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SK Hynix surpassed Samsung in annual operating profit for the first time in 2025; SK Hynix posted a record profit of ~$33B in 2025 while Samsung posted ~$30.5B (Dylan Butts/CNBC)

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New York-based Sword Health, which develops AI-powered tech for managing pain and offers remote physical therapy, agrees to acquire rival Kaia Health for $285M (Henrique Almeida/Bloomberg)

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Letter: Rep. John Moolenaar, chair of the US House Select Committee on China, says Nvidia helped DeepSeek hone AI models later used by the Chinese military (Stephen Nellis/Reuters)

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DeepSeek job listings show it hopes to broaden its AI offerings with a search engine capable of supporting multiple languages and more emphasis on agents (Saritha Rai/Bloomberg)

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US-based AI startup Arcee releases Trinity Large, a 400B-parameter open-weight model that it says compares to Meta's Llama 4 Maverick 400B on some benchmarks (Julie Bort/TechCrunch)

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Sources: OpenAI is in talks to raise up to $30B from Nvidia, less than $10B from Microsoft, and $10B-$20B from Amazon as part of a $100B funding round (Sri Muppidi/The Information)

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Google agrees to pay $135M to settle a proposed class action lawsuit alleging that the tech giant programmed Android to illegally collect users' cellular data (Jonathan Stempel/Reuters)

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The UK's Advertising Standards Authority bans some Coinbase ads, finding them "irresponsible" for suggesting crypto as a solution to the cost of living crisis (Tom Knowles/The Guardian)

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LinkedIn's Q2 revenue rose 11% YoY, topping $5B for the first time, giving it a $20B+ annual run rate; Satya Nadella says LinkedIn paid video ads grew 30% YoY (Todd Bishop/GeekWire)

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Samsung reports Q4 revenue up 24% YoY to ~$65.6B, vs. ~$65.28B est., and operating profit up 200%+ to ~$14.06B, driven by memory chip price surge and HBM demand (Dylan Butts/CNBC)

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Google says it took legal action to take down dozens of domains and disrupt the residential proxy network of Chinese company Ipidea, widely used by bad actors (Robert McMillan/Wall Street Journal)

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SK Hynix announces a new US-based "AI Company" from a restructuring of its California-based subsidiary Solidigm, and commits at least $10B to the new entity (Dylan Butts/CNBC)

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In Meta's Q4 earnings call, Mark Zuckerberg says it plans to start shipping new models and products throughout 2026 and hints at "agentic shopping tools" (Russell Brandom/TechCrunch)

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Satya Nadella says Windows 11 reached 1B users during Q2, growing over 45% YoY and at a faster rate than Windows 10 did (Tom Warren/The Verge)

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Sebastiaan de With, co-founder of the iPhone camera app Halide who previously freelanced for Apple, says he has joined Apple's Human Interface Design team (Chance Miller/9to5Mac)

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Sources: OpenAI is considering using biometric verification like World's eyeball scanning Orb for its planned social network to ensure its users are real people (Anna Tong/Forbes)

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Sources: the White House will meet with banks and crypto firms on Monday to discuss a path forward for crypto legislation stalled by a clash between the sectors (Hannah Lang/Reuters)

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ServiceNow reports Q4 revenue up 20.5% YoY to $3.57B, vs. $3.53B est., and subscription revenue up 21% YoY to $3.47B; NOW drops ~3% after hours (Samantha Subin/CNBC)

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Tesla says it agreed to invest $2B in xAI for preferred shares as part of xAI's Series E, despite a shareholder vote in November that failed to win approval (Kara Carlson/Bloomberg)

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Microsoft reports Azure Q2 revenue up 39% YoY, vs. 38.8% est.; Microsoft cloud's contracted backlog grew 110% to $625B, ~45% of which was driven by OpenAI alone (Reuters)

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PaleBlueDot, which operates a GPU capacity marketplace and designs GPU clusters for enterprises, raised a $150M Series B led by B Capital at a $1B+ valuation (Krystal Hu/Reuters)

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Microsoft says capital expenditures for Q2 hit $37.5B, exceeding analyst estimates for $36.2B; MSFT drops 4%+ after hours (Matt Day/Bloomberg)

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Microsoft Q2 gaming revenue fell 9% YoY, including a 32% drop in Xbox hardware revenue and a 5% decline in Xbox content and services, which includes Game Pass (Tom Warren/The Verge)

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IBM reports Q4 revenue up 12% YoY to $19.7B, vs. $19.2B est., and projects 2026 revenue growth and free cash flow above estimates; IBM jumps 8%+ after hours (Brody Ford/Bloomberg)

