Techmeme
May 5, 2026, 5:55 AM
 

May 5, 2026

5:55 AM  •
Alice Speri / The Guardian:  Letter: UK-based Google DeepMind workers voted to unionize with the Communication Workers Union and Unite in April, representing 1K+ staff, amid the US DOD deal
5:45 AM  •
Semiconductor Industry Association:  Global chip sales hit $298.5B in Q1 2026, up 25% from Q4 2025, and March sales were up 79.2% YoY to $99.5B, driven by strong sales in Asia and the Americas
5:35 AM  •
Kimberley Kao / Wall Street Journal:  Vodafone plans to take full ownership of its VodafoneThree joint venture with Hong Kong conglomerate CK Hutchison, which agrees to sell its 49% stake for £4.3B
3:50 AM  •
Nilay Patel / The Verge:  Q&A with Uber CEO Dara Khosrowshahi on his plan to make Uber an everything app, Uber's AI integrations, investing in autonomous cars, and more
2:25 AM  •
Bloomberg:  How Europe is falling behind in the global crypto race, as delays to the ECB's digital euro leave the bloc exposed to US-led stablecoin dominance
1:05 AM  •
@mingchikuo:  Kuo: OpenAI appears to be fast-tracking its AI agent phone with two NPUs and a custom MediaTek Dimensity 9600 SoC, targeting mass production as early as H1 2027

May 4, 2026

11:35 PM  •
Bloomberg:  Sources: Apple held exploratory talks with Intel and Apple executives visited a Samsung plant in Texas to explore producing core chips for its devices in the US
10:40 PM  •
Mike Wheatley / SiliconANGLE:  Inference cloud startup DeepInfra raised a $107M Series B co-led by 500 Global and Georges Harik, and currently supports 190+ open models, including Nemotron
9:30 PM  •
Berber Jin / Wall Street Journal:  Sources: Sam Altman discussed spinning out OpenAI's robotics and consumer hardware divisions in late 2025 to give them more room to grow; the plan was rejected
8:55 PM  •
Owen Tucker-Smith / Wall Street Journal:  As Colorado tech leaders say that burdensome regulations are driving companies away, lawmakers introduce a slimmer version of an AI anti-discrimination bill
7:45 PM  •
Peter Loftus / Wall Street Journal:  How AI is transforming the pharma industry, with most gains so far from back-office streamlining and faster manufacturing rather than breakthrough drug research
7:10 PM  •
Mike Rogoway / Oregonian:  Lattice Semiconductor agrees to acquire AMI for $1.65B in cash and stock; Georgia-based AMI provides firmware and infrastructure manageability for cloud and AI
7:05 PM  •
Olivia Poh / Bloomberg:  Grab reports Q1 revenue up 24% YoY to $955M, above est., and a $154M adjusted EBITDA, vs. $146.3M est., helped by resilient demand for ride hailing and delivery
7:00 PM  •
Diana Novak Jones / Reuters:  New Mexico child safety trial: New Mexico asks a judge to declare Meta a public nuisance and to order it to pay $3.7B and overhaul its apps to protect children
6:15 PM  •
Tanaya Macheel / CNBC:  Crypto stocks jump after lawmakers struck a compromise on the CLARITY Act to preserve stablecoin rewards under certain conditions; Circle's stock closed up ~20%
5:16 PM  •
Akash Sriram / Reuters:  Duolingo reports Q1 revenue up 27% YoY to $292M, above $288.5M est., bookings up 14% to $308.5M, and expects slower growth in Q2; DUOL drops 12%+ pre-market
5:10 PM  •
Bloomberg:  Musk v. Altman: Greg Brockman testifies that his OpenAI stake is now worth ~$30B; a Musk attorney asks why he hasn't donated $29B to OpenAI's nonprofit arm
4:46 PM  •
Jaspreet Singh / Reuters:  Palantir reports Q1 revenue up 85% YoY to $1.63B, above $1.54B est., US government revenue up 84% YoY to $687M, and US commercial revenue up 133% YoY to $595M
4:40 PM  •
Nicola M White / Bloomberg:  Elon Musk agrees to pay $1.5M to settle SEC allegations that he cheated Twitter shareholders in 2022 by failing to disclose the 5%+ stake he had in the company
4:31 PM  •
Jonathan Vanian / CNBC:  Pinterest reports Q1 revenue up 18% YoY to $1B, above $966M est., MAUs up 11% YoY to 631M, and forecasts Q2 revenue above estimates; PINS jumps 17%+ pre-market
