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December 31, 2025, 1:50 PM
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| Wall Street Journal: |
How Manus distanced itself from its Chinese roots to court US investors; a source says Meta's $2.5B deal includes a $500M retention pool for Manus' employees — The $2.5 billion deal could herald a new era for China-linked AI companies and U.S. investors — Workers at Butterfly Effect …
More: COINOTAG, South China Morning Post, The Decoder, Bloomberg, Trak.in, Business Insider, Semafor, Reuters, BBC, AIN, New York Post, Gizmodo, Caixin Global, The American Bazaar, EasternEye, Asia Financial, Fortune, International Business Times, Computerworld, Wall Street Journal, and Spyglass
X: @kyleichan, @petereharrell, @chrisrmcguire, and @henrysgao
| Emily Nicolle / Bloomberg: |
Trump Media, owner of Truth Social, plans to distribute a new token to shareholders with partner Crypto.com, expected to operate on the Cronos blockchain — Trump Media and Technology Group Corp. plans to issue a new cryptocurrency, which will be distributed among its shareholders.| Wall Street Journal: |
OpenAI financial data: its stock-based pay averaged ~$1.5M per employee in 2025, ~7x Google pre-IPO and ~34x the average pay of other pre-IPO peers, per Equilar — The company's stock-based compensation in 2025 reached an average of $1.5 million per employee
More: New York Post, Yahoo Finance, CTech, COINOTAG, The Decoder, and Hindustan Times
| Reuters: |
Sources: Nvidia has approached TSMC to ramp up H200 chip production; Chinese companies have placed orders for 2M+ H200 chips for 2026, while Nvidia holds 700K — Nvidia (NVDA.O) is scrambling to meet strong demand for its H200 artificial intelligence chips from Chinese technology companies …
More: Benzinga, Investor's Business Daily, NDTV Profit, CNBC, Proactive, Modern Diplomacy, Yahoo Finance, COINOTAG, Sharecast, Hürriyet Daily News, The Standard, Asia Times, and DigiTimes. Forums: r/NVDA_Stock
| Essi Lehto / Reuters: |
Finland seizes a ship suspected of damaging an undersea cable linking Helsinki and Estonia in the Gulf of Finland; Estonia says a second cable was also damaged — Finnish police on Wednesday seized a ship suspected of damaging an undersea telecoms cable running from Helsinki …
More: Tom's Hardware, The Record, Radio Free Europe/Radio …, Reuters, Bloomberg Law, The Maritime Executive, The Indian Express, and Associated Press
X: @petteriorpo, @tsahkna, and @marinetraffic
Bluesky: @rvps2001 and @duncandixoncoffee
Forums: r/worldnews, r/neoliberal, and Slashdot
| The Information: |
Sources: Uber is in talks to acquire the parking space reservation app SpotHero; the parking app was last valued at $290M — Uber has been in talks to acquire parking app SpotHero, a popular service that allows drivers to reserve parking spaces, according to people with knowledge of the discussions.| Kurt Wagner / Bloomberg: |
Elon Musk says xAI bought a third building called “MACROHARDRR”, reportedly adjacent to Colossus 2, that will take the company's training compute to almost 2GW — Elon Musk's xAI is planning an expansion of its massive data center complex in Memphis, and has purchased a third building … | Michael Acton / Financial Times: |
Trump Mobile delays plan to launch its gold-coloured smartphone, initially promised for August 2025, saying the recent US government shutdown delayed deliveries — Move marks latest setback for project that originally promised to sell a US-made device — Trump Mobile, the phone company launched …
More: CNET, PCMag, Fortune, Business Insider, The Guardian, Android Headlines, CBS News, RTÉ, Proactive, Mashable, and Yahoo Finance
Bluesky: @caseynewton, @robertscotthorton, @stevemnomoremister, and @bizarreman. Mastodon: @annmlipton@esq.social. Forums: r/politics
| Jeanny Yu / Bloomberg: |
Chinese AI firms are leading a wave of IPOs in Hong Kong, where at least 25 companies debuted in December 2025, the busiest month for deals since November 2019 — Chinese artificial intelligence firms are leading a wave of listings in Hong Kong, aiming to capitalize on a recent market momentum.
More: Taipei Times, The Decoder, Reuters, and South China Morning Post
| Alice French / Bloomberg: |
Japanese NAND flash memory maker Kioxia is up 500%+ in 2025 so far, outperforming all other MSCI World Index members, after its Tokyo IPO debut in December 2024 — Artificial intelligence's insatiable appetite for data storage has delivered Japanese memory chipmaker Kioxia Holdings Corp …
More: Barchart.com, Fortune, and Taipei Times
| Kate Clark / Wall Street Journal: |
Sources: bids for GroqCloud, Groq's AI inference platform, are expected to exceed $1B after Nvidia's $20B non-exclusive licensing agreement with Groq — The chipmaker's AI-inference agreement with startup Groq indicates growing competition for top talent and technology| Reuters: |
Filing: China's top DRAM maker CXMT plans to raise $4.2B in a Shanghai IPO; CXMT held a 4% global share in Q2 2025 and targets HBM production by the end of 2026 — China's leading maker of DRAM chips, ChangXin Memory Technologies (CXMT) Corp, said on Tuesday it plans to raise 29.5 billion yuan … | Carmen Reinicke / Bloomberg: |
Data storage stocks led the S&P 500 in 2025, with SanDisk up 560%+ to become the top performer, followed by Western Digital in second and Seagate in fourth — The artificial intelligence trade is moving, and investors seeking cutting-edge ways to play it are snapping up technology …
More: Barchart.com and Proactive
| Bob Tita / Wall Street Journal: |
How the AI data center boom boosted Caterpillar's power and energy unit; generator sales are up 28% YoY through Sept. 2025, after growing 22% to $7.8B in 2024 — Sales of generators are powering the manufacturing giant's fastest-growing segment and a race to help data centers skip the grid
More: PYMNTS.com
| SoftBank Group Corp.: |
SoftBank says it has completed a $22.5B investment in OpenAI, finalizing its up to $40B investment commitment announced in March and taking its stake to ~11% — SoftBank Group Corp. ("SBG" or the “Company") today announced that it has completed an additional investment of $22.5 billion …
More: Taipei Times, BMI, Reuters, The Japan Times, The American Bazaar, Nikkei Asia, SiliconANGLE, Nikkei Asia, TNGlobal, eWeek, Yahoo Finance, Benzinga, Forbes Middle East, Reuters, iPhone in Canada, Sherwood News, and CNBC
X: @the_ai_investor, @stocksavvyshay, @londonrealtv, @kantineastt, @geoffreywoo, @unusual_whales, @amitisinvesting, @altryne, and @andrewcurran_. LinkedIn: Adam Goldberg. Bluesky: @notthatadamlevine. Mastodon: @andrew@esq.social
Forums: r/humanfuture, r/OpenAI, r/BetterOffline, r/singularity, and r/technology
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