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Articles from www.wsj.com
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www.wsj.com
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
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21 days ago
Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026
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21 days ago
AMD
A look at Apple's efforts to reshore the US chip supply chain, as the company commits to buying more than 100M chips from TSMC Arizona in 2026
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21 days ago
Apple
Apple says it plans to move some production of Mac Mini to Houston from Asia later in 2026, as part of its efforts to invest $600B in the US over four years
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21 days ago
Asia
Apple
The administrator winding down Terraform Labs sues Jane Street, alleging it engaged in insider trading to profit from and ultimately hasten Terraform's collapse
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21 days ago
How Binance staffers found $1B was sent to sanctioned Iranian entities via the exchange, which dismantled their probe and suspended them after Trump pardoned CZ
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21 days ago
Trump
Iran
Some AI startups are boosting their valuations by raising capital in back-to-back or multitiered deals, raising questions about how much they are really worth
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21 days ago
Startup
AI
Anthropic says DeepSeek, MiniMax, and Moonshot violated its ToS by prompting Claude a combined 16M+ times and using distillation to train their own products
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21 days ago
Software stocks extend their weeks-long selloff, with AppLovin, Datadog, Workday down 7%+; several of the biggest decliners were discussed in a post by Citrini
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21 days ago
How Buddy Rizer, an official in Virginia's Loudoun County, helped build the world's largest data center market, with ~200 buildings spanning ~49M square feet
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22 days ago
Virginia
Sources: Dell, Lenovo, and other PC makers are working with Nvidia on laptops that use the Arm-based Nvidia-MediaTek SoC, which could launch in H1 2026
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22 days ago
Nvidia
Lenovo
Sources: Dell, Lenovo, and other PC makers are working with Nvidia on laptops using the Arm-based Nvidia-MediaTek system-on-a-chip, which could come in H1 2026
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22 days ago
Nvidia
Lenovo
A profile of Neil Shen of HSG, formerly Sequoia China, which raised $9B from US investors before US restrictions and has funded Manus and other Chinese startups
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22 days ago
China
Startup
Sources: OpenAI staff raised concerns about a Canadian mass shooting suspect months ago; OpenAI says her activity didn't meet the bar for reporting to police
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24 days ago
Canada
Sources: Google may invest $100M in Fluidstack at a $7.5B valuation and has backstopped crypto miners that are building datacenters, seeking to expand TPU use
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24 days ago
Google
Uber's market cap fell to ~$150B, down ~25% in six months, as investors weigh robotaxi disruption, perceiving it as a two-horse race between Waymo and Tesla
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25 days ago
Uber
Tesla
CZ returned to the US for the first time since his release from prison in 2024, to attend a WLF event at Mar-a-Lago attended by Brian Armstrong and others
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25 days ago
Book extract: ex-Sony Entertainment CEO Michael Lynton recounts his role in sparking North Korea's 2014 hack, one of the worst cyberattacks in corporate history
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26 days ago
Korea
Sony
A Las Vegas federal appeals court rejects Kalshi's emergency bid for an administrative stay against Nevada's efforts to block the platform, a major setback
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27 days ago
Vegas
Palo Alto Networks reports Q2 revenue up 15% YoY to $2.6B, vs. $2.58B est., and projects Q3 adjusted EPS below estimates; PANW drops 7%+ after hours
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27 days ago
Indian IT giant Infosys partners with Anthropic to develop AI services for telecoms, with plans to expand to finance, manufacturing, and software development
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28 days ago
India
AI
Manufacturing
Micron, which has undertaken a $200B US expansion, says it can currently meet about 50%-66% of demand for some key customers, as AI drives memory chip demand
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28 days ago
AI
Letter and sources: Starboard plans to nominate a majority slate to Tripadvisor's board; Starboard holds a 9% stake, and TRIP has dropped ~46% in the past year
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28 days ago
As India prepares to host its AI Impact Summit in New Delhi this week, the country is set to promote a frugal AI strategy focused on solving local issues
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29 days ago
India
AI
Sensor Tower: dating app downloads in Saudi Arabia have risen annually for five years, hitting 3.5M in 2025, as liberalization enables more casual relationships
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29 days ago
Arabia
Sensor
Saudi Arabia
Anthropic partners with CodePath to help redesign computer coding curricula at hundreds of US community and state colleges, integrating Claude AI tools
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30 days ago
AI
Anthropic adds Chris Liddell, a former Microsoft and GM exec who helped GM IPO and worked in Trump's first administration, to its board ahead of a potential IPO
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2026-2-14
Trump
Microsoft
IPO
Anthropic adds Chris Liddell, an ex-Microsoft and GM exec who helped GM IPO and worked in Trump's first administration, to its board ahead of a potential IPO
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2026-2-14
Trump
Microsoft
IPO
Companies like Stripe, OpenAI, Anthropic, and SpaceX are letting workers cash out before their IPOs, a move once seen as taboo and lacking long-term commitment
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2026-2-13
IPO
SpaceX
Meta's auditor Ernst & Young raised a red flag over the financial engineering Meta used to keep its $27B Hyperion data center project off its balance sheet
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www.wsj.com
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2026-2-12
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