← Pulse/Topics

Big Tech on Pulse

M&A, product, and strategy moves from Apple, Google, Meta, Microsoft, Amazon, and Nvidia.

457
Stories
249
With a headline figure
Nov 3, 2026
Latest

Coverage Timeline

newest first
  1. Nov 3, 2026Salesforce Agrees To Buy Voice AI Startup Cresta For $2.7B$2.7B Acquisition→
  2. Nov 3, 2026Oracle Prices $20B Stock-And-Bond Sale | Shares Sink 8.76%$20B Stock-And-Bond Sale→
  3. Nov 2, 2026Marvell Buys Lumentum For $115B To Build AI Networking Giant$115B All-Stock Deal→
  4. Oct 30, 2026Intel's Worst Drop Since 1974 Wipes $12B From U.S. Stake$12B Government Stake Loss→
  5. Oct 30, 2026Amazon Discloses $80B Supplier Financing Loan For AI Buildout$80B Supplier Financing Facility→
  6. Oct 30, 2026Salesforce To Acquire Defense AI Startup Rune, Reported At $375M$375M Acquisition→
  7. Oct 30, 2026Big Tech Earnings: Google Cloud Up 103%, Azure 48%, AWS 39%→
  8. Oct 30, 2026Nvidia May Guarantee Debt For Nscale's $45B Anthropic Deal$45B Second Deal In Talks→
  9. Oct 29, 2026Thrive Holdings Buys ADT In $15.3B Deal, $7.6B In Cash$15.3B Acquisition→
  10. Oct 29, 2026DoorDash Confirms $17B Deal To Buy Instacart At $65/Share$17B Acquisition→
  11. Oct 27, 2026Guidewire To Acquire hyperexponential For $1.7B, Up To $2.1B$1.7B Deal→
  12. Oct 27, 2026Nvidia Invests $3B in Meta in Deeper AI Chip Partnership$3B Investment→
  13. Oct 26, 2026Intel Buys Quantum Startup Classiq to Go Full-Stack→
  14. Oct 26, 2026DoorDash Nears $17B Deal to Buy Instacart$17B Deal→
  15. Oct 26, 2026Meta Upsizes Stock Sale to $37.5B | Eyes $97.5B AI War ChestUp To $97.5B AI Plan→
  16. Oct 24, 2026Meta Buys Back Sundial, the Startup Its Alumni Built→
  17. Oct 24, 2026Instacart in Takeover Talks With DoorDash and Uber→
  18. Oct 23, 2026Instacart Shares Jump 10% On Reported Sale Talks→
  19. Oct 22, 2026LSEG Agrees To Acquire Octus For $3.535B$3.535B Cash Acquisition→
  20. Oct 22, 2026SpaceX, Tesla Merger Would Nearly Halve Shareholders' StakeStake Nearly Halved→
  21. Oct 20, 2026Musk Confirms Tesla-SpaceX Merger Talks At $3.5T$3.5T Merger Value→
  22. Oct 20, 2026Netflix Q3 Revenue Hits $12.9B | Growth Slows To 12%$12.9B Q3 Revenue→
  23. Oct 20, 2026Private Equity Eyes $100B+ Buyout Of Microsoft's Xbox$100B+ Buyout Interest→
  24. Oct 20, 2026SpaceX AI Revenue Hits $7.6B, Tops Starlink | $14.6B Total Revenue$14.6B Q3 Revenue→
  25. Oct 20, 2026CBRE Buys Onnec For $610M Upfront | Up To $400M Earnout$610M Upfront→
  26. Oct 20, 2026Bullhorn Cyberattack Disrupts Platform For 10,000+ Recruiters→
  27. Oct 20, 2026Salesforce Buys Braze For $5.66B, A 58% Premium$5.66B Acquisition→
  28. Oct 20, 2026Spotify Launches Podcast Memberships, Creators Keep 90% Revenue→
  29. Oct 19, 2026Tradeweb Buys Trumid For $1.97B In Cash And Stock$1.97B Acquisition→
  30. Oct 19, 2026Amazon's TorchNeuron Targets Nvidia's 85% PyTorch Grip→
  31. Oct 19, 2026Prysmian Completes $3.8B Atkore Acquisition$3.8B Acquisition→
  32. Oct 19, 2026Silence Therapeutics Sells For $1.3B | 130% Premium From Merck KGaA$1.3B Acquisition→
  33. Oct 18, 2026Disney To Pay $60M To Hire Most Of Character.AI's Staff$60M Hiring Deal→
  34. Oct 18, 2026Rivian Pivots To Licensing Its Tech Stack To Other Automakers→
  35. Oct 18, 2026Microsoft Pulls Out of Nscale's UK Data Center After Grid Delays→
  36. Oct 17, 2026Meta Pulls Clause Letting It Train AI On Business Customers' Sites→
  37. Oct 17, 2026TikTok Permanently Bans Ads For Elon Musk Documentary→
  38. Oct 17, 2026Cobo Shuts Down Its Consumer Wallet, Will Charge Those Who Don't Withdraw→
  39. Oct 17, 2026Dario Amodei Spends Up To 40% On Culture | Anthropic Eyes $2T IPO$2T IPO Target→
  40. Oct 17, 2026Cybercriminals Target Building HVAC And Door Systems→

