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May 14, 2026, 10:40 AM
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| Jordan Novet / CNBC: |
Cisco reports Q3 revenue up 12% YoY to $15.84B, above $15.56B est., raises its FY 2026 AI orders forecast, and is cutting fewer than 4,000 jobs; CSCO jumps 15%+ — Cisco shares soared 15% after the networking company issued results and guidance that topped Wall Street's projections on Wednesday after the bell.
More: TechCrunch, Cisco Blogs, Cisco, Moneycontrol, Tech Monitor, ZeroHedge News, Bloomberg, Fast Company, Benzinga, TechRadar, The Tech Portal, Siebert Blog, Reuters, Yahoo Finance, diginomica, HealthcareInfoSecurity.com, The Register, The Motley Fool, Silicon Valley Business …, Seoul Economic Daily, Business Today, Network World, People Matters, Fox Business, Tech in Asia, Dow Jones Newswires, San Francisco Chronicle, SiliconANGLE, SFGATE, Originally Reported …, U.S. Home, The Information, CRN, Business Insider, Bloomberg Television on YouTube, Seeking Alpha, Investor's Business Daily, Constellation Research, Reuters, CNBC, The Stack, Morningstar, Barron's Online, and Blockonomi
X: @layoffai, @edzitron, @neilksethi, @danielnewmanuv, @stevejang, @rogoswami, @beffjezos, @divestech, @brettkessler__, @edludlow, @cisco, @thetranscript_, @trmnl_data, and @thetranscript_. LinkedIn: Sujith Joseph
Forums: r/antiwork, r/technology, and r/StockMarket
| Reuters: |
Sources: the US has cleared ~10 Chinese companies, including Alibaba, Tencent, ByteDance, and JD.com, to buy Nvidia H200 chips, but no deliveries have been made — The U.S. has cleared around 10 Chinese firms to buy Nvidia's second-most powerful AI chip, the H200, but not a single delivery …
More: Ars Technica, Engadget, New York Times, The Information, Yahoo Finance, PC Gamer, Neowin, The Next Web, Blockonomi, Benzinga, CGTN, CNBC, Sherwood News, Seoul Economic Daily, Semafor, and China Money Network
X: @chrisrmcguire, @kristinaparts, and @reuterstech
Forums: r/AMD_Stock and r/NVDA_Stock
| Wall Street Journal: |
Foxconn reports Q1 revenue up 29% YoY to ~$67B and net profit up 19% YoY to ~$1.6B, meeting est., as it boosts AI server production, its largest revenue source — Cloud and networking products—including AI servers—remained the company's largest revenue contributor
More: Reuters, BusinessDay, Focus Taiwan, MacDailyNews, Dow Jones Newswires, and The Economic Times. X: @dnystedt
| Emma Roth / The Verge: |
Microsoft updates Edge with new AI features, including letting Copilot gather information from open tabs and use browsing history for more relevant answers — The new features include AI podcasts, summaries, and quizzes based on what you're browsing.| Jordan Novet / CNBC: |
Cerebras prices its IPO at $185 per share, above the expected range of $150 to $160 per share, raising $5.55B and valuing it at $56.4B on a fully diluted basis — Cerebras Systems, a maker of artificial intelligence chips, priced its IPO at $185 a share on Wednesday, above the expected range …
More: Silicon Republic, DatacenterDynamics, CoinDesk, Financial Times, Benzinga, Wall Street Journal, Blockonomi, Bloomberg, Fast Company, Yahoo Finance, Reuters, Implicator.ai, The Next Web, The Economic Times, Cerebras, SiliconANGLE, and Crunchbase News
X: @altcap, @tuttlecapital, @cryptohayes, @tw1nkd3str0yer, @firstadopter, and @mtslive. Forums: r/wallstreetbets
| Wired: |
As Meta prepares to lay off ~10% of its staff on May 20, sources say morale is low, and it moved 1,000+ engineers to an AI unit to build generative AI models — Next week, Meta is cutting about 10 percent of its staff. WIRED spoke with more than a dozen current and former employees …
More: Moneycontrol, Futurism, and TechRadar
Bluesky: @brbarrett, @shiraovide, and @parismarx.com
Forums: Hacker News, r/technology, and Slashdot
| AI Security Institute: |
Claude Mythos Preview is the first AI model to complete both of AISI's cyber ranges, which measure AI models' cyberattack capabilities; GPT-5.5 solved only one — In February 2026, we internally estimated that the length of cyber tasks AI models could complete had doubled every 4.7 months since late 2024 …
More: Metacurity, The Register, Axios, XBOW, Digit, ITPro, SecurityWeek, Help Net Security, The Decoder, and CyberScoop
X: @logangraham, @aisecurityinst, @mooncat_is, @deanwball, @iruletheworldmo, @koltregaskes, @aisecurityinst, @andrewcurran_, @chatgpt21, @matthewclifford, @arozenshtein, @newton_cheng, @aisecurityinst, @daniel_mac8, @sammcallister, @giansegato, @scaling01, @bcherny, @emollick, @emollick, @boazbaraktcs, and @xbow
Bluesky: @timkellogg.me and @davidcrespo
| Carl Franzen / VentureBeat: |
Anthropic unveils Claude Agent SDK credits for paid plans, which users can allocate for programmatic usage of third-party agents like OpenClaw, starting June 15 — Good news, OpenClaw fans — you can once again use your Claude AI subscription to power the hit, open source, autonomous AI agentic harness!
