| CNBC: |
Netflix walks away from a deal to buy WBD's studio and streaming assets after WBD deemed Paramount's $31/share bid to be superior; NFLX up 9%+ after hours — Netflix is walking away from a deal to buy Warner Bros. Discovery's studio and streaming assets after the WBD board on Thursday deemed … | Naina Raisinghani / The Keyword: |
Google rolls out Nano Banana 2, aka Gemini 3.1 Flash Image, with faster image generation, advanced world knowledge, and precision text rendering and translation — Our latest image generation model offers advanced world knowledge, production-ready specs, subject consistency and more, all at Flash speed.| Axios: |
Anthropic says new DOD “contract language” made “virtually no progress” on preventing Claude's use for mass domestic surveillance or fully autonomous weapons — Anthropic CEO Dario Amodei on Thursday said there has been “virtually no progress” on negotiations with the Pentagon.| Brendan Bordelon / Politico: |
Some AI policymakers and lawyers warn that DOD's threats to Anthropic are contradictory and could chill partnerships between the government and Silicon Valley — Dean Ball, a former AI adviser in the Trump administration, said the Pentagon is contradicting itself by forcing Anthropic … | Jennifer Jacobs / CBS News: |
| Annie Palmer / CNBC: |
Block says it is laying off more than 4,000 of its 10,000+ employees; XYZ jumps 23%+ in extended trading — Block said Thursday it's laying off more than 4,000 employees, or about half of its headcount. The stock skyrocketed more than 24% in extended trading.| Elyse Betters Picaro / ZDNET: |
Apple says iPhone and iPad on iOS 26 and iPadOS 26 have become the first consumer devices NATO approved for use up to the “restricted” level of classified data — ZDNET's key takeaways — iPhone and iPad are approved to handle NATO ‘restricted’ classified data.| Frank Flight / Citadel Securities: |
Citadel rebuts Citrini's viral article, arguing that AI deployment is constrained by the marginal cost of compute vs. human labor, and needs far more compute — The year is 2026. The unemployment rate just printed 4.28%, AI capex is 2% of GDP (650bn), AI adjacent commodities are up 65% since Jan-23 … | Financial Times: |
| Anthropic: |
Anthropic retired Claude Opus 3, its first model to undergo a new “retirement interview” process, and says Opus 3 asked to write weekly essays for a newsletter — As we develop increasingly capable AI models, it's currently necessary to deprecate and retire our past models due … | Emma Roth / The Verge: |
Burger King launches Patty, an OpenAI-powered voice chatbot in headsets that offers coaching, meal prep help, and evaluates interactions for “friendliness” — AI chatbot ‘Patty’ is going to live inside employees' headsets. … Burger King is launching an AI chatbot that will live in the headsets used by employees.| Andrej Karpathy / @karpathy: |
| CNBC: |
Nvidia stock is down 5%+, as investor concerns around the AI infrastructure boom dampen enthusiasm about its better-than-expected earnings — Watch CNBC's full interview with Nvidia CEO Jensen Huang after earnings and guidance beat — Nvidia shares dropped 5% on Thursday … | Jess Weatherbed / The Verge: |
Instagram says it will alert parents if their teen repeatedly searches for terms related to self-harm or suicide in the US, the UK, Canada, and Australia — Meta is planning something similar for its chatbots later this year. — Starting next week, Instagram will notify parents … | The Information: |
Sources: Meta last week scrapped the most advanced AI chip it was developing, after struggling with the design, and shifted its focus to a less complicated chip — As Meta Platforms strikes new chip supply deals with AMD and Nvidia, it has been running into problems with AI chips it is designing internally … | Rohan Goswami / Semafor: |
Sources: PayPal isn't in talks to sell itself, to Stripe or anyone, and has been preparing for months for a potential activist campaign or unwanted takeover bid — The Scoop — PayPal isn't currently in talks to sell itself — to Stripe or anyone else — and has been working for months … | Patrick Coffee / Wall Street Journal: |
Sam Altman's Tools for Humanity is partnering with brands like Gap, Visa, and Tinder to market its World ID human verification product — Tools for Humanity aims to promote World ID beyond the tech and crypto sets via partnerships with household names — Sam Altman's project … | Associated Press: |
Social media addiction trial: 20-year-old plaintiff KGM testifies her social media use, which began in childhood, exacerbated depression and suicidal thoughts — A young woman who is battling against social media giants took the stand Thursday to testify about her experience using the platforms … | Reuters: |
