Articles from www.bloomberg.com

Articles from www.bloomberg.com

Filing: OpenAI accuses xAI of systematically destroying evidence in its antitrust case by directing employees to use auto-deleting “ephemeral messaging tools” (www.bloomberg.com)
2026-2-4

Source: Anthropic plans an employee tender offer at a valuation of at least $350B, the same valuation discussed in the company's ongoing $20B fundraising (www.bloomberg.com)
2026-2-4

Salesforce's Tableau chief, Ryan Aytay, leaves after 19 years at the company, just two months after Slack CEO Denise Dresser left for OpenAI (www.bloomberg.com)
2026-2-4 Salesforce Slack

OpenAI names Dylan Scandinaro, who worked on AGI safety at Anthropic, as the company's head of preparedness (www.bloomberg.com)
2026-2-4

Sources: Nvidia is nearing a deal to invest $20B in OpenAI as part of OpenAI's $100B funding round (www.bloomberg.com)
2026-2-4 Nvidia

US v. Google: the DOJ and a group of states will appeal the September 2025 ruling in the Search antitrust case in which Google dodged a forced sale of Chrome (www.bloomberg.com)
2026-2-4 Google Chrome

AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% to $5.4B, forecasts Q1 revenue below the highest projections; AMD drops 5%+ after hours (www.bloomberg.com)
2026-2-4 4Q AMD

Match reports Q4 revenue up 2% YoY to $878M, vs. $871M est., net income up 32% YoY to $210M, paying users down 5% to 13.8M; MTCH jumps 7%+ after hours (www.bloomberg.com)
2026-2-4 4Q

Sources: Alphabet plans a new complex in Bengaluru, India, which can accommodate up to 20K extra staff, amid US visa restrictions and proposed H-1B fee hikes (www.bloomberg.com)
2026-2-4 India H1B Alphabet

Overland AI, which develops off-road robots and autonomous vehicles for military purposes, raised $100M led by 8VC, bringing its total funding to $142M (www.bloomberg.com)
2026-2-4 AI Robot Autonomous Car

Crypto.com launches prediction market platform OG ahead of the Super Bowl, following 40-fold WoW growth in its event contracts business over the last six months (www.bloomberg.com)
2026-2-4

PayPal names HP CEO Enrique Lores as CEO, replacing Alex Chriss on March 1, and reports Q4 revenue up 4% YoY to $8.7B, missing est.; PYPL falls 15% pre-market (www.bloomberg.com)
2026-2-3 4Q

Uber rolls out its service in the Chinese gambling hub of Macau, its first new entry to an Asian market for years; Uber sold its China business to Didi in 2016 (www.bloomberg.com)
2026-2-3 China Uber

Trump unveils a $12B critical minerals stockpile, called Project Vault, to minimize reliance on China, with participation from 12+ companies, including Google (www.bloomberg.com)
2026-2-3 Trump China Google

Waymo raised $16B led by Sequoia, DST Global, and Dragoneer at a $126B valuation and plans a rapid expansion across the US and into the UK this year (www.bloomberg.com)
2026-2-3

Sources: SpaceX plans to merge with xAI ahead of an IPO; the combined company is expected to price shares at ~$527 each and would have a valuation of $1.25T (www.bloomberg.com)
2026-2-3 IPO SpaceX

Oracle is selling $25B of bonds to help finance its AI buildout, in what is set to be the biggest high-grade US offering since Meta's $30B bond sale last year (www.bloomberg.com)
2026-2-3 AI Oracle

Shield, which acquires IT businesses and uses AI to make them efficient, raised $100M from Thrive Holdings and says it crossed $100M in annual revenue in 2025 (www.bloomberg.com)
2026-2-3 AI

Sources: SpaceX is in advanced talks to combine with xAI and they have informed some of their investors, as Elon Musk moves quickly to consolidate his empire (www.bloomberg.com)
2026-2-2 Elon Musk SpaceX

Taiwan hits a 21.06% weight in the MSCI Emerging Markets Index, surpassing China's 20.93%, the first time since July 2007, boosted by AI-linked local companies (www.bloomberg.com)
2026-2-2 China Taiwan AI

Oracle says it plans to raise $45B to $50B in 2026 to build additional capacity for its cloud infrastructure through a combination of debt and equity sales (www.bloomberg.com)
2026-2-2 Oracle Equity

SpaceX and Tesla are feeling the gravitational pull toward xAI, as Elon Musk looks to use his empire to fund xAI's ravenous appetite for cash and compute (www.bloomberg.com)
2026-2-2 Tesla Elon Musk SpaceX

Sources: Apple execs question if it has the ingredients to win in AI-first era, new MacBook Pros are about to launch, Apple considers clamshell foldable iPhone (www.bloomberg.com)
2026-2-2 iPhone AI Apple MacBook

Nomura: total returns for software debt in collateralized loan obligations have been lower than all other sectors in 2026, amid fears about AI's impact on SaaS (www.bloomberg.com)
2026-2-1 SaaS AI

Bitcoin has fallen to ~$78K, down ~7% in 24 hours, over 12% in the past week, and down ~37% since its ATH in Oct. 2025; Ethereum dropped ~18% in the past week (www.bloomberg.com)
2026-2-1 Bitcoin Ethereum

Nvidia CEO Jensen Huang said the company will “absolutely” be involved in OpenAI's current funding round, though the investment will be “nothing like” $100B (www.bloomberg.com)
2026-2-1 Nvidia

A look at South Park Commons, the VC firm behind a startup community focusing on idea exploration over immediate business plans, as it aims to raise $500M (www.bloomberg.com)
2026-1-31 Startup

Taiwan's GDP rose 12.68% in Q4 2025, its fastest quarterly growth since 1987; full-year GDP grew 8.63%, topping the 7.5% forecast on AI demand for tech products (www.bloomberg.com)
2026-1-31 Taiwan AI 4Q GDP

Sources: Apple lost at least four more AI researchers in recent weeks, two of whom went to Meta and one to DeepMind; a top Siri executive left for DeepMind (www.bloomberg.com)
2026-1-31 AI Apple

Costco will use Instacart's white-label e-commerce service to offer grocery delivery in Spain and France, extending their partnership beyond North America (www.bloomberg.com)
2026-1-31 France U.S. Spain

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