Marvell in Talks to Buy Lumentum
A deal for Lumentum would rank as one of the largest semiconductor deals.
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Alphabet Sold $12.4 Billion of Shares Through ATM Program
The program is part of a broader $90 billion equity fundraising package announced in June.
Oracle Surges More Than 10% After It Caps Capex and Projects Positive Cash Flow
The company described the 2028 and 2029 fiscal years as “a period of peak capex” before cash flow turns positive.
Google Quarterly Revenue Grows 25% But Falls Short of Expectations
Stock drops in after hours trading despite growth of 103% year-over-year in the company’s cloud revenue
Microsoft Revenue Growth Accelerates Slightly But Data Centers Dampen Cash Flows
Microsoft's capital expenditures dragged down its free cash flow 27% from the same period a year earlier.
Apple Launches First Touchscreen MacBook
Apple execs had spurned the idea of touchscreen on Mac for decades
IPO Pipeline Held Back by Anthropic Listing, Says NYSE’s Martin
Investors have “limited attention” to devote as Anthropic gears up for its debut, Martin says.
Google Launches Gemini 4 Carbon, Its Second Major AI Model in a Month
Company says the model shows significant gains on coding and cybersecurity.
Amazon Expands ‘Shop Direct’ to 250 Million Products From Rivals
The ecommerce giant is expanding its Shop Direct program as rival AI agents make it easier to buy across retailers
Malaysian Authorities Seize $12 Million Worth of AI Chips in Smuggling Crackdown
Southeast Asia has increasingly functioned as a transit hub in the smuggling of advanced U.S. chips to China.
Goldman Sachs Investment Banking Co-Head Sees ‘Repositioning’ Amid AI Boom
Kim Posnett said investors are questioning what higher interest rates could mean for AI capex spending, funding and financing.
Anthropic Buys a Small Drug Startup as It Pushes Deeper Into Biotech
The AI developer also said it’s working with Bristol Myers Squibb and other drug developers.
OpenAI, Anthropic Claim Cryptography Breakthrough on Same Day
Shortly after OpenAI announced its AI models had disproved a foundational hypothesis in cryptography, Anthropic said it had found the same result on the same day.
Google to Sell AI Chips to OpenAI, Oracle
Deal makes Oracle the first hyperscale cloud platform other than Google's own to make TPUs available to customers.
Meta Slightly Increases Equity Fundraising Plan to $97.5 Billion
Original total was $95 billion. Options for underwriters to purchase additional shares could bring the total to about $103 billion.
Nvidia Invests $3 Billion in Meta in Deeper AI Partnership
Meta plans to expand its deployment of Nvidia’s advanced chips for its next-generation AI agents.
Anthropic Founders Say They Will Keep Claude Free of Advertising
The founders said they didn't want pressure to increase user engagement.
Anthropic S-1 Highlights Rising Payment Costs
Stripe is a key payment provider for Anthropic.
DoorDash Nears Deal to Buy Instacart in $17 Billion Deal
The Information first reported on Friday that Instacart has been in talks to sell itself
OpenAI Unveils Cheaper Terra Model Amid Anthropic Pricing Battle
The AI lab said GPT-6.1 Terra will cost up to 50% less per token to use than the previous version of the model.
Weekday mornings
The Information AM by The Information Staff
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