Latest Coverage

stories 1–60 of 457
BIG TECH

Salesforce Agrees To Buy Voice AI Startup Cresta For $2.7B

BIG TECH$2.7B Acquisition

Salesforce Agrees To Buy Voice AI Startup Cresta For $2.7B

Salesforce has signed a definitive agreement to acquire voice AI customer-service startup Cresta in a deal reported at $2.7 billion, its latest push into agentic contact-center software.

DEEP DIVE
BIG TECH

Oracle Prices $20B Stock-And-Bond Sale | Shares Sink 8.76%

BIG TECH$20B Stock-And-Bond Sale

Oracle Prices $20B Stock-And-Bond Sale | Shares Sink 8.76%

Oracle priced a $20 billion stock-and-bond offering late Monday to fund its AI buildout, and its shares sank as investors weighed the company's growing debt load.

DEEP DIVE
BIG TECH

Marvell Buys Lumentum For $115B To Build AI Networking Giant

BIG TECH$115B All-Stock Deal

Marvell Buys Lumentum For $115B To Build AI Networking Giant

Marvell will absorb optical-components maker Lumentum in an all-stock deal valuing it at $115 billion, creating a combined AI-networking supplier with a $550 billion addressable market.

DEEP DIVE
BIG TECH

Intel's Worst Drop Since 1974 Wipes $12B From U.S. Stake

BIG TECH$12B Government Stake Loss

Intel's Worst Drop Since 1974 Wipes $12B From U.S. Stake

Intel shares fell 28.6% on Oct. 30, 2026, their worst one-day drop since 1974, after a weak Q4 outlook -- cutting the value of the U.S. government's roughly 10% stake by about $12 billion in a single session.

DEEP DIVE
BIG TECH

Amazon Discloses $80B Supplier Financing Loan For AI Buildout

BIG TECH$80B Supplier Financing Facility

Amazon Discloses $80B Supplier Financing Loan For AI Buildout

Amazon disclosed a secured loan facility of up to $80 billion, confirmed in its Q3 2026 SEC filing, to help finance AI hardware purchases as its total purchase commitments reach $883.6 billion.

DEEP DIVE
BIG TECH

Salesforce To Acquire Defense AI Startup Rune, Reported At $375M

BIG TECH$375M Acquisition

Salesforce To Acquire Defense AI Startup Rune, Reported At $375M

Salesforce agreed on October 29, 2026 to acquire defense-logistics startup Rune Technologies, in a deal Resilience Media reported at $375 million in cash and stock, folding its AI software into the Missionforce defense unit.

