| 11:15 PM • | James O'Donnell / MIT Technology Review: Microsoft's AI safety team proposed technical standards for detecting AI-generated content, but its CSO declined to commit to using them across its platforms |
| 10:40 PM • | Andrew R. Chow / Time: How some political candidates and activists across ideologies and professions are pushing back on the spread of data centers and AI in the US |
| 10:10 PM • | Dan Gallagher / Wall Street Journal: Uber's market cap fell to ~$150B, down ~25% in six months, as investors weigh robotaxi disruption, perceiving it as a two-horse race between Waymo and Tesla |
| 9:20 PM • | Robert Burnson / Bloomberg: A US grand jury indicted three people, including two former Google engineers, for allegedly stealing trade secrets relating to Pixel's Tensor processor |
| 9:00 PM • | Evan Halper / Washington Post: Tech companies are increasingly building private power plants to fuel off-grid data centers, a move experts warn face reliability challenges and climate risks |
| 8:25 PM • | Maxwell Zeff / Wired: Perplexity's retreat from ads signals a strategic shift as it recognizes its product is not for a mass audience and expects growth to come from enterprise sales |
| 7:25 PM • | Financial Times: Sources: Nvidia nears an equity investment of up to $30B in OpenAI, replacing last year's long-term $100B commitment; the deal could be concluded this weekend |
| 7:05 PM • | Jonathan Lloyd / NBC Los Angeles: Los Angeles County sues Roblox, alleging it engaged in deceptive business practices that exposed children to sexual content, exploitation, and online predators |
| 6:11 PM • | Hannah Murphy / Financial Times: Sources: Meta cuts its annual distribution of stock options by ~5% for most of its staff, equating to tens of thousands of employees, after a ~10% cut in 2025 |
| 5:45 PM • | Alan Neuhauser / Axios: Sources: Emerald AI, which develops software to curb data center energy demand, is raising a $25M seed extension at a ~$250M post-money valuation |
| 4:56 PM • | Jason Schreier / Bloomberg: Sony shuts down Bluepoint Games, the PlayStation subsidiary behind remakes of older games like Demon's Souls and Uncharted; ~70 employees will lose their jobs |
| 4:26 PM • | Jay Peters / The Verge: Meta says it is “explicitly separating” Quest VR from its Worlds platform, making Worlds “almost exclusively mobile”, letting it better compete with Roblox |
| 4:15 PM • | Makena Kelly / Wired: Docs: DHS has signed a five-year, $1B blanket purchase agreement with Palantir, allowing agencies like ICE to skip the competitive bidding process |
| 4:05 PM • | Wall Street Journal: CZ returned to the US for the first time since his 2024 prison release to attend a World Liberty Financial event at Mar-a-Lago with Brian Armstrong and others |
| 3:15 PM • | Reece Rogers / Wired: Workers describe a deteriorating culture at Jack Dorsey's Block as morale plunges amid rolling layoffs and a push to use AI tools to improve productivity |
| 2:40 PM • | Max A. Cherney / Reuters: Toronto-based chip startup Taalas, which hardwires AI models into custom silicon to achieve faster inference, raised $169M, bringing its total funding to $219M |
| 2:20 PM • | The Information: Sources: AMD agrees to backstop a $300M loan from Goldman Sachs for Crusoe to buy AMD AI chips, the first known case of AMD chips used as debt collateral |
| 1:50 PM • | Aisha Malik / TechCrunch: Reddit is testing an AI search feature that takes community recommendations and shows matching products from its advertisers in the results |
| 1:00 PM • | Chris Metinko / Axios: Cleveland-based Eagle Wireless, which makes cellular modules used in IoT devices, raised a $30M Series B as the US seeks to reduce its reliance on China |
| 12:10 PM • | Natalie Lung / Bloomberg: New York pulls a proposal that would have allowed for robotaxi services outside NYC, a setback for Waymo, which wants to hit 1M paid weekly US rides by 2026 end |
| 11:55 AM • | Zoë Bernard / Wired: Inside the “gay tech mafia” that mixes social and professional lives, as investors, entrepreneurs, and executives detail gay influence in Silicon Valley |
| 11:21 AM • | Abner Li / 9to5Google: Google rolls out Gemini 3.1 Pro, which it says is “a step forward in core reasoning”, for all users in the Gemini app; the .1 increment is a first for Google |
| 10:55 AM • | Mary Ann Azevedo / Crunchbase News: Austin-based Ownwell, which helps homeowners appeal property taxes, raised a $50M Series B, including $30M in equity, bringing its total equity funding to $54M |
| 10:45 AM • | Katie Roof / The Information: ZaiNar, a developer of a GPS alternative that uses Wi-Fi and 5G to provide location data, raised $10M at a $1B valuation, bringing its total funding to $100M |
| 10:35 AM • | Kalley Huang / New York Times: West Virginia's AG sues Apple for allegedly violating consumer protection law by not implementing tools like PhotoDNA to detect CSAM stored and shared on iCloud |
| 10:20 AM • | Tim Fernholz / TechCrunch: FreeForm, which is building an AI native 3D printing system that uses 18 lasers to fuse metal powders into precision components, raised a $67M Series B |
