Financial Times:
How the AI boom is transforming global M&A, now dominated by the AI-driven race to control the world's energy, fiber networks, and computing capacity — Deals hit record highs, unloved companies turn sexy and PE finds a new gold mine. Up until this week, NextEra Energy …
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Sunday, May 24, 2026
How the AI boom is transforming global M&A, now dominated by the AI-driven race to control the world's energy, fiber networks, and computing capacity (Financial Times)
Tether buys out SoftBank's ~26% stake in bitcoin treasury company Twenty One Capital, taking its stake to ~71%; SoftBank's stake was worth ~$679M (Emily Nicolle/Bloomberg)
Emily Nicolle / Bloomberg:
Tether buys out SoftBank's ~26% stake in bitcoin treasury company Twenty One Capital, taking its stake to ~71%; SoftBank's stake was worth ~$679M — Tether has bought out SoftBank Group Inc.'s ownership in the digital-asset treasury company Twenty One Capital Inc., adding to its control …
Saturday, May 23, 2026
Delivery Hero says it received a takeover offer from Uber for €33 per share, a discount of 1.76% from Delivery Hero's close on Friday (Anusha Shah/Reuters)
Anusha Shah / Reuters:
Delivery Hero says it received a takeover offer from Uber for €33 per share, a discount of 1.76% from Delivery Hero's close on Friday — German food delivery service Delivery Hero (DHER.DE) confirmed it had received a takeover offer from rival Uber (UBER.N) valuing the company at 33 euros …
A look at a copy of the AI EO that President Trump was expected to sign on Thursday; the unsigned EO emphasized that government AI reviews would be voluntary (Sophia Cai/Politico)
Sophia Cai / Politico:
A look at a copy of the AI EO that President Trump was expected to sign on Thursday; the unsigned EO emphasized that government AI reviews would be voluntary — The draft also includes language aimed at bad actors. It directs the attorney general to enforce the Computer Fraud and Abuse Act and …
A profile of TP-Link, whose share of the US consumer router market grew from 10% to 60%+ between 2019 and 2025, as it seeks to rebut national security concerns (Noah Berman/The Wire China)
Noah Berman / The Wire China:
A profile of TP-Link, whose share of the US consumer router market grew from 10% to 60%+ between 2019 and 2025, as it seeks to rebut national security concerns — When Jeffrey Chao was studying for his master's in computer science in the early 1990s, he would sometimes spend so many hours …
As the US House probes Airbnb's use of Chinese AI models, CEO Brian Chesky says the company is not sharing data with Chinese firms and uses open-source models (Natalie Lung/Bloomberg)
Natalie Lung / Bloomberg:
As the US House probes Airbnb's use of Chinese AI models, CEO Brian Chesky says the company is not sharing data with Chinese firms and uses open-source models — Airbnb Inc. Chief Executive Officer Brian Chesky defended his company's use of Chinese artificial intelligence models …
Friday, May 22, 2026
Sources and documents detail Satya Nadella's effort to revamp Microsoft's senior leadership, creating a startup-style operating model to compete in the AI race (Ashley Stewart/Business Insider)
Ashley Stewart / Business Insider:
Sources and documents detail Satya Nadella's effort to revamp Microsoft's senior leadership, creating a startup-style operating model to compete in the AI race — CEO Satya Nadella just dismantled the senior leadership structure that has run Microsoft for decades.
Meta releases Forum, a Reddit-like standalone app for Facebook Groups, with a feed showing Group conversations and an AI-powered "Ask" feature, on iOS (Mariella Moon/Engadget)
Mariella Moon / Engadget:
Meta releases Forum, a Reddit-like standalone app for Facebook Groups, with a feed showing Group conversations and an AI-powered “Ask” feature, on iOS — It's a new dedicated app for Facebook Groups. — Meta has launched a new app called Forum without fanfare or even an official announcement.
