WSJ Tech News Briefing - Archive

Plus: DeepSeek’s flagship models will soon cost users four times as much to run. And Reddit is set to join the S&P 500. Danny Lewis hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alphabet chief scientist Demis Hassabis has been discussing the formation of an independent AI safety entity with AI lab peers and government officials. WSJ reporter Amrith Ramkumar takes us inside those conversations, and what the move means for Google. Plus, meet the datamaxxers who are feeding AI chatbots their every health move. WSJ reporter Natalie Kaufman discusses the trend. Belle Lin, a reporter for the Wall Street Journal Leadership Institute, hosts. Sign up for the WSJ's free Technology newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our

Plus: surveillance-tech company Flock Safety announces safeguards to curb potential abuse by law enforcement. And China’s future economy may need far fewer workers. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: the AI boom boosted Cisco’s quarterly profits. And Lenovo is on track to hit its annual revenue goal ahead of schedule. Danny Lewis hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Foxconn to ramp up global AI server production. And Tencent Holdings’ AI spending ends its earnings growth streak. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: European vibe-coding startup Lovable notches $13 billion valuation. And rust-powered battery maker Form Energy raises $750 million to boost manufacturing. Danny Lewis hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Rocket Lab’s Neutron vehicle may not be ready to launch this year. And longtime OpenAI executive Brad Lightcap steps down. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Anthropic is meeting with potential investors ahead of its planned IPO. And Intel is increasing its stock offering to raise $20 billion. Danny Lewis hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

If you can’t score a restaurant reservation, you’re not alone. A flurry of dealmaking among reservation apps and credit cards, as well as a booming industry of middlemen, has made it impossible to snag a table. WSJ reporter Heather Haddon explains why. Plus, electric vehicle owners aren’t staying loyal to their battery-powered cars. WSJ’s Ellie Davis joins us to discuss why EV drivers are changing their minds. Belle Lin, a reporter for the Wall Street Journal Leadership Institute, hosts. Sign up for the WSJ's free Technology newsletter. Hosted by Simplecast, an

Plus: fintech startup Revolut secures French banking license to expand European operations. And Apple may keep price hikes minimal for its coming iPhone 18 Pro despite production cost increases. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Boeing is selling its flying-taxi venture to Archer Aviation. And the Iran war has been a boon for Chinese EV companies. Danny Lewis hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Generative AI tools are rapidly evolving, filling social-media platforms with so-called AI slop—from Iranian-produced Lego videos to digitally manipulated campaign imagery in the U.S. In this second installment of Tech News Briefing’s three-part series, "AI and the Blurring of Reality," WSJ personal tech columnist Nicole Nguyen explores how this technology is turbocharging deepfakes and shaping politics. Further Listening: When AI Grandmas Go Viral, What Even Is Reality Anymore? Sign up for the WSJ's free Technology newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use

Plus: Lyft’s bike-sharing business gains momentum. And the data center boom prevented hiring in July from slowing further. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: SK Hynix plans to invest about $38 billion to expand chip production. And video game company Take Two reports loss despite higher revenue. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

ICE is on a mission to track down people it considers a threat to its agents and operations. It’s turning to social media to find them, concerning free-speech advocates in the process. WSJ reporter Shane Shifflett joins to explain how the federal agency is weaponizing social media. Plus, would you outsource your dating life to AI? WSJ’s Molly Reinmann has been reporting on the varying success of those who have. Katie Deighton hosts. Were you fooled into thinking an AI-generated post was real? Are you worried AI is looking more and

Plus: Redwire taps SpaceX’s Starfall ship for pharma mission. And Datadog warns of lower usage by major AI customer. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Meta discloses one of its AI models went rogue. And SoftBank uses its OpenAI stake to fund a $10 billion loan. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Uber issues weak guidance amid robotaxi investments. And Shopify says AI-search is fueling e-commerce growth. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: a U.K. government-backed research institute finds AI models went rogue during routine tests. And new White House AI guidelines exempt U.S. open models from government review. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

 Plus: the World Bank says developing economies have more to gain and less to lose from AI. And New Jersey sues Amazon for allegedly suppressing delivery wages. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Wells Fargo plans to roll out tokenized deposit service for corporate clients. And Anduril considers shipyard investment to build drone boats. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Elon Musk’s SpaceX on Tuesday will report its first quarterly earnings as a public company. In the wake of the company’s post-IPO stock drop and Tesla’s negative quarterly cashflow, what can investors expect? WSJ reporter Becky Peterson sets the scene. Plus, WSJ’s Sharon Terlep on the anti-tech automotive movement, and the extreme measures some are taking to avoid features like driving-assistance technology. Katie Deighton hosts. Were you fooled into thinking an AI-generated post was real? Are you worried AI is looking more and more real? We want to hear from you!

