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Weekday mornings

The Information AM

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.

By providing your email, you agree to The Information’s Privacy Policy

Recent Editions

Briefing

Shopify Shows Ads on Behalf of Its Merchants in ChatGPT

Feb 23, 2026 · 2:23pm PST
Other big advertisers like Target have arranged to show ChatGPT ads on behalf of smaller brands.
Briefing

Uber to Buy Park App SpotHero

Feb 23, 2026 · 2:23pm PST
The Information first reported in December that Uber was considering an acquisition of SpotHero.
Briefing

Anthropic Says Chinese Firms Used Claude Data to Improve Models

Feb 23, 2026 · 1:38pm PST
Anthropic accused Chinese model developers DeepSeek, Moonshot AI and MiniMax of using data from Anthropic’s Claude models to train and improve their own AI.
Briefing

Elon Musk Says SpaceX is Cutting Starlink Prices

Feb 23, 2026 · 12:04pm PST
He made the comments in response to an article in The Information on the topic. 
Briefing

OpenAI Strikes Partnership With Consultants to Promote Agent Software

Feb 23, 2026 · 6:58am PST
The offering will compete with similar tools from Microsoft, Salesforce, ServiceNow, Snowflake, and other tech giants fighting to control the agent management software layer.
Briefing

Nvidia, MediaTek to Launch Chip for Consumer PCs This Year

Feb 23, 2026 · 2:06am PST
The consumer-focused chips come after Nvidia and MediaTek built a similar chip together for AI developers and researchers last year.
Briefing

Altman Says Data Centers in Space Idea is ‘Ridiculous'

Feb 22, 2026 · 8:41am PST · 2 comments
Altman pointed out that AI chips break a lot and it was unclear how they could be fixed in space.
Briefing

Trump Calls on Netflix to Fire Director Susan Rice

Feb 22, 2026 · 5:12am PST
Trump's threat could complicate Netflix's hopes of winning regulatory approval for its purchase of Warner Bros. Discovery's streaming operations and film studio.
Briefing

OpenAI Raises Revenue, Cash Burn Outlook, Falls Short on Margins

Feb 20, 2026 · 5:54pm PST
OpenAI forecast steeper revenue growth and higher cash burn.
Briefing

Anthropic’s New Security Tool Sends Cyber Stocks Reeling

Feb 20, 2026 · 12:59pm PST · 1 comment
Up until Friday, cybersecurity stocks had been less affected by the software stock selloff.
Briefing

Phil Spencer Steps Down as Xbox CEO; Xbox President Bond to Depart

Feb 20, 2026 · 12:35pm PST
Microsoft executive Asha Sharma has been tapped as Xbox’s new chief.
Briefing

OpenAI Plans AI-Powered Speaker, Priced at $200 to $300

Feb 20, 2026 · 11:42am PST · 1 comment
The speaker is one of a number of potential designs, including smart glasses and a smart lamp, the company has come up with.
Briefing

Amazon, Shopify Shares Rise After Supreme Court Strikes Down Trump Tariffs

Feb 20, 2026 · 8:57am PST
Investors had worried the tariffs would result in higher prices for consumers and weigh on the companies' margins.
Briefing

Meta Said to Cut Stock Awards

Feb 19, 2026 · 9:52pm PST
Meta also cut stock option distributions last year.
Briefing

Startup Behind GPS Alternative Mints $1 Billion Valuation

Feb 19, 2026 · 9:26pm PST
The nine-year-old startup uses Wi-Fi and cellular networks for location services.
Briefing

AMD Backstops $300 Million Crusoe Loan

Feb 19, 2026 · 4:28pm PST
The deal mirrored similar agreements AMD’s bigger rival Nvidia has struck with cloud upstarts like CoreWeave.
Briefing

Blue Owl Restricts Redemptions From Lending Vehicle

Feb 19, 2026 · 1:57pm PST
The move exacerbated long-brewing concerns about private credit.
Briefing

Etsy Looks to Revive Sales Growth After Depop Sale

Feb 19, 2026 · 8:06am PST
The online marketplace for unique and handmade goods said it’s trying to win younger users back to its site and app.
Briefing

Netflix Sends Legal Letter to ByteDance Over AI Videos

Feb 19, 2026 · 3:57am PST
ByteDance's Seedance 2.0 model has become highly controversial after generating numerous AI videos featuring copyrighted content.
Briefing

Dylan Patel’s SemiAnalysis Mulls Raising Venture Fund

Feb 18, 2026 · 5:22pm PST · 2 comments
The talks are in the early stages, and the firm does not yet have a target, but it could be in the hundreds of millions of dollars.
Weekday mornings
The Information AM 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.
By providing your email, you agree to The Information’s Privacy Policy
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