4:10 PM  •
Tim Fernholz / TechCrunch:  Musk v. Altman: Stuart Russell, Elon Musk's only AI expert witness, warned of AI risks, but the judge excluded his concerns about AI's existential threats
3:55 PM  •
New York Times:  Sources: the Trump administration is discussing an EO to create an AI working group to examine AI oversight procedures, including vetting models before release
3:05 PM  •
New York Times:  Former Trump and Biden AI advisers Dean Ball and Ben Buchanan urge bipartisan action on AI security risks, including tighter export controls and safety audits
2:10 PM  •
Jack Clark / Import AI:  Anthropic co-founder explains why there's a 60%+ chance of AI systems autonomously building their successors by 2029 and the consequences of automated AI R&D
1:50 PM  •
Mark Gurman / Bloomberg:  Sources: Apple prepares a “Create a Pass” feature for iOS 27, which lets users take a QR code and generate a custom pass around it for concerts and other venues
1:40 PM  •
Dylan Martin / CRN:  Intel taps Alex Katouzian, an ex-Qualcomm EVP, to lead Client Computing & Physical AI group, and names Pushkar Ranade as CTO, after serving on an interim basis
1:30 PM  •
Christopher Mims / Wall Street Journal:  Ex-iRobot CEO Colin Angle launches Familiar Machines & Magic and unveils Familiar, a dog-like “emotionally intelligent” robot that reacts to an owner's feelings
1:01 PM  •
Bloomberg:  Nearly 20 US state-run health insurance exchanges include ad trackers that send user data like race and citizenship info to Meta, TikTok, Google, and others
12:55 PM  •
Suzanne McGee / Reuters:  Sources: more than two dozen prediction-market ETFs have been pushed back as the SEC seeks more information; they were originally expected to launch this week
12:45 PM  •
Subrat Patnaik / Bloomberg:  Filing: Blackstone's data center acquisition vehicle seeks to raise as much as $1.75B in its IPO, and will target newly built data centers valued at $250M-$1.5B
12:40 PM  •
Meir Orbach / CTech:  Cisco agrees to acquire Astrix Security, which helps companies monitor and control the permissions granted to AI agents, a source says for approximately $400M
12:01 PM  •
Reuters:  Investment and tech firm Long Lake says it will buy corporate travel operator Amex GBT for $6.3B, citing AI's ability to modernize the business travel sector
11:50 AM  •
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
11:45 AM  •
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
11:40 AM  •
Ellen Cushing / The Atlantic:  How “emotion AI”, the use of facial and sentiment analysis tools to track workers' moods, is seeping into white-collar jobs amid concerns over privacy and bias
11:25 AM  •
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
11:20 AM  •
Natasha Mascarenhas / Bloomberg:  Katie Haun raised $1B for two funds split between early and later-stage investments, looking at startups blending financial services, AI, and alternative assets
11:15 AM  •
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
11:05 AM  •
Ben Weiss / Fortune:  Trump's World Liberty Financial countersues Tron founder Justin Sun, alleging defamation, contract violations, and more
10:15 AM  •
Jonathan Vanian / CNBC:  The jury-less bench trial phase of Meta's child safety case in NM begins today to determine if Meta's actions were a public nuisance and warrant product changes
9:35 AM  •
Bloomberg:  eBay's stock jumps 5% to $109.33, below GameStop's $125/share acquisition offer, in a sign investors see hurdles to completing a deal; GameStop stock drops 10%
9:32 AM  •
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”
8:52 AM  •
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
8:35 AM  •
Brock E.W. Turner / Axios:  Enzo Health, whose AI tools help home health and hospice agencies automate tasks like patient intake and documentation review, raised a $20M Series A led by N47
