Knowledge catalogue
Apple: Apple reports Q2 revenue up 17% YoY to 111.18B, vs. 109.66B est., net income up 19% to 29.6B, and authorizes an additional 100B share buyback program — March quarter records for total company r
Counterpoint Research: Apple shipped 71.6% of all smartphones with satellite connectivity in 2025; smartphones with satellite connectivity to reach 46% of global shipments by 2030 — - Driven by premiu
Anhata Rooprai / Reuters: Atlassian reports Q3 revenue up 32% YoY to 1.79B, vs. 1.69B est., and raises its annual revenue forecast; TEAM jumps 17%+ after hours — Atlassian (TEAM.O) raised its annual r
Chloe Meley / Bloomberg: European software companies, including SAP, Capgemini, Nemetschek, Hexagon, and Dassault, report better-than-expected earnings despite AI fears and the Iran war — Europe's sof
Olivia Poh / Bloomberg: GoTo reports net income of ~$15M for Q1 2026, its first ever, after job cuts and unit disposals helped Indonesia's largest internet company reduce costs — GoTo Group shares jum
Bloomberg: How Kosovo's tech industry, driven by local companies like business outsource provider SPEEEX, is helping cut youth unemployment and changing Pristina's skyline — From the rooftop terrace o
Hyonhee Shin / Bloomberg: Hyundai unveils Pleos Connect, a next-generation infotainment system with Gleo AI voice assistant, debuting in May on the new Grandeur sedan in South Korea — Hyundai Motor Co
Katie Tarasov / CNBC: Intel shares jumped 114% in April, hitting a record on April 24 and lifting its market cap past $470B, closing out the chipmaker's best month on record — Intel is on a winning st
Wired: Musk v. Altman: OpenAI lawyers claim Shivon Zilis, a longtime Musk employee and mother to four of his children, acted as a covert liaison between him and OpenAI — Messages presented at trial re
Michael Nuñez / VentureBeat: Netomi, which builds AI for enterprise customer service, raised 110M led by Accenture Ventures and signs a deal to bring its platform to Accenture clients — Netomi, the Sa
TRM Insights: North Korea-linked hackers stole ~$577M across the Drift Protocol and KelpDAO hacks in April, accounting for 76% of total crypto hack losses so far in 2026 — Key takeaways — North Korean
OpenAI: OpenAI says its models, starting with GPT-5.1, “increasingly mentioned goblins, gremlins, and other creatures”, leading to prompt instructions to mitigate it — Starting with GPT-5.1, our model
Jonathan Vanian / CNBC: Reddit reports Q1 revenue up 69% YoY to 663M vs. 611M est., DAUq up 17% to 126.8M, above est., forecasts Q2 revenue above est.; RDDT jumps 13%+ after hours — Reddit reported be
Cecilia D'Anastasio / Bloomberg: Roblox reports Q1 bookings up 43% YoY to 1.7B, vs. 1.73B est., and DAUs up 35% to 132M, below analysts' estimates of 143.8M; RBLX drops 16%+ after hours — Roblox Corp.
