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Aaron Holmes @ The Information · 09/15/2025 18:53 EDT

Microsoft Raises Dividend 10%

Microsoft said Monday it will raise its quarterly dividend to 91 cents per share, up from 83 cents, beginning in December. The company previously raised its dividend by 10% a year ago, when it simultaneously announced a $60 billion share buyback. Microsoft’s stock was flat in after hours trading ... Read more

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Kalley Huang @ The Information · 09/15/2025 18:18 EDT

Meta Video Leaks New Smart Glasses With Display

Meta Platforms seems to have jumped the gun on its latest hardware news. Meta’s YouTube channel published a video showing a new version of its Ray-Ban smart glasses with a display and a wristband for controlling the device, UploadVR reported on Monday. The video, which was quickly removed from ... Read more

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Yueqi Yang @ The Information · 09/15/2025 17:41 EDT

Robinhood Launches Venture Fund for Retail Investors

Online brokerage app Robinhood said Monday it plans to launch a fund that will allow retail investors to get access to private companies before they go public, pending regulatory approval. Robinhood Ventures Fund has filed paperwork with the Securities and Exchange Commission to register the ... Read more

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Yueqi Yang @ The Information · 09/15/2025 17:25 EDT

Crypto Exchange Hyperliquid Picks Winner for New Stablecoin

Fast-growing crypto exchange Hyperliquid’s users voted Sunday to select Native Markets, a startup that partners with Stripe-owned stablecoin infrastructure firm Bridge, to issue its upcoming stablecoin USDH after a bidding war. Given the scale of Hyperliquid, the vote has the potential to ... Read more

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Martin Peers @ The Information · 09/15/2025 14:35 EDT

Google Becomes a $3 Trillion Company by Market Capitalization

Google’s parent Alphabet became a $3 trillion company on Monday, joining Nvidia, Microsoft and Apple in that category. Shares of Google rose 4.5% to $251, giving the company a market capitalization of $3.04 trillion. The rally, part of a broader upswing in the market likely spurred by ... Read more

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Miles Kruppa @ The Information · 09/15/2025 14:18 EDT

CoreWeave Inks $6.3 Billion Deal to Rent Chips Back to Nvidia

Nvidia agreed to purchase $6.3 billion of cloud computing capacity from CoreWeave, the latest example of the chip company striking a deal to rent its own chips from a third-party cloud business. Under the agreement, Nvidia will purchase cloud capacity that CoreWeave isn’t able to sell to other ... Read more

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Aaron Holmes @ The Information 2 place · 09/15/2025 13:04 EDT

Microsoft Hopes Hastened AI Rollout, Price Discounts Can Fuel Office 365 Growth

On paper, Informatica, a Redwood City-based cloud software firm with 5,000 white collar employees, is exactly the type of company that should be gung-ho to pay up and buy Office 365 Copilot, the version of Microsoft’s flagship software that comes with artificial intelligence features. And more than a year ago, Informatica did test out Office 365 Copilot for a handful of its employees, according to CIO Graeme Thompson. But Thompson... Read more

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Stephanie Palazzolo @ The Information · 09/15/2025 10:00 EDT

Everyone Wants To Be a Reinforcement Learning Startup

These days, artificial intelligence developers, investors and founders are all obsessed with “reinforcement learning,” a method for improving AI by rewarding it for accomplishing certain goals and penalizing it for other behaviors.Investors tell me that they’re getting pitched on dozens of RL-related startups per week, ranging from those building simulations of real apps for models to learn how to use to those aiming to help businesses specialize models on their... Read more

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Theo Wayt @ The Information · 09/15/2025 09:37 EDT

Elon Musk Buys $1 Billion in Tesla Stock

Elon Musk has purchased 2.57 million Tesla shares valued at about $1 billion, the electric automaker said in a regulatory filing on Monday. Musk’s buying, which is his first significant purchase of Tesla shares since February 2020, brings his total stake in Tesla to about 413 million shares. The ... Read more

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Martin Peers @ The Information · 09/15/2025 09:09 EDT

Trump Says TikTok Deal Reached Between China and U.S.

