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May 14, 2026, 2:30 AM
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| Jordan Novet / CNBC: |
Cisco reports Q3 revenue up 12% YoY to $15.84B, vs. $15.56B est., raises its FY 2026 AI orders forecast, and is cutting ~4,000 jobs; CSCO jumps 19%+ after hours — Cisco shares soared 17% in extended trading on Wednesday after the networking company issued results and guidance that topped Wall Street's projections.
More: Cisco Blogs, Cisco, Benzinga, Silicon Valley Business …, Business Today, Bloomberg, The Register, Network World, MarketWatch, Fox Business, Telecompaper, Reuters, SFGATE, HealthcareInfoSecurity.com, CNBC, San Francisco Chronicle, U.S. Home, Originally Reported …, Investor's Business Daily, The Information, Tech in Asia, People Matters, SiliconANGLE, CRN, Constellation Research, Yahoo Finance, Seeking Alpha, Business Insider, Bloomberg Television on YouTube, Reuters, Barron's Online, and Blockonomi
X: @layoffai, @edzitron, @thetranscript_, @danielnewmanuv, @brettkessler__, @stevejang, @cisco, @divestech, @trmnl_data, @edludlow, @neilksethi, @rogoswami, @beffjezos, and @thetranscript_
Forums: r/antiwork, r/StockMarket, and r/technology
| Carl Franzen / VentureBeat: |
Anthropic unveils Claude Agent SDK credits for paid plans, which users can allocate for programmatic use 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 and XDA Developers
X: @claudedevs, @theo, @kunchenguid, @benhylak, @jeremyphoward, @benhylak, @omarsar0, @claudedevs, @quinnypig, @austen, @shoyer, @lydiahallie, @0xgaut, @theo, @banteg, @lydiahallie, @theo, @jinjingliang, @nickadobos, @mattyp, @alexalbert__, @noahzweben, @jconorgrogan, @claudedevs, @weswinder, @daniellefong, @austen, @mattpocockuk, @claudedevs, @theo, @brennerspear, @josevalim, @theo, @andersonbcdefg, and @theo. Threads: @ericflo
Forums: r/ZedEditor, r/ClaudeAI, r/conductorbuild, r/ClaudeAI, and r/ClaudeCode
| Jordan Novet / CNBC: |
Cerebras priced its IPO at $185 per share, above the expected range of $150 to $160, raising at least $5.55B and valuing it at $56.4B fully diluted — Cerebras Systems, a maker of artificial intelligence chips, priced its IPO at $185 a share on Wednesday, above the expected range, according to a person with knowledge of the matter.
More: Bloomberg, The Economic Times, Reuters, Financial Times, SiliconANGLE, Crunchbase News, Cerebras, and Barchart.com
| 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.
More: Windows Blog, Engadget, PCWorld, Neowin, and Thurrott
X: @microsoftedge, @davetaylor, and @microsoftedge
| Reuters: |
LinkedIn says it has “implemented organizational changes”; source: LinkedIn plans to cut ~5% of its 17,500 full-time workers and focus on business growth areas — LinkedIn planned to inform staff of layoffs on Wednesday, two people familiar with the matter told Reuters, in a widening of technology sector cuts this year.
