 9:10 AM • | Chris Welch / Bloomberg: Samsung says the Galaxy Z TriFold costs $2,899, or $899 more than the Galaxy Z Fold 7, launching in the US on January 30 exclusively via its website and stores |
| 9:01 AM • | New York Times: Internal Slack message: Sam Altman tells OpenAI staff that “What's happening with ICE is going too far” and he hopes President Trump “will rise to this moment” |
| 8:35 AM • | Sean O'Kane / TechCrunch: Uber launches Uber AV Labs, a division to collect real-world driving data via sensor-equipped vehicles to train reinforcement learning models for its partners |
| 8:26 AM • | Annie Palmer / CNBC: SEC filing: Pinterest plans to lay off less than 15% of its workforce by Q3 and cut back on office space, saying it is “reallocating resources” to AI teams |
| 8:10 AM • | Chainalysis: Chinese-language crypto laundering networks processed ~$16.1B in 2025, or $44M per day on average across 1,799+ wallets, representing 20% of laundering activity |
| 7:50 AM • | Katie Tarasov / CNBC: Corning says Meta committed to paying up to $6B through 2030 for fiber-optic cable in its AI data centers, and it plans to expand its Hickory, NC, factory |
| 7:20 AM • | Financial Times: A profile of White House AI adviser Sriram Krishnan, who wrote an EO against “Woke” AI, aims to “fight China”, and rallies executives around Trump's policies |
| 7:00 AM • | Katarina Hoije / Bloomberg: TikToker Khaby Lame partners with Nasdaq-listed Rich Sparkle in a $975M, 36-month deal, including an AI version, to monetize his 360M social media followers |
| 6:40 AM • | Wired: Documents: a whistleblower details the Boshang scam compound in Laos that defrauded victims of ~$2.2M over 11 weeks and utilized a system of worker debt bondage |
| 6:10 AM • | Washington Post: US court filings detail Anthropic's Project Panama, an effort to “destructively scan” up to 2M books with a hydraulic “cutting machine” led by an ex-Google exec |
| 5:50 AM • | Samuel Stolton / Bloomberg: The EU gives Google a six-month deadline to lift technical barriers to rival AI search assistants on Android and give key data to other search engine providers |
| 5:40 AM • | Kimi: Moonshot says Kimi K2.5 builds on K2 with “pretraining over ~15T mixed visual and text tokens” and “can self-direct an agent swarm with up to 100 sub-agents” |
| 5:15 AM • | Bloomberg: Chinese startup Moonshot releases Kimi K2.5, saying the model can process text, images, and videos simultaneously and beats its open-source peers in some tests |
| 2:25 AM • | Will Douglas Heaven / MIT Technology Review: An interview with OpenAI for Science head Kevin Weil on the team's mission, why LLMs can't come up with game-changing discoveries yet, and more |
| 1:45 AM • | Bobby Allyn / NPR: TikTok US says it doesn't “have rules against sharing the name Epstein in direct messages” and is “investigating why some users are experiencing issues” |
| 12:40 AM • | Reuters: Micron plans to invest $24B over the next decade to build a 700,000-square-foot memory chip facility in Singapore, with wafer output set to start in H2 2028 |
| 10:00 PM • | Tyler Katzenberger / Politico: California Governor Gavin Newsom says he will launch a review into whether TikTok is violating state laws by censoring content critical of President Trump |
| 8:05 PM • | Wall Street Journal: The US Army signs a $5.6B, 10-year contract with Salesforce to speed up outdated practices; as part of the deal, military recruiters will get access to Slack |
| 8:00 PM • | Murad Hemmadi / The Logic: YC updated its website to remove Canada from its list of approved jurisdictions for incorporation, leaving the US, Cayman Islands, and Singapore as options |
| 7:20 PM • | Julie Bort / TechCrunch: Khosla Ventures' Vinod Khosla and Ethan Choi disavow Keith Rabois' comments after border agents killed Alex Pretti; Rabois said Pretti was committing a “felony” |
| 7:05 PM • | Geoffrey A. Fowler / Washington Post: A test of ChatGPT Health and Claude for Healthcare with data from Apple Health finds the chatbots provided questionable and inconsistent responses |
