Kim Mackrael / Wall Street Journal: ASML says it plans to make at least 60 of its standard EUV machines this year, 36% more than it sold in 2025, as it races to meet demand for making AI chips — ASML is the only supplier of the machines needed to make cutting edge AI chips at scale — VELDHOVEN, the Netherlands …
Wall Street Journal: Trump hosted a gala luncheon for leading $TRUMP holders, where he spoke about his pro-crypto policies, but avoided the memecoin's declining value — The president's address touched on everything from the war in Iran to his policies supporting the crypto industry
Amrith Ramkumar / Wall Street Journal: Lawmakers and lobbyists say the Trump administration has lobbied against legislation that would regulate AI in at least six Republican-led states — ‘I am disappointed that states are being told to wait to address this critical issue,’ one GOP state senator said
Rolfe Winkler / Wall Street Journal: A profile of John Ternus, a mechanical engineer by background, who joined Apple in 2001 and whose biggest success was helping Mac's transition to Apple Silicon — John Ternus must help Apple catch up in the AI race as it looks for its next big hit — The Mac Mini was sorely in need of an update …
Wall Street Journal: A look at transnational scam syndicates in Cambodia, running hundreds of online scam operations and call centers and infiltrating Cambodia's ruling class — Crime syndicates in Cambodia corrupt officials, enslave workers and fleece victims worldwide — PHNOM PENH, Cambodia …
Belle Lin / Wall Street Journal: Adobe introduces CX Enterprise, an AI agent-based platform that aims to help corporate customers automate digital marketing and other functions — The software maker's new AI agents are aimed at getting ahead of the risk of artificial intelligence to its business
Sebastian Herrera / Wall Street Journal: Salesforce CEO Marc Benioff dismisses the idea of vibe coded CRM replacing SaaS companies, saying data security and compliance make Salesforce indispensable — ‘People think we have our back against the wall,’ but customers aren't replacing its offerings with AI, CEO says — Marc Benioff has some problems.
Nicole Nguyen / Wall Street Journal: Some Mac Mini and Mac Studio models are unavailable or facing up to 12-week wait times in the US, with analysts citing strong demand from AI agent power users — The scarcity of Apple's littlest Mac comes at a time of high interest from AI power users and a potential product refresh
Wall Street Journal: TSMC CEO C.C. Wei says TSMC checked with customers about AI demand and was reassured that it was still strong amid the Iran war, as it raises revenue forecasts — Taiwan company expects revenue to grow by more than 30% and doesn't see material disruptions to supply chain
Kate Clark / Wall Street Journal: Anthropic appoints Novartis CEO Vas Narasimhan to its board, its second board addition in recent months as it eyes an IPO and pushes further into healthcare — The startup behind the popular Claude chatbot and coding tool is eyeing a potential IPO as soon as this year
Connor Hart / Wall Street Journal: EV maker Lucid says Uber agreed to buy 35K+ additional Lucid vehicles for its robotaxi fleet and invest $200M more, taking its total Lucid investment to $500M — Uber will purchase at least 35,000 additional Lucid vehicles, designed exclusively for use as part of Uber's future global robo-taxi service
Sean McLain / Wall Street Journal: Amazon quietly expands Amazon Autos to offer cars from Kia, Mazda, Subaru, Chevrolet, and Jeep, after launching with Hyundai; the service is in 130+ US cities — The e-commerce giant's new-car buying program expands to Jeep, Chevrolet and other brands — Now you can buy a brand-new Corvette on Amazon.com .
Bradley S. Klein / Wall Street Journal: How AI is transforming golf: optimizing course operations, virtual assistants handling tee time bookings, and AI instructor apps improving player performance — From reserving a tee time to fending off turf disease, artificial intelligence is putting the game under an algorithmic microscope
Yang Jie / Wall Street Journal: UK activist investor Palliser has built a stake in Ajinomoto, urging it to raise prices for its ABF, a key material used to form advanced chipmaking substrates — Its shares surged in February and is up over 40% year to date — An activist investor has built a stake in a Japanese company …
Wall Street Journal: Sources: US National Cyber Director Sean Cairncross is leading an effort to identify security vulnerabilities in critical infrastructure that AI could exploit — Group led by National Cyber Director Sean Cairncross aims to identify security vulnerabilities before models from Anthropic, OpenAI are released
Katherine Hamilton / Wall Street Journal: GoPro says it will cut 23% of its workforce, or 145 employees, starting in Q2 and costing $11.5M to $15M, as the company struggles to return to profitability — The wearable camera maker will cut 145 employees as part of a restructuring plan — GoPro plans to cut 23% of its workforce …
Amrith Ramkumar / Wall Street Journal: OpenAI unveils policy proposals for a world with superintelligence: higher capital gains taxes, a public AI investment fund, strengthened safety nets, and more — ChatGPT maker put out policy proposals so consumers benefit from rapid advancements in artificial intelligence
Wall Street Journal: Documents: OpenAI and Anthropic have projected profitability to investors with and without training costs, and report inference costs exceeding half of revenue — Silicon Valley's hottest startups have the same challenge: funding giant computing costs — OpenAI and Anthropic …
Kate Clark / Wall Street Journal: VCs are covering expenses like rent for young college dropouts founding AI startups; Antler: average AI unicorn founder age fell from 40 in 2020 to 29 in 2024 — Venture capitalists are stepping in to cover expenses like rent while dropouts from Harvard to Stanford chase their startup dreams
Robert McMillan / Wall Street Journal: A profile of Benjamin Brundage, a 22-year-old college senior who helped uncover the Kimwolf botnet, which launched 26,000+ DDoS attacks targeting 8,000+ victims — A flurry of powerful attacks had internet experts baffled. Benjamin Brundage had a few tricks to help solve the mystery.
