Saturday, February 7, 2026

Apple, whose capital expenditure is just a fraction of its peers, is the only Big Tech company that saw capex decline YoY in Q4, decreasing 19% to $2.37B (Rani Molla/Sherwood News)

Rani Molla / Sherwood News:
Apple, whose capital expenditure is just a fraction of its peers, is the only Big Tech company that saw capex decline YoY in Q4, decreasing 19% to $2.37B  —  One of these companies is not like the others.  —  If you've been following the Big Tech companies' earnings reports …



An interview with Kalshi CEO Tarek Mansour about the "wisdom of the crowd", political polarization, having Trump Jr. as an adviser, casino comparisons, and more (Oliver Roeder/Financial Times)

Oliver Roeder / Financial Times:
An interview with Kalshi CEO Tarek Mansour about the “wisdom of the crowd”, political polarization, having Trump Jr. as an adviser, casino comparisons, and more  —  The co-founder of America's biggest predictions market on the ‘wisdom of the crowd’, political polarisation — and the company's adviser, Donald Trump Jr



New US rules banning Chinese software in internet-connected vehicles from March 17 add urgency to industrywide efforts to reduce reliance on Chinese components (Stephen Wilmot/Wall Street Journal)

Stephen Wilmot / Wall Street Journal:
New US rules banning Chinese software in internet-connected vehicles from March 17 add urgency to industrywide efforts to reduce reliance on Chinese components  —  New U.S. rules ban Chinese software in vehicles on national-security grounds  —  How Chinese is your car?  Automakers are racing to work it out.



Sunday, February 1, 2026

India to exempt foreign companies from being taxed when providing equipment to their contract manufacturers in the country, a rule change Apple lobbied for (Reuters)

Reuters:
India to exempt foreign companies from being taxed when providing equipment to their contract manufacturers in the country, a rule change Apple lobbied for  —  India's government on Sunday handed a major win to Apple (AAPL.O) by allowing foreign companies to provide machines …



Inside Physical Intelligence, a startup co-founded by Stripe veteran Lachy Groom that is building general-purpose robotic foundation models and has raised $1B+ (Connie Loizos/TechCrunch)

Connie Loizos / TechCrunch:
Inside Physical Intelligence, a startup co-founded by Stripe veteran Lachy Groom that is building general-purpose robotic foundation models and has raised $1B+  —  From the street, the only indication I've found Physical Intelligence's headquarters in San Francisco is a pi symbol that's …



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 (Andrew Zucker/Wall Street Journal)

Andrew Zucker / Wall Street Journal:
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  —  Thanks to a new iPhone feature, everyone now has an executive assistant in their pocket to filter unwanted calls



Tether froze $544M in alleged illicit income at Turkey's request, part of its push to aid governments in crackdowns against crypto use in alleged crimes (Bloomberg)

Bloomberg : Tether froze $544M in alleged illicit income at Turkey's request, part of its push to aid governments in crackdowns again...