Articles from www.wsj.com

Articles from www.wsj.com

US data center demand has driven stock surges of contractors and equipment makers like Corning, Sterling Infrastructure, Comfort Systems USA, and Carrier Global (www.wsj.com)
2026-2-7 U.S.

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 (www.wsj.com)
2026-2-7 Trump

A civil subpoena shows the US DOJ is investigating Netflix for potential anticompetitive tactics as DOJ probes the company's proposed acquisition of WBD (www.wsj.com)
2026-2-7 Netflix

How the SpaceX-xAI $1.25T merger deal was fast-tracked after SpaceX had a technical breakthrough in orbital data centers last fall (www.wsj.com)
2026-2-6 SpaceX

Strategy reports Q4 net loss grew to $12.4B from $671M a year earlier, as BTC trades below its ~$76K average purchase price; MSTR is down 68% in the past year (www.wsj.com)
2026-2-6 4Q

Snowboarder Maddie Mastro and other athletes are using a new AI tool powered by Google DeepMind's computer vision models to prepare for the 2026 Winter Olympics (www.wsj.com)
2026-2-6 Google AI

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 (www.wsj.com)
2026-2-5 Spotify

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 (www.wsj.com)
2026-2-5 India AI

Fears that software companies are facing an AI-driven extinction event are exaggerated, but the belief that they might be facing one is damaging their stocks (www.wsj.com)
2026-2-5 AI

Cybersecurity company Varonis agrees to acquire AllTrue, which develops specialized tools for AI trust, risk, and security management, for $125M in cash (www.wsj.com)
2026-2-5 AI

Snowboarder Maddie Mastro and other athletes are using a new AI tool powered by Google DeepMind's computer-vision models to prepare for the 2026 Winter Olympics (www.wsj.com)
2026-2-5 Google AI

AI voice startup ElevenLabs raised a $500M Series D led by Sequoia at an $11B valuation, taking its total funding to nearly $800M, and reports $330M in 2025 ARR (www.wsj.com)
2026-2-5 Startup AI

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 (www.wsj.com)
2026-2-4 AI

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%+ (www.wsj.com)
2026-2-4 Uber 4Q

Recon: the US market share of Copilot as paid users' first choice fell from 18.8% in July 2025 to 11.5% in January 2026, while Gemini's rose from 12.8% to 15.7% (www.wsj.com)
2026-2-4

Software and data stocks plunge over fears that new developments in AI will supplant software; ADBE closed down 7.31%, CRM 6.85%, and Thomson Reuters 15.83% (www.wsj.com)
2026-2-4 AI CRM

Walmart hits a $1T market cap in intraday trading after a stock surge fueled in part by investor enthusiasm for its e-commerce growth and AI investments (www.wsj.com)
2026-2-4 AI Walmart

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 (www.wsj.com)
2026-2-3 SpaceX

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 (www.wsj.com)
2026-2-2 Startup Venezuela

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 (www.wsj.com)
2026-2-2

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 (www.wsj.com)
2026-2-2

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 (www.wsj.com)
2026-2-2 Asia Singapore

Apple, long dominant in the electronics supply chain, is starting to be outbid by AI companies for components like memory as suppliers gain leverage over Apple (www.wsj.com)
2026-2-2 AI Apple

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 (www.wsj.com)
2026-2-2 IOS

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 (www.wsj.com)
2026-2-1 Trump

Sources: OnlyFans is in talks to sell a nearly 60% stake to Architect Capital in a deal that values the company at around $5.5B, including debt (www.wsj.com)
2026-1-31

A look at the clash between Coinbase and Wall Street over the Clarity Act and whether crypto exchanges can offer stablecoin “rewards” (www.wsj.com)
2026-1-31 Wall Street Coinbase

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 (www.wsj.com)
2026-1-31 Nvidia

Sources: OpenAI is laying the groundwork for a public listing in Q4 2026, holding informal talks with Wall Street banks and growing its finance team (www.wsj.com)
2026-1-30 Wall Street 4Q

Sandisk reports Q2 revenue up 61% YoY to $3.03B, vs. $2.69B est., and net income up 672% to $803M, as AI drives demand upward; SNDK jumps 11%+ after hours (www.wsj.com)
2026-1-30 AI

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