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Sources and executives: the war in the Middle East disrupted crucial PCB raw material supplies; Goldman Sachs says PCB prices surged as much as 40% MoM in April (Reuters)

Chinese state media: China formalizes gig worker rules for online platforms, calling for standardized contracts, fair pay, and stronger labor protections (Bloomberg)

Stuttgart-based Sereact, which develops software for industrial robots to handle tasks they haven't been trained on, raised a $110M Series B led by Headline (Yazhou Sun/Bloomberg)

Filing: Beijing-based GPU maker Moore Threads reports Q1 revenue up 155% YoY to ~$107.89M, and a $4.3M net profit, up from a ~$16.46M net loss in Q1 2025 (Iris Deng/South China Morning Post)

Sources: Jay Chen, who led Tokyo Electron's China operations, left the company after the chip toolmaker discovered his family invested in Chinese competitors (Financial Times)

Taiwan's Intellectual Property and Commercial Court sentences ex-Tokyo Electron engineer Chen Li-ming to 10 years in prison for stealing TSMC's proprietary data (Debby Wu/Bloomberg)

OpenAI publishes a five-principle framework for AGI development, pledging to resist concentrating AI power and to collaborate with companies and governments (Marcus Schuler/Implicator.ai)

An interview with Bill Nguyen, a tech entrepreneur who is completely outsourcing parts of his life to an AI assistant in his bid to create a virtual body double (Reed Albergotti/Semafor)

An amateur solved a 60-year-old Erdős problem using a single GPT-5.4 Pro prompt; Terence Tao says it's a "nice achievement" with unclear long-term significance (Joseph Howlett/Scientific American)

Cyera agrees to acquire Ryft, an Israeli startup building automated data access and governance tools for enterprise AI deployment, sources say for $100M-$130M (Meir Orbach/CTech)

Palantir Slack logs and staff interviews reveal internal debates over the company's ICE and DOD contracts during Trump's second term, its manifesto, and more (Makena Kelly/Ars Technica)

Collov Labs, whose visual interface lets users feed images and camera input into a model that AI agents can reason over and act on, raised a $23M Series A (Chris Metinko/Axios)

A profile of Dwarkesh Patel, whose podcast has become mandatory listening in the AI community, with guests like Jensen Huang, Elon Musk, and Mark Zuckerberg (Benjamin Wallace/New York Times)

Sources: Tokyo-based humanoid robotics startup Genki Robotics, co-founded by Andy Rubin, raised a Series A at a ~$1B valuation; it raised a ~$50M seed in 2025 (Lucinda Shen/Axios)

ASML says it plans to make at least 60 of its standard EUV machines this year, 36% more than it sold in 2025, as it races to meet demand for making AI chips (Kim Mackrael/Wall Street Journal)

Inside Andon Market, billed as the first retail boutique run by an AI agent; the Andon Labs experiment uses a Claude Sonnet 4.6-based agent to run the boutique (Heather Knight/New York Times)

An interview with Xbox CEO Asha Sharma and EVP Matt Booty on the "Return of Xbox" memo, making Xbox Series X and S the "first-class experience again", and more (Stephen Totilo/Game File)

Epoch AI: Google controls ~25% of global AI compute, with ~3.8M TPUs and 1.3M GPUs; Google Cloud CEO Thomas Kurian says demand and revenue justify the spend (Stephen Morris/Financial Times)

Survey of 1,050 Australian teens: ~60% said they retained access to social media accounts after ban; two-thirds say platforms took no action to remove accounts (Sasha Rogelberg/Fortune)

A look at growing and increasingly public personal security measures for tech executives as public sentiment turns darkly negative on AI (Eli Rosenberg/The Information)

A look at Strider, an intelligence firm that claims to use agentic AI and public records to let the US Air Force, NATO, and others identify foreign state actors (Jamie Tarabay/Bloomberg)

Trump hosted a gala luncheon for leading $TRUMP holders, where he spoke about his pro-crypto policies, but didn't mention the memecoin's declining value (Wall Street Journal)

A look at Tin Can's $100 retro-style, Wi-Fi-enabled landline phone, and how some schools are seeding the device to students in an attempt to curb smartphone use (Samantha Kelly/Bloomberg)

A look at "Stanford inside Stanford", where VCs pursue 18- and 19-year-old students, offering mentorship and funding in a bid to convert promise into profit (Theo Baker/The Atlantic)

