Articles from www.wsj.com

Articles from www.wsj.com

Analysis: despite AI ads outnumbering traditional Super Bowl ad categories like beer, nostalgia-driven ads from Budweiser and Dunkin' dominated social media (www.wsj.com)
2026-2-10 AI

SMIC reports Q4 revenue up 13% YoY to $2.49B, above est., net profit up 61% YoY to $172.85M, above $139.5M est., and 2025 revenue of $9.33B, above 2024's $8.03B (www.wsj.com)
2026-2-10 4Q

As OpenAI prepares to retire 4o on February 13, sources say the company scrapped it partly because it struggled to contain 4o's potential for harmful outcomes (www.wsj.com)
2026-2-10

Onsemi reports Q4 revenue down 11% YoY to $1.53B, vs. $1.54B est., as its two biggest business units continue to post sales declines; ON drops 4%+ after hours (www.wsj.com)
2026-2-10 4Q

Neara, which builds digital twins of critical infrastructure to help prepare for disasters, raised a AU$90M Series D, a source says at a AU$1.1B valuation (www.wsj.com)
2026-2-10

A profile of Amanda Askell, Anthropic's resident philosopher, who is learning Claude's reasoning patterns in a bid to endow it with a sense of morality (www.wsj.com)
2026-2-9

PE firm Advent, FedEx, A&R, and PPF agree to acquire Polish automated parcel delivery company InPost for €7.8B; the company has 61K automated parcel lockers (www.wsj.com)
2026-2-9 Poland

How Runna, an AI-powered virtual coaching app acquired by Strava in 2025, toned down its aggressive training plans following reports of injuries from some users (www.wsj.com)
2026-2-9 AI

How China boosts its humanoid robot industry, giving companies land, favorable bank loan terms, and sometimes subsidizing the robots' purchase price by ~10% (www.wsj.com)
2026-2-9 China Robot

T-glass, a type of ultrathin glass sheet used in advanced chips, is in short supply and largely comes from Nittobo, which is not adding capacity for months (www.wsj.com)
2026-2-9

Analysis: World Liberty Financial has earned the Trump family at least $1.2B in cash since its launch, while the Witkoff family has earned at least $200M (www.wsj.com)
2026-2-9 Trump

A look at Corning's booming fiber-optic business, boosted by data center demand and a $6B Meta deal, as Nvidia explores Corning's co-packaged optics for servers (www.wsj.com)
2026-2-8 Nvidia

New US rules banning Chinese software in internet-connected vehicles from March 17 add urgency to industrywide efforts to reduce reliance on Chinese components (www.wsj.com)
2026-2-7 China

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

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