More: Claude, Axios, The Decoder, and XDA Developers
X: @claudedevs, @alexalbert__, @noahzweben, @lydiahallie, @theo, @claudedevs, @kunchenguid, @benhylak, @jeremyphoward, @omarsar0, @claudedevs, @benhylak, @quinnypig, @austen, @claudedevs, @lydiahallie, @weswinder, @austen, @theo, @mattpocockuk, @brennerspear, @jinjingliang, @michaelarnaldi, @mattyp, @elvissun, @dexhorthy, @andersonbcdefg, @claudedevs, @theo, @voooooogel, @aarondfrancis, @claudedevs, @nickadobos, @daniellefong, @0xgaut, @banteg, @josevalim, @shoyer, @jconorgrogan, @theo, @theo, and @theo. Threads: @ericflo
Forums: r/ZedEditor, r/ClaudeAI, r/conductorbuild, r/ClaudeAI, and r/ClaudeCode
| Zac Hall / 9to5Mac: |
Spotify says it will adopt Apple's HTTP Live Streaming tech later in 2026, helping Spotify creators distribute video podcast shows on Apple Podcasts and Spotify — Spotify is making two video podcast announcements today, including one related to Apple's big video podcast enhancement.| Max A. Cherney / Reuters: |
Filing: Jensen Huang's foundation bought $108.3M worth of AI computing time from CoreWeave and is donating it to universities and other nonprofit institutes — The foundation of Nvidia (NVDA.O) CEO Jensen Huang and his wife, Lori, is buying computing time from CoreWeave (CRWV.O) …
More: The Information and Benzinga
| Jess Weatherbed / The Verge: |
AT&T, T-Mobile, and Verizon sign an “agreement in principle” to form a joint venture that aims to end wireless dead zones in the US, without giving many details — A new joint venture has been proposed to pool spectrum resources and improve satellite capacity.| Ivan Mehta / TechCrunch: |
Wirestock, which says it provides multi-modal data to six of the largest foundation AI labs, raised a $23M Series A, bringing its total funding to $26M — In the past few years, creative marketplaces and platforms have realized that they are sitting on a data goldmine … | Aisha Malik / TechCrunch: |
TikTok launches TikTok GO in the US for users to book hotels, attractions, and experiences directly in the app, partnering with Booking.com, Expedia, and others — TikTok announced on Tuesday that it's launching TikTok GO, a way for users to discover and book hotels, attractions, and experiences directly within its app.
