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Sources: SoftBank plans to create an AI and robotics company called Roze in the US to build data centers and list it as early as 2026, seeking a $100B valuation (Financial Times)

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Musk v. Altman: Elon Musk says he was a "fool" for backing OpenAI, accusing Altman and Brockman of manipulating him into donating tens of millions of dollars (Angel Au-Yeung/Wall Street Journal)

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Sources: Anthropic has begun weighing a new funding round at a $900B+ valuation, after previously resisting investor proposals at an $800B+ valuation (Bloomberg)

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Meta says Q1 family daily active people fell 20M QoQ to 3.56B, vs. 3.62B est., due to internet disruptions in Iran and WhatsApp access restrictions in Russia (Jonathan Vanian/CNBC)

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Alphabet reports Q1 revenue up 22% YoY to $109.9B, vs. $107.2B est., and Google Cloud revenue up 63% to $20B, vs. $18.05B est.; GOOG jumps 6%+ after hours (Alphabet)

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Google says paid subscriptions reached 350M in Q1, up 25M QoQ, driven by YouTube and Google One, while Gemini Enterprise paid MAUs grew 40% QoQ (Sarah Perez/TechCrunch)

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eBay reports Q1 revenue up 19% YoY to $3.09B, vs. $3.04B est., net income up 2% to $512M, GMV up 18% to $22.2B, and forecasts Q2 revenue above estimates (Kelly Cloonan/Wall Street Journal)

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AWS revenue rose 28% YoY in Q1 to $37.6B, vs. $36.64B est., its fastest growth in 15 quarters, as capital expenditure rose to $44.2B, up from $25B in Q1 2025 (Quartz)

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Qualcomm reports Q2 revenue down 3% YoY to $10.6B and says a top hyperscaler is on track to begin using its chips later this year; QCOM jumps 12%+ after hours (Ian King/Bloomberg)

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Microsoft reports Q3 Xbox hardware revenue fell 33% YoY and Xbox content and services revenue, which includes Game Pass, dropped 5% YoY (Emma Roth/The Verge)

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Google has told employees in a memo that it "proudly" works with the US military and will continue to do so, amid opposition from some staff over DOD contracts (Financial Times)

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Meta reports Reality Labs Q1 revenue of $402M, vs. $488.8M est., and a $4.03B operating loss, vs. $4.82B est.; Reality Labs has $80B+ in losses since late 2020 (Jonathan Vanian/CNBC)

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Microsoft's Q3 Intelligent Cloud revenue was $34.68B vs. $34.27B est., with Azure and other cloud services surging 40% YoY; Microsoft 365 Copilot has 20M+ seats (Jordan Novet/CNBC)

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Meta raises its 2026 capex to between $125B and $145B, exceeding analysts' estimates, after previously forecasting $115B to $135B; META drops 6%+ after hours (Riley Griffin/Bloomberg)

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Amazon reports Q1 ad revenue up 24% YoY to $17.24B, vs. $16.87B est., and subscription services revenue up 15% to $13.43B (Annie Palmer/CNBC)

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Alphabet reports YouTube's Q1 ad revenue rose 10.7% YoY to $9.88B, vs. $9.99B est., and Google's ad revenue reached $77.25B, up from $66.89B in Q1 2025 (Todd Spangler/Variety)

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Microsoft reports Q3 revenue up 18% YoY to $82.9B, net income up 23% to $31.8B, and says its AI business surpassed an annual revenue run rate of $37B, up 123% (Microsoft)

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Amazon reports Q1 revenue of $181.5B, up 17% YoY, net income of $30.3B, up 77%, and operating income of $23.9B, up 30% YoY (Amazon)

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Alphabet updates its 2026 capital expenditure guidance range to $180B to $190B, up from $175B to $185B, and expects capex to "significantly increase" in 2027 (Jennifer Elias/CNBC)

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Meta reports Q1 revenue up 33% YoY to $56.31B, net income up 61% to $26.77B, and family DAP up 4% to 3.56B on average for March (Meta)

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Letters: House Homeland Security Committee and House China Select Committee are probing Airbnb and Cursor maker Anysphere over their use of Chinese AI models (Rachyl Jones/Semafor)

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Google says the Gemini app can now generate files; supported formats include PDF, Microsoft Word and Excel, Google Docs and Sheets, plain text, and Markdown (Abner Li/9to5Google)

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Meta quietly rolled out USDC stablecoin payouts on Solana and Polygon for select creators in Colombia and the Philippines (Fortune)

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Sources: PayPal is separating Venmo into its own standalone unit and is looking to recruit a digital banking executive to run the new Venmo segment (Hugh Son/CNBC)