| 6:30 PM • | Aisha Malik / TechCrunch: Meta says it will test new paid subscriptions that give people access to exclusive features on its apps and plans to scale Manus as part of those offerings |
| 5:55 PM • | Eudora Wang / DealStreetAsia: StepFun, a Chinese AI startup that develops LLMs and has partnered with automaker Geely and smartphone brands like Oppo and Honor, raised a ~$717M Series B+ |
| 5:40 PM • | M.G. Siegler / Spyglass: Tim Cook attending a private White House screening of the documentary Melania hours after US agents killed a man suggests horrible judgment, or worse, cowardice |
| 5:15 PM • | Eliyahu Kamisher / Bloomberg: Billionaire Tom Steyer, who is running for California governor, says he plans to vote for the one-time 5% tax on billionaires if it reaches the November ballot |
| 5:10 PM • | Sarah Perez / TechCrunch: A group of YouTubers with a combined 6.2M subscribers adds Snap to a class action lawsuit, alleging the company trained its AI systems on their video content |
| 4:00 PM • | Jonathan Stempel / Reuters: Google agrees to pay $68M to settle a class action lawsuit claiming that Google Assistant inappropriately recorded private conversations on users' devices |
| 2:55 PM • | John Gruber / Daring Fireball: Wikimedia data: iOS 26 adoption was ~50% in January, below iOS 18's 72% in 2025, as Apple slows auto-updates; Statcounter had 15% after missing Safari changes |
| 1:55 PM • | Nate Wolf / Barron's Online: Zoom's shares closed up 11.28% after analysts at Baird estimated that Zoom's 2023 investment in Anthropic could be worth $2B to $4B, depending on dilution |
| 1:45 PM • | Mary Ann Azevedo / Crunchbase News: Zocks, which offers an AI assistant for financial advisers, raised a $45M Series B co-led by Lightspeed and QED Investors, taking its total funding to $65M |
| 1:20 PM • | Robert Hart / The Verge: Anthropic rolls out a new extension to MCP to let users interact with apps directly inside the Claude chatbot, with support for Asana, Figma, Slack, and others |
| 1:15 PM • | Emma Roth / The Verge: UpScrolled, a platform for sharing photos, videos, and text that claims political impartiality, says user growth has surged since TikTok's US takeover |
| 12:50 PM • | Qwen: Qwen releases Qwen3-Max-Thinking, its flagship reasoning model that it says demonstrates performance comparable to models such as GPT-5.2 Thinking and Opus 4.5 |
| 12:35 PM • | Axios: In a 38-page essay, Dario Amodei warns of civilization-level damage from superintelligent AI, questioning whether humanity has the maturity to handle such power |
| 12:00 PM • | Angus Loten / Wall Street Journal: Upwind Security, which filters out false security alerts in cloud apps to let security teams address actual risks, raised a $250M Series B at a ~$1.5B valuation |
| 11:40 AM • | Dan Whateley / Business Insider: TikTok US says it is working to restore services after a data center power outage, and that any algorithm changes users noticed were likely due to the outage |
| 11:10 AM • | Tom Warren / The Verge: Microsoft unveils the Maia 200, its second-generation AI accelerator built on TSMC's 3nm process, deploying today in its Azure US Central data center region |
| 10:45 AM • | Jesse Coburn / ProPublica: Sources: the US DOT plans to use Gemini to draft federal regulations, cutting the process to just 30 days; the DOT used it to draft a still-unpublished FAA rule |
| 10:01 AM • | Anupriya Datta / Euractiv: The EU Commission says WhatsApp's Channels fall under the DSA's Very Large Online Platform rules, joining Instagram and Facebook, requiring it to address risks |
| 9:30 AM • | The Information: Source: OpenAI targets ~$60 per 1,000 views for ChatGPT ads, on par with live NFL broadcasts and above Meta's sub-$20 CPM, while offering little conversion data |
| 9:20 AM • | Tim De Chant / TechCrunch: Nvidia announces its Earth-2 Medium Range weather model, built on its Atlas architecture, claiming it outperforms Google DeepMind's GenCast in 70+ variables |