Raffaele Huang / Wall Street Journal: Sources: Chinese companies move to cement their role in humanoid robot supply chains as Tesla and others turn to China for components the US sees as strategic — Tesla and others turn to suppliers in China for components in an industry seen as strategic by Washington and Beijing
Sam Schechner / Wall Street Journal: Anthropic is racing to contain the fallout after accidentally leaking Claude Code source code, issuing copyright takedown requests to remove 8,000+ copies — Developer issues copyright takedown request in bid to prevent competitors from cloning coding tool's features
Kimberley Kao / Wall Street Journal: Microsoft says it is on track to invest $5.5B in cloud and AI infrastructure in Singapore through 2029, after announcing plans to invest $1B+ in Thailand — The investment will also go toward ongoing operations, it said — Microsoft is on track to invest $5.5 billion in cloud …
Peter Landers / Wall Street Journal: Huawei reports 2025 revenue up 2.2% YoY to ~$127.5B, net profit up 8.7% YoY to ~$9.8B, and R&D spend up 7% YoY to ~$27.8B, as it invests in chip networking tech — The company has been making a steady comeback after U.S. sanctions limited its ability to do business in many parts of the world
Alison Sider / Wall Street Journal: Amazon strikes a deal to provide internet access on Delta flights via its Leo satellite business, starting with 500 aircraft in 2028, without disclosing terms — Amazon's Leo service will start connecting a portion of Delta's fleet in 2028; Elon Musk's Starlink has become a dominant satellite connectivity provider to airlines
Katherine Blunt / Wall Street Journal: How Google DeepMind Chief Scientist Jeff Dean has been an outspoken voice on politics, a rare tech leader openly criticizing Trump actions and an ICE shooting — AI pioneer Jeff Dean is a rare tech leader publicly criticizing Trump administration actions — At a moment when much of the tech industry …
Isabelle Bousquette / Wall Street Journal: An AI-generated TikTok parody of reality series Love Island, called Fruit Love Island, averaged 10M+ views across its first 21 episodes after debuting last week — ‘Fruit Love Island’ averages over 10 million views for each of its episodes — A new viral dating show featuring sexy …
Wall Street Journal: A profile of Mark Lanier, a TX lawyer and part-time pastor who beat Meta and Google in the LA social media case and said Zuckerberg was “rattled” on the stand — Plaintiff's attorney Mark Lanier uses props and parables to challenge social-media giants, drugmakers and manufacturers …
Keach Hagey / Wall Street Journal: A look at the decadelong feud between Sam Altman and Dario Amodei; sources say Amodei likened Altman's legal fight with Musk to Hitler's fight with Stalin — Personal wounds and power struggles between the leaders of OpenAI and Anthropic are defining how the world encounters the technology
Wall Street Journal: Sources: Moonshot AI may scrap its Cayman structure for a China or Hong Kong entity to prepare for a Hong Kong IPO and plans to raise funding at ~$18B valuation — Markets will be watching to see if the company can replicate the success of recent listings by other Chinese AI companies
Wall Street Journal: Sources: SpaceX's IPO plans include investor visits to its sites, unusual lockup periods, and preferential treatment for investors in Musk's other companies — From the investor meetings to how shares are doled out, the billionaire is navigating his own path
Sebastian Mallaby / Wall Street Journal: Book excerpt: how Google acquired DeepMind for $650M in 2014, beating Facebook to the deal; Mustafa Suleyman used poker-style bluffing to secure a safety board — Before artificial intelligence minted billionaires and roiled the stock market, the London startup caught the attention of tech's biggest names.