7:35 AM  •
Choe Sang-Hun / New York Times:  How AI tools such as SuperBrain and Naver's Talking Buddy are helping South Korea's elderly ease loneliness, detect emergencies, and slow cognitive decline
6:30 AM  •
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
6:20 AM  •
Ionut Arghire / SecurityWeek:  Instructure reported a data breach on April 30; ShinyHunters adds Instructure to its victims list, claiming it has 3.65TB of data from nearly 9,000 institutions
5:45 AM  •
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”
4:55 AM  •
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
4:01 AM  •
Pieter Haeck / Politico:  Legislators and experts criticize the EU's €20B sovereign compute data center plan, questioning whether there is demand and the plan's reliance on Nvidia GPUs
2:01 AM  •
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
1:35 AM  •
Jacob Shamsian / Business Insider:  A profile of William Savitt, Sam Altman's lead lawyer against Elon Musk, who represented Twitter against Musk in 2022 and helped OpenAI's for-profit transition
1:20 AM  •
New York Times:  Chinese state media: AI-generated Chinese microdramas will be worth $3B+ in 2026, out of a $14B+ total microdrama market, boosted by AI tools like Seedance 2.0
12:55 AM  •
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
12:10 AM  •
Natsuki Yamamoto / Nikkei Asia:  Sources: SoftBank plans to make lithium- and cobalt-free data center batteries in Japan as soon as FY 2027, as Japan tries to cut its reliance on Chinese metals

May 3, 2026

11:45 PM  •
Laurie Chen / Reuters:  Beijing-based Linkerbot, which holds 80%+ of the global market in dexterous robotic hands, raised a Series B+ at a $3B valuation and seeks a $6B valuation next
11:15 PM  •
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
10:30 PM  •
Michael Acton / Financial Times:  Apple's handling of vibe coding apps draws complaints from startups like Replit and Anything, which say Apple is applying App Store rules erratically
9:01 PM  •
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
7:55 PM  •
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
6:50 PM  •
Rashi Shrivastava / Forbes:  A profile of music AI startup Suno, valued at $2.45B, has 2M+ paying users, and had $300M annualized revenue in February, as it fights record labels and artists
4:20 PM  •
Jason Lemkin / SaaStr:  A look at Atlassian's and Twilio's earnings beats: early signs of success for Atlassian's Rovo AI and Twilio becoming a picks-and-shovels layer for AI agents
1:50 PM  •
Abhishek Vishnoi / Bloomberg:  Analysis: Asian suppliers account for ~90% of Nvidia's production costs, up from ~65% in 2025, as the latest collaborations shift beyond chips into physical AI
11:20 AM  •
Financial Times:  JLL: Japan's $23B data center market is set to grow almost 50% by 2030, with 90% of sites in the Greater Tokyo and Osaka regions, as nearby residents complain
8:50 AM  •
Chavie Lieber / Wall Street Journal:  How Amazon's expansion into fashion helped Jeff Bezos enter fashion's inner circle, as he and Lauren Sánchez Bezos become underwriters for this year's Met Gala
6:20 AM  •
David Keohane / Financial Times:  Nintendo's share price has fallen by ~45% since August 2025, as rising memory chip costs drive investor concerns over profit margins for the Switch 2
3:50 AM  •
Ben Cohen / Wall Street Journal:  A profile of BlackBerry's QNX division, whose operating system controls safety features in 275M cars and accounts for half of BlackBerry's revenue
1:45 AM  •
NIST:  An evaluation by NIST's CAISI says DeepSeek V4 Pro lags behind leading US AI models by about eight months and is the most capable Chinese AI model to date
1:30 AM  •
Rachyl Jones / Semafor:  A slew of top Boston Dynamics execs have left the Hyundai-owned company in recent months, as sources say it faces pressure to speed the delivery of humanoids
1:15 AM  •