DEEP DIVE
BIG TECH

Big Tech Earnings: Google Cloud Up 103%, Azure 48%, AWS 39%

BIG TECH

Big Tech Earnings: Google Cloud Up 103%, Azure 48%, AWS 39%

Alphabet, Microsoft, Amazon and Intel filed September-quarter results on Oct. 28 and 29. Google Cloud revenue rose 103%, Azure 48% and AWS 39%, while quarterly capex reached $51.4B at Alphabet and $39.4B at Microsoft.

DEEP DIVE
BIG TECH

Nvidia May Guarantee Debt For Nscale's $45B Anthropic Deal

BIG TECH$45B Second Deal In Talks

Nvidia May Guarantee Debt For Nscale's $45B Anthropic Deal

Nvidia is discussing guaranteeing billions in construction debt for Nscale's West Virginia data center, which would house a second, roughly $45 billion Anthropic compute deal, The Information and Bloomberg reported October 29-30, 2026.

FOLLOW-UP
BIG TECH

Thrive Holdings Buys ADT In $15.3B Deal, $7.6B In Cash

BIG TECH$15.3B Acquisition

Thrive Holdings Buys ADT In $15.3B Deal, $7.6B In Cash

Thrive Holdings, the permanent-capital vehicle backed by Thrive Capital, agreed to buy security giant ADT in an all-cash deal valuing it at $15.3 billion in enterprise value, a 45.6% premium to ADT's prior closing price.

DEEP DIVE
BIG TECH

DoorDash Confirms $17B Deal To Buy Instacart At $65/Share

BIG TECH$17B Acquisition

DoorDash Confirms $17B Deal To Buy Instacart At $65/Share

DoorDash and Instacart signed a definitive agreement under which DoorDash will acquire Instacart for $65.00 per share, an equity value of about $17 billion, with at least 75% of the deal paid in cash.

FOLLOW-UP
BIG TECH

Guidewire To Acquire hyperexponential For $1.7B, Up To $2.1B

BIG TECH$1.7B Deal

Guidewire To Acquire hyperexponential For $1.7B, Up To $2.1B

Guidewire agreed on Oct. 27, 2026 to acquire London-based agentic underwriting platform hyperexponential for a $1.7 billion base price in cash plus up to $400 million in contingent consideration, expected to close in fiscal Q2 2027.

DEEP DIVE
BIG TECH

Nvidia Invests $3B in Meta in Deeper AI Chip Partnership

BIG TECH$3B Investment

Nvidia Invests $3B in Meta in Deeper AI Chip Partnership

Nvidia is investing $3 billion in Meta's equity offering as the two companies deepen their partnership on Meta's Muse AI models, the latest in a wave of circular investments tying chipmakers to their biggest customers.

DEEP DIVE
BIG TECH

Intel Buys Quantum Startup Classiq to Go Full-Stack

Illustration for: Intel Buys Quantum Startup Classiq to Go Full-Stack
BIG TECH

Intel Buys Quantum Startup Classiq to Go Full-Stack

Intel agreed to acquire quantum computing software maker Classiq, pairing its qubit hardware with Classiq's development platform to build what Intel calls a full-stack quantum computing business.

DEEP DIVE
BIG TECH

DoorDash Nears $17B Deal to Buy Instacart

BIG TECH$17B Deal

DoorDash Nears $17B Deal to Buy Instacart

DoorDash is reportedly nearing a deal to buy Instacart for $17 billion, according to The Information, months after Instacart confirmed it was exploring a sale to rivals including DoorDash and Uber.

FOLLOW-UP
BIG TECH

Meta Upsizes Stock Sale to $37.5B | Eyes $97.5B AI War Chest

BIG TECHUp To $97.5B AI Plan

Meta Upsizes Stock Sale to $37.5B | Eyes $97.5B AI War Chest

Meta launched roughly $35 billion in stock and preferred offerings Monday, upsized them to $37.5 billion on Tuesday, and plans a further at-the-market program of up to $60 billion, which would bring its potential AI financing to as much as $97.5 billion, as 2026 capital spending heads toward $145 billion.

