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Nvidia invests $2B in chipmaker Marvell and says the two companies plan to work on silicon photonics tech, enabling high-speed data transmission; MRVL jumps 9%+ (Dana Wollman/Bloomberg)
Sources: Tether cuts two senior precious metals traders who joined from HSBC just months ago in its push to build "the best trading floor for gold in the world" (Bloomberg)
TCL agrees to buy a 51% stake in Sony's global home entertainment business for ~$472M, as the Chinese company seeks to expand overseas; Sony retains a 49% stake (Bloomberg)
Nvidia launches DLSS 4.5, including a 6x Multi Frame Generation feature exclusive to RTX 50-series GPUs that utilizes a second-gen transformer AI model (Jess Weatherbed/The Verge)
Samsung rolls out blood pressure monitoring for Galaxy Watch 4 and newer models in the US, requiring a traditional upper-arm blood pressure cuff and a new app (Vanessa Hand Orellana/CNET)
Instagram reaches an agreement with the MPA to cease using the PG-13 trademark in its Teen Accounts marketing, after a C&D letter, and will add a disclaimer (New York Times)
AirPods Max 2 review: comfortable, excellent sound quality, and lots of new features, but retains the same design, pricey, and only one hearing health feature (Billy Steele/Engadget)
Levels.fyi: median base-salary offers for US software engineers at VC-backed startups have risen 25% to $200K since 2022; total compensation has risen just 18% (Katherine Bindley/Wall Street Journal)
Alibaba releases its Qwen3.5-Omni omnimodal LLM with support for 10+ hours of audio input, saying the Plus variant surpasses Gemini 3.1 Pro on audio benchmarks (Qwen)
Leaked January presentation: Coatue estimated that Anthropic would lose $14B in EBITDA on $18B in revenue in 2026 and reach a $1.995T valuation in 2030 (Eric Newcomer/Newcomer)
OpenAI introduces a Codex plugin for Claude Code, letting users invoke Codex from inside Claude Code to review code or delegate tasks (Vaibhav Srivastav/@reach_vb)
Micron shares closed down 10% on Monday and are now down 30% since Micron's earnings report on March 18; Sandisk fell 7% and Western Digital dropped 9% (Lola Murti/CNBC)
Inside David Sacks' new role shaping Trump's AI agenda; officials say Sriram Krishnan is taking on a position at the National Economic Council to focus on AI (Axios)
Social gaming startup Rec Room is shutting down its service on June 1, saying it could not find a path to profitability; it was valued at $3.5B in December 2021 (Todd Bishop/GeekWire)
California Gov. Gavin Newsom signs a first-of-its-kind executive order requiring safety and privacy guardrails from AI companies that contract with the state (Cecilia Kang/New York Times)
AI coding agents will drastically alter both the practice and the economics of exploit development, automating the discovery of zero-day vulnerabilities (Thomas H. Ptacek/sockpuppet.org)
ScaleOps, which makes automated cloud spend tools, raised a $130M Series C led by Insight Partners at an $800M+ valuation, bringing its total funding to $210M+ (Meir Orbach/CTech)
Examining the Smartphone Theory of Everything, which blames phones for anxiety, populism, and polarization, despite harms being concentrated in the Anglosphere (Derek Thompson)
After Copilot injected an ad into a pull request on GitHub, referencing Raycast, GitHub says it "disabled product tips entirely thanks to the feedback" (Sean Endicott/Windows Central)
Sycamore, founded by former Atlassian CTO Sri Viswanath to let enterprises build, deploy, and monitor AI agents, raised a $65M seed led by Coatue and Lightspeed (Lucinda Shen/Axios)

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