| 8:55 AM • | Ryan Lawler / Axios: Amsterdam-based Stacks, which builds AI software to automate accounting workflows, raised a $23M Series A led by Lightspeed, after a €10M seed in 2025 |
| 8:25 AM • | Alexandra S. Levine / Bloomberg: ByteDance is currently hiring for nearly 100 US-based roles within its Seed AI team across San Jose, LA, and Seattle to develop LLMs, drug discovery, and more |
| 8:15 AM • | Georg Szalai / The Hollywood Reporter: Mobile gaming company Scopely buys a majority stake in Istanbul-based studio Loom, maker of puzzle game Pixel Flow!; a source says the deal values Loom at $1B+ |
| 8:05 AM • | Laith Al-Khalaf / Financial Times: Klarna reports Q4 revenue up 38% YoY to $1.08B, a $26M net loss, down from a $40M net profit in Q4 2024, provision for credit losses up 59%; KLAR drops 26.9% |
| 7:30 AM • | Spencer Soper / Bloomberg: Amazon dethrones Walmart as the world's largest company by revenue, reporting $717B in 2025 sales, compared to Walmart's $713.2B for the 12 months to January 31 |
| 7:20 AM • | Aisha Down / The Guardian: Sources and docs: the US “effectively gutted” the Internet Freedom program that dispensed $500M+ since 2016 to help build tech to evade state internet controls |
| 7:10 AM • | Jordyn Holman / New York Times: Ring founder Jamie Siminoff is on an apology tour to quell an outcry over privacy concerns after Ring's Super Bowl Search Party ad, calling it a “perfect storm” |
| 6:50 AM • | Bloomberg: Atlassian's founders lost ~$7.2B in wealth in 2026, behind AppLovin's three founders, amid a SaaS rout; TEAM is down 45%+ YTD, the Nasdaq 100's worst performer |
| 6:35 AM • | Emily Steel / New York Times: Sources: Uber is moving to bar drivers with convictions for violent felonies, sexual offenses, and child or elder abuse, after an NYT report in December 2025 |
| 6:20 AM • | Michael Lynton / Wall Street Journal: Book extract: ex-Sony Entertainment CEO Michael Lynton recounts his role in sparking North Korea's 2014 hack, one of the worst cyberattacks in corporate history |
| 5:50 AM • | Saritha Rai / Bloomberg: India's AI Summit: Modi orchestrated a photo op with tech and business leaders holding hands in a line, but Sam Altman and Dario Amodei refused to clasp hands |
| 5:40 AM • | Cherylann Mollan / BBC: The Gates Foundation says Bill Gates will not deliver his keynote at India's AI Summit after “careful consideration”, amid controversy over his Epstein ties |
| 5:05 AM • | Bloomberg: Russian forces in Ukraine are facing communications issues as SpaceX restricts Starlink access and Telegram faces a crackdown, per pro-Russian military channels |
| 4:55 AM • | New York Times: Inside India's AI Impact Summit: 300+ exhibitors, 500 sessions, 250K visitors, billions in investment, and entrepreneurs touting solutions to real-world issues |
| 4:40 AM • | Bloomberg: Indian conglomerate Reliance plans to invest up to ~$110B to build AI-related infrastructure over the next seven years, and JioHotstar plans a ChatGPT-based bot |
| 2:35 AM • | Jeremy White / Wired: How Lego's Creative Play Lab built the Smart Brick, its custom chip, sensors, and proprietary communication system to seamlessly integrate with existing sets |
| 2:25 AM • | Ashley Carman / Bloomberg: Apple Podcasts' fresh leap into video podcasts accelerates the podcast industry's shift from an audio-centric medium to a decidedly video-focused one |
| 2:20 AM • | CEPR: A study of 12K+ EU companies finds AI adoption increases labor productivity by 4% on average in the EU, with no evidence of reduced employment in the short run |
| 2:00 AM • | Hazel Gandhi / Rest of World: Nonprofit What To Fix says Facebook's content monetization program grew from under 3M to over 12M participants in just over a year; 8M+ accounts are in English |
| 1:50 AM • | Ryan Vlastelica / Bloomberg: Apple's 40-day correlation to the Nasdaq 100 Index fell to 0.21 last week, the lowest since 2006, making it an appealing alternative to the AI-fueled volatility |
| 1:45 AM • | Joe Miller / Financial Times: US OPM Director Scott Kupor says tech billionaires like Elon Musk and Sam Altman will give talks to the US Tech Force, which is hiring ~1,000 software engineers |
| 1:35 AM • | Jagmeet Singh / TechCrunch: Indian digital payments company Pine Labs plans to embed OpenAI APIs into its infrastructure to enable AI-assisted settlement, reconciliation, and invoicing |
| 1:10 AM • | Financial Times: Sources: Accenture told executives that promotions would require “regular adoption” of AI and it is starting to track some senior staff's weekly AI tool logins |
| 1:00 AM • | Jagmeet Singh / TechCrunch: India-based Tata Group signs OpenAI as its first data center client, starting with 100MW of capacity, and plans to deploy ChatGPT Enterprise, starting with TCS |
| 12:35 AM • | Gayoung Lee / Gizmodo: Microsoft's Project Silica team details its laser-modified glass storage tech, saying tests suggest that it can preserve large amounts of data for 10,000+ years |
| 11:10 PM • | Kurt Schussler / Bloomberg: Samsung shares surged 5.4% to a record high after a report said the company plans to price HBM4 chips at ~$700 per unit, 30% higher than the previous generation |
| 11:00 PM • | Karoline Leonard / Austin American-Statesman: Austin-based Circuit, which is building an AI platform for manufacturing and service enterprises, raised $30M from a group of angel investors |
