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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 (Reuters)

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Meituan agrees to buy Dingdong, a Chinese fresh grocery e-commerce company, for $717M in cash; Dingdong had 7M+ monthly transacting users as of September 2025 (Cao Li/South China Morning Post)

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Filing: Zuckerberg considered changing how Meta studies social issues after a WSJ story about Instagram and teen mental health, noting Apple faces less scrutiny (Lauren Feiner/The Verge)

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How the SpaceX-xAI $1.25T merger deal was fast-tracked after SpaceX had a technical breakthrough in orbital data centers last fall (Wall Street Journal)

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Sapiom, which is developing a financial layer for enterprises to let AI agents automatically buy the services they need, raised a $15M seed led by Accel (Marina Temkin/TechCrunch)

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Tether acquires a 12% stake, worth $150M, in Gold.com, which enables access to physical and tokenized gold, and plans to integrate its gold-backed XAUT token (CoinDesk)

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Alphabet, Amazon, Meta, and Microsoft forecast capital expenditures that reach a combined ~$650B in 2026, a 60% YoY increase driven by data center construction (Bloomberg)

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French authorities charge four people with spying for China by allegedly seeking to obtain satellite data from Starlink and other critical entities (Jenny Che/Bloomberg)

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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 (Victoria Waldersee/Reuters)

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A federal jury in Phoenix ordered Uber to pay $8.5M to a passenger who said a driver sexually assaulted her in 2023, the first case where Uber was found liable (Emily Steel/New York Times)

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Affirm reports Q2 revenue up 30% YoY to $1.12B, vs. $1.06B est., GMV up 36% to $13.8B, and forecasts Q3 revenue slightly above est.; AFRM drops 6%+ after hours (Reinhardt Krause/Investor's Business ...)

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Interviews with Anthropic executives and other tech industry leaders and engineers about Claude Code's success, which some say has been a long time coming (Hayden Field/The Verge)

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Strategy reports Q4 net loss grew to $12.4B from $671M a year earlier, as BTC trades below its ~$76K average purchase price; MSTR is down 68% in the past year (Vicky Ge Huang/Wall Street Journal)

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Sources: Apple wound down plans for an AI-based virtual health coach in recent weeks; Eddy Cue has told colleagues that Apple needs to move faster in health (Mark Gurman/Bloomberg)

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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 8%+ after hours (Zaheer Kachwala/Reuters)

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Amazon reports Q4 ad revenue up 23% YoY to $21.32B, slightly above expectations, and subscription services revenue up 14% to $13.12B (Todd Spangler/Variety)

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Reddit reports Q4 revenue up 70% YoY to $726M, vs. $665M est., DAUq up 19% to 121.4M, above est., forecasts Q1 revenue above est., announces a $1B share buyback (Jonathan Vanian/CNBC)

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Amazon projects its 2026 capex to hit $200B, above $146.6B est. and up from $131B in 2025, and reports Q4 AWS revenue up 24% YoY to $35.6B, above $34.9B est. (Annie Palmer/CNBC)

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Amazon reports Q4 revenue up 14% YoY to $213.39B, vs. $211.33B est., EPS of $1.95, vs. $1.97 est., and net income up 6% to $21.19B; AMZN drops 11%+ after hours (Amazon)

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Anthropic details how it used 16 parallel Claude Opus 4.6 agents to build a Rust-based 100,000-line C compiler, incurring ~$20K in API costs over 2,000 sessions (Anthropic)

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How Anthropic's ruthless efficiency comes in part from its mission-obsessed culture, which eliminates the friction that tends to slow things down at Big Tech (Parmy Olson/Bloomberg)

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Why this is the worst crypto winter ever: AI crowds out crypto for mindshare and power grid access, crypto is mainstream, gold beats BTC as a safe haven, more (Bloomberg)

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Tim Cook told Apple staff at an all-hands that he's "deeply distraught" with the US' current approach to immigration and he will press the issue with lawmakers (Mark Gurman/Bloomberg)

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YC adds Canada back to its accepted countries of incorporation list, saying the initial decision was due to its top Canadian companies reincorporating in the US (Alex Riehl/BetaKit)

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Anthropic says it found Opus 4.6 "brings more focus to the most challenging parts of a task without being told to" and "thinks more deeply and more carefully" (Anthropic)

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OpenAI says GPT-5.3-Codex goes beyond an agent that can code "to an agent that can do nearly anything developers and professionals can do on a computer" (OpenAI)