How the Vatican is moving faster than most legacy institutions to shape AI rules and guardrails, with an AI framework, banning use of AI to write homilies, more (Russell Contreras/Axios)

Analysis: Taiwan's stock market value has surpassed the UK's at ~$4.3T, with South Korea close behind, driven by massive gains in TSMC, Samsung, and SK Hynix (Bloomberg)

Citizen Lab details two spying campaigns that abuse weaknesses in the SS7 and Diameter protocols across 2G, 3G, 4G, and 5G networks to track people's locations (Lorenzo Franceschi-Bicchierai/TechCrunch)

An overview of Elon Musk's $134B lawsuit against Sam Altman, scheduled to begin on Monday, accusing Altman of reneging on a vow to keep OpenAI nonprofit (Ashley Capoot/CNBC)

Intel's upbeat outlook suggests CEO Lip-Bu Tan is making progress on a turnaround, having strengthened the company's balance sheet and now improving operations (Ian King/Bloomberg)

Report: Samsung co-CEO TM Roh told company leaders that the mobile division MX could report its first ever annual loss this year, amid RAM and storage shortages (Ben Schoon/9to5Google)

The value of US government's stake in Intel has increased fourfold to ~$36B, since an August 2025 announcement that the US will buy a stake worth $8.9B (Bloomberg)

A $16B financing for a giant Oracle data center in Michigan has closed, with BofA selling $14B in bonds; Oracle plans to use the campus to power apps for OpenAI (Bloomberg)

LinkedIn profile review shows Thinking Machines Lab has been hiring more researchers from Meta than from any other employer; TML's headcount now stands at ~140 (Connie Loizos/TechCrunch)

Adyen plans to acquire Talon.One, a platform for loyalty and incentives that serves more than 300 global merchants, for €750M, expected to close in H2 2026 (PYMNTS.com)

Anthropic details Project Deal, a marketplace experiment where Claude models bought, sold, and negotiated personal belongings on behalf of Anthropic employees (Anthropic)

Lawmakers and lobbyists say the Trump administration has lobbied against legislation that would regulate AI in at least six Republican-led states (Amrith Ramkumar/Wall Street Journal)

Instacart co-founder Apoorva Mehta launches Abundance, a hedge fund that aims to have AI agents run the entire fund, with $100M in seed funding (Hema Parmar/Bloomberg)

Europe's dependence on US companies in tech and finance is in no small part its own fault after overregulation left European businesses too weak to compete (The Economist)

A US judge dismisses Elon Musk's fraud claims in his OpenAI lawsuit, at Musk's request to streamline the case, but plans to proceed to trial on other claims (Jonathan Stempel/Reuters)

The US CFTC sues New York, accusing the state of invading its authority to regulate prediction markets by filing lawsuits against Coinbase and Gemini (Jonathan Stempel/Reuters)

Diplomatic cable: US State Department has ordered a global push to bring attention to alleged distillation of US models by Chinese labs, including DeepSeek (Raphael Satter/Reuters)

Thrive is taking a stake in the San Francisco Giants via a new venture that will invest in franchises and cultural institutions that can't be replicated by AI (Kate Clark/Wall Street Journal)

Brazil's Finance Minister Dario Durigan says the country has blocked prediction market platforms and tightened derivatives rules to curb "bet-like" products (Reuters)

Sources: the WH pushed out the head of the Center for AI Standards and Innovation, Collin Burns, a former Anthropic researcher, after just four days on the job (Ian Duncan/Washington Post)

Series, founded by two seniors at Yale to build an AI-powered social network on iMessage, raised a $5.1M pre-seed from Reddit CEO Steve Huffman and others (Dominic-Madori Davis/TechCrunch)

The Wire by Acutus, an AI-generated site with articles attacking AI industry critics, appears to be funded by the OpenAI-backed super PAC Leading The Future (@themidasproj)

Nvidia stock jumps 4.3% to close at a record for the first time since Oct., pushing Nvidia's market cap past $5T, as a rally in Intel pushed chipmakers higher (Jordan Novet/CNBC)

Sam Altman apologizes to a Canadian town for not alerting police to the activity of a mass shooting suspect when her ChatGPT account was suspended (Wall Street Journal)

Intel stock closes up 23.6%, its best performance since October 1987, as Intel shows signs of renewed growth amid the AI boom; the stock is up 124% YTD (CNBC)

ComfyUI, which gives creators granular control over image, video, and audio outputs from diffusion models, raised $30M at a $500M valuation (Marina Temkin/TechCrunch)