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February 7, 2026, 6:30 AM
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memeorandum
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| Mark Gurman / Bloomberg: |
Sources: Apple plans to allow third-party voice-controlled AI chatbots in CarPlay within the coming months; it won't let users replace CarPlay's Siri button — Apple Inc. is preparing to allow voice-controlled artificial intelligence apps from other companies in CarPlay …
More: TechCrunch, iThinkDifferent, MacRumors, PYMNTS.com, Tech Times, Tech in Asia, iClarified, Engadget, AppleInsider, The Mac Observer, Reuters, iPhone in Canada, Digital Trends, The Verge, 9to5Mac, and MacTech.com
X: @ranimolla, @davezatz, @markgurman, @theroberthu, and @drbarnard
Forums: r/apple and MacRumors Forums
| Kif Leswing / CNBC: |
Nvidia stock closes up 7.92% after Jensen Huang said the tech industry's surging capex for AI infrastructure is justified, appropriate, and sustainable — The tech industry's surging capital expenditures for AI infrastructure are justified, appropriate and sustainable, Nvidia CEO Jensen Huang said Friday on CNBC's “Halftime Report.”
More: Financial Times, CNBC Television on YouTube, Crypto Briefing, Bloomberg, and Bloomberg
X: @stocksavvyshay, @yoemsri, @mattzeitlin, @jerrycap, and @threehatsinarow
Bluesky: @edzitron.com and @seldo.com
Forums: r/wallstreetbets, r/technology, r/ValueInvesting, r/StockMarket, r/NVDA_Stock, and r/NvidiaStock
| Molly Taft / Wired: |
New York lawmakers propose a bill to impose a three-year moratorium on data center development, making NY at least the sixth state to introduce such legislation — Red and blue states alike have introduced legislation in recent weeks that would halt data center development, citing concerns from climate to high energy prices.
More: Democrat And Chronicle, Spectrum News 1 Central NY, NYSenate.gov, The Hill, MLive.com, Politico, and Bisnow
X: @deanwball, @pat_hedger, @miles_brundage, and @mollytaft
Forums: r/nyc and r/newyorkcity
| Wall Street Journal: |
Palmer Luckey's Erebor becomes the first newly created bank to receive a national charter under the second Trump administration, launching with $635M in capital — Erebor founder Palmer Luckey was one of the tech industry's early Trump supporters and is known for his penchant for Hawaiian shirts
More: Forbes, Cointelegraph, The Information, Reuters, and Coinpedia Fintech News
X: @mrgoldbro, @a16zcrypto, @stevenkelly49, @jmj, @lux_capital, @xethalis, @palmerluckey, @thenewsham, and @palmerluckey. LinkedIn: Weston Moyer
| Emily Herbert / Financial Times: |
US tech stocks and bitcoin rally after three days of selling; Nasdaq Composite closed up 2.18%, Broadcom 7.22%, Strategy 26.11%, and bitcoin rebounded to ~$70K — Nasdaq climbs after sell-off fuelled by worries over vast AI spending — US technology stocks and bitcoin rallied strongly … | Stephen Wilmot / Wall Street Journal: |
New US rules banning Chinese software in internet-connected vehicles from March 17 add urgency to industrywide efforts to reduce reliance on Chinese components — New U.S. rules ban Chinese software in vehicles on national-security grounds — How Chinese is your car? Automakers are racing to work it out.
More: Investor's Business Daily, Caixin Global, EV, Semafor, Türkiye Today, and China Money Network
| Dominic Preston / The Verge: |
Trump Mobile execs showcase the T1 Phone's new design and specs, and say the phones go through “final assembly” in Miami and full assembly in the US is a “goal” — I spoke to two Trump Mobile executives for an exclusive first look at what they say is the T1 Phone.| Duncan Riley / SiliconANGLE: |
RADICL, which offers threat detection and response services to SMBs supporting US defense industrial base and critical infrastructure, raised a $31M Series A — Cybersecurity-as-a-service startup Radicl Defense Inc. announced today that it has raised $31 million in early-stage funding … | Bloomberg: |
Kalshi and Polymarket have facilitated over $800M in Super Bowl contracts, as pro gamblers shift to prediction markets and adopt Wall Street-style strategies — The sudden rise of prediction markets has sophisticated bettors scrambling to adjust their strategies.
More: Bloomberg, Futurism, Barron's Online, Bloomberg Law, and Las Vegas Review-Journal
LinkedIn: Ira Boudway and Guy Harding
| Wall Street Journal: |
US data center demand has driven stock surges of contractors and equipment makers like Corning, Sterling Infrastructure, Comfort Systems USA, and Carrier Global — Data-center demand has sent shares in contractors, equipment makers and more surging — The intensity of America's data-center build … | Bloomberg: |
Chinese regulators fined Kuaishou $17.2M for failing to curb illegal content; pornographic content appeared on Kuaishou during its December 2025 cyberattacks — Chinese regulators fined Kuaishou Technology 119.1 million yuan ($17.2 million) over pornographic content that swamped its platform last December …
More: South China Morning Post and Reuters
| Nitin T Bhat / Heroku: |
Heroku says it is transitioning to a “sustaining engineering model”, as it focuses on “helping organizations build and deploy enterprise-grade AI” — Today, Heroku is transitioning to a sustaining engineering model focused on stability, security, reliability, and support.
More: Simon Willison's Weblog, SiliconANGLE, and Salesforce Ben
X: @justjake, @adamse, @quinnypig, @heroku, @jarsen, @simonw, @leerob, @joelmoss, @hkarthik, @shpigford, @soypaulco, @ssh_exe_dev, @jackellis, @_saddamazad, @bilalbudhani, @varunram, @rakyll, @chaliy, @arvidkahl, @craigkerstiens, @mitchellh, @jorilallo, @kylefox, @d__raptis, @mitchellh, @meaganrgamache, @film_girl, @ritakozlov, @terronk, @y_molodtsov, @joshmanders, @excid3, @vmg, @mscccc, and @benkingfm
Bluesky: @chirag, @fivetanley, and @olly.world
| Hyunjoo Jin / Reuters: |
South Korean cryptocurrency exchange Bithumb says it accidentally sent $44B worth of bitcoin to customers as promotional rewards and has recovered 99.7% of it — South Korean cryptocurrency exchange Bithumb said on Saturday it had accidentally given away more than $40 billion worth of bitcoins … | Marina Temkin / TechCrunch: |
Source: Benchmark raised $225M in special funds to invest in Cerebras' ~$1B Series H, led by Tiger Global; Benchmark led Cerebras' $27M Series A in 2016 — This week, AI chipmaker Cerebras Systems announced that it raised $1 billion in fresh capital at a valuation of $23 billion …
More: StrictlyVC and DigiTimes
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