Plus: nuclear energy startup Valar Atomics closes a $1 billion fundraising round. And Alibaba’s new AI model impresses analysts. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: AstraZeneca and Bristol Myers Squibb shares swing on reports of a potential tie up. And Nissan reports its first quarterly profit in two years. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As more AI-generated images and sounds fill our screens, our sense of reality is being distorted. In a special three-part series of Tech News Briefing, WSJ personal tech columnist Nicole Nguyen sits down with researchers, content creators and an AI character to ask how AI is changing our perceptions. This is episode one of TNB’s “AI and the Blurring of Reality.” Sign up for the WSJ's free Technology newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: OpenAI surpasses one billion active users after cutting prices. And Sony Group raises guidance after profit jumps more than expected. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Anthropic says its AI models hacked three companies during tests. And shares of Universal Music Group plunge as streaming and subscription revenue slows. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Meta’s stock dropped this week amid investor concern over the company’s ballooning spending on AI infrastructure projects. WSJ’s Asa Fitch breaks down why the tech giant’s case for this spending is weaker than some of its competitors. Plus, WSJ’s Natalie Kaufman explains how young adults are using AI to ease their social anxiety. Isabelle Bousquette, a reporter for the Wall Street Journal Leadership Institute, hosts. Were you fooled into thinking an AI-generated post was real? Are you worried AI is looking more and more real? We want to hear from you!

Plus: Amazon reports higher revenue in the second quarter from its cloud-computing business. And a data-center developer working with Anthropic plans to borrow $15 billion for a new Texas campus, with backing from Google. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: IBM says new research shows quantum computers can outperform conventional ones. And investors and analysts are awaiting Amazon’s latest earnings. Danny Lewis hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Microsoft sees jump in profits, beating Wall Street expectations. And Russia charges Telegram founder with aiding terrorism. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Meta CEO Mark Zuckerberg calls for policies that accelerate AI development. And DoorDash is building its own drone delivery network. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Dutch chip-equipment supplier ASM International lifts sales outlook as AI fuels orders. And SpaceX shares are trading at a big discount from its IPO price. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Visa cuts headcount by about 7%. And Korean stocks tumble on doubts over AI. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

IBM has a plan to profit from the AI race that doesn’t involve pouring billions of dollars into data centers or new models. CEO Arvind Krishna sits down with WSJ columnist Christopher Mims after the company’s worst single-day stock loss in history to share his vision for Big Blue’s future. Plus, lifestyle collections from Palantir and OpenAI have sparked ridicule across the internet. WSJ features editor Jamie Waters joins to explain why the products are selling out anyway. Have you seen an AI-generated post you thought was real? We want to

Plus: Apple approaches $5 trillion market cap. And AstraZeneca says it’s on track to hit its revenue target for 2030. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: chip maker CXMT becomes the most valuable company listed in mainland China in its debut. And some U.S. companies plan to increase headcount despite AI fears. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Verizon Communications revenue falls in second quarter. Meanwhile, Charter Communications logs its fourth consecutive quarterly revenue decline. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: SAP shares rise after earnings beat. And CATL profit surges on booming battery demand. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As a backlash against AI builds, CEOs of AI firms are beefing up security and telling employees to leave their company branded swag at home. WSJ’s Zusha Elinson unpacks the violent threats putting the industry on edge. Plus, Tesla became the most valuable car company in the world by acting less like an automaker and more like a tech company. WSJ Detroit Bureau Chief Patrick George digs into the company’s latest quarterly results, and why they made investors push the stock lower. Imani Moise hosts. Have you seen an AI-generated post

