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Sources: Blue Origin outlines a new employee stock plan to quell staff unrest and make its incentives more competitive with SpaceX (Rafe Rosner-Uddin/Financial Times)
Study: US schools with strict cellphone bans in class have not seen higher test scores on average so far, but students reported a greater sense of well-being (Dana Goldstein/New York Times)
Security camera companies are embracing AI to give customers detailed descriptions of surveillance footage that are often spot on but can also be wildly wrong (Scott Calvert/Wall Street Journal)
Infineon expects data center revenue to grow from €1.5B in FY2026 to €2.5B in FY2027, as it and EU peers STMicro and NXP benefit from AI infrastructure demand (Christina Kyriasoglou/Bloomberg)
The delayed IPO of Visma, an accounting software company valued at €19B, amid SaaSpocalypse fears, is a major setback for PE parent Hg, a software buyout giant (Financial Times)
Study: using weaker AI models to supervise a more capable model could prevent the stronger model from deliberately underperforming on benchmarks and evaluations (Emil Ryd/@emilaryd)
Sources: DeepSeek is in talks to raise funds, and the Big Fund, China's biggest state-backed chip fund, is seeking to lead the investment at a ~$45B valuation (Financial Times)
A medical student reverse-engineered AI tools used by medical colleges on suspicion they were filtering his applications, highlighting AI-driven hiring concerns (Todd Feathers/Wired)
A US court sentences a Latvian national to 8.5 years for acting as a negotiator for Russia's Karakurt ransomware group (Sergiu Gatlan/BleepingComputer)
Micron closes up 11% after announcing its highest-capacity SSD has started to ship, lifting its market cap past $700B for the first time; Sandisk closes up 12% (Lola Murti/CNBC)
GlobalFoundries reports Q1 revenue up 3% YoY to $1.63B, in line with est., and forecasts Q2 revenue and adjusted earnings above estimates; GFS closes up 9.28% (Patrick Seitz/Investor's Business Daily)
EA reports Q4 net bookings up 3.6% YoY to $1.86B, vs. $2B est., weighed down by a post-launch drop-off in engagement for Battlefield 6 (Anhata Rooprai/Reuters)
Kaspersky says Daemon Tools, a widely used app for mounting disk images, has been backdoored in a monthlong compromise that has pushed malicious updates (Dan Goodin/Ars Technica)
Sources: Alphabet sold its biggest-ever euro-denominated bonds, raising €9B, and its first Canadian dollar notes, raising CA$8.5B, months after raising $20B (Bloomberg)
Sources: Meta is building an OpenClaw-inspired agent internally called Hatch, to be powered by its Muse Spark model, and an agentic shopping tool in Instagram (Jyoti Mann/The Information)
Astrocade, which lets users create video games using natural language prompts, raised $56M, including a Series A and a Series B, and says it has ~5M MAUs (Allie Garfinkle/Fortune)
Doc and sources: Google is testing an agent in the Gemini app, internally named Remy, that can integrate with Google services to take actions on a user's behalf (Hugh Langley/Business Insider)
Sources: the WH is mulling EOs to address security risks from advanced AI, including barring companies from "interfering" with the government's use of models (Politico)
Samsung reaches a $1T valuation, making it only the second Asian company after TSMC to hit the mark, after its stock rose 4x+ over the past year on the AI boom (Sangmi Cha/Bloomberg)
US labor experts and economists warn US unemployment benefits are unlikely to protect against AI job losses, and the GOP-led Congress is doing little to prepare (New York Times)

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