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4 May 2026

Crypto stocks jump after lawmakers struck a compromise on the CLARITY Act to preserve stablecoin rewards under certain conditions; Circle's stock closed up ~20% (Tanaya Macheel/CNBC)

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Tanaya Macheel / CNBC: Crypto stocks jump after lawmakers struck a compromise on the CLARITY Act to preserve stablecoin rewards under certain conditions; Circle's stock closed up ~20% — Shares of Circ

Duolingo reports Q1 revenue up 27% YoY to 292M, vs. 288.5M est., bookings up 14% to $308.5M, and expects slower growth in Q2; DUOL drops 12%+ after hours (Akash Sriram/Reuters)

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Akash Sriram / Reuters: Duolingo reports Q1 revenue up 27% YoY to 292M, vs. 288.5M est., bookings up 14% to $308.5M, and expects slower growth in Q2; DUOL drops 12%+ after hours — Duolingo (DUOL.O) po

Elon Musk agrees to pay $1.5M to settle SEC allegations that he cheated Twitter shareholders in 2022 by failing to disclose the 5%+ stake he had in the company (Nicola M White/Bloomberg)

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Nicola M White / Bloomberg: Elon Musk agrees to pay $1.5M to settle SEC allegations that he cheated Twitter shareholders in 2022 by failing to disclose the 5%+ stake he had in the company — Elon Musk

Ex-iRobot CEO Colin Angle launches Familiar Machines & Magic and unveils Familiar, a dog-like, 'emotionally intelligent' robot that reacts to owner's feelings (Christopher Mims/Wall Street Journal)

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Christopher Mims / Wall Street Journal: Ex-iRobot CEO Colin Angle launches Familiar Machines & Magic and unveils Familiar, a dog-like, “emotionally intelligent” robot that reacts to owner's feelings —

Filing: Blackstone's data center acquisition vehicle seeks to raise as much as 1.75B in its IPO, and will target newly built data centers valued at 250M-$1.5B (Subrat Patnaik/Bloomberg)

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Subrat Patnaik / Bloomberg: Filing: Blackstone's data center acquisition vehicle seeks to raise as much as 1.75B in its IPO, and will target newly built data centers valued at 250M-1.5B — Blackstone D

Grab reports Q1 revenue up 24% YoY to 955M, above est., and a 154M adjusted EBITDA, vs. $146.3M est., helped by resilient demand for ride hailing and delivery (Olivia Poh/Bloomberg)

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Olivia Poh / Bloomberg: Grab reports Q1 revenue up 24% YoY to 955M, above est., and a 154M adjusted EBITDA, vs. $146.3M est., helped by resilient demand for ride hailing and delivery — Grab Holdings L

How AI is transforming the pharma industry, with most gains so far from back-office streamlining and faster manufacturing rather than breakthrough drug research (Peter Loftus/Wall Street Journal)

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Peter Loftus / Wall Street Journal: How AI is transforming the pharma industry, with most gains so far from back-office streamlining and faster manufacturing rather than breakthrough drug research — D

How AI tools such as Naver's Talking Buddy and SuperBrain are helping South Korea's elderly ease loneliness, detect emergencies, and slow cognitive decline (Choe Sang-Hun/New York Times)

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Choe Sang-Hun / New York Times: How AI tools such as Naver's Talking Buddy and SuperBrain are helping South Korea's elderly ease loneliness, detect emergencies, and slow cognitive decline — In the wor

How 'emotion AI', the use of facial and sentiment analysis tools to track workers' moods, is seeping into white-collar jobs amid concerns over privacy and bias (Ellen Cushing/The Atlantic)

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Ellen Cushing / The Atlantic: How “emotion AI”, the use of facial and sentiment analysis tools to track workers' moods, is seeping into white-collar jobs amid concerns over privacy and bias — The good

