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Source: Meta has decided to stop using fruit for its AI model codenames, as they didn't suit its lofty AI ambitions; its latest model was named "Watermelon" (Charles Rollet/Business Insider)

Source: Meta has decided to stop using fruit for i...

3 days ago 16 Add to circle

Sources: China has told SoftBank it will not allow the $5.4B acquisition of ABB's robotics division to go ahead; China is the division's biggest market (David Keohane/Financial Times)

Sources: China has told SoftBank it will not allow...

3 days ago 15 Add to circle

Sources: Palo Alto Networks is in talks to acquire Israeli startup Clutch Security, which develops software for tracking passwords used by AI agents, for ~$500M (Valida Pau/The Information)

Sources: Palo Alto Networks is in talks to acquire...

3 days ago 16 Add to circle

Berlin-based Pliant raised an $80M Series C led by Seaya Nova and Speedinvest, as it opens its B2B payments infrastructure to AI agents (Cristian Dina/The Next Web)

Berlin-based Pliant raised an $80M Series C led by...

3 days ago 14 Add to circle

OpenAI details a pipeline that used an upcoming cyber model to validate and patch 948 local privilege escalation vulnerabilities in Linux for $1.2M in API costs (OpenAI)

OpenAI details a pipeline that used an upcoming cy...

3 days ago 15 Add to circle

AppLovin reports Q3 revenue up 55% YoY to $2.18B, above $2.07B est., and forecasts Q4 revenue above estimates; APP surges 20%+ after hours (William Gavin/MarketWatch)

AppLovin reports Q3 revenue up 55% YoY to $2.18B, ...

3 days ago 17 Add to circle

Cat Wu, who left Anthropic last week, says she is joining OpenAI to lead product manangement for core products; Wu was the product lead for Claude Code (Stephen Council/Business Insider)

Cat Wu, who left Anthropic last week, says she is ...

3 days ago 19 Add to circle

Sources: Goldman Sachs and Apollo are in talks with investors to sell portions of SpaceX's ~$40B chip financing, asking some for up to $500M before syndication (Carmen Arroyo/Bloomberg)

Sources: Goldman Sachs and Apollo are in talks wit...

3 days ago 13 Add to circle

Sources: Anthropic and AP struck a licensing deal just before the midterms, marking the first time Anthropic paid a digital news publisher to license content (Mark Stenberg/Adweek)

Sources: Anthropic and AP struck a licensing deal ...

3 days ago 65 Add to circle

OpenAI launches Images 2.6 in ChatGPT, Codex, and the API, saying it generates images 50% faster, and adds animated GIF creation from prompts or photos (Emma Roth/The Verge)

OpenAI launches Images 2.6 in ChatGPT, Codex, and ...

3 days ago 10 Add to circle

Sources: Google DeepMind spinout Isomorphic Labs is in talks to raise ~$5B at a ~$50B valuation; the AI drug discovery startup last raised $2.1B in May (Bloomberg)

Sources: Google DeepMind spinout Isomorphic Labs i...

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Data center shares fall as investors expect slower AI buildout after Democrats win Congress; Hut 8 drops 23%, IREN 11%, Core Scientific 10%, Applied Digital 7% (Reuters)

Data center shares fall as investors expect slower...

3 days ago 11 Add to circle

Figma reports Q3 revenue up 43% YoY to $391.4M, above est., gross margin of 80%, below 81% est., and lifts its 2026 revenue outlook; FIG drops 6%+ after hours (Deborah Mary Sophia/Reuters)

Figma reports Q3 revenue up 43% YoY to $391.4M, ab...

3 days ago 14 Add to circle

Snap reports Q3 revenue up 14% YoY to $1.72B, in line with est., and DAUs up 4% to 495M, vs. 499M est.; SNAP drops 9%+ after hours (Spencer Soper/Bloomberg)

Snap reports Q3 revenue up 14% YoY to $1.72B, in l...

3 days ago 11 Add to circle

Qualcomm reports Q4 revenue down 8% YoY to $10.3B, vs. $10.1B est., and handsets revenue down 26% to $5.14B, vs. $5.25B est.; QCOM drops 5%+ after hours (Ian King/Bloomberg)

Qualcomm reports Q4 revenue down 8% YoY to $10.3B,...

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Arm reports Q2 revenue up 27% YoY to $1.44B, vs. $1.38B est., royalty revenue up 8% to $670M, vs. $720.8M est., and licensing revenue up 50% to $773M (Reuters)

Arm reports Q2 revenue up 27% YoY to $1.44B, vs. $...

3 days ago 11 Add to circle

Meta raised €9B from its debut euro bond sale that drew a record €53B of orders, paying ~1.4x the risk premium Alphabet offered for similar bonds this week (Bloomberg)

Meta raised €9B from its debut euro bond sale that...

3 days ago 6 Add to circle

Sources: Apple cut some engineers' daily AI spending cap to $200 from $300 and plans cuts to as little as $100, as cost cutting stokes staff fears of layoffs (Mark Gurman/Bloomberg)

Sources: Apple cut some engineers' daily AI spendi...

3 days ago 6 Add to circle