Reading List

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

Texas Instruments plans to buy US chip company Silicon Labs in a $7.5B deal, paying $231/share in cash, closing in H1 2027; Silicon Labs has a $4.5B market cap (Nick Turner/Bloomberg)

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Uber reports Q4 revenue up 20% YoY to $14.37B, Gross Bookings up 22% YoY to $54.1B, trips up 22% YoY to 3.8B, and a $296M net income, below est.; UBER falls 5%+ (Connor Hart/Wall Street Journal)

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Tencent Cloud, DigitalOcean, and Alibaba Cloud add OpenClaw support, giving users access to the AI agent service; many OpenClaw users run it on a Mac mini (Simon Sharwood/The Register)

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Sources: Reno-based chip startup Positron raised a $230M Series B from the QIA and others to build high-speed memory chips, taking its total raised to $300M+ (Rebecca Bellan/TechCrunch)

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Prosus agrees to a multiyear AWS cloud and AI deal that runs into "hundreds of millions of dollars", as it seeks to expand in Europe, India, and Latin America (Loni Prinsloo/Bloomberg)

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Q&A with Stardew Valley developer Eric Barone, aka ConcernedApe, on the game turning 10, evolving as a developer, working solo, cozy game growth, and more (Rebekah Valentine/IGN)

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German chipmaker Infineon reports Q1 revenue up 7% YoY €3.66B, above €3.62B est., expects to raise investments to €2.7B in 2026, and forecasts growing AI demand (Christina Kyriasoglou/Bloomberg)

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Tether CEO Paolo Ardoino says initial plans to raise $15B to $20B were a "misconception"; sources say Tether's advisers have floated raising as little as $5B (Jill R Shah/Financial Times)

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Pinterest fires two employees who it says "wrote custom scripts" that accessed confidential info to track which workers lost their jobs during recent layoffs (BBC)

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A US judge sentences Rui-Siang Lin, who pled guilty to operating the $105M+ dark web narcotics marketplace Incognito Market, to 30 years in US federal prison (Sam Reynolds/CoinDesk)

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Galaxy Digital reports a Q4 net loss of $482M, above $282M est., driven primarily by the crypto market crash, and says its trading volumes declined ~40% QoQ (David Pan/Bloomberg)

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A profile of Obsidian, a game studio Microsoft acquired in 2018, as it seeks to expedite game development and reduce costs after releasing three titles in 2025 (Jason Schreier/Bloomberg)

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An interview with Kai-Fu Lee on his startup 01.ai, which builds agentic AI tools for companies, why he thinks China will beat the US in consumer AI, and more (Eleanor Olcott/Financial Times)

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Sources: banks are marketing at least $56B in investment-grade data center construction loans tied to Oracle's leases, as they seek out new buyers for the loans (Michelle Chan/Financial Times)

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AMD reports $390M in revenue from MI308 AI chip sales in China in Q4; CEO Lisa Su says orders were "from very early in 2025" but shipped in Q4 after US approval (Nikkei Asia)

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Global fintech VC funding rose 27% YoY in 2025 to $51.8B; Y Combinator was the most active investor in the space, participating in 151 deals, up 24.8% YoY (Mary Ann Azevedo/Crunchbase News)

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Sources: Tokyo-based chipmaker Renesas agrees to sell its clocks and timing device business to Nasdaq-listed chip design company SiTime for ~$3B (Nikkei Asia)

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Sources: the US Commerce Department finished reviewing Nvidia's H200 China license, but the State Department seeks tighter restrictions, delaying its approval (Financial Times)

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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% (Sebastian Herrera/Wall Street Journal)

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Adobe reverses its plans to discontinue Animate after creators expressed frustration, saying it won't get new features but will remain available "indefinitely" (Jay Peters/The Verge)

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