| Anthropic: |
Anthropic raised a $30B Series G led by GIC and Coatue and co-led by D. E. Shaw, Dragoneer, Founders Fund, Iconiq, and MGX at a $380B post-money valuation — We have raised $30 billion in Series G funding led by GIC and Coatue, valuing Anthropic at $380 billion post-money.| Ashley Capoot / CNBC: |
| David Gewirtz / ZDNET: |
OpenAI launches a research preview of GPT-5.3-Codex-Spark, a smaller version of GPT-5.3-Codex that it claims generates code 15 times faster, for Pro users — ZDNET's key takeaways — OpenAI targets “conversational” coding, not slow batch-style agents. — Big latency wins: 80% faster roundtrip, 50% faster time-to-first-token.| Rachel Metz / Bloomberg: |
| The Keyword: |
Google updates Gemini 3 Deep Think to better solve modern science, research, and engineering challenges and expands it via the Gemini API to some researchers — Our most specialized reasoning mode is now updated to solve modern science, research and engineering challenges.| Samantha Subin / CNBC: |
Instacart reports Q4 revenue up 12% YoY to $992M vs. $974M est., gross transaction value up 14% to $9.85B, gives strong Q1 guidance; CART jumps 14%+ after hours — Instacart shares climbed 14% during extended trading on Thursday after the grocery delivery company reported strong fourth-quarter revenue and forecast upbeat guidance.| Lucas Manfredi / The Wrap: |
Roku reports Q4 revenue up 16% YoY to $1.39B, vs. $1.35B est., and an $80.5M net income, vs. a $35.5M loss in Q4 2024; ROKU jumps 9%+ after hours — The streaming hardware maker forecasts 16% revenue growth in 2026 — Shares of Roku climbed as much as 13% in after-hours trading on Thursday … | Jennifer Elias / CNBC: |
Apple's stock dropped 5% on Thursday, its worst day since April, following FTC scrutiny of Apple News and reports about delays with Siri — Apple just wrapped up its worst day on the stock market since April after reports surfaced about delays with Siri and as the company's news app faced regulatory scrutiny.| Jonathan Vanian / CNBC: |
Pinterest reports Q4 revenue up 14% YoY to $1.32B, vs. $1.33B est., MAUs up 12% to 619M, and forecasts Q1 revenue below estimates; PINS drops 17%+ after hours — Pinterest shares plunged as much as 20% after hours Thursday as CEO Bill Ready said the company “absorbed an exogenous shock … | MiniMax: |
| Dina Bass / Bloomberg: |
Applied Materials reports Q1 revenue down 2% YoY to $7.01B, vs. $6.86B est., and forecasts Q2 revenue above estimates; AMAT jumps 12%+ after hours — Applied Materials Inc. surged 10% in late trading after delivering a surprisingly upbeat sales forecast, signaling that demand … | Ashley Capoot / CNBC: |
Airbnb reports Q4 revenue up 12% YoY to $2.78B, vs. $2.72B est., Nights and Seats Booked up 10% to 121.9M, and forecasts Q1 revenue above estimates — Shares of Airbnb were up about 2% in extended trading Thursday after the company reported fourth-quarter results that beat expectations … | Joe Rossignol / MacRumors: |
YouTube launches an app for the Apple Vision Pro, with standard videos, 180° and 360° videos, and YouTube Shorts; devices with the M5 chip can play 8K videos — Starting today, an official YouTube app is available on the Apple Vision Pro, allowing you to watch videos on a theater-sized screen … | Samuel Stolton / Bloomberg: |
Letter: the EU launched a new probe into Google for potentially “artificially increasing the clearing price” of ad auctions “to the detriment of advertisers” — Google, the target for billions of euros in European Union antitrust fines, has been hit by a fresh EU probe … | Reuters: |
Russia confirms it has blocked WhatsApp, citing Meta's “unwillingness to comply with Russian law”, and proposes that Russians switch to the state-owned Max app — U.S. messenger app WhatsApp, owned by Meta Platforms (META.O), has been completely blocked in Russia for failing … | Jennifer Pattison Tuohy / The Verge: |
Amazon's Ring cancels its partnership with Flock that would have let law enforcement agencies request footage from Ring doorbell users, following backlash — After weeks of mounting pressure and a questionable Super Bowl ad, the Amazon-owned company has walked back its plan to integrate with the controversial surveillance company.| André Beganski / Decrypt: |
Coinbase reports Q4 revenue down 22% YoY to $1.78B, vs. $1.84B est., transaction revenue down 37% to $983M, a net loss of $667M, vs. a $1.3B profit in Q4 2024 — Coinbase reported a down quarter for the end of 2025, with its investment portfolio plunging alongside Bitcoin and other crypto assets.| Reuters: |
