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SoftBank's stock is down ~48% since Nov. 3, as scrutiny into the scale of its OpenAI involvement grows; on Monday, SoftBank fell 9.8% on Stargate delay reports (Financial Times)
Apple Studio Display XDR review: great reference picture modes, much improved camera, and 120Hz support on newer Macs, but expensive at $3300 and only for Macs (John Higgins/The Verge)
MacBook Pro 16" (M5 Max) review: "Super core" architecture and 40-core GPU deliver beastly performance, but still retains a five-year-old design (Brian Westover/PCMag)
More than 30 staffers from OpenAI and Google, including DeepMind chief scientist Jeff Dean, file an amicus brief in support of Anthropic in its fight with DOD (Maxwell Zeff/Wired)
Filing: Anthropic says it had $5B+ in all-time revenue since 2023 and could lose billions after clients paused deal talks due to supply-chain risk designation (Paresh Dave/Wired)
HPE reports Q1 revenue up 18% YoY to $9.3B, vs. $9.37B est., Cloud and AI revenue down 2.7% YoY to $6.3B but reports an AI server backlog of $5B (Dina Bass/Bloomberg)
Canada will allow TikTok to continue operating in the country under new security commitments, reversing a 2024 order to wind down TikTok's Canadian subsidiary (Thomas Seal/Bloomberg)
Sources: Nvidia is pitching NemoClaw, an upcoming open-source AI agent platform for enterprises, and plans to offer security and privacy tools for it (Wired)
Sources: PE firm EQT is exploring a sale of Linux distribution vendor SUSE in a deal that could value it at up to $6B; SUSE was valued at ~$2.96B in 2023 (Reuters)
Sources: the White House is preparing an executive order formally instructing federal agencies to stop using Anthropic's AI tools (Maria Curi/Axios)
xAI aims to build a natural gas power plant in Southaven, MS, to run its data centers; a key meeting with regulators is set on an election day ~200 miles away (Lora Kolodny/CNBC)
Dify, which offers an open-source platform to build and run AI applications and agentic workflows, raised a $30M pre-Series A led by HSG at a $180M valuation (FinSMEs)
Source: Spark Capital, the first VC firm to back Anthropic in 2023, is raising about $3B in new funds, 50% more than the size of funds it raised two years ago (The Information)
Flipkart moves its headquarters back to India, more than a decade after it moved to Singapore, as it prepares for a potential IPO in India in the coming months (Jagmeet Singh/TechCrunch)
Sources: Apple made ~55M iPhones in India in 2025, up 53% YoY from 36M in 2024, ~25% of total iPhone production as it shifts away from China to avoid tariffs (Sankalp Phartiyal/Bloomberg)
Anthropic sues to block the DOD from designating it a supply chain risk, says the designation is unlawful and violates its free speech and due process rights (Jack Queen/Reuters)
The DOJ reaches a settlement in its antitrust lawsuit against Ticketmaster and Live Nation in a case that alleged an illegal monopoly over live events in the US (Alanna Durkin Richer/Associated Press)
Australia's online age restrictions take effect, requiring platforms to verify users are 18+ before they can access content including porn and R-rated games (Ahmed Yussuf/ABC)
Qualcomm unveils the Arduino Ventuno Q, a single-board computer for AI and robotics applications, powered by Dragonwing IQ8 processor and 16GB of RAM (Steve Dent/Engadget)
Source: UK cyber security company Darktrace names Ed Jennings, who previously led work management platform Quickbase, as CEO, its third chief in 18 months (Kieran Smith/Financial Times)

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