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May 4, 2026, 2:10 PM
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Wall Street Journal:
Anthropic announces a JV with Blackstone, Goldman Sachs, and Hellman & Friedman that aims to sell AI tools to companies; sources: the JV is worth ~$1.5B  —  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 …
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, CNBC, ebay Inc., BBC, Dallas Business Journal, Benzinga, Gizmodo, Bloomberg, International Business Times, Variety, San Francisco Business Times, MarketWatch, HotHardware, New York Times, Decrypt, PC Gamer, Mashable, The Verge, Al Jazeera, Proactive, Retail Dive, BroBible, MobileSyrup, Inc.com, Forbes, UPI, Fox Business, Fast Company, Business Insider, MediaPost, The Guardian, Cassandra Unchained, Yahoo Finance, ScreenRant, CNN, crypto.news, Polygon.com, Türkiye Today, Newser, Blockonomi, 80 Level, Hindustan Times, Bitcoin News, Barron's Online, Kotaku, GameRevolution, iPhone in Canada, Cointelegraph, IGN, The National Pulse, ChannelX, Telegraph, Nintendo Life, Digital Trends, France 24, Daily Sabah, The Information, CBS News, Seoul Economic Daily, TheGamer, Dallas Morning News, Dow Jones Newswires, The Straits Times, Notebookcheck, Pulse 2.0, Financial Times, GamesRadar, Value Added Resource, Cord Cutters News, Gamereactor UK, Bloomberg Law, PYMNTS, Fortune, and ZeroHedge News
X: @ryancohen, @rmac18, @joshuahlipton, @danprimack, @wallstrollup, @squawkcnbc, @boilerpaulie, @swamiknows_, @mikeisaac, @buttfarm69, @mikeisaac, @reesepolitics, @jake__wujastyk, @jpatrades, @apompliano, @kobeissiletter, @deitaone, @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 5%+ to ~$109, below GameStop's $125/share acquisition offer, in a sign investors see hurdles to completing a deal; GameStop stock drops 7%+  —  Meme Stock GameStop Pitches $56 Billion eBay Takeover  —  Video Player is loading.  —  Unmute  —  Current Time 0:00 Loaded: 36.28% Playback Rate
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 …
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) is opening the supply-chain network that has powered its operations for decades to other businesses …
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 …
Kate Rooney / CNBC:
Bret Taylor's Sierra, which sells AI customer service agents, raised a $950M Series E led by Tiger and GV at a $15.8B post-money valuation, up from $10B in 2025  —  Artificial intelligence startup Sierra is raising nearly a billion dollars in a new funding round, CNBC has learned …
Christopher Mims / Wall Street Journal:
Ex-iRobot CEO Colin Angle launches Familiar Machines & Magic and unveils Familiar, a dog-like, “emotionally intelligent” robot that reacts to owner's feelings  —  The inventor behind the world-famous robot vacuum is now designing robots that form an emotional bond with their owners
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 …
Alex Bronzini-Vender / New York Magazine:
Inside Palantir Foundation's Atlantic and Pacific Forum at Yale for invited students: State Dept. and Palantir staff share a vision of mixing AI and state power  —  At a quiet conference at Yale, the company and its allies sketched a vision for AI, state power, and how to mix the two.
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%.
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
More: W, Benzinga, CoinDesk, and Al Jazeera
LinkedIn: Neil Mehta and Alan Jagolinzer
Bluesky: @chrisshank.com and @paleofuture.  Forums: Hacker News
Bloomberg:
Nearly 20 US state-run health insurance exchanges include ad trackers that send user data like race and citizenship info to companies like Meta, TikTok, Google  —  Nearly all of the 20 state-run health insurance exchanges in the US have added advertising trackers that transmit user activity …
Ben Weiss / Fortune:
Trump's World Liberty Financial countersues Tron founder Justin Sun, alleging defamation, contract violations, and more  —  One of the Trump family's biggest early crypto backers is now a foe.  In response to claims of fraud by billionaire Justin Sun, the Trump-backed crypto firm World …
Tim Bradshaw / Financial Times:
Panthalassa, which aims to power floating data centers using energy generated by ocean waves, raised $140M led by Peter Thiel, source says at a $1B valuation  —  US tech billionaire leads $140mn investment into Panthalassa as search for AI power pushes into exotic new frontiers
More: Panthalassa
Jack Clark / Import AI:
Why there is a 60%+ chance of AI systems autonomously building their own successors by the end of 2028, and a look at the consequences of fully automated AI R&D  —  The first step towards recursive self improvement  —  Welcome to Import AI, a newsletter about AI research.

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From Mediagazer

Ethan Gach / Kotaku:
Valnet agrees to a $2M settlement to end a 2023 suit accusing it of misclassifying some workers as contractors rather than full-time employees to deny them pay

Denise Petski / Deadline:
Amazon Prime Video sets November 20 for the premiere of “Melania, The Series”, the two-episode follow-up to Brett Ratner's “Melania” documentary

The Athletic:
Sources: SNY cancels Sportsnite and Baseball Night in New York and lays off much of its editorial staff; it keeps pregame and postgame shows for Mets and Jets

More News

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

Earlier Picks

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