| Wall Street Journal: |
Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026 — The deal could result in Meta owning as much as 10% of AMD's stock as the chip maker seeks to challenge Nvidia| Tripp Mickle / New York Times: |
How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans — Federal officials have for years tried to wean Silicon Valley from its dependence on Taiwan, an island democracy roughly the size … | Rolfe Winkler / Wall Street Journal: |
Apple says it plans to move some Mac mini production to Houston from Asia later in 2026, as part of its efforts to invest $600B in the US over four years — The company will move some production of the desktop computer to Foxconn facility in Texas — Apple will move some production … | Rolfe Winkler / Wall Street Journal: |
| Axios: |
Sources: DOD told Anthropic it will invoke the Defense Production Act or label Anthropic a “supply chain risk”, if not given unfettered Claude access by Friday — Defense Secretary Pete Hegseth gave Anthropic CEO Dario Amodei until Friday evening to give the military unfettered access … | Stevie Bonifield / The Verge: |
Discord says it won't roll out age verification globally next month as previously announced, delaying the change until H2 after it adds verification options — Now it will hold off on expansion until it adds more verification options, vendor transparency, and other changes.| New York Times: |
DOJ files reveal how Jeffrey Epstein ingratiated himself with top Microsoft executives, aiding his return to society after his release from prison in 2009 — For more than two decades, the convicted sex offender developed a network at the tech giant, making him privy to succession discussions and other business.| Rachel Metz / Bloomberg: |
Anthropic launches Claude Cowork agent tools for investment banking, HR, design, and more, including a specialized financial plugin developed alongside FactSet — Anthropic PBC is expanding the reach of its Claude chatbot into new sectors, weeks after the startup sparked a market meltdown … | Akila Quinio / Financial Times: |
Stripe hits a $159B valuation after an employee share sale to investors like Thrive, Coatue, and a16z, a 70% jump from its $92B valuation in February 2025 — Deal will allow payments company to stay private for longer — Stripe's valuation has soared by more than 70 per cent to $159bn … | Sarah Perez / TechCrunch: |
YouTube updates its $7.99 per month Premium Lite subscription to let users download videos for offline access and play videos in the background — YouTube is expanding its more affordable, $7.99 per month Premium Lite subscription service with new features, including the ability to download videos … | Tom Singleton / BBC: |
The UK ICO fines Reddit £14.47M for unlawfully using children's personal information; Reddit began verifying user ages in July 2025 to comply with the UK OSA — Reddit has been fined £14.47m by the UK's data watchdog for unlawfully using children's personal information.| Lora Kolodny / CNBC: |
Waymo opens its robotaxi service to “select riders” in Dallas, Houston, San Antonio, and Orlando, expanding its operations to 10 US cities — Alphabet-owned Waymo on Tuesday opened its robotaxi service to some public passengers in Dallas, Houston, San Antonio and Orlando, the company announced.| Matt Kapko / CyberScoop: |
CrowdStrike says the average breakout time for attackers moving from intrusion to other network systems fell to 29 minutes in 2025, a 65% YoY increase in speed — The average time from intrusion to network movement in 2025 was 29 minutes, a 65% increase in speed from the year prior. — Learn more.| Marcus Mendes / 9to5Mac: |
Apple will block users in Australia, Brazil, and Singapore from downloading apps rated 18+ without age assurance and rolls out new age assurance tools for devs — Apple is rolling out new age assurance tools for developers in regions including Brazil, Australia, Singapore, and parts of the US … | Max Seddon / Financial Times: |
Russian media: Russia opens an investigation into Telegram founder Pavel Durov for “abetting terrorist activities”, as it promotes its state-run rival Max app — Kremlin steps up curbs against messaging app and promotes a state-backed rival — Russia has opened an investigation … | Stephen Nellis / Reuters: |
ASML researchers unveil a breakthrough in EUV light source power, increasing output from 600W to 1,000W, a jump that could yield 50% more chips by 2030 — Researchers at ASML Holding say they have found a way to boost the power of the light source in a key chip making machine to turn … | Emma Roth / The Verge: |
