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Weekday mornings

The Information AM

By The Information Staff

Start your morning with the important global tech news of the day, covered by The Information team across five time zones.

By providing your email, you agree to The Information’s Privacy Policy

Recent Editions

Briefing

SpaceX Seeks FCC Approval to Launch 1 Million Satellites For Orbital Data Center

Jan 31, 2026 · 3:05pm PST
The SpaceX filing did not include details such as the size of the satellites, their cost, or when they would be launched.
Briefing

Google’s World-Generating AI Product Causes Selloff in Videogame Stocks 

Jan 31, 2026 · 2:15pm PST
Here's more proof that equity investors are highly sensitive to AI threats.
Briefing

Nvidia CEO Confirms New Investment in OpenAI, ‘Probably the Largest We Have Ever Made'

Jan 30, 2026 · 4:56pm PST
As The Information reported Wednesday, Nvidia is in talks to invest up to $30 billion in OpenAI as part of an equity funding round.
Briefing

SpaceX Made $8 Billion Profit in 2025

Jan 30, 2026 · 2:31pm PST
That figure does not include capital expenditures. 
Briefing

ByteDance and Alibaba to Launch New Models in Race for AI Supremacy in China

Jan 30, 2026 · 1:12am PST
The AI rivalry between the two Chinese tech giants is intensifying not only in model development but also in consumer apps and AI cloud services.
Briefing

iPhone Demand Fuels Huge Growth for Apple’s Holiday Quarter

Jan 29, 2026 · 3:30pm PST
Memory supply may hit margins in the current March quarter
Briefing

U.S. Regulator Plans New Prediction Market Rules

Jan 29, 2026 · 2:23pm PST
CFTC to withdraw Biden-era proposal that would ban political and sports contracts.
Briefing

U.S. Lawmaker Says Nvidia Helped DeepSeek Develop Models

Jan 29, 2026 · 11:35am PST · 1 comment
Michigan Rep. John Moolenaar said documents he requested from Nvidia show the firm helped DeepSeek with the "co-design of algorithms, frameworks, and hardware.”
Briefing

Apple Acquires AI Startup For Silent Communication

Jan 29, 2026 · 11:26am PST
FT reported the deal was worth close to $2 billion
Briefing

OpenAI Said to Consider Eyeball Orbs to Keep Bots Off Social Media

Jan 28, 2026 · 10:17pm PST
OpenAI is developing humans-only social media.
Briefing

C3.AI Jumps on Merger Report

Jan 28, 2026 · 5:03pm PST
The company is in talks to merge with privately owned Automation Anywhere, which would go public via the merger, The Information reported.
Briefing

Fidelity to Launch Stablecoin

Jan 28, 2026 · 4:34pm PST
Fidelity becomes the first major brokerage to launch a stablecoin.
Briefing

ServiceNow Shares Dip 7% on Sales Forecast, CEO Clarifies M&A Strategy

Jan 28, 2026 · 4:29pm PST
ServiceNow CEO Bill McDermott said his company's recent string of acquisitions isn't a sign that it can't expand its business with products developed in-house.
Briefing

Microsoft Cloud Growth Slows, But OpenAI Fuels 60% Surge in Revenue Backlog

Jan 28, 2026 · 2:11pm PST
But Microsoft said it had $625 billion in remaining performance obligations, 45% of which are from OpenAI.
Briefing

Meta Forecasts 73% Jump in 2026 Capex, 40% Rise in Expenses

Jan 28, 2026 · 1:46pm PST
Meta reported stronger than projected fourth quarter revenue of $59.8 billion, up 24% year on year.
Briefing

Tesla Discloses $2 Billion xAI Investment as Profit, Revenue Continue to Fall

Jan 28, 2026 · 1:46pm PST · 1 comment
Total revenues fell 3% year-over-year to $24.9 billion, while net income fell 61% to $840 million.
Briefing

Amazon Cuts 16,000 Employees

Jan 28, 2026 · 6:55am PST
The layoffs follow a similarly sized round in October
Briefing

China Approves First Batch of Nvidia H200 AI Chip Imports

Jan 28, 2026 · 2:12am PST
China approved 400,000 of the H200 AI chips for major tech firms as Nvidia CEO Jensen Huang visits China.
Briefing

Anthropic Increases 2026 Revenue Forecast by 20% to $18 Billion

Jan 27, 2026 · 8:12pm PST
The company delays going cash flow positive till 2028, a year later than previously expected
Briefing

Apple CEO Urges “Deescalation” Following Fatal ICE Shooting

Jan 27, 2026 · 7:29pm PST
The CEO’s call comes after criticism over his attendance at a White House film screening
Weekday mornings
The Information AM by The Information Staff
Start your morning with the important global tech news of the day, covered by The Information team across five time zones.
By providing your email, you agree to The Information’s Privacy Policy
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