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May 14, 2026, 9:40 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 ~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: Cisco Blogs, Cisco, Moneycontrol, Tech Monitor, Fast Company, Benzinga, Bloomberg, TechRadar, The Tech Portal, Siebert Blog, Reuters, diginomica, Yahoo Finance, The Motley Fool, HealthcareInfoSecurity.com, The Register, Network World, Silicon Valley Business …, Seoul Economic Daily, Business Today, 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, @divestech, @edzitron, @trmnl_data, @thetranscript_, @edludlow, @neilksethi, @danielnewmanuv, @brettkessler__, @stevejang, @rogoswami, @cisco, @beffjezos, and @thetranscript_. LinkedIn: Sujith Joseph
Forums: r/antiwork, r/technology, and r/StockMarket
| 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: Ars Technica, CNBC, Engadget, The Information, New York Times, Yahoo Finance, Neowin, Benzinga, PC Gamer, CGTN, The Next Web, Dow Jones Newswires, The Asia Business Daily, Sherwood News, Barron's Online, China Money Network, Seoul Economic Daily, Semafor, Politico, Silicon Valley Business …, and Fox Business
X: @chrisrmcguire, @kristinaparts, and @reuterstech
Forums: r/AMD_Stock and r/NVDA_Stock
| Jordan Novet / CNBC: |
Cerebras prices its IPO at $185 per share, above the expected range of $150 to $160 per share, 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 …
More: The Information, Reuters, DatacenterDynamics, CoinDesk, Silicon Republic, Financial Times, Wall Street Journal, Fast Company, Bloomberg, Yahoo Finance, The Next Web, Reuters, The Economic Times, Cerebras, SiliconANGLE, Crunchbase News, and The Circuit
X: @altcap, @tuttlecapital, @cryptohayes, @tw1nkd3str0yer, @firstadopter, and @mtslive. Forums: r/wallstreetbets
| 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.| 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| AI Security Institute: |
Mythos Preview is the first AI model to complete both of the 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, Axios, The Register, XBOW, Help Net Security, ITPro, SecurityWeek, The Decoder, and CyberScoop
X: @logangraham, @aisecurityinst, @mooncat_is, @deanwball, @iruletheworldmo, @koltregaskes, @aisecurityinst, @matthewclifford, @andrewcurran_, @chatgpt21, @aisecurityinst, @arozenshtein, @newton_cheng, @daniel_mac8, @sammcallister, @giansegato, @scaling01, @bcherny, @emollick, @emollick, @boazbaraktcs, and @xbow. Bluesky: @davidcrespo
| 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, Axios, The Decoder, and XDA Developers
X: @claudedevs, @alexalbert__, @noahzweben, @lydiahallie, @theo, @claudedevs, @kunchenguid, @benhylak, @jeremyphoward, @omarsar0, @claudedevs, @benhylak, @claudedevs, @quinnypig, @austen, @claudedevs, @lydiahallie, @weswinder, @austen, @theo, @mattpocockuk, @brennerspear, @jinjingliang, @michaelarnaldi, @mattyp, @elvissun, @dexhorthy, @andersonbcdefg, @claudedevs, @theo, @voooooogel, @aarondfrancis, @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 for video podcasts later in 2026, helping creators distribute podcasts on Apple Podcasts and Spotify — Spotify is making two video podcast announcements today, including one related to Apple's big video podcast enhancement.| 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: @kostyack
| 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 aiming 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.
More: Bloomberg, PhoneArena, Advanced Television, Dow Jones Newswires, and Telecompaper
| Wired: |
As Meta prepares to lay off ~10% of its staff on May 20, sources say morale is low, and Meta forcibly moved 1,000+ engineers to an AI unit to build GenAI 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 and Futurism
| 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 … | 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
| 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 camera, and native stylus support, but heavier than 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: ZDNET, Ars Technica, 9to5Google, The Verge, Android Authority, Bloomberg, Digital Trends, The Shortcut, Mashable, and Trak.in
| 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, RTÉ, Blockonomi, and Bloomberg
| 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, Digital Trends, PC Gamer, and TestingCatalog AI News
| 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
| 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.| 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 … | 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
More: Rest of World
| Jared Perlo / NBC News: |
OpenEvidence, an AI-powered medical search tool, says two-thirds of US physicians, or ~650K doctors, and 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.| Subrat Patnaik / Bloomberg: |
Blackstone Digital Infrastructure Trust raised $1.75B in its US IPO, selling 87.5M shares at $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: Yahoo Finance, Fortune India, and Reuters
| Kurt Wagner / Bloomberg: |
Meta President Dina Powell McCormick is traveling with President Trump on his China trip and met King Charles III, indicating she is Meta's new global emissary — The social media company's vice chair is part of the group traveling with Trump to China … Tech Across the Globe
More: The Information, The Daily Upside, and CBS News
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