Dealroom and NATO Innovation Fund: European defense, security, and resilience startup funding rose 55% YoY to a record $8.7B in 2025, with AI accounting for 44% (Ingrid Lunden/Resilience Media)

Ingrid Lunden / Resilience Media:
Dealroom and NATO Innovation Fund: European defense, security, and resilience startup funding rose 55% YoY to a record $8.7B in 2025, with AI accounting for 44%  —  Ahead of the big Munich Security Conference later this week, the analysts at Dealroom teamed up with the NATO Innovation Fund …

Sources: Meta plans to add facial recognition to its smart glasses as soon as 2026, and considers letting the glasses identify people with public Meta accounts (New York Times)

New York Times:
Sources: Meta plans to add facial recognition to its smart glasses as soon as 2026, and considers letting the glasses identify people with public Meta accounts  —  In an internal memo last year, Meta said the political tumult in the United States would distract critics from the feature's release.

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 (Kate Clark/Wall Street Journal)

Kate Clark / Wall Street Journal:
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  —  Companies from Stripe to OpenAI, Anthropic, Databricks and SpaceX are increasingly giving employees the ability to sell some of their shares

Samsung says it sent the first commercial HBM4 shipments to customers, as it seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron (Yoolim Lee/Bloomberg)

Yoolim Lee / Bloomberg:
Samsung says it sent the first commercial HBM4 shipments to customers, as it seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron  —  Samsung Electronics Co. claimed an early lead in the race to supply memory chips for Nvidia Corp. AI accelerators …

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 (Jonathan Weil/Wall Street Journal)

Jonathan Weil / Wall Street Journal:
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  —  Meta Platforms' latest annual report contained an unusual, cautionary note for investors.  —  The tech giant's auditor …

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 (Sherry Qin/Wall Street Journal)

Sherry Qin / Wall Street Journal:
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  —  Higher operating expenses and investment losses also weighed on the game maker's bottom line  —  Chinese videogame giant NetEase …