Ben Schoon / 9to5Google:
Report: Samsung co-CEO TM Roh told company leaders that the mobile division MX could report its first ever annual loss this year, amid RAM and storage shortages  —  As AI continues to eat up the market's RAM output, smartphones are in crisis as costs continue to skyrocket.

Bloomberg:
The value of US government's stake in Intel has increased fourfold to ~$36B, since an August 2025 announcement that the US will buy a stake worth $8.9B  —  The value of the US government stake in Intel Corp. has increased fourfold to hit a value of about $36 billion after the chipmaker's financial outlook showed a resurgence in sales.

Bloomberg:
A $16B financing for a giant Oracle data center in Michigan has closed, with BofA selling $14B in bonds; Oracle plans to use the campus to power apps for OpenAI  —  A $16 billion financing for a giant Oracle Corp. data center in Michigan has wrapped after months of stop-and-start negotiations with investors.

Connie Loizos / TechCrunch:
LinkedIn profile review shows Thinking Machines Lab has been hiring more researchers from Meta than from any other employer; TML's headcount now stands at ~140  —  Weiyao Wang spent eight years at Meta — his first job out of college — helping build multimodal perception systems and contributing …

PYMNTS.com:
Adyen plans to acquire Talon.One, a platform for loyalty and incentives that serves more than 300 global merchants, for €750M, expected to close in H2 2026  —  Adyen plans to acquire Talon.One, a platform for loyalty and incentives that serves more than 300 global merchants …