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A civil subpoena shows the US DOJ is investigating Netflix for potential anticompetitive tactics as DOJ probes the company's proposed acquisition of WBD (Wall Street Journal)
Croatian-founded Daytona, which aims to build infrastructure for large-scale agent workloads, raised a $24M Series A led by FirstMark (Tamara Djurickovic/Tech.eu)
Galaxy Digital stock jumps 17%+ after the company approved a share buyback program of up to $200M over the next 12 months (CoinDesk)
Sources: London-based 9fin, a data provider for debt markets, is in talks to raise as much as $150M at a pre-money valuation of $1B, about 20x its ARR of ~$50M (Bloomberg)
Nvidia stock closes up 7.92% after Jensen Huang said the tech industry's surging capex for AI infrastructure is justified, appropriate, and sustainable (Kif Leswing/CNBC)
Sources: AI chip startup SambaNova is raising a $350M+ Series E led by Vista Equity Partners; Intel plans to invest $100M to $150M (Reuters)
Spotify rolls out About the Song, swipeable stories in English, summarized from third-party sources to highlight song details, in beta for Premium users (Aisha Malik/TechCrunch)
Meituan agrees to buy Dingdong, a Chinese fresh grocery e-commerce company, for $717M in cash; Dingdong had 7M+ monthly transacting users as of September 2025 (Cao Li/South China Morning Post)
Sources: Intel and AMD have notified Chinese customers of supply shortages for server CPUs, with Intel warning of delivery lead times of up to six months (Reuters)
Women in rural India report experiencing trauma from data annotation work, which requires them to review violent content and porn for global tech companies (Anuj Behal/The Guardian)
AT&T launches amiGO Jr., a mid-tier Samsung-made smartphone for kids with parental controls on contacts, app access, screen time, and more, for $2.99 per month (Annie Bang/Bloomberg)
Goldman Sachs says it has been working with Anthropic on AI agents to automate a growing number of roles at the bank, including client vetting and onboarding (Hugh Son/CNBC)
The EU says that TikTok's "addictive design" is illegal under the DSA, citing the app's infinite scroll and recommendation algorithm, in preliminary findings (Adam Satariano/New York Times)
How an appeal changed the way the USPTO assesses AI patents under the US Patent Act, signaling a shift towards more favorable treatment of AI and ML inventions (Matthew Carey/Bloomberg Law)
Roblox reports Q4 bookings up 63% YoY to $2.2B vs. $2.05B est., DAUs up 69% to 144M, and forecasts FY 2026 bookings above estimates; RBLX jumps 8%+ after hours (Zaheer Kachwala/Reuters)
Sources: Apple wound down plans for an AI-based virtual health coach in recent weeks; Eddy Cue has told colleagues that Apple needs to move faster in health (Mark Gurman/Bloomberg)
Strategy reports Q4 net loss grew to $12.4B from $671M a year earlier, as BTC trades below its ~$76K average purchase price; MSTR is down 68% in the past year (Vicky Ge Huang/Wall Street Journal)
Interviews with Anthropic executives and other tech industry leaders and engineers about Claude Code's success, which some say has been a long time coming (Hayden Field/The Verge)
Affirm reports Q2 revenue up 30% YoY to $1.12B, vs. $1.06B est., GMV up 36% to $13.8B, and forecasts Q3 revenue slightly above est.; AFRM drops 6%+ after hours (Reinhardt Krause/Investor's Business ...)
A federal jury in Phoenix ordered Uber to pay $8.5M to a passenger who said a driver sexually assaulted her in 2023, the first case where Uber was found liable (Emily Steel/New York Times)

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