Georgia Wells / Wall Street Journal:  Sources: OpenAI employees have raised alarms internally over failures to alert law enforcement when users describe plans for real-world violence to ChatGPT
1:00 AM  •
The Economic Times:  Palo Alto Networks agrees to acquire Portkey, which develops AI gateway tech to manage and secure AI agents; sources say the deal values Portkey at $120M-$140M
12:45 AM  •
Javi West Larrañaga / Reuters:  Amadeus IT Group, which operates the world's largest travel booking system, plans to acquire French biometrics company Idemia Public Security, for €1.2B in cash

May 2, 2026

11:31 PM  •
Chase DiBenedetto / Mashable:  Ask.com shutters, as its owner IAC “continues to sharpen its focus”; a dot-com era icon, Ask Jeeves launched in 1997, a year before Google
8:40 PM  •
Sanya Mansoor / The Guardian:  Maryland becomes the first US state to ban surveillance pricing in grocery stores, as other states including CO, CA, MA, IL, and NJ consider similar bills
5:40 PM  •
Olga Kharif / Bloomberg:  Analysis: after Trump's World Liberty raised $550M from investors, tokens worth hundreds of millions in USD were privately sold in “white glove” transactions
4:05 PM  •
Reuters:  Investigation: Nobitex was founded by two brothers from Iran's elite Kharrazi family; the crypto exchange processed hundreds of millions beyond US sanctions
3:15 PM  •
Victor Swezey / Bloomberg:  A Chinese court ruled that companies cannot terminate staff just to replace them with AI, following a similar ruling by another Chinese court in December 2025
2:10 PM  •
Robert Booth / The Guardian:  Study: OpenAI's o1 correctly diagnosed 67% of emergency room patients using electronic records and a few sentences from nurses, vs. 50-55% for triage doctors
12:20 PM  •
Bloomberg:  Sources: Nigerian mobile payments service OPay is preparing for a US IPO at a $4B valuation with Citigroup, Deutsche Bank, and JPMorgan Chase advising
11:35 AM  •
The Information:  Sources: Anthropic is in early talks to buy AI inference chips from UK-based Fractile when they become available in 2027
9:45 AM  •
Bloomberg:  A look at casino-style games, considered gambling in some US states, where player “whales” spend tens of thousands via IAP on Apple, Google, and Meta platforms
6:30 AM  •
Wall Street Journal:  A profile of OpenAI CFO Sarah Friar, who sources say helped keep OpenAI's Microsoft deal on track and has privately suggested waiting until 2027 for an IPO
2:30 AM  •
New York Times:  Ripple Labs investor and exec Chris Larsen plans to spend $3.5M to help Alex Bores, a NY congressional candidate at the center of a proxy war over AI regulation
12:40 AM  •
Lauren Thomas / Wall Street Journal:  Sources: GameStop is preparing to make an offer for eBay after quietly building a stake; GameStop had a market cap of ~$11B as of May 1, while eBay had ~$45B
12:15 AM  •
Allie Garfinkle / Fortune:  Avoca, whose AI agents let physical services businesses handle inbound calls and dispatch, raised $125M+ across seed, Series A, and Series B at a $1B valuation

May 1, 2026

9:00 PM  •
Sam Tobin / Reuters:  A UK court orders Samsung to pay ZTE $392M for patents needed to enable phone network access; Samsung faces similar suits from ZTE in China, Germany, and Brazil
7:45 PM  •
Aarian Marshall / Wired:  Waymo says it is continuing to “refine” its system preventing kids under 18 from riding alone, after adult riders reported new age-verification checks
6:55 PM  •
Carl Franzen / VentureBeat:  xAI launches Grok 4.3, featuring “always-on reasoning”, 1M token context window, and low API pricing, and releases a voice cloning suite called Custom Voices
6:10 PM  •
Dan Goodin / Ars Technica:  A group sympathetic to Iran claims responsibility for DDoS attacks on Ubuntu and its parent Canonical, hampering communications about the CopyFail vulnerability
6:05 PM  •
Joe Rossignol / MacRumors:  Apple has stopped offering a 256GB storage option for the Mac mini globally; Mac mini now starts at 512GB for $799 in the US