Inference cloud startup DeepInfra raised a $107M Series B co-led by 500 Global and Georges Harik; it currently supports more than 190 open models (Mike Wheatley/SiliconANGLE)

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Mike Wheatley / SiliconANGLE: Inference cloud startup DeepInfra raised a 107M Series B co-led by 500 Global and Georges Harik; it currently supports more than 190 open models — Dedicated inference clo

Inside Palantir Foundation's Atlantic and Pacific Forum at Yale for invited students: State Dept. and Palantir staff share a vision of mixing AI and state power (Alex Bronzini-Vender/New York Magazine)

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Alex Bronzini-Vender / New York Magazine: Inside Palantir Foundation's Atlantic and Pacific Forum at Yale for invited students: State Dept. and Palantir staff share a vision of mixing AI and state pow

Instructure reported a data breach on April 30; ShinyHunters added Instructure to its victims list and claims it has 3.65TB of data from ~9K institutions (Ionut Arghire/SecurityWeek)

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Ionut Arghire / SecurityWeek: Instructure reported a data breach on April 30; ShinyHunters added Instructure to its victims list and claims it has 3.65TB of data from ~9K institutions — Hackers disrup

Intel taps Alex Katouzian, an ex-Qualcomm EVP, to lead Client Computing & Physical AI group, and names Pushkar Ranade as CTO, after serving on an interim basis (Dylan Martin/CRN)

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Dylan Martin / CRN: Intel taps Alex Katouzian, an ex-Qualcomm EVP, to lead Client Computing & Physical AI group, and names Pushkar Ranade as CTO, after serving on an interim basis — With the hiring of

Investment and tech firm Long Lake says it will buy corporate travel operator Amex GBT for $6.3B, citing AI's ability to modernize the business travel sector (Reuters)

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Reuters: Investment and tech firm Long Lake says it will buy corporate travel operator Amex GBT for $6.3B, citing AI's ability to modernize the business travel sector — Investment and technology firm

Jensen Huang said Nvidia's market share of AI accelerators in China has 'now dropped to zero' and that US export policy 'has already largely backfired' (Anton Shilov/Tom's Hardware)

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Anton Shilov / Tom's Hardware: Jensen Huang said Nvidia's market share of AI accelerators in China has “now dropped to zero” and that US export policy “has already largely backfired” — US export restr

Katie Haun raises $1B for two funds split between early and later-stage investments, looking at startups blending financial services, AI, and alternative assets (Natasha Mascarenhas/Bloomberg)

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Natasha Mascarenhas / Bloomberg: Katie Haun raises $1B for two funds split between early and later-stage investments, looking at startups blending financial services, AI, and alternative assets — Kati

Lattice Semiconductor agrees to acquire AMI for $1.65B in cash and stock; Georgia-based AMI provides firmware and infrastructure manageability for cloud and AI (Mike Rogoway/Oregonian)

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Mike Rogoway / Oregonian: Lattice Semiconductor agrees to acquire AMI for 1.65B in cash and stock; Georgia-based AMI provides firmware and infrastructure manageability for cloud and AI — Hillsboro-bas

Legislators and experts criticize the EU's €20B sovereign compute data center plan, questioning whether there is demand and the plan's reliance on Nvidia GPUs (Pieter Haeck/Politico)

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Pieter Haeck / Politico: Legislators and experts criticize the EU's €20B sovereign compute data center plan, questioning whether there is demand and the plan's reliance on Nvidia GPUs — Critics argue

Musk v. Altman: Greg Brockman testifies that his OpenAI stake is now worth ~30B; a Musk attorney asks why he hasn't donated 29B to OpenAI's nonprofit arm (Bloomberg)

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Bloomberg: Musk v. Altman: Greg Brockman testifies that his OpenAI stake is now worth ~30B; a Musk attorney asks why he hasn't donated 29B to OpenAI's nonprofit arm — OpenAI co-founder and President G

