Latest signals
Epic GamesFundamentalsEpic Games Conducts Layoffs Amid Engagement Downturn
Epic Games announced a new round of layoffs, reportedly tied to declining engagement metrics across its platforms.
Source: Epic Games
OpenAIContractsFundamentalsOpenAI and Microsoft End Exclusivity Deal, Opening Models to Other Cloud Providers
OpenAI and Microsoft have revised their partnership agreement, ending Microsoft Azure's exclusive rights to sell OpenAI models and eliminating the 20% revenue share Microsoft previously owed OpenAI. The change opens the door for OpenAI to strike new deals with rival cloud providers including AWS.
Source: theinformation
FanaticsFundamentalsFanatics generated about $9.6B in 2025 revenue,
Sacra estimates Fanatics generated about $9.6B in 2025 revenue, accelerating to 19% year-over-year growth from $8.1B in 2024 (up 16%).
Source: Sacra
SambaNova SystemsIPO & M&AIntel Reportedly in Talks to Acquire SambaNova Systems
Reports have emerged that Intel is looking to acquire SambaNova Systems, an AI chip and systems startup. The potential deal could have significant implications for Intel's AI hardware strategy and INTC stock.
Source: Yahoo Finance
Redwood MaterialsContractsProduct UpdatesRivian and Redwood Materials Deploy 10MWh Second-Life Battery Energy Storage System
Rivian and Redwood Materials have jointly deployed a 10MWh second-life battery energy storage system (ESS), repurposing EV batteries for grid-scale energy storage applications.
Source: EV Infrastructure News
VAST DataIPO & M&AFundamentalsVAST Data Raises $1B at $30B Valuation, Reaches $2B ARR
VAST Data raised $1 billion in funding at a $30 billion valuation as AI storage demand surges, while also reporting it has reached $2 billion in annual recurring revenue.
Source: CTech
SpaceXContractsSpaceX Wins Golden Dome Contract Worth Up to $3.2 Billion
The US Space Force awarded SpaceX and 11 other companies, including Lockheed Martin, contracts worth up to $3.2 billion to develop prototypes for space-based interceptors under President Trump's Golden Dome missile defense plan.
Source: bloomberg-tech
AndurilProduct UpdatesContractsAnduril Expands into Space to Support Trump's Golden Dome Initiative
Anduril is expanding its capabilities into space, positioning itself to support the Trump administration's Golden Dome missile defense program. The move signals a broader strategic push into space-based defense systems.
Source: CNBC
AnthropicContractsAnthropic's Relationship with Trump Administration Shows Signs of Thawing After Mythos Meetings
Anthropic CEO Dario Amodei met with the White House regarding the Mythos model, with Trump claiming he was unaware of the meeting; reports suggest Anthropic's relationship with the Trump administration may be improving.
Source: CNBC
PolymarketProduct UpdatesWisconsin Sues Kalshi, Polymarket, Coinbase, Robinhood, and Crypto.com Over Prediction Markets
Wisconsin has filed a lawsuit against several prediction market and crypto platforms including Polymarket, Kalshi, Coinbase, Robinhood, and Crypto.com, joining a growing legal and regulatory fight over the legality of prediction markets.
Source: CoinDesk
AnthropicPrimary roundContractsAmazon to Invest Up to Additional $25 Billion in Anthropic
Amazon has announced plans to invest up to an additional $25 billion in Anthropic as part of a broader AI infrastructure deal, deepening the two companies' strategic partnership.
Source: CNBC
OpenAIProduct UpdatesOpenAI Launches GPT-5.5, Its Latest AI Model
OpenAI has announced GPT-5.5, its latest artificial intelligence model, with Databricks also announcing a partnership with OpenAI around the new model release.
Source: Databricks