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May 4, 2026, 12:15 PM
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Mediagazer
memeorandum
WeSmirchTop News
| 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, BBC, International Business Times, HotHardware, Variety, ebay Inc., Decrypt, The Verge, CNBC, MarketWatch, The Guardian, MobileSyrup, Forbes, Associated Press, Fox Business, UPI, Fast Company, GameRevolution, The National Pulse, ScreenRant, Business Insider, CBS News, Blockonomi, iPhone in Canada, MediaPost, Benzinga, New York Times, Barron's Online, Kotaku, Telegraph, Cassandra Unchained, Yahoo Finance, TheGamer, CNN, crypto.news, Polygon.com, Türkiye Today, Newser, 80 Level, Hindustan Times, Bitcoin News, Cointelegraph, IGN, ChannelX, Nintendo Life, Digital Trends, The Information, France 24, Seoul Economic Daily, Daily Sabah, Dallas Morning News, Dow Jones Newswires, The Straits Times, Pulse 2.0, Financial Times, Value Added Resource, Cord Cutters News, Bloomberg, Notebookcheck, Gamereactor UK, Bloomberg Law, PYMNTS, Fortune, and ZeroHedge News
X: @rmac18, @joshuahlipton, @mikeisaac, @mikeisaac, @ryancohen, @wallstrollup, @kobeissiletter, @reesepolitics, @danprimack, @jake__wujastyk, @jpatrades, @apompliano, @squawkcnbc, @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 ~$108, below GameStop's $125/share acquisition offer, in a sign investors see hurdles to completing a deal; GameStop stock drops 10%+ — 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: |
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
More: Fortune, The Next Web, TechCrunch, PYMNTS, Bloomberg, Financial Times, Reuters, Yahoo Finance, ZeroHedge News, Blockonomi, Crypto Briefing, crypto.news, Hellman & Friedman, Business Today, The Information, Benzinga, and The Economic Times
X: @stevehou, @stevehou, @berber_jin1, @edzitron, and @scaling01
| 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 … | 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: The Verge, Bloomberg, Business Insider, Implicator.ai, Wall Street Journal, Blockonomi, The Economic Times, Hürriyet Daily News, The Information, and Forbes
X: @zeffmax and @fredlambert
Bluesky: @rapbastardz and @radicalcompliance
| 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 … | 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.| Larry Dignan / Constellation Research: |
SAP to acquire Dremio, an open data lakehouse provider, and Prior Labs, which it pledges to invest €1B in over four years, hoping to create a frontier AI lab — SAP said it will acquire Dremio, an open data lakehouse player, in a move that aims to use SAP Business Data Cloud combine SAP data with non-SAP data.
More: SAP News Center, CRN, Techstrong.ai, Yahoo Finance, and SAP News Center
| 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 … | 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, Yahoo Finance, Tech4Gamers, Implicator.ai, Watcher Guru, South China Morning Post, and Guru3D
| 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| 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
| 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.
X: @philippanass, @jrrosenb, @deliprao, @econ_marshall, and @camkasky
Bluesky: @sixfouronea.net, @jmijin, @theahaykid, and @jacobrosenberg
| 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, Axios, Digital Music News, Implicator.ai, and Music Business Worldwide
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