| Jordan Novet / CNBC: |
Oracle stock fell 30% this quarter, its steepest drop since Q3 2001, when it slid ~34%, amid skepticism about its ability to open more data centers for OpenAI — Three months ago Oracle named Clay Magouyrk and Mike Sicilia as its new CEOs. They're off to a rough start.| Rafe Rosner-Uddin / Financial Times: |
The top 10 US tech billionaires collectively added $550B+ to their combined net worth in 2025, reaching $2.5T by December 24, up from $1.9T at the year's start — Elon Musk stays on top as Nvidia's Jensen Huang powers up the rankings on an AI-fuelled surge in fortunes| Marco Quiroz-Gutierrez / Fortune: |
Cursor CEO Michael Truell warns that “vibe coding” advanced projects may create “shaky foundations” and eventually “things start to kind of crumble” — Michael Truell, cofounder and CEO of Cursor.STUART ISETT—FORTUNE — Cursor may utilize AI … | Naomi Nix / Washington Post: |
Internal documents show Instagram's aggressive campaign to win back teens, including by boosting teen-friendly influencers, adjusting its algorithm, and more — The company pursued a yearslong strategy to win teens back even after critics said it wasn't safe, records show.| Ben Schoon / 9to5Google: |
A Google support page in Hindi says the company plans to roll out an option to let users change their Gmail addresses while retaining all data and services — For quite some time now, Google has allowed users to change their account email address if they are using a third-party email address … | Hartley Charlton / MacRumors: |
Apple settles with a Brazilian regulator to allow alternative app stores; report: Apple will charge a 5% fee for alt app stores and 15% on App Store link-outs — Brazilian regulators have approved a settlement that will require Apple to change how the App Store operates on iPhone in the country … | Alfred Ng / Politico: |
Federal records show ICE has increased its surveillance tech spending to $300M+ under Trump, as the White House lowered privacy guardrails around citizens' data — The U.S. Immigration and Customs Enforcement is buying millions of dollars' worth of new surveillance tools at the same … | Reuters: |
Chinese state media: China launches three VC funds of $7.1B+ each to back early-stage “hard technology” startups valued below ¥500M, or about $71M — China on Friday launched three venture capital funds to invest in “hard technology” areas, state broadcaster CCTV reported.| Joe Rennison / New York Times: |
Refinitiv: AI infrastructure companies borrowed $100B+ in 2025; small companies face higher interest rates given investor wariness over unproven AI businesses — Artificial intelligence companies looking to raise funds are being made to pay lofty interest rates, as debt investors become cautious.| Pranshu Verma / Washington Post: |
Amazon, Microsoft, and Google pledged a combined $67.5B in Indian investments since October, 80% of those in December, as part of an AI spending frenzy in India — Amazon, Microsoft and Google have pledged a combined $67.5 billion in Indian investments since October. Eighty percent of those commitments came this month.| Reuters: |
Government data: shipments of foreign-branded mobile phones in China, primarily iPhones, rose 128.4% YoY in November 2025 to 6.93M units — Shipments of foreign-branded mobile phones, including Apple's (AAPL.O) iPhones, rose 128.4% in China in November from the same month last year … | Annie Palmer / CNBC: |
As startups flood the market with AI shopping agents, Amazon is playing defense by blocking agents' access to its site and investing heavily in its own tools — Amazon CEO Andy Jassy could see how dramatically artificial intelligence was altering e-commerce.| Siddharth / GSMArena.com: |
Xiaomi unveils the $995+ Xiaomi 17 Ultra in China with a 200MP periscope camera, a 50MP 1" sensor, and an ultrawide; Leica edition gets a mechanical zoom ring — The Xiaomi 17 Ultra has finally been unveiled in China as the brand's flagship phone. Alongside the standard model … | Finian Hazen / MIT Technology Review: |
An interview with Citizen Lab founder Ronald Deibert about the US adopting authoritarian digital practices, the research group's accomplishments, and more — Ronald Deibert and his research group, the Citizen Lab, have rigorously worked to unveil alarming digital threats for the past two decades.| The Information: |
Sources: Nvidia's licensing deal with Groq, which has raised ~$1.8B, includes payouts to Groq's key execs and investors, including BlackRock and Tiger Global — Nvidia stunned Silicon Valley on Wednesday by agreeing to pay about $20 billion to license technology from Groq … | Ian King / Bloomberg: |
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| Theodore Schleifer / New York Times: |