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Marvell and Flex, a contract manufacturer for electronics, will join the S&P 500; MRVL jumps 6%+ after hours after closing down 16.74% amid a broader sell-off (Kif Leswing/CNBC)

Marvell and Flex, a contract manufacturer for elec...

2 weeks ago 7 Add to circle

Source: OpenAI and White House are discussing a government stake in the company, to seed something like the "Public Wealth Fund" that OpenAI outlined earlier (CNBC)

Source: OpenAI and White House are discussing a go...

2 weeks ago 8 Add to circle

Sources: Apollo and Blackstone finalized a $35B package for Anthropic to lease TPUs; Broadcom is backstopping payments on the debt's largest senior portions (Bloomberg)

Sources: Apollo and Blackstone finalized a $35B pa...

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Trump signs a national security memorandum seeking to "accelerate the use of AI across intelligence and warfighting domains in line with American values" (Reuters)

Trump signs a national security memorandum seeking...

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US-traded chipmakers plunged on Friday, after Broadcom missed expectations; Nvidia fell 6.19%, Micron fell 13.25%, AMD fell 10.86%, and Broadcom 7.92% (Noel Randewich/Reuters)

US-traded chipmakers plunged on Friday, after Broa...

2 weeks ago 6 Add to circle

Bitcoin falls below $60K, its lowest level since October 2024, amid a record streak of bitcoin ETF outflows following Strategy's bitcoin sale (CNBC)

Bitcoin falls below $60K, its lowest level since O...

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Sources: AI coding startup Lovable is in talks to raise funding at a $12B valuation, up from $6.6B in December 2025 (Rashi Shrivastava/Forbes)

Sources: AI coding startup Lovable is in talks to ...

2 weeks ago 6 Add to circle

Filing: Google has agreed to pay SpaceX $920M a month for access to Nvidia chips as part of a cloud-services deal that runs through mid-2029 (Lynn Doan/Bloomberg)

Filing: Google has agreed to pay SpaceX $920M a mo...

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Sources: Revolut is looking to run a secondary share sale that would value it at $115B, after receiving a UK bank license and applying for a charter in the US (Bloomberg)

Sources: Revolut is looking to run a secondary sha...

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President Trump says he is weighing proposals for the US government to partner with major AI companies, and will soon discuss the idea with their executives (Bloomberg)

President Trump says he is weighing proposals for ...

2 weeks ago 4 Add to circle

Sources: Meta is exploring a stock offering to raise tens of billions of dollars to fund AI capital expenditures, following Google's record $85B share deal (Financial Times)

Sources: Meta is exploring a stock offering to rai...

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Sources say xAI used Claude models for distillation and training, including using personal accounts and the intermediary service Blackbox AI after being cut off (Grace Kay/The Information)

Sources say xAI used Claude models for distillatio...

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The largest US banks plan to launch a tokenized deposit network in 2027 to connect traditional payment rails with the infrastructure that digital assets run on (Wall Street Journal)

The largest US banks plan to launch a tokenized de...

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Over 20 EU news publishers file a claim seeking €640M+ from Google following an EU decision that lets anyone harmed by Google's ad market abuse seek damages (Charlotte Tobitt/Press Gazette)

Over 20 EU news publishers file a claim seeking €6...

2 weeks ago 4 Add to circle

The NY State legislature passes a one-year moratorium on new large data centers, the first statewide ban of its kind if Governor Kathy Hochul signs it into law (Lauren Feiner/The Verge)

The NY State legislature passes a one-year morator...

3 weeks ago 7 Add to circle

Filing: Reid Hoffman, who has served on Microsoft's board since 2017, will not stand for re-election at the company's 2026 annual meeting (Todd Bishop/GeekWire)

Filing: Reid Hoffman, who has served on Microsoft'...

3 weeks ago 9 Add to circle

Sources: SpaceX prepares the largest retail allocation ever attempted in a megacap IPO, seeking to reserve as much as 25% of its $75B float for retail investors (Financial Times)

Sources: SpaceX prepares the largest retail alloca...

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In an internal message, Satya Nadella rebuked an internal memo that said Microsoft needs to "make people addicted" to its new AI agent product called Scout (Aaron Holmes/The Information)

In an internal message, Satya Nadella rebuked an i...

3 weeks ago 6 Add to circle