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August 18, 2025, 8:55 PM
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| Kif Leswing / CNBC: |
SoftBank agrees to invest $2B in Intel, paying $23/share for Intel's common stock and buying ~2% of its outstanding shares; INTC jumps ~6% to ~$25 after hours — Intel and SoftBank announced on Monday that the Japanese conglomerate will make a $2 billion investment in the embattled chipmaker.
More: Intel, Tom's Hardware, TechCrunch, Bloomberg, Reuters, Financial Times, Business Insider, CNN, Wccftech, and MarketWatch
Forums: r/hardware, r/intel, r/wallstreetbets, and r/intelstock
| Bloomberg: |
Sources: the Trump administration is in discussions to take a stake of ~10% in Intel, converting some or all of Intel's $10.9B CHIPS Act grants into equity — The Trump administration is in discussions to take a stake of about 10% in Intel Corp., according to a White House official …
More: New York Times, 9to5Mac, Portland Business Journal, The Verge, SiliconANGLE, DigiTimes, Chicago Sun Times, Reuters, Reuters, Wall Street Journal, Washington Examiner, Sharecafe, Capital Brief, Mashable, Tom's Hardware, Fox Business, Network World, Anadolu Ajansı …, Yahoo Finance, TechPowerUp, Proactive, The Information, Oregonian, Motley Fool, and Watcher Guru
Bluesky: @paulsemenza. Threads: @tomgara. X: @omercheeema, @briansozzi, @dominicjpino, @scottlincicome, @patrickmoorhead, @stevesi, @scottlincicome, and @hedgedirty. LinkedIn: Patrick Moorhead
Forums: Hacker News, r/wallstreetbets, r/intelstock, r/DeepStateCentrism, and r/hardware
| Devindra Hardawar / Engadget: |
Nvidia's GeForce Now game streaming service will get RTX 5080 GPUs in September, letting users of its $20/month Ultimate tier stream in 5K at up to 120fps — It'll support up to 5K at 120fps and DLSS 4 Multi Frame Generation. — NVIDIA's GeForce NOW game streaming service is leveling …
More: TechPowerUp, The Verge, The Verge, Nvidia Newsroom, 9to5Google, VideoCardz.com, NVIDIA, PCWorld, Windows Central, CNET, Gizmodo, Club386, Tom's Hardware, PC Gamer, Tom's Guide, TechRadar, TweakTown, PCGamesN, PC Guide, NVIDIA, HWCooling.net, and KitGuru
X: @tomwarren, @comcast, @nvidiagfn, @lessin, and @maxwinebach
| Rebecca Bellan / TechCrunch: |
Texas AG Ken Paxton probes Meta and Character.AI over claims they deceptively market chatbots as mental health tools, misleading kids and other vulnerable users — Texas attorney general Ken Paxton has launched an investigation into both Meta AI Studio and Character.AI for …
More: Platformer, Texas Attorney General, Engadget, Financial Times, MLex, Punchbowl News, Bloomberg Law, and Sherwood News
Bluesky: @caseynewton and @mmasnick
X: @kenpaxtontx and @hawleymo
| Samantha Subin / CNBC: |
Palo Alto Networks reports Q4 revenue up 16% YoY to $2.54B, vs. $2.5B est., and Q1 and FY 2026 guidance above estimates; PANW jumps 4%+ after hours — Palo Alto Networks reported better-than-expected quarterly results and issued upbeat guidance for the current period.| Dean Seal / Wall Street Journal: |
Palo Alto Networks founder Nir Zuk retires and steps down as CTO and board member; Chief Product Officer Lee Klarich becomes CTO and joins the board — Cybersecurity company says Nir Zuk has also stepped down as a board member and will be succeeded as CTO by Chief Product Officer Lee Klarich
More: SiliconANGLE, MarketWatch, and Palo Alto Networks, Inc.
| Kia Kokalitcheva / PitchBook: |
American Exceptionalism Acquisition, a SPAC led by Chamath Palihapitiya and focused on energy, AI, DeFi, and defense, files for a US IPO, seeking to raise $250M — Silicon Valley investor Chamath Palihapitiya has filed documents with the SEC for a new special purpose acquisition company … | Carl Franzen / VentureBeat: |
Nvidia debuts the Nemotron-Nano-9B-v2, a hybrid Mamba-transformer model, saying it achieves scores comparable to or better than Qwen3-8B on reasoning benchmarks — Small models are having a moment. On the heels of the release of a new AI vision model small enough to fit on a smartwatch …
More: NVIDIA ADLR. X: @natolambert, @kuchaev, @benbajarin, @ctnzr, @jeremyphoward, @teknium1, and @scaling01
| Joseph Cox / 404 Media: |
Grok's website is exposing the underlying prompts for its AI personas, including one for a “crazy conspiracist” persona that spends “a lot of time on 4chan” — The website for Elon Musk's AI chatbot Grok is exposing the underlying prompts for a wealth of its AI personas …
More: Mashable, Social Media Today, and TechCrunch
Bluesky: @brasidas, @seanokane, @emanuelmaiberg, and @josephcox
X: @whoisgallifrey and @xlr8harder
| Katelyn Chedraoui / CNET: |
Google says users created 100M videos using its AI filmmaking tool Flow since its May launch; Flow leverages Veo 3 and focuses on maintaining visual consistency — Google confirmed the 100 million milestone exclusively to CNET. Here's what's coming next for Flow and its AI-assisted creators.| Samantha Subin / CNBC: |
Google increases its stake in bitcoin miner and datacenter operator TeraWulf from 8% to 14%, bringing its total investment to ~$3.2B; WULF jumps 10%+ — TeraWulf stock rallied more than 4% after Google hiked its stake in the bitcoin miner and data center operator as it funds an expansion of its Lake Mariner, New York, facility.
More: TeraWulf Inc., Benzinga, News.ng, The Information, Motley Fool, Yahoo Finance, Bitcoin Insider, Wall Street Journal, TheMinerMag, Crypto Briefing, The Block, Sherwood News, Decrypt, TheStreet, CoinDesk, and Morningstar, Inc.. LinkedIn: Michael Bucella
| Max A. Cherney / Reuters: |
Source: Arm has hired Amazon AI chip director Rami Sinno to help develop its own chips; he previously worked on Amazon's Trainium and Inferentia chips — Arm Holdings has hired Amazon.com (AMZN.O) artificial intelligence chip director Rami Sinno to bolster its plans to develop its own complete chips …
More: Benzinga
| Ben Bergman / Business Insider: |
Sources: Anthropic asked Menlo to use the VC firm's own capital for investment in the startup and not an SPV, as Menlo did in a previous funding round — - Anthropic is raising about $5 billion at a $170 billion valuation, BI confirmed. — The AI startup is being picky about the types …
Bluesky: @edzitron.com. X: @michlimlim, @jason, @thebenbergman, @bgurley, @thebenbergman, @saranormous, and @davemcclure
| Arasu Kannagi Basil / Reuters: |
Blockchain-based lender Figure files for a US IPO, reporting H1 revenue up 22.4% YoY to $191M and a profit of $29M, compared with a loss of $13M in H1 2024 — Figure Technology Solutions' revenue surged 22% in the first half of 2025, the blockchain lender disclosed on Monday …
More: SiliconANGLE, Bloomberg, and Figure
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