Waymo is reportedly being valued near $100 billion in the proposed raise, up from a valuation above $45 billion in October 2024.
rumored 1 article 2025-12-17
Waymo ~$100B valuation $45B+ (Oct 2024)
Sources: Waymo is in discussions to raise $15B+ led by Alphabet at a ~$100B valuation, up from 45B+ in October 2024, and has a $350M+ annual revenue run rate
Bloomberg · 2025-12-17 · #32
Sources report Waymo is in discussions to raise more than $15 billion in a funding round led by Alphabet.
rumored 1 article 2025-12-17
Waymo Alphabet $15B+ target
Sources: Waymo is in discussions to raise $15B+ led by Alphabet at a ~$100B valuation, up from 45B+ in October 2024, and has a $350M+ annual revenue run rate
Bloomberg · 2025-12-17 · #32
Console makers experienced a tough year, a context cited for the drop in November spending.
confirmed 1 article 2025-12-17
console makers
Circana: US game console spending fell 27% in November to $695M, the lowest in the pivotal month for holiday shopping since 2005, after a tough year for makers
Bloomberg · 2025-12-17 · #31
Tariffs and rising component costs pushed video game console prices to record highs, contributing to lower consumer spending.
confirmed 1 article 2025-12-17
tariffs rising component costs video game consoles
Circana: US game console spending fell 27% in November to $695M, the lowest in the pivotal month for holiday shopping since 2005, after a tough year for makers
Bloomberg · 2025-12-17 · #31
Circana reports US game console spending fell 27% in November to $695M, the lowest November total since 2005.
confirmed 1 article 2025-12-17
Circana US game console spending
Circana: US game console spending fell 27% in November to $695M, the lowest in the pivotal month for holiday shopping since 2005, after a tough year for makers
Bloomberg · 2025-12-17 · #31
Ankar raises a $20M Series A led by Atomico to advance its LLM-powered AI tools that streamline drafting patent applications for patent attorneys.
confirmed 1 article 2025-12-17
Ankar Atomico $20M
Ankar, which develops LLM-powered AI tools to streamline the process of drafting patent applications for patent attorneys, raised a $20M Series A led by Atomico
Fortune · 2025-12-17 · #25
The MetaX IPO was heavily oversubscribed.
confirmed 1 article 2025-12-17
MetaX ~$585.8M IPO
Chinese AI chipmaker MetaX's shares jumped as much as 755% in its Shanghai debut, after a heavily oversubscribed ~$585.8M IPO, pushing its market cap past ~$42B
Bloomberg · 2025-12-17 · #23
MetaX's market capitalization surpassed roughly $42 billion following the IPO debut surge.
confirmed 1 article 2025-12-17
MetaX ~$42B market capitalization
Chinese AI chipmaker MetaX's shares jumped as much as 755% in its Shanghai debut, after a heavily oversubscribed ~$585.8M IPO, pushing its market cap past ~$42B
Bloomberg · 2025-12-17 · #23
MetaX's shares jumped as much as 755% on their Shanghai trading debut.
confirmed 1 article 2025-12-17
MetaX shares
Chinese AI chipmaker MetaX's shares jumped as much as 755% in its Shanghai debut, after a heavily oversubscribed ~$585.8M IPO, pushing its market cap past ~$42B
Bloomberg · 2025-12-17 · #23
MetaX completed a heavily oversubscribed IPO in Shanghai raising about $585.8M.
confirmed 1 article 2025-12-17
MetaX ~$585.8M IPO Shanghai listing
Chinese AI chipmaker MetaX's shares jumped as much as 755% in its Shanghai debut, after a heavily oversubscribed ~$585.8M IPO, pushing its market cap past ~$42B
Bloomberg · 2025-12-17 · #23
Sources say at least six Chinese AI companies, including chip firms Montage and GigaDevice, are planning IPOs in Hong Kong in the coming weeks aiming to raise up to $1B.
rumored 1 article 2025-12-17
Chinese AI companies (at least six) Montage GigaDevice Hong Kong raise up to $1B
Sources: at least six Chinese AI companies, like chip firms Montage and GigaDevice, are set to IPO in Hong Kong in the coming weeks, aiming to raise up to $1B
Bloomberg · 2025-12-17 · #22
Hut 8 has signed a roughly $7 billion, 15-year lease to house Anthropic at the Louisiana data center.
confirmed 1 article 2025-12-17
Hut 8 Anthropic
Hut 8 partners with Fluidstack to build an AI data center in Louisiana for Anthropic, backed by a 15-year, ~$7B lease, starting with 245MW of computing capacity
Reuters · 2025-12-17 · #21
Meesho shares are up 95% from their IPO offer price, valuing the company at nearly $11 billion and making it India's best-performing major IPO of 2025.
confirmed 1 article 2025-12-17
Meesho IPO offer price ~$11 billion India's best-performing major IPO of 2025
Bengaluru-based e-commerce platform Meesho is up 95% from its IPO offer price, valuing it at nearly $11B and making it India's best-performing major IPO of 2025
Bloomberg · 2025-12-17 · #20
Observers report xAI is having difficulty selling its MechaHitler product to enterprise customers, attributed to inexperience in enterprise sales.
rumored 1 article 2025-12-16
xAI MechaHitler enterprise customers
Sources: xAI created an enterprise AI sales group six months ago, but xAI's lack of experience in selling to big businesses is holding potential customers back
The Information · 2025-12-16 · #39
Sources say xAI's lack of experience selling to big businesses is holding potential customers back.