| 10:35 PM • | Ece Yildirim / Gizmodo: Study: X's feed algorithm favors conservative content, and switching to For You for seven weeks shifted users' views toward more conservative political opinions |
| 9:50 PM • | Bloomberg: Sources: OpenAI is close to finalizing the first phase of its record $100B+ round; its overall valuation, including the eventual funding, could exceed $850B |
| 9:35 PM • | The Information: Sources: Dylan Patel's SemiAnalysis is in early talks to raise hundreds of millions for a VC fund; Patel raised a $50M SPV toward Fluidstack's $700M fundraising |
| 9:00 PM • | Sarah Perez / TechCrunch: Bluesky integrates Germ DM, an E2E encrypted messaging app built on the AT Protocol, making it the first private messenger natively available in the Bluesky app |
| 8:30 PM • | Bob Van Voris / Bloomberg: A US judge rules former Palantir employees likely violated confidentiality and non-solicitation agreements in founding Percepta, but declines to halt their work |
| 7:30 PM • | The Guardian: The UK proposes requiring tech companies to remove nonconsensual abusive content within 48 hours, or risk being blocked and fined up to 10% of global revenue |
| 7:05 PM • | Bloomberg: Crypto lending firm Ledn sold $188M in securitized bonds backed by 5,400+ bitcoin loans, making it the first deal of its kind in the asset-backed debt market |
| 6:40 PM • | Lora Kolodny / CNBC: Cadence shares closed up 7.6% on February 18, after the chip design company reported Q4 revenue up ~6% YoY to $1.44B and adjusted EPS of $1.99, both above est. |
| 6:10 PM • | Reuters: Sources: the US State Department is building an online portal at freedom.gov that will let users in Europe and elsewhere see content banned by their governments |
| 5:55 PM • | Maria Deutscher / SiliconANGLE: Selector, which offers an AI platform that promises to simplify network monitoring, raised a $32M Series B led by AVP at a $375M valuation |
| 5:25 PM • | Meir Orbach / CTech: Venice, which develops identity security software, emerges from stealth after raising a $25M Series A led by IVP, following an $8M seed round |
| 5:05 PM • | Bloomberg: Remitly co-founder Matt Oppenheimer steps down as CEO of the payments network and will be succeeded by Banco Santander executive Sebastian Gunningham |
| 4:55 PM • | Samantha Subin / CNBC: DoorDash reports Q4 revenue up 38% YoY to $3.96B, vs. $3.99B est., total orders up 32% to 903M, and forecasts Q1 adjusted EBITDA below estimates |
| 4:50 PM • | Spencer Soper / Bloomberg: eBay reports Q4 revenue up 15% YoY to $3B, above $2.87B est., GMV up 10% YoY to $21.2B, net income down 23% YoY to $525M, and forecasts Q1 profit above est. |
| 4:30 PM • | Jordan Novet / CNBC: Figma reports Q4 revenue up 40% YoY to $303.8M, above $293.15M est., a $226.6M net loss, vs. a $33.1M net income in Q4 2024, and forecasts Q1 revenue above est. |
| 4:25 PM • | Niko Gallogly / New York Times: eBay agrees to acquire secondhand clothing app Depop from Etsy for ~$1.2B in cash; Etsy bought Depop, popular with Gen Z, in 2021 for $1.6B; ETSY jumps 5%+ |
| 4:10 PM • | Jyoti Mann / The Information: Sources: Meta has revived a previously shelved smartwatch project, now code-named Malibu 2, and plans to release it in 2026 with health features and Meta AI |
| 4:00 PM • | CNBC: Social media addiction trial: Mark Zuckerberg says increasing engagement on Instagram is not a company goal and that Meta removes underage users it identifies |
| 3:01 PM • | OpenAI: OpenAI and Paradigm announce EVMbench, a benchmark that measures how well AI agents can detect, exploit, and patch high-severity smart contract vulnerabilities |
| 2:45 PM • | Juli Clover / MacRumors: Apple adds support for third-party voice-based conversational apps in CarPlay starting with iOS 26.4, letting CarPlay users access apps like AI chatbots |
| 2:30 PM • | Mike Wheatley / SiliconANGLE: Efficient Computer, which is developing AI chips with a “spatial dataflow” architecture to minimize energy consumption, raised a $60M Series A |
| 2:05 PM • | The Record: Texas AG Ken Paxton sues TP-Link, alleging it deceptively markets its products as secure while allowing the CCP to hack into consumers' devices |
| 1:55 PM • | Julia Black / Vanity Fair: OpenAI hires Instagram's VP of global partnerships, Charles Porch, as its first VP of global creative partnerships, seeking to win over a skeptical Hollywood |
| 12:35 PM • | Leo Schwartz / Fortune: Sports-focused prediction market Novig raised a $75M Series B led by Pantera Capital at a $500M valuation; Novig is commission-free for retail traders |
| 12:30 PM • | New York Times: Meta plans to spend $65M in 2026 to boost AI-friendly state politicians; filings show Meta started two super PACs, one backing the GOP and another for Democrats |
| 12:05 PM • | Sarah Perez / TechCrunch: Audible launches an “immersion reading” feature that lets readers switch between ebook and audiobook versions of a title in their Audible and Kindle libraries |
| 11:50 AM • | Alicia Tang / Bloomberg: Fei-Fei Li's World Labs raised $1B from Autodesk, a16z, Nvidia, AMD, Sea, and others to build its world models for robotics, scientific discovery, and more |