The U.S. and China have reached a deal on TikTok, allowing it to continue operating in the U.S., President Donald Trump hinted in a Truth Social post on Monday morning, as trade talks between the two countries progress. Trump said the meeting “will be concluding shortly. A deal was also reached ... Read more

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Kevin McLaughlin @ The Information 2 place · 09/15/2025 09:00 EDT

Marc Benioff Said AI Was Easy. A ‘Crazy’ Team at Salesforce Proved Him Wrong

Salesforce CEO Marc Benioff was upset. Last fall, one of his technical teams told large Salesforce customers that using Agentforce, the software firm’s new artificial intelligence for automating customer service and other functions, would require extensive planning. The product information the Salesforce team shared with those customers acknowledged the complexity of making the AI perform well. That message contradicted Benioff, a charismatic salesman who had been telling customers that using... Read more

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Juro Osawa @ The Information · 09/15/2025 05:30 EDT

Bessent: U.S. “Very Close” to Reaching TikTok Agreement With China

U.S. Treasury Secretary Scott Bessent said Monday that the U.S. and China are “very close” to reaching an agreement on a deal for TikTok, according to Bloomberg and other media outlets. Bessent made the comment in Madrid, Spain, where he is leading the U.S. delegation’s trade negotiations with a ... Read more

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Qianer Liu @ The Information · 09/15/2025 04:49 EDT

China Says Nvidia Violated Antitrust Law in 2020 Mellanox Deal

Chinese regulators announced Monday that Nvidia violated anti-monopoly law in its $7 billion acquisition of Israel’s Mellanox Technologies. Beijing’s attack on Nvidia comes at a time when senior officials from the U.S. and China are entering the second day of trade negotiations in Spain. The ... Read more

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Laura Mandaro @ The Information · 09/15/2025 00:30 EDT

OpenAI Expects to Further Reduce Revenue Share With Microsoft

OpenAI expects to further reduce the revenue it shares with partners, namely Microsoft, over the next half decade, even as it forecasts revenue will climb toward $200 billion. The ChatGPT maker projects sharing about 8% of its revenue with its partners in 2030, down from just under 20% this ... Read more

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Catherine Perloff @ The Information · 09/14/2025 15:00 EDT

Perplexity’s Commerce and Ads Experiments Are Stuck in Neutral

Perplexity has drawn plenty of its headlines for its relentless fundraising—which recently valued the artificial intelligence search firm at $20 billion—and its penchant for declaring big-ticket acquisition targets like TikTok. But its efforts to build businesses in online shopping and advertising, which would put Perplexity’s revenue growth on more sustainable footing, have moved much more slowly. Nearly a year after the company began selling ad space and letting users buy... Read more

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Martin Peers @ The Information 2 place · 09/13/2025 17:29 EDT

Penske Sues Google Over AI Overviews Impact on Traffic, Revenue

Penske Media Corp., owner of a wide range of entertainment publications include Rolling Stone, Variety and Billboard, sued Google on Friday, alleging its introduction of AI overviews to search results had reduced traffic to Penske’s websites and its revenue. Penske alleged that Google’s AI ... Read more

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Theo Wayt @ The Information 1 place · 09/13/2025 10:52 EDT

Elon Musk’s xAI Lays Off 500 Data Annotation Workers

Elon Musk’s xAI has laid off about 500 workers on its data annotation team, representing about a third of the group, Business Insider reported Friday. The employees, which xAI calls “AI tutors,” had been performing tasks similar to those done by companies like Scale AI and Surge AI, such as ... Read more

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Abram Brown @ The Information 3 place · 09/13/2025 10:00 EDT

Elizabeth Holmes’s Resurrection is Gonna Happen

Welcome, Weekenders! In this newsletter:• The Big Read: Anthropic’s different approach to Trump • The Arena: Steve Ballmer may be too rich for the NBA• Artificial Intelligence: AI boom complicates how schools recruit, retain doctoral students • Plus, our Recommendations: “Fiasco: Benghazi,” “Make Me Commissioner” and “And So It Goes”Elizabeth Holmes, the Theranos founder convicted of defrauding investors in 2022, seems intent on winning back the hearts and minds of... Read more

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Martin Peers @ The Information · 09/13/2025 09:53 EDT

China Announces Anti-Dumping Investigation into U.S. Chips

On the eve of U.S.-China trade talks, tensions increased on Friday after the U.S. added a number of Chinese chip firms to the list of companies deemed a threat to national security and which are restricted from buying U.S. technology. That prompted China to retaliate, by announcing a ... Read more

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The Information
Sara Germano @ The Information 2 place · 09/13/2025 09:00 EDT

Is Steve Ballmer Too Rich for the NBA?

Earlier this week, a handful of the richest people in the world convened at a five-star hotel in midtown Manhattan to discuss typical titans-of-industry fodder: overseas expansion, the future of media, yadda yadda. But there was an elephant in the room: Did a billionaire in their ranks secretly siphon millions of dollars to an NBA star through a now-bankrupt tree-planting startup? The billionaire on the minds of NBA team owners... Read more

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28.10.2025 23:06
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