Sources: Palo Alto Networks ordered the removal of direct attributions to China from a Unit 42 report on a hacking campaign over fears of retaliation from China — Palo Alto Networks (PANW.O) opted not to tie China to a global cyberespionage campaign the firm exposed last week over concerns … | Sarah Perez / TechCrunch: |
Spotify says AI is helping it speed up coding and product velocity and its best developers “have not written a single line of code since December” — Has AI coding reached a tipping point? That seems to be the case for Spotify at least, which shared this week during … | Blake Brittain / Reuters: |
A US jury finds Apple did not infringe Optis' 4G wireless technology patents, after two earlier trial verdicts Optis had won were overturned — Apple (AAPL.O)won a defense verdict on Thursday in a lawsuit by intellectual-property management company Optis Wireless, which had accused … | Theodore Schleifer / New York Times: |
Anthropic donates $20M to Public First, a super PAC pushing for AI guardrails and transparency in opposition to OpenAI-backed PACs, ahead of the US midterms — Anthropic and OpenAI now have their own well-funded political groups that will square off in the midterm elections over artificial intelligence safety and regulation.| Jo Constantz / Bloomberg: |
IBM says it plans to triple entry-level hiring in the US in 2026 “for all these jobs that we're being told AI can do” — International Business Machines Corp. said it will triple entry-level hiring in the US in 2026, even as artificial intelligence appears to be weighing on broader demand for early-career workers.| Maxwell Zeff / Wired: |
An interview with OpenAI President Greg Brockman on donating $50M to AI and pro-Trump super PACs, why such donations serve a larger AI mission, and more — In an interview with WIRED, Greg Brockman says supporting politicians who back AI is “bigger than the people that I happen to be employed with.”| Theo Wayt / The Information: |
| Axios: |
US DOJ antitrust chief Gail Slater says she is leaving, in a departure viewed as a victory for tech giants over some of MAGA's more populist voices — Gail Slater on Thursday said she is leaving the Justice Department, where she led the antitrust division.| Bloomberg: |
In a memo to US lawmakers, OpenAI accused DeepSeek of using distillation techniques to train the next generation of R1 and “free-ride” on leading US AI models — OpenAI has warned US lawmakers that its Chinese rival DeepSeek is using unfair and increasingly sophisticated methods … | Financial Times: |
Israeli authorities charge a reservist and a civilian for allegedly using classified information to bet on “the occurrence of military operations” on Polymarket — Civilian and reservist charged with security offences, bribery and obstructing justice after ‘red line’ crossed with online gambling| Eduardo Baptista / Reuters: |
ByteDance's new AI video generation model Seedance 2.0 goes viral in China, with one state-backed newspaper saying it is bigger than DeepSeek's “Sputnik moment” — ByteDance's new video-generating artificial intelligence model has already impressed the likes of Elon Musk and gone viral in China … | Ernesto Van der Sar / TorrentFreak: |
Anna's Archive has quietly begun releasing millions of music files from its scrape of Spotify, despite an injunction against distribution of copyrighted works — Anna's Archive is generally known as a meta-search engine for shadow libraries, helping users find pirated books and other related resources.| CNBC: |
Waymo begins deploying its next-gen Ojai robotaxis, which it says can better navigate in harsh weather, starting with employees and their guests in SF and LA — Waymo on Thursday said it has begun using its sixth-generation driverless system to provide robotaxi rides to employees on Ojai vehicles … | Chris Welch / Bloomberg: |
Sony launches the $330 WF-1000XM6 earbuds, with AI-powered beamforming mics for enhanced voice call clarity, improved ANC, and hands-free Gemini on Android — Sony Group Corp. introduced its latest pair of premium wireless earbuds, offering a retooled design and active noise cancellation … | Alexandra Alper / Reuters: |
Sources: the Trump administration has shelved tech security measures against China, including data center equipment curbs, ahead of a Trump-Xi meeting in April — The Trump administration has shelved a number of key tech security measures aimed at Beijing ahead of an April meeting between the two countries' presidents.
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| Taylor Soper / GeekWire: |
| Edward Ludlow / Bloomberg: |
| Kevin Collier / NBC News: |
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| Jonathan Weil / Wall Street Journal: |
| Bloomberg: |