Nearly 20 US state-run health insurance exchanges include ad trackers that send user data like race and citizenship info to companies like Meta, TikTok, Google (Bloomberg)

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Bloomberg: Nearly 20 US state-run health insurance exchanges include ad trackers that send user data like race and citizenship info to companies like Meta, TikTok, Google — Nearly all of the 20 state-

New Mexico child safety trial: New Mexico asks a judge to declare Meta a public nuisance and to order it to pay $3.7B and overhaul its apps to protect children (Diana Novak Jones/Reuters)

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Diana Novak Jones / Reuters: New Mexico child safety trial: New Mexico asks a judge to declare Meta a public nuisance and to order it to pay $3.7B and overhaul its apps to protect children — The U.S.

Palantir reports Q1 revenue up 85% YoY to 1.63B, vs. 1.54B est., US government revenue up 84% to 687M, and US commercial revenue up 133% to 595M (Jaspreet Singh/Reuters)

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Jaspreet Singh / Reuters: Palantir reports Q1 revenue up 85% YoY to 1.63B, vs. 1.54B est., US government revenue up 84% to 687M, and US commercial revenue up 133% to 595M — Palantir Technologies (PLTR

Panthalassa, which aims to power floating data centers using energy generated by ocean waves, raised 140M led by Peter Thiel, source says at a 1B valuation (Tim Bradshaw/Financial Times)

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Tim Bradshaw / Financial Times: Panthalassa, which aims to power floating data centers using energy generated by ocean waves, raised 140M led by Peter Thiel, source says at a 1B valuation — US tech bi

Pinterest reports Q1 revenue up 18% YoY to 1B, vs. 966M est., MAUs up 11% YoY to 631M, and forecasts Q2 revenue above estimates; PINS jumps 17%+ after hours (Jonathan Vanian/CNBC)

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Jonathan Vanian / CNBC: Pinterest reports Q1 revenue up 18% YoY to 1B, vs. 966M est., MAUs up 11% YoY to 631M, and forecasts Q2 revenue above estimates; PINS jumps 17%+ after hours — Pinterest reporte

SAP to acquire Dremio, an open data lakehouse provider, and Prior Labs, which it pledges to invest €1B in over four years, hoping to create a frontier AI lab (Larry Dignan/Constellation Research)

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Larry Dignan / Constellation Research: SAP to acquire Dremio, an open data lakehouse provider, and Prior Labs, which it pledges to invest €1B in over four years, hoping to create a frontier AI lab — S

Sources: Apple held exploratory talks with Intel and its executives visited a Samsung plant in Texas to explore producing core chips for its devices in the US (Bloomberg)

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Bloomberg: Sources: Apple held exploratory talks with Intel and its executives visited a Samsung plant in Texas to explore producing core chips for its devices in the US — Apple Inc. has held explorat

Sources: Apple prepares a 'Create a Pass' feature for iOS 27, which lets users take a QR code and generate a custom pass around it for concerts and other venues (Mark Gurman/Bloomberg)

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Mark Gurman / Bloomberg: Sources: Apple prepares a “Create a Pass” feature for iOS 27, which lets users take a QR code and generate a custom pass around it for concerts and other venues — Apple Inc. i

Sources: more than two dozen prediction-market ETFs have been pushed back as the SEC seeks more information; they were originally expected to launch this week (Suzanne McGee/Reuters)

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Suzanne McGee / Reuters: Sources: more than two dozen prediction-market ETFs have been pushed back as the SEC seeks more information; they were originally expected to launch this week — More than two

Sources: Sam Altman discussed spinning out OpenAI's robotics and consumer hardware divisions in late 2025 to give them more room to grow; the plan was rejected (Berber Jin/Wall Street Journal)

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Berber Jin / Wall Street Journal: Sources: Sam Altman discussed spinning out OpenAI's robotics and consumer hardware divisions in late 2025 to give them more room to grow; the plan was rejected — Comp

Sources: SoftBank plans to make lithium- and cobalt-free data center batteries in Japan as soon as FY 2027, as Japan tries to cut its reliance on Chinese metals (Natsuki Yamamoto/Nikkei Asia)

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Natsuki Yamamoto / Nikkei Asia: Sources: SoftBank plans to make lithium- and cobalt-free data center batteries in Japan as soon as FY 2027, as Japan tries to cut its reliance on Chinese metals — TOKYO

Sources: some lenders are exploring private deals to sell their data center debt, and some banks are seeking to offload their Oracle-linked loans at a discount (Financial Times)

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Financial Times: Sources: some lenders are exploring private deals to sell their data center debt, and some banks are seeking to offload their Oracle-linked loans at a discount — Global lenders explor

Trump's World Liberty Financial countersues Tron founder Justin Sun, alleging defamation, contract violations, and more (Ben Weiss/Fortune)

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Ben Weiss / Fortune: Trump's World Liberty Financial countersues Tron founder Justin Sun, alleging defamation, contract violations, and more — One of the Trump family's biggest early crypto backers is

3 May 2026

A look at Atlassian and Twilio earnings beats, with early signs of Atlassian's AI response success and Twilio becoming a picks-and-shovels layer for AI agents (Jason Lemkin/SaaStr)

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Jason Lemkin / SaaStr: A look at Atlassian and Twilio earnings beats, with early signs of Atlassian's AI response success and Twilio becoming a picks-and-shovels layer for AI agents — So this week two

A profile of BlackBerry's QNX division, whose operating system controls safety features in 275M cars and accounts for half of BlackBerry's revenue (Ben Cohen/Wall Street Journal)

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Ben Cohen / Wall Street Journal: A profile of BlackBerry's QNX division, whose operating system controls safety features in 275M cars and accounts for half of BlackBerry's revenue — John Wall has spen

A profile of music AI startup Suno, valued at ~2.5B with 2M+ paying users and 300M annualized revenue as of February, as it battles record labels and artists (Rashi Shrivastava/Forbes)

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Rashi Shrivastava / Forbes: A profile of music AI startup Suno, valued at ~2.5B with 2M+ paying users and 300M annualized revenue as of February, as it battles record labels and artists — The music AI

A slew of top Boston Dynamics execs have left the Hyundai-owned company in recent months, as sources say it faces pressure to speed the delivery of humanoids (Rachyl Jones/Semafor)

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Rachyl Jones / Semafor: A slew of top Boston Dynamics execs have left the Hyundai-owned company in recent months, as sources say it faces pressure to speed the delivery of humanoids — In recent months

Amadeus IT Group, which operates the world's largest travel booking system, plans to acquire French biometrics company Idemia Public Security, for €1.2B in cash (Javi West Larrañaga/Reuters)

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Javi West Larrañaga / Reuters: Amadeus IT Group, which operates the world's largest travel booking system, plans to acquire French biometrics company Idemia Public Security, for €1.2B in cash — Spanis

An evaluation by NIST's CAISI says DeepSeek V4 Pro lags behind leading US AI models by about eight months and is the most capable Chinese AI model to date (NIST)

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NIST: An evaluation by NIST's CAISI says DeepSeek V4 Pro lags behind leading US AI models by about eight months and is the most capable Chinese AI model to date — In April 2026, the Center for AI Stan

Analysis: Asian suppliers account for ~90% of Nvidia's production costs, up from 65% in 2025, as latest wave of collaborations shifts from chips to physical AI (Abhishek Vishnoi/Bloomberg)

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Abhishek Vishnoi / Bloomberg: Analysis: Asian suppliers account for ~90% of Nvidia's production costs, up from 65% in 2025, as latest wave of collaborations shifts from chips to physical AI — The list

Apple's handling of vibe coding apps draws complaints from startups like Replit and Anything, which say Apple is applying App Store rules erratically (Michael Acton/Financial Times)

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Michael Acton / Financial Times: Apple's handling of vibe coding apps draws complaints from startups like Replit and Anything, which say Apple is applying App Store rules erratically — iPhone maker wa

China's Linkerbot, which holds 80%+ of global dexterous robotic hands market, raised a Series B+ at a 3B valuation and seeks a 6B valuation in its next round (Laurie Chen/Reuters)

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Laurie Chen / Reuters: China's Linkerbot, which holds 80%+ of global dexterous robotic hands market, raised a Series B+ at a 3B valuation and seeks a 6B valuation in its next round — Chinese robotics

GameStop CEO Ryan Cohen says he is making an unsolicited ~$56B offer to buy eBay and will take the offer to shareholders if the company is not receptive (Lauren Thomas/Wall Street Journal)

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Lauren Thomas / Wall Street Journal: GameStop CEO Ryan Cohen says he is making an unsolicited ~$56B offer to buy eBay and will take the offer to shareholders if the company is not receptive — Cohen to

How Amazon's expansion into fashion helped Jeff Bezos enter fashion's inner circle, as he and Lauren Sánchez Bezos become underwriters for this year's Met Gala (Chavie Lieber/Wall Street Journal)

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Chavie Lieber / Wall Street Journal: How Amazon's expansion into fashion helped Jeff Bezos enter fashion's inner circle, as he and Lauren Sánchez Bezos become underwriters for this year's Met Gala — T

How music streaming services are adapting to the rise of AI-generated music by labeling, deranking, and demonetizing tracks, using AI detection tools, and more (Terrence O'Brien/The Verge)

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Terrence O'Brien / The Verge: How music streaming services are adapting to the rise of AI-generated music by labeling, deranking, and demonetizing tracks, using AI detection tools, and more — The use

JLL: Japan's $23B data center market is set to grow ~50% by 2030, with 90% of sites concentrated in densely populated regions, prompting pushback from residents (Financial Times)

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Financial Times: JLL: Japan's $23B data center market is set to grow ~50% by 2030, with 90% of sites concentrated in densely populated regions, prompting pushback from residents — Japan is getting rea

Nintendo's share price has fallen by ~45% since August 2025, as rising memory chip costs drive investor concerns over profit margins for the Switch 2 (David Keohane/Financial Times)

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David Keohane / Financial Times: Nintendo's share price has fallen by ~45% since August 2025, as rising memory chip costs drive investor concerns over profit margins for the Switch 2 — Higher memory c

Palo Alto Networks agrees to acquire Portkey, which develops AI gateway tech to manage and secure AI agents; sources say the deal values Portkey at 120M-140M (The Economic Times)

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The Economic Times: Palo Alto Networks agrees to acquire Portkey, which develops AI gateway tech to manage and secure AI agents; sources say the deal values Portkey at 120M-140M — Cybersecurity giant

Sources: Anthropic is finalizing a deal for a $1.5B JV with Blackstone, Goldman Sachs, Hellman & Friedman, and others to sell AI tools to PE-backed companies (Wall Street Journal)

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Wall Street Journal: Sources: Anthropic is finalizing a deal for a 1.5B JV with Blackstone, Goldman Sachs, Hellman & Friedman, and others to sell AI tools to PE-backed companies — Anthropic, Blackston

Sources: OpenAI employees have raised alarms internally over failures to alert law enforcement when users describe plans for real-world violence to ChatGPT (Georgia Wells/Wall Street Journal)

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Georgia Wells / Wall Street Journal: Sources: OpenAI employees have raised alarms internally over failures to alert law enforcement when users describe plans for real-world violence to ChatGPT — OpenA

2 May 2026

A Chinese court ruled that companies cannot terminate staff just to replace them with AI, following a similar ruling by another Chinese court in December 2025 (Victor Swezey/Bloomberg)