DEEP DIVE
BIG TECH

Meta Buys Back Sundial, the Startup Its Alumni Built

Illustration for: Meta Buys Back Sundial, the Startup Its Alumni Built
BIG TECH

Meta Buys Back Sundial, the Startup Its Alumni Built

Meta acquired Sundial, an AI analytics startup founded by former Meta employees who are now returning to the company, in a deal with no disclosed price.

DEEP DIVE
BIG TECH

Instacart in Takeover Talks With DoorDash and Uber

Illustration for: Instacart in Takeover Talks With DoorDash and Uber
BIG TECH

Instacart in Takeover Talks With DoorDash and Uber

Instacart reportedly explored a sale to DoorDash, while separate talks with Uber fell apart, sending Instacart shares higher and its rivals' stock lower.

FOLLOW-UP
BIG TECH

Instacart Shares Jump 10% On Reported Sale Talks

Illustration for: Instacart Shares Jump 10% On Reported Sale Talks
BIG TECH

Instacart Shares Jump 10% On Reported Sale Talks

Instacart shares rose 10% after The Information reported the grocery-delivery company is exploring a sale, though no potential buyer or price has been confirmed.

DEEP DIVE
BIG TECH

LSEG Agrees To Acquire Octus For $3.535B

BIG TECH$3.535B Cash Acquisition

LSEG Agrees To Acquire Octus For $3.535B

LSEG has agreed to acquire credit-data firm Octus for $3.535 billion in cash from Permira-advised funds and Octus management, its largest deal since Refinitiv.

DEEP DIVE
BIG TECH

SpaceX, Tesla Merger Would Nearly Halve Shareholders' Stake

SpaceX, Tesla Merger Would Nearly Halve Shareholders' Stake logo
BIG TECHStake Nearly Halved

SpaceX, Tesla Merger Would Nearly Halve Shareholders' Stake

A proposed all-stock SpaceX-Tesla merger would expand SpaceX's share count from about 13.1 billion to roughly 25 billion, cutting existing holders' stake to roughly half what they hold today, Fortune's analysis found.

DEEP DIVE
BIG TECH

Musk Confirms Tesla-SpaceX Merger Talks At $3.5T

BIG TECH$3.5T Merger Value

Musk Confirms Tesla-SpaceX Merger Talks At $3.5T

Elon Musk says Tesla and SpaceX's boards have formed special committees to weigh a merger that would combine the companies at roughly $3.5 trillion, though no deal terms exist yet.

DEEP DIVE
BIG TECH

Netflix Q3 Revenue Hits $12.9B | Growth Slows To 12%

BIG TECH$12.9B Q3 Revenue

Netflix Q3 Revenue Hits $12.9B | Growth Slows To 12%

Netflix's Q3 2026 revenue rose 12% year over year to $12.9B, continuing a multi-quarter slowdown, even as operating margin expanded to 34.6% from 28.2% a year earlier, per the company's shareholder letter.

DEEP DIVE
BIG TECH

Private Equity Eyes $100B+ Buyout Of Microsoft's Xbox

BIG TECH$100B+ Buyout Interest

Private Equity Eyes $100B+ Buyout Of Microsoft's Xbox

Private equity firms reportedly weighed a buyout of Microsoft's Xbox division worth more than $100 billion, The Information reported, as the unit undergoes a leadership and cost overhaul under new CEO Asha Sharma.

DEEP DIVE
BIG TECH

SpaceX AI Revenue Hits $7.6B, Tops Starlink | $14.6B Total Revenue

SpaceX AI Revenue Hits $7.6B, Tops Starlink | $14.6B Total Revenue logo
BIG TECH$14.6B Q3 Revenue

SpaceX AI Revenue Hits $7.6B, Tops Starlink | $14.6B Total Revenue

SpaceX posted $14.6B in Q3 2026 revenue and its first operating profit as a public company, with AI-leasing revenue of $7.6B now exceeding Starlink's $5.25B, even as projected debt climbs toward $350B by 2029.

