Wall Street Journal: Software stocks in the State Street ETF lost $1.6T in combined market cap in 2026 due to AI fears; Microsoft, AppLovin, Intuit, and Salesforce each lost $50B+ — Concern over the threat AI poses has hit the shares of companies like Salesforce and Adobe hard
Wall Street Journal: Mistral and Accenture sign a multi-year deal to let Accenture deploy Mistral's models for its clients; Mistral has deals with IBM, Cisco, SAP, ASML, and others — Accenture is added to its list of major clients at a critical juncture in the AI race — Mistral AI struck an agreement …
Vicky Ge Huang / Wall Street Journal: Stablecoin operator Circle reports Q4 revenue up 77% YoY to $770M, vs. $747M est., and $133.4M net income; USDC ended 2025 with ~$75B in circulation, up 72% YoY — World's second-biggest stablecoin grew in late 2025, defying crash in bitcoin, other digital assets
Kimberley Kao / Wall Street Journal: DoorDash says it plans to exit Qatar, Singapore, Japan and Uzbekistan, winding down both Deliveroo and Wolt, and make limited operational changes elsewhere — The company is winding down its delivery services after a review of market conditions — DoorDash will be exiting Qatar, Singapore …
Mark Maurer / Wall Street Journal: Roku reported an $88.4M profit in 2025, after a $498M loss in 2022, a $709.6M loss in 2023, and a $129.4M loss in 2024, boosted by new ad deals and cost cutting — Investments in digital ads help propel the streaming video platform to its first year in the black since 2021
Wall Street Journal: Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026 — The deal could result in Meta owning as much as 10% of AMD's stock as the chip maker seeks to challenge Nvidia
David Uberti / Wall Street Journal: How Buddy Rizer, an official in Virginia's Loudoun County, helped build the world's largest data center market, with ~200 buildings spanning ~49M square feet — Virginia's Loudoun County is a giant data-center market thanks in part to a radio DJ-turned county executive director for economic development
Georgia Wells / Wall Street Journal: Sources: OpenAI staff raised concerns about a Canadian mass shooting suspect months ago; OpenAI says her activity didn't meet the bar for reporting to police — ChatGPT maker opted against informing authorities about Jesse Van Rootselaar's descriptions of violence last June
Dan Gallagher / Wall Street Journal: Uber's market cap fell to ~$150B, down ~25% in six months, as investors weigh robotaxi disruption, viewing it as a two-horse race between Waymo and Tesla — Waymo's momentum is undeniable, but Uber's scale is being undervalued in AI-driven selloff — Uber can't seem to emerge from the shadow of what's to come.
Michael Lynton / Wall Street Journal: Book extract: ex-Sony Entertainment CEO Michael Lynton recounts his role in sparking North Korea's 2014 hack, one of the worst cyberattacks in corporate history — In an exclusive book excerpt, the former CEO of Sony Entertainment opens up about his role in unleashing one of the worst cyberattacks in corporate history.
Krystal Hur / Wall Street Journal: A Las Vegas federal appeals court rejects Kalshi's emergency bid for an administrative stay against Nevada's efforts to block the platform, a major setback — A federal appeals court rejected Kalshi's bid, setting the stage for Nevada's civil-enforcement proceedings
Kosaku Narioka / Wall Street Journal: Indian IT giant Infosys partners with Anthropic to develop AI services for telecom, with plans to expand to finance, manufacturing, and software development — Infosys shares rose 2.8% in India — Infosys has agreed to work with Anthropic to develop and deliver artificial-intelligence services …
Omar Abdel-Baqui / Wall Street Journal: Sensor Tower: dating app downloads in Saudi Arabia have risen annually for five years, hitting 3.5M in 2025, as liberalization enables more casual relationships — Liberalization has opened the door to more casual relationships, but society is still catching up
Wall Street Journal: Anthropic partners with CodePath to help redesign computer coding curricula at hundreds of US community and state colleges, integrating Claude AI tools — The company behind Claude forges an alliance to put its AI tools in the hands of students at hundreds of community and state colleges
Kate Clark / Wall Street Journal: Companies like Stripe, OpenAI, Anthropic, and SpaceX are letting workers cash out before their IPOs, a move once seen as taboo and lacking long-term commitment — Companies from Stripe to OpenAI, Anthropic, Databricks and SpaceX are increasingly giving employees the ability to sell some of their shares
Jonathan Weil / Wall Street Journal: Meta's auditor Ernst & Young raised a red flag over the financial engineering Meta used to keep its $27B Hyperion data center project off its balance sheet — Meta Platforms' latest annual report contained an unusual, cautionary note for investors. — The tech giant's auditor …