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SpaceX draft IPO filing: from 2023 to 2025, Starlink's individual subscribers rose from 2.3M to 8.9M, revenue grew from $3.9B to $11.4B, and ARPU fell 18% (The Information)

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Pursuit, which uses AI to scan public data to help companies find and win government contracts, raised a $22M seed led by OpenGov co-founder Mike Rosengarten (Dominic-Madori Davis/TechCrunch)

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OpenLight, which designs custom application-specific photonic chips, raised $50M in a Series A extension, after raising $34M in August 2025 (Charlotte Trueman/DatacenterDynamics)

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Sources: Apple plans a new Siri camera mode in iOS 27 by moving Visual Intelligence, currently tied to the Camera Control button, into the camera app (Mark Gurman/Bloomberg)

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Motorola unveils its 2026 foldables lineup, including its first book-style model, which costs $1,900; prices for clamshell models have gone up by up to $200 (Chris Welch/Bloomberg)

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Scout AI, which is building an AI model to operate and command military assets like autonomous ATVs, raised a $100M Series A co-led by Align and Draper (Tim Fernholz/TechCrunch)

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Seven families of victims in the Tumbler Ridge shooting in Canada sue OpenAI, accusing it of failing to warn authorities about the suspect's ChatGPT activity (Clare Duffy/CNN)

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Aidoc, which provides AI medical imaging software to flag incidental findings on CT scans and X-rays, raised a $150M Series E, taking its total funding to $520M (Brock E.W. Turner/Axios)

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Uber partners with Expedia to launch a hotel booking integration in its app in the US, and plans to add Expedia's Vrbo brand later in 2026 (Natalie Lung/Bloomberg)

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SpaceX IPO filing: Elon Musk can only be removed as CEO via a vote by holders of Class B super-voting shares, which he will control post-IPO, a rare provision (Reuters)

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Crypto payments company MoonPay acquires Israeli crypto security startup Sodot, sources say in a ~$100M all-stock deal, to launch a unit focused on institutions (Emily Nicolle/Bloomberg)

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Brookfield-backed Compass drops plans to develop 800+ acres in Virginia's 2,100-acre Digital Gateway data center corridor, sources say due to local opposition (Dawn Lim/Bloomberg)

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Divine, a Vine reboot financed by Jack Dorsey-backed nonprofit "and Other Stuff" and built by an early Twitter employee, debuts with ~500K restored Vine videos (Sarah Perez/TechCrunch)

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Google celebrates 20 years of Translate with a new AI pronunciation practice tool for Android users in the US and India; Translate gets 1B+ queries per month (Macy Meyer/CNET)

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Rogo, which uses AI to help lighten junior bankers' workloads, raised a $160M Series D led by Kleiner Perkins at a $2B valuation, up from $750M in January (Todd Gillespie/Bloomberg)

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Sources: OpenAI has, in practice, abandoned its Stargate JV in favor of large bilateral deals; execs say its guiding principle remains to "build more compute" (Financial Times)

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Hightouch, which uses AI to help marketers create and manage campaigns, raised $150M led by Goldman Sachs and Bain at a $2.75B valuation, up from $1.2B in 2025 (Patrick Coffee/Wall Street Journal)

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Mayo Clinic researchers detail Redmod, an AI system that identified subtle changes in routine CT scans an average of 475 days before pancreatic cancer diagnosis (Jason Gale/Bloomberg)

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A working paper uses an LLM to analyze X's political discourse, finding that anger is by far the most common emotion expressed by US users, especially those 65+ (Tim Harford/Financial Times)

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Chinese regulators killed the Manus template by blocking Meta's $2B takeover in a 54-character decree, creating an uncertain era for China's growing AI industry (Bloomberg)

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Cognizant agrees to acquire Astreya, which helps manage data center infrastructure, AI lab environments, and enterprise networks, for ~$600M, set to close in Q2 (Reuters)

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Indonesia sentences eFishery founder Gibran Huzaifah to nine years in prison, concluding a $300M scandal that destroyed one of Southeast Asia's top startups (Bloomberg)

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Cash-rich AI startups fuel a boom in Manhattan's commercial real estate market; many offices have more vacant desks than workers, as startups prepare to scale (Isabelle Bousquette/Wall Street Journal)

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Knight Frank: Anthropic, OpenAI, and other AI companies have leased 1M+ square feet of London office space since the start of 2025, or ~7% of available listings (Natasha Voase/Bloomberg)

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Samsung's Lee family dynasty reached a combined ~$45.5B net worth in March, up from ~$20.1B in 2025, amid the AI boom; they are now Asia's third-richest family (Bloomberg)

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YouTube rolls out Full Multiview Customization to YouTube TV, letting users pin up to four live streams in a window, after debuting a limited version in 2023 (Jay Peters/The Verge)

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