Articles from www.wsj.com

Articles from www.wsj.com

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

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 (www.wsj.com)
2026-2-24 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 (www.wsj.com)
2026-2-24 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 (www.wsj.com)
2026-2-24 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 (www.wsj.com)
2026-2-24

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 (www.wsj.com)
2026-2-24 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 (www.wsj.com)
2026-2-24 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 (www.wsj.com)
2026-2-24

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 (www.wsj.com)
2026-2-24

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 (www.wsj.com)
2026-2-23 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 (www.wsj.com)
2026-2-23 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 (www.wsj.com)
2026-2-23 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 (www.wsj.com)
2026-2-23 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 (www.wsj.com)
2026-2-21 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 (www.wsj.com)
2026-2-21 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 (www.wsj.com)
2026-2-20 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 (www.wsj.com)
2026-2-20

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 (www.wsj.com)
2026-2-19 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 (www.wsj.com)
2026-2-18 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 (www.wsj.com)
2026-2-18

Indian IT giant Infosys partners with Anthropic to develop AI services for telecoms, with plans to expand to finance, manufacturing, and software development (www.wsj.com)
2026-2-17 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 (www.wsj.com)
2026-2-17 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 (www.wsj.com)
2026-2-17

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 (www.wsj.com)
2026-2-17 India AI

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