Ryan Felton / Wall Street Journal: Investigation: as Ford pushes its BlueCruise driving system, some drivers found it confusing to use, misunderstood its limitations, and didn't heed its warnings — NHTSA investigates Ford's product after deadly crashes; company research during development showed technology can be misunderstood
Sherry Qin / Wall Street Journal: SMIC CEO Zhao Haijun says the industry is “a bit panicked” about memory shortages, and new supply may arrive in nine months; memory prices are up 80%+ in 2026 — More supply could come to market in nine months, executive says — The chief executive of China's largest contract chip maker …
Sherry Qin / Wall Street Journal: Chinese video game giant NetEase reports Q4 revenue up 3% YoY to ~$4B and net profit down 29% to ~$903M, below ~$1.2B est., as it pushes self-developed games — Higher operating expenses and investment losses also weighed on the game maker's bottom line — Chinese videogame giant NetEase …
Amrith Ramkumar / Wall Street Journal: Sources: Amazon, Google, and others plan to skirt Trump's $100K H-1B fee by finding workers in categories that don't include the fee, like existing H-1B holders — Some giant firms are discussing ways to avoid paying, while smaller ones have fewer options — WASHINGTON—The world's biggest …
Wall Street Journal: Sources: Mark Zuckerberg plans to buy a Miami mansion, likely to cost up to $200M, joining other tech billionaires as California proposes a 5% billionaire tax — Local real-estate agents say the newly completed mansion on Miami's Indian Creek will likely fetch between $150 million and $200 million
Jihye Lee / Wall Street Journal: South Korean online travel platform Myrealtrip aims to hit a $1B+ valuation in a Seoul IPO as early as H2 2027, per CEO Donggun Lee, amid a boom in tourism — Online travel platform Myrealtrip is seeking a valuation roughly north of $1 billion — SEOUL—K-Pop, K-Beauty and a string …
Patrick Coffee / Wall Street Journal: Analysis: despite AI ads outnumbering traditional Super Bowl ad categories like beer, nostalgia-driven ads from Budweiser and Dunkin' dominated social media — Budweiser and Dunkin' got the most attention on social media, but big tech's AI product demos may still have the last laugh, experts say
Wall Street Journal: A profile of Amanda Askell, Anthropic's resident philosopher, who is learning Claude's reasoning patterns in a bid to endow it with a sense of morality — Anthropic has entrusted Amanda Askell to endow its chatbot, Claude, with a sense of right and wrong. — Amanda Askell knew from the age of 14 that she wanted to teach philosophy.
Dominic Chopping / Wall Street Journal: PE firm Advent, FedEx, A&R, and PPF agree to acquire Polish automated parcel delivery company InPost for €7.8B; the company has 61K automated parcel lockers — The consortium says there is a clear path to significantly grow InPost's network and extend its reach across Europe
Wall Street Journal: Analysis: World Liberty Financial has earned the Trump family at least $1.2B in cash since its launch, while the Witkoff family has earned at least $200M — Sons of top Trump administration officials made billions for their families, but their investors didn't always fare so well
Christopher Mims / Wall Street Journal: A look at Corning's booming fiber-optic business, boosted by data center demand and a $6B Meta deal, as Nvidia explores Corning's co-packaged optics for servers — Everyone told the company to sell its unprofitable fiber-optic business. Now that division is powering its stock to all-time highs.
Stephen Wilmot / Wall Street Journal: New US rules banning Chinese software in internet-connected vehicles from March 17 add urgency to industrywide efforts to reduce reliance on Chinese components — New U.S. rules ban Chinese software in vehicles on national-security grounds — How Chinese is your car? Automakers are racing to work it out.
Wall Street Journal: US data center demand has driven stock surges of contractors and equipment makers like Corning, Sterling Infrastructure, Comfort Systems USA, and Carrier Global — Data-center demand has sent shares in contractors, equipment makers and more surging — The intensity of America's data-center build …
Wall Street Journal: Palmer Luckey's Erebor becomes the first newly created bank to receive a national charter under the second Trump administration, launching with $635M in capital — Erebor founder Palmer Luckey was one of the tech industry's early Trump supporters and is known for his penchant for Hawaiian shirts
Wall Street Journal: How the SpaceX-xAI $1.25T merger deal was fast-tracked after SpaceX had a technical breakthrough in orbital data centers last fall — The fast-tracked deal is premised on SpaceX's satellite prowess combining with xAI's technology — Elon Musk took a gulp of water on stage at the World Economic Forum …
Jeffrey A. Trachtenberg / Wall Street Journal: Spotify partners with Bookshop.org to let Premium users in the US and UK buy hardcover and paperback books via its app in spring; Bookshop.org fulfills orders — Streaming service is joining with Bookshop.org to appeal to readers who read in multiple formats — Spotify Technology is getting into the physical book business.
