Apple’s annual shareholder meeting is set for February 24, where votes will include a conservative think tank’s proposal on China risks and Tim Cook’s $59 million target compensation. The company is coming off a fiscal 2025 with record revenue of $416.2 billion.
MiniMax, a major Chinese generative AI firm, is set to start trading after a $619 million IPO. Its performance will be a key test of investor appetite for AI software companies in a market that has so far favored hardware plays like chipmakers.
Nvidia is reportedly demanding Chinese customers pay up front for H200 AI chips with no refunds if Beijing blocks the imports. This comes as ByteDance plans to spend $14 billion on them in 2026, but Nvidia faces a major inventory and production gamble.
In a new podcast episode, GTMfund’s Paul Irving argues that technical advantages vanish in months now. The only durable moat left is a unique, well-executed go-to-market motion tailored to your ideal customer.
Warner Bros. Discovery’s board is under fire for how it’s handling competing bids from Paramount and Netflix. The Paramount offer is a higher, all-cash deal, but the board seems to be favoring the more complex Netflix proposal. This is a classic case of governance failure in motion.
France’s Ministry of the Armed Forces has signed a framework agreement with Paris-based Mistral AI. The deal allows military and affiliated agencies to use Mistral’s models, with deployment on French infrastructure for data control.
Microsoft is plotting a two-part Windows 11 strategy for 2026. The first update, 26H1, is a specialized version for new Snapdragon X2 AI PCs expected by April. The major feature update, 26H2, will arrive for everyone in the second half of the year.
Haveli Investments is taking a controlling stake in Sirion, an AI contract software firm. The deal values Sirion at roughly $1 billion and aims to fuel its global expansion and product innovation.
AI is making expert knowledge a commodity, forcing companies to find a new edge. Tech leaders argue the crucial skill is “context engineering”—feeding AI the right internal data. The challenge is avoiding “context rot” from information overload.
The next major wave of AI isn’t just digital—it’s physical. At CES 2026, industry leaders predicted a massive shift towards AI that can sense and act in the real world, powering everything from self-driving cars to warehouse robots. Meanwhile, OpenAI is making a play for your personal health data.
