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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)

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)

Sources: the US suspects OBON, a key company behind Thailand's national AI effort, of smuggling Super Micro servers with export-controlled Nvidia chips to China (Bloomberg)

Nintendo says it will increase the price of the Switch 2 globally on September 1, from $450 to $500 in the US, and the price of the original Switch in Japan (Bloomberg)

Surveys: half of US adults under 50 get health info from influencers or podcasts; 86% of health influencers are on Instagram, 62% on TikTok, and 45% on YouTube (Pew Research Center)

Analysis: the combined free cash flow of Amazon, Alphabet, Microsoft, and Meta is expected to fall to ~$4B in Q3 and hit its lowest full-year level since 2014 (Financial Times)

Filings: Baidu's AI chip unit Kunlunxin is planning a dual IPO in Shanghai and Hong Kong, sources say valuing it at $14.69B+; Baidu has a 58% stake in Kunlunxin (Bloomberg)

Fintech app Toss, used by ~66% of South Korea's 51M people, says its FacePay service, available at 330K retail outlets, has attracted 4.8M users since September (Financial Times)

Sources: SK Hynix's big customers have been proposing a range of offers to secure memory chip supplies, including investing in dedicated chip production lines (Reuters)

Instructure disables its Canvas edtech platform, used by thousands of schools and universities, amid a data extortion attack claimed by ShinyHunters (Brian Krebs/Krebs on Security)

Sony reports 1.5M PS5 unit sales in Q4, down 46% YoY, and forecasts annual sales at its gaming business to fall 6% YoY to $1.69B, amid memory chip price surge (Sam Nussey/Reuters)

Sources: Anthropic weighs raising as much as $50B at a ~$900B pre-money valuation, likely closing within two months; its annualized revenue is nearing $45B (Financial Times)

Sources: White House unease over Mythos has left some administration officials fearful that the change represents a reversal of its hands-off AI policy (Wall Street Journal)

OpenAI is rolling out GPT-5.5-Cyber, a security-focused variant of the model, in a limited preview capacity to vetted cybersecurity teams (Sam Sabin/Axios)

A US judge blocks DOGE's termination of $100M in National Endowment for the Humanities grants, saying ChatGPT prompts used to decide the cuts were ill-defined (Zoe Tillman/Bloomberg)

Mozilla says Anthropic's Mythos Preview and other AI models helped it identify and ship 423 Firefox security bug fixes in April, compared to 31 a year earlier (Russell Brandom/TechCrunch)

Sources: AI model builder Core Automation, founded in March by Jerry Tworek, aims to raise $300M-$500M at a $4B valuation after raising $100M at a $1B valuation (The Information)

MercadoLibre reports Q1 revenue up 49% YoY to $8.8B, vs. $8.4B est., and net income down 16% to $417M, vs. $433M est.; MELI drops 5%+ after hours (Bloomberg)