Alphabet erases over $500 billion in market value as AI spending pushes cash flow negative
Alphabet's stock posted its biggest ever post-earnings drop after Q3 revenue missed and free cash flow turned negative amid heavy AI capex, with founders Page a
Yahoo Finance · +14 outlets
Microsoft beats estimates as Azure accelerates, but raises at least $25 billion in first US bond sale since 2017
Microsoft's Q1 results showed accelerating cloud growth even as capital expenditures of about $39.4 billion and a large new bond sale reignited investor concern
The Next Web · +14 outlets
DoorDash to acquire Instacart for about $17 billion
The cash-and-stock deal combines the two largest US on-demand delivery platforms, uniting DoorDash's restaurant takeout dominance with Instacart's grocery marke
TechCrunch · +14 outlets
Apple unveils first touchscreen MacBook Pro with PROLED XDR display, plus M6 Macs and iPad mini
Apple's 'Pro and Tell' event introduced its first touch-enabled MacBook Pro alongside M6 iMac and MacBook Pro refresh, the HomePod mini 2, and a new iPad mini,
The Verge · +14 outlets
Nvidia CEO Jensen Huang reportedly targeted by Chinese spy plot, report claims
A report alleges an executive at an Nvidia cloud partner under investigation for chip smuggling passed information to Beijing and was suspected of spying, with
Tom's Hardware · +14 outlets
Mistral releases open weights for 1 trillion-parameter Large 4 model
The French lab published weights for its Large 4 model, claiming it matches or beats top Chinese open models in coding and cybersecurity benchmarks.
The Next Web · +14 outlets
US sues Google for failing to restore employee to a similar job after military deployment
The Justice Department suit alleges Google violated federal employment protections by not returning a service member to a comparable role after deployment.
Reuters · +14 outlets
AI demand drives PCB shortage, with lead times stretching to 30 months
AI infrastructure buildouts are consuming printed circuit board manufacturing capacity once used by PC makers, pushing costs sharply higher and order books out
Tom's Hardware · +10 outlets
Microsoft and Google put off raising capex forecasts as AI build-out hits snag
Both hyperscalers reported capital expenditures that fell short of analyst estimates, adding to concerns about the cost of data center expansion.
CNBC · +14 outlets
Anthropic files S-1 showing most compute goes to R&D, not serving customers
Anthropic's IPO filing details roughly $800 billion in TPU and GPU contracts and a split of its compute bill that leans heavily toward research over serving Cla
Tom's Hardware · +8 outlets
Amazon, Uber, Instacart sue to block NYC delivery worker deactivation law
The companies argue the New York City rule governing how delivery workers can be removed from platforms is unlawful.
Reuters · +3 outlets
FCC/FTC demands surveillance pricing information from nine companies including Walmart, Uber and Delta
The FTC is seeking details on whether firms use personal data to set individualized prices for consumers.
Gizmodo · +14 outlets
Finland opens criminal probe into Google forest clearing for data centre site
Finnish authorities are investigating land clearance tied to a Google data center project following environmental complaints.
Reuters · +8 outlets
ServiceNow shares plunge 25% after earnings revive AI disruption fears
The enterprise software vendor posted its worst trading day ever after underwhelming third-quarter results stoked worries about AI pressuring its business model
CNBC · +11 outlets
SpaceX buying out 418 homes near AI data center, but only from residents who drop lawsuit
The reported buyout targets an entire neighborhood near SpaceX's flagship AI data center while excluding those pursuing noise pollution complaints.
Tom's Hardware · +8 outlets
Hackers leak identities of more than 40,000 DHS employees
Bluesky blocked links to the leaked dataset naming thousands of ICE agents and other Homeland Security staff as the government sought takedowns.
Text · +10 outlets
Google's Gemini 4 Carbon tops Artificial Analysis intelligence index and vulnerability benchmarks
The new Gemini model ranks first on Artificial Analysis's intelligence index and leads benchmarks for finding, exploiting and patching vulnerabilities.
Artificialanalysis · +1 outlets
DOJ reportedly probes Nvidia over $13 billion Hugging Face acquisition
Regulators are examining whether the deal would harm competition in AI and pressure customers.
Tom's Hardware · +1 outlets