Thursday, May 21, 2026
Analysis: Samsung could distribute ~$26.6B to chip employees, or ~$340K each for its 78,000 staff, as a bonus in early 2027 as part of a last-minute union deal (Bloomberg)
Bloomberg:
Analysis: Samsung could distribute ~$26.6B to chip employees, or ~$340K each for its 78,000 staff, as a bonus in early 2027 as part of a last-minute union deal — Samsung Electronics Co. could distribute about 40 trillion won ($26.6 billion) to chip employees as a bonus for this year …
Wednesday, May 20, 2026
Kickstarter retracts stricter rules on mature content after creator backlash, and says it adopted the tougher rules because of its payment processor Stripe (Mariella Moon/Engadget)
Mariella Moon / Engadget:
Kickstarter retracts stricter rules on mature content after creator backlash, and says it adopted the tougher rules because of its payment processor Stripe — It explained that it created the new rules due to Stripe's policy. — Kickstarter has retracted the new set of rules around mature content …
Document and sources: China banned Nvidia's RTX 5090D V2 chip, aimed at gamers and animators, while Jensen Huang was visiting China with Donald Trump last week (Financial Times)
Financial Times:
Document and sources: China banned Nvidia's RTX 5090D V2 chip, aimed at gamers and animators, while Jensen Huang was visiting China with Donald Trump last week — Beijing aims to support domestic players including Huawei and Cambricon as they catch up to US rivals
Tuesday, May 19, 2026
Standard Chartered plans to cut nearly 8,000 back-office positions by 2030, a 15%+ reduction in support functions in hubs like Bengaluru, amid growing AI usage (Arjun Neil Alim/Financial Times)
Arjun Neil Alim / Financial Times:
Standard Chartered plans to cut nearly 8,000 back-office positions by 2030, a 15%+ reduction in support functions in hubs like Bengaluru, amid growing AI usage — Bill Winters says new strategy focuses on replacing ‘lower-value human capital’ in drive for ‘sustainable growth’
Monzo reports FY 2026 revenue up 39% YoY to £1.7B, pre-tax profit up 44% to £87.3M, users up 3M to 15M+, and deposits up 55% to £25.7B, as it expands lending (Aisha S Gani/Bloomberg)
Aisha S Gani / Bloomberg:
Monzo reports FY 2026 revenue up 39% YoY to £1.7B, pre-tax profit up 44% to £87.3M, users up 3M to 15M+, and deposits up 55% to £25.7B, as it expands lending — Monzo Bank Ltd. reported a 44% jump in profit in the year through March, as growth in lending lifted interest income.
Monday, May 18, 2026
How Amazon, which took a measured tone to AI, went from an AI also-ran to a real contender, thanks to $200B in spending, custom AI chips, and savvy deals (Tim Higgins/Wall Street Journal)
Tim Higgins / Wall Street Journal:
How Amazon, which took a measured tone to AI, went from an AI also-ran to a real contender, thanks to $200B in spending, custom AI chips, and savvy deals — The pieces are coming together for AWS's AI strategy, thanks to $200 billion in spending, custom chips and savvy deals
Sunday, May 17, 2026
Sources: DayOne, the spinoff of China's largest data center operator GDS Holdings, plans dual IPO in Singapore and NY, seeking to raise $5B at a ~$20B valuation (Owen Walker/Financial Times)
Owen Walker / Financial Times:
Sources: DayOne, the spinoff of China's largest data center operator GDS Holdings, plans dual IPO in Singapore and NY, seeking to raise $5B at a ~$20B valuation — Please use the sharing tools found via the share button at the top or side of articles. Copying articles to share with others …
IT management platform NinjaOne raised $400M in a secondary share sale at a $12.3B valuation, up from $5B in February 2025, and says its ARR has hit $600M (Rebecca Torrence/Bloomberg)
Rebecca Torrence / Bloomberg : IT management platform NinjaOne raised $400M in a secondary share sale at a $12.3B valuation, up from $5B ...
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Sohee Kim / Bloomberg : South Korean authorities are investigating a data leak at e-commerce giant Coupang that exposed ~33.7M accounts; ...
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The first project we remember working on together was drawing scenes from the picture books that our mom brought with her when she immigrate...