| 11:30 AM • | Aisha Malik / TechCrunch: Snap says its direct revenue business has hit a $1B annualized revenue run rate, driven primarily by Snapchat+ surpassing 25M subscribers since its 2022 launch |
| 11:12 AM • | The Keyword: Google rolls out Lyria 3, a generative music model to make 30-second tracks with Nano Banana-generated cover art, in beta in the Gemini app in eight languages |
| 11:00 AM • | Lily Mae Lazarus / Fortune: Cogent Security, which aims to use AI agents to decide which software bugs to remediate, raised a $42M Series A led by Bain, taking its total funding to $53M |
| 10:50 AM • | Sophie McEvoy / GamesIndustry.biz: Matthew Ball's State of Video Gaming 2026 report: global video game content sales grew 5.3% YoY to $195.6B in 2025 while job losses fell 40% YoY to 9,200 people |
| 10:40 AM • | Abner Li / 9to5Google: Google expands Quick Share support with AirDrop to the Pixel 9, 9 Pro, 9 Pro XL, and 9 Pro Fold, after introducing it on the Pixel 10 in November 2025 |
| 10:30 AM • | Ram Iyer / TechCrunch: Kana, which builds AI marketing agents to perform data analysis, audience targeting, campaign management, and more, emerges from stealth and raised a $15M seed |
| 10:20 AM • | Jagmeet Singh / TechCrunch: OpenAI partners with six Indian education institutions, including IIT Delhi, IIM Ahmedabad, and AIIMS New Delhi, to provide ChatGPT Edu access to 100K+ students |
| 10:10 AM • | Todd Haselton / The Verge: Google unveils the $499 Pixel 10a, with a Tensor G4 and 8GB of RAM like the Pixel 9a, Satellite SOS, an 11% brighter screen, but no Pixelsnap, shipping March 4 |
| 10:05 AM • | Sergiu Gatlan / BleepingComputer: Microsoft confirms a bug that let Microsoft 365 Copilot summarize confidential emails from Sent Items and Drafts folders, and deployed a fix in early February |
| 9:55 AM • | Mary Ann Azevedo / Crunchbase News: Digital savings startup Vestwell raised a $385M Series E co-led by Blue Owl and Sixth Street, after a $125M Series D in 2023, taking its total funding to $660M |
| 9:30 AM • | Ivan Mehta / TechCrunch: Canva COO Cliff Obrecht says the company hit $4B in ARR at the end of 2025, had 265M+ MAUs and 31M+ paid users, and expects to IPO in the next “couple of years” |
| 9:20 AM • | Rebecca Bellan / TechCrunch: Autodesk invested $200M in Fei-Fei Li's World Labs as part of a $1B round; Autodesk will serve as an adviser and collaborate at the “research and model level” |
| 8:40 AM • | Bloomberg: Robinhood launches an IPO for Robinhood Ventures Fund I, a $1B closed-end fund to provide retail investors access to private markets, offering 40M shares at $25 |
| 8:20 AM • | Tim De Chant / TechCrunch: DG Matrix, which builds solid-state transformers to handle up to 2.4 MW and boost data center power efficiency, raised a $60M Series A led by Engine Ventures |
| 8:05 AM • | Eugene Kim / Business Insider: Sources: Amazon shut down Blue Jay, a multi-armed robotic system launched in October 2025 for same-day delivery warehouses, to focus on small modular warehouses |
| 7:51 AM • | Bloomberg: Saudi-backed AI startup Humain invested $3B in xAI, becoming a “significant minority shareholder” in a deal that completed just before SpaceX's xAI acquisition |
| 7:35 AM • | Alex Heath / Sources: Sources: while Meta offered OpenClaw creator Peter Steinberger more money than OpenAI, he ultimately aligned more closely with OpenAI's overall vibe and vision |
| 7:25 AM • | Natalie Lung / Bloomberg: Uber plans to spend $100M+ to build fast-charging, autonomous vehicle charging stations in the US, starting in the San Francisco Bay Area, LA, and Dallas |
| 7:15 AM • | Joe Miller / Financial Times: How US citizens, clergy, and elected officials in conservative communities like Missouri are leading a grassroots rebellion against the Trump-backed AI boom |
| 7:00 AM • | Saritha Rai / Bloomberg: At India's AI Summit, Google announces the America-India Connect Initiative, which will build new fiber optic lines between India, the US, and other countries |
| 6:45 AM • | Krystal Hur / Wall Street Journal: A Las Vegas federal appeals court rejects Kalshi's emergency bid for an administrative stay on Nevada's push to block the platform, a major setback for Kalshi |
| 6:30 AM • | Alexandre Rajbhandari / Bloomberg: Filings: Warren Buffett's Berkshire Hathaway cut its Amazon stake by 75%+ to ~2.3M shares in Q4 2025; Berkshire bought 5.1M NYT shares, worth ~$352M in December |
| 6:10 AM • | Melissa Heikkilä / Financial Times: Q&A with Synthesia co-founder and CEO Victor Riparbelli on growing the London-based enterprise AI video platform, hitting a $4B valuation, regulation, and more |
| 5:55 AM • | Sidhartha Shukla / Bloomberg: SEC filing: Peter Thiel and Founders Fund have fully exited ETHZilla, after disclosing a 7.5% stake in August 2025; ether is down 60% from its August 2025 peak |
| 4:55 AM • | Gene Maddaus / Variety: WBD joins Disney and Paramount in claiming infringement on ByteDance's AI video tool Seedance and demands ByteDance cease training AI on Warner Bros. characters |
| 4:15 AM • | Ivan Mehta / TechCrunch: A US federal judge orders OpenAI to stop using “Cameo” in its Sora products and features, in a trademark lawsuit filed by celebrity video message app Cameo |
