Latest signals
KalshiContractsFederal Judge Blocks Arizona AG from Prosecuting Kalshi on Constitutional Grounds
A federal judge issued a ruling blocking Arizona's Attorney General from prosecuting Kalshi, finding that such prosecution would violate the Constitution. The decision is a significant legal win for Kalshi as it continues to defend its prediction market operations against state-level regulatory challenges.
Source: Arizona Mirror
OpenAIIPO & M&AOpenAI has bought AI personal finance startup Hiro
OpenAI has bought AI personal finance startup Hiro: The acquisition indicates a capability that OpenAI is building into ChatGPT: financial planning.
ReplitContractsPrimary roundAccenture Invests in Replit to Advance AI-Driven Enterprise Software Development
Accenture has made a strategic investment in Replit to accelerate AI-driven software development for enterprises. The move signals a deeper AI-first shift for Accenture as it bets on Replit's platform for enterprise use cases.
Source: Accenture
PolymarketProduct UpdatesControversy Grows Over Suspicious Polymarket Bets on US-Iran Ceasefire
Perfectly timed bets on a US-Iran ceasefire on Polymarket drew calls for investigation, raising concerns about potential insider knowledge being used to profit on the platform.
Source: UnHerd
HandshakeFundamentalsHandshake’s gross annualized revenue from AI training has risen to nearly $1 billion
Handshake’s gross annualized revenue from AI training has risen to nearly $1 billion, up from $550 million in January and $5 million to $10 million a year ago, a few months after it started the new business. Handshake’s revenue after paying contractors approaches $300 million
Source: TheInformation
ElevenLabsFundamentalsContractsElevenLabs added over $100M in net new ARR in Q1 2026
ElevenLabs added over $100M in net new ARR in Q1 2026.That’s ElevenLabs best quarter to date driven by enterprises deploying conversational agents across voice, chat, text and email. Proud to build with companies like Deutsche Telekom, MasterClass, Better, Klarna and Revolut as they re-imagine how they communicate with their customers across support, sales & marketing.
Source: LinkedIn
LovableProduct UpdatesAnthropic Reportedly Building a Lovable Competitor
A leak suggests that Anthropic is developing a product to compete directly with Lovable in the AI-assisted app-building space, raising competitive concerns for the startup.
Source: Sifted
DatabricksContractsProduct UpdatesDatabricks Partners with Lovable to Enable Data-Driven App Development
Databricks announced a partnership with Lovable to allow developers to build data-driven applications rapidly using Databricks' data and AI infrastructure.
Source: Databricks
KrakenProduct UpdatesKraken Receives Federal Reserve Approval, Positioning as 'First Crypto Bank'
Kraken has received Fed approval, sparking commentary about its potential to become the first crypto bank and raising speculation about implications for Bitcoin pricing.
Source: Forbes
VercelFundamentalsVercel's ARR hit $340 million
Vercel’s annual recurring revenue (ARR) has skyrocketed from $100 million at the beginning of 2024, as reported by The Information, to a run rate of $340 million by the end of February 2026, according to Forbes.
Source: TechCrunch
PolymarketProduct UpdatesGoogle Mistakenly Displayed Polymarket Prediction Bets as News
Google acknowledged it erroneously surfaced Polymarket prediction market odds as factual news content, saying the display was shown 'in error.'
Source: Gizmodo
SpaceXIPO & M&ASpaceX Files for IPO with Public Trading Expected by July 2026
SpaceX has submitted an IPO filing with public trading potentially starting as early as July 2026. The company is actively wooing investors ahead of the listing, with Starlink highlighted as a key value driver.
Source: The Motley Fool