Todd Spangler / Variety: Roku reports Q1 revenue up 22% YoY to 1.25B, ad revenue up 27% to 613M, subscription revenue up 30%, raises 2026 profit guidance; ROKU jumps 8%+ after hours — Roku beat Wall S
Kim Jaewon / Nikkei Asia: Samsung says the memory shortage will worsen in 2027 as customers are already placing orders for that year, leading to a projected supply gap larger than 2026 — SEOUL — Samsu
Britney Nguyen / MarketWatch: Sandisk reports Q3 revenue up 251% YoY to 5.95B, vs. 4.72B est., consumer revenue below est., and forecasts Q4 revenue above est.; SNDK drops 5%+ after hours — The compan
Jason Beeferman / Politico: Sens. Kirsten Gillibrand and Dave McCormick introduce a bill banning members of the legislative and executive branches from trading on prediction markets — The bill comes t
Laura J. Nelson / Wall Street Journal: Sergey Brin-backed Building a Better California says two ballot countermeasures to the proposed wealth tax are on track to qualify for the November ballot — Two
Gabe Gurwin / GameSpot: Sony confirms that some digital PS4 and PS5 games require a one-time online license check “to confirm the game's license”, likely to combat refund scams — The problem appears t
Business Insider: Sources: Meta HR chief Janelle Gale told employees she can't rule out further layoffs; Zuckerberg said AI automation is not the driving factor behind them — - Meta previously announc
Reuters: Sources: strong AI demand in China nearly doubles prices for Nvidia's B300 servers to ~$1M each, as a crackdown on chip smuggling dries up black market supply — Strong demand for AI computing
Financial Times: Study: long-shot Polymarket bets on military action, defined as wagers of $2,500+ at odds of <35%, have an average ~52% win rate, above 25% for political bets — High rate of winning w
Jasmine Sun / New York Times: The persistent notion that AI disruption could create a permanent underclass signals how much collateral damage AI companies might tolerate in pursuit of AGI — Most peopl
Dan Mangan / CNBC: The US Senate unanimously passed a rule barring senators from trading on prediction markets like Kalshi and Polymarket, amid rising concern over insider trading — The U.S. Senate on
Reuters: Tim Cook says iPhone sales, which slightly missed Q2 estimates, were held back by chip supply constraints, as “demand was off the charts” — Apple (AAPL.O) on Thursday reported results that be
Reinhardt Krause / Investor's Business Daily: Twilio reports Q1 revenue up 20% YoY to 1.41B, vs. 1.34B est., and forecasts Q2 revenue above estimates; TWLO jumps 17%+ after hours — Twilio (TWLO) stock
Anhata Rooprai / Reuters: Western Digital reports Q3 revenue up 45% YoY to 3.34B, vs. 3.25B est., and forecasts Q4 revenue above estimates; WDC drops 7%+ after hours — Western Digital (WDC.O) forecast
Tim Harford / Financial Times: A working paper uses an LLM to analyze political discourse on X, finding that anger is the dominant emotion expressed by US users, especially those over 65 — There is a
Brock E.W. Turner / Axios: Aidoc, which provides AI medical imaging software to flag incidental findings on CT scans and X-rays, raised a 150M Series E, taking its total funding to 520M — Aidoc, a cli
Alphabet: Alphabet reports Q1 revenue up 22% YoY to 109.9B, vs. 107.2B est., and Google Cloud revenue up 63% to 20B, vs. 18.05B est.; GOOG jumps 6%+ after hours — Alphabet Announces First Quarter 2026
Todd Spangler / Variety: Alphabet reports YouTube's Q1 ad revenue rose 10.7% YoY to 9.88B, vs. 9.99B est., and Google's ad revenue reached 77.25B, up from 66.89B in Q1 2025 — Time spent viewing on You
Annie Palmer / CNBC: Amazon reports Q1 ad revenue up 24% YoY to 17.24B, vs. 16.87B est., and subscription services revenue up 15% to $13.43B — Amazon on Wednesday posted better-than-expected earnings
Quartz: AWS revenue rose 28% YoY in Q1 to 37.6B, vs. 36.64B est., its fastest growth in 15 quarters, as capital expenditure rose to 44.2B, up from 25B in Q1 2025 — AWS revenue rose 28% to 37.6 billion
The Economic Times: Bengaluru-based stock trading platform Sahi raised a 33M Series B led by Accel at a 200M valuation to expand into margin trade funding, commodities, and more — Bengaluru's Sahi, a
