Rakuten has posted its first quarterly profit in six years, as booming e-commerce and fintech finally outweigh the losses from its costly mobile network.

Corma raised $60M seed from Sequoia, Khosla, and Coatue to build the first foundation model for defensive cybersecurity. Its AI agents cut response times 94%.

Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs and KKR are in talks with Nvidia on $500bn for AI infrastructure. Its shares fell 3%.

Google Play now accepts Venmo for apps, games, subscriptions, and creator tips in the US. In emerging markets, users can pay with cash at a nearby store.

Shein's advisers are pitching investors at sub-$30B for its Hong Kong IPO. That's a 70% drop from its 2022 peak. Net profit halved. Margins collapsed. Q1 was a loss.

Jefferies cut Apple to underperform after a cancelled all-glass iPhone, surging memory costs and little sign of AI progress.

The booking API blocked reservations made for other people. It never blocked cancellations. An AI agent found the hole and removed a stranger.

CrowdStrike and Palo Alto Networks hit record highs as analysts raised targets on AI agent threats. One target was passed the same day.

YouTube doubles its Partner Program entry bar from February 2027: 8,000 watch hours or 20 million Shorts views. Existing partners keep their place.

Lambda is selling a $917m leveraged loan to fund a contract with Nvidia, which is also its investor, supplier and largest customer. Books hit $2bn.

A cyberattack on logistics firm CEVA exposed the names, addresses and phone numbers of European Steam Machine and Controller buyers.

Signed-out users are seeing three AI shortcuts where the Search button used to be. Two work without an account, one does not.