5:50 PM  •
Lisa Richwine / Reuters:  The Academy of Motion Picture Arts and Sciences issues new rules saying acting and writing must be performed by humans and not AI to be eligible for Oscars
5:10 PM  •
Bloomberg:  Sources: Cerebras is seeking to raise as much as $4B in its IPO and is targeting a valuation of about $40B
5:05 PM  •
Taylor Lorenz / Wired:  How influencers boosting US-based AI and opposing Chinese AI are paid with money tied to Leading the Future, funded by execs from OpenAI, Palantir, a16z, others
5:00 PM  •
Ashley Carman / Bloomberg:  “Podslop” is flooding listening platforms like Spotify; Podcast Index: of ~11K new podcast feeds in a recent 9-day span, ~39% were likely for AI content shows
4:15 PM  •
Ben Shimkus / Business Insider:  Pushing back on AI job loss fears, AWS CEO Matt Garman says Amazon plans to hire 11,000 software engineering interns in 2026, a figure in line with recent years
3:35 PM  •
Emily Nicolle / Bloomberg:  Some retail traders are training AI agents to buy and sell assets on their behalf, as exchanges like Polymarket and Bybit roll out agent-friendly interfaces
3:30 PM  •
Greg Otto / CyberScoop:  The US, UK, Australia, Canada, and New Zealand publish guidance on orgs' use of agentic AI systems, saying many give AI more access than can be safely monitored
3:10 PM  •
Issie Lapowsky / Bloomberg:  The gender gap in AI use may be a matter of visibility more than usage, as data suggests women face more judgment for using AI and are less likely to admit it
2:50 PM  •
Pierluigi Paganini / Security Affairs:  The FBI warns of rising cyber cargo theft, where attackers hack freight brokers' accounts and dupe carriers; 2025 cargo theft losses in N. America rose 60% YoY
2:00 PM  •
Mark Gurman / Bloomberg:  Meta acquires Assured Robot Intelligence, a startup developing AI models for robots; Assured Robot Intelligence's team will join Meta Superintelligence Labs
1:55 PM  •
Jonathan Greig / The Record:  A bug in popular cPanel, WHM, and WP Squared software has reportedly been exploited since Feb.; CISA it gives a 9.8 CVSS score, tells agencies to patch by May 3
1:20 PM  •
Jessica Lyons / The Register:  Experts say supply chain attacks compromised SAP and Intercom npm packages, plus the PyPI package Lightning, in a campaign that calls itself Mini Shai-Hulud
1:00 PM  •
Ben Weiss / Fortune:  Fun, which builds fiat and crypto payment rails for platforms like Polymarket and Aave, raised a $72M Series A in January, co-led by Multicoin and SignalFire
10:45 AM  •
Wall Street Journal:  Sources: Coatue formed Next Frontier in 2025 to buy land for data centers; Next Frontier has a JV with neocloud Fluidstack that has raised $5.7B via junk bonds
10:10 AM  •
Mike Stone / Reuters:  The US Navy awards Domino Data Lab a contract worth up to $100M for AI software that teaches underwater drones to identify new mines in the Strait of Hormuz
10:00 AM  •
Natasha Mascarenhas / Bloomberg:  Sources: Peter Thiel's Founders Fund raised $6B for a fund to invest in later-stage companies, marking its largest haul ever; $4.5B comes from limited partners
8:50 AM  •
Lauren Forristal / TechCrunch:  Amazon debuts “Join the chat”, an AI-powered feature that lets users ask questions about products and get conversational audio responses generated in real time
8:50 AM  •
Juli Clover / MacRumors:  Tim Cook says that the Mac Studio and the Mac mini, which many are buying for AI and agentic tools, “may take several months to reach supply demand balance”
7:50 AM  •
Katrina Manson / Bloomberg:  The DOD strikes deals with AWS, Microsoft, Nvidia, Oracle, and Reflection AI to use their AI tools on classified military networks “for lawful operational use”
6:55 AM  •
Dina Bass / Bloomberg:  Cloud computing provider Nebius agrees to acquire Eigen AI, which optimizes the performance of chips that run AI inference tasks, for ~$643M in stock and cash
