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Google Chrome silently installs a ~4GB Gemini Nano model on desktop devices; Google says it has been offered since 2024 and users can remove it via settings (Ben Schoon/9to5Google)
Arm reports Q4 revenue up 20% YoY to $1.5B, says AGI CPU demand will drive $2B in sales in 2027 and 2028, over 2x its prior guidance; ARM jumps 11%+ after hours (Michael Acton/Financial Times)
DoorDash reports Q1 revenue up 33% YoY to $4.04B, vs. $4.14B est., and forecasts Q2 marketplace gross order value above estimates; DASH jumps 11%+ after hours (Koyena Das/Reuters)
Snap reports Q1 revenue up 12% YoY to $1.53B, in line with est., and says it ended its $400M Perplexity deal announced in November; SNAP drops 4%+ after hours (Jonathan Vanian/CNBC)
Filing: Meta asks a judge to overturn the jury's verdict in the Los Angeles social media addiction trial or order a new trial, citing Section 230 protections (Diana Novak Jones/Reuters)
Musk v. Altman: Shivon Zilis testifies her relationship with Musk didn't influence her duties as an OpenAI board member; she left in 2023 after Musk started xAI (Carly Nairn/Courthouse News Service)
Scale AI wins a $500M DOD contract through the Chief Digital and AI Office to help sift data and assist in decision-making, after receiving a $100M deal in 2025 (Jen Judson/Bloomberg)
Instacart reports Q1 revenue up 14% YoY to $1.02B, above $1.01B est., GTV up 13% YoY to $10.29B, and orders up 10% YoY to 91.2M, as users focus on affordability (Nicholas G. Miller/Wall Street Journal)
OpenAI partners with Microsoft, AMD, Broadcom, Nvidia, and Intel researchers to detail the Multipath Reliable Connection (MRC) protocol to help scale compute (Nat Rubio-Licht/The Deep View)
Corning and Nvidia partner to open three advanced manufacturing plants in North Carolina and Texas dedicated to optical tech for Nvidia, creating 3,000+ jobs (Katie Tarasov/CNBC)
Sources: in a reshuffle, LinkedIn CEO Ryan Roslansky will lead Microsoft's new Work Experiences Group, including Teams, after 35-year veteran Rajesh Jha retired (Tom Warren/The Verge)
A profile of David Sacks, the White House's AI and crypto adviser since December 2024, who is ruthlessly devoted to self-interest and helped pass the GENIUS Act (George Packer/The Atlantic)
Magnitt: startup funding in the Middle East and North Africa was flat YoY at $799M in Q1 amid the Iran war; Saudi VC firms are pressing ahead with fundraising (Yassmin Jabri/Bloomberg)
reMarkable Paper Pure review: the new $399 e-paper slate has a great display, responsiveness, and design, but no backlight or typing, and some software issues (Daniel Cooper/Engadget)
Nvidia invests $500M in Corning, which will grow its US optical connectivity capacity by 10x and expand its US fiber production capacity by 50%+; GLW jumps 15%+ (Nicholas G. Miller/Wall Street Journal)
Apple's R&D spending hit 10.3% of revenue in Q2, up from 7.6% in Q1 and 9% in Q2 2025, amid the AI boom; Q2 revenue rose 17% YoY, while R&D jumped 34% YoY (CNBC)
Morgan Stanley rolls out a crypto trading pilot on E*Trade, charging less than Coinbase, Robinhood, and Charles Schwab, ahead of a wider launch later in 2026 (Hannah Levitt/Bloomberg)
Google updates AI Mode and AI Overviews to add "a preview of perspectives" from firsthand sources like social media and Reddit, presented as "Expert Advice" (Jess Weatherbed/The Verge)
The UK FCA says it is investigating PayPal, Mastercard, and Visa for alleged anti-competitive behavior; Visa says it is "regarding the PayPal digital wallet" (Laith Al-Khalaf/Financial Times)
SCOTUS rejects Apple's request to temporarily block a judicial order in the Epic Games lawsuit that found Apple in violation of court-mandated App Store changes (Mike Scarcella/Reuters)

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