Reuters:
Sources: Intel and AMD have notified Chinese customers of supply shortages for server CPUs, with Intel warning of delivery lead times of up to six months  —  Intel (INTC.O) and AMD (AMD.O) have notified Chinese customers of supply shortages for server central processing units (CPUs) …

Cao Li / South China Morning Post:
Meituan agrees to buy Dingdong, a Chinese fresh grocery e-commerce company, for $717M in cash; Dingdong had 7M+ monthly transacting users as of September 2025  —  China's food delivery giant Meituan said on Thursday that it had agreed to acquire Dingdong, a leading on-demand commerce platform in China specialising in fresh groceries.

Lauren Feiner / The Verge:
Filing: Zuckerberg considered changing how Meta studies social issues after a WSJ story about Instagram and teen mental health, noting Apple faces less scrutiny  —  The Meta CEO said Apple seems to get away with less criticism by lying low. … One day after The Wall Street Journal published …

Wall Street Journal:
How the SpaceX-xAI $1.25T merger deal was fast-tracked after SpaceX had a technical breakthrough in orbital data centers last fall  —  The fast-tracked deal is premised on SpaceX's satellite prowess combining with xAI's technology  —  Elon Musk took a gulp of water on stage at the World Economic Forum …

Marina Temkin / TechCrunch:
Sapiom, which is developing a financial layer for enterprises to let AI agents automatically buy the services they need, raised a $15M seed led by Accel  —  People without coding backgrounds are discovering that they can build their own custom apps using so-called vibe coding …