More: Bloomberg, SiliconANGLE, Digit, Quartz, People Matters, Fast Company, The American Bazaar, Barchart.com, Inc.com, Business Insider, International Business Times, PYMNTS, San Francisco Chronicle, Silicon Valley Business …, Gizmodo, Tech in Asia, The Tech Portal, San Francisco Business Times, Reuters, GeekWire, Neowin, Irish Independent, Stocktwits, Business Insider, Yahoo Finance, RTÉ, The Next Web, and Seeking Alpha
X: @mikeisaac, @layoffai, @joinblind, @quinnypig, @mikeisaac, @layoffai, @layoffai, and @joinblind. LinkedIn: Brody Ford. Bluesky: @carnage4life
Forums: r/technology, r/Layoffs, and Slashdot
| AI Security Institute: |
Mythos Preview is the first AI model to complete both of AISI's cyber ranges, which measure models' cyberattack capabilities; GPT-5.5 solved only one of them — 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: The Register, XBOW, CyberScoop, and The Information
| 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 … | 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, Forbes, Social Media Today, Euronews, The Independent, Tubefilter, PYMNTS, PCMag, and CNET
| Gyana Swain / CSO: |
Microsoft unveils MDASH, a security system that orchestrates 100+ AI agents to find vulnerabilities, and says it identified 16 previously unknown Windows flaws — The agentic tool, codenamed MDASH, will open to enterprise customers in private preview in June.| Lucas Ropek / TechCrunch: |
Anthropic launches Claude for Small Business, featuring a host of automated services like bookkeeping functions, business insights, and tools for ad campaigns — Anthropic is looking to court smaller companies. To that end, the company announced Wednesday the launch of Claude for Small Business …
More: Anthropic, SiliconANGLE, Implicator.ai, 9to5Mac, Thurrott, The Deep View, Crypto Briefing, Canva, PYMNTS, Inc, Fast Company, and The Verge
X: @stocksavvyshay. LinkedIn: Rachel Brender Ziv, James Barrese, Adam Ward, and Duncan Lennox. Forums: Hacker News
| Carmen Arroyo / Bloomberg: |
Sources: Apollo Global, Morgan Stanley, and others are testing Grok internally as part of xAI's finance sector push, but financiers are rarely using it for work — Elon Musk's xAI has recruited multiple Wall Street firms with ties to the billionaire's business empire to test its Grok chatbot …
More: PYMNTS, Tech in Asia, and WeRSM
| Reuters: |
Sources: the US 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 has been made so far …
More: Seoul Economic Daily, Semafor, and Mercury News
| Zac Hall / 9to5Mac: |
Instagram rolls out Instants, which lets users share ephemeral photos, as an in-app feature and as a standalone Android and iOS app in select countries — Meta just launched a brand new iPhone app called Instants. Built around ephemeral photo sharing, the new social media app is also the latest Instagram feature.
More: Instagram, Meta Newsroom, Business Standard, Moneycontrol, Digit, Mashable, BMI, Tech Times, Inc.com, Wired, PetaPixel, Digital Trends, Social Media Today, Pulse 2.0, WeRSM, CNET, WLTX-TV, MacRumors, iClarified, iPhone in Canada, Business Insider, Droid Life, Engadget, The Verge, TechCrunch, and USA Today
X: @muerteyromance, @me____likex, @me____likex, @popbase, @todd_possum, @me____likex, @me____likex, @arishouses, @locketcamera, @me____likex, @aboutsaez, @fonsmans, and @me____likex. LinkedIn: Josh Phillips
| Emma Roth / The Verge: |
Netflix says its ad tier now has 250M monthly active viewers, up from 94M in 2025, and is expanding to 15 new countries, as it tests an ad personalization tool — The streaming service's ad-supported tier now reaches 250 million viewers each month. … For the second year in a row …
More: Variety, 9to5Mac, Gizmodo, BMI, Tech Times, Deadline, TheStreet, Screen, Cord Cutters News, Mediaweek, Media Play News, and The Wrap
| 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 Economic Times, The Information, and GeekWire
| Marina Temkin / TechCrunch: |
Canadian legaltech company Clio says its ARR has reached $500M, citing demand for its AI services; it was valued at $5B 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.| Aisha S Gani / Bloomberg: |
Riyadh-based Stitch, which develops software for banks and financial services companies, raised a $25M Series A led by a16z, its first investment in the Gulf — Andreessen Horowitz is making its first investment in the Gulf with a fundraise for a Saudi startup, as investors continue to sign deals despite the US-Israel war on Iran.| Invest Like The Best on YouTube: |
