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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)

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)

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)

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)

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)

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 ...)

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)

Tim Cook says iPhone sales, which slightly missed Q2 estimates, were held back by chip supply constraints, as "demand was off the charts" (Reuters)

Apple reports Q2 revenue from Services, which includes the App Store, Apple TV, Apple Music, and more, grew 16.3% YoY to $30.98B, beating estimates of $30.4B (Todd Spangler/Variety)

Apple Q2: iPhone up 22% YoY to $56.99B, vs. $57.21B est., Mac up 6% to $8.4B, iPad up 8% to $6.91B, and Wearables, Home, and Accessories up 5% to $7.9B (Jennifer Elias/CNBC)

Apple reports Q2 revenue up 17% YoY to $111.18B, vs. $109.66B est., net income up 19% to $29.6B, and EPS up 22% to $2.01, above $1.95 est. (Apple)

Roblox reports Q1 bookings up 43% YoY to $1.7B, vs. $1.73B est., and DAUs up 35% to 132M, below analysts' estimates of 143.8M; RBLX drops 16%+ after hours (Cecilia D'Anastasio/Bloomberg)

Roku reports Q1 revenue up 22% YoY to $1.25B, ad revenue up 27% to $613M, subscription revenue up 30%, raises 2026 profit guidance; ROKU jumps 8%+ after hours (Todd Spangler/Variety)

Reddit reports Q1 revenue up 69% YoY to $663M, vs. $611M est., DAUq up 17% to 126.8M, vs. 125.9M est., and forecasts Q2 revenue above estimates (Jonathan Vanian/CNBC)

North Korea-linked hackers stole ~$577M across the Drift Protocol and KelpDAO hacks in April, accounting for 76% of total crypto hack losses so far in 2026 (TRM Insights)

Filing: Meta says it might be forced to withdraw its apps from New Mexico if a judge orders it to adopt the state's proposed safety features (Thomas Barrabi/New York Post)

Google is rolling out Gemini to cars that have Google built-in, replacing Google Assistant, starting with English in the US (Jess Weatherbed/The Verge)

Musk v. Altman: the judge told Musk's lawyer she did not want talk of AI's existential threat seeping into the trial, focusing instead on OpenAI's founding (New York Times)

Musk v. Altman: when asked whether xAI has ever distilled tech from OpenAI, Elon Musk says the claim is "partly" true (Wired)

Sources: Meta drew about $96B of orders from investors for a $25B bond sale it launched on Thursday; Meta sold $30B of corporate bonds in October 2025 (Bloomberg)

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)

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)

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)

Musk v. Altman: when asked whether xAI has ever distilled tech from OpenAI, Elon Musk says the claim is "partly" true (New York Times)

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)

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)

Serverless inference platform Featherless.ai raised a $20M Series A co-led by AMD Ventures and Airbus Ventures; the startup supports over 30,000 open models (Cate Lawrence/Tech.eu)

X says it has begun a "phased rollout" of its rebuilt ad platform, which it says will have more modern "retrieval and ranking systems" powered by AI (Sarah Perez/TechCrunch)

Bitcoin miner MARA Holdings agrees to acquire Ohio gas plant operator Long Ridge Energy & Power for $1.5B including debt, to power its AI data center expansion (Francisco Rodrigues/CoinDesk)

Meta introduces Meta Ads AI connectors in open beta, letting advertisers use their preferred third-party AI tools to create, manage, and analyze campaigns (Krystal Scanlon/Digiday)

JuliaHub, which aims to use agentic coding tools to design complex products such as cars and airplanes, raised a $65M Series B led by Dorilton Capital (Ina Fried/Axios)

Cloudflare says AI agents can now create Cloudflare accounts, start paid subscriptions, register domains, and deploy apps on behalf of users (Cloudflare)

Sources: the NSA has been testing Anthropic's Mythos model to find vulnerabilities in Microsoft products and widely used software from other companies (Jake Bleiberg/Bloomberg)

Humanoid robotics startup 1X opens a new 58,000-square-foot factory in Hayward, California, where it aims to build 100,000 robots by the end of 2027 (Samantha Kelly/Bloomberg)

Sources: US officials are preparing a wide-ranging AI policy memo that outlines rules for national security agencies' AI use, including avoiding single vendors (Bloomberg)

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Samsung, SK Hynix, and Micron earnings show increased DRAM prices, not shipments, indicating a focus on revenue over helping clients get the products they need (Tim Culpan/Culpium)

Spotify rolls out a Verified by Spotify badge to identify human artists; criteria include artist presence on and off platform and consistent listener activity (Aisha Malik/TechCrunch)

Netflix starts rolling out its new Clips vertical video feed as a separate tab in the UK, the US, Canada, Australia, India, and four other countries (Jay Peters/The Verge)

Sources: the EU is drafting a revised Chips Act II, set for late May, that would grant it power to invest directly in large, cross-border manufacturing projects (Bloomberg)

Casa, which uses lidar scanners and AI to catalog homes and manage proactive maintenance alongside human workers, raised $27M, including a $20M Series A (Michael J. de la Merced/New York Times)

Sources: London-based DAZN agrees to acquire ViewLift, which builds tech for streaming services for 15 professional US sports teams and others, for ~$100M (Isabella Simonetti/Wall Street Journal)

Polymarket partners with Chainalysis to deploy detection models to "surface patterns consistent with insider knowledge in prediction markets" and other tools (Bloomberg)

Iran's internet blackout, which costs an estimated $80M per day in economic damage, is dividing its military and civilian government, which opposes the measure (Patrick Sykes/Bloomberg)

Instagram is expanding its recommendation restrictions beyond Reels to photos and carousels, targeting accounts that post unoriginal content like tweet roundups (Mia Sato/The Verge)

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Study: long-shot Polymarket bets on military action, defined as wagers of $2,500+ at odds of <35%, have an average ~52% win rate, above 25% for political bets (Financial Times)

Netomi, which builds AI for enterprise customer service, raised $110M led by Accenture Ventures and signs a deal to bring its platform to Accenture clients (Michael Nuñez/VentureBeat)

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Sergey Brin-backed Building a Better California says two ballot countermeasures to the proposed wealth tax are on track to qualify for the November ballot (Laura J. Nelson/Wall Street Journal)

Sources: strong AI demand in China nearly doubles prices for Nvidia's B300 servers to ~$1M each, as a crackdown on chip smuggling dries up black market supply (Reuters)

Samsung says the memory shortage will worsen in 2027 as customers are already placing orders for that year, leading to a projected supply gap larger than 2026 (Kim Jaewon/Nikkei Asia)

OpenAI says its models, starting with GPT-5.1, "increasingly mentioned goblins, gremlins, and other creatures", leading to prompt instructions to mitigate it (OpenAI)

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