Plus: the European Union fines Google for breaching its digital competition rules. And U.S. lawmakers introduce a bill to rein in powerful AI models. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: new Google research says AI is assisting workers, not replacing them. And shares in STMicroelectronics fall on new revenue forecast. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: IBM lowers full-year revenue growth outlook. And Tesla’s second-quarter revenue surges amid $5.8 billion spend in AI and robotics. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: OpenAI says two of its models hacked a company in a cybersecurity test gone wrong. And U.S. data-center operator TECfusions plans to go public. Danny Lewis hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: trade technology provider Altana acquires AI platform to tackle customs complexity. And Coinbase stock jumps after Clarity Act clears major hurdle. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Novo Nordisk files a deceptive advertising lawsuit against Eli Lilly. And the latest Chinese AI model launches rattle expectations for the biggest AI players in the US. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Robotaxis are spreading across the country, but the rules for policing them are still evolving. WSJ’s Ellie Davis explains how local law enforcement is handling traffic violations when there's no one behind the wheel. Plus, new AI-native startups are reshaping how companies hire and grow. WSJ reporter Lindsay Ellis explains what that could mean for the future of work. Imani Moise hosts. Have you seen an AI-generated post you thought was real? We want to hear from you! Record a voice memo and send it to tnb@wsj.com or leave us a

Plus: Experian may benefit from the AI expansion due to proprietary data, Bank of America analysts say. And Chinese-owned EV maker Polestar won’t appeal U.S. ban. Julie Chang hosts.

Plus: EU fines AliExpress nearly $630 million over product-safety concerns. And chip stocks rise ahead of a busy week for tech earnings. Imani Moise hosts.

Plus: Apple and Nvidia vie for the title of most valuable publicly traded U.S. company. And investors continue to punish Netflix after disappointing earnings. Julie Chang hosts.

Plus: China’s Moonshot AI releases new open-source model it says rivals U.S. counterparts. And Databricks is raising $3 billion at a $188 billion valuation. Imani Moise hosts.

AI is transforming the way employers vet job candidates. WSJ careers columnist Callum Borchers explains how your digital footprint can have professional consequences. Plus, WSJ personal tech columnist Nicole Nguyen tells us what happened when she gave an AI agent access to her passwords. Imani Moise hosts. Have you seen an AI-generated post you thought was real? We want to hear from you! Record a voice memo and send it to tnb@wsj.com or leave us a voicemail at (212) 416-2236. Sign up for the WSJ's free Technology newsletter.

Plus: Verizon to cut 3,000 jobs in retail retreat. And Eli Lily strikes a deal to buy psychedelic firm AtaiBeckley. Imani Moise hosts.

Plus: U.K.’s media watchdog is investigating TikTok over child-safety measures. And TSMC pledges to invest an additional $100 billion in the U.S. Pierre Bienaimé hosts.

Plus: Australia plans to require data centers to underwrite their electricity and water supplies. And a group of Meta employees is suing the social-media company, accusing it of using AI to conduct discriminatory layoffs. Pierre Bienaimé hosts.

Plus: AT&T and Verizon are sidelining family plans for single-line bundles. And China’s DeepSeek is preparing to go public. Danny Lewis hosts.

Plus: Computer software prices post record year-over-year increase. And big banks weigh in on how AI will affect headcount. Imani Moise hosts.

Plus: IBM shares fall after the company issues a profit warning. And Frontier Airlines is partnering with Starlink to offer in-flight Wi-Fi for the first time. Pierre Bienaimé hosts.

Strong chip demand alone doesn’t explain Intel’s comeback story. WSJ reporter Robbie Whelan breaks down the Trump administration’s remarkably active role in the chipmaker’s turnaround. Plus, WSJ’s Natalie Kaufman explains why using the wrong USB-C charger can fry your phone. Imani Moise hosts. Have you seen an AI-generated post you thought was real? We want to hear from you! Record a voice memo and send it to tnb@wsj.com or leave us a voicemail at (212) 416-2236. Sign up for the WSJ's free Technology newsletter.

Plus: European nations sanction Russian hackers for 15 years of cyberattacks. And SpaceX is clear to launch the newest version of its Starship rocket later this week. Pierre Bienaimé hosts.

