iPhone Demand Fuels Huge Growth for Apple’s Holiday Quarter
Memory supply may hit margins in the current March quarter
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Recent Editions
U.S. Regulator Plans New Prediction Market Rules
CFTC to withdraw Biden-era proposal that would ban political and sports contracts.
U.S. Lawmaker Says Nvidia Helped DeepSeek Develop Models
Michigan Rep. John Moolenaar said documents he requested from Nvidia show the firm helped DeepSeek with the "co-design of algorithms, frameworks, and hardware.”
Apple Acquires AI Startup For Silent Communication
FT reported the deal was worth close to $2 billion
OpenAI Said to Consider Eyeball Orbs to Keep Bots Off Social Media
OpenAI is developing humans-only social media.
C3.AI Jumps on Merger Report
The company is in talks to merge with privately owned Automation Anywhere, which would go public via the merger, The Information reported.
Fidelity to Launch Stablecoin
Fidelity becomes the first major brokerage to launch a stablecoin.
ServiceNow Shares Dip 7% on Sales Forecast, CEO Clarifies M&A Strategy
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.
Microsoft Cloud Growth Slows, But OpenAI Fuels 60% Surge in Revenue Backlog
But Microsoft said it had $625 billion in remaining performance obligations, 45% of which are from OpenAI.
Meta Forecasts 73% Jump in 2026 Capex, 40% Rise in Expenses
Meta reported stronger than projected fourth quarter revenue of $59.8 billion, up 24% year on year.
Tesla Discloses $2 Billion xAI Investment as Profit, Revenue Continue to Fall
Total revenues fell 3% year-over-year to $24.9 billion, while net income fell 61% to $840 million.
China Approves First Batch of Nvidia H200 AI Chip Imports
China approved 400,000 of the H200 AI chips for major tech firms as Nvidia CEO Jensen Huang visits China.
Anthropic Increases 2026 Revenue Forecast by 20% to $18 Billion
The company delays going cash flow positive till 2028, a year later than previously expected
Apple CEO Urges “Deescalation” Following Fatal ICE Shooting
The CEO’s call comes after criticism over his attendance at a White House film screening
SoftBank Said to Invest Up To $30 Billion in OpenAI
SoftBank has already sunk at least $30 billion in the ChatGPT maker.
Tether Officially Launches New U.S. Stablecoin
Tether is launching USAT to comply with U.S. stablecoin law.
TikTok Settles First Social Media Addiction Lawsuit
It is the first in a series of cases to go to trial, testing whether social media companies can be held liable for harming youth mental health through addictive product design.
Microsoft Unveils New In-House AI Chip
This week’s announcement comes after Microsoft revised its plans to roll out the chip globally following delays.
Meta to Test Premium Subscriptions for Features Including AI
The move could signal that Meta is looking to generate new revenue from its AI services, as a way of offsetting the enormous sums it is pouring into AI development.
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