| 9:15 AM • | Ryan Christoffel / 9to5Mac: Apple unveils a second-gen AirTag with an updated speaker and the same second-gen Ultra Wideband chip as in the iPhone 17, costing $29 for one and $99 for four |
| 9:10 AM • | Antonio G. Di Benedetto / The Verge: Intel Panther Lake laptop CPU review: the 18A-based Core Ultra X9 388H delivers impressive performance and efficiency and is a solid option for 1080p gaming |
| 9:00 AM • | Axios: As tech CEOs stay silent after two fatal shootings, 450+ workers at Google, Meta, OpenAI, Amazon, and others urge CEOs to cancel any ICE contracts and speak out |
| 8:30 AM • | Matt Burgess / Wired: How the explicit deepfake ecosystem evolved from images to high-quality video; an analysis shows 1.4M+ Telegram accounts signed up to 39 deepfake creation bots |
| 8:15 AM • | Bloomberg: iNvidia invests $2B more in CoreWeave to speed up an effort to add 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPUs; CRWV closed up 5.7% |
| 8:00 AM • | Ben Thompson / Stratechery: TSMC's conservative capex approach is resulting in supply-demand imbalances and foregone revenue, and hyperscalers must build up Samsung or Intel as its rivals |
| 7:40 AM • | Rebecca Torrence / Bloomberg: Sources: NY-based Tandem, which uses AI to automate the paperwork for writing and receiving medical prescriptions, raised a $100M Series B at a $1B valuation |
| 7:25 AM • | New York Times: Interviews with 100+ therapists and psychiatrists on clients' AI chatbot usage show, while there are some upsides, conversations also deepened negative feelings |
| 7:00 AM • | Ashley Gold / Axios: OpenAI says nearly 1.3M weekly users are discussing “advanced topics in hard science” in January, with an average of 8.4M ChatGPT messages on those topics |
| 6:40 AM • | Cade Metz / New York Times: Ricursive, founded by ex-Google researchers to automate advanced chip design, raised $335M from Sequoia, Radical, Lightspeed, and others at a $4B valuation |
| 6:30 AM • | Irina Anghel / Bloomberg: Morgan Stanley: UK companies reported that AI led to 8% net job losses over the past year, above Japan's 7% and Germany's 4%; AI led to a 2% US net job gain |
| 6:22 AM • | Josh Chin / Wall Street Journal: Documents: China's military is focused on harnessing AI to deploy swarms of drones, robot dogs, and other autonomous systems, learning from hawks and coyotes |
| 6:10 AM • | Barbara Moens / Financial Times: The EU opens a formal DSA investigation into xAI over Grok generating sexualized images of women and children; xAI faces fines of up to 6% of global revenue |
| 6:05 AM • | Rafe Rosner-Uddin / Financial Times: Digital Realty, QTS, and NTT Data warn the data center industry is doing a poor job of combating local opposition; 24+ US projects were blocked in January alone |
| 5:55 AM • | Dong Cao / Bloomberg: Chinese autonomous trucking company DeepWay raised ~$173M ahead of its planned Hong Kong IPO, filed in November 2025; DeepWay reported ~$215M in H1 2025 revenue |
| 5:45 AM • | Lauren Thomas / Wall Street Journal: Quantum computing company IonQ acquires US chipmaker SkyWater for ~$1.8B, paying $35/share, in IonQ's biggest deal yet; SkyWater will operate as a subsidiary |
| 5:40 AM • | Bloomberg: Sources: SoftBank halts talks about a ~$50B acquisition of US data center operator Switch, a setback to Masayoshi Son's goal to roll out Stargate infrastructure |
| 4:15 AM • | Nat Rubio-Licht / The Deep View: London-based enterprise AI video startup Synthesia raised a $200M Series E led by GV at a $4B valuation, up from $2.1B after raising $180M in January 2025 |
| 3:50 AM • | John Keilman / Wall Street Journal: Manufacturers say that AI is fundamentally changing how some new products are created, finding unexpected solutions and reducing R&D time from weeks to days |
| 1:30 AM • | Zack Abrams / The Block: Entropy, a decentralized crypto custodian that raised a $25M seed led by a16z in June 2022, is shutting down after “several pivots, and two rounds of layoffs” |
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