rumored 1 article 2025-12-16
xAI big businesses potential customers
Sources: xAI created an enterprise AI sales group six months ago, but xAI's lack of experience in selling to big businesses is holding potential customers back
The Information · 2025-12-16 · #39
Cloudflare reports Starlink traffic grew 2.3x in 2025.
confirmed 1 article 2025-12-16
Cloudflare Starlink
Cloudflare's 2025 report: global internet traffic grew 19% in 2025, ChatGPT was the most popular generative AI service, Starlink traffic grew 2.3x, and more
Cloudflare · 2025-12-16 · #37
Cloudflare reports global internet traffic grew 19% in 2025.
confirmed 1 article 2025-12-16
Cloudflare global internet traffic
Cloudflare's 2025 report: global internet traffic grew 19% in 2025, ChatGPT was the most popular generative AI service, Starlink traffic grew 2.3x, and more
Cloudflare · 2025-12-16 · #37
People familiar with the matter say Notion is cash flow positive.
rumored 1 article 2025-12-16
Notion cash flow positive
Sources: Notion told staff it is doing a $300M tender offer at an $11B valuation, ahead of a potential IPO, and passed $600M in ARR, half of it from AI products
Forbes · 2025-12-16 · #35
Notion is reportedly positioning ahead of a potential IPO.
rumored 1 article 2025-12-16
Notion potential IPO
Sources: Notion told staff it is doing a $300M tender offer at an $11B valuation, ahead of a potential IPO, and passed $600M in ARR, half of it from AI products
Forbes · 2025-12-16 · #35
Sources say roughly half of Notion's $600M ARR is coming from its AI products.
rumored 1 article 2025-12-16
Notion AI products (50% of ARR)
Sources: Notion told staff it is doing a $300M tender offer at an $11B valuation, ahead of a potential IPO, and passed $600M in ARR, half of it from AI products
Forbes · 2025-12-16 · #35
Sources say Notion has passed $600M in annual recurring revenue.
rumored 1 article 2025-12-16
Notion $600M ARR
Sources: Notion told staff it is doing a $300M tender offer at an $11B valuation, ahead of a potential IPO, and passed $600M in ARR, half of it from AI products
Forbes · 2025-12-16 · #35
Sources indicate Disney holds an approximately $1B stake in OpenAI.
rumored 1 article 2025-12-16
Disney OpenAI
Sources: Disney's Sora deal is entirely in OpenAI stock warrants rather than a cash licensing fee; Disney has the option to buy more shares beyond its $1B stake
Bloomberg · 2025-12-16 · #34
Sources say Disney has an option to buy additional OpenAI shares beyond its reported $1B stake.
rumored 1 article 2025-12-16
Disney OpenAI OpenAI shares
Sources: Disney's Sora deal is entirely in OpenAI stock warrants rather than a cash licensing fee; Disney has the option to buy more shares beyond its $1B stake
Bloomberg · 2025-12-16 · #34
PayPal says establishing PayPal Bank would reduce its reliance on third parties when loaning to small businesses.
confirmed 1 article 2025-12-16
PayPal small business lending third-party service providers
PayPal says it filed US applications to establish PayPal Bank, to offer savings accounts and cut its reliance on third parties when loaning to small businesses
Wall Street Journal · 2025-12-16 · #31
Anduril is attempting to co-fund major UK defense programs as a way to break into the UK market.
rumored 1 article 2025-12-16
Anduril UK defense programs
As Europe rearms, Anduril is trying to break through in the UK by co-funding major programs, cutting manufacturing deals, and billing itself as “Anglo-American”
Bloomberg · 2025-12-16 · #18
Oracle (ORCL) shares are down more than 46% since September 10.
confirmed 1 article 2025-12-16
Oracle
Shares of Broadcom, CoreWeave, and Oracle, companies tied to the AI infrastructure buildout, extend last week's decline; ORCL is down 46%+ since September 10
CNBC · 2025-12-16 · #17
Shares of Broadcom, CoreWeave, and Oracle, companies tied to the AI infrastructure buildout, extended last week's decline.
confirmed 1 article 2025-12-16
Broadcom CoreWeave Oracle
Shares of Broadcom, CoreWeave, and Oracle, companies tied to the AI infrastructure buildout, extend last week's decline; ORCL is down 46%+ since September 10
CNBC · 2025-12-16 · #17
CATL is earning higher margins on export sales, boosting profitability despite US tariffs.
confirmed 1 article 2025-12-16
CATL export sales
Shares in Chinese companies critical to AI infrastructure surged in 2025, with CATL up 45% and Sungrow up 130%, as exports boost margins despite Trump's tariffs
Financial Times · 2025-12-16 · #16
Shares in Chinese companies considered critical to AI infrastructure rose sharply in 2025.
confirmed 1 article 2025-12-16
Chinese companies critical to AI infrastructure 2025
Shares in Chinese companies critical to AI infrastructure surged in 2025, with CATL up 45% and Sungrow up 130%, as exports boost margins despite Trump's tariffs
Financial Times · 2025-12-16 · #16
Sungrow shares surged roughly 130% in 2025 as exports and AI-infrastructure demand boosted investor sentiment.
confirmed 1 article 2025-12-16
Sungrow 130% 2025
Shares in Chinese companies critical to AI infrastructure surged in 2025, with CATL up 45% and Sungrow up 130%, as exports boost margins despite Trump's tariffs
Financial Times · 2025-12-16 · #16