The Information

Cursor says SpaceX deal could be done by end of next week

Armed With $10 Billion, Sequoia’s Leaders Plan Its New Era

Figma Stock Falls Despite Beat-and-Raise Quarter

Meta debuts first AI coding agent to take on Anthropic and OpenAI

Uber pledges $10bn to win robotaxi race

SEC Is 'Ready, Willing And Able' To Replace CLARITY Act If It Fails, Bitwise's Matt Hougan Says

Shopify Soars As Q2 Operating Profit, Revenue Top Expectations

Anthropic's Mythos created fake identities to fool humans in new cyber incident

AMD's revenue climbs 50% and data center sales doubled, but the stock is down

Bending Spoons to buy Airtable for $1.28B

Apple says more ex-employees may have taken confidential data to OpenAI

How an Apple iCloud Policy Fueled Employee Leaks Ahead of OpenAI Suit

White House to Host AI Companies on Tuesday to Review AI Framework

Exclusive: Data Center Costs Set to Rise as U.S. States Move to Repeal Tax Breaks

DeepSeek's new AI model is by far the cheapest of well-known models to run, research firm says

DeepSeek's new artificial intelligence model emerges as the least expensive among major competitors to operate.

Alibaba Releases AI Model With Performance Rivaling Anthropic

6 sources report Alibaba's new AI model launch, sparking stock surges and performance debates.

SpaceX’s Blockbuster Earnings Report Is Coming. What to Watch.

Exclusive: OpenAI Previews ‘Astra’ AI Model in DC

Why Amazon (AMZN) Stock Is Jumping 10% Despite a Massive AI Capex Hike

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OpenAI slashes Luna pricing

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Thinking Machines Cofounder to Return to OpenAI

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Mark Zuckerberg says US should not ban Chinese AI

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Amazon overhauls its AI strategy, winding down most flagship models

Amazon is restructuring its artificial intelligence division, marked by the closure of a San Francisco lab and the winding down of major flagship models.

Anthropic CEO: Don’t ban cheap AI

Nvidia drops nearly 5%, leading chip stocks lower amid renewed worries of circular financing

Nvidia shares dropped nearly 5%, dragging down chip stocks as concerns over circular financing and OpenAI data center news emerge.

Microsoft Unveils A.I. Cybersecurity Tools

Microsoft is entering the "agentic era" of security with the launch of its first homegrown AI model and new cybersecurity tools.

China Starts Mass-Producing Homegrown DUV Chipmaking Tools, An Advance for Local Chip Industry

China has begun mass-producing homegrown DUV chipmaking tools, triggering a sell-off for ASML and other major chip stocks.

Exclusive | Nvidia Bets on Ilya Sutskever’s New AI Lab to Expand Compute Reach

Nvidia is making a substantial investment in Ilya Sutskever’s new AI lab, Safe Superintelligence (SSI), to expand its compute reach.

DeepSeek’s Normally Boring CEO Is Reportedly Spiraling After Supposed Leak

DeepSeek hits pause on fundraising amid viral leak that spotlights its AGI‑first philosophy.

Exclusive | Nvidia in Talks With OpenAI to Guarantee $250 Billion Financing for Data Center

Nvidia is reportedly negotiating a record $250 billion financing guarantee to support OpenAI's data center ambitions in Ohio.

What to Expect in Markets This Week: Amazon, Apple, Meta and Microsoft Earnings; Fed Interest Rate Decision

Tech earnings and a Fed rate call converge to test the market’s rally

Shein flags tariff hits after posting quarterly loss ahead of Hong Kong IPO

Shein reports a quarterly loss and slowing profits as it files for a Hong Kong IPO amid new tariff pressures.

Nvidia, SK Group unveil $500 billion-plus AI data centers initiative, memory partnership

Intel Forecast Shatters Estimates, Fueled by Data Center Growth

Intel shares are climbing as the chipmaker reports its fastest revenue growth in nearly 15 years, driven by a surge in data center demand.

White House Official Says Moonshot Accessed Banned Nvidia Chips

US investigates Chinese AI firm Moonshot for accessing banned Nvidia chips

Alphabet earnings updates: Stock sinks during analyst call as company hikes 2026 capex

Alphabet stock faces volatility following an earnings report that reveals record ad revenue paired with a substantial increase in AI-related capital expenditures.

OpenAI appoints two new members to board of directors

OpenAI is expanding its leadership with the appointment of two financial sector CEOs as the company prepares for a potential IPO.

SpaceX, Micron, Western Digital, Sandisk, Danaher, and More Stocks That Explain Today’s Market

Stocks fluctuate as tech earnings and AI spending trends drive market

The secret Trump administration battle to fight Chinese AI

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China’s new AI model halts new subscriptions as demand swamps capacity

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Exclusive: Oracle Data Centers Face Multibillion-Dollar Cost Surprises

Oracle is facing multibillion-dollar cost surprises linked to its data center expansions and regulatory hurdles in New Mexico.

Big Tech earnings test tech's big rotation: What to watch this week

Big Tech earnings reports are being released, testing the sector's recent rotation trend

Databricks hits $188B valuation, extending its run as AI’s favorite second act

The White House is dictating access to frontier AI models, shifting power from tech giants, sources say

The Trump administration is reportedly dictating access to frontier AI models, shifting power away from major tech companies.

White House launches AI cybersecurity clearinghouse

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Microsoft patches bug in video game Age of Empires II

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Anthropic moves closer to mega-IPO as bankers line up investor meetings

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DeepSeek’s Annualized Revenue Nears $500 Million, Boosting Fundraise and IPO Plans

DeepSeek is accelerating financial growth with plans for new fundraising and a potential public listing in Shanghai.

EXCLUSIVE: Stripe, Advent offer to buy PayPal for more than $53 billion, sources say

Payment giant PayPal is the target of a buyout offer exceeding $53 billion from Stripe and Advent.

SpaceX and other mega AI deals are lifting big bank profits. CEOs say more are coming.

Everybody Should Welcome Nationalizing AI

Netflix Is Down 43% From Its Most Recent High. History Says This May Happen Next

Netflix stock has fallen 43% from its most recent high as investors anticipate the company's upcoming Q2 earnings report.

Meta's Louisiana data center investment to reach $50 billion, aided by generous tax incentives

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Apple Sues OpenAI, Accusing It of Stealing Company Secrets

Apple has filed a lawsuit against OpenAI and former employees, alleging the theft of trade secrets and intellectual property.

AI Training Startup Mercor Discusses $20 Billion Valuation

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OpenAI unveils long-awaited "super app" as rivalry with Anthropic intensifies

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Khosla-Backed Startup Claims Breakthrough With Largest-Ever AI Model on an iPhone

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OpenAI shares update on GPT-5.6 availability after holding back release

China plans to let top AI firms buy limited Nvidia H200 chips, the Information reports

China may allow top AI firms to buy limited Nvidia H200 chips

Scoop: Trump administration lifts restrictions on OpenAI's GPT 5.6

OpenAI is set to publicly launch its GPT-5.6 family of models this Thursday following a regulatory green light from the Trump administration.