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May 4, 2026, 10:35 AM
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Mediagazer
memeorandum
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| Lauren Thomas / Wall Street Journal: |
GameStop makes an unsolicited ~$56B offer to buy eBay after building a ~5% stake, offering $125/share in cash and stock, a ~20% premium on May 1's closing price — EBay said Monday its board and financial advisers would review GameStop's unsolicited proposal
More: Reuters, HotHardware, Decrypt, The Verge, BBC, The Guardian, Associated Press, CNBC, ebay Inc., Fast Company, Variety, Business Insider, The National Pulse, ScreenRant, MediaPost, Blockonomi, CBS News, iPhone in Canada, Kotaku, Benzinga, New York Times, Yahoo Finance, Barron's Online, Telegraph, France 24, CNN, Cointelegraph, Bloomberg, IGN, Cassandra Unchained, TheGamer, crypto.news, Polygon.com, Türkiye Today, Newser, 80 Level, Hindustan Times, Bitcoin News, ChannelX, Nintendo Life, Digital Trends, The Information, Dallas Morning News, Seoul Economic Daily, Daily Sabah, Dow Jones Newswires, The Straits Times, Pulse 2.0, Gamereactor UK, Financial Times, Notebookcheck, Value Added Resource, Cord Cutters News, PYMNTS, Bloomberg Law, Fortune, and ZeroHedge News
X: @ryancohen, @kobeissiletter, @reesepolitics, @jake__wujastyk, @jpatrades, @apompliano, @deitaone, @boilerpaulie, @swamiknows_, @buttfarm69, @parikpatelcfa, @shieldmetax, and @gatorgar
LinkedIn: Andrew Nemeth and Lauren Thomas
Bluesky: @petertl, @thereverended, @angrydonkeynews, and @wario64. Mastodon: @newsguyusa@flipboard.social
Forums: r/MediaMergers, r/gme_meltdown, r/DeepFuckingValue, r/GME, r/Superstonk, r/technology, and r/StockMarket
| Bloomberg: |
eBay's stock jumps 4%+ to ~$109, below GameStop's $125/share acquisition offer, in a sign investors see hurdles to completing a deal; GameStop's stock drops ~4% — Meme Stock GameStop Pitches $56 Billion eBay Takeover — Video Player is loading. — Unmute — Current Time 0:00 Loaded: 36.28% Playback Rate| Wall Street Journal: |
Sources: Anthropic is finalizing a deal for a $1.5B JV with Blackstone, Goldman Sachs, Hellman & Friedman, and others to sell AI tools to PE-backed companies — Anthropic, Blackstone and Hellman & Friedman each expected to invest around $300 million; Goldman Sachs also an investor| Seth Fiegerman / Bloomberg: |
Source: OpenAI has raised $4B+ at a $10B pre-money valuation for The Deployment Company, a new joint venture that will aim to help businesses adopt OpenAI tools — OpenAI has raised more than $4 billion for a new joint venture that will focus on helping businesses adopt its artificial intelligence software …
More: The Decoder
| Reuters: |
Cerebras seeks a valuation of up to $26.62B in its US IPO, aiming to raise $3.5B by selling 28M shares at $115 to $125 apiece in its second attempt to go public — Nvidia-rival Cerebras is seeking a valuation of as much as $26.62 billion in its U.S. initial public offering … | Ashley Capoot / CNBC: |
Filing: Elon Musk texted Greg Brockman about settling days before trial; after being denied, he said Brockman and Altman “will be the most hated men in America” — Two days before Elon Musk's multi-billion-dollar lawsuit against OpenAI was slated to head to trial …
More: Bloomberg, Business Insider, Wall Street Journal, Implicator.ai, The Economic Times, Blockonomi, Forbes, Hürriyet Daily News, and The Information
Bluesky: @rapbastardz and @radicalcompliance
| Financial Times: |
Sources: some lenders are exploring private deals to sell their data center debt, and some banks are seeking to offload their Oracle-linked loans at a discount — Global lenders explore private deals and risk transfers to cut exposure to AI boom — Banks are hunting for new ways … | Ionut Arghire / SecurityWeek: |
Instructure reported a data breach on April 30; ShinyHunters added Instructure to its victims list and claims it has 3.65TB of data from ~9K institutions — Hackers disrupted services and stole names, email addresses, student ID numbers, and user messages.
More: BleepingComputer and Security Boulevard
| Wall Street Journal: |
An analysis of 1.6M Polymarket accounts since November 2022: 0.1% of users get 67% of the profits, with the highest-frequency traders seeing the most success — A WSJ analysis shows a small number of accounts on Polymarket and Kalshi—often pros using data-driven algorithmic trading—take home most of the winnings| Deborah Sophia / Reuters: |
Amazon debuts Supply Chain Services, which lets companies use its logistics network to move, store, and deliver everything from raw materials to final products — Amazon.com (AMZN.O) said on Monday it was rolling out “Amazon Supply Chain Services”, opening up its logistics network for other businesses to use.| Anton Shilov / Tom's Hardware: |
Jensen Huang said Nvidia's market share of AI accelerators in China has “now dropped to zero” and that the US' export policy “has already largely backfired” — US export restrictions bite. … Nvidia CEO Jensen Huang said that the company's market share of AI accelerators in China has now dropped to 0%.
More: YouTube, Implicator.ai, Watcher Guru, South China Morning Post, and Guru3D
| Choe Sang-Hun / New York Times: |
How AI tools such as SuperBrain and Naver's Talking Buddy are helping South Korea's elderly ease loneliness, detect emergencies, and slow cognitive decline — In the world's fastest aging society, artificial intelligence is being used to make care calls to older adults who live alone and to fight dementia.
More: Newser
| Laurie Chen / Reuters: |
Beijing-based Linkerbot, which holds 80%+ of the global market in dexterous robotic hands, raised a Series B+ at a $3B valuation and seeks a $6B valuation next — Chinese robotics startup Linkerbot, the global market leader in highly dexterous robotic hands for humanoids …
More: Semafor, Business Today, and The Next Web
| Jonathan Vanian / CNBC: |
The jury-less bench trial phase of Meta's child safety case in NM begins today to determine if Meta's actions were a public nuisance and warrant product changes — Meta is back in a New Mexico courthouse on Monday as part of an ongoing child safety case that could determine whether the company …
More: Reuters, KOB.com, Associated Press, The Next Web, MediaNama, and Tech in Asia
| Terrence O'Brien / The Verge: |
Music streaming services are adapting to the flood of AI-generated music by labeling, not recommending, and demonetizing tracks, using detection tools, and more — The use of generative AI in pop music started almost as a gimmick. There was a sense of experimentalism to 2018's I AM AI … | Rashi Shrivastava / Forbes: |
More: Billboard, Digital Music News, Implicator.ai, and Music Business Worldwide
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Rebecca Rubin / Variety:Rebecca Rubin / Variety:
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