Q&A with Anthropic CFO Krishna Rao on the “cone of uncertainty” in AI, allocating compute, returns to frontier intelligence, platform vs. application, and more — In this episode of Invest Like The Best, Patrick O'Shaughnessy sits down with Anthropic CFO Krishna Rao … | Kenza Bryan / Financial Times: |
Sources: climate watchdog SBTi drops proposed rules that would limit tech companies' claims that gas-fueled data centers are covered by clean energy investments — Corporate climate watchdog drops stricter proposal on net zero claims after heavy lobbying — Tech groups including Meta … | 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
| Maggie Eastland / Bloomberg: |
OpenAI says it would support a global AI governance body that is led by the US and includes China as a member, similar to the International Atomic Energy Agency — OpenAI would support the creation of a global governance body for artificial intelligence led by the US and including China as a member …
More: Fox Business
| Katherine Bindley / Wall Street Journal: |
ZipRecruiter: IT and CS job postings are up 14.2% YoY in April; entry-level roles fell from 8.1% a year ago to 7.4%, while senior roles grew from 38.8% to 43.1% — Layoffs keep coming but there's still a market for higher-grade talent to harness agents — It should be a tough … | Jared Perlo / NBC News: |
OpenEvidence, an AI-powered medical search tool, says it's used by two-thirds of US physicians, or ~650K doctors, and an additional 1.2M doctors internationally — 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.| Lily Hay Newman / Wired: |
Meta debuts Incognito Chat in WhatsApp and the Meta AI app, letting users talk to Meta AI without Meta being able to access the conversations — The company says its new Incognito Chat allows you to use its AI chatbot without anyone else—including Meta—being able to access your conversations.
More: Meta Newsroom, WhatsApp Blog, TechCrunch, Business Standard, BMI, Reuters, Mashable, Social Media Today, The Economic Times, GSMArena.com, Gizmodo, CNET, MacRumors, Pulse 2.0, iClarified, 9to5Mac, CyberInsider, TestingCatalog AI News, BBC, Digital Trends, iPhone in Canada, The Decoder, Thurrott, Android Authority, WeRSM, Dallas Express, Premium Times Nigeria, The Next Web, PCMag, FoneArena.com, Quartz, Harper Carroll AI on YouTube, Help Net Security, The Tech Portal, Firstpost, Digit, Moneycontrol, Associated Press, The Indian Express, Engadget, HardwareZone Singapore, and Gadgets 360
X: @whatsapp, @wabetainfo, and @alexandr_wang
LinkedIn: Jesse Jisu Kim, Jesin James, and Ankit Goyal
Bluesky: @carnage4life and @caseynewton
Threads: @zuck, @vishalshahis, @fredbenenson, @chriswelch, @chriscox, @zuck, and @zuck
| 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
| 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.Sponsor Posts
Subquadratic:
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Cape:
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Zoho:
Meet Zoho Social MCP: Your AI assistant can now help run social media — Social media management has come a long way from simply publishing posts.Today, marketers are expected to create content …
Meet Zoho Social MCP: Your AI assistant can now help run social media — Social media management has come a long way from simply publishing posts.Today, marketers are expected to create content …
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.Featured Podcasts
Channels with Peter Kafka:
Joanna Stern on the New Siri, OpenAI's Weird Gadget, and Life After the Wall Street Journal
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
Subscribe to Channels with Peter Kafka.
Big Technology Podcast:
Here's How The AI Bubble Bursts — With Paul Kedrosky
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
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Invest Like the Best:
Eric Vishria - A Decade of Lessons Investing in Software & Hardware
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
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The Talk Show With John Gruber:
'Getting the Snack Right', With Chance Miller
The director's commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
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Grit:
Booking.com CEO on AI and the Future of Travel
Grit explores what it takes to create, build and scale world-class organizations.
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Tools and Weapons with Brad Smith:
Connecting the Unconnected: Doreen Bogdan-Martin
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
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