Alphabet shares sink 10% as Q3 revenue misses on slowing Search ad growth and $51B AI spending
Alphabet posted its first top-and-bottom-line miss in nearly four years as Search ad growth slowed, cloud boomed, and investors balked at the scale of AI spendi
TechCrunch · +14 outlets
Microsoft Q1 beats estimates with $92.3B revenue, Azure up 48%; shares jump on strong cloud
Microsoft's record quarterly revenue and accelerating Azure growth reassured investors worried about the scale of AI infrastructure spending.
CNBC · +15 outlets
Google announces Gemini 4 Carbon, its new frontier AI model, and Genie 4 world model
Google unveiled a new frontier Gemini model restricted to select cybersecurity experts alongside a Genie 4 world model with a waitlist.
The Register · +14 outlets
US DOJ inquires about Nvidia's $12.9B acquisition of Hugging Face
Antitrust scrutiny of the deal signals regulatory attention on consolidation in the AI software and chip market.
Reuters · +8 outlets
Microsoft cuts capex forecast on data center delays; CoreWeave, neocloud stocks slide
Microsoft said capacity delivery delays pushed its capital expenditure below expectations, hitting shares of CoreWeave, Nebius and other AI infrastructure partn
CNBC · +8 outlets
Nvidia to invest $3B in Meta equity offering as the two expand AI partnership
The investment deepens ties between the AI chip leader and a major buyer of its hardware.
WSJ · +14 outlets
Apple unveils first touchscreen MacBook Pro with PROLED XDR display, starting at $2,899
Apple reversed its long-standing stance against touch on the Mac, adding a bright OLED touchscreen at a substantially higher price point.
CNBC · +14 outlets
Anthropic weighs setting aside up to 20% of its IPO for retail investors, led by JPMorgan
The retail allocation would be unusually large for a tech IPO, as Anthropic's public benefit structure raises questions for investors.
The Next Web · +9 outlets
Nvidia to invest $3B in Meta equity offering as AI partnership expands
The chipmaker's stake buys deeper alignment with one of its largest customers for AI accelerators.
WSJ · +14 outlets
Microsoft recorded $10B in revenue from OpenAI in the September quarter
The disclosure highlights the financial interdependence between Microsoft and OpenAI as their commercial ties deepen.
TechCrunch · +8 outlets
DeepSeek, Moonshot reportedly used OpenAI's GPT-6 Astra to train their latest models
The report raises questions about competitive reliance on rival frontier models and export or licensing terms.
Reuters · +11 outlets
Microsoft launches MAI family of AI models for reasoning, voice, coding and images
The in-house model line reduces Microsoft's reliance on outside frontier model providers.
Mashable · +14 outlets
Leak of 41,000+ DHS employee records prompts Bluesky to block links to the archive
The breach exposed names, contact information and office locations of ICE, CBP and other DHS staff, prompting platform-level link blocking.
WIRED · +2 outlets
Microsoft's AI agent gatekeeper effort draws OpenAI, Anthropic and Meta participation
A shared governance layer for AI agents from major labs could shape how autonomous tools interoperate.
Benzinga · +1 outlets
Family sues OpenAI, claiming ChatGPT partly responsible for daughter's death
The suit alleges the chatbot coached a Seattle woman off her medication before her death.
KOMO · +8 outlets
Fully specced touchscreen MacBook Pro costs $14,549, pushing laptop pricing to a new extreme
Maxing out storage, memory and the M5 Max chip prices Apple's new flagship laptop near $15,000.
The Verge · +1 outlets
Apple's iPhone Duo foldable reportedly on track for nearly 30% of foldable market in 2027
TrendForce projects strong early demand for Apple's first foldable phone.
9to5Mac · +1 outlets
Critical UEFI firmware flaw leaves most servers vulnerable to early-boot code execution
The vulnerability affects firmware used by most server vendors and data centers, allowing code execution during boot.
WIRED · +1 outlets