More: TikTok, Tech Times, Mashable, Forbes, Euronews, Social Media Today, The Independent, Tubefilter, PYMNTS, and PCMag
| Sam Rutherford / Engadget: |
Motorola Razr Fold review: good performance and screen, great battery life, sharp cameras, and stylus support, but heavier than the Z Fold 7 and lackluster AI — rating : 8.8 / 10 — Big, bright screens - Great battery life - Surprisingly sharp cameras - Native stylus support - Good performance
More: HotHardware, CNET, ZDNET, Ars Technica, 9to5Google, Android Authority, Bloomberg, Digital Trends, The Shortcut, Mashable, and Trak.in
| Kenrick Cai / Reuters: |
Musk v. Altman filing: Sam Altman holds $2B+ in stakes in companies that have done business with OpenAI, including a $1.7B stake in fusion startup Helion Energy — OpenAI Chief Executive Sam Altman holds more than $2 billion in companies that have done business with the artificial intelligence company …
More: Fortune, Moneycontrol, and Blockonomi
| Bloomberg: |
More: Crypto Briefing, CNBC, GeekWire, and The Tech Portal
| Tim Craig / Washington Post: |
Gallup: 70% of Americans oppose local data center construction, citing water and electricity issues, with opposition higher among Democrats than Republicans — The survey found that Republicans and Democrats are uncomfortable living near a data center, but opposition is especially intense among Democrats.
More: Tom's Hardware, The Register, Benzinga, Bisnow, The Hill, Semafor, CNET, NewsMax.com, Forbes, and Techstrong IT
Bluesky: @mamasissiesays, @johngramlich, @moreperfectunion, @johngramlich, and @kostyack
| Connor Hart / Wall Street Journal: |
Klarna reports Q1 revenue up 44% YoY to $1.01B, above est., GMV up 33% to $33.7B, active customers up 20% to 119M, and a $1M profit, up from a $99M loss YoY — The buy now, pay later company said first-quarter revenue jumped 44% to $1.01 billion — Klarna swung to a profit in the first quarter …
More: Barron's Online, Blockonomi, RTÉ, and Bloomberg
| Wall Street Journal: |
Zhaopin: Chinese graduates returning home from abroad rose 12% YoY in 2025, fueling Beijing's plans to take on Silicon Valley; China is offering big incentives — More Chinese nationals who return home after working in the U.S., called ‘sea turtles,’ are fueling Beijing's efforts to take on Silicon Valley| Subrat Patnaik / Bloomberg: |
Blackstone Digital Infrastructure Trust raised $1.75B in its US IPO, selling 87.5M shares for $20 each, and plans to acquire data centers worth $250M to $1.5B — Blackstone Digital Infrastructure Trust Inc. raised $1.75 billion in a US initial public offering, as investors' appetite …
More: Barchart.com
| Alex Heath / Sources: |
Sources: Google plans to announce a new Gemini model at its I/O conference next week; the model will land roughly in the class of GPT-5.5, but short of Mythos — Sources say that Google plans to announce a new Gemini model at its annual I/O conference on Tuesday.
More: The Defense Post, PC Gamer, TestingCatalog AI News, and Digital Trends
| Jared Perlo / NBC News: |
OpenEvidence, an AI-powered medical search engine, says ~65% of US physicians, or ~650K doctors, and another 1.2M doctors internationally use its services — OpenEvidence, an AI-powered medical search tool, has become a fast friend to America's doctors and is now used by nearly two-thirds of physicians.| Reuters: |
Sources: Microsoft is in discussions to acquire LLM developer Inception; SpaceX also courted Inception, which is looking for a price of over $1B — Microsoft (MSFT.O) is shopping for artificial-intelligence startups as the software company prepares for a future independent of its once-vital partner OpenAI …
More: The Next Web, Neowin, The Economic Times, and The Information
| Marina Temkin / TechCrunch: |
Canadian legaltech company Clio says its ARR has reached $500M, citing demand for its AI tools; Clio had a $5B valuation after a $500M Series G in November 2025 — While AI is now being applied to everything from healthcare to customer support, no single use case has yet been nearly as popular or lucrative as code writing.
More: Benzinga
| Nikkei Asia: |
LY Corp launches a bid with Bain Capital to buy Kakaku.com, which operates restaurant review and booking site Tabelog, for $4B, challenging EQT's $3.75B offer — TOKYO — The operator of the Line messaging app and web portal Yahoo Japan said on Thursday it has launched a counterbid for Japan's Kakaku.com …
More: Reuters
| Reuters: |
The UK CMA launches an antitrust investigation into Microsoft's business software dominance, focusing on its bundling of Windows, Word, Teams, and other apps — Britain launched an antitrust investigation into Microsoft's (MSFT.O) dominance in business software that could lead to targeted action … Sponsor Posts
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