Dawn Lim / Bloomberg: Brookfield-backed Compass drops plans to develop 800+ acres in Virginia's 2,100-acre Digital Gateway data center corridor, sources say due to local opposition — Compass Datacente
Isabelle Bousquette / Wall Street Journal: Cash-rich AI startups fuel a boom in Manhattan's commercial real estate market; many offices have more vacant desks than workers, as startups prepare to scal
Bloomberg: Chinese regulators killed the Manus template by blocking Meta's $2B takeover in a 54-character decree, creating an uncertain era for China's growing AI industry — The AI startup Manus, once
Reuters: Cognizant agrees to acquire Astreya, which helps manage data center infrastructure, AI lab environments, and enterprise networks, for ~$600M, set to close in Q2 — Cognizant Technology (CTSH.O
Emily Nicolle / Bloomberg: Crypto payments company MoonPay acquires Israeli crypto security startup Sodot, sources say in a ~$100M all-stock deal, to launch a unit focused on institutions — MoonPay In
Sarah Perez / TechCrunch: Divine, a Vine reboot financed by Jack Dorsey-backed nonprofit “and Other Stuff” and built by an early Twitter employee, debuts with ~500K restored Vine videos — A new projec
Kelly Cloonan / Wall Street Journal: 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 — The company
Wen-Yee Lee / Reuters: Filing: TSMC sold its remaining 1.11M Arm shares at 207.65 per share for a total of ~231M this week; TSMC invested ~100M in Arm's 2023 IPO at 51 per share — Taiwan Semiconductor
Macy Meyer / CNET: Google celebrates 20 years of Translate with a new AI pronunciation practice tool for Android users in the US and India; Translate gets 1B+ queries per month — Google's new AI-power
Financial Times: 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 — The tech giant signed
Sarah Perez / TechCrunch: 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 — Google has added another 25
Patrick Coffee / Wall Street Journal: Hightouch, which uses AI to help marketers create and manage campaigns, raised 150M led by Goldman Sachs and Bain at a 2.75B valuation, up from 1.2B in 2025 — The
Bloomberg: Indonesia sentences eFishery founder Gibran Huzaifah to nine years in prison, concluding a 300M scandal that destroyed one of Southeast Asia's top startups — Indonesia handed eFishery found
Natasha Voase / Bloomberg: Knight Frank: Anthropic, OpenAI, and other AI companies have leased 1M+ square feet of London office space since the start of 2025, or ~7% of available listings — Artificial
Jason Gale / Bloomberg: Mayo Clinic researchers detail an AI system called Redmod that identified pancreatic cancer on routine CT scans an average of 475 days before clinical diagnosis — An artificial
Riley Griffin / Bloomberg: Meta raises its 2026 capex to between 125B and 145B, exceeding analysts' estimates, after previously forecasting 115B to 135B; META drops 6%+ after hours — Meta Shares Plung
Jonathan Vanian / CNBC: 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 — As Meta pumps incr
Jonathan Vanian / CNBC: 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 — Meta shares fell
Emma Roth / The Verge: Microsoft reports Q3 Xbox hardware revenue fell 33% YoY and Xbox content and services revenue, which includes Game Pass, dropped 5% YoY — Xbox hardware revenue took a 33 percent
Jordan Novet / CNBC: 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 — Microsoft issued h
Chris Welch / Bloomberg: Motorola unveils its 2026 foldables lineup, including its first book-style model, which costs 1,900; prices for clamshell models have gone up by up to 200 — The company's clam
Angel Au-Yeung / Wall Street Journal: 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 — Bi
Sofia Chierchio / Forbes: New York-based Actively, which offers AI sales agents for account management, raised a 45M Series B co-led by TCV and First Harmonic at a 250M valuation — Actively AI has rai
Charlotte Trueman / DatacenterDynamics: OpenLight, which designs custom application-specific photonic chips, raised 50M in a Series A extension, after raising 34M in August 2025 — Startup designs cust
Seema Mody / CNBC: Pentagon's Digital and AI Chief Cameron Stanley confirms the DoD is expanding its Google Gemini use, saying “overreliance on one vendor is never a good thing” — Pentagon AI chief Ca