DEEP DIVE
BIG TECH

CBRE Buys Onnec For $610M Upfront | Up To $400M Earnout

BIG TECH$610M Upfront

CBRE Buys Onnec For $610M Upfront | Up To $400M Earnout

CBRE agreed to acquire London-based data-center infrastructure firm Onnec Group for $610M upfront plus an earnout of up to $400M, extending CBRE's infrastructure-services push into Europe and Asia-Pacific.

DEEP DIVE
BIG TECH

Bullhorn Cyberattack Disrupts Platform For 10,000+ Recruiters

Illustration for: Bullhorn Cyberattack Disrupts Platform For 10,000+ Recruiters
BIG TECH

Bullhorn Cyberattack Disrupts Platform For 10,000+ Recruiters

Recruitment software provider Bullhorn took its platform offline after detecting a cyberattack on October 17, disrupting services for more than 10,000 customers for several days before a partial recovery this week.

DEEP DIVE
BIG TECH

Salesforce Buys Braze For $5.66B, A 58% Premium

BIG TECH$5.66B Acquisition

Salesforce Buys Braze For $5.66B, A 58% Premium

Salesforce agreed to acquire customer-engagement platform Braze for about $5.66 billion, paying $47.50 per share in cash -- a roughly 58% premium -- to add Braze's real-time messaging tools to its stack.

DEEP DIVE
BIG TECH

Spotify Launches Podcast Memberships, Creators Keep 90% Revenue

Illustration for: Spotify Launches Podcast Memberships, Creators Keep 90% Revenue
BIG TECH

Spotify Launches Podcast Memberships, Creators Keep 90% Revenue

Spotify launched paid podcast memberships in 34 markets on October 20, letting podcasters sell bonus content and perks directly to fans while keeping 90% of the revenue.

DEEP DIVE
BIG TECH

Tradeweb Buys Trumid For $1.97B In Cash And Stock

BIG TECH$1.97B Acquisition

Tradeweb Buys Trumid For $1.97B In Cash And Stock

Tradeweb Markets agreed to buy fixed-income trading platform Trumid for about $1.97 billion -- roughly $1.89 billion in cash plus $82 million in equity -- expanding into corporate-bond trading earlier in the credit lifecycle.

DEEP DIVE
BIG TECH

Amazon's TorchNeuron Targets Nvidia's 85% PyTorch Grip

BIG TECH

Amazon's TorchNeuron Targets Nvidia's 85% PyTorch Grip

Amazon released TorchNeuron, letting existing PyTorch AI applications move onto its Trainium chips with one configuration change, aiming at the software lock-in that has kept Nvidia GPUs the default choice for most AI developers.

DEEP DIVE
BIG TECH

Prysmian Completes $3.8B Atkore Acquisition

BIG TECH$3.8B Acquisition

Prysmian Completes $3.8B Atkore Acquisition

Italian cable giant Prysmian has closed its roughly $3.8 billion acquisition of U.S. electrical-infrastructure maker Atkore, paying $95 per share in cash and delisting Atkore from the NYSE.

DEEP DIVE
BIG TECH

Silence Therapeutics Sells For $1.3B | 130% Premium From Merck KGaA

BIG TECH$1.3B Acquisition

Silence Therapeutics Sells For $1.3B | 130% Premium From Merck KGaA

Merck KGaA, Darmstadt, Germany agreed to acquire Silence Therapeutics in an all-cash deal worth about $1.3 billion in equity value, paying $20.00 per ADS -- a 130% premium to Friday's close -- to get full control of its lead siRNA drug Divesiran.

DEEP DIVE
BIG TECH

Disney To Pay $60M To Hire Most Of Character.AI's Staff

BIG TECH$60M Hiring Deal

Disney To Pay $60M To Hire Most Of Character.AI's Staff

Disney agreed to pay an estimated $60 million a year to hire at least 60 Character.AI employees, a stalking-horse bid following the startup's bankruptcy and an earlier $20 million asset sale.

