| Robin Wigglesworth / Financial Times: |
Cisco's stock touched a new record high of $80.25 on December 10, surpassing its previous split-adjusted high of $80.06 on March 27, 2000; CSCO is up 31.64% YTD — 🥳🥳🥳🥳🥳 — It only took 25 years, eight months and 13 days, but the stock of Cisco Systems finally hit a new record high.| Isabelle Lee / Bloomberg: |
Seagate and Western Digital, with stocks each up 200%+ in 2025, will join Nasdaq 100 before the December 22 market open; GlobalFoundries will leave the index — Six firms are set to join the Nasdaq 100 Index as part of its annual reconstitution, the benchmark's overseer said Friday.| Simon Willison / Simon Willison's Weblog: |
OpenAI quietly adopted Anthropic's “skills” mechanism in ChatGPT and Codex; ChatGPT's skills include creating and modifying spreadsheets, docx files, and PDFs — One of the things that most excited me about Anthropic's new Skills mechanism back in October is how easy it looked for other platforms to implement.| Sarah Holder / Bloomberg: |
A look at Netflix House in Philadelphia, a new 100K sq. ft. location for in-person experiences, which resembles a Disneyland attraction and a Dave & Buster's — The entertainment company's new “Netflix House” experience is bringing the brand's shows into former department stores.| Jamie Tarabay / Bloomberg: |
Sources: The Trump administration is drafting a new cyber strategy that would enlist private companies to mount offensive cyberattacks on foreign adversaries — President Donald Trump's administration is preparing to turn to private businesses to help mount offensive cyberattacks … | Financial Times: |
Sources: private capital giant Apollo Global has shorted loans and rapidly cut exposure to the enterprise software sector in 2025 amid concerns over AI threat — Private capital giant shorted loans and cut exposure to sector amid concerns over threat from AI| Ben Cohen / Wall Street Journal: |
A profile of Nex, which makes the $249 Nex Playground motion-based gaming system targeted toward kids and projects more than $150M of sales this year — How an obscure company pivoted, then pivoted again, nearly ran out of money—and built a hit product| Financial Times: |
OpenAI hopes the Disney deal boosts Sora, which has high costs and limited traction; Sensor Tower: users average 13 minutes per day on Sora vs. 90 on TikTok — Sora has struggled to build an engaged audience despite already hosting bootleg content from the Hollywood studio| Semafor: |
In a letter to the Trump administration, the GOP Senatorial Committee Chair Sen. Tim Scott said the Netflix-WBD deal raises “significant antitrust problems” — THE SCOOP — A key Republican senator Friday joined the mounting opposition in Washington to Netflix's takeover of Warner Bros. Discovery.| Mark Haranas / CRN: |
Indian IT giant TCS agrees to acquire Coastal Cloud, a Florida-based Salesforce consulting partner, for $700M, in a bid to boost its AI and US customer business — Tata Consultancy Services is buying U.S.-based Salesforce Summit Partner Coastal Cloud for $700 million to boost its global presence and AI business.| Dina Bass / Bloomberg: |
Broadcom's shares fell 11% on December 12, their biggest single-day drop since January, after the company's AI sales outlook fell short of investor expectations — Broadcom Inc., a chip company vying with Nvidia Corp. for AI computing revenue, suffered the worst stock decline in more than 10 months … | Bloomberg: |
Sources: Intel is in advanced talks to acquire AI chip startup SambaNova for about $1.6B including debt; the deal could come together as soon as next month — Intel Corp. is in advanced talks to acquire artificial intelligence chip startup SambaNova Systems Inc. for about $1.6 billion including debt …
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Box data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.| Gerrit De Vynck / Washington Post: |
Trump's AI executive order directs federal agencies to look into withholding federal funding from states passing “the most onerous and excessive laws” around AI — The new executive order comes as a growing group of Republicans criticize Trump's staunch support of the tech industry's ambitions for artificial intelligence.| Bloomberg: |
| Andrew Welsch / Barron's Online: |
Automated digital wealth management company Wealthfront's stock closed up 1.36% in its Nasdaq debut, valuing it at ~$2.7B, after raising $486M in its IPO — Wealthfront stock trades on the Nasdaq under the ticker symbol WLTH. Its IPO priced at the top of its expected range.| Loren Grush / Bloomberg: |
Internal message: SpaceX has authorized an insider share sale at $421/share, valuing the company at ~$800B, and said it's preparing for a possible IPO in 2026 — SpaceX has authorized an insider share sale that values Elon Musk's rocket and satellite maker at about $800 billion …
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| Duncan Riley / SiliconANGLE: |
| Xuedong Huang / Zoom: |
| Maggie Eastland / Bloomberg: |
| Thinking Machines Lab: |
| Stevie Bonifield / The Verge: |