Tech News Briefing

Plus: Memory prices could get even worse next year amid the AI buildout, per Taiwan-based research firm TrendForce. And Coinbase founder’s longevity startup triples in value. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: STMicrolectronics nearly doubles its data-center revenue forecast. And Nvidia CEO Jensen Huang says Marvell Technology could be the next chip firm to join the trillion dollar club. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

2026 was supposed to be a breakout year for self-driving taxis. Instead, WSJ reporter Sean McLain says, they're getting a crash course in public backlash. We break down the resistance robotaxi operators are facing from the public — and what it could mean for the technology’s timeline. Then, you might be tempted to mess with the people behind those pesky spam texts. But WSJ contributor Heidi Mitchell warns, it could actually make you a bigger target. Imani Moise hosts.Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Florida sues OpenAI over AI harms. And Uber plans to launch a robotaxi program in Munich. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: SoftBank invests $52 billion into French AI data center build out. And Motorola buys counter-drone technology company for $1.5 billion. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Chinese automaker BYD unveils autonomous-driving chip. And shares of space companies plummet following Thursday night’s Blue Origin rocket explosion. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: OpenAI will allow some organizations access to a science-focused AI model to protect against biological hazards. And Dell reports massive first-quarter revenue growth in AI servers. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

This year’s college graduates face a dual job market where AI is decimating entry level opportunities, but companies are also rewarding new grads’ AI saviness. WSJ’s Allison Pohle tells us how they’re handling it. Then, WSJ contributor Lisa Ward explains why AI models are surprisingly good at talking us out of conspiracy theories. Isabelle Bousquette hosts.Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: DHL eCommerce and USPS sign multi-year deal. And Uber continues to grow its stake in German food-delivery company Delivery Hero. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: IBM and Red Hat commit $5 billion for open source security initiative. And Snowflake signs $6 billion deal to buy Amazon chips. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: unionized workers at Samsung Electronics approve pay deal, averting a strike. And the EU plans to reserve most of its mobile satellite spectrum for homegrown firms. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: nuclear power startup Newcleo plans to go public via SPAC. And Tesla’s European sales surge. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: American Airlines to offer Starlink internet on significant portion of flights. And Xiaomi’s first-quarter net profit falls 57%. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple is repurposing chips that might’ve otherwise been thrown out to fuel its newer, cheaper product lines. WSJ’s Rolfe Winkler joins us to talk about how it’s paying off. Plus, tech columnist Christopher Mims explains the “vibe slop” phenomenon and what’s at stake in a world of unfettered AI code generation. Isabelle Bousquette hosts.Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Lenovo Group records its fastest revenue growth in years. And AI is boosting productivity gains in very specific tasks, but has yet to scale across the economy. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: France to pour over $1 billion into quantum tech race. And Meta joins other platforms in settling lawsuit over social-media harms on youth. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Space X’s IPO filing is shedding new light on its finances and operations. Elon Musk’s rocket giant is losing billions of dollars as it funds a massive AI infrastructure buildout. WSJ reporter Becky Peterson breaks down what we’ve learned ahead of its potentially historic IPO. Plus, Nvidia delivers another quarter of record sales and profits, but investors seem to be shrugging it off. WSJ columnist Dan Gallagher explains the wall of apathy facing the world's most valuable company. Imani Moise hosts.Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Meanwhile, California governor Gavin Newsom signs order on AI aimed at helping workers. And the maker of Oura Rings files confidentially for IPO. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Anthropic is poised to turn its first quarterly profit. And Advanced Micro Devices plans to invest more than $10 billion in Taiwan’s chip industry. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: OpenAI is preparing to file for an IPO very soon. And Google begins testing new ad formats in both standard search results and AI Mode. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Bristol-Myers Squibb is giving more than 30,000 employees access to Anthropic’s Claude. And Alibaba releases powerful new AI chips in a push to rival Nvidia. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Andrej Karpathy, a Tesla alum and OpenAI co-founder, joins Anthropic. And Mach Industries has acquired rocket-maker Exquadrum for $50 million. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Congress is proposing a new registration fee for electric vehicle owners. And Anthropic allows Mythos-users to share some findings on cybersecurity vulnerabilities. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

