ASML reports Q4 net sales of €9.7B, vs. €9.6B est., and €2.84B net profit, vs. €3.01B est., and says it expects China to account for 20% of its total 2026 sales
ASML reported on Wednesday orders that smashed past expectations while 2026 sales guidance was also ahead …
ASML reports record quarterly bookings of €13.2B in Q4, beating €6.32B est., and projects its 2026 full-year sales at between €34B and €39B, above €35B est.
UpdateBenzinga:ASML Q4 Net Bookings Surge To €13.2B, Includi...Associated Press:ASML: Q4 Earnings Snapshot
Anthropic's Claude Cowork launch revives investor fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley's SaaS index is down 15% YTD
The new year was supposed to bring opportunities for beaten-down software stocks. Instead, the group is off to its worst start in years.
Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS index is down 15% so far in 2026
Sources: Chinese officials told customs agents this week that Nvidia H200s are barred from China and told local tech companies not to buy them unless necessary
Chinese customs authorities told customs agents this week that Nvidia's (NVDA.O) H200 artificial intelligence chips are not permitted …
Under new US licensing requirements, the Commerce Department says it will review exports of Nvidia's H200 and AMD's MI325X to China on a case-by-case basis
a limit on how much Nvidia and AMD can sell to China and required certifications that US supply won't be affected. https://www.bloomberg.com/...@kakashiii111:The Chinese government...
Meta confirms it is laying off Reality Labs staff and will “reinvest the savings” in wearables; CTO Andrew Bosworth says 1,000+ staff will be notified Tuesday
Meta Platforms Inc. is beginning to cut more than 1,000 jobs from the company's Reality Labs division …
As part of its Reality Labs cuts, Meta is closing three VR gaming studios and will stop developing new content and features for its VR fitness app Supernatural
Developers from Twisted Pixel Games and Sanzaru Games have posted about their studios being closed down.
Meta confirms it is laying off Reality Labs staff and will “reinvest the savings” in wearables; CTO Andrew Bosworth says 1,000+ staff will be notified Tuesday
Meta Platforms Inc. is beginning to cut more than 1,000 jobs from the company's Reality Labs division …
Sources: Meta plans to lay off ~10% of its 15,000-employee Reality Labs division, disproportionately affecting those working on VR headsets and Horizon Worlds
The layoffs are set to be announced this week and would affect Meta's work on the metaverse, as the company spends heavily on building artificial intelligence.
Sources: Anthropic plans to raise $10B led by Singapore's GIC and Coatue at a $350B valuation before the new investment, up from $183B in September 2025
The startup behind chatbot Claude is raising money from investors including GIC and Coatue Management
Alphabet agrees to acquire data center company Intersect for $4.75B in cash, plus its existing debt, as part of its push to expand its AI data center footprint
it's grid access and generation lead time. Buying Intersect compresses years of permitting … Andres Pacheco : Excited to announce that Intersect is being acquired by Alphabet Inc....
Oracle reports Q2 revenue up 14% YoY to $16.06B, below $16.21B est., and raises its FY capex forecast to ~$50B, up from $35B as of September; ORCL drops 15%+
Oracle shares sank 11% in extended trading on Wednesday after the database software maker reported lower quarterly revenue …
IBM agrees to acquire data streaming software maker Confluent for ~$11B in cash, above its ~$8B market value as of its December 5 close, paying $31 per share
Confluent shares surged more than 25% in premarket trading Monday, while IBM's fell slightly.
E-commerce company Eightco's stock soared 3,000%+ on September 8 after unveiling a plan to buy Worldcoin tokens and naming Wall Street analyst Dan Ives as chair
the Dan Ives-led Worldcoin treasury purchase is only latest example of market madness Anand Sinha / TheStreet : Tom Lee-backed penny stock surges 5,700% after surprising investment...
Sources: Anthropic's revenue hit a pace of $4B/year, up almost 4x from the beginning of 2025; source: Cursor maker Anysphere hired two of Claude Code's leaders
What's notable is that Cursor just poached the lead engineer and PM for Claude Code. I guess this is now an industry trend. Threads: Dare Obasanjo / @carnage4life : Anthropic is a...
SEC filing: Nvidia says it will record a $5.5B quarterly charge after new US rules to require a license to export the H20 chips to China; NVDA drops ~5%
Nvidia said on Tuesday that it will take a quarterly charge of about $5.5 billion tied to exporting H20 graphics processing units to China and other destinations.