6:45 AM  •
Michael Acton / Financial Times:  Apple CFO Kevan Parekh says that “the iPhone 17 family is now the most popular lineup in our history” and “we believe we gained market share during the quarter”
5:00 AM  •
Evelyn Cheng / CNBC:  China's EV makers are competing on in-car AI features; ByteDance says its Doubao AI is used in 7M+ cars across 145 models, including from Mercedes, Audi, and VW
1:30 AM  •
Dan Goodin / Ars Technica:  Researchers detail CopyFail, a now-patched Linux vulnerability that lets unprivileged users gain admin access, as many distributions have yet to apply the fixes
12:10 AM  •
Zijing Wu / Financial Times:  Sources: Huawei expects AI chip revenue to hit ~$12B in 2026, up 60%+ from $7.5B in 2025, as orders for its Ascend 950PR chip surge and Nvidia stalls in China

April 30, 2026

11:20 PM  •
Wired:  Musk v. Altman: OpenAI lawyers claim Shivon Zilis, a longtime Musk employee and mother to four of his children, acted as a covert liaison between him and OpenAI
10:50 PM  •
Jasmine Sun / New York Times:  The persistent idea that AI disruption could create a permanent underclass signals how much collateral damage AI companies will tolerate in their pursuit of AGI
10:05 PM  •
Jason Beeferman / Politico:  US Senators Kirsten Gillibrand and Dave McCormick introduce a bill banning members of the legislative and executive branches from trading on prediction markets
9:25 PM  •
Mark Gurman / Bloomberg:  Apple forecasts Q3 revenue above estimates, with sales expected to rise between 14% and 17%, and says memory expenses will climb “significantly higher” in Q3
8:35 PM  •
Katie Tarasov / CNBC:  Intel's stock jumped 114% in April, hitting a record on April 24 and lifting its market cap past $470B, closing out the chipmaker's best month on record
7:55 PM  •
Anhata Rooprai / Reuters:  Western Digital reports Q3 revenue up 45% YoY to $3.34B, vs. $3.25B est., net income up 320% YoY to $3.17B, and forecasts Q4 revenue above estimates
7:50 PM  •
Britney Nguyen / MarketWatch:  Sandisk reports Q3 revenue up 251% YoY to $5.95B, vs. $4.72B est., $3.62B net income, $820M in consumer revenue, below est., and forecasts Q4 revenue above est.
6:45 PM  •
Dan Mangan / CNBC:  The US Senate unanimously passed a rule barring senators from trading on prediction markets like Kalshi and Polymarket, amid rising concern over insider trading
6:40 PM  •
Annie Palmer / CNBC:  Alphabet's stock climbed 10% on Thursday and 34% in April, its best month since 2004; Meta's stock plunged 8.5% on Thursday, its steepest drop since October
5:50 PM  •
Business Insider:  Sources: Meta HR chief Janelle Gale told employees she can't rule out further layoffs while Zuckerberg said AI automation is not the driving factor behind them
5:20 PM  •
Reinhardt Krause / Investor's Business Daily:  Twilio reports Q1 revenue up 20% YoY to $1.41B, vs. $1.34B est., net income up 350% YoY to $90.1M, and forecasts Q2 revenue above estimates; TWLO jumps 15%+
5:00 PM  •
Anhata Rooprai / Reuters:  Atlassian reports Q3 revenue up 32% YoY to $1.79B, vs. $1.69B est., net loss up 39% YoY to $98.39M, and raises its annual revenue forecast; TEAM jumps 20%+
4:55 PM  •
Reuters:  Tim Cook says iPhone sales, which slightly missed Q2 estimates, were held back by supply constraints for advanced chips, as “demand was off the charts”
4:50 PM  •
Todd Spangler / Variety:  Apple reports Q2 revenue from Services, which includes the App Store, Apple TV, Apple Music, and more, grew 16.3% YoY to $30.98B, beating estimates of $30.4B
4:45 PM  •
Jennifer Elias / CNBC:  Apple Q2: iPhone up 22% YoY to $56.99B, vs. $57.21B est., Mac up 6% YoY to $8.4B, iPad up 8% YoY to $6.91B, and Wearables, Home, and Accessories up 5% to $7.9B
4:41 PM  •
Apple:  Apple reports Q2 revenue up 17% YoY to $111.18B, vs. $109.66B est., net income up 19% YoY to $29.58B, and China revenue up 28% YoY to $20.5B, vs. $18.9B est.
