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Atlassian reports Q3 revenue up 32% YoY to $1.79B, vs. $1.69B est., and raises its annual revenue forecast; TEAM jumps 17%+ after hours (Anhata Rooprai/Reuters)
Twilio reports Q1 revenue up 20% YoY to $1.41B, vs. $1.34B est., and forecasts Q2 revenue above estimates; TWLO jumps 17%+ after hours (Reinhardt Krause/Investor's Business ...)
Sources: Meta HR chief Janelle Gale told employees she can't rule out further layoffs; Zuckerberg said AI automation is not the driving factor behind them (Business Insider)
Alphabet's stock climbed 10% on Thursday and 34% in April, its best month since 2004; Meta's stock plunged 8.5% on Thursday, its steepest drop since October (Annie Palmer/CNBC)
The US Senate unanimously passed a rule barring senators from trading on prediction markets like Kalshi and Polymarket, amid rising concern over insider trading (Dan Mangan/CNBC)
Sandisk reports Q3 revenue up 251% YoY to $5.95B, vs. $4.72B est., consumer revenue below est., and forecasts Q4 revenue above est.; SNDK drops 5%+ after hours (Britney Nguyen/MarketWatch)
Western Digital reports Q3 revenue up 45% YoY to $3.34B, vs. $3.25B est., and forecasts Q4 revenue above estimates; WDC drops 7%+ after hours (Anhata Rooprai/Reuters)
Intel shares jumped 114% in April, hitting a record on April 24 and lifting its market cap past $470B, closing out the chipmaker's best month on record (Katie Tarasov/CNBC)
Apple forecasts Q3 revenue above estimates and reports Q2 results above projections in China but below expectations in the Americas and Europe regions (Mark Gurman/Bloomberg)
Sens. Kirsten Gillibrand and Dave McCormick introduce a bill banning members of the legislative and executive branches from trading on prediction markets (Jason Beeferman/Politico)
The persistent notion that AI disruption could create a permanent underclass signals how much collateral damage AI companies might tolerate in pursuit of AGI (Jasmine Sun/New York Times)
Musk v. Altman: OpenAI lawyers claim Shivon Zilis, a longtime Musk employee and mother to four of his children, acted as a covert liaison between him and OpenAI (Wired)
Sources: Huawei expects AI chip revenue to hit ~$12B in 2026, up 60% from $7.5B in 2025, as orders for its Ascend 950PR chip surge and Nvidia stalls in China (Zijing Wu/Financial Times)
Researchers detail CopyFail, a now-patched Linux vulnerability that lets unprivileged users gain admin access, as many distributions have yet to add fixes (Dan Goodin/Ars Technica)
Cybersecurity analysis: GPT-5.5 reaches a similar level of performance as Mythos Preview and is the second model to solve a multi-step cyberattack simulation (AI Security Institute)
The US Senate Judiciary Committee unanimously endorses a bipartisan child safety bill requiring AI companies like OpenAI and Meta to implement age verification (Emily Birnbaum/Bloomberg)
Live Updates: Elon Musk Faces Contentious Questions at OpenAI Trial (New York Times)
Anthropic's Claude Security, formerly Claude Code Security, is in public beta for Enterprise users; the Opus 4.7-powered tool can scan code for vulnerabilities (Marcus Schuler/Implicator.ai)
Standard Intelligence, which is developing computer use AI models, raised $75M led by Sequoia and Spark at a $500M post-money valuation (Rocket Drew/The Information)
Sources: KKR has secured $10B+ to launch Helix Digital Infrastructure, a company led by ex-AWS CEO Adam Selipsky that will develop and operate AI infrastructure (Bloomberg)

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