Articles from www.wsj.com

Articles from www.wsj.com

Sources: Dell, Lenovo, and other PC makers are working with Nvidia on laptops that use the Arm-based Nvidia-MediaTek SoC, which could launch in H1 2026 (www.wsj.com)
2026-2-23 Nvidia Lenovo

Sources: Dell, Lenovo, and other PC makers are working with Nvidia on laptops using the Arm-based Nvidia-MediaTek system-on-a-chip, which could come in H1 2026 (www.wsj.com)
2026-2-23 Nvidia Lenovo

A profile of Neil Shen of HSG, formerly Sequoia China, which raised $9B from US investors before US restrictions and has funded Manus and other Chinese startups (www.wsj.com)
2026-2-23 China Startup

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 (www.wsj.com)
2026-2-21 Canada

Sources: Google may invest $100M in Fluidstack at a $7.5B valuation and has backstopped crypto miners that are building datacenters, seeking to expand TPU use (www.wsj.com)
2026-2-21 Google

Uber's market cap fell to ~$150B, down ~25% in six months, as investors weigh robotaxi disruption, perceiving it as a two-horse race between Waymo and Tesla (www.wsj.com)
2026-2-20 Uber Tesla

CZ returned to the US for the first time since his release from prison in 2024, to attend a WLF event at Mar-a-Lago attended by Brian Armstrong and others (www.wsj.com)
2026-2-20

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 (www.wsj.com)
2026-2-19 Korea Sony

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 (www.wsj.com)
2026-2-18 Vegas

Palo Alto Networks reports Q2 revenue up 15% YoY to $2.6B, vs. $2.58B est., and projects Q3 adjusted EPS below estimates; PANW drops 7%+ after hours (www.wsj.com)
2026-2-18

Indian IT giant Infosys partners with Anthropic to develop AI services for telecoms, with plans to expand to finance, manufacturing, and software development (www.wsj.com)
2026-2-17 India AI Manufacturing

Micron, which has undertaken a $200B US expansion, says it can currently meet about 50%-66% of demand for some key customers, as AI drives memory chip demand (www.wsj.com)
2026-2-17 AI

Letter and sources: Starboard plans to nominate a majority slate to Tripadvisor's board; Starboard holds a 9% stake, and TRIP has dropped ~46% in the past year (www.wsj.com)
2026-2-17

As India prepares to host its AI Impact Summit in New Delhi this week, the country is set to promote a frugal AI strategy focused on solving local issues (www.wsj.com)
2026-2-17 India AI

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 (www.wsj.com)
2026-2-16 Arabia Sensor Saudi Arabia

Anthropic partners with CodePath to help redesign computer coding curricula at hundreds of US community and state colleges, integrating Claude AI tools (www.wsj.com)
2026-2-15 AI

Anthropic adds Chris Liddell, a former Microsoft and GM exec who helped GM IPO and worked in Trump's first administration, to its board ahead of a potential IPO (www.wsj.com)
2026-2-14 Trump Microsoft IPO

Anthropic adds Chris Liddell, an ex-Microsoft and GM exec who helped GM IPO and worked in Trump's first administration, to its board ahead of a potential IPO (www.wsj.com)
2026-2-14 Trump Microsoft IPO

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 (www.wsj.com)
2026-2-13 IPO SpaceX

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 (www.wsj.com)
2026-2-12

A Dutch court orders an investigation into alleged mismanagement at Chinese-owned chip company Nexperia and upholds the suspension of CEO Zhang Xuezheng (www.wsj.com)
2026-2-12 China Netherlands

Investigation: as Ford pushes its BlueCruise driving system, some drivers found it confusing to use, misunderstood its limitations, and didn't heed its warnings (www.wsj.com)
2026-2-11 Ford

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 (www.wsj.com)
2026-2-11

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 (www.wsj.com)
2026-2-11 China 4Q

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 (www.wsj.com)
2026-2-11 Trump Google Amazon H1B

Sources: OpenAI fired VP Ryan Beiermeister in January for alleged sexual discrimination; she had earlier raised concerns about the upcoming launch of adult mode (www.wsj.com)
2026-2-11

Robinhood reports Q4 revenue up 27% YoY to $1.28B, below est., crypto revenue down 38% to $221M, below est., and net income down 34%; HOOD drops 5%+ after hours (www.wsj.com)
2026-2-11 4Q

As OpenAI moves to retire GPT-4o on February 13, sources say it is being scrapped partly because OpenAI struggled to contain its potential for harmful outcomes (www.wsj.com)
2026-2-11

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 (www.wsj.com)
2026-2-11 Tax Zuckerberg California

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 (www.wsj.com)
2026-2-10 Korea IPO

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