4:35 PM  •
Cecilia D'Anastasio / Bloomberg:  Roblox reports Q1 bookings up 43% YoY to $1.7B, vs. $1.73B est., net loss up 15% YoY to $248M, and DAUs up 35% YoY to 132M, below 143.8M est.; RBLX drops 15%+
4:30 PM  •
Todd Spangler / Variety:  Roku reports Q1 revenue up 22% YoY to $1.25B, ad revenue up 27% YoY to $613M, subscription revenue up 30% YoY to $519M, and raises its 2026 profit guidance
4:25 PM  •
Jonathan Vanian / CNBC:  Reddit reports Q1 revenue up 69% YoY to $663M, vs. $611M est., DAUq up 17% YoY to 126.8M, above est., and forecasts Q2 revenue above est.; RDDT jumps 10%+
3:45 PM  •
TRM Insights:  North Korea-linked hackers stole ~$577M across the Drift Protocol and KelpDAO hacks from January to April, accounting for 76% of total crypto hack losses YTD
3:15 PM  •
Thomas Barrabi / New York Post:  Court filing: Meta says it might be forced to withdraw its apps from New Mexico if a state judge orders it to adopt the state's proposed safety features
3:10 PM  •
Jess Weatherbed / The Verge:  Google rolls out Gemini to cars that have Google built in, replacing Google Assistant, starting with English in the US; cars with Google first arrived in 2020
2:45 PM  •
New York Times:  Musk v. Altman: the judge told Musk's lawyer she did not want talk of AI's existential threat to seep into the trial, and to focus instead on facts about OpenAI
2:30 PM  •
Wired:  Musk v. Altman: when asked whether xAI has distilled OpenAI models, Elon Musk says the claim is “partly” true
2:20 PM  •
Bloomberg:  Meta sells $25B of investment-grade bonds, after investors placed $96B in orders for its securities; Meta sold $30B of corporate bonds in October 2025
2:00 PM  •
Bloomberg:  Sources: KKR has secured $10B+ to launch Helix Digital Infrastructure, a company led by ex-AWS CEO Adam Selipsky that will develop and operate AI infrastructure
1:40 PM  •
Rocket Drew / The Information:  Standard Intelligence, which is developing computer use AI models, raised $75M led by Sequoia and Spark at a $500M post-money valuation
1:25 PM  •
Marcus Schuler / Implicator.ai:  Anthropic's Claude Security, formerly Claude Code Security, is in public beta for Enterprise users; the Opus 4.7-powered tool can scan code for vulnerabilities
1:05 PM  •
New York Times:  Live Updates: Elon Musk Faces Contentious Questions at OpenAI Trial
12:30 PM  •
Emily Birnbaum / Bloomberg:  The US Senate Judiciary Committee endorses a child safety bill requiring AI companies to implement age verification, bar AI companions for minors, and more
12:15 PM  •
AI Security Institute:  Cybersecurity analysis: GPT-5.5 reaches a similar level of performance as Mythos Preview and is the second model to solve a multi-step cyberattack simulation
11:55 AM  •
Cate Lawrence / Tech.eu:  Serverless inference platform Featherless.ai raised a $20M Series A co-led by AMD Ventures and Airbus Ventures; the startup supports over 30,000 open models
11:35 AM  •
Sarah Perez / TechCrunch:  X says it has begun a “phased rollout” of its rebuilt ad platform, which it says will have more modern “retrieval and ranking systems” powered by AI
11:10 AM  •
Francisco Rodrigues / CoinDesk:  Bitcoin miner MARA Holdings agrees to acquire Ohio gas plant operator Long Ridge Energy & Power for $1.5B including debt, to power its AI data center expansion
10:55 AM  •
Krystal Scanlon / Digiday:  Meta introduces Meta Ads AI connectors in open beta, letting advertisers use their preferred third-party AI tools to create, manage, and analyze campaigns
10:45 AM  •
Ina Fried / Axios:  JuliaHub, which aims to use agentic coding tools to design complex products such as cars and airplanes, raised a $65M Series B led by Dorilton Capital
10:35 AM  •
Cloudflare:  Cloudflare says AI agents can now create Cloudflare accounts, start paid subscriptions, register domains, and deploy apps on behalf of users
10:30 AM  •