DEEP DIVE
BIG TECH

Rivian Pivots To Licensing Its Tech Stack To Other Automakers

Illustration for: Rivian Pivots To Licensing Its Tech Stack To Other Automakers
BIG TECH

Rivian Pivots To Licensing Its Tech Stack To Other Automakers

Rivian is repositioning itself as a technology supplier, aiming to license its electric vehicle architecture, software and autonomy stack to other automakers rather than selling only its own cars.

FOLLOW-UP
BIG TECH

Microsoft Pulls Out of Nscale's UK Data Center After Grid Delays

Illustration for: Microsoft Pulls Out of Nscale's UK Data Center After Grid Delays
BIG TECH

Microsoft Pulls Out of Nscale's UK Data Center After Grid Delays

Microsoft has stepped back from Nscale's planned UK data center project after grid-connection delays pushed the facility's opening years behind schedule.

DEEP DIVE
BIG TECH

Meta Pulls Clause Letting It Train AI On Business Customers' Sites

Illustration for: Meta Pulls Clause Letting It Train AI On Business Customers' Sites
BIG TECH

Meta Pulls Clause Letting It Train AI On Business Customers' Sites

Meta quietly added language letting it train AI on any business account's website, then pulled the clause after legal experts warned it amounted to a blanket scraping right over publishers.

DEEP DIVE
BIG TECH

TikTok Permanently Bans Ads For Elon Musk Documentary

Illustration for: TikTok Permanently Bans Ads For Elon Musk Documentary
BIG TECH

TikTok Permanently Bans Ads For Elon Musk Documentary

TikTok permanently suspended the ad account for Alex Gibney's Musk documentary over its political content, the latest platform to restrict marketing for the film ahead of its theatrical rollout.

DEEP DIVE
BIG TECH

Cobo Shuts Down Its Consumer Wallet, Will Charge Those Who Don't Withdraw

Illustration for: Cobo Shuts Down Its Consumer Wallet, Will Charge Those Who Don't Withdraw
BIG TECH

Cobo Shuts Down Its Consumer Wallet, Will Charge Those Who Don't Withdraw

Crypto custody firm Cobo will shut down its consumer wallet app on Dec. 1, 2026, and charge anyone who leaves assets behind 2% of their holdings every month starting in January.

DEEP DIVE
BIG TECH

Dario Amodei Spends Up To 40% On Culture | Anthropic Eyes $2T IPO

BIG TECH$2T IPO Target

Dario Amodei Spends Up To 40% On Culture | Anthropic Eyes $2T IPO

Anthropic CEO Dario Amodei says he spends up to 40% of his time on company culture as the AI lab prepares for an IPO that could value it near $2 trillion.

DEEP DIVE
BIG TECH

Cybercriminals Target Building HVAC And Door Systems

BIG TECH

Cybercriminals Target Building HVAC And Door Systems

Security researchers say attacks on building automation systems -- HVAC, door access, fire alarms -- are rising fast, with 73% of affected organizations' systems carrying known exploited vulnerabilities.

DEEP DIVE
BIG TECH

Alexandr Wang Steers Meta's $100B-Plus AI Bet With Muse Wonder

BIG TECH$100B+ AI Bet

Alexandr Wang Steers Meta's $100B-Plus AI Bet With Muse Wonder

Meta chief AI officer Alexandr Wang helped seal Mark Zuckerberg's $100 billion-plus commitment to frontier AI, culminating in Muse Wonder, Meta Superintelligence Labs' first flagship model.

DEEP DIVE
BIG TECH

Alphabet's Porat Pushes Back On Jefferies' AI Warning

BIG TECH$195B-$205B Capex

Alphabet's Porat Pushes Back On Jefferies' AI Warning

Alphabet president and chief investment officer Ruth Porat rejected Jefferies strategist Chris Wood's warning that the AI boom will end in large-scale U.S. capital destruction, saying the buildout remains undervalued even as capex guidance tops $200 billion.