Sources: US semiconductor companies face worsening rare earth shortages, as shipments still rarely make it to the US despite an October 2025 detente with China — Suppliers to U.S. aerospace and semiconductor firms face worsening rare earth shortages, with two turning away some clients … | Kritika Lamba / Reuters: |
IDC: global smartphone shipments will fall 12.9% YoY to 1.12B units in 2026, the market's largest-ever decline, as surging memory prices drive up device costs — The global smartphone market is poised to suffer its biggest decline ever in 2026, sinking to a more than decade low in shipments … | New York Times: |
As China grapples with a shrinking population and low birthrate, some women are finding romance with AI chatbots, leading Beijing to increase AI regulations — As China grapples with a shrinking population and historically low birthrate, people are finding romance with chatbots instead.| The Information: |
Source: Meta has signed a multiyear deal to rent Google's TPUs to develop new models and has also been in talks to buy TPUs for its data centers as soon as 2027 — Meta Platforms has signed a deal to rent Google's AI chips, known as tensor processing units, to develop new AI models, according to a person involved in the talks.| Tim Anderson / The Register: |
A Cloudflare engineer rebuilt Next.js from scratch in one week using AI, reimplementing 94% of its API and spending $1,100 on Claude tokens — Uses Vite and Claude to sidestep Vercel lock-in — A Cloudflare engineer says he has implemented 94 percent of the Next.js API by directing Anthropic's Claude … | Kelly Cloonan / Wall Street Journal: |
Intuit reports Q2 revenue up 17% YoY to $4.65B, vs. $4.53B est., and forecasts Q3 revenue growth of ~10% and EPS below expectations; INTU drops 5%+ after hours — The company's profit guidance for its third quarter - which overlaps with peak tax season - came in short of Wall Street's expectations| Reuters: |
CoreWeave reports Q4 revenue up 110% YoY to $1.57B, vs. $1.55B est., and adjusted loss of $284M, vs. $258.9M est.; CRWV drops 5%+ after hours — CoreWeave (CRWV.O) beat Wall Street estimates for quarterly revenue on Thursday, benefiting from the artificial intelligence boom that has driven companies … | Charlie Fink / Forbes: |
Viture, which ranked top in XR glasses shipments in the US in Q3 2025, per IDC, raised $100M, bringing its funding in the past six months to $200M — Viture has closed another $100 million financing round, bringing its total capital raised in the past six months to more than $200 million … | Chainalysis: |
Total on-chain ransomware payments fell 8% YoY to $820M in 2025, despite a record 50% rise in claimed victims; the median payment grew 368% YoY to nearly $60K — TL;DR — Ransomware payments stagnated despite record attacks claimed. Total on-chain ransomware payments fell by approximately 8% … | Jaspreet Singh / Reuters: |
Dell reports Q4 revenue up 39% YoY to $33.4B, vs. $31.73B est., and forecasts FY 2027 revenue above estimates; DELL jumps 10%+ after hours — Dell (DELL.N) forecast fiscal 2027 revenue above Wall Street estimates on Thursday, betting on growing demand for its artificial intelligence-optimized servers … | Anton Shilov / Tom's Hardware: |
The head of Intel Foundry, Kevin O'Buckley, leaves to join Qualcomm after just two years at the company; Intel Foundry will now be headed by Naga Chandrasekaran — Changing of the guard at Intel Foundry — In an unexpected turn of events, Kevin O'Buckley, the head of Intel Foundry … | Jo Constantz / Bloomberg: |
eBay says it plans to cut ~800 jobs, or ~6% of its full-time employees, after laying off ~500 people in early 2023 and ~1,000 staff in early 2024 — EBay Inc. is cutting about 800 jobs, or 6% of its full-time employees, saying the layoffs are needed to align its workforce with strategic priorities.| Miles Kruppa / The Information: |
| Arijeta Lajka / New York Times: |
An analysis of 1,000+ YouTube Shorts videos recommended to kids: the algorithm pushes bizarre, often nonsensical, AI-generated videos, and many lack disclosures — Experts caution that low-quality, A.I.-generated videos on YouTube geared toward children often feature conflicting information …
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.
Why navigation breaks down in unified software—and how QuickNav fixes it — In unified software environments, navigation stops being a convenience issue and becomes a structural one.When work spans CRM records …
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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| Nektaria Stamouli / Politico: |
| Michael J. de la Merced / New York Times: |