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Inside Consensus Conference, one of the biggest crypto conferences, which had a decidedly corporate sheen in 2026 amid Wall Street's embrace of digital assets (Vicky Ge Huang/Wall Street Journal)

NetBlocks: Iran's 70+ day internet blackout is "the longest recorded national internet shutdown in a connected society", as businesses warn of layoffs, closures (Golnar Motevalli/Bloomberg)

An analysis of US DOL data: the IT sector's unemployment rate rose from 3.6% in March to 3.8% in April, as the sector shed 13,000 jobs amid AI uncertainty (Belle Lin/Wall Street Journal)

Paris-based Lithosquare, which uses AI to speed the discovery of critical mineral and metal deposits, raised a $25M seed led by World Fund and Kindred Capital (Rahul Raj/EU-Startups)

NYC-based Reserv, which provides software and AI-powered claims processing tech for property and casualty insurers, raised a $125M Series C led by KKR (FinTech Global)

MoonPay acquires DFlow, a platform that facilitates trading on the Solana blockchain, sources say for $100M in stock; DFlow had raised $7.5M across two rounds (Jack Kubinec/Fortune)

Sydney-based AI data center operator IREN agrees to acquire Mirantis, which offers Kubernetes management and cloud infrastructure software, for $625M in stock (Shane Snider/Data Center Knowledge)

Google seems to require Google Play Services for passing next-gen reCAPTCHA on Android, denying de-Googled Android phones and creating surveillance issues (Rick Findlay/Reclaim The Net)

Execs at Palantir, whose stock is up ~16x since its AI platform's 2023 debut, often decry other AI as slop, as competition from frontier AI labs stiffens (Heather Somerville/Wall Street Journal)

FCC passed an anti-robocall proposal requiring telecoms, including VoIP providers, to verify user identities before activating service, raising privacy fears (Ken Macon/Reclaim The Net)

How SpaceMob, an online community of ~50,000, has fueled a meme-stock-like rally in satellite networking company AST, which is up ~6,000% over a 22-month period (Bloomberg)

11h

LayerZero apologizes for Kelp DAO exploit response, says single-verifier setup was deficient; Dune: in April, ~47% of LayerZero OApps had the same default setup (Zack Abrams/The Block)

12h

Anthropic, OpenAI, and other AI firms met with Hindu, Sikh, and Greek Orthodox leaders to draft principles on how to infuse models with ethics and morality (Krysta Fauria/Associated Press)

15h

GM agrees to pay $12.75M to resolve a California investigation into claims that it illegally sold the location and driving data of OnStar subscribers to brokers (David Shepardson/Reuters)

16h

Sources: ByteDance plans to increase its 2026 capex to more than $30B, up at least 25% from a preliminary plan, amid the AI boom and rising memory chip costs (South China Morning Post)

17h

OpenAI, Anthropic, and Google's enterprise push with PE firms poses a new competitive threat to India's IT industry, as services become increasingly automatable (Moneycontrol)

18h

Sales of PC motherboards are expected to fall 25%+ YoY in 2026, as PC users delay their upgrades amid AI-driven price surges for memory, storage, and processors (Jowi Morales/Tom's Hardware)

21h

A profile of Anthropic CFO Krishna Rao, who tends to take a conservative approach to revenue projections and has chosen to raise less money than is available (Kate Clark/Wall Street Journal)

Palo Alto Networks says in its testing, three weeks of frontier AI-assisted analysis matched a full year of manual penetration testing, with broader coverage (Sam Rubin/Palo Alto Networks Blog)

Anthropic details how it improved Claude's safety training after finding agentic misalignment in older models, such as Opus 4 blackmailing engineers (Anthropic)

OpenAI president Greg Brockman's journal has emerged as a star witness in the Musk v. Altman trial; Brockman says he stopped writing about OpenAI in it in 2023 (Ben Cohen/Wall Street Journal)

Source: Mistral AI and TML's founding member Devendra Chaplot, who was considered a marquee hire when he joined xAI in March, exited xAI after roughly a month (The Information)

NHTSA says the 2026 Tesla Model Y is the first car model to pass the agency's new ADAS tests; Tesla conducted the tests and submitted the results to the NHTSA (Kirsten Korosec/TechCrunch)

Beijing-based humanoid robotics company Robotera raised over $200M led by SF Group, after raising ~$146M in March at a ~$1.47B valuation (Du Zhihang/Caixin Global)

Honeywell's Quantinuum files for a US IPO, reporting a $136.6M net loss on revenue of $5.2M for the three months ended March 31; sources: it could raise $1.5B+ (Carmen Reinicke/Bloomberg)

