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Sales of PC motherboards are expected to fall 25%+ YoY in 2026, as PC users delay their upgrades amid AI-driven price surges for memory, storage, and processors (Jowi Morales/Tom's Hardware) [1h]
A profile of Anthropic CFO Krishna Rao, who tends to take a conservative approach to revenue projections and has chosen to raise less money than is available (Kate Clark/Wall Street Journal) [4h]
Palo Alto Networks says in its testing, three weeks of frontier AI-assisted analysis matched a full year of manual penetration testing, with broader coverage (Sam Rubin/Palo Alto Networks Blog) [4h]
Anthropic details how it improved Claude's safety training after finding agentic misalignment in older models, such as Opus 4 blackmailing engineers (Anthropic) [4h]
OpenAI president Greg Brockman's journal has emerged as a star witness in the Musk v. Altman trial; Brockman says he stopped writing about OpenAI in it in 2023 (Ben Cohen/Wall Street Journal) [5h]
Source: Mistral AI and TML's founding member Devendra Chaplot, who was considered a marquee hire when he joined xAI in March, exited xAI after roughly a month (The Information) [5h]
NHTSA says the 2026 Tesla Model Y is the first car model to pass the agency's new ADAS tests; Tesla conducted the tests and submitted the results to the NHTSA (Kirsten Korosec/TechCrunch) [5h]
Beijing-based humanoid robotics company Robotera raised over $200M led by SF Group, after raising ~$146M in March at a ~$1.47B valuation (Du Zhihang/Caixin Global) [8h]
Honeywell's Quantinuum files for a US IPO, reporting a $136.6M net loss on revenue of $5.2M for the three months ended March 31; sources: it could raise $1.5B+ (Carmen Reinicke/Bloomberg) [8h]
Trump Media and Technology Group reports Q1 net sales up 6% YoY to $871,200 and a $405.9M net loss; DJT is down 35% so far in 2026 for a market cap of ~$2.47B (Todd Spangler/Variety) [10h]
The FCC says foreign-made routers and drones can now receive software updates at least until 2029, extending its earlier 2027 cutoff (Michael Kan/PCMag) [11h]
Sources: WH is preparing to order US agencies to partner with AI companies on cybersecurity; the EO wouldn't require pre-release model testing by the government (Bloomberg) [12h]
EU warns that VPNs are being used to bypass online age-verification systems, calling their use "a loophole in the legislation that needs closing" (Alex Lekander/CyberInsider) [13h]
Impressions of China's AI ecosystem after visiting many leading AI labs there, and the similarities and differences in working on LLMs in China and the West (Nathan Lambert/Interconnects AI) [13h]
Sources: Apollo Global and Blackstone are among private credit lenders in talks with Broadcom over a ~$35B financing deal to fund the development of AI chips (Bloomberg) [14h]
Sources: Cerebras plans to raise its IPO price range from $115-$125 per share to $125-$135 after drawing orders for more than 20x the number of shares available (Bloomberg) [15h]
A hack of Instructure's Canvas locked out students at schools and universities across the US in the middle of finals period; some US colleges postponed exams (Associated Press) [15h]
Sources: Isomorphic Labs, an AI-powered drug discovery company spun out of Google DeepMind, is in advanced talks to raise $2B+ led by Thrive Capital (Bloomberg) [15h]
Akamai says it struck a seven-year cloud computing deal with a "leading frontier model provider"; sources: the deal was with Anthropic and is worth $1.8B (Rachel Metz/Bloomberg) [16h]
Interviews with Intel CEO Lip-Bu Tan and other execs about the challenges of a turnaround, along with efforts to instill a sense of urgency in the organization (Ian King/Bloomberg) [16h]
Sources: Apple and Intel have reached a formal deal in recent months for Intel to manufacture some chips for Apple devices (Wall Street Journal) [17h]
OnlyFans agrees to sell a ~16% stake to Architect Capital for $535M in a deal that values the company at about $3.15B (Olivia Solon/Bloomberg) [18h]
Investor letter: TCI, one of the world's biggest hedge funds, cut almost all of its $8B stake in Microsoft, citing AI-related risks to Office and Azure (Costas Mourselas/Financial Times) [20h]
Whoop plans to offer on-demand video consultations with licensed clinicians for US users, and adds electronic health records and AI-powered health guidance (Brandon Gomez/CNBC) [20h]
Sony reports a $765M impairment loss due to underperformance of Marathon developer Bungie during the financial year ending March 31, 2026 (Wesley Yin-Poole/IGN) [21h]
Sources: DeepSeek seeks to raise ~$7.3B in its first-ever funding round at a $50B+ valuation, with CEO Liang Wenfeng making a personal investment of ~$2.9B (The Information) [22h]
European Central Bank President Christine Lagarde expressed skepticism over the need for euro-pegged stablecoins, saying they could hamper the ECB's work (Reuters) [22h]
Substack says paid subscriptions to creators in the UK, its second-largest market, hit 500K+; global paid subs hit 5M+, with 50+ creators earning $1M+ annually (Lily Ford/The Hollywood Reporter) [22h]
Filing: Lime files for an IPO, reporting 2025 revenue of $886.7M, up from $686.6M YoY, and a net loss of $59.3M, up from $33.9M; it was valued at $510M in 2020 (Jordan Fitzgerald/Bloomberg) [22h]
Nintendo reports Q4 revenue of ~$2.60B, below ~$2.75B est., net profit of ~$416M, above ~$403.68M est., and forecasts a decline in FY 2027 Switch 2 unit sales (Arjun Kharpal/CNBC) [23h]
Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, an outlier in the software industry amid the AI boom (Mike Wheatley/SiliconANGLE) [23h]