A jury has made a decision in the blockbuster trial between Elon Musk and OpenAI. WSJ deputy technology editor Bradley Olson breaks down what the decision means for the future of the company, and the broader AI industry. Plus, WSJ reporter Vicky Ge Huang takes us inside a crypto trading competition that’s the latest esports-style spectacle.Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: online used-car retailer Carvana is expanding into new-car dealerships. And Elliott Investment Management has built a large stake in life-science tool provider Bio-Rad. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Publicis Groupe has agreed to purchase data platform LiveRamp for $2.55 billion. And NextEra Energy and Dominion Energy plan to merge amid an AI-driven surge in customer demand. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: an Australian defense-tech startup raises $18 million to expand in the U.S. And Stifel analysts say Salesforce is under pressure ahead of its first-quarter earnings report. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Stellantis inks $1.17 billion electric vehicle deal with Chinese automaker Dongfeng Group. And the crypto industry notches a win in Washington. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Closing arguments for blockbuster trial between billionaire Elon Musk and OpenAI took place Thursday. WSJ reporter Jim Carlton unpacks what happened in the courtroom this week and tells us how the case could impact the future of the AI industry. Plus, some fitness brands are ditching displays. WSJ personal tech columnist Nicole Nguyen tells us why some people are opting to remove screens from their wrists. Julie Chang hosts.Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Researchers say they found issues in Apple security using Anthropic’s Mythos AI. And Foxconn reports strong first quarter results, driven by AI hardware sales. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: some hedge funds are making big bucks from chipmaker and AI hardware stocks. And Cisco Systems is cutting thousands of jobs to free up cash for AI spending. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Meta introduces new incognito chat option for its AI model. And Netflix secures three more football games in new deal with NFL. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Meta offers WhatsApp tool to AI rivals for free to appease EU regulators. And Tencent doubles down on AI. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Tesla will invest $250 million into its German factory for EV battery cell production. And SAP unveils a unified AI platform for enterprise. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Some OpenAI employees are cashing out for millions before the company has even gone public. WSJ reporter Berber Jin explains how the AI boom is creating unprecedented wealth in Silicon Valley through private share sales. Plus, Wall Street is finding AI winners in some unexpected places. WSJ reporter Jared Mitovich breaks down why investors are piling into everything from construction companies to Japanese toilet makers as the AI build-out booms.Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Cerebras boosts target IPO price, seeking to raise $4.8 billion. And Circle raises $222 million from institutional investors through new token. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Prosus sells partial stake in Delivery Hero for nearly $395 million. And unemployment is on the rise in the information technology job sector. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Nintendo projects softer year ahead and lower Switch 2 sales. And shares of cloud infrastructure company Akamai jump. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Sony projects double-digit earnings for the new fiscal year despite sharp fourth-quarter losses. And the International Monetary Fund warns that AI-powered cyberattacks could cause major market disruptions. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

As AI transforms the labor market, some economists and tech leaders are pushing for a new kind of tax. WSJ reporter Katie Bindley explains the growing debate over taxing the computing power behind artificial intelligence. Plus, what happens when new tech rocks the boat? WSJ contributor Ken Wells explains how high-tech gadgets are making waves in the competitive fishing world. Imani Moise hosts.Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Shares for national-security satellite company HawkEye 360 jump in their public-market debut. And Amazon Pharmacy expands access to weight management services. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Roche buys PathAI for $1.05 billion. And ChatGPT app publishing surges. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: New Disney CEO’s long-term vision for the company centers on tech. And Instacart posts higher revenue, saying customers are shopping more at value retailers. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Nvidia invests $500 million in glassmaker Corning to boost AI infrastructure. And Uber reports higher revenue from growing trip volume and active users. Iman Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: PayPal to cut 20% of staff. And shares of Palantir slide despite record quarterly revenue and profit. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: The U.S army pushes defense contractors to open up software to new tools. And Coinbase lays off 14% of workforce in AI push. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Some of the biggest names in tech are back in court this week for the blockbuster trial between Elon Musk and OpenAI. The Wall Street Journal’s Angel Au-Yeung joins us to explain Musk’s allegations against OpenAI CEO Sam Altman and President Greg Brockman, and to break down what could happen if Musk wins. Plus, we go inside the robotaxi rollout with the Journal’s Sean McLain. Peter Champelli hosts.Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: UPS and FedEx stocks slide following Amazon news. And shares of BlackBerry rise after software spotlight. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Chip startup Cerebras Systems sets IPO price. And GameStop makes an unsolicited $56 billion offer to buy eBay. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Cboe Global Markets slashes 20% of staff. And Morgan Stanley analysts say Rivian’s Gen 3 delay could cost it near-term demand. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices