Articles from www.wsj.com

Articles from www.wsj.com

Kraken says its banking unit won “master account” access to the US Fed's core payment systems, the first crypto company to be able to move money like banks (www.wsj.com)
2026-3-4

CrowdStrike reports Q4 revenue up 23% YoY to $1.31B, vs. $1.30B est., a profit of $38.7M, compared with a loss of $86.3M a year earlier (www.wsj.com)
2026-3-4 4Q

Sources: Meta has signed a multiyear AI content licensing deal with News Corp worth $50M per year; the deal will run for at least three years (www.wsj.com)
2026-3-4 AI

All-hands: Sam Altman defended OpenAI's DOD deal, saying it was the right decision with “extremely difficult brand consequences and very negative” short-term PR (www.wsj.com)
2026-3-4

Sources: Meta is creating a new applied AI engineering organization led by Maher Saba in its Reality Labs division to help bolster its superintelligence efforts (www.wsj.com)
2026-3-4 AI

Elliott injects $1B into Pinterest to fund stock buybacks, buying convertible senior notes with an initial conversion price of $22.72 per share, a 30% premium (www.wsj.com)
2026-3-3

Ayar Labs, which aims to replace the copper wiring in semiconductors with fiber optics, raised a $500M Series E led by Neuberger Berman at a $3.8B valuation (www.wsj.com)
2026-3-3

Ayar Labs, which is replacing the copper wiring in semiconductors with fiber optics, raised a $500M Series E led by Neuberger Berman at a $3.8B valuation (www.wsj.com)
2026-3-3

A look at the research into using metal-organic frameworks as photoresists for cutting-edge silicon etching, as ASML aims to move from EUV to X-ray lithography (www.wsj.com)
2026-3-2

Netflix actually won by walking away from the WBD bid, collecting a $2.8B termination fee and driving up the price and debt load of the Paramount-WBD merger (www.wsj.com)
2026-3-1 Netflix

Block's plan to lay off over 4,000 employees, citing AI work automation, adds to growing angst among white-collar workers over AI's potential for job disruption (www.wsj.com)
2026-3-1 AI

Sources: Commands around the world, including the US Central Command in the Middle East, use Anthropic's Claude AI tool for a range of military operations (www.wsj.com)
2026-3-1 AI

An interview with Amazon's AI chief Peter DeSantis on plans to use in-house chips, Trainium and Inferentia, to develop AI models more cheaply, and more (www.wsj.com)
2026-3-1 Amazon Interview AI

Sources: Israel hacked BadeSaba, a popular Iranian prayer app with 5M+ installs on Google Play, to send messages urging Iranian military personnel to defect (www.wsj.com)
2026-3-1 Israel Google Iran

Sources: Nvidia plans to unveil a new AI inference chip at its GTC conference in March; the system will have a Groq-designed chip and OpenAI is a customer (www.wsj.com)
2026-2-28 AI Nvidia

Sources: crypto investment firm Paradigm is looking to raise up to $1.5B for a new fund to expand into AI, robotics, and other forms of frontier tech (www.wsj.com)
2026-2-28 AI Robot

Sources: multiple federal agencies raised concerns about Grok's safety and reliability in recent months, before DOD approved Grok for use in classified settings (www.wsj.com)
2026-2-28

Intuit reports Q2 revenue up 17% YoY to $4.65B, vs. $4.53B est., and forecasts Q3 revenue growth of ~10% and EPS below expectations (www.wsj.com)
2026-2-28

Note to staff: Sam Altman says OpenAI seeks a DOD deal with exemptions for cases like domestic surveillance and wants to “help de-escalate” DOD-Anthropic fight (www.wsj.com)
2026-2-28

Intuit reports Q2 revenue up 17% YoY to $4.65B, vs. $4.53B est., and forecasts Q3 revenue growth of ~10% and EPS below expectations; INTU drops 5%+ after hours (www.wsj.com)
2026-2-27

Sam Altman's Tools for Humanity is partnering with brands like Gap, Visa, and Tinder to market its World ID human verification product (www.wsj.com)
2026-2-27

Software stocks in the State Street ETF lost $1.6T in combined market cap in 2026 due to AI fears; Microsoft, AppLovin, Intuit, and Salesforce each lost $50B+ (www.wsj.com)
2026-2-27 Microsoft ETF AI Salesforce

Mistral and Accenture sign a multi-year deal to let Accenture deploy Mistral's models for its clients; Mistral has deals with IBM, Cisco, SAP, ASML, and others (www.wsj.com)
2026-2-26 IBM Cisco

Baidu reports Q4 revenue down 4% YoY to ~$4.8B, its third consecutive quarter of revenue decline, and net profit down 66% YoY to ~$259M, below ~$374M est. (www.wsj.com)
2026-2-26 4Q

A look at how both small and large companies, including Meta, are tracking and enforcing employees' AI usage and considering it during performance reviews (www.wsj.com)
2026-2-26 AI

Sources: Thrive invested $1B in OpenAI in 2025 at a $285B valuation in a transaction akin to a call option; OpenAI was separately raising at a $830B valuation (www.wsj.com)
2026-2-26

Stablecoin operator Circle reports Q4 revenue up 77% YoY to $770M, vs. $747M est., and $133.4M net income; USDC ended 2025 with ~$75B in circulation, up 72% YoY (www.wsj.com)
2026-2-25 4Q

DoorDash says it plans to exit Qatar, Singapore, Japan and Uzbekistan, winding down both Deliveroo and Wolt, and make limited operational changes elsewhere (www.wsj.com)
2026-2-25 Japan Singapore Qatar

A look at how both small and large companies are tracking and enforcing employees' AI usage and considering it during performance reviews (www.wsj.com)
2026-2-25 AI

Roku reported an $88.4M profit in 2025, after a $498M loss in 2022, a $709.6M loss in 2023, and a $129.4M loss in 2024, boosted by new ad deals and cost cutting (www.wsj.com)
2026-2-25

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