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Is it time for another activist investor to take a run at Microsoft? Shares of the iconic software giant are down nearly 16% so far this year, making it the worst performer of the big tech names. The Financial Times reported on Friday that British hedge fund TCI had sold “almost all” of its stake in Microsoft, citing uncertainty about how AI could undermine the company’s big Office productivity software business. TCI isn’t the only investor lately to mutter that Microsoft’s business is laboring under some d
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The Information
An East Bay apartment complex has been bought at a price that's well below its prior value. Read more ›
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A PG&E Corp. unit has bought a San Jose building in a move to bolster the utility's South Bay operations. Read more ›
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Scientists just made the first ever observed organism with fewer than 20 amino acids in its make-up, and it was made possible by AI. Read more ›
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The JBL Go 5 is an excellent small-sized speaker that improves on just about everything that we loved about its predecessor. Read more ›
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It's up to you to ensure that your home Wi-Fi is safe and secure. Your router may or may not be set up for security by default, so here's what to look for. Read more ›
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Google stepped into The Android Show with a laptop nobody saw coming, an AI layer that does your errands, and a security overhaul that's long overdue. Read more ›
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For years, cybersecurity experts warned that artificial intelligence would eventually help hackers discover software flaws faster than humans could stop them. Most of those warnings lived in research papers, closed-door intelligence briefings, and theoretical debates inside Silicon Valley. That changed ... Read more ›
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eBay has rejected GameStop's offer to buy it for $56 billion, calling it "neither credible nor attractive", Bloomberg is reporting. The offer came last week, when GameStop said it would pay $125 per eBay share. Intriguingly, GameStop's market value is about $11 billion, while eBay's is $45 billion, so this is definitely a case of a small fish wanting to eat a much bigger one. The GameStop bid is half... Read more ›
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If the warmer weather has you hungering for a new project or task aimed at sprucing up your abode, don't worry, we've got some options for you to consider. Read more ›
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Musk’s lawyers questioned Altman over allegations of deception and his network of financial investments, but the OpenAI CEO painted a picture of Musk as obsessed with controlling the company. Read more ›
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Noa and Niko are AI pets that react to gestures and voice commands while remembering everything they see. Read more ›
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Google today announced a new series of Googlebook laptops that will be built with Gemini at the core. Googlebooks will run software built on a foundation that combines Android and ChromeOS. Google says the new laptops are designed for Gemini Intelligence for a more personalized and proactive experience. Instead of a cursor, Googlebooks have a Magic Pointer that users can wiggle to activate Gemini. Gemini can then provide contextual suggestions... Read more ›
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Emails show that Elon Musk's company is expanding its use of portable gas-fired power at its Colossus 2 site as a fight over air quality continues. Read more ›
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Cybersecurity is changing. The limited release of Claude Mythos sent the security community into a tail spin, with concerns that frontier AI could be used to discover and exploit enterprise vulnerabilities. The Mythos model was dubbed too dangerous to be released, and Anthropic put together an international task force, known as Project Glasswing, to find ... Read more ›
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While you might use certain devices all the time in the car, if you're having battery problems, it might make sense to unplug them while the car isn't running. Read more ›
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Lenovo’s new ThinkPad L14 Gen 7 and ThinkPad L16 Gen 3 are aimed at companies buying laptops for large teams, not just individual users looking for the thinnest possible machine. The L14 is the more portable 14-inch option, while the L16 gives employees a larger 16-inch screen for desk-heavy hybrid work. A good fleet laptop needs to be fast enough, easy to manage, durable, repairable, and compatible with office setups... Read more ›
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When some journalist writes the book on the AI boom, one critical chapter will start on Christmas Eve 2025. That was the day that Nvidia and OpenAI’s complicated frenemy relationship became incredibly lucrative for chip startups that focus on AI inference.We already know that Christmas Eve was the day the tech industry (and this newsroom) scrambled to make sense of the news that Nvidia would spend billions of dollars for... Read more ›
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The Information
Private equity firms Blackstone, KKR and EQT are in talks with Alphabet to get their portfolio companies access to Google’s AI models, according to a person with knowledge of the situation. The discussions follow the establishment of two separate companies set up by Anthropic and OpenAI and ... Read more ›
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AI server chip maker Advanced Micro Devices said Tuesday that its revenue growth would accelerate eight percentage points to 46% in the current quarter, after rising 38% to $10.3 billion in the first quarter. Shares rose 16% in after-hours trading. Sales of AMD’s AI graphics processing units are ... Read more ›
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China’s national artificial intelligence fund is in talks to invest in DeepSeek in a funding round that is now expected to value the company at more than 300 billion yuan ($44 billion), according to two people with knowledge of the discussions. DeepSeek, owned by Chinese hedge fund High-Flyer ... Read more ›
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Four years after its was exiled from the U.S., Polymarket was desperate to get back into the country. To make that happen, the prediction market bought a derivative and futures exchange that had just gotten a U.S. license and hired its chief executive, Justin Hertzberg, to run Polymarket U.S. Hertzberg appears to be CEO in name only. His main job for Polymarket appears to be signing U.S. regulatory documents. The... Read more ›
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In recent months, a lot of discussion has centered around the rising costs of AI, with even large, sophisticated public companies like Uber blowing through their 2026 AI budgets in a matter of months.Even venture capitalists are feeling the pain. One partner at a large fund told me that they previously gave five of their staffers enterprise Claude accounts to help them with their work. In recent weeks, those usage-based... Read more ›
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When SpaceX hits the market, likely next month, Elon Musk’s fans will rush to buy shares no matter what the valuation. A few months later, a far different group of investors might also scramble to get shares, and they’ll also buy at any price.Index funds, the favorites of savvy, cost-conscious investors, might be forced to load up on SpaceX shares late this year if proposed rules make it easier for... Read more ›
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Uber reported steady growth in the first quarter, with gross bookings—the dollar value of all transactions on the service—rising 25%, although only 21% on a constant currency basis. Uber’s free cash flow was essentially flat at $2.286 billion. An accounting change in the UK, relating to how ... Read more ›
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Anthropic has struck a deal to use all of the compute capacity from xAI’s first data center in Memphis within the coming month, the company said on Wednesday. The data center, known as Colossus 1, has 300 megawatts of capacity and more than 220,000 Nvidia chips. xAI also said the companies had ... Read more ›
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After years of mostly tumbleweeds, the initial public offering market is about to enter one of its most exciting and potentially volatile eras. SpaceX—with a valuation expected to exceed $1 trillion—is widely anticipated to go public as soon as June, with companies like Anthropic and OpenAI potentially not far behind. As a historic wave of supply hits the market, the mechanics that underpin public trading are about to be pressure-tested.... Read more ›
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DoorDash reported 33% growth in revenue, to $4 billion, a slowdown from the fourth quarter but still several percentage points higher than the growth rate the food-delivery firm had reported for most of last year. The strong growth reflected the acquisition in October of the European ... Read more ›
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12.05.2026 21:19
Last update: 21:10 EDT.
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