| 3:50 AM • | Eleanor Olcott / Financial Times: A look at China's push to become a world leader in brain-computer interfaces, as Shanghai-based startup NeuroXess moves to human trials with Beijing's backing |
| 3:25 AM • | Saritha Rai / Bloomberg: Bengaluru-based startup Sarvam AI unveils two models at the AI Impact Summit that it says are more tailored to Indian languages and cultures than other models |
| 3:20 AM • | Abu Sultan / Reuters: Microsoft says it is on pace to invest $50B by 2030 to help expand AI across the Global South, after unveiling $17.5B worth of AI investments in India in 2025 |
| 3:15 AM • | Bloomberg: Battery Ventures raised $3.25B for its XV fund, roughly matching its 2022 raise, to back software and industrial tech startups amid AI-led disruption concerns |
| 2:35 AM • | Shruti Rajagopalan / Get Down and Shruti: A look at India's sensible AI regulation, promising foundation models, chip ambitions, energy constraints, startup ecosystem, and blossoming venture funding |
| 2:20 AM • | Cheeky Pint: Q&A with Ramp CEO Eric Glyman on scaling the expense management company to $1B+ in revenue, the “SaaS apocalypse”, using AI agents to review expenses, and more |
| 2:00 AM • | David Singleton / flurries of latent creativity: Dreamer, founded by former Stripe CTO David Singleton, Hugo Barra, and others, launches in beta to let technical and non-technical users build agentic AI apps |
| 1:20 AM • | Bloomberg: A look at MGX, Abu Dhabi's AI investment vehicle that has Anthropic, xAI, and OpenAI stakes; the firm plans to spend up to $10B annually over the next few years |
| 1:05 AM • | The Economic Times: Bengaluru-based Stable Money, whose app lets users invest in fixed deposits and corporate bonds, raised $25M at a ~$175M valuation, taking total funding to $65M |
| 12:35 AM • | George Hammond / Financial Times: Sources: Ineffable Intelligence, founded by former Google DeepMind Principal Scientist David Silver, is raising a $1B seed led by Sequoia at a ~$4B valuation |
| 12:10 AM • | Dylan Butts / CNBC: Nvidia says it is working with Peak XV, Z47, and other VC firms in India to fund AI startups; 4,000+ Indian AI startups have joined its global startup program |
| 12:00 AM • | Himanshi Lohchab / The Economic Times: Yotta says it is investing $2B to deploy Nvidia's Blackwell B300 GPUs at its data center campus in Noida, India to create one of Asia's largest AI superclusters |
| 10:35 PM • | Cristina Criddle / Financial Times: Perplexity says it has no plans to further pursue ads, which it introduced in 2024, after phasing them out in late 2025 over fears they would erode user trust |
| 10:10 PM • | Rachel Swan / San Francisco Chronicle: Tesla agrees to stop using the term “autopilot” to market its EVs in California to avoid a 30-day suspension by the state's DMV, resolving a long-running battle |
| 9:15 PM • | Ben Schoon / 9to5Google: YouTube fully restores its services after a 2.5-hour outage on February 17, which started at around 7:45pm ET and was caused by a recommendations system issue |
| 8:55 PM • | The Information: Anthropic expects to pay Amazon, Google, and Microsoft $80B+ total to run its models on their servers through 2029, plus as much as $100B to train its models |
| 7:45 PM • | TechCrunch: Emergent, which offers an AI-powered software development service, says it is generating annual run-rate revenue of $100M+, just eight months after its launch |
| 7:30 PM • | Annie Palmer / CNBC: Amazon's stock closed up 1.2% on February 17, ending a nine-day slide that wiped out $450B+ in market cap after Amazon said it would spend $200B in 2026 capex |
| 7:05 PM • | Ian King / Bloomberg: Filing: Nvidia sold 1.1M Arm shares, worth ~$140M based on Arm's closing price on February 17, sometime in Q4 2025, bringing Nvidia's stake to zero |
| 6:35 PM • | Lauren Rosenthal / Bloomberg: Google signs a power purchase agreement with Ormat to supply up to 150 MW of geothermal energy to its Nevada data centers through NV Energy starting in 2028 |
| 5:50 PM • | Anthony Hughes / Bloomberg: Sources: Western Digital plans to raise $3.09B by selling a Sandisk stake at $535-$555/share, a 9.4% discount to Tuesday's close; the offering is oversubscribed |
| 5:45 PM • | Elias Schisgall / Wall Street Journal: Palo Alto Networks reports Q2 revenue up 15% YoY to $2.6B, above $2.58B est., and projects Q3 adjusted EPS below estimates; PANW drops 7%+ |
| 5:30 PM • | Mackenzie Tatananni / Barron's Online: Quantum computing company Infleqtion closed at $15.59 in its trading debut, up ~9% from its opening price of $14.25, after merging with a Michael Klein-led SPAC |
| 4:45 PM • | Forbes: Sources: AI legal software startup Legora is in talks to raise $400M at a $5B+ valuation, after raising $150M in October 2025 at a $1.8B valuation |
| 4:30 PM • | Krisztian Sandor / CoinDesk: Stripe's stablecoin company Bridge says it received conditional US OCC approval to form a national trust bank, which would let it issue and manage stablecoins |
| 4:25 PM • | Financial Times: Meta commits to buying millions of Nvidia Blackwell and Rubin GPUs in a multiyear deal; a source says Meta's in-house AI chip strategy had technical challenges |