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Victor Swezey / Bloomberg: A Chinese court ruled that companies cannot terminate staff just to replace them with AI, following a similar ruling by another Chinese court in December 2025 — A Chinese co

A look at casino-style games, considered gambling in some US states, where player 'whales' spend tens of thousands via IAP on Apple, Google, and Meta platforms (Bloomberg)

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Bloomberg: A look at casino-style games, considered gambling in some US states, where player “whales” spend tens of thousands via IAP on Apple, Google, and Meta platforms — “please remove this game fr

A profile of OpenAI CFO Sarah Friar, who sources say helped keep OpenAI's Microsoft deal on track and has privately suggested waiting until 2027 for an IPO (Wall Street Journal)

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Wall Street Journal: A profile of OpenAI CFO Sarah Friar, who sources say helped keep OpenAI's Microsoft deal on track and has privately suggested waiting until 2027 for an IPO — The chief financial o

Analysis: after Trump's World Liberty raised $550M from investors, tokens worth hundreds of millions in USD were privately sold in 'white glove' transactions (Olga Kharif/Bloomberg)

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Olga Kharif / Bloomberg: Analysis: after Trump's World Liberty raised $550M from investors, tokens worth hundreds of millions in USD were privately sold in “white glove” transactions — The pitch was s

Ask.com shutters, as its owner IAC 'continues to sharpen its focus'; a dot-com era icon, Ask Jeeves launched in 1997, a year before Google (Chase DiBenedetto/Mashable)

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Chase DiBenedetto / Mashable: Ask.com shutters, as its owner IAC “continues to sharpen its focus”; a dot-com era icon, Ask Jeeves launched in 1997, a year before Google — “As IAC continues to sharpen

Avoca, whose AI agents let physical services businesses handle inbound calls and dispatch, raised 125M+ across seed, Series A, and Series B at a 1B valuation (Allie Garfinkle/Fortune)

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Allie Garfinkle / Fortune: Avoca, whose AI agents let physical services businesses handle inbound calls and dispatch, raised 125M+ across seed, Series A, and Series B at a 1B valuation — Tyson Chen an

Investigation: Nobitex was founded by two brothers from Iran's elite Kharrazi family; the crypto exchange processed hundreds of millions beyond US sanctions (Reuters)

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Reuters: Investigation: Nobitex was founded by two brothers from Iran's elite Kharrazi family; the crypto exchange processed hundreds of millions beyond US sanctions — Two brothers from the elite Khar

Maryland becomes the first US state to ban surveillance pricing in grocery stores, as other states including CO, CA, MA, IL, and NJ consider similar bills (Sanya Mansoor/The Guardian)

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Sanya Mansoor / The Guardian: Maryland becomes the first US state to ban surveillance pricing in grocery stores, as other states including CO, CA, MA, IL, and NJ consider similar bills — Critics say M

Ripple Labs investor and exec Chris Larsen plans to spend $3.5M to help Alex Bores, a NY congressional candidate at the center of a proxy war over AI regulation (New York Times)

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New York Times: Ripple Labs investor and exec Chris Larsen plans to spend 3.5M to help Alex Bores, a NY congressional candidate at the center of a proxy war over AI regulation — Chris Larsen, who hail

Sources: Anthropic is in early talks to buy AI inference chips from UK-based Fractile when they become available in 2027 (The Information)

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The Information: Sources: Anthropic is in early talks to buy AI inference chips from UK-based Fractile when they become available in 2027 — As Anthropic's sales explode, straining the servers it uses,

Sources: GameStop is preparing to make an offer for eBay after quietly building a stake; GameStop had a market cap of ~11B as of May 1, while eBay had ~45B (Lauren Thomas/Wall Street Journal)

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Lauren Thomas / Wall Street Journal: Sources: GameStop is preparing to make an offer for eBay after quietly building a stake; GameStop had a market cap of ~11B as of May 1, while eBay had ~45B — Retai

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