Articles from www.wsj.com

Articles from www.wsj.com

Netflix actually won by walking away from the WBD bid, collecting a $2.8B termination fee and driving up the price and debt load of the Paramount-WBD merger (www.wsj.com)
2026-3-1 Netflix

Block's plan to lay off over 4,000 employees, citing AI work automation, adds to growing angst among white-collar workers over AI's potential for job disruption (www.wsj.com)
2026-3-1 AI

Sources: Commands around the world, including the US Central Command in the Middle East, use Anthropic's Claude AI tool for a range of military operations (www.wsj.com)
2026-3-1 AI

An interview with Amazon's AI chief Peter DeSantis on plans to use in-house chips, Trainium and Inferentia, to develop AI models more cheaply, and more (www.wsj.com)
2026-3-1 Amazon Interview AI

Sources: Israel hacked BadeSaba, a popular Iranian prayer app with 5M+ installs on Google Play, to send messages urging Iranian military personnel to defect (www.wsj.com)
2026-3-1 Israel Google Iran

Sources: Nvidia plans to unveil a new AI inference chip at its GTC conference in March; the system will have a Groq-designed chip and OpenAI is a customer (www.wsj.com)
2026-2-28 AI Nvidia

Sources: crypto investment firm Paradigm is looking to raise up to $1.5B for a new fund to expand into AI, robotics, and other forms of frontier tech (www.wsj.com)
2026-2-28 AI Robot

Sources: multiple federal agencies raised concerns about Grok's safety and reliability in recent months, before DOD approved Grok for use in classified settings (www.wsj.com)
2026-2-28

Intuit reports Q2 revenue up 17% YoY to $4.65B, vs. $4.53B est., and forecasts Q3 revenue growth of ~10% and EPS below expectations (www.wsj.com)
2026-2-28

Note to staff: Sam Altman says OpenAI seeks a DOD deal with exemptions for cases like domestic surveillance and wants to “help de-escalate” DOD-Anthropic fight (www.wsj.com)
2026-2-28

Intuit reports Q2 revenue up 17% YoY to $4.65B, vs. $4.53B est., and forecasts Q3 revenue growth of ~10% and EPS below expectations; INTU drops 5%+ after hours (www.wsj.com)
2026-2-27

Sam Altman's Tools for Humanity is partnering with brands like Gap, Visa, and Tinder to market its World ID human verification product (www.wsj.com)
2026-2-27

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+ (www.wsj.com)
2026-2-27 Microsoft ETF AI Salesforce

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 (www.wsj.com)
2026-2-26 IBM Cisco

Baidu reports Q4 revenue down 4% YoY to ~$4.8B, its third consecutive quarter of revenue decline, and net profit down 66% YoY to ~$259M, below ~$374M est. (www.wsj.com)
2026-2-26 4Q

A look at how both small and large companies, including Meta, are tracking and enforcing employees' AI usage and considering it during performance reviews (www.wsj.com)
2026-2-26 AI

Sources: Thrive invested $1B in OpenAI in 2025 at a $285B valuation in a transaction akin to a call option; OpenAI was separately raising at a $830B valuation (www.wsj.com)
2026-2-26

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 (www.wsj.com)
2026-2-25 4Q

DoorDash says it plans to exit Qatar, Singapore, Japan and Uzbekistan, winding down both Deliveroo and Wolt, and make limited operational changes elsewhere (www.wsj.com)
2026-2-25 Japan Singapore Qatar

A look at how both small and large companies are tracking and enforcing employees' AI usage and considering it during performance reviews (www.wsj.com)
2026-2-25 AI

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 (www.wsj.com)
2026-2-25

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 (www.wsj.com)
2026-2-24 AMD

A look at Apple's efforts to reshore the US chip supply chain, as the company commits to buying more than 100M chips from TSMC Arizona in 2026 (www.wsj.com)
2026-2-24 Apple

Apple says it plans to move some production of Mac Mini to Houston from Asia later in 2026, as part of its efforts to invest $600B in the US over four years (www.wsj.com)
2026-2-24 Asia Apple

The administrator winding down Terraform Labs sues Jane Street, alleging it engaged in insider trading to profit from and ultimately hasten Terraform's collapse (www.wsj.com)
2026-2-24

How Binance staffers found $1B was sent to sanctioned Iranian entities via the exchange, which dismantled their probe and suspended them after Trump pardoned CZ (www.wsj.com)
2026-2-24 Trump Iran

Some AI startups are boosting their valuations by raising capital in back-to-back or multitiered deals, raising questions about how much they are really worth (www.wsj.com)
2026-2-24 Startup AI

Anthropic says DeepSeek, MiniMax, and Moonshot violated its ToS by prompting Claude a combined 16M+ times and using distillation to train their own products (www.wsj.com)
2026-2-24

Software stocks extend their weeks-long selloff, with AppLovin, Datadog, Workday down 7%+; several of the biggest decliners were discussed in a post by Citrini (www.wsj.com)
2026-2-24

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 (www.wsj.com)
2026-2-23 Virginia

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