Google says AI music generation platform ProducerAI is joining Labs and will be powered by a Lyria 3 preview version; ProducerAI was developed alongside artists — ProducerAI will use Google's Lyria 3 AI model to help users generate sounds, workshop lyrics, remix songs, and more.| Robin Wigglesworth / Financial Times: |
An Evercore ISI economist criticizes Citrini's AI report, calling its assumptions “extreme and improbable”, but says it's a thought-provoking exercise — Most of the sell-side has remained hilariously silent at a mere Substacker seemingly shaking markets, even though the anguish and frustration is almost palpable.| Bloomberg: |
Sources: Stripe, which is privately held, has expressed preliminary interest in a potential acquisition of PayPal or its assets; PYPL jumps 7%+ — Payment processing firm Stripe Inc. is considering an acquisition of all or parts of PayPal Holdings Inc., according to people familiar with the matter.| Annie Palmer / CNBC: |
Software stocks rebound as Anthropic announces partnerships integrating its AI tools with enterprise apps, including Slack, Intuit, Docusign, and FactSet — Software stocks made a comeback on Tuesday after Anthropic hosted its enterprise agents event, where it revealed new partnerships … | Natalie Breymeyer / Axios: |
Beverly Hills-based Subject, whose streaming-style, on-demand platform provides digital curriculum and learning insights for grades 6-12, raised $28M — Subject, a Beverly Hills-based AI education platform, raised a $28 million venture round led by Vistara Growth, CEO Michael Vilardo tells Axios Pro exclusively.| Chris Welch / Bloomberg: |
Samsung's $2,899 Galaxy Z TriFold works well as a smartphone, especially for entertainment, but falls short as a tablet and laptop, marred by unpredictability — The company's experimental new phone can fill in for larger-screen devices, but isn't close to replacing them.| Blake Brittain / Reuters: |
A California judge dismisses a lawsuit from xAI that accused OpenAI of stealing its trade secrets, with permission for xAI to refile the case at a later date — A California judge on Tuesday dismissed a lawsuit from Elon Musk's artificial intelligence startup xAI that accused rival Sam Altman's OpenAI … | Ian Allison / CoinDesk: |
Sources: Meta aims to enter the stablecoin space in H2, with plans to integrate a vendor to administer stablecoin-backed payments and implement a new wallet — The Facebook owner's stablecoin integration involves planning a third party vendor to help administer stablecoin-based payments … | Lily Mae Lazarus / Fortune: |
Profound, which tracks how AI models recommend brands across millions of prompts, raised a $96M Series C at a $1B valuation, bringing its total funding to $155M — Profound, an 18-month-old startup betting that the future of marketing will be shaped not by Google links but by AI answers, is now a unicorn.| Natalie Breymeyer / Axios: |
Slang AI, which develops voice-based software for the hospitality industry that answers inbound calls, manages reservations, and more, raised a $36M Series B — Slang AI, a New York-based AI platform for the hospitality industry, raised a $36 million Series B led by U.S. Venture Partners, CEO Alex Sambvani tells Axios exclusively.| Geoff Weiss / Business Insider: |
Letter AI, whose sales software provides personalized, deal-specific guidance, raised a $40M Series B, four months after a $10.6M Series A — - Letter AI has raised $40 million and is now valued in the hundreds of millions. — The sales software startup uses AI to deliver real-time, deal-specific guidance.| Bloomberg: |
Deep analysis for deep questions — Introducing Superagent. A new research product from Airtable: Subagents deeply interrogate your topic and turn it into boardroom-ready reports, slides, docs, or websites.
Turn any GTM idea into reality — Clay helps GTM teams combine AI agents, enrichment, and intent data to move faster and turn insights into action.
5 tips to simplify email verification in Zoho CRM — This is a guest post by Clearout.Nearly 60% of email senders clean their lists regularly, yet average bounce rates still sit at 10.68%.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
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| Charlotte Hughes-Morgan / Bloomberg: |
| K.J. Yossman / Variety: |
| Anthropic: |
| Josh Dzieza / The Verge: |
| Vicky Ge Huang / Wall Street Journal: |