Reading List

The most recent articles from a list of feeds I subscribe to.

US v. Google: the DOJ and a group of states will appeal the September 2025 ruling in the Search antitrust case in which Google dodged a forced sale of Chrome (Bloomberg)

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Super Micro reports Q2 net sales up 123% YoY to $12.7B, vs. $10.43B est., and expects Q3 net sales above estimates; SMCI jumps ~7% after hours (Luke Kawa/Sherwood News)

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EA reports Q3 net bookings up 38% YoY to $3.05B, vs. $2.86B est., driven by strong sales of Battlefield 6, and net income of $88M, down from $293M a year ago (Zaheer Kachwala/Reuters)

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Take-Two reports Q3 net bookings up 28% YoY to $1.76B, vs. $1.58B, net revenue up 25% to $1.7B, and raises its annual bookings forecast; TTWO up 5%+ after hours (Max Knoblauch/Sherwood News)

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Match reports Q4 revenue up 2% YoY to $878M, vs. $871M est., net income up 32% YoY to $210M, paying users down 5% to 13.8M; MTCH jumps 7%+ after hours (Samantha Kelly/Bloomberg)

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AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% to $5.4B, forecasts Q1 revenue below the highest projections; AMD drops 8%+ after hours (Ian King/Bloomberg)

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Sources: Texas Instruments is in advanced talks to buy chip designer Silicon Laboratories for ~$7B, a premium to Silicon Labs' market cap of $4.4B as of Tuesday (Financial Times)

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Microsoft launches the Publisher Content Marketplace in partnership with Condé Nast, Hearst, AP, and others, to let publishers license content to AI companies (Anu Adegbola/Search Engine Land)

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Bitcoin dived below the $73,000 mark on Tuesday, hitting its lowest price since November 2024 as heavy selling resumes amid mounting geopolitical concerns (Liz Napolitano/CNBC)

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Skyryse, which plans to integrate its flight automation OS, SkyOS, in Black Hawk helicopters and other aircraft, raised a $300M+ Series C at a $1.15B valuation (Kirsten Korosec/TechCrunch)

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At the Cisco AI Summit, Intel CEO Lip-Bu Tan says the company plans to build GPUs and has already hired a chief GPU architect (Jeffrey Dastin/Reuters)

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Ares Interactive, which makes cross-platform, free-to-play games with plans for a new baseball game in 2026, raised a $70M Series A led by General Catalyst (Craig Chapple/PocketGamer.biz)

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Apple brings agentic coding to Xcode 26.3, allowing developers to use Anthropic's Claude Agent and OpenAI's Codex, and integrates support for MCP (Sarah Perez/TechCrunch)

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Tomorrow.io raised $175M at a $1B+ valuation to deploy an AI-driven LEO satellite network for weather forecasting, bringing its total funding to ~$500M (Meir Orbach/CTech)

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Sources: Alphabet plans a new complex in Bengaluru, India, which can accommodate up to 20K extra staff, amid US visa restrictions and proposed H-1B fee hikes (Bloomberg)

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Apptopia: ChatGPT's US market share fell from 69.1% to 45.3% between Jan. 2025 and Jan. 2026; Gemini rose from 14.7% to 25.1%, Grok rose from 1.6% to 15.2% (Alex Kantrowitz/Big Technology)

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Lotus Health, which uses AI to offer free, 24/7 primary care in 50 languages, raised a $35M Series A led by CRV and Kleiner Perkins, taking its funding to $41M (Marina Temkin/TechCrunch)

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AI agent social network Moltbook grew from 30K+ users on January 30 to 1.5M+ on February 2; researchers say some of the viral posts were likely human-scripted (Hayden Field/The Verge)

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Walmart hits a $1T market cap in intraday trading after a stock surge fueled in part by enthusiasm for its e-commerce growth and automation and AI investments (Sarah Nassauer/Wall Street Journal)

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LexisNexis-owner Relx, Thomson Reuters, and other media and financial stocks fell 10%+ after Anthropic launched Claude Cowork tools that automate legal work (Financial Times)

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