Inside Larry Ellison’s debt-fueled push to turn Oracle into an AI juggernaut by aligning with Trump, backing Project Stargate, and partnering with OpenAI (New York Times)

Featured Podcasts The Talk Show With John Gruber: ‘What’s in Louie’s Wallet’, With Louie Mantia The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more. Subscribe to The Talk Show With John Gruber. Big Technology Podcast: Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day The Big Technology […]

Inside Larry Ellison’s debt-fueled push to turn Oracle into an AI juggernaut by aligning with Trump, backing Project Stargate, and partnering with OpenAI (New York Times) Read More »

South Korea plans to inject ~$14B into its sovereign wealth fund for strategic investments in AI, data centers, and infrastructure, after a rout in tech stocks (Haram Lim/Bloomberg)

Featured Podcasts Hard Fork: Open Model Wars + Claire Stapleton’s Dishy Google Memoir + Substack’s Slop Fight The future is already here. Each week, journalists Kevin Roose and Casey Newton explore and make sense of the latest in the rapidly changing world of tech. Subscribe to Hard Fork. Great Chat: Tech’s short-term era A podcast

South Korea plans to inject ~$14B into its sovereign wealth fund for strategic investments in AI, data centers, and infrastructure, after a rout in tech stocks (Haram Lim/Bloomberg) Read More »

An interview with Granola CEO Chris Pedregal on making the AI note taker invisible and work across apps, and why he rejects executives seeking employees’ notes (Casey Newton/Platformer)

Featured Podcasts Great Chat: Tech’s short-term era A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer. Subscribe to Great Chat. Access: Meet the most AI-pilled CEO on Earth A show about the tech industry’s inside conversation, hosted by tech reporter Alex Heath and

An interview with Granola CEO Chris Pedregal on making the AI note taker invisible and work across apps, and why he rejects executives seeking employees’ notes (Casey Newton/Platformer) Read More »

Apple forecasts Q4 revenue growth of 9% to 11% YoY, below a 12%+ estimate, citing supply constraints and currency fluctuations; AAPL drops 5%+ after hours (Mark Gurman/Bloomberg)

Mark Gurman / Bloomberg: Apple forecasts Q4 revenue growth of 9% to 11% YoY, below a 12%+ estimate, citing supply constraints and currency fluctuations; AAPL drops 5%+ after hours  —  Breaking Down Apple’s 3Q Results and Outlook  —  Video Player is loading.  —  Unmute  —  Current Time 0:00 Loaded: 16.01% Playback Rate Source link

Apple forecasts Q4 revenue growth of 9% to 11% YoY, below a 12%+ estimate, citing supply constraints and currency fluctuations; AAPL drops 5%+ after hours (Mark Gurman/Bloomberg) Read More »

Tens of millions of South Korean retail investors, the market's biggest buyers in 2026, were caught in this week's selloff, as Samsung and SK Hynix tumble (Song Jung-a/Financial Times)

Song Jung-a / Financial Times: Tens of millions of South Korean retail investors, the market’s biggest buyers in 2026, were caught in this week’s selloff, as Samsung and SK Hynix tumble  —  Millions suffer ‘unprecedented’ losses after Samsung and SK Hynix stock tumbles  —  Song Mi-kyung pocketed a profit of about Won300mn … Source link

Tens of millions of South Korean retail investors, the market's biggest buyers in 2026, were caught in this week's selloff, as Samsung and SK Hynix tumble (Song Jung-a/Financial Times) Read More »

Microsoft reports Q4 capex up 70% YoY to $41B; an accounting change lowers its 2026 capex forecast to $175B from $190B, while spending plans remain unchanged (Reuters)

Reuters: Microsoft reports Q4 capex up 70% YoY to $41B; an accounting change lowers its 2026 capex forecast to $175B from $190B, while spending plans remain unchanged  —  Microsoft (MSFT.O) on Wednesday said it expects to keep generating cash through its fiscal 2027 and gave a capital expenditure … Source link

Microsoft reports Q4 capex up 70% YoY to $41B; an accounting change lowers its 2026 capex forecast to $175B from $190B, while spending plans remain unchanged (Reuters) Read More »

NYC-based AI startup Runlayer sues Rippling for allegedly stealing trade secrets to "build essentially a clone" of Runlayer's safety and governance product (Taylor Herzlich/New York Post)

Taylor Herzlich / New York Post: NYC-based AI startup Runlayer sues Rippling for allegedly stealing trade secrets to “build essentially a clone” of Runlayer’s safety and governance product  —  A New York-based AI startup is suing Rippling – a Silicon Valley software giant that got a $3 million tax break from Gov. Kathy Hochul …

NYC-based AI startup Runlayer sues Rippling for allegedly stealing trade secrets to "build essentially a clone" of Runlayer's safety and governance product (Taylor Herzlich/New York Post) Read More »

Apple releases updates for iOS, macOS, iPadOS, watchOS, tvOS, and visionOS with a huge number of security fixes; macOS Tahoe 26.6 alone addresses 155 CVEs (Zac Hall/9to5Mac)

Featured Podcasts Grit: Ex-Twitter CEO on Why AI Needs a New Internet | Parag Agrawal Grit explores what it takes to create, build and scale world-class organizations. Subscribe to Grit. Lenny’s Podcast: Anthropic’s first technical PM on token maxing, the jagged edge, and living in the future | Dianne Penn Interviews with world-class product leaders

Apple releases updates for iOS, macOS, iPadOS, watchOS, tvOS, and visionOS with a huge number of security fixes; macOS Tahoe 26.6 alone addresses 155 CVEs (Zac Hall/9to5Mac) Read More »

CXMT shares jumped as much as 470% in its Shanghai debut, giving the memory chipmaker a ~$487B market cap, making it the most valuable China-listed company (Jenny Lee/CNBC)

Jenny Lee / CNBC: CXMT shares jumped as much as 470% in its Shanghai debut, giving the memory chipmaker a ~$487B market cap, making it the most valuable China-listed company  —  Shares of chipmaker Changxin Technology Group rose more than 500% Monday as they debuted on Shanghai’s tech-heavy STAR Market … Source link

CXMT shares jumped as much as 470% in its Shanghai debut, giving the memory chipmaker a ~$487B market cap, making it the most valuable China-listed company (Jenny Lee/CNBC) Read More »

A look at China’s bid to build an alternative global order in AI by making open models widely available and training people in developing countries to use them (Financial Times)

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A look at China’s bid to build an alternative global order in AI by making open models widely available and training people in developing countries to use them (Financial Times) Read More »

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