Plus: Meta nearly doubles its planned investment in Louisiana data center project. And Intel will ramp up spending on expanded manufacturing in Ireland. Imani Moise hosts.

Plus: Circle gets federal approval to launch a crypto-focused bank. And China successfully launched a reusable rocket. Julie Chang hosts.

Plus: a European Union regulator says Meta isn’t doing enough to protect users from the addictive designs of Instagram and Facebook. And a coalition of record-labels and artist groups is pushing streamers to label songs made using AI. Danny Lewis hosts.

State Farm is overhauling the way it sells insurance as it embraces artificial intelligence. WSJ insurance reporter Jean Eaglesham explains why the changes have sparked backlash from agents and customers. Plus, WSJ columnist Christopher Mims explains why tech companies' water usage disclosures don't always tell the full story. Imani Moise hosts. Have you seen an AI-generated post you thought was real? We want to hear from you! Record a voice memo and send it to tnb@wsj.com or leave us a voicemail at (212) 416-2236. Sign up for the WSJ's free Technology

Plus: China weighs limits on AI models that American companies love. And PC demand could be subdued for the rest of the year. Julie Chang hosts.

Plus: Chinese AI company Zhipu plans $4 billion dollar fundraising round. And AirBnB buys NYC office for $81.5 million. Imani Moise hosts.

Plus: a payments company backed by the Trump family’s crypto firm is in talks to sell its core business. And blockbuster AI deals are driving a global surge in mergers and acquisitions. Danny Lewis hosts.

Plus: Apple will spend $30 billion on U.S-made chips from Broadcom. And a European court dismisses the iPhone maker’s appeal over the EU’s tech rules.

Plus: Rivian has disclosed plans to sell 75 million shares of common stock. And the U.S. trade deficit widened as imports of AI components rose. Anthony Bansie hosts.

Plus: South Korean tech giants Samsung and LG Electronics forecast record breaking quarters amid AI boom. Imani Moise hosts.

Electric big rig startup Windrose Technology was set to disrupt the global trucking industry. WSJ supply chain reporter Paul Berger explains why the company is now facing lawsuits and regulatory scrutiny. Plus, WSJ’s Tina Li explains how a new generation of college students is ditching internships to found their own companies. Have you ever seen a post on your social media feed that you thought was real, only to later realize it was AI-generated? What did you see? Why did you believe it? How did you feel afterwards? We want to

Plus: Microsoft is cutting more than 3,000 jobs in its Xbox division. And SpaceX is set to join the Nasdaq-100. Imani Moise hosts.

Plus: SK Hynix lowers fundraising target after recent decline in share price. And Novartis to pay up to $1.5 billion for Myricx Bio. Imani Moise hosts.

Plus: Drone maker Quantum System more than doubled its valuation in a $1.2 billion financing round. And Takeda announces partnership with Insilico to develop new drugs with AI. Imani Moise hosts.

Plus: Google loses appeal against EU’s $4.6 billion Android fine. And SAP plans to curb hiring and travel costs to fund AI initiatives. Imani Moise hosts.

Plus: President Trump made over $1 billion on crypto deals in 2025. And South Korean exports soar on AI chip boom. Julie Chang hosts.

Plus: Google ordered to pay nearly $2 billion to Klarna in an antitrust case. And Binance’s European users can no longer buy crypto on the exchange. Imani Moise hosts.

Plus: A consortium including Google, Coinbase, and BlackRock backs new stablecoin. And shares in Siemens Energy rise over strong demand in electrification and AI data centers. Julie Chang hosts.

Plus: Australia’s consumer watchdog sues Amazon over streaming contracts. And Apple supplier Luxshare Precision Industry prepares for what could be Hong Kong’s biggest listing of the year. Imani Moise hosts.

The companies building today’s most popular AI tools are also putting them to work internally. WSJ reporter Katie Bindley discusses what their experiments could mean for the future of white-collar work. Plus, WSJ’s Natalie Kaufman explains why sharing the password to your chatbot account could come with hidden costs. Imani Moise hosts. Have you ever seen a post on your social media feed that you thought was real only to later realize it was AI-generated? What did you see? Why did you believe it? How did you feel afterwards? We want

Plus: Airbus to get $3.42 billion loan from European Investment Bank in push for tech sovereignty. And Dish DBS prepares to file for bankruptcy. Julie Chang hosts.