FOLLOW-UP
BIG TECH

Mark Wahlberg's $99 Gym Takes On The Longevity Elite

Illustration for: Mark Wahlberg's $99 Gym Takes On The Longevity Elite
BIG TECH

Mark Wahlberg's $99 Gym Takes On The Longevity Elite

Mark Wahlberg is opening a 32,000-square-foot longevity gym outside Las Vegas priced far below rivals like Fountain Life and Equinox, betting volume beats exclusivity in the booming longevity-club market.

DEEP DIVE
BIG TECH

Meta’s New Terms Let It Scrape Any Business Customer For AI Training

Illustration for: Meta’s New Terms Let It Scrape Any Business Customer For AI Training
BIG TECH

Meta’s New Terms Let It Scrape Any Business Customer For AI Training

Meta's revised terms of service, effective Oct. 30, let it scrape any business customer on Facebook, Instagram and WhatsApp for AI training -- anyone running ads, managing a Page or Group, or using its business tools. More than a million businesses already use Meta's AI agents on WhatsApp and Messenger alone. The terms are drawing accusations of coercion from publishers and a law professor.

DEEP DIVE
BIG TECH

Schwab Locks Out AI Agents, Following JPMorgan's Lead

Illustration for: Schwab Locks Out AI Agents, Following JPMorgan's Lead
BIG TECH

Schwab Locks Out AI Agents, Following JPMorgan's Lead

Charles Schwab is blocking outside AI agents that use client logins or browser automation to move money, pointing users instead to its own assistant, Charley.

DEEP DIVE
BIG TECH

SoftBank Weighs $18B Buyout Of Allied Universal

BIG TECH$18B (reported deal talks)

SoftBank Weighs $18B Buyout Of Allied Universal

SoftBank is weighing an $18 billion acquisition of security staffing giant Allied Universal, Bloomberg reported, extending Masayoshi Son's AI robotics push into physical labor.

DEEP DIVE
BIG TECH

Proofpoint Buys Varonis In $6.3B Cybersecurity Deal

BIG TECH$6.3B Acquisition

Proofpoint Buys Varonis In $6.3B Cybersecurity Deal

Thoma Bravo's Proofpoint agreed to buy Varonis for $6.3 billion in cash, calling the combined company the largest data-and-AI cybersecurity business, with close expected in H1 2027.

DEEP DIVE
BIG TECH

Tesla's New Roadster Hits 60 MPH In Under A Second

BIG TECH

Tesla's New Roadster Hits 60 MPH In Under A Second

Tesla finally staged its delayed Roadster demo outside Waco, Texas, showing a car with 10 SpaceX-style cold-gas thrusters that drove up a vertical ramp, hovered over other vehicles, and hit 60 mph in under one second.

DEEP DIVE
BIG TECH

Amazon's Panos Panay: How A $1B Failure Shaped His Playbook

BIG TECH~$1B Write-down

Amazon's Panos Panay: How A $1B Failure Shaped His Playbook

Amazon devices chief Panos Panay told TechCrunch Disrupt that founders should extract lessons from failure, citing the roughly $1B Surface RT write-down from his Microsoft tenure as his clearest example.

DEEP DIVE
BIG TECH

Dimon Blocks Outside AI Agents From JPMorgan Accounts

Illustration for: Dimon Blocks Outside AI Agents From JPMorgan Accounts
BIG TECH

Dimon Blocks Outside AI Agents From JPMorgan Accounts

At JPMorgan's third-quarter earnings call Tuesday, CEO Jamie Dimon said the bank won't let outside AI agents, including ones like Meta's Muse, access or act on customer accounts, citing the risk of 'rogue agents.'

DEEP DIVE
BIG TECH

Nvidia Has Poured $8B Into Europe In One Year

BIG TECH$8B Europe Investment (1Yr)

Nvidia Has Poured $8B Into Europe In One Year

Nvidia has invested roughly $8 billion across Europe over the past year and plans another $2 billion in deals within a week, as CEO Jensen Huang positions the company as the default supplier for Europe's 'sovereign AI' push.