| 4:15 PM • | Natasha Mascarenhas / Bloomberg: Source: Benchmark's 2020 fund is now worth 10x+ and 2024 fund is 3x what investors put in, based on cash distributions and the paper value of its investments |
| 3:55 PM • | The Information: Benchmark hires Jack Altman, the founder of Alt Capital and Lattice, as its fifth general partner; three Alt Capital team members will join him at Benchmark |
| 3:11 PM • | Abner Li / 9to5Google: Google schedules I/O 2026 for May 19 to 20 in Mountain View, teasing the “latest AI breakthroughs and updates” in Gemini, Android, and more |
| 2:25 PM • | Reshmi Basu / Bloomberg: Some private software companies including McAfee released earnings early to reassure investors worried about an AI-linked selloff, dubbed the “SaaSpocalypse” |
| 1:35 PM • | Lucas Shaw / Bloomberg: Night Media, a talent agency that represents influencers like Twitch streamer Kai Cenat, raised $70M led by StepStone to expand into gaming, sports, and music |
| 1:20 PM • | Megan Morrone / Axios: Over 100 researchers from Johns Hopkins, Oxford, and more call for guardrails on some infectious disease datasets that could enable AI to design deadly viruses |
| 1:06 PM • | Mark Gurman / Bloomberg: Sources: Apple is ramping up work on AI wearables with cameras and Siri, such as smart glasses, AirPods, and a pendant that can be worn as a necklace or pinned |
| 1:00 PM • | Anthropic: Anthropic launches Claude Sonnet 4.6 with improvements in coding, computer use, instruction following, and more; it features a 1M token context window in beta |
| 12:45 PM • | Anna Heim / TechCrunch: Mistral buys Paris-based Koyeb, which simplifies AI app deployment at scale and manages AI infrastructure, in its first acquisition; Koyeb raised $8.6M to date |
| 12:35 PM • | Edward Ludlow / Bloomberg: Mesh, founded by ex-SpaceX staff to mass produce optical transceivers that convert optical signals to electrical signals, raised a $50M Series A led by Thrive |
| 12:20 PM • | Nathan Bomey / Axios: CFTC Chair Mike Selig says the commission will file friend-of-the-court briefs to defend its exclusive jurisdiction over prediction markets amid state lawsuits |
| 12:15 PM • | Sarah Perez / TechCrunch: Automattic adds an AI assistant to WordPress.com, enabling users to perform site-wide layout and style modifications via natural language commands |
| 12:10 PM • | Anthony Hughes / Bloomberg: SEC filing: Liftoff withdraws its IPO filing without specifying a reason, less than two weeks after the mobile ad platform postponed plans to price its IPO |
| 11:55 AM • | Deirdre Bosa / CNBC: Figma and Anthropic partner to launch Code to Canvas, letting users import code generated in Claude Code directly into Figma as editable designs |
| 11:45 AM • | Bloomberg: Palantir moves its HQ from Denver to Miami, as officials aim to turn South Florida into the next Silicon Valley, with backing from billionaires like Ken Griffin |
| 11:25 AM • | Ivan Mehta / TechCrunch: Snapchat launches creator subscriptions in alpha, available to some creators in the US starting February 23; creators set custom monthly pricing |
| 11:20 AM • | Sophie Shulman / CTech: Israeli drone OS developer Xtend merges with New York-listed JFB to list on Nasdaq at a $1.5B valuation, including a $152M investment from Eric Trump and others |
| 11:00 AM • | Chris Metinko / Axios: Braintrust, which helps companies evaluate and monitor their AI tools' performance, raised an $80M Series B led by Iconiq at an $800M post-money valuation |
| 10:50 AM • | Danilo Masoni / Reuters: Raspberry Pi stock closes up 36% after rising as much as 42% on Tuesday, amid chatter that its products could benefit from low-cost AI projects like OpenClaw |
| 10:40 AM • | Jordan Novet / CNBC: Cloud infrastructure startup Render raised a $100M Series C extension led by Georgian Partners at a $1.5B valuation, and says 4.5M+ developers use its tools |
| 10:30 AM • | Kyt Dotson / SiliconANGLE: London-based Fyld, which makes AI tools to assist infrastructure and utility fieldwork operators, raised a $41M Series B led by Energy Impact Partners |
| 10:25 AM • | Olivier Acuna / CoinDesk: Filing: Gemini says its COO, CFO, and chief legal officer are leaving; Cameron Winklevoss will take on many of the COO's duties; GEMI closes down 12.9% |
| 10:00 AM • | Sam Tobin / Reuters: Qualcomm says UK consumer association Which? is withdrawing its chip royalties lawsuit that sought £480M for 29M iPhone and Samsung users, after a CAT trial |
| 9:45 AM • | Assaf Gilead / Globes: Palo Alto Networks agrees to acquire Israeli endpoint security company Koi Security, sources say for ~$400M; Koi raised $48M across two rounds, per PitchBook |
| 9:35 AM • | Macarena Munoz Montijano / Bloomberg: Spanish PM Pedro Sanchez says he asked the country's prosecutor office to investigate X, TikTok, and Meta over the alleged “creation and dissemination” of CSAM |
| 9:25 AM • | Leo Schwartz / Fortune: Crypto VC firm Dragonfly closes a $650M fund, its fourth, as the crypto VCs go through a “mass extinction event”; Dragonfly backed Polymarket's Series B |
| 8:25 AM • | Stuart Biggs / Bloomberg: Danaher agrees to acquire US medical tech company Masimo for $9.9B, paying $180 per share, a nearly 40% premium on February 13's close, set to close in H2 2026 |
