Articles from www.wsj.com

Articles from www.wsj.com

Note to staff: Sam Altman says OpenAI seeks a DOD deal with exemptions for cases like domestic surveillance and wants to “help de-escalate” DOD-Anthropic fight (www.wsj.com)
9 days ago

Intuit reports Q2 revenue up 17% YoY to $4.65B, vs. $4.53B est., and forecasts Q3 revenue growth of ~10% and EPS below expectations; INTU drops 5%+ after hours (www.wsj.com)
10 days ago

Sam Altman's Tools for Humanity is partnering with brands like Gap, Visa, and Tinder to market its World ID human verification product (www.wsj.com)
10 days ago

Software stocks in the State Street ETF lost $1.6T in combined market cap in 2026 due to AI fears; Microsoft, AppLovin, Intuit, and Salesforce each lost $50B+ (www.wsj.com)
10 days ago Microsoft ETF AI Salesforce

Mistral and Accenture sign a multi-year deal to let Accenture deploy Mistral's models for its clients; Mistral has deals with IBM, Cisco, SAP, ASML, and others (www.wsj.com)
10 days ago IBM Cisco

Baidu reports Q4 revenue down 4% YoY to ~$4.8B, its third consecutive quarter of revenue decline, and net profit down 66% YoY to ~$259M, below ~$374M est. (www.wsj.com)
10 days ago 4Q

A look at how both small and large companies, including Meta, are tracking and enforcing employees' AI usage and considering it during performance reviews (www.wsj.com)
11 days ago AI

Sources: Thrive invested $1B in OpenAI in 2025 at a $285B valuation in a transaction akin to a call option; OpenAI was separately raising at a $830B valuation (www.wsj.com)
11 days ago

Stablecoin operator Circle reports Q4 revenue up 77% YoY to $770M, vs. $747M est., and $133.4M net income; USDC ended 2025 with ~$75B in circulation, up 72% YoY (www.wsj.com)
11 days ago 4Q

DoorDash says it plans to exit Qatar, Singapore, Japan and Uzbekistan, winding down both Deliveroo and Wolt, and make limited operational changes elsewhere (www.wsj.com)
11 days ago Japan Singapore Qatar

A look at how both small and large companies are tracking and enforcing employees' AI usage and considering it during performance reviews (www.wsj.com)
12 days ago AI

Roku reported an $88.4M profit in 2025, after a $498M loss in 2022, a $709.6M loss in 2023, and a $129.4M loss in 2024, boosted by new ad deals and cost cutting (www.wsj.com)
12 days ago

Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026 (www.wsj.com)
12 days ago AMD

A look at Apple's efforts to reshore the US chip supply chain, as the company commits to buying more than 100M chips from TSMC Arizona in 2026 (www.wsj.com)
13 days ago Apple

Apple says it plans to move some production of Mac Mini to Houston from Asia later in 2026, as part of its efforts to invest $600B in the US over four years (www.wsj.com)
13 days ago Asia Apple

The administrator winding down Terraform Labs sues Jane Street, alleging it engaged in insider trading to profit from and ultimately hasten Terraform's collapse (www.wsj.com)
13 days ago

How Binance staffers found $1B was sent to sanctioned Iranian entities via the exchange, which dismantled their probe and suspended them after Trump pardoned CZ (www.wsj.com)
13 days ago Trump Iran

Some AI startups are boosting their valuations by raising capital in back-to-back or multitiered deals, raising questions about how much they are really worth (www.wsj.com)
13 days ago Startup AI

Anthropic says DeepSeek, MiniMax, and Moonshot violated its ToS by prompting Claude a combined 16M+ times and using distillation to train their own products (www.wsj.com)
13 days ago

Software stocks extend their weeks-long selloff, with AppLovin, Datadog, Workday down 7%+; several of the biggest decliners were discussed in a post by Citrini (www.wsj.com)
13 days ago

How Buddy Rizer, an official in Virginia's Loudoun County, helped build the world's largest data center market, with ~200 buildings spanning ~49M square feet (www.wsj.com)
13 days ago Virginia

Sources: Dell, Lenovo, and other PC makers are working with Nvidia on laptops that use the Arm-based Nvidia-MediaTek SoC, which could launch in H1 2026 (www.wsj.com)
13 days ago Nvidia Lenovo

Sources: Dell, Lenovo, and other PC makers are working with Nvidia on laptops using the Arm-based Nvidia-MediaTek system-on-a-chip, which could come in H1 2026 (www.wsj.com)
14 days ago Nvidia Lenovo

A profile of Neil Shen of HSG, formerly Sequoia China, which raised $9B from US investors before US restrictions and has funded Manus and other Chinese startups (www.wsj.com)
14 days ago China Startup

Sources: OpenAI staff raised concerns about a Canadian mass shooting suspect months ago; OpenAI says her activity didn't meet the bar for reporting to police (www.wsj.com)
16 days ago Canada

Sources: Google may invest $100M in Fluidstack at a $7.5B valuation and has backstopped crypto miners that are building datacenters, seeking to expand TPU use (www.wsj.com)
16 days ago Google

Uber's market cap fell to ~$150B, down ~25% in six months, as investors weigh robotaxi disruption, perceiving it as a two-horse race between Waymo and Tesla (www.wsj.com)
17 days ago Uber Tesla

CZ returned to the US for the first time since his release from prison in 2024, to attend a WLF event at Mar-a-Lago attended by Brian Armstrong and others (www.wsj.com)
17 days ago

Book extract: ex-Sony Entertainment CEO Michael Lynton recounts his role in sparking North Korea's 2014 hack, one of the worst cyberattacks in corporate history (www.wsj.com)
17 days ago Korea Sony

A Las Vegas federal appeals court rejects Kalshi's emergency bid for an administrative stay against Nevada's efforts to block the platform, a major setback (www.wsj.com)
18 days ago Vegas

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