Wall Street Journal: A look at India's push to become a major provider of AI services, as US tech companies pledge tens of billions in Indian data center investments — Lured by big, tech-savvy population, Google and other giants sinking tens of billions into Indian market — NEW DELHI—American tech behemoths …
Dan Gallagher / Wall Street Journal: Investor fears that software companies face an AI-driven extinction event are exaggerated, but the belief that they might be facing one is damaging their stocks — Fears that software companies are facing an extinction event are exaggerated, but other dangers are real
Suzanne Vranica / Wall Street Journal: Anthropic plans a 30-second ad during the Super Bowl parodying the prospect of intrusive ads in AI conversations, and will also air a 60-second pre-game ad — Chatbot wars are heating up, with Anthropic's Claude highlighting the potential frustration of bringing ads into ChatGPT
Connor Hart / Wall Street Journal: Uber reports Q4 revenue up 20% YoY to $14.4B, Gross Bookings up 22% YoY to $54.1B, trips up 22% YoY to 3.8B, and a $296M profit, below est.; UBER falls 8%+ — Revenue jumped 20% to $14.37 billion — Uber Technologies logged a jump in fourth-quarter revenue, boosted by higher trip volumes …
Wall Street Journal: Leaked email: as part of the xAI-SpaceX deal, xAI shares will be converted into 0.1433 shares of SpaceX stock, and employees will have the option to cash out — The merger puts Elon Musk's rocket and artificial-intelligence companies under one roof — Elon Musk said SpaceX acquired xAI …
Ben Foldy / Wall Street Journal: How Kontigo, a crypto startup from YC S24 that raised $20M+, helped move money in and out of Venezuela and now faces cutoffs from banks and payment networks — Cryptocurrency fintech Kontigo, which recently raised $20 million from Coinbase and others, is under fire for its role in helping Venezuelans avoid sanctions
Patience Haggin / Wall Street Journal: The US' high-speed internet rollout means drillers, linemen, and splicers pull in soaring pay nationwide amid a labor shortage for the physically demanding work — Record demand for fiber-optic cables means drillers, linemen and splicers pull in soaring pay at projects nationwide
Wall Street Journal: A look at Polymarket's rise since the US DOJ dropped its probe: securing publisher deals and US licenses, insider trading concerns, and bet resolution disputes — Shayne Coplan has built the crypto-based betting platform into a $9 billion company; Justice Department probe gets shelved
P.R. Venkat / Wall Street Journal: Sources: a KKR-led consortium is nearing a deal to buy Singapore-based ST Telemedia Global Data Centers for $10B+, as Asia sees a data center investment frenzy — Talks are at a very advanced stage, and an announcement could be made soon. — A KKR -led consortium is nearing a deal to buy …
Andrew Zucker / Wall Street Journal: A look at iOS 26's call-screening feature, which some say is like having an assistant to filter out unwanted calls, as some complain it makes them miss calls — Thanks to a new iPhone feature, everyone now has an executive assistant in their pocket to filter unwanted calls
Wall Street Journal: Documents and sources: Abu Dhabi's Sheikh Tahnoon bin Zayed Al Nahyan backed a $500M investment for a 49% stake in WLF, four days before Trump's inauguration — $500 million investment for 49% of World Liberty came months before U.A.E. won access to tightly guarded American AI chips
Wall Street Journal: Sources: Nvidia's plan to invest up to $100B in OpenAI, announced in September 2025, has stalled after some inside Nvidia expressed doubts about the deal — Nvidia CEO Jensen Huang has privately played down likelihood original deal will be finalized, although the two companies will continue to have a close collaboration
Jiahui Huang / Wall Street Journal: Alibaba's Cainiao logistics unit merges with Chinese robovan company Zelos, creating a business sources say valued at ~$2B with a fleet set to hit 20K+ vehicles — The Zelos-Cainiao robovan fleet is set to top 20,000 vehicles — Alibaba's logistics arm is merging its autonomous-driving unit …
Wall Street Journal: The US Army signs a $5.6B, 10-year contract with Salesforce to speed up outdated practices; as part of the deal, military recruiters will get access to Slack — Recruiters will get access to Slack as part of a contract that reflects the Pentagon's drive to adopt commercial software tools
Josh Chin / Wall Street Journal: Documents: China's military is focused on harnessing AI to deploy swarms of drones, robot dogs, and other autonomous systems, learning from hawks and coyotes — Beijing's military focuses on swarming drones that can pick off prey or robots that can chase down enemies
Lauren Thomas / Wall Street Journal: Quantum computing company IonQ acquires US chipmaker SkyWater for ~$1.8B, paying $35/share, in IonQ's biggest deal yet; SkyWater will operate as a subsidiary — IonQ works with the U.S. government and has been on a deal spree — Quantum-computing company IonQ struck a deal …
Wall Street Journal: Sources: the EU's executive arm is drafting new legislation aimed at promoting tech sovereignty and openly discussing the security risks posed by US tech — Trump's Greenland threats inject urgency into region's efforts to reduce its reliance on American technology
Wall Street Journal: Sources: the Trump administration dismissed two Commerce Department officials, who focused on Chinese tech threats, raising concerns about a softening stance — Departing staffers worked for a Commerce Department office charged with protecting the U.S. from Chinese technological advances