Wall Street Journal:
Software and data stocks plunge over fears that new developments in AI will supplant software; ADBE closed down 7.31%, CRM 6.85%, and Thomson Reuters 15.83%  —  From Legalzoom.com and Expedia to Ares and Apollo, shares of companies that sell or invest in software fell sharply on Tuesday

Alicia Tang / Bloomberg:
OpenAI names Dylan Scandinaro, who worked on AGI safety at Anthropic, as the company's head of preparedness  —  In December, OpenAI made headlines when it posted a job listing for a “head of preparedness” with an eye-watering base pay range of as much as $555,000 a year.

Bloomberg:
US v. Google: the DOJ and a group of states will appeal the September 2025 ruling in the Search antitrust case in which Google dodged a forced sale of Chrome  —  A group of states led by Colorado will appeal a federal judge's ruling that imposed only modest limits on Alphabet Inc.'s Google contracts related …

Luke Kawa / Sherwood News:
Super Micro reports Q2 net sales up 123% to $12.7B, vs. $10.43B est., and expects Q3 net sales above estimates; SMCI jumps 5%+ after hours  —  The AI server company just released its fiscal Q2 results.  —  Super Micro ComputerSMCI $31.26 (0.20%) just released its fiscal Q2 results:

Zaheer Kachwala / Reuters:
EA reports Q3 net bookings up 38% YoY to $3.05B, vs. $2.86B est., driven by strong sales of Battlefield 6, and net income of $88M, down from $293M a year ago  —  Electronic Arts (EA.O) beat expectations for third-quarter bookings on Tuesday, buoyed by strong sales of its new “Battlefield” …