Jake Bleiberg / Bloomberg:  Sources: the NSA has been testing Anthropic's Mythos model to find vulnerabilities in Microsoft products and widely used software from other companies
10:10 AM  •
Samantha Kelly / Bloomberg:  Norway-founded humanoid robotics startup 1X opens a new 58,000-square-foot factory in Hayward, California, where it aims to build 100K robots by the end of 2027
9:50 AM  •
Bloomberg:  Sources: US officials are preparing a wide-ranging AI policy memo that outlines rules for national security agencies, including avoiding relying on one vendor
9:40 AM  •
Tim Culpan / Culpium:  Samsung, SK Hynix, and Micron earnings show increased DRAM prices, not shipments, indicating a focus on revenue over helping clients get the products they need
9:30 AM  •
Aisha Malik / TechCrunch:  Spotify rolls out a Verified by Spotify badge to identify human artists; criteria include artist presence on and off platform and consistent listener activity
9:25 AM  •
Jay Peters / The Verge:  Netflix rolls out a vertical video feed in its own Clips tab in Australia, Canada, India, Malaysia, Pakistan, the Philippines, South Africa, the UK, and the US
9:20 AM  •
Bloomberg:  Sources: the EU is drafting a revised Chips Act II, set for late May, that would grant it power to invest directly in large, cross-border manufacturing projects
9:11 AM  •
Michael J. de la Merced / New York Times:  Casa, which uses lidar scanners and AI to catalog homes and manage proactive maintenance alongside human workers, raised $27M, including a $20M Series A
9:02 AM  •
Isabella Simonetti / Wall Street Journal:  Sources: London-based DAZN agrees to acquire ViewLift, which builds tech for streaming services for 15 professional US sports teams and others, for ~$100M
8:55 AM  •
Bloomberg:  Polymarket partners with Chainalysis to deploy a detection model to “surface patterns consistent with insider knowledge in prediction markets” and other tools
8:25 AM  •
Patrick Sykes / Bloomberg:  Iran's internet blackout, which costs an estimated $80M per day in economic damage, is dividing its military and civilian government, which opposes the measure
8:10 AM  •
Mia Sato / The Verge:  Instagram is expanding its recommendation restrictions beyond Reels to photos and carousels, targeting accounts that post unoriginal content like tweet roundups
7:45 AM  •
Financial Times:  Study: long-shot Polymarket bets on military action, defined as $2,500+ wagers at odds of 35% or less, have a ~52% average win rate, vs. 25% for political bets
7:30 AM  •
Michael Nuñez / VentureBeat:  Netomi, which builds AI for enterprise customer service, raised $110M led by Accenture Ventures and signs a deal to bring its platform to Accenture clients
7:15 AM  •
Laura J. Nelson / Wall Street Journal:  Sergey Brin-backed Building a Better California says two ballot countermeasures to the proposed wealth tax are on track to qualify for the November ballot
7:00 AM  •
OpenAI:  OpenAI says its models, starting with GPT-5.1, “increasingly mentioned goblins, gremlins, and other creatures”, leading to prompt instructions to mitigate it
6:45 AM  •
Reuters:  Sources: strong AI demand in China nearly doubles prices for Nvidia's B300 servers to ~$1M each, as a crackdown on chip smuggling dries up black market supply
6:30 AM  •
Kim Jaewon / Nikkei Asia:  Samsung projects that the memory shortage will worsen in 2027 as customers are already placing orders for next year, leading to a wider supply gap than in 2026
6:15 AM  •
Bloomberg:  How Kosovo's tech industry, driven by local companies like business outsource provider SPEEEX, is helping cut youth unemployment and changing Pristina's skyline
6:00 AM  •
Gabe Gurwin / GameSpot:  Sony confirms some digital PS4 and PS5 games require owners to do a one-time online license check “to confirm the game's license”, likely to combat refund scams

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