Wall Street Journal: US official: Trump plans to name Mark Zuckerberg, Larry Ellison, and Jensen Huang to the Council of Advisors on Science and Tech, co-chaired by David Sacks — Group to advise the president on how to regulate artificial intelligence, among other issues — WASHINGTON—President Trump plans …
Tracy Qu / Wall Street Journal: Temu owner PDD reports Q4 revenue up 12% YoY to ~$18B and net profit down 11% YoY to ~$3.56B, below ~$4B est., as it seeks to retain merchants on its platform — The comphad cautioned that its performance could fluctuate as it rolled out support to keep merchants from defecting to other platforms
Vicky Ge Huang / Wall Street Journal: The NYSE partners with Securitize to develop the Digital Trading Platform, an alternative 24/7 trading system for tokenized stocks and ETFs — Under the exchange's plan, stocks would trade as digital tokens — The New York Stock Exchange said Tuesday that it was joining with Securitize …
Elena Vardon / Wall Street Journal: London-based Revolut reports 2025 revenue up 46% YoY to £4.5B, pretax profit up 54% YoY to £1.7B, and customers up nearly 33% YoY, as it moves to become a bank — Revenue rose 46% last year as its customer base grew by around a third, the fintech said
Suzanne Vranica / Wall Street Journal: OpenAI hires Dave Dugan, a former top ad executive at Meta, to lead ad sales, reporting to COO Brad Lightcap; Dugan stepped down as a Meta VP earlier in March — The AI company seeks stronger ties with brands to boost its nascent ad business — OpenAI has hired Dave Dugan …
Krystal Hur / Wall Street Journal: Senators Adam Schiff and John Curtis introduce bipartisan legislation to ban sports betting on CFTC-regulated prediction markets, such as Kalshi and Polymarket — Sens. Schiff and Curtis seek to prevent CFTC-regulated entities, including Kalshi and Polymarket, from offering wagers on sports
Wall Street Journal: Interviews with over three dozen people detail how lobbyist Mike Davis used his ties to Trump to push the DOJ to approve deals, including HPE's Juniper deal — Mike Davis pushed DOJ officials to approve his deals—and went over their heads if they pushed back
Micah Maidenberg / Wall Street Journal: Filing: Blue Origin seeks US FCC approval to deploy nearly 52K solar-powered satellites as part of Project Sunrise, its proposed orbital AI data center system — Blue Origin joins SpaceX and Starcloud in filing FCC applications for AI satellites — Jeff Bezos' Blue Origin is seeking permission …
Mauro Orru / Wall Street Journal: The UK CMA launches an investigation into Adobe, saying early membership cancellation fees for certain products might be in breach of consumer protection laws — The probe will assess Adobe terms and if customers get clear, timely information — U.K. antitrust officials launched …
Ryan Felton / Wall Street Journal: The NHTSA escalates its investigation into Tesla's FSD to an “engineering analysis”, a step that could lead to a mandatory recall or other enforcement action — The probe covers about 3.2 million Tesla vehicles — Federal safety regulators are sharpening their focus …
Liz Young / Wall Street Journal: DHL Supply Chain says it will open 10 warehouses in 2026 across North America to serve data center operators and component suppliers, totaling 7M+ square feet — DHL Group unit plans to open 10 warehouses across North America to provide logistics services to hyperscalers and their suppliers
Wall Street Journal: Sources: OpenAI faced intense backlash from its advisory council over a planned ChatGPT “adult mode”, delayed earlier in March due to technical and other issues — Warnings surface that the company risks creating a ‘sexy suicide coach’ if it begins allowing sexually explicit chats
Sherry Qin / Wall Street Journal: Foxconn reports Q4 revenue up 22% YoY to ~$81B, net profit down 2% YoY to ~$1.4B, below ~$1.9B est., due to a higher tax expense, and a 5.9% gross profit margin — The company generates a significant share of its revenue making AI servers for the likes of Nvidia and Amazon
Katherine Bindley / Wall Street Journal: San Francisco's housing market is seeing a big rebound, driven by the AI boom; Apartment List says rents rose 14% YoY in February, the fastest growth in the US — After a yearslong slump, there's now a real-estate frenzy. 'It's just skyrocketed,' says one house hunter.
Vicky Ge Huang / Wall Street Journal: Kaiko: cumulative trading volume on crypto exchange Hyperliquid's perpetual oil futures surged to ~$7.3B on March 12 from $339M on February 28 amid the Iran war — A new generation of investors doesn't want to wait for the traditional market open — While traditional energy investors spent …
Wall Street Journal: Sources: the Trump administration is set to receive a ~$10B fee from investors in TikTok's US business for the government's role in brokering the TikTok US deal — Investors in social-media platform's U.S. business, including Oracle and Silver Lake, agreed to give the government several multibillion-dollar payments, sources say
Wall Street Journal: Sources: ByteDance is working with Aolani Cloud to deploy 500 Nvidia Blackwell systems in Malaysia, featuring ~36,000 B200 chips and likely costing over $2.5B — TikTok parent, pushing global expansion, plans to tap Blackwell processors that are barred for export to China
Sebastian Herrera / Wall Street Journal: Microsoft launches Copilot Health, which integrates medical records, biometric data from wearables, and lab results to give personalized advice, in the US — A new feature within the Copilot app will offer personalized healthcare advice and make it easy to upload test results, fitness data and more