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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.

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Recent Editions

Briefing

Kalshi Alleges MrBeast Editor Engaged in Insider Trading

Feb 25, 2026 · 4:16pm PST
Insider trading on prediction markets is on the rise.
Briefing

Chime Flags Profitability in 2026

Feb 25, 2026 · 3:44pm PST
The fintech banking company, which publicly listed last June, on Wednesday reported a full year loss of $1 billion.
Briefing

Nvidia Discloses $3.5 Billion in Data Center Lease Guarantees

Feb 25, 2026 · 3:15pm PST
Chipmaker provided the guaranties to "early-stage" companies but didn't disclose their identities.
Briefing

Snowflake Shares Dip on Slower Sales Growth Forecast

Feb 25, 2026 · 2:24pm PST
Database provider Snowflake is starting to see growing adoption of its AI products, but slowing sales growth forecasts may be a source of concern for investors.
Briefing

Salesforce Stock Slips 5% as Investors Wait For Its AI Products to Boost Growth

Feb 25, 2026 · 2:19pm PST
Investors have been waiting for Salesforce to show that its internal AI products will boost revenue.
Briefing

Nvidia Revenue Growth Accelerates—Again—to 73%

Feb 25, 2026 · 1:56pm PST
The results shows Nvidia, the world’s most valuable company, is still in a league of its own.
Briefing

Circle Jumps 35% After Strong Revenue, Profit Growth

Feb 25, 2026 · 1:33pm PST
Stablecoin issuer said fourth-quarter revenue jumped 77% to $770 million.
Briefing

Exclusive: Former OpenAI Chief Research Officer Founds AI Manufacturing Startup

Feb 25, 2026 · 1:15pm PST
Bob McGrew is launching the startup with two ex-Palantir engineers.
Briefing

DoorDash Exits Four Countries As It Refocuses on Key Markets

Feb 25, 2026 · 1:03pm PST
DoorDash has been pushing more into Europe with its Deliveroo and Wolt acquisitions, but it's refocusing amid fierce competition with Uber and investment firm Prosus.
Briefing

VC Mohnot Analyzes Potential Buyers for PayPal

Feb 25, 2026 · 11:52am PST
The VC said PayPal's consumer brand and information about consumers' bank accounts would be valuable for Stripe.
Briefing

Bill Gates Apologizes for Epstein Relationship in Meeting With Foundation Staff

Feb 25, 2026 · 9:38am PST
Gates told staff that he did have affairs with two women, but that he didn’t meet either of the women through Epstein or have knowledge of Epstein's crimes.
Briefing

Bytedance Valued at $550 Billion in Share Sale, Report Says

Feb 25, 2026 · 9:05am PST
General Atlantic is selling part of its stake in TikTok-parent ByteDance at a $550 billion valuation, according to a report from Reuters.
Briefing

Shein Founder Makes Rare Public Appearance in Chinese Government Forum

Feb 24, 2026 · 7:24pm PST
The company tried to water down its China ties in the past as it attempted to go public in the U.S.
Briefing

Anthropic Narrows Key Safety Commitment

Feb 24, 2026 · 6:50pm PST
Under its new policy, Anthropic can release risky models in some cases.
Briefing

CoreWeave to Raise $8.5 Billion in Chip-Backed Debt

Feb 24, 2026 · 6:13pm PST
The new debt is cheaper for CoreWeave than its previous offerings, which carried interest rates stretching into the double digits.
Briefing

Pentagon Gives Anthropic Friday Deadline to Agree to Terms or Terminate Contract

Feb 24, 2026 · 4:08pm PST
Secretary of War Pete Hegseth threatened that the Pentagon could invoke the Defense Production Act to force Anthropic to drop its safeguards, or designate Anthropic a supply chain risk.
Briefing

Workday’s Stock Slide Worsens as Subscription Revenue Growth Slows

Feb 24, 2026 · 3:18pm PST
Workday shares were already down 39% before Tuesday's earnings report.
Briefing

Workday’s Stock Slide Worsens as Subscription Revenue Growth Slows

Feb 24, 2026 · 3:15pm PST
Shares were already down 39% this year before the company's earnings report.
Briefing

Adept Cofounder Luan Leaves Amazon’s AI Lab

Feb 24, 2026 · 2:23pm PST
Luan co-founded Adept, a startup Amazon acqui-hired in 2024
Briefing

Ellison’s Paramount In Striking Distance of Winning WBD

Feb 24, 2026 · 1:47pm PST
Netflix would have four days to renegotiate its deal if WBD walks away.
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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