| 8:15 AM • | Ivan Mehta / TechCrunch: Airbnb expands its Reserve Now, Pay Later feature globally, after a US pilot for domestic travel saw a 70% adoption rate for eligible bookings |
| 7:55 AM • | Krystal Hu / Reuters: Temporal, which builds open-source software to ensure “durable execution” of code, raised a $300M Series D at a $5B valuation, up from $2.5B in October 2025 |
| 7:35 AM • | Michael O'Boyle / Bloomberg: Mexico-based online used car dealer Kavak raised $300M led by a16z, the first Latin American deal for a16z's Growth fund, after raising $700M in September 2021 |
| 7:10 AM • | Caroline Hyde / Bloomberg: Josh Kushner's Thrive raised $10B+ for its tenth and largest fund, lifting its AUM to ~$50B; sources: it distributed 64% of capital raised during the 2021 peak |
| 6:45 AM • | David Keohane / Financial Times: UK activist investor Palliser says Toto, Japan's largest toilet maker, is an “undervalued and overlooked” AI play due to its “advanced ceramics” used in chips |
| 6:30 AM • | Abner Li / 9to5Google: Google's Android XR design docs and developer tools hint at the XR glasses' details, including mandatory physical buttons and “Glimmer” UI design language |
| 6:20 AM • | Samuel Stolton / Bloomberg: The European Commission opens a full DSA investigation into Shein over sales of child-like sex dolls that “could constitute child sexual abuse material” |
| 6:05 AM • | Joel Khalili / Wired: How locals in Potters Bar, a town near London, are challenging Equinix's $5B data center plans, as the UK reclassifies “green belt” land to boost construction |
| 5:50 AM • | Zainab Fattah / Bloomberg: Dubai-based fractional property investment startup Stake raised a $31M Series B led by Emirates NBD PJSC; the platform facilitates investments starting at ~$136 |
| 5:35 AM • | Ivan Mehta / TechCrunch: Cohere releases Tiny Aya, a family of 3.35B-parameter open-weight models supporting 70+ languages for offline use, trained on a single cluster of 64 H100 GPUs |
| 4:10 AM • | Bhavya Dilipkumar / Moneycontrol: Q&A with Replit CEO Amjad Masad, who says India is Replit's second-largest market by active users, on integrating Razorpay's tech, AI's impact on SaaS, and more |
| 3:50 AM • | Urvi Dugar / Reuters: Indian conglomerate Adani Group announces plans to invest $100B to build renewable energy-powered AI-ready data centers across India by 2035 |
| 2:35 AM • | Nicolas Bustamante / @nicbstme: How LLMs are dismantling the moats that made vertical SaaS defensible, and why the market selloff is structurally justified but temporally exaggerated |
| 1:50 AM • | Kosaku Narioka / Wall Street Journal: Indian IT giant Infosys partners with Anthropic to develop AI services for telecom, with plans to expand to finance, manufacturing, and software development |
| 1:40 AM • | Melissa Heikkilä / Financial Times: Top AI researchers argue that AI is now more useful for mathematics thanks to the latest “reasoning” models, as math becomes a key way to test AI progress |
| 1:20 AM • | Robbie Whelan / Wall Street Journal: Micron, which has undertaken a $200B US expansion, says it can currently meet about 50% to 66% of demand for some key customers, as AI drives memory chip demand |
| 1:10 AM • | Financial Times: Sources: US healthcare manufacturer Danaher is nearing a deal to buy medtech company Masimo for ~$10B; Masimo is in an IP dispute with Apple over Apple Watch |
| 1:05 AM • | Bloomberg: Sources: Moonshot, the Chinese startup behind Kimi chatbot, is targeting a $10B valuation in a funding round expansion after securing $500M at a $4.3B valuation |
| 12:50 AM • | Alexandra Heal / Financial Times: UK software firm Pinewood's stock fell ~31% on February 16 after Apax withdrew its £575M takeover offer, citing “prevailing challenging market conditions” |
| 10:50 PM • | The Economic Times: Sources: top VC firms in India like Khosla and Accel are set to commit investments from $300M to $500M each to India's AI ecosystem at the AI Impact Summit |
| 10:40 PM • | Jay Peters / The Verge: Valve says the Steam Deck OLED may be “intermittently” out of stock due to memory and storage shortages; it has been out of stock in the US for a few days |
| 9:55 PM • | Rei Nakafuji / Nikkei Asia: Sony says it has developed tech to identify copyrighted music in AI-generated songs, aiming to help rights holders receive compensation if their music was used |
| 9:15 PM • | Aaron Klotz / Tom's Hardware: Micron launches the first mass-produced PCIe 6.0 SSDs, with read speeds up to 28GB/s, double that of PCIe 5.0 SSDs, optimized for AI and data center deployments |
| 9:00 PM • | Ben Glickman / Wall Street Journal: Letter and sources: Starboard plans to nominate a majority slate to Tripadvisor's board; Starboard holds a 9% stake, and TRIP has dropped ~46% in the past year |
| 8:15 PM • | Bloomberg: Nifty IT Index, which tracks Indian IT stocks, slumped ~15% so far in February due to worries about AI, and is on track for its worst month since March 2020 |
| 7:10 PM • | Hannah Murphy / Financial Times: Ireland's DPC launches a “large-scale inquiry” into X over Grok's creation and publication of “potentially harmful” sexualized images, the latest European probe |
