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www.reuters.com
Shopify reports Q4 revenue up 31% YoY to $3.7B, vs. $3.59B est., and forecasts Q1 revenue growth at a low-thirties percentage rate, vs. 25% est.; SHOP jumps 10%
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www.reuters.com
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2026-2-11
4Q
Shopify
South Korea's Science Ministry blames Coupang's massive 2025 data leak on management failures and accuses it of defying a government order to preserve data logs
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www.reuters.com
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2026-2-11
Korea
Sources: ByteDance plans to produce at least 100,000 units of its in-house AI inference chip in 2026, and is in talks with Samsung to manufacture it
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www.reuters.com
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2026-2-11
Samsung
AI
Lyft reports Q4 revenue up 3% YoY to $1.59B vs. $1.76B est., forecasts Q1 adjusted EBITDA below est., announces a $1B share buyback; LYFT drops 13%+ after hours
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www.reuters.com
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2026-2-11
4Q
Google gains unconditional EU antitrust approval for its $32B acquisition of cybersecurity company Wiz
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www.reuters.com
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2026-2-11
Google
Cisco launches the Silicon One G300 switch chip, made using TSMC's 3nm technology to compete with Broadcom and Nvidia in the AI infrastructure market
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www.reuters.com
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2026-2-11
AI
Nvidia
Cisco
Cadence rolls out ChipStack, an AI agent to help chipmakers like Nvidia speed up the complex chip design process by up to 10x by building a “mental model”
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www.reuters.com
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2026-2-11
AI
Nvidia
Autodesk sues Google for allegedly infringing its Flow trademark as the name of Google's AI filmmaking tool
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www.reuters.com
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2026-2-10
Google
AI
Alibaba's Qwen temporarily stops issuing coupons due to customer overload, hampering Alibaba's Agentic AI ad campaign; Qwen began offering coupons on February 6
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www.reuters.com
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2026-2-10
Alibaba
AI
South Korean cryptocurrency exchange Bithumb says it accidentally sent $44B worth of bitcoin to customers as promotional rewards and has recovered 99.7% of it
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www.reuters.com
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2026-2-7
Korea
Bitcoin
Cryptocurrency
Sources: AI chip startup SambaNova is raising a $350M+ Series E led by Vista Equity Partners; Intel plans to invest $100M to $150M
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www.reuters.com
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2026-2-7
Intel
Startup
AI
Equity
SIA: chip sales hit $791.7B in 2025, up 25.6% YoY, with Nvidia, AMD, and Intel accounting for $301.9B, up 40%; SIA expects sales to reach $1T in 2026
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www.reuters.com
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2026-2-7
Intel
Nvidia
AMD
Sources: Intel and AMD have notified Chinese customers of supply shortages for server CPUs, with Intel warning of delivery lead times of up to six months
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www.reuters.com
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2026-2-6
China
Intel
AMD
Only 35 nations signed a declaration affirming “human responsibility over AI-powered weapons”, with the US and China opting out; the US endorsed prior pledges
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www.reuters.com
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2026-2-6
China
AI
Roblox reports Q4 bookings up 63% YoY to $2.2B vs. $2.05B est., DAUs up 69% to 144M, and forecasts FY 2026 bookings above estimates; RBLX jumps 18%+ after hours
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www.reuters.com
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2026-2-6
4Q
Ukraine says Starlink terminals used by Russia on the battlefield have been deactivated via a verification process developed alongside SpaceX
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www.reuters.com
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2026-2-6
Russia
Ukraine
SpaceX
The UK says Microsoft, the UK government, academics, and experts plan to build a system to spot deepfakes online as part of an detection evaluation framework
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www.reuters.com
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2026-2-5
Microsoft
Sony reports Q3 gaming and network services revenue down 4% YoY to $10.5B, profit up 19% YoY to ~$889M, and PlayStation 5 sales down 16% YoY to 8M units
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www.reuters.com
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2026-2-5
Sony
Amazon MGM Studio plans to develop new AI tools via its “AI Studio” to speed TV and film production and cut costs, in collaboration with AWS and LLM providers
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www.reuters.com
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2026-2-5
Amazon
AI
Qualcomm reports Q1 revenue up 5% YoY to $12.25B, vs. $12.21B est., and projects Q2 revenue below est. due to memory supply shortage; QCOM drops 9%+ after hours
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www.reuters.com
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2026-2-5
Arm reports Q3 revenue up 26% YoY to $1.24B, vs. $1.22B est., and license and other revenue up 25% to $505M, vs. $519.9M est.; ARM drops 7%+ after hours
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www.reuters.com
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2026-2-5
Alphabet says it expects 2026 capex to be in the range of $175B to $185B, above estimates of about $115.26B
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www.reuters.com
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2026-2-5
Alphabet
EnFi, which makes AI agents that analyze and make decisions on credit applications, raised a $15M Series A led by Fintop, bringing its total funding to $22.5M
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www.reuters.com
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2026-2-5
AI
US Senators introduce the bipartisan SCAM Act, a bill requiring social media platforms to verify advertiser identities via government-issued ID or legal docs
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www.reuters.com
)
2026-2-4
EA reports Q3 net bookings up 38% YoY to $3.05B, vs. $2.86B est., driven by strong sales of Battlefield 6, and net income of $88M, down from $293M a year ago
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www.reuters.com
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2026-2-4
At the Cisco AI Summit, Intel CEO Lip-Bu Tan says the company plans to build GPUs and has already hired a chief GPU architect
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www.reuters.com
)
2026-2-4
Intel
AI
Cisco
Sources: OpenAI is unsatisfied with some of Nvidia's AI chips used for inference and has sought alternatives since last year, including from Cerebras and Groq
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www.reuters.com
)
2026-2-3
AI
Nvidia
Wiz says Moltbook had a major flaw that exposed private messages, emails, and credentials; Wiz co-founder Ami Luttwak called the flaw a byproduct of vibe coding
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www.reuters.com
)
2026-2-3
Alibaba plans to spend ~$431M in a Lunar New Year campaign starting February 6 to attract users to its Qwen AI app, above Tencent's ~$143.7M and Baidu's ~$71.8M
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www.reuters.com
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2026-2-2
Alibaba
AI
Tencent
French IT company Capgemini plans to sell its US subsidiary Capgemini Government Solutions, whose contract with the US ICE drew scrutiny from French lawmakers
(
www.reuters.com
)
2026-2-2
France
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