Plus: Samsung Electronics and SK Hynix plan to invest $520 billion in a new chip-making hub in South Korea. And Rocket Lab to buy Iridium Communications in a challenge to SpaceX. Julie Chang hosts.

Plus: two lawmakers call for federal probe into Polymarket over deceptive advertising. And Trump threatens 100% tariffs on European countries that impose new digital services taxes on U.S. tech companies. Julie Chang hosts.

Plus: ON Semiconductor will buy hardware manufacturer Synaptics in $7 billion all-stock deal. And South Korea aims to train all active troops to operate drones. Danny Lewis hosts.

The startup Slate Auto is betting big on the fact Americans want cheaper cars. WSJ reporter Ryan Felton joins us to discuss whether Slate’s affordable, all-electric truck will land with consumers. Plus, WSJ reporter Anna Wilde Mathews explains Utah’s AI doctor experiment. Belle Lin, a reporter for the Wall Street Journal Leadership Institute, hosts. Have you ever seen a post on your social media feed that you thought was real only to later realize it was AI-generated? What did you see? Why did you believe it? How did you feel afterwards?

Plus: Chinese-owned EV maker Polestar will exit the U.S. market after a Commerce Department ban.. And former Facebook executive Sarah Wynn-Williams sues Meta to overturn an arbitration order blocking her from promoting her book. Julie Chang hosts.

Plus: The European Union says Amazon and Microsoft’s cloud services should be regulated under its Digital Markets Act. And BlackBerry boosted its 2027 fiscal outlook, thanks to expanding opportunities in AI. Danny Lewis hosts.

Plus: Qualcomm to acquire AI software firm Modular in $3.9 billion stock deal. And Zoox debuts redesigned robotaxi for large-scale production. Julie Chang hosts.

Plus: humanoid robot maker Agility Robotics is planning to go public in a $2.5 billion SPAC deal. And South Korean chip maker SK Hynix is planning to raise more than $29 billion through a U.S. listing. Danny Lewis hosts.

Plus: Walmart buys French advertising tech firm, Vibe.co. And Tesla’s European monthly sales bounce back. Julie Chang hosts.

Plus: President Trump boosts quantum-computing development with two executive orders. And Oracle says it has cut about 21,000 jobs over the past year as it invests in AI. Danny Lewis hosts.

Polymarket is behind the recent deluge of social media videos that appear to show creators getting rich off the prediction market’s platform. WSJ reporter Caitlin Ostroff breaks down our exclusive investigation on the marketing operation. Plus, WSJ reporter Ray Smith explains how AI could help fix the job interview process. Belle Lin, a reporter for the Wall Street Journal Leadership Institute, hosts. Sign up for the WSJ's free Technology newsletter.

Plus: Shares of Getty Images nearly double following OpenAI agreement. And EV manufacturer Lucid will cut 18% of its U.S. workforce. Julie Chang hosts.

Plus: Chevron strikes deal with Microsoft to power West Texas AI data center. And a SoftBank-backed robotics company plans to go public in Hong Kong. Danny Lewis hosts.

Plus: Accenture lowers its revenue guidance. Meanwhile, BE Semiconductor raises its long-term revenue and profitability targets. And SpaceX shares are set to extend their decline. Julie Chang hosts.

Plus: President Trump announces a new deal between Apple and Intel. And AI-infrastructure startup Baseten to raise $1.5 billion. Imani Moise hosts.

Plus: Dueling IPOs are forcing bankers at Goldman Sachs and Morgan Stanley to pick teams. And tech companies including Stripe, Google commit $915 million to pull carbon out of the sky. Julie Chang hosts.

Plus: UK antitrust officials say Google must make its search results more fair. And Allbirds announces new name and CEO in AI pivot. Imani Moise hosts.

Plus: Databricks releases Genie One, an agentic co-worker for businesses. And Rivian and Robinhood announce layoffs. Julie Chang hosts.

Plus: DeepSeek’s valuation tops $50 billion after its first fundraising round. And Elon Musk’s xAI loses legal challenge against OpenAI. Imani Moise hosts.