| 6:10 PM • | Manus: Manus launches Manus Agents, allowing users to access Manus directly inside messaging apps, starting with Telegram and coming soon to other platforms |
| 5:30 PM • | Chance Miller / 9to5Mac: Apple debuts iOS 26.4 beta 1 for developers, adding limited support for encrypted RCS messages, enhancements to Apple Music, and a Smart List for Reminders |
| 2:15 PM • | Latent.Space: Q&A with Google Chief AI Scientist Jeff Dean about the evolution of Google Search, TPUs, coding agents, balancing model efficiency and performance, and more |
| 1:45 PM • | Katrina Manson / Bloomberg: Sources: SpaceX and xAI are competing in a $100M DoD contest to make voice-controlled, autonomous drone swarms; OpenAI is helping Applied Intuition's submission |
| 1:35 PM • | Todd Spangler / Variety: Apple says it will bring “advanced video capabilities” to Apple Podcasts this spring, including allowing users to switch between watching and listening to shows |
| 11:50 AM • | Politico: Internal email: the European Parliament has blocked AI features on the work devices of lawmakers and their staff over cybersecurity and data protection concerns |
| 11:30 AM • | Elizabeth Howcroft / Reuters: Crypto lender Nexo says it is relaunching in the US in partnership with Bakkt, three years after leaving the US and paying a $45M fine to settle SEC charges |
| 10:20 AM • | Tripti Lahiri / Wall Street Journal: As India hosts its AI Impact Summit in New Delhi this week, the country is promoting its approach of developing cheaper AI tools aimed at solving local problems |
| 10:00 AM • | Financial Times: A look at the fall of Indian edtech startup Byju's, leading to US court sanctions, as lenders accuse founder Byju Raveendran of siphoning $533M of a $1.2B loan |
| 9:45 AM • | Axios: A senior official says Pentagon is “close” to designating Anthropic a “supply chain risk”, requiring all US military contractors to sever ties with the company |
| 9:30 AM • | Hartley Charlton / MacRumors: Apple sends invites for a “special Apple Experience” event on March 4 in New York City; rumors suggest an M5 MacBook Pro, entry-level iPad Air, and iPhone 17e |
| 8:05 AM • | Rajesh Mascarenhas / Bloomberg: Data analytics company Fractal, which became India's first AI unicorn in 2022, raised $313M in its Mumbai IPO; its shares fell 5% amid a weak Indian IPO market |
| 7:50 AM • | Dominic Preston / The Verge: Samsung releases an ad for the Galaxy S26 series that briefly shows a “Zero-peeking privacy” toggle to black out on-screen content for onlookers at an angle |
| 7:40 AM • | Anthropic: Anthropic opens a Bengaluru office, its second in Asia, says its India run-rate revenue doubled since October, and curates training data for 10 Indic languages |
| 7:25 AM • | Bloomberg: Sources: Sony is considering delaying its next PlayStation console to 2028 or 2029, and Nintendo is mulling raising Switch 2 prices, amid a memory chip shortage |
| 6:55 AM • | Suzi Ring / Financial Times: London lawsuit: Getir co-founders Nazim Salur and Serkan Borançılı sue Abu Dhabi's Mubadala for $700M, alleging a “significant loss” in breaking up Getir assets |
| 6:35 AM • | Eduardo Baptista / Reuters: Alibaba debuts Qwen3.5, a 397B-parameter open-weight multimodal AI model that it says is 60% cheaper to use and 8x better at large workloads than Qwen3 |
| 6:25 AM • | Erik Brynjolfsson / Financial Times: Analysis: US productivity rose by ~2.7% in 2025, nearly doubling the 1.4% annual average over a decade, as AI-exposed sectors cooled their entry-level hiring |
| 5:40 AM • | Osmond Chia / BBC: ByteDance says it “respects IP rights and we have heard the concerns regarding Seedance” and it plans to “strengthen” safeguards, after Disney's legal threats |
| 4:50 AM • | Dara Kerr / The Guardian: A look at the US tech industry's effort to influence Californian politics: fighting the 5% billionaire tax, super PACs, and seeking a new tech-friendly governor |
| 4:35 AM • | Jake Angelo / Fortune: A look at Anti Fund, a small VC firm cofounded by YouTuber Jake Paul that has gained access to hot rounds in startups like OpenAI, Anduril, Polymarket, and Ramp |
| 4:15 AM • | Marcus Schuler / Implicator.ai: In a podcast, OpenClaw creator Peter Steinberger describes his phone calls with Mark Zuckerberg and Sam Altman, and says he had been contacted by “every big VC” |
| 4:05 AM • | Financial Times: Analysis: sports bets on Kalshi generate an estimated ~$1.3B in annualized revenue, underscoring the threat prediction markets pose to traditional operators |
| 1:55 AM • | Bloomberg: Credit derivatives trading on specific tech companies continues to rise, amid concerns that they may be borrowing too much to fuel AI development |
| 1:10 AM • | Zack Abrams / The Block: Vitalik Buterin, who backed Polymarket, says he's “starting to worry” that prediction markets “seem to be over-converging to an unhealthy product market fit” |
| 12:55 AM • | Matthew Chin / CNBC: Sensor Tower: TikTok's US DAUs were ~95% of its usership the week of January 19, with metrics showing little sign of a mass exodus since its January 23 takeover |
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