DEEP DIVE
BIG TECH

Amazon Launches $75 Bee AI Wearable To Remember Everything

Illustration for: Amazon Launches $75 Bee AI Wearable To Remember Everything
BIG TECH

Amazon Launches $75 Bee AI Wearable To Remember Everything

Amazon launched two new Bee wearables, the $74.99 Frontier and $99.99 Eclipse, that listen to conversations and turn them into AI-generated summaries and to-dos.

DEEP DIVE
BIG TECH

Amazon's Bee Launches AI Wearables Starting At $75

BIG TECH$74.99-$99.99

Amazon's Bee Launches AI Wearables Starting At $75

Amazon's Bee unit launched two AI wearables, the $74.99 Bee Frontier and $99.99 Bee Eclipse, undercutting rival AI recorders as Amazon pushes deeper into always-on personal AI.

DEEP DIVE
BIG TECH

Google Launches Universal Cart For AI Shopping

Illustration for: Google Launches Universal Cart For AI Shopping
BIG TECH

Google Launches Universal Cart For AI Shopping

Google rolled out Universal Cart, letting shoppers save and track products across retailers inside Search and Gemini, as Amazon and OpenAI race to build their own AI shopping agents.

DEEP DIVE
BIG TECH

Cursor Staff Flagged Data Leaks To SpaceX Before $60B Deal

BIG TECH$60B SpaceX-Cursor Deal

Cursor Staff Flagged Data Leaks To SpaceX Before $60B Deal

Cursor engineers investigated in July 2026 whether an internal tool called Sand routed confidential client data into SpaceX's AI systems while testing Grok, weeks before SpaceX's $60 billion acquisition of the company closed.

DEEP DIVE
BIG TECH

CCC Intelligent Sold For $6.1B | $7.75/Share, 44% Premium

BIG TECH$6.1B Take-Private

CCC Intelligent Sold For $6.1B | $7.75/Share, 44% Premium

GTCR and Elliott Investment Management will take CCC Intelligent Solutions private for $7.75 a share, a 44% premium that still values the insurance-claims software firm below its 2021 SPAC debut.

DEEP DIVE
BIG TECH

Figma Expands Agent Tools With Specs and Code Layers

Illustration for: Figma Expands Agent Tools With Specs and Code Layers
BIG TECH

Figma Expands Agent Tools With Specs and Code Layers

Figma used its Config event in India to launch Specs, expand code layers to public beta and add deeper MCP support, saying its platform now produces 17 times more code than before but only 1.3 times more releases.

DEEP DIVE
BIG TECH

Science Corp's Chip Restores Sight In Stargardt Patient

Illustration for: Science Corp's Chip Restores Sight In Stargardt Patient
BIG TECH

Science Corp's Chip Restores Sight In Stargardt Patient

Science Corporation, founded by Neuralink co-founder Max Hodak, implanted its PRIMA vision chip in its first Stargardt disease patient, who read a word just two sessions after the procedure.

DEEP DIVE
BIG TECH

Applied Materials Opens $5B Chip Lab To Halve R&D Time

BIG TECH$5B R&D facility

Applied Materials Opens $5B Chip Lab To Halve R&D Time

Applied Materials unveiled its $5 billion EPIC semiconductor research facility in Sunnyvale, aiming to cut chip development from 10-12 years to as little as six, with Intel, TSMC, Micron, SK Hynix and Samsung working on site as partners, Fortune reported.

DEEP DIVE
BIG TECH

OpenAI In Early Talks To Acquire Trail Of Bits

OpenAI In Early Talks To Acquire Trail Of Bits logo
BIG TECH

OpenAI In Early Talks To Acquire Trail Of Bits

OpenAI is in early talks to acquire security research firm Trail of Bits in a deal The Information reports could boost OpenAI's cybersecurity business, though no terms, price or timeline have been disclosed.

DEEP DIVE