Trump Media and Technology Group reports Q1 net sales up 6% YoY to $871,200 and a $405.9M net loss; DJT is down 35% so far in 2026 for a market cap of ~$2.47B (Todd Spangler/Variety)

The FCC says foreign-made routers and drones can now receive software updates at least until 2029, extending its earlier 2027 cutoff (Michael Kan/PCMag)

Sources: WH is preparing to order US agencies to partner with AI companies on cybersecurity; the EO wouldn't require pre-release model testing by the government (Bloomberg)

EU warns that VPNs are being used to bypass online age-verification systems, calling their use "a loophole in the legislation that needs closing" (Alex Lekander/CyberInsider)

Impressions of China's AI ecosystem after visiting many leading AI labs there, and the similarities and differences in working on LLMs in China and the West (Nathan Lambert/Interconnects AI)

Sources: Apollo Global and Blackstone are among private credit lenders in talks with Broadcom over a ~$35B financing deal to fund the development of AI chips (Bloomberg)

Sources: Cerebras plans to raise its IPO price range from $115-$125 per share to $125-$135 after drawing orders for more than 20x the number of shares available (Bloomberg)

A hack of Instructure's Canvas locked out students at schools and universities across the US in the middle of finals period; some US colleges postponed exams (Associated Press)

Sources: Isomorphic Labs, an AI-powered drug discovery company spun out of Google DeepMind, is in advanced talks to raise $2B+ led by Thrive Capital (Bloomberg)

Akamai says it struck a seven-year cloud computing deal with a "leading frontier model provider"; sources: the deal was with Anthropic and is worth $1.8B (Rachel Metz/Bloomberg)

Interviews with Intel CEO Lip-Bu Tan and other execs about the challenges of a turnaround, along with efforts to instill a sense of urgency in the organization (Ian King/Bloomberg)

Sources: Apple and Intel have reached a formal deal in recent months for Intel to manufacture some chips for Apple devices; INTC closes up 13.93% (Wall Street Journal)

OnlyFans agrees to sell a ~16% stake to Architect Capital for $535M in a deal that values the company at about $3.15B (Olivia Solon/Bloomberg)

Investor letter: TCI, one of the world's biggest hedge funds, cut almost all of its $8B Microsoft stake, citing AI risks primarily for Office and some for Azure (Costas Mourselas/Financial Times)

Whoop plans to offer US users on-demand, in-app video consultations with licensed clinicians, and adds electronic health records and AI-powered health guidance (Brandon Gomez/CNBC)

Sony reports a $765M impairment loss due to Marathon developer Bungie's underperformance during its FY ending March 31, 2026; Sony acquired Bungie in early 2022 (Wesley Yin-Poole/IGN)

Sources: DeepSeek seeks to raise up to ~$7.3B at a $50B+ valuation in its first-ever funding round and CEO Liang Wenfeng could make a ~$2.9B personal investment (The Information)

European Central Bank President Christine Lagarde expressed skepticism over the need for euro-pegged stablecoins, saying they could hamper the ECB's work (Reuters)

Substack says paid subscriptions to creators in the UK, its second-largest market, hit 500K+; global paid subs hit 5M+, with 50+ creators earning $1M+ annually (Lily Ford/The Hollywood Reporter)

Filing: Lime files for an IPO, reporting $886.7M in 2025 revenue, up from $686.6M in 2024, and a $59.3M net loss, up from $33.9M; it was valued at $510M in 2020 (Jordan Fitzgerald/Bloomberg)

Nintendo reports Q4 revenue of ~$2.60B, below ~$2.75B est., net profit of ~$416M, above ~$403.68M est., and forecasts a decline in FY 2027 Switch 2 unit sales (Arjun Kharpal/CNBC)

Datadog closed up 31%+ on May 7 after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, a software industry outlier amid the AI boom (Mike Wheatley/SiliconANGLE)

Sony reports Q4 revenue up 8% YoY to ~$19.4B, above ~$18.4B est., ~$1.06B operating profit, below ~$1.7B est., and forecasts FY 2027 net profit up 13% to ~$7.4B (Kai Nicol-Schwarz/CNBC)

Sony and TSMC announce a joint venture to build next-gen robot and car image sensors, as Sony moves from in-house manufacturing to a more asset-light approach (Bloomberg)

Musk v. Altman docs: Microsoft executives had reservations about funding OpenAI in 2018 but worried that not giving support could push OpenAI into Amazon's arms (Wired)