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By The Information Staff

Start your morning with the important global tech news of the day, covered by The Information team across five time zones.

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Recent Editions

Briefing

Figma Notches $19 Billion IPO Valuation

Jul 30, 2025 · 3:42pm PDT
Figma priced its IPO at $33 a share on Wednesday, giving it a $19.3 billion valuation on a fully-diluted basis, and making it one of the most valuable company backed heavily by venture capitalists to go public in years.
Briefing

Meta’s Revenue Rises 22% in the Second Quarter

Jul 30, 2025 · 1:46pm PDT
The social media giant reported second-quarter profits of $18.3 billion, up 36% from a year earlier.
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Microsoft Reports 18% Revenue Growth Driven by Better-Than-Expected Azure Sales

Jul 30, 2025 · 1:23pm PDT
Microsoft's total capex for the past year was $87.9 billion, exceeding the $80 billion it forecast for that period.
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Apple Responds to U.S. Antitrust Case

Jul 30, 2025 · 10:31am PDT
Apple said the case seeks to degrade the iPhone’s privacy and security benefits
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JPMorgan and Coinbase Inked Deal to Connect Bank Accounts and Crypto Wallets

Jul 30, 2025 · 9:39am PDT
This comes as fintech and crypto companies are clashing with banks over fees accessing customers’ account information.
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Amazon to Pay New York Times $20 Million a Year in AI Deal

Jul 30, 2025 · 7:48am PDT
The deal, first announced in May, is the Times’s first AI licensing deal.
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Palo Alto Networks to Acquire CyberArk for $25 Billion

Jul 30, 2025 · 6:56am PDT
CyberArk sells login software, competing with the likes of Okta and Microsoft.
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Judge Strikes OpenAI Defenses in Musk Suit

Jul 29, 2025 · 8:30pm PDT
The court removed 16 of OpenAI’s 55 defenses.
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AI Chipmaker Cerebras Seeks $1 Billion in Funding As IPO Stalls

Jul 29, 2025 · 2:35pm PDT
The potential delay would represent a shift for Cerebras CEO Andrew Feldman, who said in May that the company would aim to go public this year.
Briefing

Groq Cuts Revenue Projections in Span of a Few Months

Jul 29, 2025 · 2:20pm PDT · 1 comment
A Groq spokesperson said the company shifted some revenue projections to 2026 because of a lack of data center capacity
Briefing

Palo Alto Networks in Talks to Acquire CyberArk for $20 Billion

Jul 29, 2025 · 2:00pm PDT
The deal would be the latest in a string of acquisitions by Palo Alto Networks.
Briefing

CFPB To Launch New Open Banking Rule

Jul 29, 2025 · 1:43pm PDT
The move comes after JPMorgan unveiled new data-access fees that threw the fintech industry into turmoil. 
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Anthropic in Talks to Raise at a $170 Billion Valuation

Jul 29, 2025 · 10:42am PDT
Iconiq Capital is said to lead the round in the AI model maker
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JPMorgan Nears Apple Credit Card Deal To Replace Goldman

Jul 29, 2025 · 10:26am PDT
JPMorgan is nearing a deal to replace Goldman Sachs as the provider of Apple’s credit card program
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Spotify Says Ad Business is Moving Too Slowly

Jul 29, 2025 · 7:56am PDT
Revenue and Operating Income Missed Guidance
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DOJ Fires Senior Antitrust Enforcers

Jul 29, 2025 · 7:20am PDT
The move follows weeks of internal feuding inside the department.
Briefing

Nvidia Orders More H20 Chips As China Demand Soars

Jul 28, 2025 · 11:22pm PDT
Nvidia reconsidered production plans for the H20, as demand outweighs supply chain obstacles.
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Waymo to Offer Rides in Dallas in 2026

Jul 28, 2025 · 10:45pm PDT
Alphabet’s robotaxi company will partner with Avis for the launch
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Fireworks AI Discusses $4 Billion Valuation in New Financing

Jul 28, 2025 · 9:27pm PDT
The so-called inference provider has projected $300 million in annualized revenue by year-end.
Briefing

DTC Retailer Quince Boosts Valuation to $4.5 Billion

Jul 28, 2025 · 5:28pm PDT
The e-commerce startup is raising around $200 million in new funding led by Iconiq.