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December 13, 2025, 2:30 PM
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memeorandum
WeSmirchTop News
| Isabelle Lee / Bloomberg: |
Seagate and Western Digital, with stocks each up 200%+ in 2025, will join Nasdaq 100 before the December 22 market open; GlobalFoundries will leave the index — Six firms are set to join the Nasdaq 100 Index as part of its annual reconstitution, the benchmark's overseer said Friday.
More: CoinDesk, DL News, Nasdaq, Reuters, and Dow Jones Newswires. LinkedIn: Aitor Telleria Beorlegui
| Jamie Tarabay / Bloomberg: |
Sources: The Trump administration is drafting a new cyber strategy that would enlist private companies to mount offensive cyberattacks on foreign adversaries — President Donald Trump's administration is preparing to turn to private businesses to help mount offensive cyberattacks … | Robin Wigglesworth / Financial Times: |
Cisco's stock touched a new record high of $80.25 on December 10, surpassing its previous split-adjusted high of $80.06 on March 27, 2000; CSCO is up 31.64% YTD — 🥳🥳🥳🥳🥳 — It only took 25 years, eight months and 13 days, but the stock of Cisco Systems finally hit a new record high.
More: Bloomberg, CNBC, Barchart.com, and Barron's Online
| Sarah Holder / Bloomberg: |
A look at Netflix House in Philadelphia, a new 100K sq. ft. location for in-person experiences, which resembles a Disneyland attraction and a Dave & Buster's — The entertainment company's new “Netflix House” experience is bringing the brand's shows into former department stores.| Taylor Telford / Washington Post: |
Blowback over posts about the death of Charlie Kirk has prompted companies to be more aggressive about monitoring employees' social media activity — Fervor over employee posts about Charlie Kirk's death is leading companies to adjust policies and step up monitoring of workers' online conduct.
X: @tycarver
| Financial Times: |
Sources: private capital giant Apollo Global has shorted loans and rapidly cut exposure to the enterprise software sector in 2025 amid concerns over AI threat — Private capital giant shorted loans and cut exposure to sector amid concerns over threat from AI| Simon Willison / Simon Willison's Weblog: |
OpenAI quietly adopted Anthropic's “skills” mechanism in ChatGPT and Codex; ChatGPT's skills include creating and modifying spreadsheets, docx files, and PDFs — One of the things that most excited me about Anthropic's new Skills mechanism back in October is how easy it looked for other platforms to implement.
More: WinBuzzer, The Decoder, and GitHub
X: @simonw, @joedevon, @simonw, @morqon, @simonw, @nummanthinks, @simonw, @_simonsmith, @natebjones, @simonw, @simonw, and @mweinbach. Forums: Hacker News
| Ben Cohen / Wall Street Journal: |
A profile of Nex, which makes the $249 Nex Playground motion-based gaming system targeted toward kids and projects more than $150M of sales this year — How an obscure company pivoted, then pivoted again, nearly ran out of money—and built a hit product| Financial Times: |
OpenAI hopes the Disney deal boosts Sora, which has high costs and limited traction; Sensor Tower: users average 13 minutes per day on Sora vs. 90 on TikTok — Sora has struggled to build an engaged audience despite already hosting bootleg content from the Hollywood studio
More: Nikkei Asia, MediaNama, and Communicate Online
| Mark Haranas / CRN: |
Indian IT giant TCS agrees to acquire Coastal Cloud, a Florida-based Salesforce consulting partner, for $700M, in a bid to boost its AI and US customer business — Tata Consultancy Services is buying U.S.-based Salesforce Summit Partner Coastal Cloud for $700 million to boost its global presence and AI business.
More: Tata Consultancy Services, Moneycontrol, Free Press Journal, Livemint, Trak.in, Coastal, Business Standard, Business Standard, The Hindu, The Economic Times, Salesforce Ben, VCCircle, TechCircle, The American Bazaar, Times of India, Analytics India Magazine, Fortune India, NDTV Profit, Verdict, and Constellation Research
| Dina Bass / Bloomberg: |
Broadcom's shares fell 11% on December 12, their biggest single-day drop since January, after the company's AI sales outlook fell short of investor expectations — Broadcom Inc., a chip company vying with Nvidia Corp. for AI computing revenue, suffered the worst stock decline in more than 10 months …
More: The Motley Fool, Taipei Times, TVNewsCheck, Heatmap News, CNBC, Benzinga, Barron's Online, and Proactive
| Semafor: |
In a letter to the Trump administration, the GOP Senatorial Committee Chair Sen. Tim Scott said the Netflix-WBD deal raises “significant antitrust problems” — THE SCOOP — A key Republican senator Friday joined the mounting opposition in Washington to Netflix's takeover of Warner Bros. Discovery.| Gene Maddaus / Variety: |
Google has removed dozens of AI videos from YouTube that depicted Disney characters, after Disney sent a cease-and-desist letter flagging the links — Disney flagged the YouTube links to the videos in its letter, and demanded that Google remove them immediately.
More: Gizmodo, Mashable, Far Out Magazine, Deadline, TechCrunch, The Hans India, Unite.AI, and Business Today. Bluesky: @carnage4life
| Bloomberg: |
Sources: Intel is in advanced talks to acquire AI chip startup SambaNova for about $1.6B including debt; the deal could come together as soon as next month — Intel Corp. is in advanced talks to acquire artificial intelligence chip startup SambaNova Systems Inc. for about $1.6 billion including debt …
More: The Economic Times, Tech in Asia, SiliconANGLE, and Dow Jones Newswires
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