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Sources: the White House opposes Anthropic's plan to expand access to Mythos to 70 additional companies and organizations because of concerns about security (Wall Street Journal)

Sources: the White House opposes Anthropic's plan ...

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Digital advertising is booming for Google and Meta, helped by AI tools used for language translation, real-time changes to ad copy, and easier ad targeting (New York Times)

Digital advertising is booming for Google and Meta...

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Massachusetts-based brain implant company Axoft raised a $55M Series A and says it tested its device in a Shanghai patient, with plans for more trials in China (Bloomberg)

Massachusetts-based brain implant company Axoft ra...

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Samsung reports Q1 revenue up 69% YoY to ~$90.2B, vs. ~$89.4B est., and operating profit up 756% to ~$38.5B, vs. ~$37.2B est., driven by AI-linked memory demand (Dylan Butts/CNBC)

Samsung reports Q1 revenue up 69% YoY to ~$90.2B, ...

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Sources: SoftBank plans to create an AI and robotics company called Roze in the US to build data centers and list it as early as 2026, seeking a $100B valuation (Financial Times)

Sources: SoftBank plans to create an AI and roboti...

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Musk v. Altman: Elon Musk says he was a "fool" for backing OpenAI, accusing Altman and Brockman of manipulating him into donating tens of millions of dollars (Angel Au-Yeung/Wall Street Journal)

Musk v. Altman: Elon Musk says he was a "fool" for...

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Sources: Anthropic has begun weighing a new funding round at a $900B+ valuation, after previously resisting investor proposals at an $800B+ valuation (Bloomberg)

Sources: Anthropic has begun weighing a new fundin...

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Meta says Q1 family daily active people fell 20M QoQ to 3.56B, vs. 3.62B est., due to internet disruptions in Iran and WhatsApp access restrictions in Russia (Jonathan Vanian/CNBC)

Meta says Q1 family daily active people fell 20M Q...

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Alphabet reports Q1 revenue up 22% YoY to $109.9B, vs. $107.2B est., Google Cloud revenue up 63% to $20B, vs. $18.05B est., net income up 81% to $62.58B (Alphabet)

Alphabet reports Q1 revenue up 22% YoY to $109.9B,...

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Google says paid subscriptions reached 350M in Q1, up 25M QoQ, driven by YouTube and Google One, while Gemini Enterprise paid MAUs grew 40% QoQ (Sarah Perez/TechCrunch)

Google says paid subscriptions reached 350M in Q1,...

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eBay reports Q1 revenue up 19% YoY to $3.09B, vs. $3.04B est., net income up 2% to $512M, GMV up 18% to $22.2B, and forecasts Q2 revenue above estimates (Kelly Cloonan/Wall Street Journal)

eBay reports Q1 revenue up 19% YoY to $3.09B, vs. ...

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AWS revenue rose 28% YoY in Q1 to $37.6B, vs. $36.64B est., its fastest growth in 15 quarters, as capital expenditures rose to $44.2B, up from $25B in Q1 2025 (Quartz)

AWS revenue rose 28% YoY in Q1 to $37.6B, vs. $36....

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Qualcomm reports Q2 revenue down 3% YoY to $10.6B and says a top hyperscaler is on track to begin using its chips later this year; QCOM jumps 7%+ after hours (Ian King/Bloomberg)

Qualcomm reports Q2 revenue down 3% YoY to $10.6B ...

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Microsoft reports Q3 Xbox hardware revenue fell 33% YoY and Xbox content and services revenue, which includes Game Pass, dropped 5% YoY (Emma Roth/The Verge)

Microsoft reports Q3 Xbox hardware revenue fell 33...

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Google has told employees in a memo that it "proudly" works with the US military and will continue to do so, amid opposition from some staff over DOD contracts (Financial Times)

Google has told employees in a memo that it "proud...

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Meta reports Reality Labs Q1 revenue of $402M, vs. $488.8M est., and a $4.03B operating loss, vs. $4.82B est.; Reality Labs has $80B+ in losses since late 2020 (Jonathan Vanian/CNBC)

Meta reports Reality Labs Q1 revenue of $402M, vs....

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Microsoft's Q3 Intelligent Cloud revenue was $34.68B vs. $34.27B est., with Azure and other cloud services surging 40% YoY; Microsoft 365 Copilot has 20M+ seats (Jordan Novet/CNBC)

Microsoft's Q3 Intelligent Cloud revenue was $34.6...

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Meta raises its 2026 capital expenditures to between $125B and $145B, far exceeding analysts' estimates, after previously forecasting $115B to $135B (Riley Griffin/Bloomberg)

Meta raises its 2026 capital expenditures to betwe...

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