| 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 jumps 8%+ 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 … | Anthropic: |
Dario Amodei says Anthropic cannot “in good conscience” accede to DOD's request to remove safeguards and will work to ensure a smooth transition if offboarded — I believe deeply in the existential importance of using AI to defend the United States and other democracies, and to defeat our autocratic adversaries.| 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.| Jennifer Jacobs / CBS News: |
The Pentagon says it has offered compromises to Anthropic, including putting in writing that laws already bar the military from mass surveillance of Americans — Add CBS News on Google — As the U.S. military's partnership with artificial intelligence giant Anthropic teeters on the edge of collapse … | Brendan Bordelon / Politico: |
| Annie Palmer / CNBC: |
Block says it is laying off 4,000+ of its 10,000+ employees, saying AI tools have changed “what it means to build and run a company”; XYZ jumps 23%+ after hours — Block said Thursday it's laying off more than 4,000 employees, or about half of its headcount.| Reuters: |
Block reports Q4 revenue up 4% YoY to $6.25B, gross profit up 24% to $2.87B, driven by a 33% surge in Cash App, and forecasts Q1 gross profit up 22% to $2.8B — Block (XYZ.N) on Thursday said it will cut over 4,000 jobs, nearly half its workforce, as part of an overhaul … | 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.| Tripp Mickle / New York Times: |
Letter: 100+ Google DeepMind and other AI employees urge Jeff Dean to block US military deals that use Gemini for mass surveillance or autonomous weapons — More than 100 Google A.I. employees sent a letter to Jeff Dean, a chief scientist, opposing Gemini's use for U.S. surveillance and some autonomous weapons.| 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 … | 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 … | 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.| CNBC: |
Nvidia stock closes down 5.49%, 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 more than 5% on Thursday … | 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 … | Matteo Wong / The Atlantic: |
Q&A with Terence Tao on AI-generated Erdős solutions, “cheap wins”, hybrid human AI contributions, push-of-a-button workflows, new ways of doing math, and more — Terence Tao, the legendary mathematician, explains the promise of generative AI.| 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 … | 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 … | 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 … | Takashi Mochizuki / Bloomberg: |
The Japanese government plans to invest ~$1.6B in Rapidus over the next two fiscal years to help it mass-produce 2nm logic chips and potentially challenge TSMC — The Japanese government will invest a total of ¥250 billion ($1.6 billion) in state-backed Rapidus Corp. as part … | Reuters: |
Duolingo reports Q4 revenue up 35% YoY to $282.9M, forecasts FY 2026 bookings below est. as it shifts focus to faster user growth; DUOL drops 20%+ after hours — Duolingo (DUOL.O) forecast first-quarter and 2026 bookings below expectations on Thursday as it shifts strategy toward faster user growth … | Tamsin McMahon / Bloomberg: |
xAI co-founder Toby Pohlen is leaving the company, the seventh of 12 xAI co-founders to depart; Elon Musk put Pohlen in charge of Macrohard earlier this month — xAI co-founder Toby Pohlen said he is leaving Elon Musk's artificial intelligence startup, the latest founding executive to depart … | 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.| Business Insider: |
Sources: two members of Thinking Machines Lab's founding team, Christian Gibson and Noah Shpak, left the startup and have been working at Meta for a few weeks — - Two founding team members left Thinking Machines Lab for Meta in recent weeks. — The exits add to a wave of departures from the high-profile $12 billion AI startup.| 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.| Luke Barr / ABC News: |
CISA's interim director Madhu Gottumukkala is reassigned as DHS' director of strategic implementation; executive assistant director Nick Andersen will take over — The nominee to serve as CISA director has not yet received a hearing. — The Department of Homeland Security (DHS) … | 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| Andrej Karpathy / @karpathy: |
| Mickey Djuric / Politico: |
OpenAI says it will overhaul safety protocols and establish direct contact with Canadian police, after not alerting authorities about the Tumbler Ridge suspect — Following meetings with the governments of Canada and British Columbia this week, OpenAI says it is committed “to help prevent tragedies like this in the future.”| 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 … | 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 …
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: |
| Jo Constantz / Bloomberg: |
| Frank Flight / Citadel Securities: |