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Meta reports Reality Labs Q4 revenue of $955M vs. $940.8M est. and a $6.02B operating loss vs. $5.67B est.; Reality Labs now has $75B+ in losses since late 2020 (Jonathan Vanian/CNBC)

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Meta expects 2026 capex to be $115B-$135B, compared with a $110.6B analyst estimate and $72.2B in 2025, driven by investments in superintelligence labs (Bloomberg)

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Microsoft reports Q2 revenue up 17% YoY to $81.3B, operating income up 21% to $38.3B, net income up 60% to $38.5B, and Microsoft Cloud revenue up 26% to $51.5B (Microsoft)

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Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META up 9%+ after hours (Meta)

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Crypto PAC Fairshake expanded its war chest to $193M by the end of last year, up from $141M in July; Ripple gave $25M, and a16z gave $24M in H2 2025 (Emily Wilkins/CNBC)

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DHS reveals that NEC is the vendor that sold Mobile Fortify, a facial recognition app used by federal immigration agents to identify people in the field, to CBP (Wired)

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Fidelity Investments announces its own stablecoin, the Fidelity Digital Dollar, or FIDD, available to institutional and retail clients in the coming weeks (Jeff John Roberts/Fortune)

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A co-creator of the dark web marketplace Empire Market pleads guilty to US drug conspiracy charges for facilitating $430M in illegal transactions in 2018-2020 (Sergiu Gatlan/BleepingComputer)

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Decagon, which offers AI-powered customer service agents, raised a $250M Series D led by Coatue and Index Ventures at a $4.5B valuation, up from $1.5B in June (Shirin Ghaffary/Bloomberg)

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Google updates Gemini in Chrome with a new side panel, an auto browse feature that can navigate pages and take actions for AI Pro and AI Ultra users, and more (Kyle Kucharski/ZDNET)

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Following UK CMA's proposals, Google says it is exploring controls to let websites opt out of AI Overviews and AI Mode (Barry Schwartz/Search Engine Roundtable)

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The UK CMA proposes measures to let publishers opt out of content scraping for Google's AI Overviews and AI training without losing visibility in search results (Robert Booth/The Guardian)

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Canada says it is talking to Meta to restore news to Facebook and Instagram as the Online News Act is put on the table as part of trade negotiations with the US (Marie Woolf/Globe and Mail)

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Google DeepMind researchers unveil AlphaGenome, an AI model trained on molecular data to predict 11 different genomic processes, such as gene splicing (Carl Zimmer/New York Times)

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Slice, which uses AI agents to encode tax policies and legal rules across 60+ countries, raised a $25M Series A led by Insight, taking its total funding to $32M (Mary Ann Azevedo/This Week in Fintech)

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Adaptive6, which treats cloud cost inefficiencies as security vulnerabilities to help companies cut bills, raised a $28M Series A, for $44M in total funding (Mike Wheatley/SiliconANGLE)

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Outtake, which uses autonomous AI agents to help companies detect and remove cyberthreats, raised $40M led by Iconiq, after a $16.5M Series A in April 2025 (Samantha Subin/CNBC)

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ESA astronomers say they used AI model AnomalyMatch to scan 100M image cutouts from the Hubble Legacy Archive in 2.5 days, finding ~1,400 "anomalous objects" (Robert Hart/The Verge)

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Tel Aviv-based Factify raised a $73M seed led by Valley Capital to develop an AI-native document standard intended to replace the legacy PDF format (Gil Press/Forbes)

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LinkedIn launches a new feature to let users display verified "vibe coding" and AI proficiency levels from third-party partners including Replit and Lovable (Karissa Bell/Engadget)

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Battery recycling and cathode production startup Redwood expands its Series E to $425M, sources say at a $6B valuation, adds Google as a new strategic investor (Kirsten Korosec/TechCrunch)

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Spotify paid out $11B+ to the music industry in 2025, up 10% YoY, bringing its all-time payments to $70B, and now accounts for ~30% of recorded music revenue (Ethan Millman/The Hollywood Reporter)

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Snap launches a wholly-owned subsidiary called Specs Inc. for its upcoming AR glasses, in a bid to facilitate minority investment and offer distinct branding (Jess Weatherbed/The Verge)

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Apple Creator Studio review: the subscription suite offers value, but lacks a photo management tool to rival Lightroom and lacks iOS support for flagship apps (Chris Welch/Bloomberg)

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Bluesky says it is working to make feeds more "live", interactive, and timely during live events, and teases improvements to posting and follow suggestions (Jess Weatherbed/The Verge)

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AI sales startup Clay launches its second employee tender offer in under nine months, valuing it at $5B, up from $3.1B in August and $1.5B in its May 2025 offer (Michael J. de la Merced/New York Times)

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