Articles from www.wsj.com

Articles from www.wsj.com

Palo Alto Networks reports Q2 revenue up 15% YoY to $2.6B, vs. $2.58B est., and projects Q3 adjusted EPS below estimates; PANW drops 7%+ after hours (www.wsj.com)
19 days ago

Indian IT giant Infosys partners with Anthropic to develop AI services for telecoms, with plans to expand to finance, manufacturing, and software development (www.wsj.com)
20 days ago India AI Manufacturing

Micron, which has undertaken a $200B US expansion, says it can currently meet about 50%-66% of demand for some key customers, as AI drives memory chip demand (www.wsj.com)
20 days ago AI

Letter and sources: Starboard plans to nominate a majority slate to Tripadvisor's board; Starboard holds a 9% stake, and TRIP has dropped ~46% in the past year (www.wsj.com)
20 days ago

As India prepares to host its AI Impact Summit in New Delhi this week, the country is set to promote a frugal AI strategy focused on solving local issues (www.wsj.com)
20 days ago India AI

Sensor Tower: dating app downloads in Saudi Arabia have risen annually for five years, hitting 3.5M in 2025, as liberalization enables more casual relationships (www.wsj.com)
20 days ago Arabia Sensor Saudi Arabia

Anthropic partners with CodePath to help redesign computer coding curricula at hundreds of US community and state colleges, integrating Claude AI tools (www.wsj.com)
22 days ago AI

Anthropic adds Chris Liddell, a former Microsoft and GM exec who helped GM IPO and worked in Trump's first administration, to its board ahead of a potential IPO (www.wsj.com)
23 days ago Trump Microsoft IPO

Anthropic adds Chris Liddell, an ex-Microsoft and GM exec who helped GM IPO and worked in Trump's first administration, to its board ahead of a potential IPO (www.wsj.com)
23 days ago Trump Microsoft IPO

Companies like Stripe, OpenAI, Anthropic, and SpaceX are letting workers cash out before their IPOs, a move once seen as taboo and lacking long-term commitment (www.wsj.com)
23 days ago IPO SpaceX

Meta's auditor Ernst & Young raised a red flag over the financial engineering Meta used to keep its $27B Hyperion data center project off its balance sheet (www.wsj.com)
24 days ago

A Dutch court orders an investigation into alleged mismanagement at Chinese-owned chip company Nexperia and upholds the suspension of CEO Zhang Xuezheng (www.wsj.com)
25 days ago China Netherlands

Investigation: as Ford pushes its BlueCruise driving system, some drivers found it confusing to use, misunderstood its limitations, and didn't heed its warnings (www.wsj.com)
25 days ago Ford

SMIC CEO Zhao Haijun says the industry is “a bit panicked” about memory shortages, and new supply may arrive in nine months; memory prices are up 80%+ in 2026 (www.wsj.com)
25 days ago

Chinese video game giant NetEase reports Q4 revenue up 3% YoY to ~$4B and net profit down 29% to ~$903M, below ~$1.2B est., as it pushes self-developed games (www.wsj.com)
25 days ago China 4Q

Sources: Amazon, Google, and others plan to skirt Trump's $100K H-1B fee by finding workers in categories that don't include the fee, like existing H-1B holders (www.wsj.com)
25 days ago Trump Google Amazon H1B

Sources: OpenAI fired VP Ryan Beiermeister in January for alleged sexual discrimination; she had earlier raised concerns about the upcoming launch of adult mode (www.wsj.com)
26 days ago

Robinhood reports Q4 revenue up 27% YoY to $1.28B, below est., crypto revenue down 38% to $221M, below est., and net income down 34%; HOOD drops 5%+ after hours (www.wsj.com)
26 days ago 4Q

As OpenAI moves to retire GPT-4o on February 13, sources say it is being scrapped partly because OpenAI struggled to contain its potential for harmful outcomes (www.wsj.com)
26 days ago

Sources: Mark Zuckerberg plans to buy a Miami mansion, likely to cost up to $200M, joining other tech billionaires as California proposes a 5% billionaire tax (www.wsj.com)
26 days ago Tax Zuckerberg California

South Korean online travel platform Myrealtrip aims to hit a $1B+ valuation in a Seoul IPO as early as H2 2027, per CEO Donggun Lee, amid a boom in tourism (www.wsj.com)
26 days ago Korea IPO

Analysis: despite AI ads outnumbering traditional Super Bowl ad categories like beer, nostalgia-driven ads from Budweiser and Dunkin' dominated social media (www.wsj.com)
26 days ago AI

SMIC reports Q4 revenue up 13% YoY to $2.49B, above est., net profit up 61% YoY to $172.85M, above $139.5M est., and 2025 revenue of $9.33B, above 2024's $8.03B (www.wsj.com)
26 days ago 4Q

As OpenAI prepares to retire 4o on February 13, sources say the company scrapped it partly because it struggled to contain 4o's potential for harmful outcomes (www.wsj.com)
27 days ago

Onsemi reports Q4 revenue down 11% YoY to $1.53B, vs. $1.54B est., as its two biggest business units continue to post sales declines; ON drops 4%+ after hours (www.wsj.com)
27 days ago 4Q

Neara, which builds digital twins of critical infrastructure to help prepare for disasters, raised a AU$90M Series D, a source says at a AU$1.1B valuation (www.wsj.com)
27 days ago

A profile of Amanda Askell, Anthropic's resident philosopher, who is learning Claude's reasoning patterns in a bid to endow it with a sense of morality (www.wsj.com)
27 days ago

PE firm Advent, FedEx, A&R, and PPF agree to acquire Polish automated parcel delivery company InPost for €7.8B; the company has 61K automated parcel lockers (www.wsj.com)
27 days ago Poland

How Runna, an AI-powered virtual coaching app acquired by Strava in 2025, toned down its aggressive training plans following reports of injuries from some users (www.wsj.com)
28 days ago AI

How China boosts its humanoid robot industry, giving companies land, favorable bank loan terms, and sometimes subsidizing the robots' purchase price by ~10% (www.wsj.com)
28 days ago China Robot

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