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Anthropic says Opus 4.6 found 500+ previously unknown high-severity security flaws in open-source libraries with little to no prompting during its testing (Sam Sabin/Axios)

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OpenAI launches GPT-5.3-Codex, which it says runs 25% faster, enabling longer-running tasks, and "is our first model that was instrumental in creating itself" (David Gewirtz/ZDNET)

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Anthropic introduces "agent teams" in Claude Code as a research preview to launch multiple agents that work in parallel, and a Claude in PowerPoint plugin (Lucas Ropek/TechCrunch)

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Anthropic says Opus 4.6 supports a 1M context window in beta, scored 90.2% on BigLaw Bench, the highest for any Claude model, and boosts agentic capabilities (David Gewirtz/ZDNET)

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Anthropic releases Claude Opus 4.6, which it says can analyze company data, regulatory filings, and market information; Anthropic now has 300K+ business users (Rachel Metz/Bloomberg)

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Q&A with Elon Musk on plans for 1TW of space GPUs, Grok and human consciousness, Optimus, xAI's business plan, China's manufacturing win, DOGE, and more (Cheeky Pint)

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Meta confirms it is testing a standalone app for Vibes, its short-form video feed of AI videos, after "strong early traction", without sharing specific numbers (Aisha Malik/TechCrunch)

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The US FCC grants Starlink competitor Logos clearance to deploy up to 4,178 low Earth orbit broadband satellites by 2035; Logos raised a $50M Series A in 2025 (Jason Rainbow/SpaceNews)

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DOJ files reveal how Jeffrey Epstein helped his Russian-born publicist Masha Bucher become a prominent VC who now boasts of early checks to 22 unicorns like xAI (Iain Martin/Forbes)

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US tech stocks fall sharply in intraday trading: the Nasdaq drops 1.8%+, S&P 500 1.5%+, GOOG 3%+, QCOM 7%+, and AMZN 3%+, amid a selloff in software stocks (Financial Times)

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DOJ files reveal Epstein's deep Silicon Valley relationships and how key insiders offered access to buzzy startups like Coinbase, long after his 2008 conviction (New York Times)

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Gemini exits the UK, EU and Australia and cuts 25% of staff, as the crypto exchange refocuses on the US due to foreign markets proving "hard to win" (Naga Avan-Nomayo/The Block)

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Duna, a European fintech making AI-powered identity and compliance tools for banks, raised a €30M Series A led by CapitalG, bringing its total funding to €40M+ (Tim Barnwell/Silicon Republic)

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Fundamental, which has developed an LTM to analyze structured data, comes out of stealth with $255M in funding, including a $225M Series A, at a $1.2B valuation (Russell Brandom/TechCrunch)

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Ukraine says Starlink terminals used by Russia on the battlefield have been deactivated via a verification process developed alongside SpaceX (Anna Pruchnicka/Reuters)

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OpenAI launches Frontier, an AI agent management platform that provides shared context, onboarding, and permission boundaries, for "a limited set of customers" (Robert Hart/The Verge)

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Sources: Nvidia delays the release of its incremental gaming GPU upgrade, codenamed Kicker, marking the first year in three decades without a new GPU for gaming (The Information)

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AI interpretability startup Goodfire raised a $150M Series B at a $1.25B valuation, taking its total funding to $209M, and is working on retraining AI models (Rebecca Torrence/Bloomberg)

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Substack notifies users about a "limited" data breach in October 2025 via a now-patched flaw found on February 3; a threat actor leaked a ~697K-record database (Sergiu Gatlan/BleepingComputer)

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London-based Lawhive, whose lawyers and AI tools help individuals and SMBs automate legal tasks, raised a $60M Series B, after a $40M Series A in December 2024 (Jeremy Kahn/Fortune)

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AI accounting startup Accrual, incubated by General Catalyst, emerges from stealth and raised $75M; Accrual is part of General Catalyst's $1.5B Creation fund (Paayal Zaveri/Bloomberg)

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Palo Alto Networks: an Asian cyber-espionage group broke into systems belonging to 70 critical infrastructure organizations and governments in 37+ countries (Bloomberg)

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Bitcoin falls below $70K, its lowest level since President Trump's election win in November 2024 and down 44%+ from its October 2025 peak as global markets fall (Muyao Shen/Bloomberg)

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Spotify partners with Bookshop.org to let Premium US and UK subscribers buy hardcover and paperback books via its app starting in spring; Spotify will get a cut (Jeffrey A. Trachtenberg/Wall Street ...)

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